[SCHEDULE 13G/A] Coterra Energy Inc. Amended Passive Investment Disclosure
Wellington reports 53.57M shares of Coterra (~7.1%)
Coterra Energy Inc. Schedule 13G/A amendment shows Wellington entities report beneficial ownership of 53,570,213 shares, representing about 7.06%–7.1% of common stock, with shared voting power listed as 51,893,954 and shared dispositive power as 53,570,213.
Coterra Energy Inc. Schedule 13G/A amendment shows Wellington entities report beneficial ownership of 53,570,213 shares, representing about 7.06%–7.1% of common stock, with shared voting power listed as 51,893,954 and shared dispositive power as 53,570,213. The filing is signed by a Compliance Manager on 05/15/2026.
The filing states these shares are owned of record by clients of Wellington investment advisers and identifies the relevant parent and adviser entities. The disclosure lists ownership and control lines across Wellington Group entities and notes no single client is known to hold more than 5% individually.
Positive
None.
Negative
None.
Insights
Wellington reports a ~7.1% aggregate stake in Coterra held for advisory clients.
Wellington-affiliated entities disclose 53,570,213 shares of beneficial ownership with 51,893,954 shares of shared voting power. The schedule attributes record ownership to clients of multiple Wellington investment advisers and maps parent-subsidiary control.
Cash-flow treatment or planned dispositions are not stated; subsequent filings would show trading activity. The filing clarifies the ownership structure across parent and adviser entities as of the amendment signature date 05/15/2026.
Disclosure clarifies control chains among Wellington entities rather than signaling a single-owner shift.
The schedule lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP and names several adviser entities that own the shares of record. It emphasizes client ownership through advisers rather than direct parent holdings.
Voting and dispositive powers are reported as shared across entities. The filing notes no known client holds >5% individually; governance implications depend on future transactions disclosed in Forms 4 or amendments.
Key Figures
Beneficial ownership:53,570,213 sharesShared voting power:51,893,954 sharesPercent of class:7.06%–7.1%+1 more
4 metrics
Beneficial ownership53,570,213 sharesaggregate beneficially owned as reported on amendment cover pages
Shared voting power51,893,954 sharesshared voting power reported by Wellington entities
Percent of class7.06%–7.1%percent of common stock reported on Item 4 and cover pages
Filing signature date05/15/2026signature date for the amendment by Compliance Manager
"Amendment No. 7) Coterra Energy Inc. Common Stock"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Shared dispositive powerfinancial
"Shared Dispositive Power 53,570,213.00"
Beneficial ownershipregulatory
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Wellington report in Coterra Energy (CTRA)?
Wellington reports beneficial ownership of 53,570,213 shares, approximately 7.06%–7.1% of Coterra common stock, with shared voting power shown as 51,893,954 in the amendment dated 05/15/2026.
Which Wellington entities are named on the Schedule 13G/A for CTRA?
The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP and lists multiple Wellington investment advisers as relevant entities in the ownership chain.
Are these CTERA shares owned directly by Wellington or by clients?
The amendment states the shares are owned of record by clients of Wellington investment advisers and controlled directly or indirectly by the listed Wellington entities; clients, not the parent, hold record title for advisory accounts.
Does the filing show any single client holds more than 5% of CTRA?
The Schedule 13G/A states no client is known to have the right to dividends or sale proceeds with respect to more than 5% of the class; the amendment marks that as Not Applicable otherwise.
When was the Schedule 13G/A amendment for CTRA signed?
The amendment is signed by Matthew Revell, Compliance Manager, with signature dates listed as 05/15/2026 for each Wellington filing entity on the cover pages.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 7)
Coterra Energy Inc.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
127097103
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
127097103
1
Names of Reporting Persons
Wellington Management Group LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MASSACHUSETTS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
51,893,954.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
53,570,213.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
53,570,213.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.1 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
127097103
1
Names of Reporting Persons
Wellington Group Holdings LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
51,893,954.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
53,570,213.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
53,570,213.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.1 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
127097103
1
Names of Reporting Persons
Wellington Investment Advisors Holdings LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
51,893,954.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
53,570,213.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
53,570,213.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.1 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
127097103
1
Names of Reporting Persons
Wellington Management Company LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
51,225,116.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
51,795,623.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
53,570,213.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.8 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Coterra Energy Inc.
(b)
Address of issuer's principal executive offices:
3 Memorial City Plaza, 840 Gessner Road , Suite 1400, Houston TX 77024
Item 2.
(a)
Name of person filing:
Wellington Management Group LLP
Wellington Group Holdings LLP
Wellington Investment Advisors Holdings LLP
Wellington Management Company LLP
(b)
Address or principal business office or, if none, residence:
c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210
(c)
Citizenship:
Wellington Management Group LLP - Massachusetts
Wellington Group Holdings LLP - Delaware
Wellington Investment Advisors Holdings LLP - Delaware
Wellington Management Company LLP - Delaware
(d)
Title of class of securities:
Common Stock
(e)
CUSIP No.:
127097103
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
See the responses to Item 9 on the attached cover pages.
(b)
Percent of class:
7.06 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
See the responses to Item 6 on the attached cover pages.
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
See the responses to Item 8 on the attached cover pages.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers identified in Item 7 directly or indirectly owned by Wellington Management Group LLP. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows:
Not Applicable.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
Pursuant to the instructions in Item 7 of Schedule 13G, the following lists the identity and Item 3 classification of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G.
Wellington Group Holdings LLP - HC
Wellington Investment Advisors LLP - HC
Wellington Management Global Holdings, Ltd. - HC
One or more of the following investment advisers (the "Wellington Investment Advisers"):
Wellington Management Company LLP - IA
Wellington Management Canada LLC - IA
Wellington Management Singapore Pte Ltd - IA
Wellington Management Hong Kong Ltd - IA
Wellington Management International Ltd - IA
Wellington Management Japan Pte Ltd - IA
Wellington Management Australia Pty Ltd - IA
The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies and the Wellington Investment Advisers, are owned of record by clients of the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP controls directly, or indirectly through Wellington Management Global Holdings, Ltd., the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP. Wellington Group Holdings LLP is owned by Wellington Management Group LLP.
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
