CMC

Commercial Metals Co
MaterialsUSCUSIP 201723103◍ Confluence graph
Tracked 13F Holders
457
-173 QoQ
13F Value (tracked)
$5.9B
Insider Net · 180d
$604K
2↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)26 adding · 27 trimming
Insider net (180d)+$604K

Who owns CMC?

457 tracked 13F filers

457 tracked 13F filers disclose a position in CMC as of the latest SEC 13F filings, a combined $5.9B 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.
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.
$906.8M
14.8M
−0.2%
Reduced · −30K sh
Q1 2026
2STATE STREET CORP
$434.1M
6.9M
−4.8%
Reduced · −353K sh
Q2 2026
3DIMENSIONAL FUND ADVISORS LP
$407.2M
6.6M
~0%
Reduced · −472 sh
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$354.2M
5.8M
First observed position
No prior filed position
Q1 2026
5FMR LLC
$305.4M
5.0M
+33%
Added · +1.2M sh
Q1 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$304.5M
5.0M
First observed position
No prior filed position
Q1 2026
7Boston Partners
$220.3M
3.6M
~0%
Reduced · −541 sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$192.8M
3.1M
−8.6%
Reduced · −290K sh
Q2 2026
9VICTORY CAPITAL MANAGEMENT INC
$130.9M
2.1M
−3.4%
Reduced · −74K sh
Q1 2026
10FRANKLIN RESOURCES INC
$125.9M
2.1M
+9.2%
Added · +173K sh
Q1 2026
11BANK OF AMERICA CORP /DE/
$100.2M
1.6M
+87%
Added · +761K sh
Q1 2026
12AQR CAPITAL MANAGEMENT LLC
$97.8M
1.6M
+82%
Added · +723K sh
Q1 2026
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$97.1M
1.6M
−0.8%
Reduced · −12K sh
Q1 2026
14NORTHERN TRUST CORP
$93.1M
1.5M
+2.3%
Added · +34K sh
Q1 2026
15GOLDMAN SACHS GROUP INC
$93.1M
1.5M
+36%
Added · +405K sh
Q1 2026
16JACOBS LEVY EQUITY MANAGEMENT, INC
$87.3M
1.4M
−5.4%
Reduced · −81K sh
Q1 2026
17NORGES BANK
$98.0M
1.4M
−1.6%
Reduced · −24K sh
Q4 2025
18MORGAN STANLEY
$85.9M
1.4M
+23%
Added · +265K sh
Q1 2026
19FULLER & THALER ASSET MANAGEMENT, INC.
$78.7M
1.3M
−58%
Reduced · −1.7M sh
Q2 2026
20Bank of New York Mellon Corp
$60.0M
977K
+0.9%
Added · +9K sh
Q1 2026
21Nuveen, LLC
$57.6M
937K
−17%
Reduced · −191K sh
Q1 2026
22UBS Group AG
$53.6M
872K
−26%
Reduced · −313K sh
Q1 2026
23PRINCIPAL FINANCIAL GROUP INC
$53.5M
870K
−31%
Reduced · −398K sh
Q1 2026
24MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$53.4M
869K
+5.2%
Added · +43K sh
Q1 2026
25Artemis Investment Management LLP
$49.2M
801K
−47%
Reduced · −700K 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 CMC being bought or sold by institutions?

Last quarter, 5 funds opened a new position in CMC and 21 added to an existing one, while 27 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)
5
funds
Added
21
funds
Reduced
27
funds
Exited
0
funds

Funds that own CMC also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT270 funds$261.6B
NVIDIA CORPNVDA267 funds$389.5B
AMAZON.COM INCAMZN265 funds$195.3B
APPLE INCAAPL260 funds$295.5B
META PLATFORMS INC-CLASS AMETA257 funds$115.8B
ELI LILLY & COLLY257 funds$80.7B
BROADCOM INCAVGO256 funds$156.8B
JPMORGAN CHASE & COJPM256 funds$62.3B
ALPHABET INC-CL AGOOGL255 funds$162.1B
CHEVRON CORPCVX247 funds$29.2B
ALPHABET INC-CL CGOOG244 funds$125.6B
MICRON TECHNOLOGY INCMU244 funds$42.1B

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

Insider activity (Form 4)

Full insider page →
Buys · 180d
$604K
2 insiders
Sells · 180d
$0
0 insiders
Net
$604K
2 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Aug 13, 2026McPherson John RDirectorBuy (P)1K$100K
Jul 10, 2026MATT PETER RPresident and CEO, DirectorBuy (P)8K$504K
Feb 3, 2026DURBIN JENNIFER JFmr. Chief HR & Comm. OfficerSell (S)25K$2.0M
Jan 20, 2026ARRIOLA DENNIS VDirectorBuy (P)2K$149K
Oct 31, 2025Halloran Brian N.SVP, N. America Steel GroupSell (S)6K$373K
Oct 20, 2025McPherson John RDirectorBuy (P)2K$99K
Oct 20, 2025McPherson John RDirectorBuy (P)10$587
Apr 4, 2025McPherson John RDirectorBuy (P)2K$100K
Mar 27, 2025MATT PETER RPresident and CEO, DirectorBuy (P)6K$295K
Mar 27, 2024Smith BarbaraExecutive Chairman, DirectorSell (S)36K$2.1M
Feb 7, 2024Smith BarbaraExecutive Chairman, DirectorSell (S)24K$1.2M
Feb 2, 2024Smith BarbaraExecutive Chairman, DirectorSell (S)60K$3.1M

Institutional ownership over time

252 funds-51 since Q3 2024
0213425Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.2B · 2 values withheld

Share classes

Class13F holdersValue held
CMCthis pagecs457 funds$5.9B
201723AV5Corporate Bond - Domestic1 funds$99K
201723AS2Corporate Bond - Domestic1 funds$94K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for CMC

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Ask your agent what changed in CMC

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/CMC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CMC.
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 CMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.