Who owns NEAR (NEAR)
Which tracked institutional funds hold NEAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NEAR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
94 tracked funds added or opened NEAR while 52 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NEAR’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes NEAR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NEAR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 386 tracked filers holding NEAR, 218 increased or opened the position and 162 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NEAR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 14
- Independent Advisor Alliance$2M
- Vestmark Advisory Solutions, Inc.$2M
- ELEVATION POINT WEALTH PARTNERS, LLC$2M
- FreeGulliver LLC$2M
- Atwater Malick LLC$1M
- Aletheian Wealth Advisors LLC$1M
Full exits 19
- NewEdge Advisors, LLC$24M
- Integrated Investment Consultants, LLC$21M
- GOLDMAN SACHS GROUP INC$4M
- Stenger Family Office, LLC$3M
- New Millennium Group LLC$3M
- GC Wealth Management RIA, LLC$3M
Largest adds
- FMR LLC$50M
- UBS Group AG$45M
- Americana Partners, LLC$36M
- OSAIC HOLDINGS, INC.$12M
- MORGAN STANLEY$12M
- Equitable Holdings, Inc.$11M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$87M
- AXXCESS WEALTH MANAGEMENT, LLC$21M
- Corient Private Wealth LLC$13M
- Clark Capital Management Group, Inc.$9M
- Klaas Financial Asset Advisors, LLC$9M
- CWM, LLC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,516,395 | $179M | 7.4% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 3,117,801 | $158M | 6.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,059,416 | $156M | 6.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,764,146 | $141M | 5.8% | 2026-Q1 |
| LPL Financial LLC added | 2,745,146 | $140M | 5.8% | 2026-Q1 |
| UBS Group AG added | 2,509,834 | $128M | 5.3% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 2,396,803 | $122M | 5.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,259,712 | $115M | 4.8% | 2026-Q1 |
| Cetera Investment Advisers added | 1,413,521 | $72M | 3.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,250,187 | $64M | 2.6% | 2026-Q1 |
| Americana Partners, LLC added | 1,136,391 | $58M | 2.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,095,356 | $56M | 2.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,067,084 | $54M | 2.3% | 2026-Q1 |
| FMR LLC added | 983,350 | $50M | 2.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 723,098 | $37M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 629,849 | $32M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 564,586 | $29M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 530,427 | $27M | 1.1% | 2026-Q1 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 490,400 | $25M | 1.0% | 2026-Q1 |
| Alexander Randolph Advisory, Inc. added | 461,536 | $23M | 1.0% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP added | 417,124 | $21M | 0.9% | 2026-Q1 |
| DONALDSON CAPITAL MANAGEMENT, LLC trimmed | 412,128 | $21M | 0.9% | 2026-Q1 |
| Gotham Asset Management, LLC added | 397,270 | $20M | 0.8% | 2026-Q1 |
| MBM WEALTH CONSULTANTS, LLC added | 337,510 | $17M | 0.7% | 2026-Q1 |
| KWMG, LLC added | 317,129 | $16M | 0.7% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 307,924 | $16M | 0.7% | 2026-Q1 |
| Waverly Advisors, LLC added | 298,806 | $15M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 291,880 | $15M | 0.6% | 2026-Q1 |
| Union Bancaire Privee, UBP SA trimmed | 286,598 | $15M | 0.6% | 2026-Q1 |
| SECURIAN ASSET MANAGEMENT, INC | 283,620 | $14M | 0.6% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 269,833 | $14M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 265,877 | $14M | 0.6% | 2026-Q1 |
| Kraft, Davis & Associates, LLC added | 257,870 | $13M | 0.5% | 2026-Q1 |
| WBH ADVISORY INC added | 250,366 | $13M | 0.5% | 2026-Q1 |
| Proficio Capital Partners LLC added | 248,595 | $13M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 238,140 | $12M | 0.5% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 234,815 | $12M | 0.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 232,064 | $12M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 229,277 | $12M | 0.5% | 2026-Q1 |
| San Luis Wealth Advisors LLC added | 218,861 | $11M | 0.5% | 2026-Q1 |
