CF

CF Industries Holdings Inc
MaterialsUSCUSIP 125269100◍ Confluence graph
Tracked 13F Holders
844
-234 QoQ
13F Value (tracked)
$17.6B
Insider Net · 180d
-$15.7M
0↑ 5↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)33 adding · 15 trimming
Insider net (180d)-$15.7M

Who owns CF?

844 tracked 13F filers

844 tracked 13F filers disclose a position in CF as of the latest SEC 13F filings, a combined $17.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
3 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$1.6B
12.2M
−0.6%
Reduced · −76K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$1.3B
10.1M
First observed position
No prior filed position
Q1 2026
3STATE STREET CORP
$923.6M
8.5M
+8.2%
Added · +644K sh
Q2 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$1.0B
7.7M
First observed position
No prior filed position
Q1 2026
5PRICE T ROWE ASSOCIATES INC /MD/
$977.3M
7.5M
+8.7%
Added · +605K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$630.0M
5.4M
+4.0%
Added · +208K sh
Q2 2026
7DIMENSIONAL FUND ADVISORS LP
$579.1M
4.5M
+3.4%
Added · +147K sh
Q1 2026
8FMR LLC
$565.7M
4.4M
+0.1%
Added · +3K sh
Q1 2026
9AMERIPRISE FINANCIAL INC
$406.2M
3.1M
−5.3%
Reduced · −174K sh
Q1 2026
10NORTHERN TRUST CORP
$403.4M
3.1M
−1.3%
Reduced · −41K sh
Q1 2026
11Allianz Asset Management GmbH
$342.0M
2.6M
+0.3%
Added · +9K sh
Q1 2026
12NORGES BANK
$193.7M
2.5M
+78%
Added · +1.1M sh
Q4 2025
13MORGAN STANLEY
$308.1M
2.4M
−29%
Reduced · −987K sh
Q1 2026
14Boston Partners
$300.7M
2.3M
−34%
Reduced · −1.2M sh
Q1 2026
15VICTORY CAPITAL MANAGEMENT INC
$288.1M
2.2M
−49%
Reduced · −2.1M sh
Q1 2026
16BANK OF AMERICA CORP /DE/
$266.0M
2.0M
+8.4%
Added · +158K sh
Q1 2026
17GOLDMAN SACHS GROUP INC
$235.5M
1.8M
+21%
Added · +314K sh
Q1 2026
18Bank of New York Mellon Corp
$224.9M
1.7M
−16%
Reduced · −324K sh
Q1 2026
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$222.6M
1.7M
+68%
Added · +693K sh
Q1 2026
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$213.1M
1.6M
−74%
Reduced · −4.6M sh
Q1 2026
21DEUTSCHE BANK AG\
$213.1M
1.6M
−1.0%
Reduced · −16K sh
Q1 2026
22EARNEST PARTNERS LLC
$175.4M
1.6M
−26%
Reduced · −565K sh
Q2 2026
23SEI INVESTMENTS CO
$206.4M
1.6M
−0.1%
Reduced · −809 sh
Q1 2026
24UBS Group AG
$175.5M
1.4M
+49%
Added · +446K sh
Q1 2026
25FRANKLIN RESOURCES INC
$145.0M
1.1M
+36%
Added · +296K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is CF being bought or sold by institutions?

Last quarter, 4 funds opened a new position in CF and 29 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
29
funds
Reduced
15
funds
Exited
0
funds

Funds that own CF also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT512 funds$313.5B
NVIDIA CORPNVDA507 funds$448.9B
AMAZON.COM INCAMZN507 funds$232.3B
APPLE INCAAPL504 funds$347.1B
META PLATFORMS INC-CLASS AMETA504 funds$128.7B
ALPHABET INC-CL AGOOGL498 funds$201.2B
ELI LILLY & COLLY495 funds$91.0B
BROADCOM INCAVGO488 funds$182.4B
JPMORGAN CHASE & COJPM484 funds$77.5B
ALPHABET INC-CL CGOOG481 funds$144.2B
MICRON TECHNOLOGY INCMU480 funds$55.3B
TESLA INCTSLA471 funds$80.1B

Ranked by how many of CF's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$15.7M
5 insiders
Net
-$15.7M
9 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Mar 17, 2026Frost Bert AEVP, Chief Commercial OfficerSell (S)6K$756K
Mar 17, 2026Hoker Richard AVP and Corporate ControllerSell (S)3K$439K
Mar 17, 2026Mayer Erik M.VP, Clean Energy & BusDevelopSell (S)2K$187K
Mar 13, 2026Will W AnthonyDirectorSell (S)20K$2.7M
Mar 13, 2026Will W AnthonyDirectorSell (S)33K$4.3M
Mar 12, 2026Frost Bert AEVP, Chief Commercial OfficerSell (S)6K$854K
Mar 12, 2026Menzel Susan LEVP and Chief Admin. OfficerSell (S)18K$2.5M
Mar 11, 2026Will W AnthonyDirectorSell (S)29K$3.4M
Mar 9, 2026Frost Bert AEVP, Chief Commercial OfficerSell (S)6K$643K
Mar 6, 2026Frost Bert AEVP, Chief Commercial OfficerSell (S)10K$1.2M
Mar 6, 2026Mayer Erik M.VP, Clean Energy & BusDevelopSell (S)2K$256K
Mar 6, 2026McGrane Michael PatrickSVP, Gen. Counsel & SecretarySell (S)4K$427K

Institutional ownership over time

544 funds+32 since Q3 2024
0389778Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $3.5B · 1 values withheld

Recent filings

15 shown

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Connected entities for CF

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Ask your agent what changed in CF

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.