Morgan Stanley
· Reduced
−$493M
Change
−9.2M
Date
Q1 2026
CN
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Morgan Stanley
· Reduced
−$493M
Change
−9.2M
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | −$493M | −9.2M | – | Q1 2026 | |||||
|
Capital World Investors
· Added
+$284M
Change
+5.3M
Date
Q1 2026
|
Capital World Investors | Added· Q1 2026 | +$284M | +5.3M | – | Q1 2026 | |||||
|
D1 Capital Partners L.P.
· Exited
−$143M
Change
−2.6M
Δ Own
−100.0%
Date
Q1 2026
|
D1 Capital Partners L.P. | Exited· Q1 2026 | −$143M | −2.6M | −100.0% | Q1 2026 | |||||
|
Point72 Asset Management, L.P.
· Added
+$116M
Change
+2.1M
Δ Own
+308.9%
Date
Q1 2026
|
Point72 Asset Management, L.P. | Added· Q1 2026 | +$116M | +2.1M | +308.9% | Q1 2026 | |||||
|
Norges
· Exited
−$112M
Change
−2.1M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$112M | −2.1M | −100.0% | Q1 2026 | |||||
|
Findlay Park Partners LLP
· New
+$108M
Change
+2.0M
Date
Q1 2026
|
Findlay Park Partners LLP | New· Q1 2026 | +$108M | +2.0M | – | Q1 2026 | |||||
|
D. E. Shaw & Co., Inc.
· Added
+$74M
Change
+1.4M
Δ Own
+55.1%
Date
Q1 2026
|
D. E. Shaw & Co., Inc. | Added· Q1 2026 | +$74M | +1.4M | +55.1% | Q1 2026 | |||||
|
Amf Tjanstepension AB
· Exited
−$72M
Change
−1.3M
Δ Own
−100.0%
Date
Q1 2026
|
Amf Tjanstepension AB | Exited· Q1 2026 | −$72M | −1.3M | −100.0% | Q1 2026 | |||||
|
Hood River Capital Management LLC
· Exited
−$72M
Change
−1.3M
Δ Own
−100.0%
Date
Q1 2026
|
Hood River Capital Management LLC | Exited· Q1 2026 | −$72M | −1.3M | −100.0% | Q1 2026 | |||||
|
Qube Research & Technologies Ltd
· Added
+$70M
Change
+1.3M
Date
Q1 2026
|
Qube Research & Technologies Ltd | Added· Q1 2026 | +$70M | +1.3M | – | Q1 2026 | |||||
|
Holocene Advisors, LP
· Reduced
−$69M
Change
−1.3M
Date
Q1 2026
|
Holocene Advisors, LP | Reduced· Q1 2026 | −$69M | −1.3M | – | Q1 2026 | |||||
|
Janus Henderson Group PLC
· Reduced
−$67M
Change
−1.2M
Date
Q1 2026
|
Janus Henderson Group PLC | Reduced· Q1 2026 | −$67M | −1.2M | – | Q1 2026 | |||||
|
Samlyn Capital, LLC
· Reduced
−$58M
Change
−1.1M
Date
Q1 2026
|
Samlyn Capital, LLC | Reduced· Q1 2026 | −$58M | −1.1M | – | Q1 2026 | |||||
|
FMR LLC
· Reduced
−$51M
Change
−951K
Δ Own
−15.0%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | −$51M | −951K | −15.0% | Q1 2026 | |||||
|
Pictet Asset Management Holding SA
· Reduced
−$50M
Change
−927K
Date
Q1 2026
|
Pictet Asset Management Holding SA | Reduced· Q1 2026 | −$50M | −927K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Hope James D.
· Director
Buy
+$95K
|
Hope James D. | Director | Buy | $46.01 | +2K | +$95K | 12K | +21.2% | Jul 6, 2026 | Jul 8, 2026 | |||||||||
|
Castellano James G.
· Director
Grant (A)
3K
|
Castellano James G. | Director | Grant (A) | – | 3K | – | 7K | +60.3% | Jun 23, 2026 | Jun 24, 2026 | |||||||||
|
Newman Margaret
· Director
Grant (A)
3K
|
Newman Margaret | Director | Grant (A) | – | 3K | – | 17K | +20.1% | Jun 23, 2026 | Jun 24, 2026 | |||||||||
|
Hardwick M. Susan
· Director
Grant (A)
3K
|
Hardwick M. Susan | Director | Grant (A) | – | 3K | – | 3K | +482.6% | Jun 23, 2026 | Jun 24, 2026 | |||||||||
|
Mazzarella Kathleen M.
· Director
Grant (A)
3K
|
Mazzarella Kathleen M. | Director | Grant (A) | – | 3K | – | 17K | +20.1% | Jun 23, 2026 | Jun 24, 2026 | |||||||||
|
Hope James D.
· Director
Grant (A)
3K
|
Hope James D. | Director | Grant (A) | – | 3K | – | 10K | +40.3% | Jun 23, 2026 | Jun 24, 2026 | |||||||||
|
Amirthalingam Bhavani
· Director
Grant (A)
3K
|
Amirthalingam Bhavani | Director | Grant (A) | – | 3K | – | 18K | +18.5% | Jun 23, 2026 | Jun 24, 2026 | |||||||||
|
Gipson Dennis G.
· Director
Grant (A)
3K
|
Gipson Dennis G. | Director | Grant (A) | – | 3K | – | 17K | +20.1% | Jun 23, 2026 | Jun 24, 2026 | |||||||||
|
Kimbrough Orvin T.
· Director
Grant (A)
3K
|
Kimbrough Orvin T. | Director | Grant (A) | – | 3K | – | 17K | +20.1% | Jun 23, 2026 | Jun 24, 2026 | |||||||||
|
Buck Robert M.
· Director
Grant (A)
3K
|
Buck Robert M. | Director | Grant (A) | – | 3K | – | 16K | +21.4% | Jun 23, 2026 | Jun 24, 2026 | |||||||||
|
Harper Carla D.
· Officer
Tax withholding or exercise payment (F)
-$27K
|
Harper Carla D. | Officer | Tax withholding or exercise payment (F) | $47.25 | -568 | -$27K | 13K | −4.1% | Jun 22, 2026 | Jun 24, 2026 | |||||||||
|
Bradbury Robyn L.
· CFO
2 operations
−$263K
|
Bradbury Robyn L. | CFO | 2 operations | $51.94–$52.84 | −5K | −$263K | 12K | – | Apr 17, 2026 | Apr 21, 2026 | |||||||||
|
Bradbury Robyn L.
· CFO
2 operations
0
|
Bradbury Robyn L. | CFO | 2 operations | – | 0 | – | 5K | – | Apr 17, 2026 | Apr 21, 2026 | |||||||||
|
Bradbury Robyn L.
· CFO
2 operations
0
|
Bradbury Robyn L. | CFO | 2 operations | – | 0 | – | 0 | – | Apr 17, 2026 | Apr 21, 2026 | |||||||||
|
Hope James D.
· Director
Buy
+$100K
|
Hope James D. | Director | Buy | $50.70 | +2K | +$100K | 7K | – | Apr 7, 2026 | Apr 9, 2026 | |||||||||
N
A
M
M
G
A
434 reporting institutions disclosed CNM position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.