National Bank Hold Class ANBHC

13F holders, Q1 2026 (March 31)
216holders −12
31new positions
42sold out
5famous investors
$39.15avg. 13F price*

At the end of Q1 2026, 216 institutions reported holding National Bank Hold Class A (NBHC) in their 13F filings, down 12 from Q4 2025. 31 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($215.9M), Vanguard Portfolio Management LLC ($101.4M) and William Blair Investment Management, LLC ($96.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions31$131.6M
Exits42$52.7M

All 13F filers, Q4 2025 → Q1 2026: 8,862,076 shares bought and 4,836,644 shares sold, net +4,025,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 216 holders

BlackRock, Inc. 0.00% Add +1.8% 5,512,754 $215.9M
Vanguard Portfolio Management LLC 0.01% — 2,589,592 $101.4M
William Blair Investment Management, LLC 0.32% New 2,474,861 $96.9M
Wellington Management Group LLP 0.02% Add +74.6% 2,243,988 $87.9M
State Street Corp. 0.00% Add +15.3% 2,177,377 $85.3M
Dimensional Fund Advisors LP 0.02% Add +2.0% 2,100,944 $82.3M
Vanguard Capital Management LLC 0.00% — 1,846,848 $72.3M
Charles Schwab Investment Management Inc. 0.01% Add +230.9% 1,544,528 $60.5M
Westwood Holdings Group Inc. 0.41% Reduce -4.6% 1,420,890 $55.6M
T. Rowe Price Investment Management, Inc. 0.03% Add +0.6% 1,175,377 $46.0M
Deprince Race & Zollo Inc. 0.79% Reduce -8.6% 1,062,271 $41.6M
Geode Capital Management, LLC 0.00% Add +12.6% 1,015,064 $39.8M
Segall Bryant & Hamill, LLC 0.50% Reduce -3.4% 885,370 $34.7M
Renaissance Technologies 0.05% Reduce -2.3% 794,100 $31.1M
Kennedy Capital Management LLC 0.57% Add +35.3% 683,881 $26.8M
Nuveen, LLC 0.01% Add +1.7% 639,220 $25.0M
Aristotle Capital Boston, LLC 1.41% Reduce -13.7% 581,191 $22.8M
Endeavour Capital Advisors Inc. 5.11% Add +228.6% 575,676 $22.5M
Two Sigma Investments, LP 0.02% Add +114.8% 572,733 $22.4M
UBS Group AG 0.00% Add +784.9% 572,276 $22.4M
Leeward Investments, LLC - MA 1.00% Reduce -2.7% 519,920 $20.4M
AQR Capital Management 0.01% Add +16.8% 502,138 $19.7M
BNP Paribas Financial Markets 0.01% Add +1875.3% 469,694 $18.4M
Russell Investments Group, Ltd. 0.02% Add +11.5% 451,750 $17.7M
Northern Trust Corp. 0.00% Add +9.1% 427,393 $16.7M
Goldman Sachs Group Inc. 0.00% Reduce -21.4% 396,528 $15.5M
American Century Companies Inc. 0.01% Reduce -16.5% 345,133 $13.5M
Morgan Stanley 0.00% Reduce -13.7% 344,130 $13.5M
Bank of New York Mellon Corp 0.00% Add +3.3% 343,744 $13.5M
Sei Investments Co. 0.01% Add +5.9% 337,005 $13.2M
North Reef Capital Management LP 0.43% New 320,352 $12.5M
Maltese Capital Management LLC 2.38% Reduce -13.9% 303,379 $11.9M
Vanguard Fiduciary Trust Co. 0.00% — 282,701 $11.1M
Bridgeway Capital Management, LLC 0.20% Add +41.3% 256,741 $10.1M
Ameriprise Financial Inc. 0.00% Add +63.3% 234,639 $9.2M
Principal Financial Group Inc. 0.00% Reduce -62.6% 218,670 $8.6M
Empowered Funds, LLC 0.05% New 198,568 $7.8M
Alliancebernstein L.P. 0.00% Add +308.1% 199,750 $7.6M
Public Sector Pension Investment Board 0.02% Add +23.2% 161,156 $6.3M
Thompson Siegel & Walmsley LLC 0.11% Add +19.0% 155,645 $6.1M
Invesco Ltd. 0.00% Add +52.9% 154,066 $6.0M
Bessemer Group Inc. 0.01% Add +42.6% 144,522 $5.7M
JPMorgan Chase & Co. 0.00% Reduce -40.8% 147,477 $5.7M
Bank of America Corp. 0.00% Add +45.8% 135,454 $5.3M
