Northern Dynasty MineralsNAK
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 193 institutions reported holding Northern Dynasty Minerals (NAK) in their 13F filings, up 25 from Q4 2025. 47 opened new positions and 24 sold out. The largest holders were Kopernik Global Investors, LLC ($45.7M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($33.8M) and Two Sigma Investments, LP ($13.7M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Northern Dynasty Minerals
- CUSIP
- 66510M204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $14.6M |
| Exits | 24 | $4.0M |
All 13F filers, Q4 2025 → Q1 2026: 35,154,730 shares bought and 22,394,478 shares sold, net +12,760,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| Kopernik Global Investors, LLC | 3.19% | Add +50.8% | 32,655,846 | $45.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +41.6% | 24,303,203 | $33.8M |
| Two Sigma Investments, LP | 0.01% | Add +54.9% | 9,780,809 | $13.7M |
| Jane Street Group, LLC | 0.01% | Reduce -31.1% | 5,480,999 | $7.7M |
| Millennium Management | 0.01% | Reduce -59.4% | 5,426,743 | $7.6M |
| Renaissance Technologies | 0.01% | New | 4,460,149 | $6.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.1% | 3,271,787 | $4.6M |
| GAM Holding AG | 0.35% | Reduce -21.1% | 2,860,000 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +23.5% | 2,593,632 | $3.6M |
| Stenham Asset Management Ltd | 1.39% | New | 2,046,000 | $2.9M |
| Citadel Advisors | 0.00% | Reduce -33.6% | 1,942,188 | $2.7M |
| Sei Investments Co. | 0.00% | Reduce -15.1% | 1,558,138 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.8% | 1,503,288 | $2.1M |
| UBS Group AG | 0.00% | Add +66.0% | 1,493,854 | $2.1M |
| Mackenzie Financial Corp. | 0.00% | Add +1.7% | 1,237,071 | $1.7M |
| Swiss National Bank | 0.00% | New | 1,100,500 | $1.5M |
| Bornite Capital Management LP | 0.24% | Reduce -81.4% | 1,000,000 | $1.4M |
| Bank of Montreal | 0.00% | Add +550.0% | 897,527 | $1.3M |
| TD Asset Management Inc | 0.00% | Add +11.4% | 832,730 | $1.2M |
| IMC-Chicago, LLC | 0.02% | Add +46.8% | 712,381 | $997K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 551,402 | $772K |
| Legal & General Group Plc | 0.00% | New | 471,755 | $656K |
| Ionic Capital Management LLC | 0.65% | Add +48.5% | 459,000 | $643K |
| State Street Corp. | 0.00% | Add +175.7% | 422,700 | $592K |
| Group One Trading LLC | 0.02% | Reduce -38.9% | 421,859 | $591K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.7% | 421,300 | $590K |
| Nuveen, LLC | 0.00% | New | 403,052 | $560K |
| Geode Capital Management, LLC | 0.00% | New | 373,429 | $521K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 362,167 | $505K |
| Simplex Trading, LLC | 0.01% | New | 218,160 | $305K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.4% | 216,953 | $304K |
| HRT Financial LP | 0.00% | New | 204,672 | $286K |
| RFG Advisory, LLC | 0.01% | No change | 202,490 | $283K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 189,750 | $266K |
| Aletheian Wealth Advisors LLC | 0.11% | — | 168,200 | $235K |
| LCM Capital Management Inc | 0.11% | Reduce -35.1% | 158,600 | $222K |
| Bank of America Corp. | 0.00% | Reduce -34.9% | 158,251 | $222K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 156,724 | $218K |
| LPL Financial LLC | 0.00% | Add +8.8% | 152,938 | $214K |
| XTX Topco Ltd | 0.00% | Add +372.7% | 149,619 | $209K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 148,907 | $208K |
| Wells Fargo & Company | 0.00% | Add +49.1% | 145,316 | $203K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +78.3% | 140,550 | $193K |
| Quadrature Capital Ltd | 0.00% | Reduce -77.8% | 133,558 | $187K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 132,133 | $185K |
