National Bank Ownership | Who Owns National Bank?
National Bank Ownership Summary
National Bank is owned by 87.34% institutional investors, 2.19% insiders, and 10.47% retail investors. Blackrock is the largest institutional shareholder, holding 14.40% of NBHC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.18% of its assets in National Bank shares.
NBHC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Bank | 87.34% | 2.19% | 10.47% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.48M | 14.40% | $213.81M |
| Blackrock funding, inc. /de | 5.50M | 14.36% | $236.63M |
| Vanguard group | 4.23M | 11.05% | $182.16M |
| Wellington management group llp | 2.94M | 7.69% | $126.72M |
| Victory capital management | 2.78M | 7.26% | $119.66M |
| T. rowe price investment management | 2.31M | 6.03% | $99.33M |
| Dimensional fund advisors lp | 2.09M | 5.46% | $89.98M |
| State street | 1.67M | 4.40% | $65.31M |
| Aristotle capital boston | 1.14M | 3.00% | $44.51M |
| Westwood group | 1.11M | 2.91% | $47.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Squire investment management company | 106.80K | 2.02% | $4.60M |
| Aristotle capital boston | 1.14M | 1.50% | $44.51M |
| Maltese capital management | 197.10K | 1.30% | $8.49M |
| John w. rosenthal capital management | 22.77K | 0.91% | $980.69K |
| Leeward investments, llc - ma | 348.61K | 0.75% | $15.01M |
| Deprince race & zollo | 748.82K | 0.64% | $32.24M |
| Segall bryant & hamill | 909.53K | 0.54% | $39.16M |
| Jackson hole capital partners | 50.74K | 0.44% | $2.18M |
| Jackson creek investment advisors | 33.34K | 0.43% | $1.44M |
| Westwood group | 1.11M | 0.37% | $47.99M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cibc world market | 906.00K | 0.08% | 606.00K |
| Qube research | 201.01K | 0.01% | 189.95K |
| Jpmorgan chase | 331.55K | 0.00% | 141.72K |
| Ubs group | 130.41K | 0.00% | 96.14K |
| Boston partners | 283.78K | 0.01% | 83.69K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 2.94M | 0.02% | -516.43K |
| T. rowe price investment management | 2.31M | 0.06% | -230.78K |
| Goldman sachs group | 311.37K | 0.00% | -179.46K |
| Maltese capital management | 197.10K | 1.30% | -147.90K |
| Kennedy capital management | 367.01K | 0.35% | -103.61K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Weiss asset management lp | 33.80K | 0.03% | 33.80K | $1.46M |
| Jackson creek investment advisors | 33.34K | 0.43% | 33.34K | $1.44M |
| John w. rosenthal capital management | 22.77K | 0.91% | 22.77K | $980.69K |
| Campbell & co investment adviser | 22.22K | 0.07% | 22.22K | $956.97K |
| Balyasny asset management | 12.86K | 0.00% | 12.86K | $553.62K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Federated hermes | -13.00 |
| Front row advisors | -29.00 |
| Capital performance advisors llp | -109.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 151 | -1.95% | 33,432,963 | -11.23% | 87 | 0.90% | 76 | 13.43% | 49 | -20.97% |
| Sep 30, 2024 | 153 | 0.66% | 37,638,105 | 2.33% | 98 | 1.06% | 66 | -1.49% | 62 | 1.64% |
| Jun 30, 2024 | 147 | -2.65% | 36,764,425 | 4.95% | 96 | 1.14% | 64 | - | 61 | 1.67% |
| Mar 31, 2024 | 151 | 1.34% | 35,031,819 | 0.35% | 92 | 1.09% | 64 | -9.86% | 60 | 13.21% |
| Dec 31, 2023 | 149 | -1.97% | 34,909,972 | 3.26% | 91 | 1.16% | 71 | 22.41% | 53 | -22.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.36M | 6.18% | - |
| Victory Sycamore Small Company Opp R | 2.09M | 5.50% | -10.00K |
| Victory Small Cap Value CIT (Net 75) | 2.09M | 5.49% | -10.00K |
| T. Rowe Price Small-Cap Value | 1.28M | 3.36% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.19M | 3.14% | - |
| Vanguard US Total Market Shares ETF | 1.18M | 3.09% | - |
| Vanguard Small Cap Index | 970.54K | 2.55% | 798.00 |
| iShares Russell 2000 ETF | 934.96K | 2.45% | - |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 744.59K | 1.96% | -46.75K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 744.59K | 1.96% | -46.75K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 13, 2024 | Newfield Richard U Jr. | CHIEF RISK MNGMT OFFICER | Sell | $959.29K |
| Nov 08, 2024 | Kramer Valerie D. | Chief Digital Officer | Sell | $63.27K |
| Nov 11, 2024 | Kramer Valerie D. | Chief Digital Officer | Sell | $44.95K |
| Sep 03, 2024 | Randall Christopher S. | EVP, COMM. & SPECIALTY BANKING | Sell | $163.16K |
| Aug 26, 2024 | LANEY G. TIMOTHY | CHIEF EXECUTIVE OFFICER | Sell | $696.17K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 13 |
| 2024 Q2 | - | - |
NBHC Ownership FAQ
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