First Trust Advisors LP 0.00% Add +1.4% 132,026 $5.2M
Rhumbline Advisers 0.00% Add +12.6% 126,380 $4.9M
Boston Partners 0.01% Add +9.2% 122,797 $4.8M
Peregrine Capital Management LLC 0.18% Reduce -8.8% 122,466 $4.8M
Jacobs Asset Management, LLC 2.81% Reduce -35.1% 120,000 $4.7M
New York State Common Retirement Fund 0.01% Reduce -2.0% 110,259 $4.3M
Focus Partners Advisor Solutions, LLC 0.04% Add +0.2% 109,060 $4.3M
Squire Investment Management Company, LLC 1.16% No change 106,976 $4.2M
Millennium Management 0.00% Reduce -53.9% 104,580 $4.1M
Legal & General Group Plc 0.00% Add +3.0% 96,411 $3.8M
Citadel Advisors 0.00% Reduce -44.6% 92,325 $3.6M
Citigroup Inc. 0.00% Add +34.8% 89,616 $3.5M
XTX Topco Ltd 0.06% Add +242.2% 81,962 $3.2M
Ieq Capital, LLC 0.01% Add +18.1% 74,775 $2.9M
Swiss National Bank 0.00% No change 74,600 $2.9M
D. E. Shaw & Co. 0.00% Reduce -51.0% 73,047 $2.9M
HSBC Holdings PLC 0.00% Reduce -60.8% 72,837 $2.8M
Numerai GP LLC 0.28% Reduce -33.4% 71,390 $2.8M
Franklin Resources Inc. 0.00% Add +43.7% 71,096 $2.8M
Texas Capital Bank Wealth Management Services Inc 0.16% New 70,475 $2.8M
Public Employees Retirement System of Ohio 0.01% Add +0.1% 63,555 $2.5M
SG Americas Securities, LLC 0.00% Add +15.7% 63,357 $2.5M
T. Rowe Price Associates Inc. 0.00% Add +10.7% 62,948 $2.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -4.7% 57,822 $2.3M
Barclays PLC 0.00% Reduce -38.3% 56,681 $2.2M
FMR LLC 0.00% Add +2407.3% 56,465 $2.2M
California State Teachers Retirement System 0.00% Add +40.8% 49,276 $1.9M
Jacobs Levy Equity Management, Inc. 0.01% Add +11.6% 47,939 $1.9M
Rafferty Asset Management, LLC 0.01% Reduce -0.1% 46,500 $1.8M
Prudential Financial Inc. 0.00% Add +25.8% 45,014 $1.8M
CANADA LIFE ASSURANCE Co 0.00% Add +9.6% 39,835 $1.6M
Marshall Wace, LLP 0.00% New 39,407 $1.5M
Jefferies Financial Group Inc. 0.02% Add +48.4% 37,097 $1.5M
Moody National Bank Trust Division 0.13% No change 35,642 $1.4M
Susquehanna International Group, LLP 0.00% Add +149.3% 34,682 $1.4M
Deutsche Bank AG 0.00% Add +12.9% 32,371 $1.3M
Vanguard Global Advisers, LLC 0.00% — 31,771 $1.2M
Mirae Asset Global Investments Co., Ltd. 0.00% New 31,531 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -29.2% 30,072 $1.2M
Quantinno Capital Management LP 0.00% Add +105.0% 29,189 $1.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 28,486 $1.1M
Howard Financial Services, LTD. 0.12% New 28,191 $1.1M
Cwm, LLC 0.00% Add +21.6% 27,259 $1.1M
Rosenthal | Henry Capital Advisors, Inc. 1.00% No change 26,075 $1.0M
HighTower Advisors, LLC 0.00% New 24,911 $976K
Mariner, LLC 0.00% Add +31.1% 24,351 $953K
State of Alaska, Department of Revenue 0.01% Add +14.3% 23,746 $929K
Islay Capital Management, LLC 0.45% New 22,647 $887K
North Star Investment Management Corp. 0.05% New 22,000 $862K
MetLife Investment Management, LLC 0.00% Reduce -6.2% 20,615 $807K
Louisiana State Employees Retirement System 0.01% Add +15.6% 20,000 $783K
Illinois Municipal Retirement Fund 0.01% Add +1.5% 19,816 $776K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +69.8% 19,637 $769K
Quantbot Technologies LP 0.03% Add +475.8% 19,083 $747K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.2% 18,203 $720K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.2% 17,802 $697K
