Who owns NovaGold Resources (NG)
Which tracked institutional funds hold NG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on NG is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 90 trimmed or exited — on balance reducing.
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
NG’s largest tracked holder by dollar value, Electrum Group LLC, sizes it at 16.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 16.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NG 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 238 tracked filers holding NG, 140 increased or opened the position and 108 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 NG 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 8
- NORGES BANK$27M
- Caisse de depot et placement du Quebec$2M
- Edgestream Partners, L.P.$1M
- ALGERT GLOBAL LLC$1M
- Corient Private Wealth LP$907K
- Jump Financial, LLC$814K
Full exits 14
- Amundi$45M
- Greenwich Wealth Management LLC$18M
- JANE STREET GROUP, LLC$8M
- CITADEL ADVISORS LLC$3M
- HRT FINANCIAL LP$3M
- PIN OAK INVESTMENT ADVISORS INC$3M
Largest adds
- CapWealth Advisors, LLC$2M
- WELLS FARGO & COMPANY/MN$1M
- CITIGROUP INC$959K
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$886K
- ALLIANCEBERNSTEIN L.P.$710K
- Point72 Asset Management, L.P.$391K
Largest trims
- Electrum Group LLC$280M
- Lingotto Investment Management LLP$131M
- FMR LLC$106M
- PAULSON & CO. INC.$82M
- Capital World Investors$47M
- First Eagle Investment Management, LLC$38M
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 |
|---|---|---|---|---|
| Electrum Group LLC | 92,902,813 | $555M | 28.9% | 2026-Q2 |
| Lingotto Investment Management LLP trimmed | 31,531,500 | $188M | 9.8% | 2026-Q2 |
| PAULSON & CO. INC. | 27,238,061 | $163M | 8.5% | 2026-Q2 |
| BlackRock, Inc. added | 21,771,094 | $130M | 6.8% | 2026-Q2 |
| FMR LLC trimmed | 14,990,494 | $90M | 4.7% | 2026-Q2 |
| Capital World Investors trimmed | 10,614,810 | $63M | 3.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 9,911,436 | $59M | 3.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 8,684,037 | $52M | 2.7% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 7,723,652 | $46M | 2.4% | 2026-Q2 |
| First Eagle Investment Management, LLC trimmed | 7,485,429 | $45M | 2.3% | 2026-Q2 |
| Kopernik Global Investors, LLC added | 6,898,074 | $41M | 2.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 5,870,523 | $35M | 1.8% | 2026-Q2 |
| UBS Group AG added | 5,687,434 | $34M | 1.8% | 2026-Q2 |
| STATE STREET CORP added | 5,301,699 | $32M | 1.6% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 5,176,816 | $31M | 1.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,876,924 | $29M | 1.5% | 2026-Q2 |
| NORGES BANK new | 4,522,628 | $27M | 1.4% | 2026-Q2 |
| Bank Pictet & Cie (Europe) AG trimmed | 4,166,232 | $25M | 1.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 3,337,624 | $20M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,215,648 | $19M | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 3,107,689 | $19M | 1.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,590,871 | $15M | 0.8% | 2026-Q2 |
| Empyrean Capital Partners, LP trimmed | 2,313,300 | $14M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,066,270 | $12M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,850,720 | $11M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,648,214 | $10M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 1,212,396 | $7M | 0.4% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 1,159,317 | $7M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 1,136,677 | $7M | 0.4% | 2026-Q2 |
| TD Asset Management Inc added | 1,074,263 | $6M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 1,012,294 | $3M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 882,119 | $5M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 870,469 | $5M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 826,287 | $5M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 811,007 | $5M | 0.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC | 800,000 | $5M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 713,582 | $4M | 0.2% | 2026-Q2 |
| Goehring & Rozencwajg Associates, LLC added | 710,721 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 685,800 | $4M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 652,700 | $4M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 631,750 | $4M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 627,617 | $4M | 0.2% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 600,000 | $4M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 452,025 | $3M | 0.1% | 2026-Q2 |
| CapWealth Advisors, LLC added | 448,990 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 431,367 | $4M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 430,108 | $3M | 0.1% | 2026-Q2 |
| Groupe la Francaise added | 400,000 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 395,431 | $2M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 382,653 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 370,577 | $2M | 0.1% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 356,843 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 351,650 | $2M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 343,986 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 319,814 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 318,192 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 303,445 | $2M | 0.1% | 2026-Q2 |
| CIBC Asset Management Inc added | 298,625 | $2M | 0.1% | 2026-Q2 |
| Caisse de depot et placement du Quebec new | 288,288 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 286,504 | $2M | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 286,136 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 285,156 | $2M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO | 284,913 | $2M | 0.1% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 278,258 | $2M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 260,653 | $2M | 0.1% | 2026-Q2 |
| Edgestream Partners, L.P. trimmed | 221,338 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 218,249 | $1M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 203,332 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 195,624 | $1M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 180,430 | $1M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 175,372 | $1M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 166,814 | $997K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 161,614 | $965K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 156,209 | $933K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP new | 151,991 | $907K | 0.0% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 146,326 | $874K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 141,133 | $843K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 140,054 | $837K | 0.0% | 2026-Q2 |
| Jump Financial, LLC added | 136,311 | $814K | 0.0% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 135,761 | $811K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 130,326 | $779K | 0.0% | 2026-Q2 |
| Squarepoint Ops LLC added | 113,179 | $676K | 0.0% | 2026-Q2 |
| Public Sector Pension Investment Board added | 109,673 | $655K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 105,840 | $632K | 0.0% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 103,512 | $618K | 0.0% | 2026-Q2 |
| Cedar Wealth Management, LLC added | 103,420 | $617K | 0.0% | 2026-Q2 |
| Ruffer LLP trimmed | 103,160 | $615K | 0.0% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 102,000 | $609K | 0.0% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 98,077 | $586K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 95,229 | $569K | 0.0% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 91,051 | $544K | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 89,988 | $537K | 0.0% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 89,880 | $537K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 86,733 | $518K | 0.0% | 2026-Q2 |
| LPL Financial LLC added | 86,523 | $517K | 0.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 86,149 | $514K | 0.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 85,040 | $508K | 0.0% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 82,260 | $492K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 79,534 | $475K | 0.0% | 2026-Q2 |
| BRASADA CAPITAL MANAGEMENT, LP trimmed | 0 | $542K | 0.0% | 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.