National Bank Ownership 2024 | Who Owns National Bank Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

49.19%

Insider Ownership

2.29%

Retail Ownership

48.52%

Institutional Holders

85.00

National Bank Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.14.61%0.00%5,552,436130,7002.41%200,276,367Mar 31, 2024
VANGUARD GROUP INC11.08%0.00%4,213,593-6,752-0.16%151,984,300Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP9.87%0.02%3,752,635-152,352-3.90%135,357,544Mar 31, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.7.39%0.06%2,810,009-226,208-7.45%101,358,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP4.69%0.02%1,782,499103,9626.19%64,294,737Mar 31, 2024
STATE STREET CORP4.53%0.00%1,722,29466,6024.02%62,123,145Mar 31, 2024
ARISTOTLE CAPITAL BOSTON, LLC3.23%1.35%1,228,969-31,865-2.53%44,328,913Mar 31, 2024
SEGALL BRYANT & HAMILL, LLC2.91%0.75%1,106,824-4,590-0.41%39,923,142Mar 31, 2024
DEPRINCE RACE & ZOLLO INC2.63%0.77%998,079471,75789.63%36,000,709Mar 31, 2024
WESTWOOD HOLDINGS GROUP INC2.46%0.27%935,11919,0162.08%33,730,000Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC2.44%0.05%925,700-1,200-0.13%33,390,000Mar 31, 2024
BANK OF NEW YORK MELLON CORP2.17%0.01%826,061-49,632-5.67%29,796,031Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.17%0.00%822,98426,0933.27%29,689,956Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.54%0.43%584,139-62,570-9.68%21,069,894Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC1.45%0.01%552,661-23,892-4.14%19,934,483Mar 31, 2024
RUSSELL INVESTMENTS GROUP, LTD.1.26%0.03%478,748223,50587.57%17,268,437Mar 31, 2024
NORTHERN TRUST CORP1.11%0.00%422,510-14,420-3.30%15,239,937Mar 31, 2024
GOLDMAN SACHS GROUP INC1.05%0.00%399,13741,77611.69%14,396,871Mar 31, 2024
MALTESE CAPITAL MANAGEMENT LLC0.99%2.61%375,800128,66652.06%13,555,106Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.90%0.00%343,14231,54010.12%12,377,131Mar 31, 2024

National Bank's largest institutional shareholder is BLACKROCK INC., holding 14.61% of the company's total share outstanding, currently valued at $200.28M. The top 10 institutional shareholders own together 63.40% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MALTESE CAPITAL MANAGEMENT LLC0.99%2.61%375,800128,66652.06%13,555,106Mar 31, 2024
JACKSON HOLE CAPITAL PARTNERS, LLC0.80%2.49%305,759-165,780-35.16%11,028,727Mar 31, 2024
ELIZABETH PARK CAPITAL ADVISORS, LTD.0.17%1.90%63,491-1,248-1.93%2,290,120Mar 31, 2024
ARISTOTLE CAPITAL BOSTON, LLC3.23%1.35%1,228,969-31,865-2.53%44,328,913Mar 31, 2024
ENDEAVOUR CAPITAL ADVISORS INC0.18%0.84%67,083--2,419,684Mar 31, 2024
DEPRINCE RACE & ZOLLO INC2.63%0.77%998,079471,75789.63%36,000,709Mar 31, 2024
SEGALL BRYANT & HAMILL, LLC2.91%0.75%1,106,824-4,590-0.41%39,923,142Mar 31, 2024
RK CAPITAL MANAGEMENT, LLC0.25%0.69%94,85194,851100.00%3,421,276Mar 31, 2024
RANGE FINANCIAL GROUP LLC0.09%0.64%34,1335,40018.79%1,231,177Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.54%0.43%584,139-62,570-9.68%21,069,894Mar 31, 2024
LEEWARD INVESTMENTS, LLC - MA0.57%0.35%216,010-9,324-4.14%7,791,481Mar 31, 2024
WESTWOOD HOLDINGS GROUP INC2.46%0.27%935,11919,0162.08%33,730,000Mar 31, 2024
EJF CAPITAL LLC0.03%0.25%9,802-912-8.51%353,558Mar 31, 2024
KEELEY-TETON ADVISORS, LLC0.13%0.21%48,1035,48612.87%1,735,075Mar 31, 2024
PEREGRINE CAPITAL MANAGEMENT LLC0.54%0.21%205,650-12,390-5.68%7,417,796Mar 31, 2024
TRUE NORTH ADVISORS, LLC0.04%0.14%13,966--503,754Mar 31, 2024
MOODY NATIONAL BANK TRUST DIVISION0.06%0.07%24,458--882,200Mar 31, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.7.39%0.06%2,810,009-226,208-7.45%101,358,000Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC2.44%0.05%925,700-1,200-0.13%33,390,000Mar 31, 2024
FRAGASSO GROUP INC.0.03%0.03%10,133--365,497Mar 31, 2024

