HolderBook

NATERA INC (NTRA)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

38
Reporting holders
$221.0M
Reported value
0.0%
Calls
0.0%
Puts
-815
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
ZEVENBERGEN CAPITAL INVESTMENTS LLC$94.0M227,4442.15%15q-10.6%-$11.2M
Artemis Investment Management LLP$83.2M201,3330.73%17q+0.6%+$515.0K
Systrade AG$20.7M50,00010.47%4qHELD
HWG Holdings LP$9.8M23,7722.27%newNEW
Roxbury Financial LLC$2.1M4,9791.58%8q-0.9%-$18.6K
TLWM$1.2M2,9730.20%11qHELD
Central Pacific Bank - Trust Division$1.2M2,7880.12%10q-19.7%-$283.1K
Farther Finance Advisors, LLC$953.9K2,3080.01%16q+0.7%+$7.0K
Wedmont Private Capital$732.0K1,8730.02%7q+5.9%+$41.0K
RIVERSEDGE ADVISORS, LLC$673.3K1,6290.08%4q+5.6%+$36.0K
Valeo Financial Advisors, LLC$627.0K1,5170.01%4q+1.1%+$7.0K
Whalen Wealth Management Inc.$590.6K1,4290.25%2q-27.4%-$222.4K
GAMMA Investing LLC$558.8K1,3520.02%12q+10.4%+$52.5K
Trinity Financial Advisors LLC$498.5K1,2060.13%newNEW
Avidian Wealth Enterprises, LLC$462.5K1,1190.01%2q+18.0%+$70.7K
ANB BANK$460.8K1,1150.16%8qHELD
Cooper Financial Group$457.9K1,1080.04%4q+35.1%+$119.0K
Vann Equity Management LLC$416.6K1,0080.25%3qHELD
Everhart Financial Group, Inc.$387.7K9380.02%2qHELD
Wealth Enhancement Trust Services, Inc.$352.6K8530.04%2q+2144.7%+$336.8K
Versant Capital Management, Inc$336.8K8150.03%10q+4.6%+$14.9K
Gerald Baker Financial Group LLC$310.0K7500.09%2qHELD
Apella Capital, LLC$300.2K7590.00%newNEW
Mirador Capital Partners LP$248.8K6020.03%newNEW
CoreCap Advisors, LLC$212.4K5140.01%8q+634.3%+$183.5K
MassMutual Private Wealth & Trust, FSB$60.3K1460.00%12q-9.3%-$6.2K
BURKETT FINANCIAL SERVICES, LLC$57.0K1380.02%newNEW
ELEVATION WEALTH PARTNERS, LLC$47.5K1150.01%2q+5.5%+$2.5K
Grove Bank & Trust$28.9K700.00%5qHELD
Marquette Asset Management, LLC$11.6K280.00%5qHELD
Retirement Wealth Solutions LLC$11.6K280.01%5q-3.4%
MJT & Associates Financial Advisory Group, Inc.$10.7K260.01%2q-10.3%-$1.2K
GILPIN WEALTH MANAGEMENT, LLC$3.7K90.00%3qHELD
GoalVest Advisory LLC$2.5K60.00%2qHELD
ARMSTRONG ADVISORY GROUP, INC$2.5K60.00%newNEW
Planning Strategies Inc.$2.5K60.00%2qHELD
GK Wealth Management LLC$2.1K50.00%newNEW
Davis Capital Management$1.2K30.00%5qHELD
Polaris Financial Partners$1142670.05%newFIRST
CX Institutional$581400.00%7qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/AT. Rowe Price Associates, Inc.6.3%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-15Rabinowitz MatthewEXECUTIVE CHAIRMANSold52,000$18.1M ×14
2026-06-01BOTHA ROELOFDirectorSold78,000$17.2M ×6
2026-09-14Rabinowitz MatthewEXECUTIVE CHAIRMANSold50,000$16.7M ×15
2026-09-11Rabinowitz MatthewEXECUTIVE CHAIRMANSold50,000$16.4M ×6
2026-06-15Rabinowitz MatthewEXECUTIVE CHAIRMANSold50,000$10.7M ×10
2026-06-12Rabinowitz MatthewEXECUTIVE CHAIRMANSold50,000$10.7M ×11
2026-06-04Chapman Steven LeonardCEO AND PRESIDENTSold41,124$9.1M ×14
2026-06-24RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICERSold33,600$8.5M ×4
2026-09-23Sheena JonathanDirector, OtherSold18,064$7.0M ×12
2026-07-01RABINOWITZ DANIELSEC. AND CHIEF LEGAL OFFICERSold16,800$4.6M ×12
2026-06-24ROSENMAN HERMDirectorSold16,530$4.1M
2026-08-07Sheena JonathanDirector, OtherSold9,150$2.9M ×10

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
Q3 202638$221.0M534,77071270.0%
Q2 2026853$39.5B142,476,8801573452322.1%
Q1 2026764$27.0B134,576,832802872531.1%
Q4 2025788$30.7B132,810,1581452722330.8%
Q3 2025690$23.2B142,408,3401042582221.4%
Q2 2025654$22.4B131,941,8871072621930.7%
Q1 2025599$18.8B130,550,7591062281891.7%
Q4 2024602$20.1B125,147,7031091822111.5%
Q3 2024499$16.1B126,344,743671711940.4%
Q2 2024479$14.0B128,897,659891781430.6%
Q1 2024420$12.0B130,778,399961431330.5%
Q4 2023357$7.9B124,085,607571271211.0%
Q3 2023324$5.1B115,743,070441091110.4%
Q2 2023318$5.4B109,794,95145119860.5%
Q1 2023330$6.2B111,086,66768106970.5%
Q4 2022282$4.4B108,540,36035135700.4%
Q3 2022287$4.2B93,780,6946194820.9%
Q2 2022255$3.3B92,240,33831102791.0%
Q1 2022282$3.8B92,596,22359115772.0%
Q4 2021330$8.6B92,317,613341231170.3%
Q3 2021348$10.3B91,979,002491341100.5%
Q2 2021342$9.7B85,350,923641101140.5%
Q1 2021322$8.7B85,205,582541021270.2%
Q4 2020305$8.5B84,901,36659104990.2%
Q3 2020251$5.9B81,991,2194993760.4%
Q2 2020220$3.9B77,917,7834996520.1%
Q1 2020191$2.3B78,049,1492574620.1%
Q4 2019202$2.5B72,930,2694388380.5%
Q3 2019164$2.2B66,313,5614752390.1%
Q2 2019137$2.0B71,342,6533954280.3%
Q1 2019123$1.2B55,890,0272147330.1%
Q4 2018121$781.6M55,982,2592310.0%