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Institutional Ownership · SEC Form 13F

Who owns NNI (NNI)


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

219
Institutional holders
11,652,628
Shares held (tracked funds)

How the tape is positioned

43 tracked funds added or opened NNI while 45 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

NNI’s largest tracked holder by dollar value, DIMENSIONAL FUND ADVISORS LP, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in NNI 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 219 tracked filers holding NNI, 118 increased or opened the position and 92 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 NNI 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 14

  • VANGUARD PORTFOLIO MANAGEMENT LLC$88M
  • VANGUARD CAPITAL MANAGEMENT LLC$75M
  • VANGUARD FIDUCIARY TRUST CO$11M
  • FRANKLIN RESOURCES INC$5M
  • HUB Investment Partners, LLC$3M
  • Man Group plc$2M

Full exits 14

  • VANGUARD GROUP INC$161M
  • Philadelphia Financial Management of San Francisco, LLC$6M
  • Brandywine Global Investment Management, LLC$5M
  • HRT FINANCIAL LP$4M
  • ALGERT GLOBAL LLC$3M
  • TUDOR INVESTMENT CORP ET AL$3M

Largest adds

  • AMERICAN CENTURY COMPANIES INC$8M
  • AQR CAPITAL MANAGEMENT LLC$5M
  • Qube Research & Technologies Ltd$4M
  • BlackRock, Inc.$3M
  • GEODE CAPITAL MANAGEMENT, LLC$3M
  • MERCER GLOBAL ADVISORS INC /ADV$3M

Largest trims

  • DIMENSIONAL FUND ADVISORS LP$8M
  • Bandera Partners LLC$8M
  • Sycale Advisors (NY) LLC$7M
  • UBS Group AG$7M
  • JPMORGAN CHASE & CO$7M
  • MAGNOLIA GROUP, LLC$7M

