Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns NHC (NHC)


Which tracked institutional funds hold NHC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NHC 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.

238
Institutional holders
9,724,987
Shares held (tracked funds)
62.6%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on NHC is one-sided between 2025-Q4 and 2026-Q1: 74 added or opened and 23 trimmed or exited — on balance accumulating.

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

NHC’s largest tracked holder by dollar value, BlackRock, 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 NHC more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in NHC 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 238 tracked filers holding NHC, 120 increased or opened the position and 106 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 NHC 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 18

  • VANGUARD PORTFOLIO MANAGEMENT LLC$126M
  • VANGUARD CAPITAL MANAGEMENT LLC$88M
  • VANGUARD FIDUCIARY TRUST CO$13M
  • Militia Capital Management LLC$3M
  • DENALI ADVISORS LLC$2M
  • Quadrature Capital Ltd$2M

Full exits 12

  • VANGUARD GROUP INC$180M
  • Pacer Advisors, Inc.$7M
  • LAZARD ASSET MANAGEMENT LLC$5M
  • Eversept Partners, LP$4M
  • TWO SIGMA ADVISERS, LP$2M
  • DEERFIELD MANAGEMENT COMPANY, L.P.$2M

Largest adds

  • FIRST TRUST ADVISORS LP$35M
  • Morgan Stanley Institutional Investment Advisors LLC$23M
  • DIMENSIONAL FUND ADVISORS LP$20M
  • Invesco Ltd.$14M
  • STATE STREET CORP$12M
  • TWO SIGMA INVESTMENTS, LP$11M

Largest trims

  • BlackRock, Inc.$49M
  • BARCLAYS PLC$2M
  • WELLS FARGO & COMPANY/MN$1M
  • QUADRANT CAPITAL GROUP LLC$594K
  • SG Americas Securities, LLC$581K
  • Corient Private Wealth LLC$503K

