CNM — CORE & MAIN INC
As of Q2 2026, 39 SEC-registered investment managers reported holding CNM (CORE & MAIN INC) in their latest 13F filings, with a combined reported value of $3.85B across 80.46M shares. That is +9.0% by share count (+6.67M shares) versus the previous quarter, while reported value moved +6.3%. Ownership is concentrated: the five largest holders account for 61.9% of reported value and the top ten for 80.6%.
Compared with the prior quarter, 3 opened new positions, 23 added to existing stakes, 13 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CNM is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 17.60M | $914.58M | 0.01% | Reduce |
| BlackRock Inc history | Q2 2026 | 18.36M | $885.76M | 0.01% | Reduce |
| Capital World Investors history | Q2 2026 | 11.47M | $553.57M | 0.07% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 8.96M | $432.28M | 0.02% | Add |
| Morgan Stanley history | Q2 2026 | 6.04M | $291.44M | 0.02% | Add |
| D. E. Shaw & Co history | Q2 2026 | 4.58M | $220.91M | 0.12% | Add |
| Amundi US history | Q2 2026 | 3.85M | $185.58M | 0.05% | Add |
| Geode Capital Management history | Q2 2026 | 3.58M | $172.63M | 0.01% | Reduce |
| Janus Henderson Group history | Q1 2026 | 3.38M | $166.87M | 0.08% | Reduce |
| Point72 Asset Management history | Q2 2026 | 3.08M | $148.56M | 0.17% | Add |
| Maverick Capital history | Q1 2024 | 2.34M | $133.79M | 2.53% | Add |
| Norges Bank Investment Management history | Q2 2026 | 2.40M | $115.78M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 2.07M | $99.79M | 0.01% | Add |
| Invesco Ltd history | Q2 2026 | 2.01M | $96.90M | 0.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 1.58M | $76.14M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 1.49M | $71.77M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 1.43M | $68.83M | 0.01% | New |
| Renaissance Technologies history | Q2 2026 | 1.41M | $67.96M | 0.09% | Add |
| UBS Group AG history | Q2 2026 | 1.29M | $62.39M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 1.03M | $49.66M | 0.01% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.43M sh · $68.83M
- Two Sigma Investments 34.00K sh · $1.64M
- Bridgewater Associates 29.37K sh · $1.42M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 3.38M sh · $166.87M
- Davidson Kempner Capital Management sold 250.00K sh · $12.35M
- Arrowstreet Capital sold 17.14K sh · $846.47K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 20.78M | 22.34M | 21.83M | 19.06M | 19.03M | 18.93M | 19.21M | 18.36M |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.51M | 5.95M | 6.29M | 11.57M | 11.47M |
| Fidelity Management & Research (FMR) | — | — | 45.43K | 148 | 294 | 21.01K | 21.15K | 5.21M | 7.87M | 7.40M | 8.21M | 6.79M | 8.70M | 9.06M | 6.79M | 5.95M | 6.22M | 6.35M | 5.40M | 8.96M |
| Morgan Stanley | 203.72K | 422.65K | 158.41K | 589.54K | 673.56K | 3.53M | 3.75M | 3.43M | 4.22M | 4.32M | 4.27M | 3.31M | 3.18M | 7.22M | 10.62M | 15.84M | 13.47M | 14.59M | 5.44M | 6.04M |
