National CinemediaNCMI
13F holders, Q1 2026 (March 31)103holders +4
20new positions
17sold out
3famous investors
$3.05avg. 13F price*
At the end of Q1 2026, 103 institutions reported holding National Cinemedia Inc. (NCMI) in their 13F filings, up 4 from Q4 2025. 20 opened new positions and 17 sold out. The largest holders were Blantyre Capital Ltd ($82.8M), Orbis Allan Gray Ltd ($27.9M) and Hotchkis & Wiley Capital Management LLC ($24.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- National Cinemedia Inc.
- CUSIP
- 635309206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $1.3M |
| Exits | 17 | $2.5M |
All 13F filers, Q4 2025 → Q1 2026: 5,082,451 shares bought and 4,723,816 shares sold, net +358,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Blantyre Capital Ltd | 100.00% | No change | 27,144,639 | $82.8M |
| Orbis Allan Gray Ltd | 0.12% | Reduce -4.0% | 9,138,042 | $27.9M |
| Hotchkis & Wiley Capital Management LLC | 0.07% | Add +33.0% | 7,897,853 | $24.1M |
| BlackRock, Inc. | 0.00% | Reduce -1.2% | 5,348,946 | $16.3M |
| Vanguard Capital Management LLC | 0.00% | — | 3,228,371 | $9.8M |
| Wellington Management Group LLP | 0.00% | Reduce -2.1% | 2,775,181 | $8.5M |
| Barclays PLC | 0.00% | Add +8.0% | 2,163,160 | $6.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.3% | 2,022,841 | $6.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.2% | 1,997,905 | $6.1M |
| Luxor Capital Group, LP | 0.89% | Add +61.3% | 1,820,737 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.0% | 1,804,656 | $5.5M |
| Glendon Capital Management LP | 0.64% | No change | 1,678,903 | $5.1M |
| State Street Corp. | 0.00% | Add +0.7% | 1,616,114 | $4.9M |
| Sycale Advisors (NY) LLC | 2.24% | Reduce -52.2% | 1,451,498 | $4.4M |
| Whitebox Advisors LLC | 0.21% | No change | 1,242,084 | $3.8M |
| EVR Research LP | 1.96% | Add +1030.0% | 1,130,000 | $3.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.8% | 701,260 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +1.6% | 673,310 | $2.1M |
| Vanguard Portfolio Management LLC | 0.00% | — | 632,773 | $1.9M |
| Contrarian Capital Management, L.L.C. | 0.51% | Reduce -19.4% | 596,231 | $1.8M |
| Northern Trust Corp. | 0.00% | Add +6.6% | 584,395 | $1.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 583,125 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -0.1% | 544,906 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.0% | 543,769 | $1.7M |
| Marshall Wace, LLP | 0.00% | Reduce -27.3% | 476,585 | $1.5M |
| Zazove Associates LLC | 2.54% | Add +78.3% | 458,939 | $1.4M |
| First Eagle Investment Management, LLC | 0.00% | Reduce -65.3% | 435,618 | $1.3M |
| UBS Group AG | 0.00% | Add +32.2% | 357,928 | $1.1M |
| Gratia Capital, LLC | 0.92% | Reduce -51.1% | 318,000 | $970K |
| Harbor Capital Advisors, Inc. | 0.06% | Add +76.1% | 242,432 | $739K |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 236,225 | $720K |
| Bridgeway Capital Management, LLC | 0.01% | New | 211,100 | $644K |
| Sei Investments Co. | 0.00% | Add +86.7% | 182,652 | $557K |
| Pacific Ridge Capital Partners, LLC | 0.10% | Add +26.3% | 157,395 | $480K |
| Morgan Stanley | 0.00% | Reduce -47.1% | 151,326 | $462K |
| Invesco Ltd. | 0.00% | Reduce -0.9% | 144,825 | $442K |
| American Century Companies Inc. | 0.00% | Reduce -0.7% | 144,669 | $441K |
| Citadel Advisors | 0.00% | Reduce -47.8% | 124,607 | $380K |
| Nuveen, LLC | 0.00% | No change | 103,178 | $315K |
| South Dakota Investment Council | 0.01% | No change | 97,161 | $296K |
| Rhumbline Advisers | 0.00% | Reduce -4.8% | 83,942 | $256K |
| Bank of America Corp. | 0.00% | Add +38.7% | 74,983 | $229K |
| EntryPoint Capital, LLC | 0.05% | Add +9.9% | 60,943 | $186K |
