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National Bank (NBHC) Institutional Ownership

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$45.56 +0.56 (+1.23%)
Closing price 03:59 PM Eastern
Extended Trading
$45.53 -0.03 (-0.08%)
As of 05:18 PM Eastern
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Institutional Ownership Changes (13F Filings) for National Bank (NYSE:NBHC)

Current
Institutional Ownership
Percentage
92.65%
Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$275.96M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$280.58M
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NBHC Institutional Buying and Selling by Quarter

National Bank Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Howard Financial Services LTD.21,191$942K0.1%-24.8%0.047%
6/16/2026Empowered Funds LLC198,568$7.78M0.0%+30.9%0.443%
5/22/2026Segall Bryant & Hamill LLC885,370$34.67M0.4%-3.4%1.977%
5/19/2026Bank of America Corp DE135,454$5.30M0.0%+45.8%0.302%
5/18/2026Amundi6,639$260K0.0%N/A0.015%
5/18/2026California State Teachers Retirement System49,276$1.93M0.0%+40.7%0.110%
5/18/2026Royal Bank of Canada11,249$441K0.0%-21.9%0.025%
5/18/2026Empowered Funds LLC198,568$7.78M0.0%+30.9%0.443%
5/16/2026The Manufacturers Life Insurance Company 17,405$682K0.0%+5.0%0.039%
5/16/2026Quantinno Capital Management LP29,189$1.14M0.0%+105.0%0.065%
5/15/2026Mendon Capital Advisors Corp15,052$589K0.2%N/A0.034%
5/15/2026North Reef Capital Management LP320,352$12.55M0.4%N/A0.712%
5/15/2026Jacobs Asset Management LLC120,000$4.70M2.8%-35.1%0.267%
5/15/2026Entropy Technologies LP7,356$288K0.0%-64.9%0.016%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund1,928$76K0.0%-97.3%0.004%
5/14/2026Renaissance Technologies LLC794,100$31.10M0.0%-2.3%1.764%
5/14/2026Arrowstreet Capital Limited Partnership5,600$219K0.0%N/A0.012%
5/14/2026Inceptionr LLC5,699$223K0.1%N/A0.013%
5/14/2026Sei Investments Co.337,005$13.20M0.0%+5.9%0.749%
5/13/2026 First Citizens Bank & Trust Co.9,428$369K0.0%-3.4%0.021%
5/13/2026First Trust Advisors LP132,026$5.17M0.0%+1.4%0.293%
5/7/2026Dimensional Fund Advisors LP2,100,944$82.27M0.0%+2.0%4.668%
5/6/2026Bessemer Group Inc.144,522$5.66M0.0%+42.6%0.321%
5/5/2026Bank of New York Mellon Corp343,744$13.46M0.0%+3.3%0.764%
5/5/2026Illinois Municipal Retirement Fund19,816$776K0.0%+1.5%0.044%
5/5/2026Maryland State Retirement & Pension System6,527$256K0.0%+19.3%0.014%
5/4/2026Principal Financial Group Inc.218,670$8.56M0.0%-62.6%0.486%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS11,141$436K0.0%+19.0%0.025%
5/1/2026Fifth Third Bancorp9,825$385K0.0%+11,193.1%0.022%
4/30/2026Hsbc Holdings PLC72,837$2.84M0.0%-60.8%0.162%
4/30/2026Oregon Public Employees Retirement Fund10,265$402K0.0%+18.5%0.023%
4/25/2026Strs Ohio6,300$247K0.0%-26.7%0.014%
4/24/2026Deprince Race & Zollo Inc.1,062,271$41.60M0.8%-8.6%2.360%
4/24/2026Peregrine Capital Management LLC122,466$4.80M0.2%-8.8%0.272%
4/23/2026North Star Investment Management Corp.22,000$862K0.1%N/A0.049%
4/22/2026Pictet Asset Management Holding SA5,639$221K0.0%N/A0.013%
4/22/2026Sterling Capital Management LLC1,256$49K0.0%-42.5%0.003%
4/21/2026Louisiana State Employees Retirement System20,000$783K0.0%N/A0.044%
4/18/2026Leeward Investments LLC MA519,920$20.36M1.0%-2.7%1.155%
4/16/2026SG Americas Securities LLC63,357$2.48M0.0%+15.7%0.141%
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3/20/2026Hsbc Holdings PLC186,020$7.07M0.0%+1,188.0%0.413%
3/6/2026Hsbc Holdings PLC186,020$7.07M0.0%+1,188.0%0.492%
2/19/2026T. Rowe Price Investment Management Inc.1,168,100$44.40M0.0%-9.2%3.088%
2/19/2026Invesco Ltd.100,758$3.83M0.0%-49.3%0.266%
