CF

CF Industries Holdings Inc$118.66 0.71%
MaterialsUSCUSIP 125269100· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
587
+65 QoQ
13F Value (tracked)
$17.5B
Insider Net · 180d
-$72.2M
0↑ 8↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)31 adding · 15 trimming
Insider net (180d)-$72.2M

Price & smart-money activity

$118.66 0.71%5Y +158.1%
$37.33$63.23$89.13$115.02$140.922021202220232024202520266113426232345636
Hover for who · click for detailEnd-of-day closing prices52w $76.09 – $137.60
Build

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.

Top institutional holders

587 tracked 13F filers
4 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
New
+10.1M sh
Q1 2026
3STATE STREET CORP
$1.0B
7.9M
+0.5%
Added · +39K sh
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$1.0B
7.7M
New
+7.7M sh
Q1 2026
5PRICE T ROWE ASSOCIATES INC /MD/
$977.3M
7.5M
+8.7%
Added · +605K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$715.7M
5.2M
+21%
Added · +891K sh
Q1 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
16EARNEST PARTNERS LLC
$283.8M
2.2M
−1.9%
Reduced · −42K sh
Q1 2026
17BANK OF AMERICA CORP /DE/
$266.0M
2.0M
+8.4%
Added · +158K sh
Q1 2026
18GOLDMAN SACHS GROUP INC
$235.5M
1.8M
+21%
Added · +314K sh
Q1 2026
19Bank of New York Mellon Corp
$224.9M
1.7M
−16%
Reduced · −324K sh
Q1 2026
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$222.6M
1.7M
+68%
Added · +693K sh
Q1 2026
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$213.1M
1.6M
−74%
Reduced · −4.6M sh
Q1 2026
22DEUTSCHE BANK AG\
$213.1M
1.6M
−1.0%
Reduced · −16K sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
5
funds
Added
26
funds
Reduced
15
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$72.2M
8 insiders
Net
-$72.2M
36 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 26, 2026Scribner AndrewEVP and CFOGrant (A)6K$0
Apr 28, 2026DeHaas Deborah LDirectorGrant (A)1K$0
Apr 28, 2026ARZBAECHER ROBERT CDirectorGrant (A)1K$0
Apr 28, 2026Noonan Anne PDirectorGrant (A)2K$0
Apr 28, 2026Madrazo Yris JesusDirectorGrant (A)1K$0
Apr 28, 2026Ellerbusch Susan ADirectorGrant (A)1K$0
Apr 28, 2026EAVES JOHN WDirectorGrant (A)1K$0
Apr 28, 2026Wagler Theresa EDirectorGrant (A)1K$0
Apr 28, 2026Ahmed JavedDirectorGrant (A)1K$0
Apr 28, 2026TOELLE MICHAELDirectorGrant (A)1K$0
Apr 28, 2026Williams Trevor LeighSVP, Manufacturing & Dist'nGrant (A)4K$0
Apr 28, 2026White Celso L.DirectorGrant (A)1K$0

Institutional ownership over time

581 funds+148 since Q3 2024
0291581Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $17.3B · 2 values withheld

Funds that own CF also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT289 funds$266.0B
META PLATFORMS INC-CLASS AMETA289 funds$109.4B
NVIDIA CORPNVDA287 funds$369.7B
ELI LILLY & COLLY287 funds$73.0B
TESLA INCTSLA287 funds$70.6B
AMAZON.COM INCAMZN286 funds$198.3B
ALPHABET INC-CL AGOOGL286 funds$168.5B
APPLE INCAAPL285 funds$283.0B
BROADCOM INCAVGO285 funds$148.7B
JPMORGAN CHASE & COJPM282 funds$66.4B
COSTCO WHOLESALE CORPCOST280 funds$39.6B
MICRON TECHNOLOGY INCMU280 funds$37.9B

Ranked by how many of CF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.