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
DIMENSIONAL FUND ADVISORS LP trimmed1,847,699$238M14.0%2026-Q1
MAGNOLIA GROUP, LLC1,668,976$215M12.7%2026-Q1
FARMERS & MERCHANTS INVESTMENTS INC1,184,351$153M9.0%2026-Q1
BlackRock, Inc. added978,034$126M7.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new679,395$88M5.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new577,940$75M4.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added346,688$45M2.6%2026-Q1
AMERICAN CENTURY COMPANIES INC added335,702$43M2.6%2026-Q1
STATE STREET CORP added314,978$41M2.4%2026-Q1
GENERAL AMERICAN INVESTORS CO INC trimmed234,026$30M1.8%2026-Q1
QVT Financial LP added231,414$30M1.8%2026-Q1
Empyrean Capital Partners, LP231,000$30M1.8%2026-Q1
Bragg Financial Advisors, Inc added226,782$29M1.7%2026-Q1
NORTHERN TRUST CORP added173,405$22M1.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added162,092$21M1.2%2026-Q1
JPMORGAN CHASE & CO trimmed133,935$17M1.0%2026-Q1
Qube Research & Technologies Ltd added108,750$14M0.8%2026-Q1
BAR HARBOR WEALTH MANAGEMENT trimmed108,708$14M0.8%2026-Q1
Sycale Advisors (NY) LLC trimmed100,479$13M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new88,487$11M0.7%2026-Q1
UBS Group AG trimmed82,533$11M0.6%2026-Q1
Bank of New York Mellon Corp added81,435$11M0.6%2026-Q1
MORGAN STANLEY added77,185$10M0.6%2026-Q1
JANE STREET GROUP, LLC trimmed69,556$9M0.5%2026-Q1
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE added66,467$9M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC added66,383$9M0.5%2026-Q1
Guardian Wealth Management, Inc. added51,356$7M0.4%2026-Q1
Edgestream Partners, L.P. added50,718$7M0.4%2026-Q1
GOLDMAN SACHS GROUP INC added48,921$6M0.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added48,000$6M0.4%2026-Q1
Bandera Partners LLC trimmed47,159$6M0.4%2026-Q1
Crawford Fund Management, LLC added46,955$6M0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added41,935$5M0.3%2026-Q1
MARSHALL WACE, LLP added41,713$5M0.3%2026-Q1
DENALI ADVISORS LLC trimmed41,200$5M0.3%2026-Q1
FRANKLIN RESOURCES INC new37,964$5M0.3%2026-Q1
LPL Financial LLC added37,573$5M0.3%2026-Q1
HighTower Advisors, LLC trimmed34,086$4M0.3%2026-Q1
Nuveen, LLC added28,283$4M0.2%2026-Q1
Swiss National Bank27,700$4M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added27,234$4M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed26,195$3M0.2%2026-Q1
FIRST TRUST ADVISORS LP added24,300$3M0.2%2026-Q1
D.A. DAVIDSON & CO. trimmed23,999$3M0.2%2026-Q1
Invesco Ltd. added23,068$3M0.2%2026-Q1
RHUMBLINE ADVISERS added22,993$3M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added21,308$3M0.2%2026-Q1
JAMES INVESTMENT RESEARCH, INC.20,758$3M0.2%2026-Q1
HUB Investment Partners, LLC new20,336$3M0.2%2026-Q1
Man Group plc added19,201$2M0.1%2026-Q1
D. E. Shaw & Co., Inc. trimmed18,810$2M0.1%2026-Q1
MARTINGALE ASSET MANAGEMENT L P trimmed18,722$2M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed18,320$2M0.1%2026-Q1
Prescott Group Capital Management, L.L.C.17,203$2M0.1%2026-Q1
FIRST MANHATTAN CO. LLC. trimmed17,191$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added16,537$2M0.1%2026-Q1
Fieldview Capital Management, LLC added16,194$2M0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added15,983$2M0.1%2026-Q1
Creative Planning added14,779$2M0.1%2026-Q1
SEI INVESTMENTS CO added14,714$2M0.1%2026-Q1
BARCLAYS PLC trimmed14,295$2M0.1%2026-Q1
BANK OF AMERICA CORP /DE/ added14,206$2M0.1%2026-Q1
DARK FOREST CAPITAL MANAGEMENT LP added14,203$2M0.1%2026-Q1
ANCHOR CAPITAL ADVISORS LLC trimmed13,810$2M0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed13,509$2M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added13,290$2M0.1%2026-Q1
Pilgrim Partners Asia Pte Ltd12,000$2M0.1%2026-Q1
Legal & General Group Plc trimmed11,844$2M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new11,728$2M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed11,710$2M0.1%2026-Q1
ExodusPoint Capital Management, LP added11,581$1M0.1%2026-Q1
CITIGROUP INC added10,737$1M0.1%2026-Q1
DEUTSCHE BANK AG\ added10,409$1M0.1%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added9,388$1M0.1%2026-Q1
Militia Capital Management LLC new9,000$1M0.1%2026-Q1
WEDGE CAPITAL MANAGEMENT L L P/NC added8,927$1M0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added8,569$1M0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed8,093$1M0.1%2026-Q1
Brevan Howard Capital Management LP added7,763$1M0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added7,690$992K0.1%2026-Q1
NorthCrest Asset Manangement, LLC added7,540$976K0.1%2026-Q1
Aquatic Capital Management LLC added7,452$961K0.1%2026-Q1
MetLife Investment Management, LLC added7,044$908K0.1%2026-Q1
Asset Value Investors Ltd6,370$821K0.0%2026-Q1
VANGUARD GROUP INC trimmed1,211,006$161M9.5%2025-Q4 stale
MASSACHUSETTS INSTITUTE OF TECHNOLOGY new197,211$24M1.4%2025-Q2 stale
Philadelphia Financial Management of San Francisco, LLC trimmed46,910$6M0.4%2025-Q4 stale
Brandywine Global Investment Management, LLC trimmed38,854$5M0.3%2025-Q4 stale
Western Standard LLC added36,315$4M0.3%2025-Q2 stale
HRT FINANCIAL LP added31,992$4M0.3%2025-Q4 stale
Madison Avenue Partners, LP trimmed31,535$4M0.2%2025-Q3 stale
ALGERT GLOBAL LLC23,434$3M0.2%2025-Q4 stale
TUDOR INVESTMENT CORP ET AL added23,209$3M0.2%2025-Q4 stale
Y-Intercept (Hong Kong) Ltd added21,647$3M0.2%2025-Q4 stale
AlphaQuest LLC added12,970$2M0.1%2025-Q4 stale
Point72 Asset Management, L.P. new11,810$2M0.1%2025-Q4 stale
LAZARD ASSET MANAGEMENT LLC added11,027$1M0.1%2025-Q4 stale
Militia Capital Partners, LP new9,000$1M0.1%2025-Q4 stale
Allianz Asset Management GmbH added9,753$1M0.1%2025-Q2 stale
Trexquant Investment LP added6,794$852K0.1%2025-Q3 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