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Nestle (NSRGY) Institutional Ownership

Nestle logo
$93.81 +1.37 (+1.48%)
As of 11:33 AM Eastern
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Institutional Ownership Changes (13F Filings) for Nestle (OTCMKTS:NSRGY)

Current
Institutional Ownership
Percentage
0.61%
Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$34.58M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$54.57M
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NSRGY Institutional Buying and Selling by Quarter

Nestle Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Copeland Capital Management LLC2,375$216K0.0%N/A0.000%
10/9/2026Douglas Lane & Associates LLC1,011,074$91.79M1.1%+0.7%0.039%
10/9/2026GAMMA Investing LLC9,694$880K0.0%-17.8%0.000%
10/8/2026Horrell Capital Management Inc.19,288$1.76M0.9%-4.3%0.001%
10/5/2026Violich Capital Management Inc.3,100$281K0.0%-11.4%0.000%
9/8/2026Ramsay Stattman Vela & Price Inc.60,336$6.20M1.1%+0.5%0.002%
8/23/2026Azimuth Capital Investment Management LLC36,579$3.77M0.1%-3.3%0.001%
8/19/2026Archer Investment Corp5,086$522K0.1%N/A0.000%
8/18/2026North Star Asset Management Inc.7,550$775K0.0%N/A0.000%
8/15/2026Councilmark Asset Management LLC4,517$464K0.2%N/A0.000%
8/13/2026Elefante Mark B8,030$825K0.4%N/A0.000%
8/12/2026Pinnacle West Asset Management Inc.2,920$300K0.2%N/A0.000%
8/11/2026Notis McConarty Edward4,300$442K0.2%N/A0.000%
8/11/2026Somerville Kurt F20,171$2.07M0.5%N/A0.001%
7/10/2026Magnolia Capital Management Ltd.6,000$616K0.4%-7.7%0.000%
7/7/2026GAMMA Investing LLC11,797$1.21M0.0%+16.2%0.000%
7/6/2026Neville Rodie & Shaw Inc.32,876$3.39M0.2%-0.5%0.001%
5/19/2026Opal Capital LLC34,284$3.40M0.6%N/A0.001%
5/8/2026PNC Financial Services Group Inc.2,491$247K0.0%+6.7%0.000%
5/7/2026Boston Common Asset Management LLC45,958$4.55M0.3%-0.6%0.002%
5/7/2026Broderick Brian C17,185$1.70M0.3%+8.0%0.001%
5/1/2026Ferguson Wellman Capital Management Inc.6,676$662K0.0%N/A0.000%
4/30/2026Ramsay Stattman Vela & Price Inc.60,046$5.95M1.2%-1.3%0.002%
4/30/2026Horrell Capital Management Inc.22,337$2.18M1.0%-8.2%0.001%
4/23/2026Spinnaker Trust61,810$6.03M0.3%-0.5%0.002%
4/23/2026NORTHSTAR ASSET MANAGEMENT Co25,640$2.54M0.6%-1.6%0.001%
4/22/2026Sterling Capital Management LLC349$34K0.0%+73.6%0.000%
4/21/2026Pinnacle Wealth Management Advisory Group LLC23,683$2.35M0.2%-1.1%0.001%
4/17/2026FARMERS & MERCHANTS TRUST Co OF LONG BEACH3,649$356K0.1%-3.2%0.000%
4/16/2026Forbes J M & Co. LLP5,706$565K0.0%-8.2%0.000%
4/16/2026Sky Investment Group LLC60,837$6.03M1.0%-3.1%0.002%
4/16/2026Diversified Trust Co20,221$1.97M0.0%+32.4%0.001%
3/5/2026Mengis Capital Management Inc.46,175$4.56M0.8%+11.4%0.002%
2/18/2026Somerville Kurt F34,276$3.39M0.6%-13.9%0.001%
2/18/2026IHT Wealth Management LLC2,836$280K0.0%+9.0%0.000%
2/18/2026First Manhattan CO. LLC.727,782$71.89M0.2%-3.0%0.028%
2/17/2026DF Dent & Co. Inc.7,192$710K0.0%+219.6%0.000%
2/17/2026Kidder Stephen W4,215$416K0.1%-40.4%0.000%
2/17/2026Carret Asset Management LLC17,119$1.70M0.2%-4.0%0.001%
2/17/2026Delaney Dennis R7,435$734K0.4%-45.2%0.000%
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2/17/2026Notis McConarty Edward5,700$563K0.3%-26.5%0.000%
2/16/2026Resources Management Corp CT ADV2,300$227K0.0%-96.5%0.000%
2/13/2026Boston Family Office LLC51,413$5.08M0.3%-1.6%0.002%
2/12/2026Douglass Winthrop Advisors LLC954,467$94.28M1.6%-2.5%0.037%
2/12/2026Beck Mack & Oliver LLC17,570$1.74M0.0%-2.2%0.001%
2/12/2026Godshalk Welsh Capital Management Inc.10,250$1.01M0.6%-5.1%0.000%
2/12/2026Sfam LLC750$74K0.1%N/A0.000%
2/12/2026Azimuth Capital Investment Management LLC37,682$3.75M0.1%-8.5%0.001%
2/12/2026Gardner Russo & Quinn LLC5,617,162$554.86M6.0%-2.8%0.218%
2/12/2026Vaughan David Investments LLC IL2,098$207K0.0%N/A0.000%
2/11/2026Beddow Capital Management Inc.73,394$7.25M2.7%-0.5%0.003%
2/11/2026Schulhoff & Co. Inc.5,152$512K0.2%-1.9%0.000%
2/11/2026Ramirez Asset Management Inc.58,011$5.77M0.8%+1.5%0.002%
2/11/2026Weik Capital Management50,884$5.03M1.9%-0.6%0.002%
2/10/2026Spinnaker Trust62,113$6.17M0.3%-1.0%0.002%
2/10/2026Lummis Asset Management LP1,781$177K0.1%+6.9%0.000%
2/9/2026Hantz Financial Services Inc.93,581$9.24M0.1%-9.8%0.004%
2/9/2026Accent Capital Management LLC2,465$243K0.1%+5.1%0.000%
2/6/2026Associated Banc Corp2,596$258K0.0%-64.1%0.000%
2/6/2026PNC Financial Services Group Inc.2,335$231K0.0%-46.5%0.000%
2/4/2026Madison Asset Management LLC3,640$360K0.0%-9.7%0.000%
2/4/2026Cascades Capital Asset Management LLC1,019$101K0.0%N/A0.000%
2/4/2026HighPoint Advisor Group LLC9,715$960K0.0%-13.2%0.000%
2/4/2026Raelipskie Partnership18,034$1.78M0.7%-1.2%0.001%
2/3/2026Horrell Capital Management Inc.24,330$2.42M1.1%-3.4%0.001%
2/3/2026Hemenway Trust Co LLC4,976$492K0.0%-71.6%0.000%
2/2/2026Pinnacle Wealth Management Advisory Group LLC23,948$2.37M0.2%-13.0%0.001%
2/2/2026Altrius Capital Management Inc88,600$8.75M1.9%-0.5%0.003%
2/2/2026Sawyer & Company Inc650$64K0.0%-50.0%0.000%
2/2/2026Pettee Investors Inc.20,759$2.06M1.2%-0.8%0.001%
2/2/2026Academy Capital Management34,035$3.36M0.4%-2.3%0.001%
1/30/2026Verity Asset Management Inc.8,605$850K0.4%+28.0%0.000%
1/30/2026Kohmann Bosshard Financial Services LLC472$47K0.0%N/A0.000%
1/29/2026FARMERS & MERCHANTS TRUST Co OF LONG BEACH3,769$375K0.1%-58.0%0.000%
1/29/2026S.A. Mason LLC5,740$567K0.2%-3.8%0.000%
1/29/2026Saybrook Capital NC76,997$7.61M1.9%+1.1%0.003%
1/29/2026NBC Securities Inc.655$65K0.0%-15.0%0.000%
1/28/2026OLD National Bancorp IN2,282$227K0.0%N/A0.000%
1/28/2026Kingswood Wealth Advisors LLC5,669$560K0.0%+106.1%0.000%
1/27/2026Benedict Financial Advisors Inc.23,682$2.34M0.5%+1.4%0.001%
1/23/2026Ramsay Stattman Vela & Price Inc.60,828$6.01M1.1%-4.1%0.002%
1/22/2026Douglas Lane & Associates LLC957,576$95.17M1.3%+3.6%0.037%
1/21/2026Yousif Capital Management LLC29,626$2.77M0.0%-15.6%0.001%
1/21/2026Forbes J M & Co. LLP6,219$614K0.0%-6.4%0.000%
1/15/2026Delta Capital Management LLC18,265$1.82M0.7%-14.1%0.001%
1/15/2026Boston Common Asset Management LLC46,239$4.60M0.2%-0.3%0.002%
1/14/2026Sky Investment Group LLC62,756$6.20M1.0%-4.6%0.002%
1/14/2026Generali Investments CEE investicni spolecnost a.s.37,160$3.67M0.3%+57.1%0.001%
1/12/2026Cullen Investment Group LTD.5,420$510K0.1%-19.2%0.000%
1/9/2026Diversified Trust Co.15,270$1.52M0.0%+15.4%0.001%
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1/6/2026Neville Rodie & Shaw Inc.33,526$3.33M0.2%-1.1%0.001%
1/5/2026GAMMA Investing LLC8,728$862K0.0%+38.4%0.000%
12/12/2025Academy Capital Management34,835$3.20M0.5%-63.5%0.001%
11/17/2025Verity Asset Management Inc.6,725$617K0.2%+41.7%0.000%
11/17/2025Resources Management Corp CT ADV65,042$5.97M0.5%+2,727.9%0.003%
11/17/2025Azimuth Capital Investment Management LLC41,184$3.78M0.1%-12.2%0.002%
11/17/2025Beck Mack & Oliver LLC17,970$1.65M0.0%-1.7%0.001%
11/17/2025Aristotle Capital Management LLC4,638$426K0.0%-2.4%0.000%
11/14/2025Ancora Advisors LLC53,284$4.89M0.1%-20.0%0.002%
11/13/2025Douglass Winthrop Advisors LLC978,777$89.82M1.6%+0.3%0.038%


NSRGY Institutional Ownership - Frequently Asked Questions

During the previous two years, 127 institutional investors and hedge funds held shares of Nestle. The most heavily invested institutionals were Gardner Russo & Quinn LLC ($554.86M), Douglass Winthrop Advisors LLC ($94.28M), Douglas Lane & Associates LLC ($91.79M), First Manhattan CO. LLC. ($71.89M), Hantz Financial Services Inc. ($9.24M), Altrius Capital Management Inc ($8.75M), and Saybrook Capital NC ($7.61M).Learn more on Nestle's institutional investors.

0.61% of Nestle's stock is owned by institutional investors. Learn more on NSRGY's institutional investor holdings.

Of the 80 institutional investors that purchased Nestle's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($424.53K), Douglas Lane & Associates LLC ($184.98K), Resources Management Corp CT ADV ($62.74K), Ramirez Asset Management Inc. ($58.34K), Douglass Winthrop Advisors LLC ($51.69K), Boston Common Asset Management LLC ($46.37K), and Mengis Capital Management Inc. ($41.23K).

Institutional investors have bought a total of 360,908 shares in the last 24 months. This purchase volume represents approximately $34.58M in transactions.

Of the 58 institutional investors that sold Nestle's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gardner Russo & Quinn LLC ($161.50K), Resources Management Corp CT ADV ($62.74K), Academy Capital Management ($61.52K), Hemenway Trust Co LLC ($32.40K), Douglass Winthrop Advisors LLC ($24.31K), Somerville Kurt F ($24.19K), and First Manhattan CO. LLC. ($22.51K).

Institutional investors have sold a total of 566,783 shares in the last 24 months. This volume of shares sold represents approximately $54.57M in transactions.


Related Companies

Institutional ownership data for OTCMKTS:NSRGY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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