HolderBook

FREEPORT-MCMORAN INC (FCX)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

93
Reporting holders
$374.7M
Reported value
0.0%
Calls
0.0%
Puts
-1,826
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Douglas Lane & Associates, LLC$101.1M1,444,7261.36%17q-3.0%-$3.1M
Artemis Investment Management LLP$81.0M1,156,6620.71%4q-45.1%-$66.4M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$68.0M971,4300.81%3q+4.0%+$2.6M
PKO BP BANKOWY Universal Pension Society JSC$30.8M440,6269.08%8q-16.5%-$6.1M
Oak Grove Capital LLC$10.4M149,0010.47%8q+492.3%+$8.7M
Mirador Capital Partners LP$9.5M135,3381.10%25q+3.7%+$333.9K
SAPIENT CAPITAL LLC$8.0M114,7660.11%3q-60.3%-$12.2M
Farther Finance Advisors, LLC$7.5M106,6230.05%16q+15.5%+$1.0M
Kessler Investment Group, LLC$6.8M96,9553.27%3q-3.8%-$269.0K
FIRST FINANCIAL BANK - TRUST DIVISION$3.8M53,7420.27%11q+5.6%+$201.0K
Iowa State Bank$3.5M50,1440.59%16q+50.7%+$1.2M
GAMMA Investing LLC$3.0M42,3370.10%12q+12.8%+$335.7K
Avidian Wealth Enterprises, LLC$2.3M33,3980.07%5q+165.1%+$1.5M
Pacifica Partners Inc.$2.3M33,3110.69%28q+0.7%+$16.0K
Retireful, LLC$2.0M28,2151.70%4q+392.7%+$1.6M
Athena Wealth Management, LLC$1.7M23,6891.19%4q-1.2%-$20.0K
Wedmont Private Capital$1.5M21,2240.04%16q+24.8%+$299.9K
AMERICAN NATIONAL BANK & TRUST$1.5M20,8110.13%4q+5.5%+$75.7K
Valeo Financial Advisors, LLC$1.3M18,9500.03%16q+3.1%+$39.3K
STABLEFORD CAPITAL II LLC$1.3M18,6740.45%14q-6.8%-$95.3K
Byrne Asset Management LLC$1.3M18,4210.71%20q+3.9%+$47.9K
Breakwater Capital Group$1.1M15,9300.13%16q+1.0%+$11.2K
MassMutual Private Wealth & Trust, FSB$1.1M15,5000.03%32qHELD
Eleva Capital SAS$1.0M16,6840.93%3q+638.9%+$907.3K
TITLEIST ASSET MANAGEMENT, LLC$998.6K14,2650.06%15qHELD
Veracity Capital LLC$985.2K14,0740.27%14q+12.7%+$111.0K
FELL CAPITAL MANAGEMENT /ADV$978.2K13,9750.84%4q-1.4%-$14.0K
Central Pacific Bank - Trust Division$914.3K13,0620.10%3qHELD
DOLIVER ADVISORS, LP$907.5K12,9650.20%16qHELD
Tactive Advisors, LLC$879.5K12,5640.21%6q+24.9%+$175.1K
EASTERN BANK$760.4K10,8630.01%9qHELD
MOODY NATIONAL BANK TRUST DIVISION$759.4K10,8490.06%8q+6.1%+$43.9K
Cooper Financial Group$724.0K10,3420.06%10q-16.9%-$147.2K
Boltwood Capital Management$718.8K10,2690.16%17q+3.4%+$23.8K
Atlas Brown,Inc.$705.5K10,0780.19%17qHELD
Vann Equity Management LLC$700.9K10,0140.42%3q-1.0%-$7.0K
BAKER TILLY WEALTH MANAGEMENT, LLC$694.3K9,9180.14%24q-24.5%-$224.8K
Everhart Financial Group, Inc.$663.5K9,4790.04%15q+8.9%+$54.2K
Quintet Private Bank (Europe) S.A.$630.3K9,0040.03%16q+30.0%+$145.4K
Versant Capital Management, Inc$616.1K8,8020.05%15q+0.7%+$4.4K
Successful Portfolios LLC$597.4K8,2600.28%16qHELD
RIVERSEDGE ADVISORS, LLC$548.6K7,8370.07%3q+7.9%+$40.1K
Whalen Wealth Management Inc.$525.9K7,5130.22%5q-34.6%-$278.7K
Wealth Science Advisors LLC$456.1K6,5160.19%4q-2.8%-$13.4K
Apella Capital, LLC$376.5K5,2390.00%newNEW
Venture Visionary Partners LLC$368.6K5,2660.01%24q+0.5%+$2.0K
Grove Bank & Trust$342.1K4,8870.03%16q+1.7%+$5.9K
Crumly & Associates Inc.$325.4K4,6480.06%20q+5.9%+$18.1K
Hardin Capital Partners, LLC$318.8K4,5540.16%4q+17.7%+$47.9K
LifeGoal Investments, LLC$318.7K4,5530.10%3q+16.2%+$44.4K
Prosperity Planning, Inc.$315.0K4,5000.07%3qHELD
Sound Income Strategies, LLC$312.2K4,3880.01%newNEW
CONGRESS ASSET MANAGEMENT CO$308.7K4,4100.00%23q-38.9%-$196.1K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$307.2K4,3880.22%4q+2.8%+$8.5K
CANANDAIGUA NATIONAL BANK & TRUST CO$292.8K4,1830.03%3qHELD
Plan A Wealth LLC$287.0K4,0990.10%4q+12.4%+$31.6K
ROCKLAND TRUST CO$286.5K4,0930.01%5q-5.2%-$15.8K
GK Wealth Management LLC$283.1K4,0430.16%2q-33.8%-$144.2K
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$263.5K3,7640.16%3qHELD
ARGUS INVESTORS' COUNSEL, INC.$258.5K3,6930.20%newNEW
Global Wealth Strategies & Associates$253.4K3,6200.05%newNEW
Baring Financial LLC$243.2K3,4750.13%2q+2.4%+$5.7K
Monument Capital Management$242.5K3,4640.05%3qHELD
New Covenant Trust Company, N.A.$230.8K3,2970.16%newNEW
DLK Investment Management, LLC$229.0K3,2710.08%newNEW
Biltmore Wealth Management, LLC$211.6K3,0220.07%newNEW
Rosenberg Matthew Hamilton$209.6K2,9940.04%20qHELD
Investment Partners Asset Management, Inc.$203.3K2,9050.11%newNEW
First Heartland Consultants, Inc.$202.8K2,8970.01%newNEW
Montecito Bank & Trust$201.2K2,8740.03%newNEW
CoreCap Advisors, LLC$191.2K2,7310.01%15q+4.6%+$8.5K
ARMSTRONG ADVISORY GROUP, INC$149.2K2,1310.01%16qHELD
Bank of New Hampshire$140.3K2,0050.03%19qHELD
Ausbil Investment Management Ltd$70.0K1,0000.04%13qHELD
Roxbury Financial LLC$60.5K8650.05%8q+45.9%+$19.0K
Wealth Enhancement Trust Services, Inc.$60.1K8580.01%4q-85.5%-$352.9K
FIRST COMMUNITY TRUST NA$51.5K7350.02%2qHELD
Hickory Point Bank & Trust$43.3K6180.03%3qHELD
STEPH & CO$27.4K3920.01%11q+10.1%+$2.5K
ELEVATION WEALTH PARTNERS, LLC$24.3K3470.01%5q+19.2%+$3.9K
BURKETT FINANCIAL SERVICES, LLC$21.7K3100.01%newNEW
Bullock Wealth Management Group$17.5K2530.01%11qHELD
Miller Global Investments, LLC$17.1K2450.01%3qHELD
Marquette Asset Management, LLC$16.4K2350.00%5qHELD
TOTH FINANCIAL ADVISORY CORP$8.2K1170.00%21q-25.5%-$2.8K
Planning Strategies Inc.$7.5K1070.00%2q+5.9%
ATWOOD & PALMER INC$7.4K1060.00%14qHELD
GoalVest Advisory LLC$4.7K670.00%19q-16.2%
GILPIN WEALTH MANAGEMENT, LLC$4.3K620.00%newNEW
Davis Capital Management$3.4K490.00%5q+44.1%+$1.1K
Retirement Wealth Solutions LLC$3.0K430.00%4q-40.3%-$2.0K
CX Institutional$1.8K25,4650.05%18q+165.5%+$1.1K
Noble Wealth Management PBC$1.2K170.00%newNEW
NEVILLE RODIE & SHAW INC$99114,1510.07%32qHELD
Trust Co$770110.00%4qHELD

