CORNERSTONE TOTAL RETURN FUND INC - Common Stock (CRF) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CRF on NYSE
Shares outstanding
153,828,167
Price per share
$8.01
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
30,247,501
Total reported value
$243,078,001
% of total 13F portfolios
0%
Share change
-2,089,777
Value change
-$16,009,242
Number of holders
83
Price from insider filings
$8.01
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CORNERSTONE TOTAL RETURN FUND INC - Common Stock (CRF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 7.2% $78,415,446 11,075,628 Sit Investment Associates, Inc. 30 Jun 2025

As of 30 Sep 2025, 83 institutional investors reported holding 30,247,501 shares of CORNERSTONE TOTAL RETURN FUND INC - Common Stock (CRF). This represents 20% of the company’s total 153,828,167 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CORNERSTONE TOTAL RETURN FUND INC - Common Stock (CRF) together control 19% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 7.5% 11,464,750 +3.5% 1.9% $92,177,000
Alpine Global Management, LLC 2.2% 3,374,217 +17% 6.9% $27,128,708
BOOTHBAY FUND MANAGEMENT, LLC 2% 3,036,684 +9.4% 0.62% $24,414,938
Sculptor Capital LP 1.7% 2,574,825 +5.4% 0.29% $20,701,589
LPL Financial LLC 1.2% 1,780,223 +7.4% 0% $14,312,994
Yakira Capital Management, Inc. 1% 1,596,540 -20% 4.8% $12,836,182
RIVERNORTH CAPITAL MANAGEMENT, LLC 0.88% 1,346,454 -31% 0.62% $10,825,489
OSAIC HOLDINGS, INC. 0.43% 667,898 +143% 0.01% $5,254,931
Cable Car Capital, LP 0.43% 661,450 -0.03% 2.3% $5,318,061
RAYMOND JAMES FINANCIAL INC 0.33% 503,559 +26% 0% $4,048,614
Perennial Investment Advisors, LLC 0.3% 461,291 +0.89% 0.31% $3,708,781
COHEN & STEERS, INC. 0.19% 290,000 0% 0% $2,332,000
Quarry LP 0.17% 262,596 -49% 0.52% $2,111,272
MORGAN STANLEY 0.16% 244,470 +3% 0% $1,965,539
COMMONWEALTH EQUITY SERVICES, LLC 0.13% 205,433 -1.3% 0% $1,652,000
StoneX Group Inc. 0.13% 201,693 +5.4% 0.07% $1,621,608
PFG Investments, LLC 0.13% 192,335 +7.2% 0.08% $1,546,376
Cetera Investment Advisers 0.09% 133,281 +172% 0% $1,071,585
Baird Financial Group, Inc. 0.08% 121,921 +32% 0% $980,245
WINEBRENNER CAPITAL MANAGEMENT LLC 0.07% 110,001 0% 0.64% $884,405
CANTOR FITZGERALD, L. P. 0.07% 100,410 -35% 0.02% $807,296
Mallini Complete Financial Planning LLC 0.04% 68,548 +6.4% 0.45% $551,127
Chicago Partners Investment Group LLC 0.04% 61,762 -19% 0.01% $496,563
Rockefeller Capital Management L.P. 0.03% 49,001 +4.3% 0% $393,975
AMERIFLEX GROUP, INC. 0.03% 46,000 0.14% $369,840

Institutional Holders of CORNERSTONE TOTAL RETURN FUND INC - Common Stock (CRF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 339,355 $2,719,402 +$19,019 $8.01 17
2025 Q3 30,247,501 $243,078,001 -$16,009,242 $8.04 83
2025 Q2 32,473,662 $251,683,055 +$158,092,426 $7.75 81
2025 Q1 12,088,331 $86,762,229 +$8,522,131 $7.18 69
2024 Q4 10,731,571 $93,234,571 +$6,200,079 $8.69 61
2024 Q3 9,708,066 $78,554,189 -$3,712,917 $8.09 53
2024 Q2 10,190,288 $80,102,016 -$1,381,826 $7.85 54
2024 Q1 10,391,865 $78,032,508 -$1,975,803 $7.51 51
2023 Q4 10,717,390 $75,672,767 +$2,548,015 $7.06 61
2023 Q3 11,792,094 $94,143,296 -$22,837,927 $7.99 43
2023 Q2 2,564,506 $20,516,053 -$1,746,477 $8.00 1
2023 Q1 13,438,651 $99,315,549 -$33,549,940 $7.39 55
2022 Q4 18,087,275 $128,456,368 +$11,182,296 $7.10 60
2022 Q3 16,556,605 $134,441,642 -$7,917,307 $8.12 46
2022 Q2 17,533,850 $146,056,660 +$123,119,358 $8.33 51
2022 Q1 2,420,931 $33,670,820 +$266,396 $13.90 41
2021 Q4 2,380,669 $32,732,500 -$25,334,121 $13.75 38
2021 Q3 4,428,747 $54,965,820 -$39,029,283 $12.41 38
2021 Q2 7,641,211 $86,726,700 +$67,718,432 $11.35 39
2021 Q1 1,645,969 $21,763,480 +$3,015,657 $13.24 33
2020 Q4 1,428,533 $16,308,800 -$2,391,501 $11.40 33
2020 Q3 1,617,853 $17,707,000 -$10,975,212 $11.00 25
2020 Q2 2,680,245 $27,093,100 -$30,857,074 $10.05 33
2020 Q1 4,480,410 $35,664,920 -$8,110,963 $7.96 34
2019 Q4 5,685,374 $62,481,980 -$4,199,589 $10.99 28
2019 Q3 610 $5,000 -$2,597,782 $8.38 3
2019 Q2 7,941,780 $89,899,640 -$3,561,722 $11.32 35
2019 Q1 8,248,980 $98,972,980 -$19,337,157 $11.99 33
2018 Q4 9,689,070 $107,544,220 -$1,968,078 $11.11 32
2018 Q3 9,915,932 $137,632,760 +$116,873,396 $13.88 36
2018 Q2 1,279,340 $17,910,980 -$16,679,853 $13.98 21
2018 Q1 2,263,439 $34,223,240 -$32,649,332 $15.12 20
2017 Q4 4,414,225 $67,486,570 -$8,804,842 $15.29 27
2017 Q3 4,986,447 $72,962,000 +$68,828,501 $14.63 29
2017 Q2 300,239 $4,736,000 -$27,355,883 $15.76 15
2017 Q1 1,994,187 $32,147,000 -$22,492,939 $16.11 15
2016 Q4 3,390,505 $51,095,000 +$45,758,233 $15.09 16
2016 Q3 355,027 $5,158,000 -$9,416,157 $14.52 16
2016 Q2 983,258 $16,063,000 -$5,648,043 $16.33 18
2016 Q1 1,328,508 $21,393,000 -$1,197,716 $16.10 19
2015 Q4 1,409,649 $23,652,000 -$3,260,628 $16.86 15
2015 Q3 1,597,802 $25,674,018 +$24,504,764 $16.07 16
2015 Q2 63,716 $1,503,808 +$682,359 $23.57 9
2015 Q1 45,480 $1,020,844 -$3,297,931 $22.52 7
2014 Q4 185,580 $3,642,560 +$3,642,560 $19.47 9