13F QoQ Ownership Changes
NDSN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 123 new · 194 added · 361 reduced · 64 exited
New Positions(123)
Added To(194)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 6,257,600 | +186,480 | $1.50B | +$126.7M | 3.1% |
| BlackRock, Inc. | 3,917,032 | +74,668 | $941.8M | +$69.7M | 1.9% |
| JENNISON ASSOCIATES LLC | 252,353 | +212,876 | $60.7M | +$51.7M | 539.2% |
| JPMORGAN CHASE & CO | 891,016 | +172,400 | $214.2M | +$51.1M | 24.0% |
| MORGAN STANLEY | 1,582,637 | +92,970 | $380.5M | +$42.4M | 6.2% |
| GOLDMAN SACHS GROUP INC | 851,679 | +97,416 | $204.8M | +$33.6M | 12.9% |
| MILLENNIUM MANAGEMENT LLC | 691,824 | +99,439 | $166.3M | +$31.9M | 16.8% |
| NORGES BANK | 797,129 | +169,923 | $191.7M | +$26.9M | 27.1% |
| BNP PARIBAS FINANCIAL MARKETS | 180,205 | +85,707 | $43.3M | +$21.9M | 90.7% |
| Balyasny Asset Management L.P. | 90,340 | +88,897 | $21.7M | +$21.4M | 6160.6% |
| BANK OF AMERICA CORP /DE/ | 306,038 | +72,355 | $73.6M | +$20.5M | 31.0% |
| AMERIPRISE FINANCIAL INC | 93,956 | +76,157 | $22.6M | +$18.6M | 427.9% |
| Fiera Capital Corp | 247,898 | +62,232 | $59.6M | +$17.5M | 33.5% |
| FMR LLC | 912,558 | +22,105 | $219.4M | +$17.3M | 2.5% |
| MUFG Securities EMEA plc | 72,503 | +71,475 | $17.4M | +$17.2M | 6952.8% |
| UBS Group AG | 432,984 | +29,294 | $104.1M | +$12.5M | 7.3% |
| Gotham Asset Management, LLC | 244,680 | +35,660 | $58.8M | +$11.4M | 17.1% |
| Amundi | 117,228 | +35,013 | $28.2M | +$8.9M | 42.6% |
| BARCLAYS PLC | 175,899 | +49,013 | $37.7M | +$8.9M | 38.6% |
| Trexquant Investment LP | 59,417 | +31,775 | $14.3M | +$8.0M | 115.0% |
| CITADEL ADVISORS LLC | 103,050 | +28,944 | $24.8M | +$8.0M | 39.0% |
| DIMENSIONAL FUND ADVISORS LP | 438,050 | +3,798 | $105.3M | +$6.8M | 0.9% |
| AQR CAPITAL MANAGEMENT LLC | 60,124 | +20,420 | $14.5M | +$5.4M | 51.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 85,813 | +18,423 | $20.6M | +$5.3M | 27.3% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 38,020 | +21,183 | $9.1M | +$5.3M | 125.8% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 229,567 | +7,374 | $55.2M | +$4.8M | 3.3% |
| JANE STREET GROUP, LLC | 21,639 | +17,131 | $5.2M | +$4.2M | 380.0% |
| AlphaQuest LLC | 17,932 | +16,946 | $4.3M | +$4.1M | 1718.7% |
| Russell Investments Group, Ltd. | 67,093 | +13,144 | $16.1M | +$3.9M | 24.4% |
| MACKENZIE FINANCIAL CORP | 17,182 | +15,395 | $4.2M | +$3.8M | 861.5% |
| Connor, Clark & Lunn Investment Management Ltd. | 15,760 | +14,718 | $3.8M | +$3.6M | 1412.5% |
| EXCHANGE TRADED CONCEPTS, LLC | 85,095 | +8,992 | $20.5M | +$3.2M | 11.8% |
| Y-Intercept (Hong Kong) Ltd | 19,777 | +12,845 | $4.8M | +$3.2M | 185.3% |
| IFM Investors Pty Ltd | 11,125 | +102 | $2.7K | -$2.5M | 0.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 134,319 | +2,539 | $32.4M | +$2.5M | 1.9% |
| Engineers Gate Manager LP | 14,572 | +7,597 | $3.5M | +$1.9M | 108.9% |