| Hill Investment Group Partners, LLC | 0.02% | Add +45.1% | 58,575 | $179K |
| AQR Capital Management | 0.00% | Add +79.1% | 56,594 | $173K |
| T. Rowe Price Associates Inc. | 0.00% | Add +35.1% | 52,321 | $160K |
| Creative Planning | 0.00% | Reduce -47.4% | 49,645 | $151K |
| Susquehanna International Group, LLP | 0.00% | New | 45,233 | $138K |
| State of Wisconsin Investment Board | 0.00% | Add +9.8% | 44,360 | $135K |
| Deutsche Bank AG | 0.00% | Reduce -50.1% | 41,756 | $127K |
| Vanguard Global Advisers, LLC | 0.00% | — | 36,083 | $110K |
| Vident Advisory, LLC | 0.00% | New | 33,030 | $101K |
| Pinnacle Associates Ltd. | 0.00% | New | 32,589 | $99K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.5% | 31,295 | $95K |
| Squarepoint Ops LLC | 0.00% | New | 29,856 | $91K |
| MetLife Investment Management, LLC | 0.00% | Add +14.3% | 29,517 | $90K |
| Alliancebernstein L.P. | 0.00% | No change | 20,960 | $82K |
| Wells Fargo & Company | 0.00% | Reduce -66.3% | 25,062 | $76K |
| Two Sigma Securities, LLC | 0.01% | Add +25.6% | 21,668 | $66K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -11.8% | 19,564 | $60K |
| Renaissance Technologies | 0.00% | New | 19,400 | $59K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 18,239 | $56K |
| Intech Investment Management LLC | 0.00% | Reduce -55.5% | 17,434 | $53K |
| FMR LLC | 0.00% | Add +151.6% | 17,294 | $53K |
| XTX Topco Ltd | 0.00% | New | 16,306 | $50K |
| NewEdge Advisors, LLC | 0.00% | New | 14,517 | $44K |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.6% | 14,409 | $44K |
| Legal & General Group Plc | 0.00% | No change | 14,327 | $44K |
| Dynamic Technology Lab Private Ltd | 0.01% | New | 11,133 | $34K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +149.6% | 11,021 | $34K |
| New York State Common Retirement Fund | 0.00% | No change | 8,900 | $27K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -90.0% | 8,613 | $26K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,944 | $21K |
| Citigroup Inc. | 0.00% | Add +45.4% | 5,417 | $17K |
| Ancora Advisors LLC | 0.00% | New | 4,720 | $14K |
| California State Teachers Retirement System | 0.00% | Reduce -11.9% | 3,588 | $11K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,061 | $9K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.2% | 2,271 | $7K |
| Cwm, LLC | 0.00% | Add +330.8% | 2,227 | $7K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.6% | 2,195 | $7K |
| Signaturefd, LLC | 0.00% | Add +123.1% | 1,874 | $6K |
| GAMMA Investing LLC | 0.00% | Add +43.9% | 1,368 | $4K |
| Optiver Holding B.V. | 0.00% | Add +25.1% | 1,216 | $4K |
| Essential Partners LLC | 0.00% | New | 1,189 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.5% | 850 | $3K |
| Summit Securities Group LLC | 0.00% | New | 625 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +340.3% | 546 | $2K |
| Quadrant Capital Group LLC | 0.00% | New | 540 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.1% | 528 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 520 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -93.1% | 400 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +14.4% | 396 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 241 | $1K |
| Allworth Financial LP | 0.00% | Reduce -80.9% | 204 | $623 |
| Group One Trading LLC | 0.00% | No change | 194 | $592 |
| True Wealth Design, LLC | 0.00% | New | 65 | $199 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 30 | $92 |
| Gill Capital Partners, LLC | 0.00% | New | 29 | $88 |
| MAI Capital Management | 0.00% | New | 13 | $40 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 12 | $37 |
"% of holder's portfolio" is NCMI's weight in each manager's 13F, not the share of National Cinemedia Inc. the manager owns.