Who owns NODK (NODK)
Which tracked institutional funds hold NODK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NODK 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.
How the tape is positioned
78 tracked funds added or opened NODK while 97 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
NODK’s largest tracked holder by dollar value, PRINCIPAL FINANCIAL GROUP INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NODK 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 397 tracked filers holding NODK, 202 increased or opened the position and 205 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 NODK 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
- Vinva Investment Management Ltd$35M
- Phoenix Financial Ltd.$31M
- Kopernik Global Investors, LLC$28M
- VANGUARD CAPITAL MANAGEMENT LLC$4M
- Collaborative Fund Advisors, LLC$2M
- Vident Advisory, LLC$2M
Full exits 21
- OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$9M
- MARSHALL WACE, LLP$8M
- MILFORD FUNDS LTD$8M
- Hamilton Point Investment Advisors, LLC$5M
- VANGUARD GROUP INC$5M
- Jump Financial, LLC$4M
Largest adds
- PRINCIPAL FINANCIAL GROUP INC$475M
- BRANDES INVESTMENT PARTNERS, LP$166M
- FIL Ltd$31M
- UBS Group AG$19M
- Harel Insurance Investments & Financial Services Ltd.$14M
- BlackRock, Inc.$10M
Largest trims
- Migdal Insurance & Financial Holdings Ltd.$85M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$59M
- ACADIAN ASSET MANAGEMENT LLC$56M
- MENORA MIVTACHIM HOLDINGS LTD.$46M
- Point72 Asset Management, L.P.$36M
- Vulcan Value Partners, LLC$35M
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 added | 4,578,940 | $505M | 11.7% | 2026-Q1 |
| Harding Loevner LP trimmed | 2,533,246 | $279M | 6.5% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 2,229,590 | $246M | 5.7% | 2026-Q1 |
| FIL Ltd added | 2,055,657 | $227M | 5.2% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd trimmed | 1,631,890 | $179M | 4.1% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 1,493,094 | $165M | 3.8% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 1,161,305 | $128M | 3.0% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,041,571 | $115M | 2.7% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. added | 1,028,172 | $113M | 2.6% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. trimmed | 921,270 | $102M | 2.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 705,193 | $80M | 1.8% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 681,836 | $75M | 1.7% | 2026-Q1 |
| RPD Fund Management LLC trimmed | 673,037 | $74M | 1.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 644,624 | $71M | 1.6% | 2026-Q1 |
| Vulcan Value Partners, LLC trimmed | 572,311 | $63M | 1.5% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC added | 544,379 | $60M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 533,473 | $59M | 1.4% | 2026-Q1 |
| Black Creek Investment Management Inc. trimmed | 530,904 | $59M | 1.4% | 2026-Q1 |
| Boston Partners trimmed | 464,452 | $51M | 1.2% | 2026-Q1 |
| Swedbank AB | 375,700 | $41M | 1.0% | 2026-Q1 |
| Vinva Investment Management Ltd new | 530,711 | $35M | 0.8% | 2026-Q1 |
| NEW SOUTH CAPITAL MANAGEMENT INC added | 287,352 | $32M | 0.7% | 2026-Q1 |
| Phoenix Financial Ltd. trimmed | 283,500 | $31M | 0.7% | 2026-Q1 |
| BRUNI J V & CO /CO added | 279,906 | $31M | 0.7% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 272,975 | $30M | 0.7% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 272,299 | $30M | 0.7% | 2026-Q1 |
| Kopernik Global Investors, LLC new | 250,948 | $28M | 0.6% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 211,107 | $23M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 194,717 | $21M | 0.5% | 2026-Q1 |
| M3F, Inc. added | 1,652,020 | $21M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 182,817 | $20M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 173,896 | $19M | 0.4% | 2026-Q1 |
| EARNEST PARTNERS LLC added | 171,668 | $19M | 0.4% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 170,144 | $19M | 0.4% | 2026-Q1 |
| AMERICAN CAPITAL MANAGEMENT INC trimmed | 157,593 | $17M | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 143,491 | $16M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 117,833 | $13M | 0.3% | 2026-Q1 |
