Cosan S.A. (CSAN) — Institutional Holders, Q2 2026
63 institutional investment managers reported a CSAN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $45.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CSAN in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- UBS Group AGAdded · +2,166,940 sh+$6.2M
- Monaco Asset Management SAMAdded · +330,631 sh+$952.2K
- TUDOR INVESTMENT ET ALNew · +100,000 sh+$288.0K
- HRT FINANCIALAdded · +94,751 sh+$272.9K
- Capital Asset Advisory ServicesNew · +72,345 sh+$208.4K
Biggest sellers
- MARSHALL WACE, LLPTrimmed · -1,695,953 sh-$4.9M
- MORGAN STANLEYTrimmed · -1,141,235 sh-$3.3M
- RENAISSANCE TECHNOLOGIESTrimmed · -1,011,287 sh-$2.9M
- TWO SIGMA INVESTMENTSTrimmed · -388,112 sh-$1.1M
- D. E. ShawSold out · -216,527 sh-$623.6K
CSAN 13F holders ranked 1–63 of 63
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Monaco Asset Management SAM#1 · 3,665,444 sh | 3,665,444 | $10.6M | 0.84% | +9.9% |
| 2 | UBS Group AG#2 · 3,030,378 sh | 3,030,378 | $8.7M | <0.01% | +251.0% |
| 3 | RENAISSANCE TECHNOLOGIES#3 · 2,799,382 sh | 2,799,382 | $8.1M | 0.01% | -26.5% |
| 4 | Aquamarine Financial (Cayman) Ltd#4 · 2,096,904 sh | 2,096,904 | $6.0M | 0.33% | 0.0% |
| 5 | MARSHALL WACE, LLP#5 · 674,857 sh | 674,857 | $1.9M | <0.01% | -71.5% |
| 6 | JANE STREET GROUP#6 · 514,859 sh | 514,859 | $1.5M | <0.01% | -13.7% |
| 7 | Naman Capital Ltda#7 · 271,941 sh | 271,941 | $783.2K | 0.24% | 0.0% |
| 8 | CITADEL ADVISORS#8 · 269,968 sh | 269,968 | $777.5K | <0.01% | -30.8% |
| 9 | BTG Pactual Asset Management US#9 · 247,680 sh | 247,680 | $713.3K | 0.04% | 0.0% |
| 10 | BAROMETER CAPITAL MANAGEMENT#10 · 214,000 sh | 214,000 | $616.3K | 0.17% | +24.7% |
| 11 | XTX Topco Ltd#11 · 211,497 sh | 211,497 | $609.1K | <0.01% | -10.9% |
| 12 | MORGAN STANLEY#12 · 206,085 sh | 206,085 | $593.5K | 0.00% | -84.7% |
| 13 | LPL Financial#13 · 170,019 sh | 170,019 | $489.7K | <0.01% | +0.1% |
| 14 | MILLENNIUM MANAGEMENT#14 · 118,525 sh | 118,525 | $341.4K | <0.01% | -30.9% |
| 15 | TWO SIGMA INVESTMENTS#15 · 113,942 sh | 113,942 | $328.2K | <0.01% | -77.3% |
| 16 | VANGUARD CAPITAL MANAGEMENT#16 · 110,475 sh | 110,475 | $318.2K | 0.00% | 0.0% |
| 17 | HRT FINANCIAL#17 · 108,919 sh | 108,919 | $313.0K | <0.01% | +668.8% |
| 18 | TUDOR INVESTMENT ET AL#18 · 100,000 sh | 100,000 | $288.0K | <0.01% | New |
| 19 | Massar Capital Management#19 · 85,068 sh | 85,068 | $245.0K | 0.02% | -71.7% |
| 20 | SG Americas Securities#20 · 76,493 sh | 76,493 | $220.0K | <0.01% | -61.1% |
| 21 | Capital Asset Advisory Services#21 · 72,345 sh | 72,345 | $208.4K | <0.01% | New |
| 22 | FMR#22 · 59,247 sh | 59,247 | $170.6K | 0.00% | +746.7% |
| 23 | Pekin Hardy Strauss#23 · 59,000 sh | 59,000 | $169.9K | 0.01% | -9.2% |
| 24 | BlackRock#24 · 58,094 sh | 58,094 | $167.3K | 0.00% | -14.4% |
| 25 | Optiver Holding B.V.#25 · 57,403 sh | 57,403 | $165.3K | 0.00% | New |
| 26 | Vident Advisory#26 · 53,454 sh | 53,454 | $153.9K | <0.01% | +109.8% |
| 27 | Privium Fund Management B.V.#27 · 52,000 sh | 52,000 | $149.8K | 0.03% | New |
| 28 | AXXCESS WEALTH MANAGEMENT#28 · 50,220 sh | 50,220 | $144.6K | — | New |
| 29 | Alpine Global Management#29 · 50,000 sh | 50,000 | $144.0K | 0.02% | 0.0% |
| 30 | Schonfeld Strategic Advisors#30 · 47,188 sh | 47,188 | $135.9K | <0.01% | +243.1% |
| 31 | AMERIPRISE FINANCIAL#31 · 40,204 sh | 40,204 | $114.6K | 0.00% | +8.9% |
| 32 | Stelac Advisory Services#32 · 38,022 sh | 38,022 | $109.5K | 0.02% | New |
| 33 | Squarepoint Ops#33 · 29,039 sh | 29,039 | $83.6K | <0.01% | -21.3% |
| 34 | JPMORGAN CHASE#34 · 28,794 sh | 28,794 | $82.1K | 0.00% | +535.5% |
| 35 | Mariner#35 · 24,119 sh | 24,119 | $69.5K | <0.01% | New |
| 36 | BNP PARIBAS FINANCIAL MARKETS#36 · 18,300 sh | 18,300 | $52.7K | 0.00% | 0.0% |
