National Bank Hold Class ANBHC

13F holders, Q1 2025 (March 31)
179holders +12
25new positions
13sold out
6famous investors
$38.27avg. 13F price*

At the end of Q1 2025, 179 institutions reported holding National Bank Hold Class A (NBHC) in their 13F filings, up 12 from Q4 2024. 25 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($211.6M), Vanguard Group Inc. ($160.5M) and Wellington Management Group LLP ($110.9M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
National Bank Hold Class A
CUSIP
633707104
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 150Q1 2024Q2 2024: 149Q2 2024Q3 2024: 152Q3 2024Q4 2024: 167Q4 2024Q1 2025: 179Q1 2025Q2 2025: 188Q2 2025Q3 2025: 207Q3 2025Q4 2025: 228Q4 2025Q1 2026: 216Q1 2026Q2 2026: 224Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions25$11.9M
Exits13$7.8M

All 13F filers, Q4 2024 → Q1 2025: 2,115,533 shares bought and 2,287,227 shares sold, net −171,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 179 holders

BlackRock, Inc. 0.00% Add +0.6% 5,528,720 $211.6M
Vanguard Group Inc. 0.00% Reduce -0.8% 4,194,902 $160.5M
Wellington Management Group LLP 0.02% Reduce -1.5% 2,899,033 $110.9M
Victory Capital Management Inc. 0.11% Add +2.6% 2,851,786 $109.1M
T. Rowe Price Investment Management, Inc. 0.06% Reduce -1.5% 2,272,879 $87.0M
Dimensional Fund Advisors LP 0.02% Reduce -0.1% 2,088,499 $79.9M
State Street Corp. 0.00% Reduce -9.7% 1,698,902 $65.0M
Westwood Holdings Group Inc. 0.42% Add +30.1% 1,450,227 $55.5M
Segall Bryant & Hamill, LLC 0.52% Reduce -2.0% 891,437 $34.1M
Geode Capital Management, LLC 0.00% Add +3.3% 885,196 $33.9M
Renaissance Technologies 0.05% Add +6.0% 851,300 $32.6M
Aristotle Capital Boston, LLC 1.56% Reduce -18.4% 814,319 $31.2M
Principal Financial Group Inc. 0.02% Reduce -2.9% 729,747 $27.9M
Boston Partners 0.03% Add +40.6% 567,150 $21.7M
Nuveen, LLC 0.01% — 551,955 $21.1M
First Trust Advisors LP 0.02% Add +285.6% 510,563 $19.5M
American Century Companies Inc. 0.01% Reduce -1.8% 478,577 $18.3M
Northern Trust Corp. 0.00% Reduce -0.8% 436,494 $16.7M
Bank of New York Mellon Corp 0.00% Reduce -33.9% 418,074 $16.0M
Leeward Investments, LLC - MA 0.79% Add +12.0% 390,439 $14.9M
Charles Schwab Investment Management Inc. 0.00% Add +2.5% 366,070 $14.0M
Kennedy Capital Management LLC 0.32% Reduce -3.9% 352,767 $13.5M
Morgan Stanley 0.00% Reduce -17.1% 309,921 $11.9M
Qube Research & Technologies Ltd 0.02% Add +43.5% 288,482 $11.0M
Sei Investments Co. 0.01% Add +7.3% 282,893 $10.8M
Maltese Capital Management LLC 1.58% Add +26.8% 250,000 $9.6M
Goldman Sachs Group Inc. 0.00% Reduce -28.7% 221,911 $8.5M
Invesco Ltd. 0.00% Reduce -7.1% 214,914 $8.2M
JPMorgan Chase & Co. 0.00% Reduce -36.0% 212,028 $8.1M
Russell Investments Group, Ltd. 0.01% Reduce -38.4% 202,706 $7.8M
Millennium Management 0.01% Add +2057.9% 199,453 $7.6M
Bridgeway Capital Management, LLC 0.16% Add +1.6% 161,730 $6.2M
Ameriprise Financial Inc. 0.00% Reduce -6.0% 157,037 $6.0M
Bank of America Corp. 0.00% Add +53.0% 152,907 $5.9M
Peregrine Capital Management LLC 0.19% Add +9.3% 146,101 $5.6M
Empowered Funds, LLC 0.07% Add +2.0% 131,730 $5.0M
Public Sector Pension Investment Board 0.02% Add +27.4% 120,643 $4.6M
Rhumbline Advisers 0.00% Reduce -4.0% 114,208 $4.4M
Focus Partners Advisor Solutions, LLC 0.06% Add +0.3% 107,104 $4.1M
Squire Investment Management Company, LLC 1.71% Add +0.2% 106,976 $4.1M
Legal & General Group Plc 0.00% Reduce -3.1% 100,760 $3.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +11.4% 94,367 $3.6M
