CLEARFIELD INC (CLFD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
126
Reporting holders
$356.3M
Reported value
63.7%
Of shares outstanding
3.4%
Held as options
+3
Holder change
Institutions report 8,658,270 shares against 13,583,955 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AIGH Capital Management LLC | $40.1M | 1,008,469 | 2.53% | new | NEW |
| BlackRock, Inc. | $38.1M | 957,424 | 0.00% | 8q | +6.6%+$2.4M |
| ACK Asset Management LLC | $32.2M | 810,200 | 3.76% | 11q | +10.2%+$3.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $19.2M | 481,816 | 0.00% | 2q | -5.5%-$1.1M |
| MAIRS & POWER INC | $15.3M | 385,257 | 0.14% | 15q | -47.4%-$13.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $14.8M | 371,245 | 0.00% | 2q | +4.4%+$616.4K |
| STATE STREET CORP | $14.5M | 363,209 | 0.00% | 31q | +12.7%+$1.6M |
| DIMENSIONAL FUND ADVISORS LP | $14.2M | 357,104 | 0.00% | 31q | +1.0%+$143.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $12.0M | 302,039 | 0.00% | 31q | +5.7%+$644.7K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $11.0M | 277,610 | 0.55% | 10q | -4.1%-$477.5K |
| ROYAL BANK OF CANADA | $10.4M | 262,147 | 0.00% | 31q | -7.2%-$803.6K |
| ROYCE & ASSOCIATES LP | $10.2M | 256,990 | 0.08% | 31q | HELD |
| D. E. Shaw & Co., Inc. | $9.1M | 227,722 | 0.00% | 16q | +61.5%+$3.5M |
| CITADEL ADVISORS LLC | $7.6M | 131,916 | 0.00% | 24q | -47.8%-$6.9M |
| Dana Investment Advisors, Inc. | $6.4M | 161,550 | 0.17% | 10q | -9.9%-$708.7K |
| JPMORGAN CHASE & CO | $6.4M | 164,458 | 0.00% | 31q | -28.9%-$2.6M |
| MILLENNIUM MANAGEMENT LLC | $5.7M | 142,431 | 0.00% | 5q | +197.1%+$3.8M |
| JANE STREET GROUP, LLC | $5.6M | options only | 0.00% | 22q | OPTIONS |
| GOLDMAN SACHS GROUP INC | $5.5M | 139,129 | 0.00% | 27q | +83.8%+$2.5M |
| Divisadero Street Capital Management, LP | $5.2M | 130,783 | 0.12% | new | NEW |
| NORTHERN TRUST CORP | $5.0M | 125,744 | 0.00% | 31q | +3.1%+$151.0K |
| MARSHALL WACE, LLP | $4.5M | 112,403 | 0.00% | 16q | -20.7%-$1.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.0M | 99,389 | 0.00% | 31q | +6.1%+$225.7K |
| Sixth Street Partners Management Company, L.P. | $4.0M | 99,389 | 0.00% | new | NEW |
| LAZARD ASSET MANAGEMENT LLC | $3.3M | 82,680 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $3.2M | 79,275 | 0.00% | 31q | -31.2%-$1.4M |
| VANGUARD FIDUCIARY TRUST CO | $3.0M | 75,275 | 0.00% | 2q | HELD |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3.0M | 74,391 | 0.01% | new | NEW |
| MORGAN STANLEY | $2.9M | 72,894 | 0.00% | 35q | +76.0%+$1.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 34,485 | 0.00% | 25q | -5.5%-$147.7K |
| Wealth Group Ltd | $1.9M | 47,000 | 0.36% | 11q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $1.8M | 45,795 | 0.00% | 7q | -66.5%-$3.6M |
| Russell Investments Group, Ltd. | $1.7M | 43,503 | 0.00% | 17q | -39.1%-$1.1M |
| CREDIT AGRICOLE S A | $1.7M | 42,000 | 0.00% | 3q | HELD |
| Ancora Advisors LLC | $1.6M | 41,192 | 0.03% | 9q | -63.2%-$2.8M |
| IMC-Chicago, LLC | $1.6M | 5,448 | 0.00% | 2q | HELD |
| Bank of New York Mellon Corp | $1.5M | 36,547 | 0.00% | 31q | +7.8%+$105.4K |
| UBS Group AG | $1.5M | 36,450 | 0.00% | 31q | -48.2%-$1.4M |