| Quantinno Capital Management LP | 50,456 | +5,271 | $12.1M | +$1.9M | 11.7% |
| iSAM Funds (UK) Ltd | 9,305 | +7,100 | $2.2M | +$1.7M | 322.0% |
| Creative Planning | 16,401 | +6,558 | $3.9M | +$1.7M | 66.6% |
| Man Group plc | 22,481 | +5,637 | $5.4M | +$1.6M | 33.5% |
| CITIGROUP INC | 91,589 | +468 | $22.0M | +$1.3M | 0.5% |
| NICHOLAS COMPANY, INC. | 94,125 | +15 | $22.6M | +$1.3M | 0.0% |
| AVIVA PLC | 40,869 | +3,069 | $9.8M | +$1.2M | 8.1% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 12,041 | +4,737 | $2.9M | +$1.2M | 64.8% |
| FOX RUN MANAGEMENT, L.L.C. | 5,826 | +4,920 | $1.4M | +$1.2M | 543.0% |
| Corient Private Wealth LLC | 191,096 | +185,638 | $2.4M | +$1.2M | 3401.2% |
| Aquatic Capital Management LLC | 11,375 | +4,428 | $2.7M | +$1.2M | 63.7% |
| LOGAN CAPITAL MANAGEMENT INC | 45,795 | +2,182 | $11.0M | +$1.1M | 5.0% |
| BANK OF MONTREAL /CAN/ | 43,497 | +2,215 | $10.5M | +$1.1M | 5.4% |
| Crown Oak Advisors, LLC | 39,068 | +143 | $9.4M | +$1.0M | 0.4% |
| &PARTNERS | 16,178 | +3,411 | $3.9M | +$997.4K | 26.7% |
| FRANKLIN RESOURCES INC | 65,799 | +231 | $15.8M | +$939.4K | 0.3% |
| CIBC Asset Management Inc | 14,205 | +3,239 | $3.4M | +$926.6K | 29.5% |
| Rakuten Investment Management, Inc. | 7,022 | +2,177 | $1.7M | +$917.2K | 44.9% |
| STRS OHIO | 4,575 | +3,286 | $1.1M | +$807.4K | 254.9% |
| Summit Trail Advisors, LLC | 8,986 | +2,913 | $2.2M | +$784.0K | 48.0% |
| CREDIT AGRICOLE S A | 18,325 | +2,322 | $4.4M | +$774.0K | 14.5% |
| Sequoia Financial Advisors, LLC | 7,843 | +2,566 | $1.9M | +$688.1K | 48.6% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 6,932 | +2,229 | $1.7M | +$599.3K | 47.4% |
| Woodline Partners LP | 9,107 | +2,012 | $2.2M | +$579.4K | 28.4% |
| Pictet Asset Management Holding SA | 28,718 | +820 | $6.9M | +$573.2K | 2.9% |
| Callan Family Office, LLC | 3,171 | +2,262 | $762.4K | +$556.1K | 248.8% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 9,457 | +1,741 | $2.3M | +$522.6K | 22.6% |
| Allianz Asset Management GmbH | 4,304 | +2,000 | $1.0M | +$511.9K | 86.8% |
| Cornerstone Wealth Management, LLC | 21,309 | +987 | $5.1M | +$511.2K | 4.8% |
| BANK OF NOVA SCOTIA | 8,348 | +1,744 | $2.0M | +$508.3K | 26.4% |
| Mirae Asset Global Investments Co., Ltd. | 13,478 | +1,374 | $3.2M | +$493.5K | 11.3% |
| NATIXIS | 10,874 | +1,442 | $2.6M | +$473.8K | 15.3% |
| HighTower Advisors, LLC | 34,275 | +5 | $8.2M | +$463.3K | 0.0% |
| Orion Porfolio Solutions, LLC | 16,771 | +868 | $4.0M | +$423.2K | 5.5% |
| PNC Financial Services Group, Inc. | 17,822 | +749 | $4.3M | +$410.2K | 4.4% |
| Cetera Investment Advisers | 15,986 | +800 | $3.8M | +$397.1K | 5.3% |
| ALLSTATE CORP | 3,079 | +1,443 | $740.3K | +$369.0K | 88.2% |
| QRG CAPITAL MANAGEMENT, INC. | 3,195 | +1,309 | $768.2K | +$340.1K | 69.4% |
| NISA INVESTMENT ADVISORS, LLC | 13,155 | +672 | $3.2M | +$340.1K | 5.4% |