Horizon Investments, LLC 0.01% Add +13.1% 17,714 $694K
Manufacturers Life Insurance Company, The 0.00% Add +5.0% 17,405 $682K
Jackson Hole Capital Partners, LLC 0.11% Reduce -64.4% 17,200 $674K
Cerity Partners LLC 0.00% Add +23.3% 16,224 $635K
Janus Henderson Group PLC 0.00% No change 15,175 $595K
Mendon Capital Advisors Corp. 0.23% New 15,052 $589K
Wells Fargo & Company 0.00% Reduce -65.3% 14,995 $587K
Schonfeld Strategic Advisors LLC 0.00% Reduce -55.2% 13,756 $539K
2UniFi Bank 0.25% No change 13,175 $516K
Handelsbanken Fonder AB 0.00% Add +75.3% 12,800 $501K
Amalgamated Bank 0.00% Add +15.3% 12,744 $499K
Mercer Global Advisors Inc. 0.00% Add +48.4% 12,737 $499K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -4.4% 12,734 $499K
Squarepoint Ops LLC 0.00% New 12,681 $497K
Verition Fund Management LLC 0.01% Reduce -24.8% 12,330 $483K
Freestone Grove Partners LP 0.00% New 11,993 $470K
EntryPoint Capital, LLC 0.14% No change 11,983 $469K
Yousif Capital Management, LLC 0.01% Add +16.6% 11,938 $467K
Royal Bank of Canada 0.00% Reduce -21.9% 11,249 $441K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +19.0% 11,141 $436K
State Board of Administration of Florida Retirement System 0.00% No change 10,519 $412K
Police & Firemen's Retirement System of New Jersey 0.00% No change 10,490 $411K
Arizona State Retirement System 0.00% Reduce -1.6% 10,387 $407K
Creative Planning 0.00% Reduce -4.7% 10,325 $404K
Oregon Public Employees Retirement Fund 0.01% Add +18.5% 10,265 $402K
True North Advisors, LLC 0.05% Add +0.2% 10,247 $401K
Canada Pension Plan Investment Board 0.00% No change 10,100 $396K
Fifth Third Bancorp 0.00% Add +11193.1% 9,825 $385K
Intech Investment Management LLC 0.00% Reduce -60.5% 9,501 $372K
Fox Run Management, L.L.C. 0.06% New 9,635 $369K
First Citizens Bank & Trust Co. 0.01% Reduce -3.4% 9,428 $369K
Odyssean, LLC 0.13% New 9,334 $366K
Teachers Retirement System of the State of Kentucky 0.00% No change 9,265 $363K
iSAM Funds (UK) Ltd 0.18% Add +2.2% 9,167 $359K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -3.8% 9,034 $354K
Paradigm Capital Management Inc. 0.01% No change 9,000 $352K
Penn Capital Management Company, LLC 0.03% New 8,725 $342K
Vanguard Investments Australia, Ltd. 0.00% — 8,650 $339K
State of Tennessee, Department of Treasury 0.00% Reduce -59.2% 8,626 $338K
KLP Kapitalforvaltning As 0.00% No change 8,100 $317K
EP Wealth Advisors, LLC 0.00% New 7,363 $288K
Entropy Technologies, LP 0.01% Reduce -64.9% 7,356 $288K
Centiva Capital, LP 0.01% New 6,799 $266K
Amundi 0.00% New 6,639 $260K
Voya Investment Management LLC 0.00% Reduce -5.8% 6,612 $259K
Maryland State Retirement & Pension System 0.01% Add +19.3% 6,527 $256K
Victory Capital Management Inc. 0.00% Reduce -99.6% 6,448 $253K
Bank of Montreal 0.00% Add +16.1% 6,336 $248K
STRS Ohio 0.00% Reduce -26.7% 6,300 $247K
Captrust Financial Advisors 0.00% New 6,170 $242K
ProShare Advisors LLC 0.00% Reduce -18.9% 5,975 $234K
GTS Securities LLC 0.01% New 5,739 $225K
Inceptionr LLC 0.05% New 5,699 $223K
Envestnet Asset Management Inc. 0.00% Add +3.4% 5,698 $223K
Pictet Asset Management Holding SA 0.00% New 5,639 $221K
Arrowstreet Capital, Limited Partnership 0.00% New 5,600 $219K
Osaic Holdings, Inc. 0.00% Reduce -6.5% 5,408 $212K
