Nelnet Ownership | Who Owns Nelnet?
Nelnet Ownership Summary
Nelnet is owned by 32.46% institutional investors, 38.42% insiders, and 29.11% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.54% of NNI shares. DFA US Small Cap Value I is the top mutual fund, with 1.77% of its assets in Nelnet shares.
NNI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Nelnet | 32.46% | 38.42% | 29.11% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Credit Services Stocks | 49.87% | 8.04% | 42.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 2.06M | 5.54% | $207.61M |
| Magnolia group | 1.90M | 5.11% | $191.63M |
| Farmers & merchants investments | 1.19M | 3.20% | $119.86M |
| Blackrock | 1.14M | 3.06% | $114.80M |
| Vanguard group | 985.02K | 2.65% | $99.35M |
| State street | 380.43K | 1.02% | $38.37M |
| Geode capital management | 358.92K | 0.97% | $36.21M |
| Madison avenue partners, lp | 290.21K | 0.78% | $29.27M |
| General american investors | 243.41K | 0.66% | $24.55M |
| Sycale advisors (ny) | 232.90K | 0.63% | $23.49M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Magnolia group | 1.90M | 29.10% | $191.63M |
| Sycale advisors (ny) | 232.90K | 6.74% | $23.49M |
| Bandera partners | 127.00K | 4.64% | $12.81M |
| Farmers & merchants investments | 1.19M | 4.00% | $119.86M |
| Madison avenue partners, lp | 290.21K | 3.70% | $29.27M |
| Guardian wealth management | 46.43K | 3.58% | $4.68M |
| Dean capital management | 18.02K | 2.34% | $1.82M |
| Qvt financial lp | 229.66K | 2.18% | $23.16M |
| Lawson kroeker investment management inc/ne | 102.59K | 2.00% | $10.35M |
| Denali advisors | 64.51K | 1.78% | $6.51M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.14M | 0.00% | 87.83K |
| Renaissance | 46.20K | 0.01% | 46.20K |
| Goldman sachs group | 68.35K | 0.00% | 44.18K |
| Jane street group | 37.11K | 0.00% | 33.66K |
| Geode capital management | 358.92K | 0.00% | 26.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 985.02K | 0.00% | -328.55K |
| Empyrean capital partners, lp | - | - | -215.00K |
| Sycale advisors (ny) | 232.90K | 6.74% | -76.19K |
| Hrt financial lp | - | - | -41.34K |
| Dimensional fund advisors lp | 2.06M | 0.05% | -25.01K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 10.20K | 0.00% | 10.20K | $1.03M |
| Corebridge financial | 7.79K | 0.00% | 7.79K | $785.70K |
| State of wisconsin investment board | 4.18K | 0.00% | 4.18K | $421.90K |
| Rmr capital management | 3.04K | 0.28% | 3.04K | $306.11K |
| Clearalpha technologies lp | 3.00K | 0.10% | 3.00K | $302.78K |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Federated hermes | -6.00 |
| Newedge advisors | -6.00 |
| Quarry lp | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 158 | -1.86% | 11,826,719 | 0.70% | 32 | 3.14% | 73 | -12.05% | 45 | -6.25% |
| Jun 30, 2024 | 158 | 2.60% | 11,740,393 | -2.77% | 31 | 2.99% | 81 | 22.73% | 47 | -21.67% |
| Mar 31, 2024 | 154 | -3.14% | 12,075,360 | -2.28% | 32 | 2.97% | 66 | -14.29% | 60 | 1.69% |
| Dec 31, 2023 | 159 | 6.71% | 12,357,613 | -0.58% | 33 | 3.01% | 77 | 18.46% | 59 | 11.32% |
| Sep 30, 2023 | 149 | 2.76% | 12,429,093 | -0.61% | 33 | 2.98% | 65 | 3.17% | 53 | 3.92% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| DFA US Small Cap Value I | 643.36K | 1.77% | -6.68K |
| iShares Russell 2000 ETF | 417.57K | 1.15% | -868.00 |
| Vanguard Total Stock Mkt Idx Inv | 338.44K | 0.93% | -4.58K |
| Vanguard Small Cap Index | 289.20K | 0.80% | 550.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 261.94K | 0.72% | -2.74K |
| DFA US Targeted Value I | 261.32K | 0.72% | -3.62K |
| DFA US Small Cap I | 232.94K | 0.64% | - |
| Dimensional US Targeted Value ETF | 196.90K | 0.54% | - |
| Vanguard Small Cap Value Index Inv | 195.15K | 0.54% | -68.00 |
| Fidelity Small Cap Index | 143.44K | 0.40% | -3.60K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 15, 2024 | Van Deun Jona M | - | Sell | $48.54K |
| Nov 13, 2024 | Munn William J | Secy/Chief Legal Off/Gen Coun | Sell | $272.23K |
| Jun 06, 2024 | Farrell Kathleen Anne | - | Sell | $172.94K |
| Aug 31, 2023 | Munn William J | Secy/Chief Legal Off/Gen Coun | Sell | $228.25K |
| Aug 15, 2023 | Van Deun Jona M | - | Sell | $74.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
NNI Ownership FAQ
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