Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
93 tracked funds added or opened NEAR while 56 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, FMR LLC, 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 2026-Q1 and 2026-Q2, across 388 tracked filers holding NEAR, 222 increased or opened the position and 165 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 2026-Q1 and 2026-Q2 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 15
- NewEdge Advisors, LLC$30M
- Weil Company, Inc.$30M
- McAdam, LLC$10M
- Savant Capital, LLC$7M
- Cadia Private Client LLC$4M
- Blueprint Investment Partners LLC$3M
Full exits 19
- Cambridge Investment Research Advisors, Inc.$54M
- PEAPACK GLADSTONE FINANCIAL CORP$21M
- MBM WEALTH CONSULTANTS, LLC$17M
- HighTower Advisors, LLC$8M
- Thrivent Financial for Lutherans$8M
- CWM, LLC$7M
Largest adds
- FMR LLC$235M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$35M
- Syntegra Private Wealth Group, LLC$23M
- Steward Partners Investment Advisory, LLC$18M
- MORGAN STANLEY$17M
- BANK OF AMERICA CORP /DE/$13M
Largest trims
- Equitable Holdings, Inc.$11M
- Patriot Financial Group Insurance Agency, LLC$5M
- San Luis Wealth Advisors LLC$5M
- Optivise Advisory Services LLC$5M
- Private Advisor Group, LLC$4M
- Values First Advisors, Inc.$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 5,619,600 | $285M | 10.5% | 2026-Q2 |
| MORGAN STANLEY added | 3,871,460 | $196M | 7.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,317,434 | $168M | 6.2% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 3,249,759 | $165M | 6.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,900,901 | $147M | 5.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,700,719 | $137M | 5.0% | 2026-Q2 |
| UBS Group AG added | 2,622,657 | $133M | 4.9% | 2026-Q2 |
| Bramshill Investments, LLC added | 2,605,312 | $132M | 4.8% | 2026-Q2 |
| BlackRock, Inc. added | 2,374,042 | $120M | 4.4% | 2026-Q2 |
| Cetera Investment Advisers added | 1,592,377 | $81M | 3.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,248,932 | $63M | 2.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,182,343 | $60M | 2.2% | 2026-Q2 |
| Americana Partners, LLC added | 1,182,187 | $60M | 2.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 894,861 | $45M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 835,366 | $42M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 648,483 | $33M | 1.2% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC added | 644,912 | $33M | 1.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 598,998 | $30M | 1.1% | 2026-Q2 |
| Weil Company, Inc. new | 583,651 | $30M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 524,353 | $27M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 506,861 | $26M | 0.9% | 2026-Q2 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 490,400 | $25M | 0.9% | 2026-Q2 |
| Alexander Randolph Advisory, Inc. added | 478,466 | $24M | 0.9% | 2026-Q2 |
| Integrated Investment Consultants, LLC trimmed | 439,042 | $22M | 0.8% | 2026-Q2 |
| Gotham Asset Management, LLC added | 435,242 | $22M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 416,549 | $21M | 0.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 388,871 | $20M | 0.7% | 2026-Q2 |
| DONALDSON CAPITAL MANAGEMENT, LLC trimmed | 382,732 | $19M | 0.7% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 373,440 | $19M | 0.7% | 2026-Q2 |
| KWMG, LLC added | 334,989 | $17M | 0.6% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 312,941 | $16M | 0.6% | 2026-Q2 |
| WBH ADVISORY INC added | 296,264 | $15M | 0.6% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 293,880 | $15M | 0.5% | 2026-Q2 |
| Proficio Capital Partners LLC added | 291,350 | $15M | 0.5% | 2026-Q2 |
| Union Bancaire Privee, UBP SA added | 287,639 | $15M | 0.5% | 2026-Q2 |
| SECURIAN ASSET MANAGEMENT, INC | 283,620 | $14M | 0.5% | 2026-Q2 |
| Timmons Wealth Management, LLC added | 278,069 | $14M | 0.5% | 2026-Q2 |
| Kraft, Davis & Associates, LLC added | 259,050 | $13M | 0.5% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 256,177 | $13M | 0.5% | 2026-Q2 |