The largest National Bank shareholder by % of total assets is MALTESE CAPITAL MANAGEMENT LLC. The company owns 375.80K shares of National Bank (NBHC), representing 2.61% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DEPRINCE RACE & ZOLLO INC2.63%0.77%998,079471,75789.63%36,000,709Mar 31, 2024
RUSSELL INVESTMENTS GROUP, LTD.1.26%0.03%478,748223,50587.57%17,268,437Mar 31, 2024
BOSTON PARTNERS0.53%0.01%200,094176,375743.60%7,211,042Mar 31, 2024
BLACKROCK INC.14.61%0.00%5,552,436130,7002.41%200,276,367Mar 31, 2024
MALTESE CAPITAL MANAGEMENT LLC0.99%2.61%375,800128,66652.06%13,555,106Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP4.69%0.02%1,782,499103,9626.19%64,294,737Mar 31, 2024
RK CAPITAL MANAGEMENT, LLC0.25%0.69%94,85194,851100.00%3,421,276Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.39%0.00%148,29978,567112.67%5,349,145Mar 31, 2024
STATE STREET CORP4.53%0.00%1,722,29466,6024.02%62,123,145Mar 31, 2024
GOLDMAN SACHS GROUP INC1.05%0.00%399,13741,77611.69%14,396,871Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS0.25%0.01%95,89032,28850.77%3,458,000Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.90%0.00%343,14231,54010.12%12,377,131Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.17%0.00%822,98426,0933.27%29,689,956Mar 31, 2024
INVESCO LTD.0.29%0.00%108,79323,89628.15%3,924,163Mar 31, 2024
WESTWOOD HOLDINGS GROUP INC2.46%0.27%935,11919,0162.08%33,730,000Mar 31, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS0.08%0.01%29,84918,911172.89%1,077,000Mar 31, 2024
FIRST TRUST ADVISORS LP0.22%0.00%84,90717,45925.89%3,062,595Mar 31, 2024
UBS GROUP AG0.08%0.00%29,07117,135143.56%1,048,591Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.04%0.00%14,62914,629100.00%527,668Mar 31, 2024
RHUMBLINE ADVISERS0.33%0.00%125,81211,4199.98%4,538,015,000Mar 31, 2024

As of Mar 31 2024, National Bank's largest institutional buyer is DEPRINCE RACE & ZOLLO INC. The company purchased 471.76K stocks of NBHC, valued at $36.00M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.7.39%0.06%2,810,009-226,208-7.45%101,358,000Mar 31, 2024
JACKSON HOLE CAPITAL PARTNERS, LLC0.80%2.49%305,759-165,780-35.16%11,028,727Mar 31, 2024
FJ CAPITAL MANAGEMENT LLC----162,084-100.00%-Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP9.87%0.02%3,752,635-152,352-3.90%135,357,544Mar 31, 2024
CIBC WORLD MARKET INC.----149,600-100.00%-Mar 31, 2024
MORGAN STANLEY0.67%0.00%253,826-143,966-36.19%9,155,553Mar 31, 2024
HSBC HOLDINGS PLC0.30%0.00%114,538-120,730-51.32%4,131,375Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.04%0.00%15,112-102,933-87.20%545,090Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.54%0.43%584,139-62,570-9.68%21,069,894Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.01%0.00%2,926-57,598-95.17%105,554Mar 31, 2024
BANK OF NEW YORK MELLON CORP2.17%0.01%826,061-49,632-5.67%29,796,031Mar 31, 2024
GSA CAPITAL PARTNERS LLP----48,962-100.00%-Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.03%0.00%11,484-37,668-76.64%414,228Mar 31, 2024
ARISTOTLE CAPITAL BOSTON, LLC3.23%1.35%1,228,969-31,865-2.53%44,328,913Mar 31, 2024
CITADEL ADVISORS LLC----29,725-100.00%-Mar 31, 2024
JANE STREET GROUP, LLC0.02%0.00%9,446-25,063-72.63%340,717Mar 31, 2024
TUDOR INVESTMENT CORP ET AL----24,781-100.00%-Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC1.45%0.01%552,661-23,892-4.14%19,934,483Mar 31, 2024
BARCLAYS PLC0.22%0.00%82,640-21,455-20.61%2,980,000Mar 31, 2024
EMERALD MUTUAL FUND ADVISERS TRUST----18,534-100.00%-Mar 31, 2024