2/18/2026Mercer Global Advisors Inc. ADV8,581$326K0.0%N/A0.023%
2/18/2026State of Tennessee Department of Treasury21,165$850K0.0%-43.7%0.056%
2/18/2026Empowered Funds LLC151,699$5.77M0.0%+4.4%0.401%
2/18/2026XTX Topco Ltd23,951$910K0.0%N/A0.063%
2/18/2026Voloridge Investment Management LLC96,233$3.66M0.0%+47.5%0.254%
2/18/2026Wellington Management Group LLP1,285,543$48.86M0.0%-27.6%3.399%
2/18/2026SummitTX Capital L.P.12,314$468K0.0%N/A0.033%
2/18/2026Tudor Investment Corp ET AL139,188$5.29M0.0%-33.8%0.368%
2/18/2026Numerai GP LLC107,259$4.08M0.5%+11.2%0.284%
2/18/2026Millennium Management LLC226,900$8.62M0.0%-9.7%0.600%
2/18/2026Man Group plc5,360$204K0.0%N/A0.014%
2/18/2026Engineers Gate Manager LP39,953$1.52M0.0%-37.0%0.106%
2/18/2026Aristotle Capital Boston LLC673,644$25.61M1.4%-9.4%1.781%
2/18/2026Balyasny Asset Management L.P.41,400$1.57M0.0%+7.0%0.109%
2/18/2026Bridgeway Capital Management LLC181,699$6.91M0.1%+3.7%0.480%
2/17/2026Schonfeld Strategic Advisors LLC30,723$1.17M0.0%-36.7%0.081%
2/17/2026AQR Capital Management LLC430,078$16.35M0.0%+138.9%1.137%
2/17/2026Jain Global LLC6,157$234K0.0%N/A0.016%
2/17/2026iSAM Funds UK Ltd8,971$341K0.1%N/A0.024%
2/17/2026Jump Financial LLC9,508$361K0.0%-43.4%0.025%
2/17/2026Sciencast Management LP7,604$289K0.0%-21.7%0.020%
2/17/2026Price T Rowe Associates Inc. MD56,866$2.16M0.0%+10.2%0.150%
2/17/2026T. Rowe Price Investment Management Inc.458,791$17.44M0.0%-64.3%1.213%
2/17/2026Osaic Holdings Inc.5,785$220K0.0%-7.0%0.015%
2/17/2026Weiss Asset Management LP38,613$1.47M0.0%N/A0.102%
2/17/2026Russell Investments Group Ltd.405,164$15.40M0.0%+143.3%1.071%
2/17/2026Royal Bank of Canada14,409$548K0.0%+6.9%0.038%
2/17/2026Graham Capital Management L.P.6,831$260K0.0%N/A0.018%
2/17/2026Maltese Capital Management LLC352,500$13.40M2.4%-14.9%0.932%
2/16/2026Verition Fund Management LLC16,403$623K0.0%+37.1%0.043%
2/16/2026Mariner LLC18,569$706K0.0%N/A0.049%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund71,942$2.74M0.0%N/A0.190%
2/16/2026Jacobs Asset Management LLC185,000$7.03M3.9%+8.8%0.489%
2/16/2026Kennedy Capital Management LLC505,333$19.21M0.4%+39.0%1.336%
2/16/2026Entropy Technologies LP20,962$797K0.0%+7.7%0.055%
2/16/2026Barclays PLC91,844$3.49M0.0%+30.6%0.243%
2/16/2026Aigen Investment Management LP5,806$221K0.1%-59.6%0.015%
2/13/2026Kestra Advisory Services LLC4,430$168K0.0%N/A0.012%
2/13/2026The Manufacturers Life Insurance Company 16,579$630K0.0%-3.9%0.044%
2/13/2026Johnson Investment Counsel Inc.5,890$224K0.0%-10.6%0.016%
2/13/2026CANADA LIFE ASSURANCE Co36,344$1.38M0.0%+5.2%0.096%
2/13/2026Segall Bryant & Hamill LLC916,291$34.83M0.5%-5.0%2.423%
2/13/2026Walleye Capital LLC34,022$1.29M0.0%+46.0%0.090%
2/13/2026Hudson Bay Capital Management LP15,229$579K0.0%N/A0.040%
2/13/2026Jacobs Levy Equity Management Inc.42,951$1.63M0.0%-2.7%0.114%
2/13/2026Public Sector Pension Investment Board130,845$4.97M0.0%-11.8%0.346%
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2/13/2026Rafferty Asset Management LLC46,547$1.77M0.0%-11.5%0.123%
2/13/2026First Trust Advisors LP130,260$4.95M0.0%-71.0%0.344%
2/13/2026Charles Schwab Investment Management Inc.466,712$17.74M0.0%+6.5%1.234%
2/13/2026State Street Corp1,888,885$71.80M0.0%+2.6%4.994%
2/13/2026Victory Capital Management Inc.1,593,529$60.57M0.0%-18.1%4.213%
2/13/2026Ieq Capital LLC63,288$2.41M0.0%+116.2%0.167%
2/13/2026Boston Partners112,419$4.27M0.0%-4.4%0.297%
2/13/2026Martingale Asset Management L P9,400$357K0.0%N/A0.025%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC60,668$2.31M0.0%+0.4%0.160%
2/13/2026Wells Fargo & Company MN43,154$1.64M0.0%+45.5%0.114%


NBHC Institutional Ownership - Frequently Asked Questions

During the previous two years, 202 institutional investors and hedge funds held shares of National Bank. The most heavily invested institutionals were Vanguard Group Inc. ($155.82M), Dimensional Fund Advisors LP ($82.27M), State Street Corp ($71.80M), Victory Capital Management Inc. ($60.57M), Westwood Holdings Group Inc. ($59.09M), Wellington Management Group LLP ($48.86M), and T. Rowe Price Investment Management Inc. ($44.40M).Learn more on National Bank's institutional investors.

92.65% of National Bank's stock is owned by institutional investors. Learn more on NBHC's institutional investor holdings.

Of the 173 institutional investors that purchased National Bank's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Victory Capital Management Inc. ($2.90M), Deprince Race & Zollo Inc. ($1.16M), Principal Financial Group Inc. ($798.36K), Assenagon Asset Management S.A. ($711.07K), Westwood Holdings Group Inc. ($577.25K), Nuveen LLC ($551.96K), and Boston Partners ($355.23K).

Institutional investors have bought a total of 7,200,836 shares in the last 24 months. This purchase volume represents approximately $275.96M in transactions.

Of the 91 institutional investors that sold National Bank's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($1.22M), Wellington Management Group LLP ($1.21M), T. Rowe Price Investment Management Inc. ($945.92K), Boston Partners ($702.63K), Principal Financial Group Inc. ($414.46K), Millennium Management LLC ($380.79K), and First Trust Advisors LP ($380.30K).

Institutional investors have sold a total of 7,314,213 shares in the last 24 months. This volume of shares sold represents approximately $280.58M in transactions.



This page (NYSE:NBHC) was last updated on 7/15/2026 by MarketBeat.com Staff.
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