Who owns NICE
Which tracked institutional funds hold NICE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NICE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
44 tracked funds added or opened NICE while 126 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
NICE’s largest tracked holder by dollar value, PRINCIPAL FINANCIAL GROUP INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NICE 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 304 tracked filers holding NICE, 139 increased or opened the position and 217 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 NICE 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
- MEITAV INVESTMENT HOUSE LTD$56M
- Alyeska Investment Group, L.P.$38M
- Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$20M
- J. Goldman & Co LP$15M
- Granite Investment Partners, LLC$8M
- Archon Capital Management LLC$7M
Full exits 31
- Clal Insurance Enterprises Holdings Ltd$179M
- Harel Insurance Investments & Financial Services Ltd.$113M
- CANADA LIFE ASSURANCE Co$19M
- ACADIAN ASSET MANAGEMENT LLC$12M
- Northwest & Ethical Investments L.P.$7M
- PRELUDE CAPITAL MANAGEMENT, LLC$6M
Largest adds
- Phoenix Financial Ltd.$30M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$28M
- Kopernik Global Investors, LLC$23M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$23M
- FIL Ltd$16M
- NEW YORK STATE COMMON RETIREMENT FUND$15M
Largest trims
- PRINCIPAL FINANCIAL GROUP INC$102M
- LAZARD ASSET MANAGEMENT LLC$73M
- RPD Fund Management LLC$59M
- Harding Loevner LP$46M
- Swedbank AB$39M
- MENORA MIVTACHIM HOLDINGS LTD.$34M
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 |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC trimmed | 4,434,216 | $403M | 9.8% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 2,861,960 | $260M | 6.3% | 2026-Q2 |
| FIL Ltd added | 2,673,798 | $243M | 5.9% | 2026-Q2 |
| Harding Loevner LP trimmed | 2,523,392 | $234M | 5.7% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 1,443,094 | $131M | 3.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,151,129 | $105M | 2.5% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 1,076,768 | $98M | 2.4% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. trimmed | 756,270 | $69M | 1.7% | 2026-Q2 |
| Phoenix Financial Ltd. added | 678,460 | $62M | 1.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 549,384 | $61M | 1.5% | 2026-Q2 |
| Black Creek Investment Management Inc. added | 644,786 | $59M | 1.4% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD new | 617,801 | $56M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 584,427 | $53M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 579,608 | $53M | 1.3% | 2026-Q2 |
| PARNASSUS INVESTMENTS, LLC added | 567,137 | $52M | 1.3% | 2026-Q2 |
| Kopernik Global Investors, LLC added | 563,013 | $51M | 1.2% | 2026-Q2 |
| Boston Partners added | 540,967 | $49M | 1.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 479,989 | $44M | 1.1% | 2026-Q2 |
| Vulcan Value Partners, LLC trimmed | 478,421 | $43M | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 477,221 | $43M | 1.1% | 2026-Q2 |
| Alyeska Investment Group, L.P. new | 421,949 | $38M | 0.9% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC added | 365,979 | $33M | 0.8% | 2026-Q2 |
| BlackRock, Inc. trimmed | 331,009 | $30M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 300,226 | $27M | 0.7% | 2026-Q2 |
| BRUNI J V & CO /CO trimmed | 277,734 | $25M | 0.6% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 269,313 | $24M | 0.6% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 247,071 | $22M | 0.5% | 2026-Q2 |
| NEW SOUTH CAPITAL MANAGEMENT INC trimmed | 247,002 | $22M | 0.5% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD new | 219,562 | $20M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 209,643 | $19M | 0.5% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 193,368 | $18M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 179,015 | $16M | 0.4% | 2026-Q2 |
| FMR LLC added | 178,593 | $16M | 0.4% | 2026-Q2 |
| RPD Fund Management LLC trimmed | 167,689 | $15M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 167,115 | $15M | 0.4% | 2026-Q2 |
| J. Goldman & Co LP new | 165,000 | $15M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 155,485 | $14M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 155,046 | $14M | 0.3% | 2026-Q2 |
| Blue Door Asset Management, LLC added | 153,000 | $14M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 149,246 | $14M | 0.3% | 2026-Q2 |
| Kopion Asset Management, LLC added | 146,272 | $13M | 0.3% | 2026-Q2 |
