Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CNM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 19.2M | $948.8M | +1.5% | 10.260% | 0.02% |
| 2 | Capital World Investors | 11.6M | $571.6M | +83.9% | 6.181% | 0.08% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 8.5M | $418.2M | — | 4.522% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.8M | $386.3M | — | 4.177% | 0.02% |
| 5 | Select Equity Group, L.P. | 7.3M | $358.4M | -6.7% | 3.875% | 1.97% |
| 6 | Pictet Asset Management Holding SA | 6.5M | $321.8M | -12.4% | 3.480% | 0.34% |
| 7 | FIRST TRUST ADVISORS LP | 6.1M | $302.9M | +15.3% | 3.275% | 0.22% |
| 8 | STATE STREET CORP | 5.8M | $285.5M | +0.8% | 3.088% | 0.01% |
| 9 | ROYAL LONDON ASSET MANAGEMENT LTD | 5.8M | $284.2M | +1.1% | 3.073% | 0.60% |
| 10 | MORGAN STANLEY | 5.4M | $268.5M | -62.7% | 2.904% | 0.02% |
| 11 | FMR LLC | 5.4M | $266.9M | -15.0% | 2.886% | 0.01% |
| 12 | D. E. Shaw & Co., Inc. | 3.8M | $189.9M | +55.1% | 2.053% | 0.18% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 3.8M | $185.3M | +2.9% | 2.004% | 0.01% |
| 14 | JANUS HENDERSON GROUP PLC | 3.4M | $166.9M | -27.0% | 1.804% | 0.08% |
| 15 | Amundi | 3.1M | $150.7M | -0.4% | 1.630% | 0.04% |
| 16 | Impax Asset Management Group plc | 2.9M | $140.9M | -0.7% | 1.523% | 0.98% |
| 17 | Point72 Asset Management, L.P. | 2.8M | $140.4M | +295.8% | 1.518% | 0.20% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $131.4M | +6.1% | 1.421% | 0.03% |
| 19 | Invesco Ltd. | 2.6M | $130.7M | -9.3% | 1.413% | 0.02% |
| 20 | FIDUCIARY MANAGEMENT INC /WI/ | 2.5M | $122.6M | -5.0% | 1.326% | 1.52% |
| 21 | Camrose Capital Investment Partners LLP | 2.3M | $112.0M | +30.5% | 1.211% | 14.66% |
| 22 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 2.1M | $106.2M | 0.0% | 1.149% | 3.79% |
| 23 | Findlay Park Partners LLP | 2.0M | $98.6M | — | 1.067% | 1.37% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.0M | $96.5M | +5.0% | 1.043% | 0.01% |
| 25 | Liontrust Investment Partners LLP | 1.7M | $89.9M | 0.0% | 0.925% | 1.33% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CNM — a direct measure of their conviction.
Filings activity in CNM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 460 | +6.7% | 99.57% | 10.12 pp | $9.01B | 9.2% |
| Q4 2025 | 431 | +5.1% | 109.69% | 8.84 pp | $9.92B | 7.5% |
| Q3 2025 | 410 | 5.3% | 118.53% | 11.41 pp | $10.72B | 8.8% |
| Q2 2025 | 433 | +6.1% | 129.94% | +26.09 pp | $11.76B | +25% |
| Q1 2025 | 408 | +1.5% | 103.85% | 0.34 pp | $9.40B | 0.3% |
| Q4 2024 | 402 | +7.2% | 104.19% | +13.76 pp | $9.43B | +15% |
| Q3 2024 | 375 | 8.1% | 90.43% | 10.54 pp | $8.18B | 10% |
| Q2 2024 | 408 | — | 100.97% | — | $9.13B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 7, 2026 | Hope James D | Buy | 2K | $50.70 | $100K |
Quick answers to the most common questions about buying CNM stock.
Based on Q1 2026 13F filings, institutional ownership of Core & Main, Inc. stands at 99.6%, held across 460 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CNM, with approximately 19,206,024 shares worth $0.95B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of CNM, including Point72 Asset Management, L.P..
Our composite Smart Money Score for CNM is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
86 institutions opened new positions in CNM during Q1 2026, while 57 fully exited. 119 added to existing positions and 251 trimmed.
CNM institutional ownership fell by 10.12 percentage points quarter-over-quarter, with a net change of +29 holders.
The top 10 institutions account for 46.0% of all reported 13F value in CNM, and the top 25 account for 69.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Core & Main, Inc. (CNM) Institutional Ownership