| RHUMBLINE ADVISERS | $1.4M | 35,970 | 0.00% | 31q | +117.9%+$774.4K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.4M | 35,872 | 0.01% | 3q | +139.1%+$830.4K |
| PRINCIPAL FINANCIAL GROUP INC | $1.4M | 35,235 | 0.00% | 4q | +7.3%+$95.9K |
| GROUP ONE TRADING LLC | $1.0M | options only | 0.00% | 6q | OPTIONS |
| AMERICAN CENTURY COMPANIES INC | $1.0M | 25,608 | 0.00% | 10q | -33.6%-$514.9K |
| Invesco Ltd. | $949.9K | 23,873 | 0.00% | 10q | -18.0%-$209.2K |
| Nuveen, LLC | $937.7K | 23,566 | 0.00% | 6q | HELD |
| Qube Research & Technologies Ltd | $829.3K | 20,841 | 0.00% | 3q | -47.8%-$760.1K |
| Trexquant Investment LP | $814.5K | 20,469 | 0.00% | 12q | -77.5%-$2.8M |
| Informed Momentum Co LLC | $812.0K | 20,407 | 0.07% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $808.9K | 20,328 | 0.00% | 2q | +41.5%+$237.3K |
| Campbell & CO Investment Adviser LLC | $772.8K | 19,421 | 0.04% | 5q | -18.6%-$176.4K |
| BARCLAYS PLC | $692.2K | 17,397 | 0.00% | 31q | -62.9%-$1.2M |
| PEAK6 LLC | $673.7K | 8,232 | 0.00% | new | NEW |
| Sequoia Financial Advisors, LLC | $567.8K | 14,270 | 0.00% | 7q | +14.8%+$73.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $560.7K | 14,091 | 0.00% | 5q | -80.0%-$2.2M |
| SEI INVESTMENTS CO | $508.4K | 12,776 | 0.00% | new | NEW |
| High Note Wealth, LLC | $492.4K | 12,375 | 0.08% | 15q | HELD |
| DEUTSCHE BANK AG\ | $439.5K | 11,046 | 0.00% | 34q | +6.4%+$26.5K |
| RAYMOND JAMES FINANCIAL INC | $394.2K | 9,906 | 0.00% | 7q | -7.6%-$32.3K |
| WELLS FARGO & COMPANY/MN | $388.6K | 9,767 | 0.00% | 31q | +8.4%+$30.2K |
| LPL Financial LLC | $388.3K | 9,758 | 0.00% | 6q | +28.6%+$86.3K |
| Linden Thomas Advisory Services, LLC | $382.5K | 9,612 | 0.03% | 2q | -0.9%-$3.4K |
| ALLIANCEBERNSTEIN L.P. | $365.4K | 13,803 | 0.00% | 22q | -7.8%-$31.0K |
| AXQ CAPITAL, LP | $354.6K | 8,913 | 0.04% | new | NEW |
| Dorsey & Whitney Trust CO LLC | $339.4K | 8,530 | 0.02% | 6q | -35.6%-$187.4K |
| Quantinno Capital Management LP | $334.2K | 8,398 | 0.00% | new | NEW |
| Creative Planning | $332.1K | 8,347 | 0.00% | 5q | -39.5%-$217.1K |
| CenterBook Partners LP | $320.9K | 8,064 | 0.02% | new | NEW |
| SIMPLEX TRADING, LLC | $318.3K | options only | 0.00% | 24q | OPTIONS |
| PACK Private Wealth, LLC | $298.4K | 7,500 | 0.12% | new | NEW |
| BARD ASSOCIATES INC | $293.0K | 7,364 | 0.07% | 27q | -2.1%-$6.3K |
| MetLife Investment Management, LLC | $292.6K | 7,353 | 0.00% | 24q | HELD |
| K2 PRINCIPAL FUND, L.P. | $291.3K | 7,320 | 0.02% | new | NEW |
| ExodusPoint Capital Management, LP | $289.4K | 7,274 | 0.00% | 3q | -72.2%-$751.4K |
| Aquatic Capital Management LLC | $271.0K | 6,810 | 0.01% | 3q | +1410.0%+$253.0K |
| CITIGROUP INC | $270.2K | 6,791 | 0.00% | 31q | +249.3%+$192.9K |
| Mariner, LLC | $269.8K | 6,779 | 0.00% | new | NEW |
| Lotus Technology Management, LP | $235.6K | 5,921 | 0.29% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $210.6K | 5,293 | 0.00% | 9q | -3.2%-$6.9K |
| NEW YORK STATE COMMON RETIREMENT FUND | $203.3K | 5,109 | 0.00% | 31q | HELD |
| Vanguard Global Advisers, LLC | $177.5K | 4,462 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $149.1K | 3,746 | 0.00% | 7q | HELD |
| FMR LLC | $108.8K | 2,734 | 0.00% | 21q | -1.8%-$2.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $108.7K | 2,731 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $105.0K | 2,640 | 0.00% | 26q | -2.7%-$2.9K |