As of Mar 31 2024, National Bank's biggest institutional seller is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company sold -0.23M shares of NBHC, valued at $101.36M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RK CAPITAL MANAGEMENT, LLC0.25%0.69%94,85194,851100.00%3,421,276Mar 31, 2024
FRANKLIN RESOURCES INC0.03%0.00%11,17511,175100.00%403,082Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.03%0.00%10,60010,600100.00%382,342Mar 31, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC0.03%0.00%10,15310,153100.00%366,219Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.02%0.00%6,9636,963100.00%251,155Mar 31, 2024
JOHNSON INVESTMENT COUNSEL INC0.02%0.00%6,2396,239100.00%225,041Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.02%0.00%6,1786,178100.00%222,840Mar 31, 2024
JUMP FINANCIAL, LLC0.02%0.01%6,1646,164100.00%222,335Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.02%665665100.00%23,987Mar 31, 2024
CWM, LLC0.00%-4545100.00%2,000Mar 31, 2024
UMB BANK, N.A.0.00%-2525100.00%902Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC--77100.00%252Mar 31, 2024

National Bank's largest new institutional shareholder by number of shares is RK CAPITAL MANAGEMENT, LLC, purchased 94.85K shares, valued at $3.42M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FJ CAPITAL MANAGEMENT LLC----162,084-100.00%-Mar 31, 2024
CIBC WORLD MARKET INC.----149,600-100.00%-Mar 31, 2024
GSA CAPITAL PARTNERS LLP----48,962-100.00%-Mar 31, 2024
CITADEL ADVISORS LLC----29,725-100.00%-Mar 31, 2024
TUDOR INVESTMENT CORP ET AL----24,781-100.00%-Mar 31, 2024
EMERALD MUTUAL FUND ADVISERS TRUST----18,534-100.00%-Mar 31, 2024
AIGEN INVESTMENT MANAGEMENT, LP----12,895-100.00%-Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC----6,500-100.00%-Mar 31, 2024
BLAIR WILLIAM & CO/IL----6,250-100.00%-Mar 31, 2024
AXQ CAPITAL, LP----5,684-100.00%-Mar 31, 2024
ELEQUIN SECURITIES, LLC----2,991-100.00%-Mar 31, 2024

National Bank's largest sold out institutional shareholder by shares sold is FJ CAPITAL MANAGEMENT LLC, sold -0.16M shares, valued at -, as of undefined.