| Public Employees Retirement System of Ohio | 0.00% | New | 115,700 | $161K |
| BlackRock, Inc. | 0.00% | Add +9.9% | 110,956 | $155K |
| Brady Family Wealth, LLC | 0.05% | No change | 110,000 | $154K |
| Toronto Dominion Bank | 0.00% | Add +339.5% | 109,876 | $153K |
| Pictet Asset Management Holding SA | 0.00% | New | 109,049 | $152K |
| Cadinha & Co. LLC | 0.03% | New | 100,000 | $140K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 98,788 | $138K |
| Cetera Investment Advisers | 0.00% | Reduce -5.7% | 93,930 | $132K |
| Composition Wealth, LLC | 0.00% | No change | 85,955 | $120K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.4% | 82,224 | $115K |
| Cerity Partners LLC | 0.00% | Reduce -0.1% | 79,426 | $111K |
| Engineers Gate Manager LP | 0.00% | New | 75,999 | $106K |
| CIBC Asset Management Inc | 0.00% | New | 73,748 | $103K |
| Raymond James Financial Inc. | 0.00% | Reduce -29.1% | 72,758 | $102K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +105.5% | 71,130 | $100K |
| American Century Companies Inc. | 0.00% | Add +29.8% | 70,953 | $99K |
| Shay Capital LLC | 0.01% | New | 70,000 | $98K |
| Sprott Inc. | 0.00% | New | 65,488 | $92K |
| Cary Street Partners Financial LLC | 0.00% | Add +48.8% | 61,000 | $85K |
| Tudor Investment Corporation | 0.00% | Reduce -26.4% | 58,900 | $82K |
| Western Reserve Capital Management, LLC | 0.06% | Reduce -43.9% | 56,106 | $79K |
| Captrust Financial Advisors | 0.00% | Add +6.1% | 55,599 | $78K |
| Marshall Wace, LLP | 0.00% | Reduce -17.9% | 54,000 | $76K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -79.5% | 55,700 | $75K |
| Allegheny Financial Group | 0.01% | No change | 52,100 | $73K |
| CANADA LIFE ASSURANCE Co | 0.00% | New | 51,104 | $70K |
| Game Plan Financial Advisors, LLC | 0.03% | No change | 45,000 | $63K |
| Royal Bank of Canada | 0.00% | Reduce -36.0% | 43,048 | $60K |
| Pittenger & Anderson Inc. | 0.00% | No change | 40,750 | $57K |
| Versant Capital Management, Inc | 0.01% | No change | 40,606 | $57K |
| Pekin Hardy Strauss, Inc. | 0.01% | Reduce -46.7% | 40,000 | $56K |
| Barclays PLC | 0.00% | New | 40,000 | $56K |
| Sig Brokerage, LP | 0.01% | Reduce -7.6% | 36,957 | $52K |
| Allium Financial Advisors, LLC | 0.04% | No change | 35,000 | $49K |
| Scratch Capital LLC | 0.03% | No change | 32,434 | $45K |
| Kestra Advisory Services, LLC | 0.00% | Add +24.5% | 31,484 | $44K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.1% | 30,632 | $43K |
| Baird Financial Group, Inc. | 0.00% | No change | 30,600 | $43K |
| State of Wisconsin Investment Board | 0.00% | New | 30,464 | $42K |
| 626 Financial, LLC | 0.02% | No change | 30,200 | $42K |
| &partners | 0.00% | No change | 30,000 | $42K |
| Creative Planning | 0.00% | Reduce -11.4% | 29,265 | $41K |
| Swiss Life Asset Management Ltd | 0.00% | New | 28,676 | $40K |
| Strathmore Capital Advisors, Inc. | 0.01% | New | 20,000 | $39K |
| NewEdge Advisors, LLC | 0.00% | Add +18.0% | 28,120 | $39K |
| PFG Investments, LLC | 0.00% | Add +114.7% | 28,081 | $39K |
| Sage Investment Advisers LLC | 0.03% | No change | 26,000 | $38K |
| Plancorp, LLC | 0.00% | New | 21,481 | $38K |
| SevenBridge Financial Group, LLC | 0.01% | Add +68.2% | 18,500 | $38K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.5% | 24,901 | $37K |
| Linscomb Wealth, Inc. | 0.00% | New | 26,500 | $37K |
| Allworth Financial LP | 0.00% | Add +31.3% | 25,468 | $36K |
| FNY Investment Advisers, LLC | 0.02% | Reduce -23.1% | 25,000 | $35K |
| Silverlake Wealth Management LLC | 0.01% | No change | 25,000 | $35K |
| Equitable Trust Co. | 0.00% | No change | 25,000 | $35K |
"% of holder's portfolio" is NAK's weight in each manager's 13F, not the share of Northern Dynasty Minerals the manager owns.