HolderBook

NLI HOLDINGS INC (NL)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

79
Reporting holders
$33.2M
Reported value
11.3%
Of shares outstanding
1.1%
Held as options
+8
Holder change

Institutions report 5,513,545 shares against 48,898,734 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
DIMENSIONAL FUND ADVISORS LP$12.2M2,058,1350.00%31q-1.5%-$184.7K
BlackRock, Inc.$3.2M540,1040.00%8q+2.0%+$61.9K
VANGUARD CAPITAL MANAGEMENT LLC$1.9M324,9890.00%2q+1.2%+$22.6K
Aristides Capital LLC$1.9M312,9620.36%27q-25.0%-$619.1K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.9M310,9930.03%31q-4.6%-$89.2K
MILLENNIUM MANAGEMENT LLC$1.5M257,9680.00%5q+1170.2%+$1.4M
GEODE CAPITAL MANAGEMENT, LLC$1.3M217,4270.00%31q-3.2%-$42.2K
Empowered Funds, LLC$1.3M217,1310.01%2q-6.5%-$89.2K
RENAISSANCE TECHNOLOGIES LLC$1.1M182,7140.00%31q+12.5%+$120.5K
STATE STREET CORP$796.0K133,7770.00%31qHELD
SEGALL BRYANT & HAMILL, LLC$554.6K93,2090.01%6qHELD
NORTHERN TRUST CORP$505.6K84,9730.00%31q+3.5%+$17.0K
MORGAN STANLEY$493.4K82,9210.00%35q+16.5%+$70.0K
Bank of New York Mellon Corp$395.8K66,5140.00%31q+2.7%+$10.5K
GOLDMAN SACHS GROUP INC$355.4K59,7300.00%8q-15.4%-$64.5K
Connor, Clark & Lunn Investment Management Ltd.$347.6K58,4150.00%20q+17.7%+$52.2K
VANGUARD PORTFOLIO MANAGEMENT LLC$332.8K55,9360.00%2q+15.2%+$43.9K
VANGUARD FIDUCIARY TRUST CO$302.6K50,8500.00%2q+1.2%+$3.5K
Squarepoint Ops LLC$287.8K48,3760.00%4q+231.8%+$201.1K
CITADEL ADVISORS LLC$232.2K11,7170.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$199.9Koptions only0.00%2qOPTIONS
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$165.6K27,8240.00%9q-15.8%-$31.2K
PANAGORA ASSET MANAGEMENT INC$160.9K27,0370.00%newNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$150.7K25,3350.00%31qHELD
Sixth Street Partners Management Company, L.P.$150.7K25,3350.00%newNEW
Byrne Asset Management LLC$143.4K24,1000.08%newNEW
MONEY CONCEPTS CAPITAL CORP$96.3K16,1800.00%2q+2.9%+$2.7K
AQR CAPITAL MANAGEMENT LLC$95.9K16,1220.00%newNEW
JANE STREET GROUP, LLC$94.1K15,8090.00%newNEW
RHUMBLINE ADVISERS$83.7K14,0630.00%31q+2.2%+$1.8K
BNP PARIBAS FINANCIAL MARKETS$76.5K12,8490.00%31q+630.9%+$66.0K
RAYMOND JAMES FINANCIAL INC$74.4K12,5000.00%7q-87.9%-$538.8K
LEVIN CAPITAL STRATEGIES, L.P.$70.2K11,8030.00%newNEW
XTX Topco Ltd$67.8K11,3950.00%newNEW
ALLIANCEBERNSTEIN L.P.$66.8K11,4550.00%5q+11.8%+$7.1K
Nuveen, LLC$60.1K10,1050.00%6qHELD
DEUTSCHE BANK AG\$49.4K8,3060.00%newNEW
WELLS FARGO & COMPANY/MN$42.4K7,1240.00%31q+11.9%+$4.5K
Russell Investments Group, Ltd.$42.3K7,1070.00%11q+429.2%+$34.3K
NEW YORK STATE COMMON RETIREMENT FUND$37.3K6,2760.00%31qHELD
UBS Group AG$33.5K5,6320.00%31q-37.8%-$20.3K
Founders Capital Management$29.8K5,0000.01%29qHELD
FMR LLC$25.7K4,3200.00%27q+2.7%
BARCLAYS PLC$24.4K4,1040.00%31q+58.2%+$9.0K
JPMORGAN CHASE & CO$23.4K3,7570.00%31q-7.5%-$1.9K
CITIGROUP INC$23.4K3,9390.00%31q+904.8%+$21.1K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$23.3K3,9160.00%9q-8.8%-$2.2K