| Tidal Investments LLC added | 117,960 | $13M | 0.3% | 2026-Q1 |
| LAKEWOOD CAPITAL MANAGEMENT, LP trimmed | 116,800 | $13M | 0.3% | 2026-Q1 |
| Kopion Asset Management, LLC added | 115,026 | $13M | 0.3% | 2026-Q1 |
| NORGES BANK added | 79,443 | $12M | 0.3% | 2026-Q1 |
| Blue Door Asset Management, LLC trimmed | 96,000 | $11M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 95,794 | $11M | 0.2% | 2026-Q1 |
| Newtyn Management, LLC | 670,000 | $9M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 66,955 | $7M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 66,312 | $7M | 0.2% | 2026-Q1 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 66,098 | $7M | 0.2% | 2026-Q1 |
| BlackRock, Inc. added | 528,802 | $7M | 0.2% | 2026-Q1 |
| M&G PLC | 61,337 | $7M | 0.2% | 2026-Q1 |
| Northwest & Ethical Investments L.P. trimmed | 60,713 | $7M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 59,083 | $7M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 57,436 | $6M | 0.1% | 2026-Q1 |
| Pacer Advisors, Inc. added | 42,255 | $6M | 0.1% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 53,569 | $6M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 47,544 | $5M | 0.1% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 46,939 | $5M | 0.1% | 2026-Q1 |
| Creative Planning added | 45,197 | $5M | 0.1% | 2026-Q1 |
| PB INVESTMENT PARTNERS, L.P. added | 43,601 | $5M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 41,794 | $5M | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 41,285 | $5M | 0.1% | 2026-Q1 |
| Woodline Partners LP added | 41,092 | $5M | 0.1% | 2026-Q1 |
| Mediolanum International Funds Ltd trimmed | 40,301 | $4M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 39,214 | $4M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 38,957 | $4M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 37,279 | $4M | 0.1% | 2026-Q1 |
| AIMZ Investment Advisors, LLC trimmed | 37,200 | $4M | 0.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 294,798 | $4M | 0.1% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 914,424 | $154M | 3.6% | 2025-Q2 stale |
| CCLA Investment Management added | 710,865 | $120M | 2.8% | 2025-Q2 stale |
| RGM Capital, LLC trimmed | 684,441 | $116M | 2.7% | 2025-Q2 stale |
| HMI Capital Management, L.P. trimmed | 770,390 | $112M | 2.6% | 2025-Q3 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 550,714 | $93M | 2.2% | 2025-Q2 stale |
| JANUS HENDERSON GROUP PLC added | 498,609 | $72M | 1.7% | 2025-Q3 stale |
| Clark Capital Management Group, Inc. added | 376,838 | $55M | 1.3% | 2025-Q3 stale |
| RIVULET CAPITAL, LLC trimmed | 304,550 | $44M | 1.0% | 2025-Q3 stale |
| Perpetual Ltd trimmed | 256,614 | $37M | 0.9% | 2025-Q3 stale |
| FIRST MANHATTAN CO. LLC. trimmed | 219,986 | $32M | 0.7% | 2025-Q3 stale |
| Aristotle Capital Management, LLC trimmed | 1,309,584 | $23M | 0.5% | 2025-Q3 stale |
| Martin Investment Management, LLC trimmed | 124,249 | $18M | 0.4% | 2025-Q3 stale |
| J. Safra Sarasin Holding AG trimmed | 96,702 | $14M | 0.3% | 2025-Q3 stale |
| Wealthquest Corp new | 245,460 | $14M | 0.3% | 2025-Q1 stale |
| Caption Management, LLC added | 75,492 | $11M | 0.3% | 2025-Q3 stale |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC added | 70,000 | $11M | 0.2% | 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 |
| Polunin Capital Partners Ltd added | 1,460,883 | $7M | 0.2% | 2025-Q3 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 |
| Morningstar Investment Management LLC new | 35,792 | $5M | 0.1% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 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 |
| VANGUARD GROUP INC added | 365,840 | $5M | 0.1% | 2025-Q4 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 |
| Azimuth Capital Investment Management LLC added | 27,737 | $4M | 0.1% | 2025-Q3 stale |
| Trexquant Investment LP added | 23,684 | $4M | 0.1% | 2025-Q2 stale |
| Squarepoint Ops LLC trimmed | 34,951 | $4M | 0.1% | 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.
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.