National Bank Ownership | Who Owns National Bank?
National Bank Ownership Summary
National Bank is owned by 96.98% institutional investors, 2.20% insiders, and 0.82% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.44% of NBHC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.95% of its assets in National Bank shares.
NBHC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Bank | 96.98% | 2.20% | 0.82% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 54.07% | 12.53% | 33.40% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.50M | 14.44% | $212.51M |
| Blackrock | 5.48M | 14.40% | $213.81M |
| Vanguard group | 4.12M | 10.81% | $159.02M |
| Wellington management group llp | 2.94M | 7.69% | $126.72M |
| Dimensional fund advisors lp | 2.07M | 5.45% | $80.15M |
| T. rowe price investment management | 2.01M | 5.27% | $75.51M |
| Victory capital management | 1.94M | 5.11% | $75.14M |
| State street | 1.67M | 4.40% | $65.31M |
| Westwood group | 1.57M | 4.13% | $59.08M |
| Segall bryant & hamill | 964.26K | 2.53% | $37.26M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jacobs asset management | 170.00K | 3.60% | $6.57M |
| Maltese capital management | 405.00K | 2.14% | $15.23M |
| Aristotle capital boston | 755.79K | 1.45% | $28.43M |
| Squire investment management company | 106.98K | 1.35% | $4.13M |
| John w. rosenthal capital management | 26.07K | 0.97% | $1.01M |
| Leeward investments, llc - ma | 441.72K | 0.87% | $17.07M |
| Numerai gp | 119.30K | 0.65% | $4.49M |
| Westwood group | 1.57M | 0.52% | $59.08M |
| Segall bryant & hamill | 964.26K | 0.50% | $37.26M |
| Jackson hole capital partners | 48.34K | 0.32% | $1.87M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | 669.49K | 0.04% | 669.49K |
| Cibc world market | 906.00K | 0.08% | 606.00K |
| Deprince race & zollo | 368.53K | 0.29% | 368.53K |
| Nuveen | 748.91K | 0.01% | 197.19K |
| Jacobs asset management | 170.00K | 3.60% | 170.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Victory capital management | 1.94M | 0.04% | -864.66K |
| Wellington management group llp | 2.94M | 0.02% | -516.43K |
| Boston partners | 117.59K | 0.00% | -388.97K |
| T. rowe price investment management | 2.01M | 0.05% | -265.26K |
| Goldman sachs group | 311.37K | 0.00% | -179.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Assenagon asset management | 669.49K | 0.04% | 669.49K | $25.87M |
| Jacobs asset management | 170.00K | 3.60% | 170.00K | $6.57M |
| Basswood capital management | 46.96K | 0.08% | 46.96K | $1.77M |
| Walleye capital | 12.74K | 0.00% | 12.74K | $479.26K |
| Entrypoint capital | 11.98K | 0.18% | 11.98K | $463.02K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Ifp advisors | -4.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Stephens consulting | -10.00 |
| Steward partners investment advisory | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 186 | 3.33% | 36,925,700 | 0.03% | 96 | 1.03% | 98 | 18.07% | 60 | -13.04% |
| Mar 31, 2025 | 180 | 6.51% | 36,913,184 | -0.44% | 96 | 1.03% | 83 | -3.49% | 69 | 30.19% |
| Dec 31, 2024 | 151 | -1.95% | 33,432,963 | -11.23% | 87 | 0.90% | 76 | 13.43% | 49 | -20.97% |
| Sep 30, 2024 | 153 | 0.66% | 37,638,105 | 2.33% | 98 | 1.06% | 66 | -1.49% | 62 | 1.64% |
| Jun 30, 2024 | 147 | -2.65% | 36,764,425 | 4.95% | 96 | 1.14% | 64 | - | 61 | 1.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.26M | 5.95% | - |
| Victory Small Cap Value CIT (Net 75) | 2.09M | 5.49% | -10.00K |
| Victory Sycamore Small Company Opp R | 2.08M | 5.45% | -50.00K |
| Vanguard Total Stock Mkt Idx Inv | 1.19M | 3.12% | -26.30K |
| Vanguard US Total Market Shares ETF | 1.18M | 3.09% | - |
| Vanguard Small Cap Index | 924.28K | 2.43% | -6.16K |
| iShares Russell 2000 ETF | 891.37K | 2.34% | - |
| T. Rowe Price Small-Cap Value | 825.34K | 2.17% | -243.19K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 740.68K | 1.95% | -3.91K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 685.33K | 1.80% | -55.34K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 11, 2025 | Spring Maria F | - | Sell | $230.79K |
| May 27, 2025 | Spring Maria F | - | Sell | $43.20K |
| Nov 13, 2024 | Newfield Richard U Jr. | CHIEF RISK MNGMT OFFICER | Sell | $959.29K |
| Nov 08, 2024 | Kramer Valerie D. | Chief Digital Officer | Sell | $63.27K |
| Nov 11, 2024 | Kramer Valerie D. | Chief Digital Officer | Sell | $44.95K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 13 |
NBHC Ownership FAQ
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