Mutual of America Capital Management LLC 0.00% New 5,156 $202K
Scotia Capital Inc. 0.00% New 5,111 $200K
Tower Research Capital LLC (TRC) 0.00% Add +8.7% 3,555 $139K
Nisa Investment Advisors, LLC 0.00% Add +2.0% 3,349 $131K
Ameritas Investment Partners, Inc. 0.00% No change 3,168 $124K
Public Employees Retirement Association of Colorado 0.00% No change 2,343 $92K
PNC Financial Services Group, Inc. 0.00% Reduce -3.1% 2,002 $78K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -97.3% 1,928 $76K
Quadrant Capital Group LLC 0.00% No change 1,766 $69K
KBC Group NV 0.00% No change 1,576 $62K
Aquatic Capital Management LLC 0.00% Reduce -85.8% 1,290 $51K
Sterling Capital Management LLC 0.00% Reduce -42.5% 1,256 $49K
Meeder Asset Management Inc. 0.00% No change 1,251 $49K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +7.6% 1,228 $48K
GAMMA Investing LLC 0.00% Add +21.3% 1,048 $41K
EverSource Wealth Advisors, LLC 0.00% Add +12.8% 862 $34K
Allworth Financial LP 0.00% Add +43.6% 856 $34K
Salomon & Ludwin, LLC 0.00% Add +66.5% 846 $33K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +531.0% 713 $28K
Cedar Mountain Advisors, LLC 0.00% Add +1644.1% 593 $23K
IFP Advisors, Inc 0.00% Add +0.7% 587 $23K
Essential Partners LLC 0.01% Add +0.3% 566 $22K
Harbor Capital Advisors, Inc. 0.00% Reduce -96.4% 559 $22K
Rothschild Investment LLC 0.00% Add +41.9% 474 $19K
Hantz Financial Services, Inc. 0.00% Add +221.7% 444 $17K
Versant Capital Management, Inc 0.00% Add +21.1% 425 $17K
Advisory Services Network, LLC 0.00% New 410 $16K
TD Waterhouse Canada Inc. 0.00% No change 384 $15K
Parkside Financial Bank & Trust 0.00% No change 317 $12K
Farther Finance Advisors, LLC 0.00% Add +13.6% 284 $11K
Root Financial Partners, LLC 0.00% New 255 $10K
Assetmark, Inc. 0.00% Reduce -85.1% 211 $8K
New York State Teachers Retirement System 0.00% Reduce -97.9% 200 $8K
Smartleaf Asset Management LLC 0.00% Reduce -69.2% 201 $8K
Arax Advisory Partners 0.00% New 182 $7K
Sound Income Strategies, LLC 0.00% Add +1.1% 180 $7K
UMB Bank, n.a. 0.00% Add +10.6% 177 $7K
True Wealth Design, LLC 0.00% Reduce -6.6% 171 $7K
MAI Capital Management 0.00% Add +54.8% 161 $6K
Los Angeles Capital Management LLC 0.00% No change 156 $6K
Jones Financial Companies LLLP 0.00% Add +693.8% 127 $5K
Quarry LP 0.00% Reduce -68.9% 108 $4K
WPG Advisers, LLC 0.00% Reduce -47.8% 35 $1K
Keating Financial Advisory Services, Inc. 0.00% New 35 $1K
Physician Wealth Advisors, Inc. 0.00% Add +85.7% 26 $1K
Optiver Holding B.V. 0.00% Reduce -71.1% 26 $1K
Sunbelt Securities, Inc. 0.00% Reduce -24.2% 25 $979
Rockefeller Capital Management L.P. 0.00% Add +25.0% 25 $979
Farmers & Merchants Investments Inc. 0.00% No change 23 $901
SJS Investment Consulting Inc. 0.00% No change 19 $745
Caitong International Asset Management Co., Ltd 0.00% Add +133.3% 14 $548
Bare Financial Services, Inc 0.00% No change 14 $548
Gilpin Wealth Management, LLC 0.00% Add +450.0% 11 $431
Larson Financial Group LLC 0.00% No change 11 $431
SBI Securities Co., Ltd. 0.00% No change 11 $431
Ankerstar Wealth, LLC 0.00% No change 3 $117
Basecamp Wealth Advisors LLC 0.00% New 3 $117
Huntington National Bank 0.00% No change 1 $39
Covestor Ltd 0.00% Add +12.5% 9 $0

"% 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.