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CF CF Industries Holdings Inc.

Materials, filed as CF INDS HLDGS INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.4%
  • $1.1M
  • 1 reduce

In 2026 Q3 Murphy Pohlad trimmed CF Industries.

Who owns this now

Largest portfolio weights among holders, up to 0.4% (Murphy Pohlad, Murphy Pohlad Asset Management). Not free-float ownership.

  1. Murphy Pohlad Reduce 0.39%

Who owns CF

Sorted by value, long equity only, as of 2026 Q3.

History
Murphy Pohlad, Murphy Pohlad Asset Management 0.39% Reduce −3.0% 9,800 $1.1M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CF's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CF insider trades
  • None no insider bought on the open market
  • $69.8M sold by 8 insiders outside a trading plan
  • $2.4M sold by 1 insider under 10b5-1 plans
  1. Erik M. Mayer VP, Clean Energy & BusDevelop
    Sale
    $187K 1,500 shares at $124.69 19% of stake
    Traded Mar 17 Filed Mar 19
    ↗
  2. Richard A Hoker VP and Corporate Controller
    Sale
    $439K 3,499 shares at $125.38 10% of stake
    Traded Mar 17 Filed Mar 19
    ↗
  3. Bert A Frost EVP, Chief Commercial Officer
    Sale
    $756K 6,000 shares at $126.00 7.9% of stake
    Traded Mar 17 Filed Mar 19
    ↗
  4. Susan L Menzel EVP and Chief Admin. Officer
    Sale
    $2.5M 18,041 shares at $136.06 24% of stake
    Traded Mar 12 Filed Mar 13
    ↗
  5. Bert A Frost EVP, Chief Commercial Officer
    Sale
    $854K 6,250 shares at $136.69 7.6% of stake
    Traded Mar 12 Filed Mar 13
    ↗
  6. W Anthony Will CEO
    Sale
    $10.3M 81,651 shares at $126.56 60% of stake
    Traded Mar 11–13 Filed Mar 13
    ↗
  7. W Anthony Will CEO
    Sale
    $6.3M 57,364 shares at $109.35 30% of stake
    Traded Mar 5 Filed Mar 9
    ↗
  8. Michael Patrick McGrane SVP, Gen. Counsel & Secretary
    Sale
    $427K 3,666 shares at $116.50 16% of stake
    Traded Mar 6 Filed Mar 9
    ↗
  9. Susan L Menzel EVP and Chief Admin. Officer
    Sale
    $799K 7,200 shares at $111.00 8.9% of stake
    Traded Mar 5 Filed Mar 9
    ↗
  10. Erik M. Mayer VP, Clean Energy & BusDevelop
    Sale
    $256K 2,200 shares at $116.25 22% of stake
    Traded Mar 6 Filed Mar 9
    ↗
  11. Ashraf K Malik Sr. VP, Manufacturing & D'istn
    Sale
    $271K 2,439 shares at $111.00 36% of stake
    Traded Mar 5 Filed Mar 9
    ↗
  12. Richard A Hoker VP and Corporate Controller
    Sale
    $676K 6,184 shares at $109.33 15% of stake
    Traded Mar 5 Filed Mar 9
    ↗
  13. Bert A Frost EVP, Chief Commercial Officer
    Planned sale
    $1.8M 15,534 shares at $118.01 16% of stake
    Traded Mar 6–9 Filed Mar 9
    ↗
  14. Linda M Dempsey VP, Public Affairs
    Sale
    $213K 2,000 shares at $106.50 10% of stake
    Traded Mar 4–5 Filed Mar 6
    ↗
  15. W Anthony Will CEO
    Sale
    $7M 64,273 shares at $109.06 25% of stake
    Traded Mar 3 Filed Mar 5
    ↗

Also filed in the last 12 months, not counted as buying or selling: 28 stock grants, 27 share withholdings for taxes, 10 gifts, and 1 sale back to the company.

Congress

4 members of Congress traded CF in the last three years: 4 buys and 1 sale. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 9 filed Feb 13
  3. Julia Letlow R-LA-5 Sell $1K–$15K Aug 8, 2025 filed Jan 13
  4. Julia Letlow R-LA-5 Buy $1K–$15K Oct 23, 2024 filed Jan 13
  5. Val T. Hoyle D-OR-4Spouse Buy $1K–$15K Oct 29, 2024 filed Sep 12, 2025

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
8-K 5.02 Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A FORM-DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 7.01 Filing Doc

Source: SEC EDGAR submissions, updated 14 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $6.63B $5.94B $7.08B
Gross profit $2.54B $2.06B $2.72B
Gross margin * 38.4% 34.6% 38.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.05B $2.52B $2.98B
Total non-current assets * $11.33B $10.95B $11.1B
Total assets $14.38B $13.47B $14.09B
Total current liabilities $800M $818M $887M
Total equity $5.72B $4.98B $4.84B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.76B $2.27B $2.75B
Cash from investing -$1.68B -$0.469B -$0.933B
Cash from financing -$1.37B -$2.2B -$1.48B
Net change in cash -$291M -$418M $368M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.