| 37 | NORTHERN#37 · 16,492 sh | 16,492 | $47.5K | 0.00% | -25.3% |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#38 · 14,909 sh | 14,909 | $42.9K | 0.00% | New |
| 39 | R Squared Ltd#39 · 14,193 sh | 14,193 | $40.9K | 0.02% | New |
| 40 | Creative Planning#40 · 12,474 sh | 12,474 | $35.9K | 0.00% | New |
| 41 | Sollinda Capital Management#41 · 10,900 sh | 10,900 | $31.4K | <0.01% | -18.7% |
| 42 | NLB Skladi, upravljanje premozenja, d.o.o.#42 · 10,579 sh | 10,579 | $30.5K | — | 0.0% |
| 43 | Aquatic Capital Management#43 · 10,410 sh | 10,410 | $30.0K | <0.01% | New |
| 44 | Mirae Asset Global Investments , Ltd.#44 · 9,991 sh | 9,991 | $28.8K | 0.00% | New |
| 45 | GAMMA Investing#45 · 7,281 sh | 7,281 | $21.0K | — | +172.0% |
| 46 | Tower Research Capital (TRC)#46 · 4,931 sh | 4,931 | $14.2K | <0.01% | -11.6% |
| 47 | RHUMBLINE ADVISERS#47 · 3,825 sh | 3,825 | $11.0K | 0.00% | 0.0% |
| 48 | Allworth Financial#48 · 2,794 sh | 2,794 | $8.0K | 0.00% | +51.4% |
| 49 | Farther Finance Advisors#49 · 1,289 sh | 1,289 | $3.7K | — | +28.9% |
| 50 | Key Capital Management#50 · 1,000 sh | 1,000 | $2.9K | <0.01% | New |
| 51 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#51 · 686 sh | 686 | $2.0K | 0.00% | 0.0% |
| 52 | GROUP ONE TRADING, L.P.#52 · 609 sh | 609 | $1.8K | 0.00% | 0.0% |
| 53 | OSAIC#53 · 523 sh | 523 | $1.5K | 0.00% | -11.1% |
| 54 | Parallel Advisors#54 · 486 sh | 486 | $1.4K | 0.00% | +111.3% |
| 55 | SPX Gestao de Recursos Ltda#55 · 425 sh | 425 | $1.2K | <0.01% | New |
| 56 | WELLS FARGO & COMPANY#56 · 403 sh | 403 | $1.2K | 0.00% | 0.0% |
| 57 | SIGNATUREFD#57 · 338 sh | 338 | $973.00 | — | -91.8% |
| 58 | ASSETMARK#58 · 310 sh | 310 | $893.00 | — | New |
| 59 | JFS WEALTH ADVISORS#59 · 200 sh | 200 | $576.00 | 0.00% | 0.0% |
| 60 | Smartleaf Asset Management#60 · 196 sh | 196 | $559.00 | 0.00% | 0.0% |
| 61 | Caitong International Asset Management , Ltd#61 · 155 sh | 155 | $446.00 | <0.01% | -58.9% |
| 62 | Union Bankshares#62 · 51 sh | 51 | $147.00 | 0.00% | New |
| 63 | EverSource Wealth Advisors#63 · 25 sh | 25 | $72.00 | 0.00% | -95.8% |
Funds that sold out of CSAN in Q2 2026 (27)
Held CSAN at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| D. E. Shaw216,527 sh | 216,527 | $892.1K |
| Patriot Financial Group Insurance Agency176,680 sh | 176,680 | $727.9K |
| MATAURO166,237 sh | 166,237 | $684.9K |
| Marex Group plc100,001 sh | 100,001 | $412.0K |
| Virtu Financial79,018 sh | 79,018 | $326.0K |
| Tejara Capital Ltd61,250 sh | 61,250 | $252.3K |
| AXQ CAPITAL53,426 sh | 53,426 | $220.1K |
| Russell Investments Group, Ltd.44,766 sh | 44,766 | $184.4K |
| BALYASNY ASSET MANAGEMENT L.P.44,529 sh | 44,529 | $183.5K |
| DIMENSIONAL FUND ADVISORS40,418 sh | 40,418 | $166.5K |
| Quantbot Technologies39,113 sh | 39,113 | $161.1K |
| London & Capital Asset Management Ltd20,000 sh | 20,000 | $82.7K |
| TWO SIGMA SECURITIES16,114 sh | 16,114 | $66.4K |
| CITIGROUP14,880 sh | 14,880 | $61.3K |
| NATIONAL BANK OF CANADA14,000 sh | 14,000 | $57.8K |
| QUADRANT CAPITAL GROUP2,154 sh | 2,154 | $53.4K |
| Ronald Blue12,854 sh | 12,854 | $53.0K |
| ROYAL BANK OF CANADA12,389 sh | 12,389 | $51.0K |
| SmartHarvest Portfolios11,075 sh | 11,075 | $45.6K |
| Scientech Research10,475 sh | 10,475 | $43.2K |
| DRIVE WEALTH MANAGEMENT10,429 sh | 10,429 | $43.0K |
| Physician Wealth Advisors224 sh | 224 | $923.00 |
| Geneos Wealth Management129 sh | 129 | $531.00 |
| MAI Capital Management118 sh | 118 | $487.00 |
| Cornerstone Financial Management118 sh | 118 | $486.00 |
| North Star Investment Management110 sh | 110 | $453.00 |
| Stone House Investment Management17 sh | 17 | $70.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.