| Focus Partners Wealth added | 235,567 | $12M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 224,104 | $11M | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 215,557 | $11M | 0.4% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC added | 198,551 | $10M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 193,239 | $10M | 0.4% | 2026-Q2 |
| McAdam, LLC new | 188,682 | $10M | 0.4% | 2026-Q2 |
| JACOBSON & SCHMITT ADVISORS, LLC added | 186,421 | $9M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 182,875 | $9M | 0.3% | 2026-Q2 |
| Ifrah Financial Services, Inc. added | 180,947 | $9M | 0.3% | 2026-Q2 |
| MAIMON WEALTH MANAGEMENT LTD. added | 172,910 | $9M | 0.3% | 2026-Q2 |
| Brookwood Investment Group LLC added | 171,037 | $9M | 0.3% | 2026-Q2 |
| Selby Wealth Management, LLC added | 161,291 | $8M | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 159,942 | $8M | 0.3% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 159,205 | $8M | 0.3% | 2026-Q2 |
| &PARTNERS added | 158,938 | $8M | 0.3% | 2026-Q2 |
| OakTrust Wealth Advisors, LLC added | 156,826 | $8M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 156,446 | $8M | 0.3% | 2026-Q2 |
| PROATHLETE WEALTH MANAGEMENT LLC trimmed | 154,765 | $8M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 152,361 | $8M | 0.3% | 2026-Q2 |
| Rollins Financial Advisors, LLC trimmed | 149,420 | $8M | 0.3% | 2026-Q2 |
| Apollon Financial, LLC added | 147,595 | $7M | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 142,216 | $7M | 0.3% | 2026-Q2 |
| Sand Hill Global Advisors, LLC | 141,314 | $7M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 135,515 | $7M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 134,240 | $7M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 132,370 | $7M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 131,104 | $7M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 129,740 | $7M | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 129,603 | $7M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 124,459 | $6M | 0.2% | 2026-Q2 |
| San Luis Wealth Advisors LLC trimmed | 121,545 | $6M | 0.2% | 2026-Q2 |
| Alpha Financial Advisors, LLC added | 121,315 | $6M | 0.2% | 2026-Q2 |
| STALEY CAPITAL ADVISERS INC | 119,430 | $6M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 113,239 | $6M | 0.2% | 2026-Q2 |
| Montecito Bank & Trust added | 112,329 | $6M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 109,369 | $6M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 105,933 | $5M | 0.2% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 104,865 | $5M | 0.2% | 2026-Q2 |
| LOWE BROCKENBROUGH & CO INC trimmed | 104,614 | $5M | 0.2% | 2026-Q2 |
| Meramec Financial Planners, LLC added | 103,366 | $5M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 101,883 | $5M | 0.2% | 2026-Q2 |
| AlphaCore Capital LLC added | 101,850 | $5M | 0.2% | 2026-Q2 |
| Kure Advisory, LLC added | 98,616 | $5M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 92,394 | $5M | 0.2% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS added | 91,470 | $5M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 90,263 | $5M | 0.2% | 2026-Q2 |
| Van Hulzen Asset Management, LLC trimmed | 88,576 | $4M | 0.2% | 2026-Q2 |
| WJ Wealth Management, LLC added | 87,652 | $4M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 86,697 | $4M | 0.2% | 2026-Q2 |
| BRADY FAMILY WEALTH, LLC added | 84,905 | $4M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 80,733 | $4M | 0.2% | 2026-Q2 |
| KKM Financial LLC added | 76,874 | $4M | 0.1% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC added | 76,837 | $4M | 0.1% | 2026-Q2 |
| First Citizens Financial Corp added | 75,443 | $4M | 0.1% | 2026-Q2 |
| Cadia Private Client LLC new | 73,894 | $4M | 0.1% | 2026-Q2 |
| IRON Financial LLC added | 73,824 | $4M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 73,289 | $4M | 0.1% | 2026-Q2 |
| One Capital Management, LLC | 72,043 | $4M | 0.1% | 2026-Q2 |
| Optivise Advisory Services LLC trimmed | 72,004 | $4M | 0.1% | 2026-Q2 |
| Realta Investment Advisors added | 71,087 | $4M | 0.1% | 2026-Q2 |
| Secure Asset Management, LLC added | 70,035 | $4M | 0.1% | 2026-Q2 |
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.