MORGAN STANLEY

Position in CF — CF Industries Holdings, Inc.

CIK 895421 NEW YORK, NY

Back to CF Full portfolio

Position in CF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$232,972,699

-$75,175,399 QoQ

Shares Held

2,151,974

-9.3% QoQ

Ownership

1.42%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#17

of 954 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Common Shares in CF Over Time

Shares Held

Position Value (USD)

Position in Agricultural Inputs

Basic Materials · as of Jun 30, 2026

MORGAN STANLEY holds $1,436,603,212 across 12 Agricultural Inputs names. CF ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTVA	Corteva, Inc.	7,993,002	$676,927,333
2	NTR	Nutrien Ltd.	3,918,943	$246,697,454
3	CF	CF Industries Holdings, Inc. This page	2,151,974	$232,972,699
4	MOS	Mosaic Co	5,152,979	$109,191,619
5	ICL	ICL Group Ltd.	9,837,668	$48,991,583
6	UAN	Cvr Partners, LP	438,977	$48,937,155
7	SMG	Scotts Miracle-Gro Co	634,798	$43,236,087
8	FMC	Fmc Corp	2,120,151	$24,381,734

All Filings in CF

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,972,699	2,151,974	-9.3%	Shares	Defined	2026-08-13
2026-03-31	$308,148,098	2,373,291	-29.4%	Shares	Defined	2026-05-15
2025-12-31	$259,872,835	3,360,135	-8.2%	Shares	Defined	2026-05-27
2025-09-30	$328,442,466	3,661,566	+9.5%	Shares	Defined	2026-05-27
2025-06-30	$307,631,532	3,343,821	+46.2%	Shares	Defined	2025-08-15
2025-03-31	$178,718,730	2,286,868	+6.9%	Shares	Defined	2025-05-15
2024-12-31	$182,521,573	2,139,259	+16.2%	Shares	Defined	2025-05-15
2024-09-30	$157,989,713	1,841,372	-5.3%	Shares	Defined	2025-05-14
2024-06-30	$144,193,339	1,945,404	-15.5%	Shares	Defined	2025-05-14
2024-03-31	$191,683,797	2,303,615	+10.4%	Shares	Defined	2024-10-17
2023-12-31	$165,919,120	2,087,033	-7.4%	Shares	Defined	2024-08-16
2023-09-30	$193,145,636	2,252,690	-5.4%	Shares	Defined	2023-11-15
2023-06-30	$165,303,525	2,381,209	+16.8%	Shares	Defined	2023-08-14
2023-03-31	$147,819,064	2,039,165	-49.2%	Shares	Defined	2023-05-15
2022-12-31	$342,025,598	4,014,385	+101.0%	Shares	Defined	2023-02-14
2022-09-30	$192,217,021	1,997,060	-14.6%	Shares	Defined	2022-11-14
2022-06-30	$200,592,678	2,339,819	+88.7%	Shares	Defined	2022-10-27
2022-03-31	$127,778,934	1,239,850	-25.2%	Shares	Defined	2022-10-27
2021-12-31	$117,315,368	1,657,465	+22.4%	Shares	Defined	2022-02-14
2021-09-30	$75,575,476	1,353,914	+3.0%	Shares	Defined	2021-11-15
2021-06-30	$67,609,052	1,314,073	+47.4%	Shares	Defined	2021-08-23
2021-03-31	$40,458,943	891,559	-19.6%	Shares	Defined	2021-05-17
2020-12-31	$42,906,276	1,108,403	+16.7%	Shares	Defined	2021-02-16
2020-09-30	$29,165,836	949,718	+18.7%	Shares	Defined	2020-11-13
2020-06-30	$22,521,650	800,343	+179.9%	Shares	Defined	2020-08-14
2020-03-31	$7,776,614	285,905	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.