National CinemediaNCMI
13F holders, Q2 2025 (June 30)102holders −9
14new positions
21sold out
3famous investors
$4.84avg. 13F price*
At the end of Q2 2025, 102 institutions reported holding National Cinemedia Inc. (NCMI) in their 13F filings, down 9 from Q1 2025. 14 opened new positions and 21 sold out. The largest holders were Blantyre Capital Ltd ($131.5M), BlackRock, Inc. ($25.7M) and Hotchkis & Wiley Capital Management LLC ($22.2M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- National Cinemedia Inc.
- CUSIP
- 635309206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $23.1M |
| Exits | 21 | $6.2M |
All 13F filers, Q1 2025 → Q2 2025: 7,424,236 shares bought and 7,961,399 shares sold, net −537,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Blantyre Capital Ltd | 100.00% | No change | 27,144,639 | $131.5M |
| BlackRock, Inc. | 0.00% | Reduce -5.6% | 5,305,510 | $25.7M |
| Hotchkis & Wiley Capital Management LLC | 0.07% | Reduce -26.4% | 4,582,937 | $22.2M |
| Vanguard Group Inc. | 0.00% | Add +3.4% | 4,507,205 | $21.8M |
| Orbis Allan Gray Ltd | 0.10% | New | 4,197,683 | $20.3M |
| Wellington Management Group LLP | 0.00% | Add +3.0% | 3,643,313 | $17.7M |
| Sycale Advisors (NY) LLC | 4.77% | Add +28.9% | 3,085,997 | $15.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.5% | 1,933,132 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.5% | 1,809,465 | $8.8M |
| Glendon Capital Management LP | 0.45% | No change | 1,678,903 | $8.1M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -11.5% | 1,644,447 | $8.0M |
| State Street Corp. | 0.00% | Add +14.9% | 1,611,253 | $7.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +89.3% | 1,508,293 | $7.3M |
| Voya Investment Management LLC | 0.01% | Reduce -0.1% | 1,458,054 | $7.1M |
| Barclays PLC | 0.00% | Add +28.3% | 1,406,096 | $6.8M |
| Whitebox Advisors LLC | 0.43% | No change | 1,242,084 | $6.0M |
| Manatuck Hill Partners, LLC | 2.15% | No change | 1,178,694 | $5.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -20.0% | 993,878 | $4.8M |
| Ancora Advisors LLC | 0.10% | Reduce -49.6% | 952,358 | $4.6M |
| Luxor Capital Group, LP | 0.53% | Reduce -1.9% | 831,608 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.8% | 750,931 | $3.6M |
| Contrarian Capital Management, L.L.C. | 1.03% | No change | 739,899 | $3.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.8% | 702,839 | $3.4M |
| Marshall Wace, LLP | 0.00% | Reduce -6.7% | 582,121 | $2.8M |
| Northern Trust Corp. | 0.00% | Reduce -12.6% | 578,372 | $2.8M |
| Ranger Investment Management, L.P. | 0.15% | Reduce -25.2% | 455,837 | $2.2M |
| Harbor Capital Advisors, Inc. | 0.09% | Reduce -20.3% | 449,659 | $2.2M |
| Morgan Stanley | 0.00% | Add +4.2% | 291,541 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Add +217.0% | 280,509 | $1.4M |
| Trexquant Investment LP | 0.01% | Reduce -32.6% | 257,149 | $1.2M |
| Riverwater Partners LLC | 0.54% | Reduce -0.5% | 235,563 | $1.1M |
| Invesco Ltd. | 0.00% | Reduce -9.0% | 182,482 | $884K |
| UBS Group AG | 0.00% | Reduce -28.8% | 174,558 | $846K |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 172,279 | $835K |
| J. Goldman & Co LP | 0.03% | New | 167,200 | $810K |
| Deutsche Bank AG | 0.00% | Add +96.6% | 149,721 | $726K |
| American Century Companies Inc. | 0.00% | Add +2.2% | 145,233 | $704K |
| Jane Street Group, LLC | 0.00% | Add +36.0% | 126,516 | $613K |
| Susquehanna International Group, LLP | 0.00% | Add +22.7% | 114,933 | $557K |
| Verition Fund Management LLC | 0.00% | New | 113,048 | $548K |
| Nuveen, LLC | 0.00% | Reduce -24.4% | 103,178 | $500K |
| Rhumbline Advisers | 0.00% | Reduce -3.8% | 99,177 | $481K |
| South Dakota Investment Council | 0.01% | No change | 97,161 | $471K |
| Victory Capital Management Inc. | 0.00% | Reduce -41.2% | 97,179 | $471K |
