National CinemediaNCMI
13F holders, Q2 2026 (June 30)107holders +4
14new positions
12sold out
3famous investors
$3.80avg. 13F price*
At the end of Q2 2026, 107 institutions reported holding National Cinemedia Inc. (NCMI) in their 13F filings, up 4 from Q1 2026. 14 opened new positions and 12 sold out. The largest holders were Blantyre Capital Ltd ($103.1M), Hotchkis & Wiley Capital Management LLC ($35.9M) and Orbis Allan Gray Ltd ($35.4M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- National Cinemedia Inc.
- CUSIP
- 635309206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $944K |
| Exits | 12 | $7.1M |
All 13F filers, Q1 2026 → Q2 2026: 4,229,421 shares bought and 3,181,193 shares sold, net +1,048,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Blantyre Capital Ltd | 100.00% | No change | 27,144,639 | $103.1M |
| Hotchkis & Wiley Capital Management LLC | 0.10% | Add +19.7% | 9,451,093 | $35.9M |
| Orbis Allan Gray Ltd | 0.12% | Add +1.9% | 9,313,977 | $35.4M |
| BlackRock, Inc. | 0.00% | Add +7.9% | 5,771,528 | $21.9M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.2% | 3,221,372 | $12.2M |
| Wellington Management Group LLP | 0.00% | Add +16.0% | 3,220,165 | $12.2M |
| Geode Capital Management, LLC | 0.00% | Add +4.7% | 2,118,373 | $8.1M |
| Barclays PLC | 0.00% | Reduce -7.1% | 2,010,024 | $7.6M |
| Luxor Capital Group, LP | 0.82% | Add +7.7% | 1,960,660 | $7.5M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -5.9% | 1,880,647 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 1,805,343 | $6.9M |
| Glendon Capital Management LP | 0.83% | No change | 1,678,903 | $6.4M |
| State Street Corp. | 0.00% | Reduce -1.7% | 1,588,634 | $6.0M |
| Whitebox Advisors LLC | 0.27% | Add +8.1% | 1,342,084 | $5.1M |
| EVR Research LP | 2.18% | Add +2.6% | 1,160,000 | $4.4M |
| Bank of New York Mellon Corp | 0.00% | Add +3.7% | 698,209 | $2.7M |
| Vanguard Portfolio Management LLC | 0.00% | Add +4.9% | 663,842 | $2.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.5% | 648,996 | $2.5M |
| Northern Trust Corp. | 0.00% | Add +2.5% | 599,154 | $2.3M |
| Contrarian Capital Management, L.L.C. | 0.74% | No change | 596,231 | $2.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.0% | 589,074 | $2.2M |
| Axxion S.A. | 0.14% | — | 492,633 | $1.9M |
| Voya Investment Management LLC | 0.00% | Reduce -10.8% | 485,860 | $1.8M |
| Marshall Wace, LLP | 0.00% | Add +0.7% | 480,033 | $1.8M |
| Morgan Stanley | 0.00% | Add +202.9% | 458,430 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.8% | 452,473 | $1.7M |
| UBS Group AG | 0.00% | Add +2.9% | 368,344 | $1.4M |
| First Eagle Investment Management, LLC | 0.00% | Reduce -21.1% | 343,714 | $1.3M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +31.5% | 318,715 | $1.2M |
| Pacific Ridge Capital Partners, LLC | 0.20% | Add +80.5% | 284,148 | $1.1M |
| Citadel Advisors | 0.00% | Add +123.6% | 278,577 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.1% | 235,965 | $897K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 211,100 | $802K |
| Tudor Investment Corporation | 0.00% | New | 146,572 | $557K |
| American Century Companies Inc. | 0.00% | Reduce -16.3% | 121,108 | $460K |
| AQR Capital Management | 0.00% | Add +95.3% | 110,532 | $420K |
| Nuveen, LLC | 0.00% | No change | 103,178 | $392K |
| Sei Investments Co. | 0.00% | Reduce -46.4% | 97,844 | $372K |
| South Dakota Investment Council | 0.01% | No change | 97,161 | $369K |
| Invesco Ltd. | 0.00% | Reduce -33.6% | 96,099 | $365K |
| XTX Topco Ltd | 0.00% | Add +465.0% | 92,126 | $350K |
| Rhumbline Advisers | 0.00% | Reduce -0.1% | 83,869 | $319K |
| Bank of America Corp. | 0.00% | Reduce -11.8% | 66,172 | $251K |
| Deutsche Bank AG | 0.00% | Add +55.9% | 65,103 | $247K |
