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

050100150 Q1 2024: 81Q1 2024Q2 2024: 74Q2 2024Q3 2024: 96Q3 2024Q4 2024: 115Q4 2024Q1 2025: 111Q1 2025Q2 2025: 102Q2 2025Q3 2025: 107Q3 2025Q4 2025: 99Q4 2025Q1 2026: 103Q1 2026Q2 2026: 107Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions14$944K
Exits12$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
Fortitude Family Office, LLC 0.00% New 13 $49
Compass Financial Management LLC 0.00% — 10 $41
Caitong International Asset Management Co., Ltd 0.00% Add +200.0% 9 $34
Wealth Enhancement Trust Services, Inc. 0.00% New 8 $30
Farther Finance Advisors, LLC 0.00% Reduce -98.7% 7 $27
NewEdge Advisors, LLC 0.00% Reduce -100.0% 4 $14
National Bank of Canada 0.00% No change 2 $8

"% of holder's portfolio" is NCMI's weight in each manager's 13F, not the share of National Cinemedia Inc. the manager owns.