| D. E. Shaw & Co | 28.78K | 119.31K | — | — | — | — | — | 498.03K | 828.29K | 506.67K | 3.58K | — | 75.47K | 304.28K | 620.68K | 322.16K | 888.03K | 2.48M | 3.84M | 4.58M |
| Amundi US | 778.85K | 2.16M | 2.71M | 2.68M | 3.48M | 4.68M | 4.59M | 4.19M | 3.57M | 3.29M | 2.48M | 2.54M | 3.46M | 3.66M | 3.27M | 3.36M | 2.34M | 3.06M | 3.05M | 3.85M |
| Geode Capital Management | 433.12K | 469.18K | 706.21K | 733.10K | 900.03K | 966.28K | 1.03M | 1.23M | 1.52M | 2.08M | 2.75M | 2.85M | 3.26M | 3.29M | 3.45M | 3.47M | 3.56M | 3.65M | 3.75M | 3.58M |
| Point72 Asset Management | — | — | — | — | — | 164.40K | — | — | 697.89K | 1.23M | 1.10M | 985.44K | 221.12K | 408.59K | 1.16M | 1.18M | 560.34K | 717.77K | 2.84M | 3.08M |
| Norges Bank Investment Management | — | — | — | — | — | 5.59M | — | — | — | 1.71M | — | 1.76M | — | 1.96M | — | 1.93M | — | 2.08M | — | 2.40M |
| Charles Schwab Investment Management | 174.30K | 184.50K | 328.47K | 361.46K | 490.76K | 540.10K | 556.31K | 628.64K | 1.06M | 1.35M | 1.73M | 1.80M | 1.54M | 1.67M | 1.78M | 1.79M | 1.83M | 1.86M | 1.95M | 2.07M |
| Invesco Ltd | 27.08K | 31.23K | 94.12K | 103.26K | 144.45K | 402.40K | 460.83K | 2.03M | 2.49M | 4.08M | 4.53M | 5.52M | 5.88M | 5.93M | 4.68M | 3.05M | 2.84M | 2.92M | 2.65M | 2.01M |
| Citadel Advisors | 415.31K | 142.87K | 820.66K | 91.69K | 600.83K | 208.34K | 267.32K | 619.14K | 1.29M | 314.11K | 360.40K | 312.99K | 367.28K | 469.57K | 242.01K | 486.48K | 209.30K | 432.16K | 119.55K | 1.58M |
| Northern Trust Corp | 128.14K | 146.65K | 228.13K | 238.91K | 271.03K | 298.19K | 310.60K | 380.73K | 557.46K | 1.04M | 1.21M | 1.43M | 1.52M | 1.76M | 1.68M | 1.60M | 1.58M | 1.52M | 1.51M | 1.49M |
| JPMorgan Chase & Co | 2.90K | 62.29K | 114.58K | 96.10K | 40.51K | 43.06K | 18.38K | 1.32M | 1.83M | 2.44M | 2.29M | 2.49M | 2.84M | 2.85M | 2.80M | 2.29M | 10.00K | 1.87M | — | 1.43M |
| Renaissance Technologies | — | 38.40K | — | 19.50K | — | 97.40K | — | 292.40K | 815.40K | 763.70K | 217.00K | 164.90K | 74.90K | 448.40K | 318.60K | 36.90K | — | — | 814.10K | 1.41M |
| UBS Group AG | 2.04K | 5.81K | 786 | — | 91.12K | 61.12K | 200 | 239.21K | 2.33K | 2.19K | 81.38K | 158.53K | 86.75K | 500.53K | 897.60K | 798.85K | 753.61K | 487.34K | 857.41K | 1.29M |
| BNY Mellon | 58.69K | 79.64K | 134.10K | 149.22K | 160.04K | 258.48K | 243.22K | 278.93K | 315.92K | 1.04M | 1.29M | 1.42M | 1.44M | 1.23M | 1.21M | 1.15M | 1.13M | 1.09M | 1.23M | 1.03M |
| Goldman Sachs Group | 1.04M | 1.16M | 1.58M | 1.61M | 1.64M | 1.76M | 1.89M | 1.48M | 1.68M | 1.20M | 1.04M | 966.62K | 728.24K | 237.13K | 291.99K | 313.73K | 418.40K | 440.44K | 584.26K | 902.78K |
| Legal & General Investment Management America | 3.21K | 16.28K | 336.75K | 358.05K | 347.81K | 382.43K | 464.43K | 474.14K | 383.14K | 459.77K | 454.97K | 492.25K | 567.39K | 542.31K | 586.99K | 637.19K | 578.96K | 572.24K | 655.28K | 677.59K |
| Principal Global Investors | 1.24M | 1.26M | 1.47M | 1.99M | 2.01M | 1.86M | 1.10M | — | 8.16K | 501.54K | 1.27M | 1.29M | 1.22M | 445.76K | 440.10K | 430.52K | 420.57K | 540.06K | 562.42K | 570.74K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details