| Ameriprise Financial Inc. | 0.00% | No change | 88,565 | $429K |
| Pacific Ridge Capital Partners, LLC | 0.09% | New | 77,764 | $377K |
| AQR Capital Management | 0.00% | Reduce -84.1% | 77,413 | $375K |
| National Bank of Canada | 0.00% | Reduce -49.5% | 77,514 | $342K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -71.5% | 69,981 | $339K |
| Zazove Associates LLC | 0.68% | New | 68,106 | $330K |
| ExodusPoint Capital Management, LP | 0.00% | New | 61,565 | $298K |
| Hill Investment Group Partners, LLC | 0.03% | Add +30.6% | 53,737 | $260K |
| XTX Topco Ltd | 0.01% | Add +87.5% | 45,543 | $221K |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 41,143 | $199K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -45.2% | 40,324 | $195K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.1% | 39,808 | $193K |
| Sei Investments Co. | 0.00% | No change | 38,844 | $188K |
| State of Wisconsin Investment Board | 0.00% | Add +20.5% | 37,147 | $180K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.9% | 35,099 | $170K |
| Gsa Capital Partners LLP | 0.01% | New | 34,070 | $165K |
| Citigroup Inc. | 0.00% | Reduce -29.6% | 33,945 | $164K |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.7% | 33,322 | $162K |
| Intech Investment Management LLC | 0.00% | Reduce -16.1% | 30,042 | $146K |
| Bank of America Corp. | 0.00% | Reduce -90.3% | 29,714 | $144K |
| JT Stratford LLC | 0.02% | New | 28,972 | $140K |
| State of Wyoming | 0.02% | Reduce -71.9% | 28,645 | $139K |
| Kings Path Partners LLC | 0.05% | Reduce -30.7% | 26,113 | $127K |
| Renaissance Technologies | 0.00% | Reduce -81.8% | 25,600 | $124K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.0% | 24,629 | $119K |
| Royal Bank of Canada | 0.00% | Reduce -46.9% | 23,011 | $112K |
| EntryPoint Capital, LLC | 0.05% | Reduce -3.1% | 22,543 | $109K |
| Alliancebernstein L.P. | 0.00% | Add +45.0% | 20,960 | $102K |
| State of New Jersey Common Pension Fund D | 0.00% | No change | 20,531 | $99K |
| Millennium Management | 0.00% | Reduce -47.0% | 19,610 | $95K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.2% | 14,485 | $70K |
| Legal & General Group Plc | 0.00% | Add +137.1% | 14,327 | $69K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 14,250 | $69K |
| Two Sigma Advisers, LP | 0.00% | New | 14,200 | $69K |
| Legato Capital Management LLC | 0.01% | Reduce -4.8% | 13,996 | $68K |
| ProShare Advisors LLC | 0.00% | Reduce -12.8% | 13,147 | $64K |
| Burns Matteson Capital Management, LLC | 0.02% | New | 10,109 | $49K |
| New York State Common Retirement Fund | 0.00% | No change | 8,900 | $43K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +278.1% | 7,805 | $38K |
| FMR LLC | 0.00% | Reduce -22.5% | 7,688 | $37K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,944 | $34K |
| BNP Paribas Financial Markets | 0.00% | Add +49.4% | 6,346 | $31K |
| California State Teachers Retirement System | 0.00% | No change | 5,136 | $25K |
| Cwm, LLC | 0.00% | Reduce -75.7% | 3,619 | $18K |
| Amalgamated Bank | 0.00% | No change | 2,452 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 1,960 | $9K |
| Sterling Capital Management LLC | 0.00% | Add +55.4% | 1,866 | $9K |
| Comerica Bank | 0.00% | Reduce -33.8% | 1,660 | $8K |
| Osaic Holdings, Inc. | 0.00% | Add +291.7% | 940 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.3% | 406 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 241 | $1K |
| Arax Advisory Partners | 0.00% | New | 182 | $882 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 163 | $790 |
| GAMMA Investing LLC | 0.00% | Reduce -86.9% | 114 | $552 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 112 | $543 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -27.8% | 65 | $315 |
"% of holder's portfolio" is NCMI's weight in each manager's 13F, not the share of National Cinemedia Inc. the manager owns.