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed1,324,619$212M12.3%2026-Q1
Morgan Stanley Institutional Investment Advisors LLC added1,038,804$166M9.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed946,977$151M8.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new789,421$126M7.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new549,548$88M5.1%2026-Q1
FIRST TRUST ADVISORS LP added530,302$85M4.9%2026-Q1
STATE STREET CORP added491,575$79M4.6%2026-Q1
M Holdings Securities, Inc. trimmed462,411$74M4.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed335,517$54M3.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added323,267$52M3.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed178,598$29M1.7%2026-Q1
ALPS ADVISORS INC trimmed157,840$25M1.5%2026-Q1
Invesco Ltd. added140,140$22M1.3%2026-Q1
NORTHERN TRUST CORP added136,711$22M1.3%2026-Q1
Bank of New York Mellon Corp trimmed119,953$19M1.1%2026-Q1
SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed116,248$19M1.1%2026-Q1
MORGAN STANLEY trimmed107,812$17M1.0%2026-Q1
GOLDMAN SACHS GROUP INC added98,348$16M0.9%2026-Q1
AMERICAN CENTURY COMPANIES INC added89,616$14M0.8%2026-Q1
TWO SIGMA INVESTMENTS, LP added82,797$13M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new80,169$13M0.7%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added75,257$12M0.7%2026-Q1
JPMORGAN CHASE & CO added70,874$12M0.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added67,089$11M0.6%2026-Q1
Manatuck Hill Partners, LLC60,400$10M0.6%2026-Q1
Hood River Capital Management LLC added55,874$9M0.5%2026-Q1
Allspring Global Investments Holdings, LLC trimmed49,535$8M0.5%2026-Q1
Public Sector Pension Investment Board added44,408$7M0.4%2026-Q1
Vest Financial, LLC added39,364$6M0.4%2026-Q1
BROWN BROTHERS HARRIMAN & CO trimmed37,546$6M0.3%2026-Q1
RHUMBLINE ADVISERS trimmed34,311$5M0.3%2026-Q1
Legal & General Group Plc trimmed30,369$5M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added29,398$5M0.3%2026-Q1
PRUDENTIAL FINANCIAL INC added28,370$5M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added27,513$4M0.3%2026-Q1
Nuveen, LLC trimmed27,467$4M0.3%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed27,213$4M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added26,318$4M0.2%2026-Q1
Swiss National Bank added26,130$4M0.2%2026-Q1
DEUTSCHE BANK AG\ added24,534$4M0.2%2026-Q1
BESSEMER GROUP INC23,371$4M0.2%2026-Q1
AE Wealth Management LLC trimmed22,274$4M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed20,998$3M0.2%2026-Q1
UBS Group AG added20,610$3M0.2%2026-Q1
CSM Advisors, LLC trimmed20,565$3M0.2%2026-Q1
Pinnacle Financial Partners, Inc.19,250$3M0.2%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added18,119$3M0.2%2026-Q1
Militia Capital Management LLC new17,700$3M0.2%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added16,733$3M0.2%2026-Q1
SEI INVESTMENTS CO added16,657$3M0.2%2026-Q1
Creative Planning added16,378$3M0.2%2026-Q1
Qube Research & Technologies Ltd trimmed16,292$3M0.2%2026-Q1
Bridge City Capital, LLC trimmed16,194$3M0.1%2026-Q1
Vident Advisory, LLC added15,408$2M0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added15,145$2M0.1%2026-Q1
Russell Investments Group, Ltd. added14,645$2M0.1%2026-Q1
Cerity Partners LLC trimmed14,467$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed15,356$2M0.1%2026-Q1
DENALI ADVISORS LLC trimmed13,100$2M0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added12,767$2M0.1%2026-Q1
Private Advisor Group, LLC trimmed12,673$2M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed12,217$2M0.1%2026-Q1
OAK ASSOCIATES LTD /OH/11,724$2M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added11,114$2M0.1%2026-Q1
CANADA LIFE ASSURANCE Co added10,804$2M0.1%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed10,579$2M0.1%2026-Q1
Horizon Investments, LLC added10,252$2M0.1%2026-Q1
Quadrature Capital Ltd added9,765$2M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new8,631$1M0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC8,346$1M0.1%2026-Q1
Thrivent Financial for Lutherans trimmed8,285$1M0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added8,212$1M0.1%2026-Q1
Quantinno Capital Management LP added8,073$1M0.1%2026-Q1
HSBC HOLDINGS PLC added7,969$1M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed7,942$1M0.1%2026-Q1
OCCUDO QUANTITATIVE STRATEGIES LP added6,847$1M0.1%2026-Q1
Summit Global Investments trimmed7,093$1M0.1%2026-Q1
SG Americas Securities, LLC trimmed7,079$1M0.1%2026-Q1
MetLife Investment Management, LLC trimmed7,075$1M0.1%2026-Q1
State of Alaska, Department of Revenue trimmed6,933$1M0.1%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed6,892$1M0.1%2026-Q1
FRANKLIN RESOURCES INC trimmed6,721$1M0.1%2026-Q1
Illinois Municipal Retirement Fund trimmed6,561$1M0.1%2026-Q1
VANGUARD GROUP INC trimmed1,316,170$180M10.5%2025-Q4 stale
Pacer Advisors, Inc. trimmed50,342$7M0.4%2025-Q4 stale
LAZARD ASSET MANAGEMENT LLC added36,225$5M0.3%2025-Q4 stale
Eversept Partners, LP new28,577$4M0.2%2025-Q4 stale
Sovereign's Capital Management, LLC trimmed27,639$3M0.2%2025-Q3 stale
TWO SIGMA ADVISERS, LP trimmed16,591$2M0.1%2025-Q4 stale
Foundry Partners, LLC trimmed21,955$2M0.1%2025-Q1 stale
Knights of Columbus Asset Advisors LLC trimmed18,026$2M0.1%2025-Q2 stale
Pinnacle Financial Partners Inc15,597$2M0.1%2025-Q3 stale
BALYASNY ASSET MANAGEMENT L.P. added15,555$2M0.1%2025-Q2 stale
DEERFIELD MANAGEMENT COMPANY, L.P. trimmed12,085$2M0.1%2025-Q4 stale
TUDOR INVESTMENT CORP ET AL added14,960$2M0.1%2025-Q2 stale
Militia Capital Partners, LP added11,000$2M0.1%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC trimmed12,209$1M0.1%2025-Q3 stale
DARK FOREST CAPITAL MANAGEMENT LP trimmed10,589$1M0.1%2025-Q3 stale
Point72 Asset Management, L.P. new10,000$1M0.1%2025-Q2 stale
DekaBank Deutsche Girozentrale10,411$1M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership