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Nestle (NSRGY) Institutional Ownership

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$99.54 -0.11 (-0.11%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Nestle (OTCMKTS:NSRGY)

Current
Institutional Ownership
Percentage
0.61%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$36.22M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$54.78M
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NSRGY Institutional Buying and Selling by Quarter

Nestle Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2026 Elefante Mark B8,030$825K0.4%N/A0.000%
8/12/2026 Pinnacle West Asset Management Inc.2,920$300K0.2%N/A0.000%
8/11/2026 Notis McConarty Edward4,300$442K0.2%N/A0.000%
8/11/2026 Somerville Kurt F20,171$2.07M0.5%N/A0.001%
7/10/2026 Magnolia Capital Management Ltd.6,000$616K0.4%-7.7%0.000%
7/7/2026 GAMMA Investing LLC11,797$1.21M0.0%+16.2%0.000%
7/6/2026 Neville Rodie & Shaw Inc.32,876$3.39M0.2%-0.5%0.001%
5/19/2026 Opal Capital LLC34,284$3.40M0.6%N/A0.001%
5/8/2026 PNC Financial Services Group Inc.2,491$247K0.0%+6.7%0.000%
5/7/2026 Boston Common Asset Management LLC45,958$4.55M0.3%-0.6%0.002%
5/7/2026 Broderick Brian C17,185$1.70M0.3%+8.0%0.001%
5/1/2026 Ferguson Wellman Capital Management Inc.6,676$662K0.0%N/A0.000%
4/30/2026 Ramsay Stattman Vela & Price Inc.60,046$5.95M1.2%-1.3%0.002%
4/30/2026 Horrell Capital Management Inc.22,337$2.18M1.0%-8.2%0.001%
4/23/2026 Spinnaker Trust61,810$6.03M0.3%-0.5%0.002%
4/23/2026 NORTHSTAR ASSET MANAGEMENT Co25,640$2.54M0.6%-1.6%0.001%
4/22/2026 Sterling Capital Management LLC349$34K0.0%+73.6%0.000%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC23,683$2.35M0.2%-1.1%0.001%
4/17/2026 FARMERS & MERCHANTS TRUST Co OF LONG BEACH3,649$356K0.1%-3.2%0.000%
4/16/2026 Forbes J M & Co. LLP5,706$565K0.0%-8.2%0.000%
4/16/2026 Sky Investment Group LLC60,837$6.03M1.0%-3.1%0.002%
4/16/2026 Diversified Trust Co20,221$1.97M0.0%+32.4%0.001%
3/5/2026 Mengis Capital Management Inc.46,175$4.56M0.8%+11.4%0.002%
2/18/2026 Somerville 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%
2/17/2026 Carret Asset Management LLC17,119$1.70M0.2%-4.0%0.001%
2/17/2026Delaney Dennis R7,435$734K0.4%-45.2%0.000%
2/17/2026 Notis McConarty Edward5,700$563K0.3%-26.5%0.000%
2/16/2026Resources Management Corp CT ADV2,300$227K0.0%-96.5%0.000%
2/13/2026 Boston Family Office LLC51,413$5.08M0.3%-1.6%0.002%
2/12/2026 Douglass 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%
2/12/2026 Sfam LLC750$74K0.1%N/A0.000%
2/12/2026 Azimuth Capital Investment Management LLC37,682$3.75M0.1%-8.5%0.001%
2/12/2026 Gardner Russo & Quinn LLC5,617,162$554.86M6.0%-2.8%0.218%
2/12/2026 Vaughan David Investments LLC IL2,098$207K0.0%N/A0.000%
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2/11/2026Beddow Capital Management Inc.73,394$7.25M2.7%-0.5%0.003%
2/11/2026 Schulhoff & Co. Inc.5,152$512K0.2%-1.9%0.000%
2/11/2026 Ramirez Asset Management Inc.58,011$5.77M0.8%+1.5%0.002%
2/11/2026 Weik Capital Management50,884$5.03M1.9%-0.6%0.002%
2/10/2026 Spinnaker Trust62,113$6.17M0.3%-1.0%0.002%
2/10/2026 Lummis Asset Management LP1,781$177K0.1%+6.9%0.000%
2/9/2026 Hantz Financial Services Inc.93,581$9.24M0.1%-9.8%0.004%
2/9/2026 Accent Capital Management LLC2,465$243K0.1%+5.1%0.000%
2/6/2026 Associated Banc Corp2,596$258K0.0%-64.1%0.000%
2/6/2026 PNC Financial Services Group Inc.2,335$231K0.0%-46.5%0.000%
2/4/2026 Madison Asset Management LLC3,640$360K0.0%-9.7%0.000%
2/4/2026Cascades Capital Asset Management LLC1,019$101K0.0%N/A0.000%
2/4/2026 HighPoint Advisor Group LLC9,715$960K0.0%-13.2%0.000%
2/4/2026 Raelipskie Partnership18,034$1.78M0.7%-1.2%0.001%
2/3/2026 Horrell Capital Management Inc.24,330$2.42M1.1%-3.4%0.001%
2/3/2026 Hemenway Trust Co LLC4,976$492K0.0%-71.6%0.000%
2/2/2026 Pinnacle Wealth Management Advisory Group LLC23,948$2.37M0.2%-13.0%0.001%
2/2/2026 Altrius Capital Management Inc88,600$8.75M1.9%-0.5%0.003%
2/2/2026 Sawyer & Company Inc650$64K0.0%-50.0%0.000%
2/2/2026 Pettee Investors Inc.20,759$2.06M1.2%-0.8%0.001%
2/2/2026 Academy Capital Management34,035$3.36M0.4%-2.3%0.001%
1/30/2026 Verity Asset Management Inc.8,605$850K0.4%+28.0%0.000%
1/30/2026 Kohmann Bosshard Financial Services LLC472$47K0.0%N/A0.000%
1/29/2026 FARMERS & MERCHANTS TRUST Co OF LONG BEACH3,769$375K0.1%-58.0%0.000%
1/29/2026 S.A. Mason LLC5,740$567K0.2%-3.8%0.000%
1/29/2026 Saybrook Capital NC76,997$7.61M1.9%+1.1%0.003%
1/29/2026 NBC Securities Inc.655$65K0.0%-15.0%0.000%
1/28/2026 OLD National Bancorp IN2,282$227K0.0%N/A0.000%
1/28/2026 Kingswood Wealth Advisors LLC5,669$560K0.0%+106.1%0.000%
1/27/2026 Benedict Financial Advisors Inc.23,682$2.34M0.5%+1.4%0.001%
1/23/2026 Ramsay Stattman Vela & Price Inc.60,828$6.01M1.1%-4.1%0.002%
1/22/2026 Douglas Lane & Associates LLC957,576$95.17M1.3%+3.6%0.037%
1/21/2026 Yousif Capital Management LLC29,626$2.77M0.0%-15.6%0.001%
1/21/2026 Forbes J M & Co. LLP6,219$614K0.0%-6.4%0.000%
1/15/2026 Delta Capital Management LLC18,265$1.82M0.7%-14.1%0.001%
1/15/2026 Boston Common Asset Management LLC46,239$4.60M0.2%-0.3%0.002%
1/14/2026 Sky Investment Group LLC62,756$6.20M1.0%-4.6%0.002%
1/14/2026 Generali Investments CEE investicni spolecnost a.s.37,160$3.67M0.3%+57.1%0.001%
1/12/2026 Cullen Investment Group LTD.5,420$510K0.1%-19.2%0.000%
1/9/2026 Diversified Trust Co.15,270$1.52M0.0%+15.4%0.001%
1/6/2026 Neville Rodie & Shaw Inc.33,526$3.33M0.2%-1.1%0.001%
1/5/2026 GAMMA Investing LLC8,728$862K0.0%+38.4%0.000%
12/12/2025 Academy Capital Management34,835$3.20M0.5%-63.5%0.001%
11/17/2025 Verity 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%
11/17/2025 Azimuth 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%
11/13/2025 Douglass Winthrop Advisors LLC978,777$89.82M1.6%+0.3%0.038%
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11/13/2025 Ramirez Asset Management Inc.57,151$5.25M0.7%+88.8%0.002%
11/12/2025Beddow Capital Management Inc.73,734$6.77M2.5%+6.6%0.003%
11/12/2025 Mengis Capital Management Inc.41,435$3.80M0.7%-0.6%0.002%
11/12/2025 Weik Capital Management51,169$4.70M1.8%-1.4%0.002%
11/12/2025 Bahl & Gaynor Inc.52,437$4.82M0.0%-4.9%0.002%
11/12/2025 Accent Capital Management LLC2,345$215K0.1%+4.6%0.000%
11/10/2025 Notis McConarty Edward7,750$711K0.3%-53.7%0.000%
11/10/2025Kidder Stephen W7,070$649K0.2%-43.9%0.000%
11/10/2025 Puzo Michael J11,210$1.03M0.3%-52.6%0.000%
11/10/2025 Broderick Brian C16,780$1.54M0.3%-32.8%0.001%


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), Douglas Lane & Associates LLC ($95.17M), Douglass Winthrop Advisors LLC ($94.28M), 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 81 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 ($425.23K), Douglas Lane & Associates LLC ($233.55K), 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 380,617 shares in the last 24 months. This purchase volume represents approximately $36.22M in transactions.

Of the 56 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 568,961 shares in the last 24 months. This volume of shares sold represents approximately $54.78M in transactions.



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 8/13/2026. New 13F filings are added each quarter as they're published.
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