| Hill Investment Group Partners, LLC | 0.02% | No change | 58,575 | $223K |
| Wells Fargo & Company | 0.00% | Add +123.0% | 55,883 | $212K |
| EntryPoint Capital, LLC | 0.05% | Reduce -8.7% | 55,622 | $211K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 52,321 | $199K |
| Creative Planning | 0.00% | Reduce -21.1% | 39,143 | $149K |
| Russell Investments Group, Ltd. | 0.00% | Add +345.2% | 38,344 | $146K |
| MetLife Investment Management, LLC | 0.00% | Add +28.5% | 37,930 | $144K |
| State of Wisconsin Investment Board | 0.00% | Reduce -15.0% | 37,695 | $143K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 36,083 | $137K |
| Pinnacle Associates Ltd. | 0.00% | Add +5.0% | 34,207 | $130K |
| Vident Advisory, LLC | 0.00% | No change | 33,030 | $126K |
| ExodusPoint Capital Management, LP | 0.00% | New | 31,119 | $118K |
| Citigroup Inc. | 0.00% | Add +467.7% | 30,750 | $117K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.8% | 30,726 | $117K |
| Alliancebernstein L.P. | 0.00% | Add +42.9% | 29,960 | $91K |
| FMR LLC | 0.00% | Add +16.2% | 20,101 | $76K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 18,239 | $69K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.3% | 17,950 | $68K |
| Oxford Asset Management LLP | 0.03% | New | 16,834 | $64K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 15,769 | $60K |
| Intech Investment Management LLC | 0.00% | Reduce -14.6% | 14,894 | $57K |
| Two Sigma Securities, LLC | 0.00% | Reduce -40.2% | 12,964 | $49K |
| Abel Hall, LLC | 0.01% | New | 12,308 | $47K |
| JMN Financial LLC | 0.04% | New | 12,078 | $46K |
| BNP Paribas Financial Markets | 0.00% | Reduce -33.9% | 9,529 | $36K |
| New York State Common Retirement Fund | 0.00% | No change | 8,900 | $34K |
| Jones Financial Companies LLLP | 0.00% | New | 8,034 | $30K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,944 | $26K |
| Legal & General Group Plc | 0.00% | Reduce -57.8% | 6,042 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -49.9% | 5,526 | $21K |
| Royal Bank of Canada | 0.00% | New | 4,898 | $18K |
| Nisa Investment Advisors, LLC | 0.00% | Add +94.3% | 4,413 | $17K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,061 | $11K |
| Signaturefd, LLC | 0.00% | Reduce -23.3% | 1,438 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -38.7% | 1,345 | $5K |
| GAMMA Investing LLC | 0.00% | Reduce -27.9% | 986 | $4K |
| California State Teachers Retirement System | 0.00% | Reduce -74.4% | 919 | $3K |
| Osaic Holdings, Inc. | 0.00% | No change | 850 | $3K |
| Optiver Holding B.V. | 0.00% | Reduce -38.8% | 744 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 611 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.2% | 568 | $2K |
| Arax Advisory Partners | 0.00% | New | 549 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 546 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -1.8% | 393 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.0% | 392 | $1K |
| Allworth Financial LP | 0.00% | Add +40.7% | 287 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 241 | $1K |
| Essential Partners LLC | 0.00% | Reduce -83.3% | 198 | $752 |
| Parkside Financial Bank & Trust | 0.00% | New | 190 | $722 |
| True Wealth Design, LLC | 0.00% | Add +166.2% | 173 | $658 |
| US Bancorp \de | 0.00% | New | 115 | $437 |
| Rothschild Investment LLC | 0.00% | New | 78 | $296 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +433.3% | 64 | $243 |
| SJS Investment Consulting Inc. | 0.00% | Add +2800.0% | 58 | $221 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 30 | $114 |
| Gill Capital Partners, LLC | 0.00% | No change | 29 | $111 |
"% of holder's portfolio" is NCMI's weight in each manager's 13F, not the share of National Cinemedia Inc. the manager owns.