Nelnet Ownership | Who Owns Nelnet?

Nelnet Ownership Summary

Nelnet is owned by 32.81% institutional investors, 38.42% insiders, and 28.77% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.48% of NNI shares. DFA US Small Cap Value I is the top mutual fund, with 1.70% of its assets in Nelnet shares.

NNI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Nelnet	32.81%	38.42%	28.77%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Credit Services Stocks	39.92%	8.89%	51.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	2.00M	5.48%	$213.40M
Magnolia group	1.90M	5.22%	$202.94M
Vanguard group	1.35M	3.70%	$143.95M
Farmers & merchants investments	1.19M	3.26%	$126.84M
Blackrock funding, inc. /de	1.16M	3.19%	$124.06M
Blackrock	1.14M	3.06%	$114.80M
Proficio capital partners	482.25K	1.32%	$482.25K
State street	380.43K	1.02%	$38.37M
Geode capital management	361.55K	0.99%	$38.63M
Madison avenue partners, lp	290.21K	0.80%	$31.00M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Magnolia group	1.90M	34.81%	$202.94M
Sycale advisors (ny)	258.04K	7.14%	$27.56M
Bandera partners	127.00K	5.16%	$13.56M
Farmers & merchants investments	1.19M	3.98%	$126.84M
Madison avenue partners, lp	290.21K	3.28%	$31.00M
Guardian wealth management	44.16K	3.21%	$4.72M
Qvt financial lp	229.66K	2.19%	$24.53M
Lawson kroeker investment management inc/ne	102.96K	2.07%	$11.00M
General american investors	243.41K	1.80%	$26.00M
Western standard	24.47K	1.74%	$2.61M

Top Buyers

Holder	Shares	% Assets	Change
Proficio capital partners	482.25K	0.04%	479.39K
Vanguard group	1.35M	0.00%	99.89K
Blackrock	1.14M	0.00%	87.83K
Ubs group	86.30K	0.00%	67.61K
Sycale advisors (ny)	258.04K	7.14%	54.38K

Top Sellers

Holder	Shares	% Assets	Change
Empyrean capital partners, lp	-	-	-215.00K
Hrt financial lp	-	-	-41.34K
Dimensional fund advisors lp	2.00M	0.05%	-35.23K
Deutsche bank ag\	12.64K	0.00%	-33.64K
Alliancebernstein	19.44K	0.00%	-33.43K

New Positions

Holder	Shares	% Assets	Change	Value
Western standard	24.47K	1.74%	24.47K	$2.61M
Weiss asset management lp	15.26K	0.03%	15.26K	$1.63M
Acadian asset management	5.84K	0.00%	5.84K	$623.00K
Allianz asset management gmbh	4.63K	0.00%	4.63K	$494.74K
Two sigma investments, lp	3.90K	0.00%	3.90K	$416.56K

Sold Out

Holder	Change
Tfo-tdc	-1.00
Claris advisors, llc / mo /	-2.00
Nelson, van denburg & campbell wealth management group	-2.00
Rothschild investment	-5.00
Newedge advisors	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	163	3.16%	11,952,192	1.06%	32	3.11%	79	8.22%	47	4.44%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
DFA US Small Cap Value I	619.94K	1.70%	-3.64K
Vanguard Total Stock Mkt Idx Inv	390.79K	1.08%	495.00
iShares Russell 2000 ETF	385.15K	1.06%	-3.35K
Vanguard US Total Market Shares ETF	343.02K	0.95%	89.48K
Vanguard Small Cap Index	327.08K	0.90%	273.00
Vanguard Institutional Extnd Mkt Idx Tr	263.56K	0.73%	2.69K
DFA US Targeted Value I	253.59K	0.70%	-
DFA US Small Cap I	225.39K	0.62%	-3.59K
Vanguard Small Cap Value Index Inv	215.22K	0.59%	-966.00
Dimensional US Targeted Value ETF	187.39K	0.52%	-

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
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	2
2024 Q3	-	-
2024 Q2	-	1

NNI Ownership FAQ

Who Owns Nelnet?

Nelnet shareholders are primarily institutional investors at 32.81%, followed by 38.42% insiders and 28.77% retail investors. The average institutional ownership in Nelnet's industry, Credit Services Stocks, is 39.92%, which Nelnet falls below.

Who owns the most shares of Nelnet?

Nelnet’s largest shareholders are Dimensional fund advisors lp (2M shares, 5.48%), Magnolia group (1.9M shares, 5.22%), and Vanguard group (1.35M shares, 3.70%). Together, they hold 14.40% of Nelnet’s total shares outstanding.

Does Blackrock own Nelnet?

Yes, BlackRock owns 3.06% of Nelnet, totaling 1.14M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 114.8M$. In the last quarter, BlackRock increased its holdings by 87.83K shares, a 8.36% change.

Who is Nelnet’s biggest shareholder by percentage of total assets invested?

Magnolia group is Nelnet’s biggest shareholder by percentage of total assets invested, with 34.81% of its assets in 1.9M Nelnet shares, valued at 202.94M$.

Who is the top mutual fund holder of Nelnet shares?

DFA US Small Cap Value I is the top mutual fund holder of Nelnet shares, with 1.70% of its total shares outstanding invested in 619.94K Nelnet shares.

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