Stocklore

Cleveland-Cliffs Inc. (CLF)

Materials · US stock

What changed in recent filings

  • Institutions — 2 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Cleveland-Cliffs Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 4
2019 Q1 · 32019 Q2 · 22019 Q3 · 32019 Q4 · 12020 Q1 · 12020 Q2 · 12020 Q3 · 12020 Q4 · 22021 Q1 · 32021 Q2 · 22021 Q3 · 22021 Q4 · 12022 Q1 · 22022 Q2 · 12022 Q3 · 22022 Q4 · 32023 Q1 · 22023 Q2 · 32023 Q3 · 42023 Q4 · 12024 Q1 · 42024 Q2 · 32024 Q3 · 12024 Q4 · 22025 Q1 · 12025 Q2 · 12025 Q3 · 42025 Q4 · 42026 Q1 · 42026 Q2 · 4
19 Q122 Q326 Q2

2019 Q1: 3 → 2026 Q2: 4 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Cleveland-Cliffs Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Point72 Asset Management0.02% of portfolio · since 2024 Q4
  • Tudor Investment Corp0.01% of portfolio · since 2025 Q3
  • Bridgewater Associates0.01% of portfolio · since 2025 Q3
  • Duquesne Family Office0.76% of portfolio · since 2025 Q3

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Cleveland-Cliffs Inc is a flat-rolled steel producer and manufacturer of iron ore pellets in North America. It is organized into four operating segments based on differentiated products, Steelmaking, Tubular, Tooling and Stamping and European Operations, but operates through one reportable segment -Steelmaking. It is vertically integrated from mined raw materials, direct reduced iron, and ferrous scrap to primary steelmaking and downstream finishing, stamping, tooling and tubing. It serves a diverse range of other markets due to its comprehensive offering of flat-rolled steel products. Geographically, it operates in the United States, Canada and other countries. The majority of revenue is from the United States. It is a supplier of steel to the automotive industry in North America.

What is the Materials sector?

Mining, precious metals, and steel. Sensitive to commodity prices and the dollar.

Cleveland-Cliffs Inc. is classified under the Materials sector. See peers below.

CLF segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Jun '25Jun '26
Steelmaking 98%Other Businesses 3%Eliminations -1%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Cleveland-Cliffs Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.01%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.01%

CLF on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Materials average
See full CLF analysis →

CLF FAQ

What is Cleveland-Cliffs Inc. (CLF)?

Cleveland-Cliffs Inc is a flat-rolled steel producer and manufacturer of iron ore pellets in North America. It is organized into four operating segments based on differentiated products, Steelmaking, Tubular, Tooling and Stamping and European Operations, but operates through one reportable segment -Steelmaking. It is vertically integrated from mined raw materials, direct reduced iron, and ferrous scrap to primary steelmaking and downstream finishing, stamping, tooling and tubing. It serves a diverse range of other markets due to its comprehensive offering of flat-rolled steel products. Geographically, it operates in the United States, Canada and other countries. The majority of revenue is from the United States. It is a supplier of steel to the automotive industry in North America.

What sector is Cleveland-Cliffs Inc. in?

Cleveland-Cliffs Inc. is classified under Materials. Mining, precious metals, and steel. Sensitive to commodity prices and the dollar.

Where can I analyze Cleveland-Cliffs Inc. (CLF) stock?

On Stocklore you can see CLF's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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