| KLP KAPITALFORVALTNING AS | 18,800 | +300 | $4.5M | +$334.6K | 1.6% |
| Bridgewater Associates, LP | 11,364 | +741 | $2.7M | +$321.4K | 7.0% |
| Investment Management Corp of Ontario | 4,805 | +1,084 | $1.2M | +$310.8K | 29.1% |
| Global X Japan Co., Ltd. | 3,962 | +1,096 | $952.6K | +$302.1K | 38.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 15,599 | +350 | $3.8M | +$289.7K | 2.3% |
| Czech National Bank | 14,075 | +440 | $3.4M | +$289.6K | 3.2% |
| Cerity Partners LLC | 12,762 | +476 | $3.1M | +$280.1K | 3.9% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2,451 | +999 | $591.3K | +$261.8K | 68.8% |
| NORDEA INVESTMENT MANAGEMENT AB | 9,528 | +424 | $2.3M | +$243.0K | 4.7% |
| National Pension Service | 2,713 | +898 | $652.3K | +$240.4K | 49.5% |
| Ethic Inc. | 5,913 | +678 | $1.4M | +$233.6K | 12.9% |
| Voya Investment Management LLC | 16,263 | +51 | $3.9M | +$230.8K | 0.3% |
| Advisory Services Network, LLC | 12,515 | +253 | $3.0M | +$226.1K | 2.1% |
| TruNorth Capital Management, LLC | 1,069 | +901 | $257.0K | +$218.9K | 536.3% |
| Tower Research Capital LLC (TRC) | 1,380 | +879 | $331.8K | +$218.1K | 175.4% |
| XPONANCE, INC. | 7,730 | +455 | $1.9M | +$207.5K | 6.3% |
| FIFTH THIRD BANCORP | 2,348 | +770 | $564.5K | +$206.4K | 48.8% |
| M&T Bank Corp | 6,246 | +508 | $1.5M | +$198.5K | 8.8% |
| COMMERCE BANK | 4,648 | +548 | $1.1M | +$187.0K | 13.4% |
| US BANCORP \DE\ | 3,773 | +582 | $907.5K | +$182.7K | 18.2% |
| Azimuth Capital Investment Management LLC | 11,878 | +90 | $2.9M | +$180.5K | 0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,536 | +265 | $1.2M | +$173.7K | 6.2% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,993 | +292 | $1.7M | +$160.5K | 4.3% |
| Federation des caisses Desjardins du Quebec | 4,858 | +393 | $1.2M | +$154.7K | 8.8% |
| Snowden Capital Advisors LLC | 2,615 | +500 | $630.9K | +$150.9K | 23.6% |
| GAMMA Investing LLC | 2,105 | +521 | $506.1K | +$146.6K | 32.9% |
| Sound Financial Strategies Group, LLC | 2,746 | +469 | $660.2K | +$143.5K | 20.6% |
| Baird Financial Group, Inc. | 5,170 | +316 | $1.2M | +$141.4K | 6.5% |
| CASTLEARK MANAGEMENT LLC | 3,920 | +380 | $942.5K | +$139.1K | 10.7% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,703 | +356 | $890.4K | +$130.8K | 10.6% |
| Dai-ichi Life Insurance Company, Ltd | 2,473 | +400 | $594.6K | +$124.1K | 19.3% |
| Dorsey & Whitney Trust CO LLC | 6,323 | +130 | $1.5M | +$114.7K | 2.1% |
| Arkadios Wealth Advisors | 1,443 | +419 | $347.0K | +$114.5K | 40.9% |
| CAPTRUST FINANCIAL ADVISORS | 5,011 | +202 | $1.2M | +$113.6K | 4.2% |
| Inspire Investing, LLC | 6,643 | +97 | $1.6M | +$111.6K | 1.5% |
| JANUS HENDERSON GROUP PLC | 4,812 | +186 | $1.2M | +$107.3K | 4.0% |
| Norinchukin Bank, The | 3,355 | +271 | $806.6K | +$106.7K | 8.8% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 6,142 | +100 | $1.5M | +$105.5K | 1.6% |
