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Cullen/Frost Bankers, Inc.

CFR Financials
$134.7 $-0.55 (-0.41%)
Market Cap: $8.46 B
Gurus Holding
5
Popularity Rank
#1944
% of Shares Held
4.29%
Net Activity (Q1 2026)
+$306.55 M

Guru Ownership Trend

Guru Analysis for Cullen/Frost Bankers, Inc. (CFR)

Cullen/Frost Bankers, Inc. (CFR), a key player in the Financials sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $363.15 M.

Top institutional holders include First Eagle Investment and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $306.55 M net inflow during the quarter.

Recent activity highlights First Eagle Investment who opened a new position. Conversely, Ray Dalio reduced exposure by 39.5%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$322.84 M
Total Buy Value
New Buys 1
Additions 1
-$16.28 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for Cullen/Frost Bankers, Inc. (CFR)

Major holders include First Eagle Investment ($310.61 M), Cliff Asness ($27.74 M), Ray Dalio ($12.73 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.7 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $306.55 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited CFR. The total reported sell value was $16.28 M.

Yes, 1 managers opened new positions in CFR, and 1 increased their existing holdings. The total reported buy value was $322.84 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.41% New Buy 2,265,874 $310.61 M Q1 2026
0.01% Add 78.9% 202,650 $27.74 M Q1 2026
0.06% Reduce -39.5% 92,885 $12.73 M Q1 2026
0.02% Reduce -29.4% 91,900 $12.6 M Q1 2026
0.06% Reduce -0.1% 42,696 $5.85 M Q1 2026
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