Nuance Investments, LLC Top Holdings and 13F Report (2025) About Nuance Investments, LLCInvestment ActivityNuance Investments, LLC has $1.52 billion in total holdings as of March 31, 2025.Nuance Investments, LLC owns shares of 49 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 20.54% of the portfolio was purchased this quarter.About 75.08% of the portfolio was sold this quarter.This quarter, Nuance Investments, LLC has purchased 53 new stocks and bought additional shares in 9 stocks.Nuance Investments, LLC sold shares of 34 stocks and completely divested from 10 stocks this quarter.Largest Holdings Estee Lauder Companies $161,567,634DENTSPLY SIRONA $134,271,141QIAGEN NV $111,550,718California Water Service Group $97,768,569Werner Enterprises $83,026,051 Largest New Holdings this Quarter N72482206 - QIAGEN NV $111,550,718 Holding70435P102 - Paycor HCM $31,460,489 Holding00846U101 - Agilent Technologies $8,313,776 Holding539830109 - Lockheed Martin $8,124,200 Holding55261F104 - M&T Bank $6,086,040 Holding Largest Purchases this Quarter QIAGEN NV 2,778,349 shares (about $111.55M)Hologic 931,920 shares (about $57.56M)Paycor HCM 1,401,983 shares (about $31.46M)Marten Transport 2,040,631 shares (about $28.00M)California Water Service Group 527,343 shares (about $25.56M) Largest Sales this Quarter Globe Life 679,548 shares (about $89.51M)3M 584,071 shares (about $85.76M)Henry Schein 1,058,703 shares (about $72.51M)DENTSPLY SIRONA 4,558,622 shares (about $68.11M)Envista 3,337,842 shares (about $57.61M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNuance Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorELEstee Lauder Companies$161,567,634$42,522,092 ▼-20.8%2,447,99410.6%Consumer StaplesXRAYDENTSPLY SIRONA$134,271,141$68,105,811 ▼-33.7%8,987,3598.8%MedicalQIAGEN NV$111,550,718$111,550,718 ▲New Holding2,778,3497.3%COM SHSCWTCalifornia Water Service Group$97,768,569$25,555,038 ▲35.4%2,017,5116.4%UtilitiesWERNWerner Enterprises$83,026,051$22,822,939 ▼-21.6%2,833,6545.5%TransportationGLGlobe Life$73,041,516$89,510,075 ▼-55.1%554,5214.8%FinanceMRTNMarten Transport$71,857,707$27,997,458 ▲63.8%5,237,4424.7%TransportationHOLXHologic$66,793,911$57,564,674 ▲623.7%1,081,3334.4%MedicalSJWSJW Group$63,876,171$4,844,440 ▼-7.0%1,167,9684.2%UtilitiesHSICHenry Schein$62,357,611$72,510,569 ▼-53.8%910,4634.1%MedicalSOLVENTUM CORP$53,256,131$49,870,602 ▼-48.4%700,3703.5%COM SHSNTRSNorthern Trust$46,307,301$45,050,697 ▼-49.3%469,4103.0%FinanceCLXClorox$44,214,272$8,664,918 ▼-16.4%300,2672.9%Consumer StaplesCVGWCalavo Growers$42,468,323$2,560,597 ▲6.4%1,770,2512.8%Consumer StaplesROGRogers$41,689,435$13,015,325 ▼-23.8%617,3472.7%Computer and TechnologyPYCRPaycor HCM$31,460,489$31,460,489 ▲New Holding1,401,9832.1%Computer and TechnologyNVSTEnvista$25,275,062$57,611,156 ▼-69.5%1,464,3721.7%MedicalATRAptarGroup$21,472,005$8,767,451 ▲69.0%144,7101.4%IndustrialsAWKAmerican Water Works$21,103,372$3,596,693 ▼-14.6%143,0541.4%UtilitiesAVOMission Produce$20,323,411$164,892 ▼-0.8%1,939,2571.3%Consumer StaplesTTCToro$18,572,519$9,520,660 ▼-33.9%255,2921.2%Consumer DiscretionaryIEXIDEX$17,242,747$2,535,922 ▼-12.8%95,2801.1%IndustrialsRGAReinsurance Group of America$16,427,449$16,327,620 ▼-49.8%83,4301.1%FinanceKMBKimberly-Clark$15,728,860$56,690,028 ▼-78.3%110,5951.0%Consumer StaplesAMATApplied Materials$14,774,853$8,512,327 ▲135.9%101,8111.0%Computer and TechnologyBDXBecton, Dickinson and Company$14,556,888$7,215,797 ▲98.3%63,5511.0%MedicalKNXKnight-Swift Transportation$14,377,640$34,239,725 ▼-70.4%330,5960.9%TransportationNOCNorthrop Grumman$14,334,320$32,091,448 ▼-69.1%27,9960.9%AerospaceIWSiShares Russell Mid-Cap Value ETF$12,219,001$4,019,090 ▼-24.8%97,0080.8%ETFGGGGraco$8,584,311$19,375,704 ▼-69.3%102,7940.6%IndustrialsPORPortland General Electric$8,576,375$21,082,018 ▼-71.1%192,2950.6%UtilitiesLNNLindsay$8,442,325$13,173,048 ▼-60.9%66,7270.6%IndustrialsNKENIKE$8,407,140$2,645,775 ▲45.9%132,4380.6%Consumer DiscretionaryAAgilent Technologies$8,313,776$8,313,776 ▲New Holding71,0700.5%MedicalLMTLockheed Martin$8,124,200$8,124,200 ▲New Holding18,1870.5%AerospaceMTBM&T Bank$6,086,040$6,086,040 ▲New Holding34,0480.4%FinanceTGTTarget$6,040,946$5,531,464 ▼-47.8%57,8860.4%Retail/WholesaleCNH INDL N V$6,034,192$11,167,303 ▼-64.9%491,3840.4%SHSNDSNNordson$6,024,497$6,024,497 ▲New Holding29,8660.4%IndustrialsEGEverest Group$5,960,167$1,300,017 ▼-17.9%16,4040.4%FinanceTHRMGentherm$5,553,010$3,965,110 ▼-41.7%207,6670.4%Auto/Tires/TrucksIDAIDACORP$4,892,951$39,772,122 ▼-89.0%42,1010.3%UtilitiesAREAlexandria Real Estate Equities$4,350,713$2,179,704 ▼-33.4%47,0300.3%FinancePEAKHealthpeak Properties$4,349,800$9,358,083 ▼-68.3%215,1240.3%FinanceINDBIndependent Bank$4,059,731$2,361,849 ▼-36.8%64,8000.3%FinanceTMOThermo Fisher Scientific$3,275,231$710,579 ▼-17.8%6,5820.2%MedicalALBEMARLE CORP$2,572,654$3,329,078 ▼-56.4%72,1640.2%7.25% DEP SHS AIJJiShares S&P Mid-Cap 400 Value ETF$628,205$300,753 ▲91.8%5,2470.0%ETFMMM3M$276,940$85,764,911 ▼-99.7%1,8860.0%Multi-Sector ConglomeratesQIAGEN NV$0$184,577,367 ▼-100.0%00.0%SHS NEWAVAAvista$0$28,751,743 ▼-100.0%00.0%UtilitiesMKCMcCormick & Company, Incorporated$0$27,752,864 ▼-100.0%00.0%Consumer StaplesLAM RESEARCH CORP$0$7,453,427 ▼-100.0%00.0%COM NEWMWAMUELLER WATER PRODUCTS$0$7,316,900 ▼-100.0%00.0%IndustrialsLUVSouthwest Airlines$0$7,313,270 ▼-100.0%00.0%TransportationJBHTJ.B. Hunt Transport Services$0$7,164,530 ▼-100.0%00.0%TransportationTE CONNECTIVITY PLC$0$6,982,093 ▼-100.0%00.0%ORD SHSSTSensata Technologies$0$6,622,930 ▼-100.0%00.0%Computer and TechnologyPIIPolaris$0$6,304,249 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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