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Cnfinance Hldgs LTD

CUSIP: 18979T105 | 60 institutional holders

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ANeil Gagnon
with Gagnon Securities LLC, Gagnon Advisors, LLC
126,893,6008.1%New 5%+ stakeSep 30, 2026No 13F filer matched
13DBin Zhai
with Kylin Investment Holdings Limited
2,283,949,38067.0%New 5%+ stakeMay 6, 2026No 13F filer matched
13G/ANeil Gagnon126,893,600
8.1% of class · Sep 30, 2026New 5%+ stake
with Gagnon Securities LLC, Gagnon Advisors, LLC
No 13F filer matched
13DBin Zhai2,283,949,380
67.0% of class · May 6, 2026New 5%+ stake
with Kylin Investment Holdings Limited
No 13F filer matched

Institutional Holders — Q2 2025

Paloma Partners Management Co3,053,377
0.3% of portfolio›$2.0M
Gagnon Securities LLC1,936,390
0.3% of portfolio›$1.3M
Gagnon Advisors, LLC1,569,434
0.7% of portfolio›$1.0M
Morgan Stanley111,178
0.0% of portfolio›$72.3K
Dimensional Fund Advisors LP96,510
0.0% of portfolio›$62.6K
Savant Capital, LLC66,140
0.0% of portfolio›$43.0K
Argonautica Private Wealth Management, Inc57,000
0.0% of portfolio›$37.1K
XTX Topco Ltd49,079
0.0% of portfolio›$31.9K
Susquehanna International Group, LLP36,885
0.0% of portfolio›$24.0K
UBS Group AG21,453
0.0% of portfolio›$13.9K
Creative Planning19,320
0.0% of portfolio›$12.6K
Bank of New York Mellon Corp11,048
0.0% of portfolio›$7.2K
Two Sigma Securities, LLC10,604
0.0% of portfolio›$6.9K
Tillman Hartley LLC10,298
0.0% of portfolio›$6.7K
Bank of America Corp9,730
0.0% of portfolio›$6.3K
Rhumbline Advisers1,386
0.0% of portfolio›$900
Osaic Holdings, Inc.420
0.0% of portfolio›$273
JPMorgan Chase & Co260
0.0% of portfolio›$169
Morton Brown Family Wealth, LLC250
0.0% of portfolio›$163
Harbor Asset Planning, Inc.156
0.0% of portfolio›$101
Allworth Financial LP70
0.0% of portfolio›$46
Fairway Wealth LLC47
0.0% of portfolio›$31
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Paloma Partners Management Co
3,053,377$2.0M0.3%GARPVery HighGreenwich, CT2025-08-14
Gagnon Securities LLC
1,936,390$1.3M0.3%ValueMediumNew York, NY2025-07-23
Gagnon Advisors, LLC
1,569,434$1.0M0.7%YieldMediumNew York, NY2025-07-23
Morgan Stanley
111,178$72.3K0.0%CoreLowNew York, NY2025-08-14
Dimensional Fund Advisors LP
96,510$62.6K0.0%IndexLowAustin, TX2025-08-12
Savant Capital, LLC
66,140$43.0K0.0%IndexVery LowRockford, IL2026-03-04
Argonautica Private Wealth Management, Inc
57,000$37.1K0.0%GrowthLowWellesley, MA2025-07-30
XTX Topco Ltd
49,079$31.9K0.0%ValueVery HighLondon, United Kingdom2025-08-12
Susquehanna International Group, LLP
36,885$24.0K0.0%GrowthHighBala Cynwyd, PA2025-08-14
UBS Group AG
21,453$13.9K0.0%CoreMediumZurich, Switzerland2025-08-14
Creative Planning
19,320$12.6K0.0%IndexVery LowOverland Park, KS2025-08-08
Bank of New York Mellon Corp
11,048$7.2K0.0%CoreLowNew York, NY2025-08-05
Two Sigma Securities, LLC
10,604$6.9K0.0%ValueVery HighNew York, NY2025-08-14
Tillman Hartley LLC
10,298$6.7K0.0%ETFLowOrlando, FL2025-08-07
Bank of America Corp
9,730$6.3K0.0%CoreLowCharlotte, NC2025-08-14
Rhumbline Advisers
1,386$9000.0%IndexVery LowBoston, MA2025-08-12
Osaic Holdings, Inc.
420$2730.0%IndexLowScottsdale, AZ2025-09-04
JPMorgan Chase & Co
260$1690.0%GrowthMediumNew York, NY2025-08-12
Morton Brown Family Wealth, LLC
250$1630.0%ETFVery LowAllentown, PA2025-07-24
Harbor Asset Planning, Inc.
156$1010.0%ETFVery LowBelmont, MA2025-07-29
Allworth Financial LP
70$460.0%IndexLowFolsom, CA2025-08-07
Fairway Wealth LLC
47$310.0%ETFLowIndependence, OH2025-07-30
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-08-12