| Timmons Wealth Management, LLC added | 208,079 | $11M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 197,057 | $10M | 0.4% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC trimmed | 193,452 | $10M | 0.4% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC added | 188,608 | $10M | 0.4% | 2026-Q1 |
| JACOBSON & SCHMITT ADVISORS, LLC added | 185,629 | $9M | 0.4% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 184,753 | $9M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 180,072 | $9M | 0.4% | 2026-Q1 |
| Ifrah Financial Services, Inc. trimmed | 179,122 | $9M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 165,585 | $8M | 0.4% | 2026-Q1 |
| Brookwood Investment Group LLC added | 164,195 | $8M | 0.3% | 2026-Q1 |
| Optivise Advisory Services LLC added | 163,727 | $8M | 0.3% | 2026-Q1 |
| MAIMON WEALTH MANAGEMENT LTD. added | 163,160 | $8M | 0.3% | 2026-Q1 |
| PROATHLETE WEALTH MANAGEMENT LLC added | 159,332 | $8M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 157,305 | $8M | 0.3% | 2026-Q1 |
| Summit Financial, LLC trimmed | 156,551 | $8M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 155,128 | $8M | 0.3% | 2026-Q1 |
| Rollins Financial Advisors, LLC added | 154,656 | $8M | 0.3% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 151,455 | $8M | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 149,650 | $8M | 0.3% | 2026-Q1 |
| OakTrust Wealth Advisors, LLC added | 147,331 | $7M | 0.3% | 2026-Q1 |
| Selby Wealth Management, LLC added | 143,443 | $7M | 0.3% | 2026-Q1 |
| Sand Hill Global Advisors, LLC trimmed | 141,314 | $7M | 0.3% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. added | 139,987 | $7M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 137,255 | $7M | 0.3% | 2026-Q1 |
| LOWE BROCKENBROUGH & CO INC trimmed | 129,919 | $7M | 0.3% | 2026-Q1 |
| Apollon Financial, LLC trimmed | 128,010 | $7M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 127,094 | $6M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 126,669 | $6M | 0.3% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 126,269 | $6M | 0.3% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 124,722 | $6M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 122,951 | $6M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 121,938 | $6M | 0.3% | 2026-Q1 |
| STALEY CAPITAL ADVISERS INC trimmed | 119,430 | $6M | 0.3% | 2026-Q1 |
| Alpha Financial Advisors, LLC added | 115,525 | $6M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 114,616 | $6M | 0.2% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 113,671 | $6M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 112,923 | $6M | 0.2% | 2026-Q1 |
| Montecito Bank & Trust trimmed | 111,566 | $6M | 0.2% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 107,942 | $5M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 106,149 | $5M | 0.2% | 2026-Q1 |
| Meramec Financial Planners, LLC added | 99,376 | $5M | 0.2% | 2026-Q1 |
| Van Hulzen Asset Management, LLC added | 95,971 | $5M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 93,154 | $5M | 0.2% | 2026-Q1 |
| VISTA INVESTMENT PARTNERS II, LLC added | 91,940 | $5M | 0.2% | 2026-Q1 |
| Values First Advisors, Inc. added | 91,733 | $5M | 0.2% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS added | 91,073 | $5M | 0.2% | 2026-Q1 |
| Kure Advisory, LLC added | 89,641 | $5M | 0.2% | 2026-Q1 |
| WJ Wealth Management, LLC added | 86,018 | $4M | 0.2% | 2026-Q1 |
| BRADY FAMILY WEALTH, LLC trimmed | 83,488 | $4M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 81,347 | $4M | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 80,055 | $4M | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 78,915 | $4M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 469,238 | $24M | 1.0% | 2025-Q4 stale |
| Integrated Investment Consultants, LLC added | 404,474 | $21M | 0.9% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 262,970 | $13M | 0.6% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 236,100 | $12M | 0.5% | 2025-Q3 stale |
| Semmax Financial Advisors Inc. added | 173,094 | $9M | 0.4% | 2025-Q2 stale |
| Canal Insurance CO | 100,000 | $5M | 0.2% | 2025-Q3 stale |
| Astor Investment Management LLC added | 93,013 | $5M | 0.2% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 79,199 | $4M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.