| AMERICAN CAPITAL MANAGEMENT INC trimmed | 136,644 | $12M | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 132,792 | $12M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 128,032 | $12M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 126,356 | $11M | 0.3% | 2026-Q2 |
| PB INVESTMENT PARTNERS, L.P. added | 124,232 | $11M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 118,884 | $11M | 0.3% | 2026-Q2 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 116,800 | $11M | 0.3% | 2026-Q2 |
| Walleye Trading LLC added | 108,972 | $10M | 0.2% | 2026-Q2 |
| Tidal Investments LLC trimmed | 106,562 | $10M | 0.2% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 102,200 | $9M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 97,456 | $9M | 0.2% | 2026-Q2 |
| Granite Investment Partners, LLC new | 84,570 | $8M | 0.2% | 2026-Q2 |
| Archon Capital Management LLC new | 82,000 | $7M | 0.2% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 74,692 | $7M | 0.2% | 2026-Q2 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 66,098 | $6M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 65,037 | $6M | 0.1% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD new | 64,080 | $6M | 0.1% | 2026-Q2 |
| M&G PLC | 61,337 | $6M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 60,006 | $5M | 0.1% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 53,026 | $5M | 0.1% | 2026-Q2 |
| PEAK6 LLC added | 45,498 | $4M | 0.1% | 2026-Q2 |
| Clal Insurance Enterprises Holdings Ltd trimmed | 1,631,890 | $179M | 4.4% | 2026-Q1 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 914,424 | $154M | 3.8% | 2025-Q2 stale |
| CCLA Investment Management added | 710,865 | $120M | 2.9% | 2025-Q2 stale |
| RGM Capital, LLC trimmed | 684,441 | $116M | 2.8% | 2025-Q2 stale |
| Harel Insurance Investments & Financial Services Ltd. added | 1,028,172 | $113M | 2.8% | 2026-Q1 stale |
| HMI Capital Management, L.P. trimmed | 770,390 | $112M | 2.7% | 2025-Q3 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 550,714 | $93M | 2.3% | 2025-Q2 stale |
| JANUS HENDERSON GROUP PLC added | 498,609 | $72M | 1.8% | 2025-Q3 stale |
| Clark Capital Management Group, Inc. added | 376,838 | $55M | 1.3% | 2025-Q3 stale |
| RIVULET CAPITAL, LLC trimmed | 304,550 | $44M | 1.1% | 2025-Q3 stale |
| Perpetual Ltd trimmed | 256,614 | $37M | 0.9% | 2025-Q3 stale |
| FIRST MANHATTAN CO. LLC. trimmed | 219,986 | $32M | 0.8% | 2025-Q3 stale |
| CANADA LIFE ASSURANCE Co added | 170,144 | $19M | 0.5% | 2026-Q1 stale |
| Martin Investment Management, LLC trimmed | 124,249 | $18M | 0.4% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 134,190 | $15M | 0.4% | 2025-Q4 stale |
| J. Safra Sarasin Holding AG trimmed | 96,702 | $14M | 0.3% | 2025-Q3 stale |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 122,310 | $14M | 0.3% | 2025-Q4 stale |
| Wealthquest Corp new | 245,460 | $14M | 0.3% | 2025-Q1 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 112,590 | $12M | 0.3% | 2026-Q1 stale |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC added | 70,000 | $11M | 0.3% | 2025-Q1 stale |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 77,760 | $9M | 0.2% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 67,284 | $8M | 0.2% | 2025-Q4 stale |
| MILFORD FUNDS LTD new | 66,797 | $8M | 0.2% | 2025-Q4 stale |
| Northwest & Ethical Investments L.P. trimmed | 60,713 | $7M | 0.2% | 2026-Q1 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 53,569 | $6M | 0.1% | 2026-Q1 stale |
| HARVEY CAPITAL MANAGEMENT INC added | 39,171 | $6M | 0.1% | 2025-Q3 stale |
| Hamilton Point Investment Advisors, LLC trimmed | 48,489 | $5M | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC new | 47,544 | $5M | 0.1% | 2026-Q1 stale |
| Morningstar Investment Management LLC new | 35,792 | $5M | 0.1% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 32,924 | $5M | 0.1% | 2025-Q1 stale |
| Robocap Asset Management Ltd added | 34,940 | $5M | 0.1% | 2025-Q3 stale |
| STRS OHIO trimmed | 29,750 | $5M | 0.1% | 2025-Q2 stale |
| WOLVERINE TRADING, LLC added | 33,641 | $5M | 0.1% | 2025-Q3 stale |
| Mediolanum International Funds Ltd trimmed | 40,301 | $4M | 0.1% | 2026-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 38,957 | $4M | 0.1% | 2026-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 37,279 | $4M | 0.1% | 2026-Q1 stale |
| OAK FAMILY ADVISORS, LLC added | 28,021 | $4M | 0.1% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC added | 26,056 | $4M | 0.1% | 2025-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.