| State of Wyoming | $96.3K | 2,420 | 0.01% | 16q | -47.2%-$86.0K |
| Legal & General Group Plc | $88.7K | 2,228 | 0.00% | 31q | +111.2%+$46.7K |
| Cetera Trust Company, N.A | $79.6K | 2,000 | 0.04% | 11q | -46.7%-$69.6K |
| BNP PARIBAS FINANCIAL MARKETS | $65.3K | 1,642 | 0.00% | 31q | -34.4%-$34.3K |
| JONES FINANCIAL COMPANIES LLLP | $55.6K | 1,440 | 0.00% | 3q | HELD |
| Ameritas Investment Partners, Inc. | $38.2K | 961 | 0.00% | 31q | HELD |
| Tower Research Capital LLC (TRC) | $30.6K | 768 | 0.00% | 25q | -63.9%-$54.2K |
| Pinnacle Wealth Planning Services, Inc. | $25.9K | 651 | 0.00% | 3q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $22.1K | 556 | 0.00% | 3q | HELD |
| Quantbot Technologies LP | $20.2K | 508 | 0.00% | new | NEW |
| Lodestone Wealth Management LLC | $14.1K | 354 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $12.0K | 301 | 0.00% | 13q | HELD |
| SHP Wealth Management | $11.9K | 300 | 0.00% | 2q | HELD |
| Caitong International Asset Management Co., Ltd | $10.4K | 262 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $9.2K | 232 | 0.00% | 8q | -6.5% |
| Birchwood Financial Partners, Inc. | $8.0K | 200 | 0.01% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G | Orin Hirschmanwith 1 co-filers | 7.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 126 | $356.3M | 8,658,270 | 25 | 29 | 46 | 3.4% |
| Q1 2026 | 123 | $215.3M | 8,025,300 | 15 | 34 | 43 | 1.3% |
| Q4 2025 | 120 | $233.6M | 7,936,713 | 17 | 32 | 37 | 0.9% |
| Q3 2025 | 122 | $291.6M | 8,396,838 | 16 | 39 | 37 | 1.0% |
| Q2 2025 | 124 | $375.2M | 8,539,717 | 23 | 38 | 43 | 1.2% |
| Q1 2025 | 124 | $250.4M | 8,336,803 | 16 | 36 | 36 | 1.1% |
| Q4 2024 | 134 | $262.8M | 8,432,696 | 21 | 31 | 38 | 0.5% |
| Q3 2024 | 128 | $351.9M | 8,940,281 | 18 | 34 | 37 | 1.0% |
| Q2 2024 | 127 | $367.5M | 9,184,701 | 18 | 35 | 36 | 3.6% |
| Q1 2024 | 134 | $315.0M | 9,592,589 | 23 | 42 | 31 | 6.1% |
| Q4 2023 | 132 | $308.2M | 10,063,302 | 26 | 39 | 33 | 5.2% |
| Q3 2023 | 126 | $294.9M | 9,839,853 | 16 | 41 | 29 | 4.4% |
| Q2 2023 | 140 | $510.2M | 10,128,564 | 20 | 45 | 41 | 6.1% |
| Q1 2023 | 148 | $417.2M | 8,320,860 | 27 | 65 | 32 | 7.1% |
| Q4 2022 | 177 | $798.0M | 8,085,919 | 46 | 49 | 53 | 5.7% |
| Q3 2022 | 190 | $962.3M | 8,363,700 | 70 | 52 | 46 | 9.0% |
| Q2 2022 | 138 | $439.8M | 6,620,343 | 20 | 35 | 51 | 6.7% |
| Q1 2022 | 135 | $430.8M | 6,201,616 | 26 | 35 | 46 | 6.1% |
| Q4 2021 | 132 | $519.9M | 5,803,853 | 32 | 37 | 41 | 5.9% |
| Q3 2021 | 106 | $254.2M | 5,650,354 | 14 | 28 | 46 | 1.9% |
| Q2 2021 | 101 | $212.0M | 5,381,287 | 17 | 23 | 33 | 4.2% |
| Q1 2021 | 94 | $155.9M | 4,938,631 | 29 | 19 | 32 | 3.7% |
| Q4 2020 | 71 | $128.6M | 4,976,289 | 15 | 21 | 22 | 4.3% |
| Q3 2020 | 58 | $95.3M | 4,626,592 | 16 | 13 | 21 | 2.0% |
| Q2 2020 | 51 | $59.5M | 4,240,334 | 8 | 21 | 9 | 0.3% |
| Q1 2020 | 51 | $48.8M | 4,088,699 | 5 | 13 | 17 | 0.5% |
| Q4 2019 | 52 | $59.9M | 4,239,695 | 8 | 15 | 14 | 1.1% |
| Q3 2019 | 47 | $47.5M | 3,986,129 | 2 | 15 | 12 | 0.4% |
| Q2 2019 | 50 | $54.2M | 4,054,358 | 7 | 13 | 12 | 0.8% |
| Q1 2019 | 48 | $58.9M | 3,973,693 | 8 | 12 | 15 | 0.8% |
| Q4 2018 | 43 | $40.1M | 4,045,681 | 0 | 0 | 2 | 0.0% |