Who owns NewMarket (NEU)
Which tracked institutional funds hold NEU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NEU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 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
127 tracked funds added or opened NEU while 82 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
NEU’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes NEU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NEU 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 391 tracked filers holding NEU, 213 increased or opened the position and 203 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 NEU 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 17
- Sixth Street Partners Management Company, L.P.$81M
- JANE STREET GROUP, LLC$15M
- MACKENZIE FINANCIAL CORP$9M
- IEQ CAPITAL, LLC$5M
- BOOTHBAY FUND MANAGEMENT, LLC$4M
- Edgestream Partners, L.P.$3M
Full exits 41
- LSV ASSET MANAGEMENT$171M
- NATIXIS ADVISORS, LLC$23M
- Weiss Asset Management LP$13M
- EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC$13M
- State of Alaska, Department of Revenue$7M
- Treasurer of the State of North Carolina$6M
Largest adds
- BlackRock, Inc.$152M
- AQR CAPITAL MANAGEMENT LLC$139M
- Boston Partners$95M
- LONDON CO OF VIRGINIA$91M
- Gotham Asset Management, LLC$79M
- AMERICAN CENTURY COMPANIES INC$58M
Largest trims
- MILLENNIUM MANAGEMENT LLC$30M
- UBS Group AG$17M
- CITADEL ADVISORS LLC$16M
- LOS ANGELES CAPITAL MANAGEMENT LLC$16M
- RENAISSANCE TECHNOLOGIES LLC$13M
- Caisse de depot et placement du Quebec$13M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 703,123 | $556M | 10.6% | 2026-Q2 |
| LONDON CO OF VIRGINIA added | 488,482 | $387M | 7.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 416,063 | $329M | 6.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 348,834 | $276M | 5.2% | 2026-Q2 |
| Boston Partners added | 323,902 | $256M | 4.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 270,011 | $214M | 4.1% | 2026-Q2 |
| STATE STREET CORP added | 234,065 | $186M | 3.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 209,436 | $166M | 3.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 205,661 | $163M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 190,942 | $151M | 2.9% | 2026-Q2 |
| Gotham Asset Management, LLC added | 130,865 | $104M | 2.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 102,184 | $81M | 1.5% | 2026-Q2 |
| Sixth Street Partners Management Company, L.P. new | 102,184 | $81M | 1.5% | 2026-Q2 |
| MORGAN STANLEY added | 98,334 | $78M | 1.5% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 91,650 | $73M | 1.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 85,978 | $68M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 82,458 | $65M | 1.2% | 2026-Q2 |
| NORGES BANK added | 82,266 | $65M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 73,501 | $58M | 1.1% | 2026-Q2 |
| Invesco Ltd. added | 73,081 | $58M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 71,085 | $56M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 60,849 | $48M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 59,120 | $47M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 55,231 | $44M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 54,629 | $43M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 48,244 | $38M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 47,595 | $38M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 44,373 | $35M | 0.7% | 2026-Q2 |
| DAVENPORT & Co LLC added | 40,855 | $32M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 34,157 | $27M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 31,763 | $25M | 0.5% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 31,379 | $25M | 0.5% | 2026-Q2 |
| HB Wealth Management, LLC added | 30,269 | $24M | 0.5% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 29,095 | $23M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 26,714 | $21M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 24,224 | $19M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 22,644 | $18M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 21,989 | $17M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 18,784 | $15M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 17,719 | $14M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 17,322 | $14M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 17,194 | $14M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 15,100 | $12M | 0.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL | 14,500 | $11M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 13,283 | $11M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 13,155 | $10M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 13,132 | $10M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 12,790 | $10M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 12,747 | $10M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 12,012 | $10M | 0.2% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 11,731 | $9M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 11,163 | $9M | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP new | 10,759 | $9M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 10,735 | $8M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 10,701 | $8M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 10,587 | $8M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 10,387 | $8M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 9,932 | $8M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 9,140 | $7M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 8,996 | $7M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 8,620 | $7M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 8,142 | $6M | 0.1% | 2026-Q2 |
| SCS Capital Management LLC added | 7,613 | $6M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC | 7,400 | $6M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 9,019 | $6M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 7,147 | $6M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 6,735 | $5M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 6,461 | $5M | 0.1% | 2026-Q2 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC trimmed | 6,400 | $5M | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 6,357 | $5M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 6,201 | $5M | 0.1% | 2026-Q2 |
| Creative Planning added | 6,034 | $5M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 6,001 | $5M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 5,730 | $5M | 0.1% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 5,652 | $4M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 5,503 | $4M | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 5,481 | $4M | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC added | 828,798 | $570M | 10.8% | 2025-Q4 stale |
| LSV ASSET MANAGEMENT trimmed | 266,387 | $171M | 3.2% | 2026-Q1 stale |
| NATIXIS ADVISORS, LLC added | 36,228 | $23M | 0.4% | 2026-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 31,553 | $22M | 0.4% | 2025-Q2 stale |
| Arbejdsmarkedets Tillaegspension new | 31,030 | $21M | 0.4% | 2025-Q4 stale |
| Pacer Advisors, Inc. added | 30,636 | $21M | 0.4% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 27,839 | $19M | 0.4% | 2025-Q4 stale |
| Weiss Asset Management LP new | 21,001 | $13M | 0.3% | 2026-Q1 stale |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC added | 20,402 | $13M | 0.2% | 2026-Q1 stale |
| Alaska Permanent Fund Corp | 20,039 | $12M | 0.2% | 2025-Q1 stale |
| ROYCE & ASSOCIATES LP trimmed | 11,500 | $10M | 0.2% | 2025-Q3 stale |
| Skandinaviska Enskilda Banken AB (publ) trimmed | 11,098 | $8M | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 10,600 | $7M | 0.1% | 2025-Q2 stale |
| State of Alaska, Department of Revenue added | 10,684 | $7M | 0.1% | 2026-Q1 stale |
| RK Asset Management, LLC trimmed | 9,824 | $7M | 0.1% | 2025-Q4 stale |
| Treasurer of the State of North Carolina added | 9,350 | $6M | 0.1% | 2026-Q1 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 9,068 | $6M | 0.1% | 2026-Q1 stale |
| Informed Momentum Co LLC added | 6,968 | $6M | 0.1% | 2025-Q3 stale |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 8,441 | $5M | 0.1% | 2026-Q1 stale |
| ExodusPoint Capital Management, LP added | 8,335 | $5M | 0.1% | 2026-Q1 stale |
| ALGERT GLOBAL LLC trimmed | 7,570 | $5M | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 8,410 | $5M | 0.1% | 2025-Q1 stale |
| BANK OF NOVA SCOTIA added | 7,200 | $5M | 0.1% | 2026-Q1 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.