Vanguard Global Advisers, LLC$20.9K3,5160.00%2qHELD
Police & Firemen's Retirement System of New Jersey$19.4K3,2630.00%5qHELD
ROYAL BANK OF CANADA$19.0K3,1270.00%16q+478.0%+$15.7K
Tower Research Capital LLC (TRC)$18.7K3,1510.00%25q-36.6%-$10.8K
Institute for Wealth Management, LLC.$13.1K2,2000.00%newNEW
GROUP ONE TRADING LLC$12.5K2000.00%6qHELD
IFP Advisors, Inc$10.6K1,7820.00%20q+0.9%
PNC Financial Services Group, Inc.$8.7K1,4670.00%9qHELD
Global Retirement Partners, LLC$5.3K8900.00%4q+3.4%
Legal & General Group Plc$4.3K7230.00%31qHELD
MERCER GLOBAL ADVISORS INC /ADV$3.2K5450.00%newNEW
Ameritas Investment Partners, Inc.$3.2K5320.00%31qHELD
Curated Wealth Partners LLC$2.9K17,9160.00%newNEW
Hilltop National Bank$2.8K4730.00%9qHELD
GAMMA Investing LLC$1.7K2780.00%2q+148.2%
EverSource Wealth Advisors, LLC$1.2K1950.00%11q+0.5%
SBI Securities Co., Ltd.$9701630.00%7q+5.2%
Sterling Capital Management LLC$9401580.00%8q-43.4%
Integrated Wealth Concepts LLC$7871320.00%newNEW
MARK SHEPTOFF FINANCIAL PLANNING, LLC$5951000.00%4qHELD
Smartleaf Asset Management LLC$456730.00%9qHELD
OSAIC HOLDINGS, INC.$434730.00%22q+461.5%
Quarry LP$399670.00%newNEW
Allworth Financial LP$375630.00%2q+425.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$262440.00%2qHELD
Arax Advisory Partners$256430.00%newNEW
GSA CAPITAL PARTNERS LLP$23940,2450.02%5q+2.7%
Essential Partners LLC$131220.00%5q+57.1%
ROTHSCHILD INVESTMENT LLC$101170.00%3q+325.0%
Optiver Holding B.V.$3660.00%4q-92.3%
CANADA LIFE ASSURANCE Co$345,7880.00%7q-7.0%
Caitong International Asset Management Co., Ltd$2440.00%newNEW
Farther Finance Advisors, LLC$1220.00%3q-98.8%
HUNTINGTON NATIONAL BANK$610.00%15qHELD
SJS Investment Consulting Inc.$610.00%newNEW
HARBOR CAPITAL ADVISORS, INC.$23790.00%8q+14.5%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202679$33.2M5,513,5451730151.1%
Q1 202671$31.1M5,308,5921116200.4%
Q4 202563$28.5M5,148,574422201.1%
Q3 202563$33.6M5,412,834518201.1%
Q2 202564$34.8M5,426,543619260.1%
Q1 202560$43.8M5,540,059518190.1%
Q4 202457$41.9M5,395,044421120.0%
Q3 202460$39.5M5,288,116422130.5%
Q2 202459$33.6M5,553,4681016170.4%
Q1 202451$39.9M5,163,052512185.2%
Q4 202348$30.8M5,028,393321108.4%
Q3 202346$25.2M4,945,712315176.8%
Q2 202348$29.4M5,050,741515165.1%
Q1 202342$31.5M4,910,047218115.6%
Q4 202240$18.9M2,590,175510136.6%
Q3 202261$42.2M5,239,7921122103.9%
Q2 202256$54.6M4,976,8766181710.1%
Q1 202257$38.9M4,839,9418112010.5%
Q4 202152$37.2M4,883,213419122.9%
Q3 202151$27.7M4,728,152314171.8%
Q2 202149$31.5M4,780,974613231.2%
Q1 202153$36.4M4,879,794910170.0%
Q4 202044$23.9M4,999,10031890.0%
Q3 202043$20.9M4,898,395312160.3%
Q2 202048$16.1M4,715,375618100.0%
Q1 202045$13.8M4,647,830315130.0%
Q4 201947$18.6M4,751,387217140.2%
Q3 201949$16.2M4,285,705515150.3%
Q2 201949$15.7M4,284,316719100.2%
Q1 201947$16.5M4,265,46238170.0%
Q4 201848$15.5M4,411,5101110.0%