Jane Street Group, LLC 0.01% Add +283.8% 86,538 $3.3M
Two Sigma Investments, LP 0.01% New 80,474 $3.1M
Swiss National Bank 0.00% Reduce -1.1% 73,700 $2.8M
UBS Group AG 0.00% Reduce -45.0% 71,669 $2.7M
Barclays PLC 0.00% Reduce -24.2% 69,761 $2.7M
Citigroup Inc. 0.00% Reduce -8.0% 69,502 $2.7M
Tudor Investment Corporation 0.02% Reduce -12.4% 61,369 $2.3M
Susquehanna International Group, LLP 0.00% Add +175.7% 58,727 $2.2M
Citadel Advisors 0.00% Add +161.2% 51,833 $2.0M
Jackson Hole Capital Partners, LLC 0.37% Reduce -3.9% 48,736 $1.9M
Deprince Race & Zollo Inc. 0.04% Reduce -93.7% 47,290 $1.8M
Public Employees Retirement System of Ohio 0.01% Reduce -23.1% 46,162 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +3.5% 46,068 $1.8M
AlphaQuest LLC 0.18% Add +29422.8% 42,808 $1.6M
Alliancebernstein L.P. 0.00% No change 41,750 $1.6M
Prudential Financial Inc. 0.00% Reduce -3.8% 37,189 $1.4M
Intech Investment Management LLC 0.01% Add +26.4% 36,140 $1.4M
California State Teachers Retirement System 0.00% No change 35,373 $1.4M
Two Sigma Advisers, LP 0.00% New 34,300 $1.3M
Rosenthal | Henry Capital Advisors, Inc. 1.30% Add +48.3% 33,775 $1.3M
CANADA LIFE ASSURANCE Co 0.00% Reduce -10.9% 31,519 $1.2M
Moody National Bank Trust Division 0.12% Add +5.2% 29,852 $1.1M
Rafferty Asset Management, LLC 0.00% Reduce -26.8% 29,452 $1.1M
Deutsche Bank AG 0.00% Reduce -6.9% 27,985 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -4.9% 27,951 $1.1M
AQR Capital Management 0.00% Add +97.2% 26,300 $1.0M
Royal Bank of Canada 0.00% Add +34.3% 23,683 $906K
Aster Capital Management (DIFC) Ltd 0.16% New 20,667 $865K
Wells Fargo & Company 0.00% Add +2.2% 22,610 $865K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.1% 22,066 $844K
MetLife Investment Management, LLC 0.00% Reduce -1.3% 21,987 $841K
State of Alaska, Department of Revenue 0.01% Reduce -2.0% 21,086 $806K
Illinois Municipal Retirement Fund 0.01% Add +1.3% 20,856 $798K
D. E. Shaw & Co. 0.00% New 20,380 $780K
Keeley-Teton Advisors, LLC 0.09% Reduce -1.2% 20,065 $768K
2UniFi Bank 0.49% No change 18,075 $757K
ExodusPoint Capital Management, LP 0.01% New 19,364 $741K
Corebridge Financial, Inc. 0.00% Reduce -1.9% 19,307 $739K
Vest Financial, LLC 0.01% New 18,988 $727K
HSBC Holdings PLC 0.00% Reduce -0.1% 18,910 $725K
Manufacturers Life Insurance Company, The 0.00% Add +2.8% 18,322 $701K
Louisiana State Employees Retirement System 0.01% Reduce -2.7% 17,900 $685K
Keybank National Association 0.00% Add +6.2% 17,238 $660K
Balyasny Asset Management L.P. 0.00% Add +33.0% 17,103 $655K
Janus Henderson Group PLC 0.00% Reduce -46.3% 15,175 $588K
Amundi 0.00% Reduce -19.8% 15,453 $547K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +22.9% 14,274 $546K
Yousif Capital Management, LLC 0.01% Reduce -1.4% 14,165 $542K
Jacobs Levy Equity Management, Inc. 0.00% New 14,011 $536K
Harbor Capital Advisors, Inc. 0.02% New 13,746 $526K
New York State Common Retirement Fund 0.00% No change 12,911 $494K
Comerica Bank 0.00% Reduce -1.6% 12,807 $490K
Natixis Advisors, LLC 0.00% Add +0.2% 12,741 $488K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 11,647 $446K
Maryland State Retirement & Pension System 0.01% Reduce -13.3% 11,102 $425K
Arizona State Retirement System 0.00% Reduce -0.9% 10,904 $417K
Amalgamated Bank 0.00% Reduce -3.4% 10,811 $414K
State Board of Administration of Florida Retirement System 0.00% No change 10,519 $403K

"% of holder's portfolio" is NBHC's weight in each manager's 13F, not the share of National Bank Hold Class A the manager owns.

Show all 179 holders