Who owns NVST (NVST)
Which tracked institutional funds hold NVST, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NVST 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
136 tracked funds added or opened NVST while 55 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
NVST’s largest tracked holder by dollar value, VANGUARD GROUP 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 NVST more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NVST 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 388 tracked filers holding NVST, 221 increased or opened the position and 161 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 NVST 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 41
- VANGUARD PORTFOLIO MANAGEMENT LLC$192M
- VANGUARD CAPITAL MANAGEMENT LLC$186M
- Varenne Capital Partners$27M
- VANGUARD FIDUCIARY TRUST CO$26M
- Capricorn Fund Managers Ltd$19M
- Parkman Healthcare Partners LLC$18M
Full exits 20
- VANGUARD GROUP INC$321M
- MILLENNIUM MANAGEMENT LLC$53M
- Freestone Grove Partners LP$29M
- Iron Triangle Partners LP$26M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$7M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$5M
Largest adds
- CITADEL ADVISORS LLC$75M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$58M
- DIMENSIONAL FUND ADVISORS LP$39M
- MORGAN STANLEY$32M
- FMR LLC$29M
- Gotham Asset Management, LLC$27M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$451M
- BlackRock, Inc.$145M
- Clarkston Capital Partners, LLC$61M
- ALLIANCEBERNSTEIN L.P.$22M
- VICTORY CAPITAL MANAGEMENT INC$20M
- AMERICAN CENTURY COMPANIES INC$18M
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 |
|---|---|---|---|---|
| ARIEL INVESTMENTS, LLC trimmed | 10,863,592 | $276M | 5.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 9,780,948 | $248M | 5.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 9,308,370 | $236M | 5.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 8,793,137 | $223M | 4.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,566,721 | $192M | 4.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,318,581 | $186M | 4.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 6,894,025 | $175M | 3.7% | 2026-Q1 |
| Gates Capital Management, Inc. trimmed | 5,362,711 | $136M | 2.9% | 2026-Q1 |
| STATE STREET CORP added | 5,228,758 | $133M | 2.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 4,584,572 | $116M | 2.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 4,393,068 | $111M | 2.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 5,028,611 | $109M | 2.3% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 3,773,752 | $96M | 2.0% | 2026-Q1 |
| HARRIS ASSOCIATES L P trimmed | 3,261,896 | $83M | 1.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 3,201,626 | $81M | 1.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,149,295 | $80M | 1.7% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,898,786 | $75M | 1.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,858,293 | $73M | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,916,244 | $71M | 1.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 2,694,970 | $68M | 1.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,601,841 | $65M | 1.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 2,291,134 | $58M | 1.2% | 2026-Q1 |
| DEERFIELD MANAGEMENT COMPANY, L.P. trimmed | 2,210,100 | $56M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,190,485 | $56M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,138,571 | $54M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,616,983 | $41M | 0.9% | 2026-Q1 |
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 1,604,196 | $41M | 0.9% | 2026-Q1 |
| Tweedy, Browne Co LLC trimmed | 1,436,781 | $36M | 0.8% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 1,435,870 | $36M | 0.8% | 2026-Q1 |
| NORGES BANK trimmed | 2,072,480 | $36M | 0.8% | 2026-Q1 |
| Paradice Investment Management LLC trimmed | 1,407,981 | $36M | 0.8% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 1,381,872 | $35M | 0.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,342,218 | $34M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,297,969 | $33M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,208,165 | $31M | 0.7% | 2026-Q1 |
| FMR LLC added | 1,200,954 | $30M | 0.7% | 2026-Q1 |
| Clarkston Capital Partners, LLC trimmed | 1,182,055 | $30M | 0.6% | 2026-Q1 |
| Varenne Capital Partners new | 1,051,029 | $27M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,019,034 | $26M | 0.6% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 995,088 | $25M | 0.5% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 978,447 | $25M | 0.5% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 914,054 | $23M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 850,441 | $22M | 0.5% | 2026-Q1 |
| UBS Group AG added | 780,957 | $20M | 0.4% | 2026-Q1 |
| Capricorn Fund Managers Ltd new | 746,200 | $19M | 0.4% | 2026-Q1 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. trimmed | 741,489 | $19M | 0.4% | 2026-Q1 |
| Marathon Asset Management Ltd added | 723,154 | $18M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 713,251 | $18M | 0.4% | 2026-Q1 |
| Parkman Healthcare Partners LLC new | 711,693 | $18M | 0.4% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ new | 665,400 | $17M | 0.4% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC | 663,643 | $17M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 639,850 | $16M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 631,955 | $16M | 0.3% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 626,035 | $16M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 579,534 | $15M | 0.3% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 549,852 | $14M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 518,177 | $13M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 483,983 | $12M | 0.3% | 2026-Q1 |
| Leeward Investments, LLC - MA trimmed | 472,142 | $12M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 451,620 | $11M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 442,625 | $11M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 423,953 | $11M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 421,915 | $11M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 416,220 | $11M | 0.2% | 2026-Q1 |
| HEARTLAND ADVISORS INC trimmed | 402,353 | $10M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 357,693 | $9M | 0.2% | 2026-Q1 |
| Integral Health Asset Management, LLC trimmed | 350,000 | $9M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 329,627 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 325,400 | $8M | 0.2% | 2026-Q1 |
| Aristotle Capital Boston, LLC new | 325,021 | $8M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 295,723 | $8M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 290,927 | $7M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 289,451 | $7M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 275,883 | $7M | 0.1% | 2026-Q1 |
| DANSKE BANK A/S added | 269,622 | $7M | 0.1% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 264,500 | $7M | 0.1% | 2026-Q1 |
| ARMISTICE CAPITAL, LLC trimmed | 264,008 | $7M | 0.1% | 2026-Q1 |
| Lightrock Netherlands B.V. trimmed | 34,639 | $6M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 215,507 | $5M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 214,448 | $5M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 202,290 | $5M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 200,901 | $5M | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 199,318 | $5M | 0.1% | 2026-Q1 |
| Homestead Advisers Corp trimmed | 199,300 | $5M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 194,212 | $5M | 0.1% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS | 185,398 | $5M | 0.1% | 2026-Q1 |
| Amundi added | 184,575 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 14,807,859 | $321M | 6.9% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC added | 2,420,615 | $53M | 1.1% | 2025-Q4 stale |
| Holocene Advisors, LP trimmed | 1,572,229 | $32M | 0.7% | 2025-Q3 stale |
| Freestone Grove Partners LP new | 1,337,923 | $29M | 0.6% | 2025-Q4 stale |
| Iron Triangle Partners LP added | 1,186,704 | $26M | 0.6% | 2025-Q4 stale |
| NUANCE INVESTMENTS, LLC trimmed | 1,464,372 | $25M | 0.5% | 2025-Q1 stale |
| Brickwood Asset Management LLP trimmed | 1,220,333 | $25M | 0.5% | 2025-Q3 stale |
| Polar Asset Management Partners Inc. added | 1,100,810 | $22M | 0.5% | 2025-Q2 stale |
| Point72 Asset Management, L.P. trimmed | 1,040,784 | $21M | 0.5% | 2025-Q3 stale |
| DIAMOND HILL CAPITAL MANAGEMENT INC trimmed | 776,611 | $15M | 0.3% | 2025-Q2 stale |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 325,200 | $7M | 0.2% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 247,384 | $5M | 0.1% | 2025-Q4 stale |
| Jain Global LLC new | 228,797 | $4M | 0.1% | 2025-Q2 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.