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-25Currault Douglas N. IIEVP & General CounselSold80,000$6.3M
2026-08-05Higgins Stephen T.EVP & CAOSold14,277$992.3K
2026-07-30Higgins Stephen T.EVP & CAOSold7,550$475.6K
2026-08-05Mikes Ellie L.Chief Accounting OfficerSold4,773$334.1K
2026-08-27KENNARD LYDIA HDirectorSold3,798$300.5K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202693$374.7M5,353,6371438200.0%
Q2 20261,919$91.6B1,335,912,5201897775668.4%
Q1 20261,865$79.0B1,248,237,5862617045527.4%
Q4 20251,742$69.2B1,241,811,3702395935138.8%
Q3 20251,539$53.3B1,222,641,21415860247610.1%
Q2 20251,549$57.6B1,230,716,8451865595137.3%
Q1 20251,477$50.5B1,212,228,6331425705009.3%
Q4 20241,490$50.0B1,208,896,139895345067.9%
Q3 20241,563$65.8B1,209,269,7451415925248.4%
Q2 20241,548$64.0B1,218,532,6831815824767.4%
Q1 20241,479$63.0B1,232,717,6231535524668.0%
Q4 20231,440$55.0B1,193,290,0081494804757.7%
Q3 20231,303$45.6B1,133,545,2841004743837.2%
Q2 20231,308$48.3B1,126,775,4281175014076.6%
Q1 20231,300$54.3B1,256,559,8421584653935.6%
Q4 20221,260$46.6B1,129,484,8332034053597.7%
Q3 20221,100$33.3B1,121,117,8421144203717.8%
Q2 20221,133$35.8B1,122,416,3481254283878.3%
Q1 20221,283$61.6B1,140,608,6872164503977.9%
Q4 20211,178$54.7B1,139,630,78815938236413.1%
Q3 20211,047$40.9B1,126,753,43610436038610.4%
Q2 20211,114$46.1B1,135,822,0481944233318.5%
Q1 20211,013$39.9B1,139,731,2481903313485.8%
Q4 2020923$31.3B1,108,303,5521972882597.7%
Q3 2020747$17.5B1,061,666,8811332062365.2%
Q2 2020697$12.5B1,024,256,7021091842554.8%
Q1 2020675$7.6B1,045,557,166932152267.1%
Q4 2019711$15.5B1,086,161,599861962458.0%
Q3 2019664$10.7B1,036,355,662712122387.3%
Q2 2019702$13.6B1,072,251,695602162628.4%
Q1 2019755$14.5B1,054,995,312772352726.1%
Q4 2018766$11.7B1,051,827,4451014167.6%