| NewEdge Advisors, LLC | 7,235 | +20 | $1.7M | +$102.0K | 0.3% |
| Allspring Global Investments Holdings, LLC | 2,457 | +265 | $592.2K | +$91.2K | 12.1% |
| Pathstone Holdings, LLC | 6,264 | +1 | $1.5M | +$85.2K | 0.0% |
| Brevan Howard Capital Management LP | 1,239 | +297 | $297.9K | +$84.1K | 31.5% |
| SPIREPOINT PRIVATE CLIENT, LLC | 1,208 | +285 | $290.5K | +$81.0K | 30.9% |
| Canada Post Corp Registered Pension Plan | 1,180 | +280 | $283.7K | +$79.1K | 31.1% |
| Foundations Investment Advisors, LLC | 1,338 | +268 | $321.7K | +$78.9K | 25.0% |
| BROWN BROTHERS HARRIMAN & CO | 833 | +288 | $200.3K | +$76.6K | 52.8% |
| OPPENHEIMER & CO INC | 5,013 | +12 | $1.2M | +$70.3K | 0.2% |
| Steward Partners Investment Advisory, LLC | 1,326 | +209 | $319.0K | +$65.3K | 18.7% |
| ALBERT D MASON INC | 4,287 | +13 | $1.0M | +$60.7K | 0.3% |
| United Asset Strategies, Inc. | 3,009 | +67 | $723.4K | +$55.8K | 2.3% |
| NorthCrest Asset Manangement, LLC | 2,704 | +63 | $664.9K | +$55.2K | 2.4% |
| Wealthfront Advisers LLC | 1,378 | +161 | $331.3K | +$55.1K | 13.2% |
| STEPHENS INC /AR/ | 3,361 | +29 | $808.1K | +$51.9K | 0.9% |
| GATEWAY INVESTMENT ADVISERS LLC | 1,126 | +154 | $270.7K | +$50.1K | 15.8% |
| ROMAN BUTLER FULLERTON & CO | 950 | +38 | $260.1K | +$47.5K | 4.2% |
| Vanguard Personalized Indexing Management, LLC | 3,483 | +2 | $837.4K | +$47.3K | 0.1% |
| Sepio Capital, LP | 3,274 | +4 | $787.2K | +$45.0K | 0.1% |
| MATHER GROUP, LLC. | 1,165 | +109 | $280.2K | +$40.4K | 10.3% |
| MAI Capital Management | 365 | +155 | $87.8K | +$40.1K | 73.8% |
| JONES FINANCIAL COMPANIES LLLP | 994 | +108 | $239.0K | +$37.8K | 12.2% |
| Horizon Investments, LLC | 1,397 | +83 | $335.9K | +$37.7K | 6.3% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1,517 | +69 | $364.7K | +$36.1K | 4.8% |
| WEALTH ALLIANCE, LLC | 1,327 | +78 | $319.1K | +$35.6K | 6.2% |
| ALPS ADVISORS INC | 2,063 | +23 | $496.0K | +$33.0K | 1.1% |
| BROWN ADVISORY INC | 2,142 | +10 | $515.0K | +$31.1K | 0.5% |
| UMB Bank, n.a. | 276 | +112 | $66.4K | +$29.1K | 68.3% |
| NORDEN GROUP LLC | 1,199 | +50 | $288.3K | +$27.5K | 4.3% |
| Thrive Wealth Management, LLC | 1,429 | +33 | $343.6K | +$26.8K | 2.4% |
| HUB Investment Partners, LLC | 1,861 | +7 | $447.4K | +$26.7K | 0.4% |
| Crossmark Global Holdings, Inc. | 1,704 | +12 | $409.7K | +$25.7K | 0.7% |
| Optimize Financial Inc | 1,429 | +20 | $343.6K | +$23.8K | 1.4% |
| STUDIO INVESTMENT MANAGEMENT LLC | 1,609 | +3 | $388.2K | +$23.7K | 0.2% |
| SYON CAPITAL LLC | 1,061 | +41 | $255.1K | +$23.6K | 4.0% |
| GEM Asset Management, LLC | 1,038 | +3 | $262.4K | +$23.4K | 0.3% |
| Parallel Advisors, LLC | 358 | +72 | $86.1K | +$21.2K | 25.2% |
| Bryn Mawr Trust Advisors, LLC | 1,448 | +3 | $348.1K | +$20.3K | 0.2% |
| HRT FINANCIAL LP | 84,837 | +82,316 | $20.4K | +$19.8K | 3265.2% |
