Northern Trust Ownership | Who Owns Northern Trust?
Northern Trust Ownership Summary
Northern Trust is owned by 83.49% institutional investors, 0.61% insiders, and 15.90% retail investors. Vanguard group is the largest institutional shareholder, holding 11.22% of NTRS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.05% of its assets in Northern Trust shares.
NTRS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Northern Trust | 83.49% | 0.61% | 15.90% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 22.95M | 11.22% | $1.93B |
| Fmr | 16.64M | 8.13% | $1.40B |
| Blackrock | 15.54M | 7.60% | $1.31B |
| State street | 8.81M | 4.30% | $746.08M |
| Massachusetts financial services co /ma/ | 7.41M | 3.62% | $622.60M |
| Primecap management co/ca/ | 7.05M | 3.44% | $591.79M |
| Northern trust | 5.76M | 2.82% | $483.90M |
| Geode capital management | 4.90M | 2.39% | $410.37M |
| State farm mutual automobile insurance | 4.41M | 2.16% | $370.34M |
| Goldman sachs group | 4.16M | 2.03% | $349.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nuance investments | 2.28M | 5.86% | $191.66M |
| Speece thorson capital group | 161.79K | 2.78% | $13.59M |
| Garland capital management | 45.90K | 2.73% | $3.86M |
| Ariel investments | 2.64M | 2.40% | $222.06M |
| Wilkins investment counsel | 155.57K | 1.95% | $13.07M |
| Polaris capital management | 396.10K | 1.78% | $33.26M |
| Continental advisors | 42.80K | 1.58% | $3.59M |
| Heartland advisors | 282.62K | 1.33% | $23.73M |
| Aia group | 537.58K | 1.32% | $45.15M |
| Marble harbor investment counsel | 121.46K | 1.20% | $10.20M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 16.64M | 0.09% | 4.46M |
| Norges bank | 1.12M | 0.01% | 1.12M |
| Massachusetts financial services co /ma/ | 7.41M | 0.19% | 850.56K |
| Jpmorgan chase | 3.85M | 0.03% | 497.22K |
| Panagora asset management | 399.93K | 0.17% | 391.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 3.25M | 0.05% | -1.58M |
| Balyasny asset management | - | - | -1.34M |
| Citadel advisors | 61.20K | 0.00% | -701.20K |
| Fiduciary management inc /wi/ | 1.53M | 1.19% | -495.07K |
| Goldman sachs group | 4.16M | 0.06% | -456.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.12M | 0.01% | 1.12M | $93.65M |
| Pinebridge investments | 257.80K | 0.17% | 257.80K | $21.65M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 82.05K | 0.08% | 82.05K | $6.89M |
| Corebridge financial | 52.26K | 0.02% | 52.26K | $4.39M |
| Dai-ichi life insurance company | 51.41K | 0.11% | 51.41K | $4.32M |
Sold Out
| Holder | Change |
|---|---|
| Colonial trust advisors | -2.00 |
| Tctc | -3.00 |
| Kayne anderson rudnick investment management | -5.00 |
| Redwood wealth management group | -5.00 |
| Financial gravity asset management | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 727 | 3.41% | 166,931,041 | 0.18% | 83 | 1.24% | 327 | 6.17% | 259 | 2.78% |
| Jun 30, 2024 | 698 | 0.43% | 165,451,327 | -0.26% | 80 | 1.23% | 305 | -2.56% | 251 | 9.13% |
| Mar 31, 2024 | 695 | 1.16% | 165,889,916 | -2.81% | 81 | 1.18% | 313 | 1.29% | 230 | -7.26% |
| Dec 31, 2023 | 687 | 4.41% | 170,688,568 | 2.28% | 82 | 1.27% | 309 | 14.87% | 248 | -3.13% |
| Sep 30, 2023 | 658 | -3.24% | 166,879,161 | -2.10% | 80 | 1.20% | 269 | -9.73% | 256 | 11.30% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 6.04M | 3.05% | -18.65K |
| Vanguard Institutional 500 Index Trust | 5.34M | 2.70% | 62.08K |
| Vanguard Mid Cap Index Institutional | 4.06M | 2.05% | 7.33K |
| Strategic Advisers Fidelity US TtlStk | 2.80M | 1.41% | 128.88K |
| SPDR® S&P 500® ETF Trust | 2.48M | 1.25% | -13.80K |
| Fidelity 500 Index | 2.48M | 1.25% | -41.80K |
| iShares Core S&P 500 ETF | 2.28M | 1.15% | 7.02K |
| Vanguard PRIMECAP Inv | 2.09M | 1.06% | 56.60K |
| Vanguard Capital Opportunity Inv | 2.06M | 1.04% | 18.70K |
| American Century U.S. Mid Cap Value | 1.97M | 0.98% | 108.01K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 29, 2024 | FRADKIN STEVEN L | Vice Chairman | Sell | $505.05K |
| Nov 29, 2024 | FRADKIN STEVEN L | Vice Chairman | Sell | $505.10K |
| Nov 07, 2024 | South Thomas A | Executive Vice President | Sell | $529.00K |
| Nov 07, 2024 | Cherecwich Peter | Chief Operating Officer | Sell | $1.70M |
| Oct 25, 2024 | Levy Susan Cohen | EVP and General Counsel | Sell | $2.00M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 9 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | 4 | - |
NTRS Ownership FAQ
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