Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CSAN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | RENAISSANCE TECHNOLOGIES LLC | 3.8M | $15.7M | -6.2% | 0.389% | 0.02% |
| 2 | Monaco Asset Management SAM | 3.3M | $13.7M | +11.0% | 0.340% | 4.04% |
| 3 | MARSHALL WACE, LLP | 2.4M | $9.8M | +172.8% | 0.242% | 0.01% |
| 4 | Aquamarine Financial (Cayman) Ltd | 2.1M | $8.6M | 0.0% | 0.214% | 0.63% |
| 5 | MORGAN STANLEY | 1.3M | $5.6M | +21.9% | 0.137% | 0.00% |
| 6 | UBS Group AG | 863K | $3.6M | -75.3% | 0.088% | 0.00% |
| 7 | JANE STREET GROUP, LLC | 597K | $2.5M | +39.0% | 0.061% | 0.02% |
| 8 | TWO SIGMA INVESTMENTS, LP | 502K | $2.1M | β | 0.051% | 0.00% |
| 9 | CITADEL ADVISORS LLC | 390K | $1.6M | β | 0.040% | 0.00% |
| 10 | Massar Capital Management, LP | 300K | $1.2M | 0.0% | 0.031% | 0.23% |
| 11 | Naman Capital Ltda | 272K | $1.1M | 0.0% | 0.028% | 0.31% |
| 12 | BTG Pactual Asset Management US LLC | 248K | $1.0M | β | 0.025% | 0.09% |
| 13 | XTX Topco Ltd | 237K | $978K | -59.7% | 0.024% | 0.02% |
| 14 | D. E. Shaw & Co., Inc. | 217K | $892K | β | 0.022% | 0.00% |
| 15 | Patriot Financial Group Insurance Agency, LLC | 177K | $728K | +115.3% | 0.018% | 0.04% |
| 16 | BAROMETER CAPITAL MANAGEMENT INC. | 172K | $707K | +1839.0% | 0.017% | 0.24% |
| 17 | MILLENNIUM MANAGEMENT LLC | 171K | $706K | -40.3% | 0.017% | 0.00% |
| 18 | LPL Financial LLC | 170K | $700K | +1.1% | 0.017% | 0.00% |
| 19 | MATAURO, LLC | 166K | $685K | β | 0.017% | 0.10% |
| 20 | VANGUARD CAPITAL MANAGEMENT LLC | 110K | $455K | β | 0.011% | 0.00% |
| 21 | Marex Group plc | 100K | $412K | -16.7% | 0.010% | 0.00% |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | 59K | $306K | β | 0.006% | 0.00% |
| 23 | BlackRock, Inc. | 68K | $280K | -51.4% | 0.007% | 0.00% |
| 24 | Pekin Hardy Strauss, Inc. | 65K | $268K | 0.0% | 0.007% | 0.03% |
| 25 | Tejara Capital Ltd | 61K | $252K | -82.5% | 0.006% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CSAN β a direct measure of their conviction.
Filings activity in CSAN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 75 | 5.1% | 2.93% | 0.07 pp | $77M | 2.6% |
| Q4 2025 | 79 | +22% | 3.00% | +0.61 pp | $79M | +26% |
| Q3 2025 | 65 | 24% | 2.39% | +0.03 pp | $62M | +0.9% |
| Q2 2025 | 86 | 1.1% | 2.36% | 18.67 pp | $62M | 89% |
| Q1 2025 | 87 | +0.0% | 21.03% | +17.69 pp | $550M | +529% |
| Q4 2024 | 87 | +8.8% | 3.34% | 1.80 pp | $87M | 35% |
| Q3 2024 | 80 | +3.9% | 5.14% | +0.21 pp | $134M | +4.4% |
| Q2 2024 | 77 | β | 4.93% | β | $129M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CSAN stock.
Based on Q1 2026 13F filings, institutional ownership of Cosan S.A. stands at 2.9%, held across 75 reporting institutions.
RENAISSANCE TECHNOLOGIES LLC is the largest reported institutional holder of CSAN, with approximately 3,810,669 shares worth $0.02B as of Q1 2026.
Yes β 5 widely-followed marquee investors appear among the top 25 institutional holders of CSAN, including RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for CSAN is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in CSAN during Q1 2026, while 23 fully exited. 33 added to existing positions and 23 trimmed.
CSAN institutional ownership fell by 0.07 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 84.0% of all reported 13F value in CSAN, and the top 25 account for 96.4%.
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.
Cosan S.A. (CSAN) Institutional Ownership