| Smartleaf Asset Management LLC | 797 | +21 | $194.4K | +$18.0K | 2.7% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 72 | +70 | $17.4K | +$16.9K | 3500.0% |
| Kingsview Wealth Management, LLC | 1,006 | +14 | $241.8K | +$16.7K | 1.4% |
| GENESIS PRIVATE WEALTH, LLC | 983 | +11 | $236.3K | +$15.7K | 1.1% |
| Checchi Capital Advisers, LLC | 959 | +7 | $230.6K | +$14.5K | 0.7% |
| SIGNATUREFD, LLC | 773 | +17 | $185.9K | +$14.3K | 2.2% |
| PRIVATE TRUST CO NA | 123 | +51 | $29.6K | +$13.2K | 70.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 377 | +32 | $90.7K | +$12.3K | 9.3% |
| Janney Montgomery Scott LLC | 109,419 | +40,754 | $26.3K | +$10.7K | 59.4% |
| WPG Advisers, LLC | 54 | +33 | $13.0K | +$8.2K | 157.1% |
| Root Financial Partners, LLC | 184 | +25 | $44.3K | +$8.2K | 15.7% |
| CoreCap Advisors, LLC | 212 | +20 | $50.9K | +$7.2K | 10.4% |
| Clearstead Trust, LLC | 84 | +25 | $20.2K | +$6.8K | 42.4% |
| Quent Capital, LLC | 159 | +18 | $38.2K | +$6.2K | 12.8% |
| CBIZ Investment Advisory Services, LLC | 42 | +24 | $10.1K | +$6.0K | 133.3% |
| ROTHSCHILD INVESTMENT LLC | 99 | +20 | $23.9K | +$6.0K | 25.3% |
| Prestige Wealth Management Group LLC | 30 | +25 | $6.7K | +$5.6K | 500.0% |
| Steigerwald, Gordon & Koch Inc. | 83 | +18 | $20.0K | +$5.2K | 27.7% |
| SJS Investment Consulting Inc. | 175 | +11 | $42.1K | +$4.9K | 6.7% |
| JFS WEALTH ADVISORS, LLC | 43 | +14 | $10.3K | +$3.8K | 48.3% |
| Park Place Capital Corp | 36 | +14 | $8.7K | +$3.7K | 63.6% |
| CYBER HORNET ETFs LLC | 159 | +6 | $38.2K | +$3.5K | 3.9% |
| Parkside Financial Bank & Trust | 43 | +6 | $10.3K | +$1.9K | 16.2% |
| HARVEY INVESTMENT CO LLC | 99,091 | +465 | $23.8K | +$1.4K | 0.5% |
| True Wealth Design, LLC | 30 | +4 | $7.2K | +$1.3K | 15.4% |
| Bay Harbor Wealth Management, LLC | 8 | +4 | $1.9K | +$1.0K | 100.0% |
| Johnson Financial Group, Inc. | 13 | +3 | $3.1K | +$864 | 30.0% |
| Transamerica Financial Advisors, LLC | 19 | +1 | $4.6K | +$727 | 5.5% |
| Fortitude Family Office, LLC | 19 | +2 | $4.6K | +$710 | 11.8% |
| Mn Services Vermogensbeheer B.V. | 21,521 | +1,621 | $5.2K | +$658 | 8.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,205 | +2,292 | $1.7K | +$620 | 46.6% |
| ORG Partners LLC | 5 | +2 | $1.2K | +$521 | 66.7% |
| Aspect Partners, LLC | 4 | +2 | $962 | +$508 | 100.0% |
| Dunhill Financial, LLC | 3 | +2 | $655 | +$391 | 200.0% |
| Cambridge Investment Research Advisors, Inc. | 11,263 | +749 | $2.7K | +$322 | 7.1% |
| Rialto Wealth Management, LLC | 4 | +1 | $962 | +$281 | 33.3% |
| CWM, LLC | 1,951 | +287 | $469 | +$91 | 17.2% |
| WEDBUSH SECURITIES INC | 3,664 | +111 | $881 | +$75 | 3.1% |
| CX Institutional | 1,180 | +228 | $284 | +$68 | 23.9% |
| Thrivent Financial for Lutherans | 2,410 | +123 | $579 | +$60 | 5.4% |
| NATURAL INVESTMENTS, LLC | 1,515 | +1 | $364 | +$21 | 0.1% |
| HANTZ FINANCIAL SERVICES, INC. | 152 | +46 | $37 | +$13 | 43.4% |