National Bank Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AMG FUNDS1.98%221,200--Jan 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.24%1,803,865-149,200-7.64%Dec 31, 2023
STATE STREET INSTITUTIONAL FUNDS0.08%77,531-4,553-5.55%Dec 31, 2023
T. Rowe Price Financial Services Fund, Inc.0.06%37,707--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.06%28,171--Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.06%248,19934,84516.33%Feb 29, 2024
RMB INVESTORS TRUST0.05%26,946--Dec 31, 2023
PARADIGM FUNDS0.05%15,000--Dec 31, 2023
BNY MELLON INDEX FUNDS, INC.0.03%38,077-5,015-11.64%Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.03%18,893-100-0.53%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%83,98818,21927.70%Jan 31, 2024
SYNTAX ETF TRUST0.02%682-114-14.32%Dec 31, 2023
Segall Bryant & Hamill Trust0.02%284,9739,5053.45%Dec 31, 2023
FIRST TRUST VARIABLE INSURANCE TRUST0.01%73,007--Dec 29, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%5,610--Dec 31, 2023
MASTER ADVANTAGE SMID CAP LLC0.01%1,355--Dec 31, 2020
BRIDGEWAY FUNDS INC0.01%27,000--Dec 29, 2023
TIMOTHY PLAN0.01%48,180-5,427-10.12%Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%58,6704,5938.49%Dec 31, 2023
VANGUARD INDEX FUNDS0.01%3,905,851557,22516.64%Dec 31, 2023
Vericimetry Funds0.01%810--Dec 31, 2023
ROYCE VALUE TRUST, INC.0.01%8,349--Dec 31, 2023
BNY Mellon Strategic Funds, Inc.0.01%15,041--Mar 31, 2024
IndexIQ ETF Trust0.01%14,229--Jan 31, 2024
UBS FUNDS0.00%22,405--Dec 31, 2023
Brown Advisory Funds0.00%167,265--Dec 31, 2023
Humankind Benefit Corp0.00%95-4-4.04%Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 10.00%984--Dec 31, 2023
Guardian Variable Products Trust0.00%64,800--Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%7,148--Dec 31, 2023
Federated Hermes MDT Series0.00%7,113--Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%10,504-1,965-15.76%Dec 31, 2023
MML SERIES INVESTMENT FUND0.00%25,474--Dec 31, 2023
Nushares ETF Trust0.00%18,250--Jan 31, 2024
KP Funds0.00%108,290-605-0.56%Sep 30, 2020
VANGUARD EXPLORER FUND0.00%25,107--Jan 31, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%953--Sep 30, 2020
TIAA-CREF LIFE FUNDS0.00%4,635-70-1.49%Dec 31, 2023
JNL VARIABLE FUND LLC0.00%9,018--Mar 31, 2020
FIDELITY CONCORD STREET TRUST0.00%332,6639,1882.84%Feb 29, 2024
Calvert Variable Products, Inc.0.00%3,662--Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,307,810203,77818.46%Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%21,324--Feb 29, 2024
STERLING CAPITAL FUNDS0.00%23,609--Dec 29, 2023
SHELTON FUNDS0.00%1,877--Feb 29, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%138,525-4,035-2.83%Dec 31, 2023
SCHWAB STRATEGIC TRUST0.00%198,4987,1003.71%Feb 29, 2024
Dimensional ETF Trust0.00%413,39249,27113.53%Jan 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.00%21,6855,15131.15%Dec 31, 2023
VANGUARD TAX-MANAGED FUNDS0.00%295,004-19,568-6.22%Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%25,248--Dec 31, 2023
ALPS ETF Trust0.00%10,126-716-6.60%Feb 29, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%3,652-258-6.60%Dec 31, 2023
SEI Catholic Values Trust0.00%2,089--Feb 29, 2024
STEWARD FUNDS, INC.0.00%1,800--Jan 31, 2024
Brinker Capital Destinations Trust0.00%42,6735,42814.57%Feb 29, 2024
TARGET PORTFOLIO TRUST0.00%14,0004,30044.33%Jan 31, 2024
PFM Multi-Manager Series Trust0.00%544--Dec 31, 2023
Guggenheim Variable Funds Trust0.00%2,466--Dec 31, 2023
CLEARWATER INVESTMENT TRUST0.00%5,537--Dec 29, 2023
AMERICAN CENTURY ETF TRUST0.00%67,86518,20636.66%Feb 29, 2024
PRAXIS MUTUAL FUNDS0.00%6,570--Dec 31, 2023
Fidelity Commonwealth Trust II0.00%3,544--Aug 31, 2023
BNY MELLON FUNDS TRUST0.00%37,97837,978-Feb 29, 2024
PRUDENTIAL SERIES FUND0.00%39,919-750-1.84%Dec 29, 2023
Voya VARIABLE PORTFOLIOS INC0.00%15,1231541.03%Dec 31, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%26,379-3,440-11.54%Dec 31, 2023
RBB FUND, INC.0.00%45,73635,171332.90%Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%24,828--Dec 31, 2023
THRIVENT SERIES FUND INC0.00%51,75517,24949.99%Dec 29, 2023
SunAmerica Specialty Series0.00%243--Apr 30, 2021
CULLEN FUNDS TRUST0.00%1,030--Dec 31, 2023
Catholic Responsible Investments Funds0.00%17,030-137-0.80%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%1,75729820.42%Dec 31, 2023
Meeder Funds0.00%1,709--Mar 31, 2024
RUSSELL INVESTMENT CO0.00%102,71233,37448.13%Jan 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%239-34-12.45%Sep 30, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.00%27,836300.11%Jan 31, 2024
THRIVENT MUTUAL FUNDS0.00%28,37628,376-Jan 31, 2024
LITMAN GREGORY FUNDS TRUST0.00%36,796--Dec 31, 2023
TRUST FOR PROFESSIONAL MANAGERS0.00%94,55194,551-Feb 29, 2024
RUSSELL INVESTMENT FUNDS0.00%20,456-1,453-6.63%Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST0.00%25,929--Jan 31, 2024
Horizon Funds0.00%567567-Feb 29, 2024
JPMORGAN INSURANCE TRUST0.00%3,443-157-4.36%Mar 31, 2023
VANGUARD WORLD FUND0.00%57,8479,44919.52%Feb 29, 2024
FINANCIAL INVESTORS TRUST0.00%18,534--Jan 31, 2024
Legg Mason Global Asset Management Trust0.00%210,200--Jan 31, 2024
SA FUNDS INVESTMENT TRUST0.00%3,376--Dec 31, 2023
Direxion Shares ETF Trust0.00%32,0913,72413.13%Jan 31, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%19,763--Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%220,25438,19020.98%Dec 31, 2023
COLUMBIA FUNDS VARIABLE INSURANCE TRUST0.00%77,327--Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.00%25,380-3,714-12.77%Dec 31, 2023
AdvisorShares Trust0.00%477--Dec 29, 2023
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%14,2482,90025.56%Dec 31, 2023
MUTUAL OF AMERICA INVESTMENT CORP0.00%6,6092373.72%Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.00%2,035-996-32.86%Dec 31, 2023
WILLIAM BLAIR FUNDS0.00%13,470--Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%1,200--Dec 29, 2023

National Bank's largest mutual fund holder by % of total assets is "AMG FUNDS", owning 221.20K shares, compromising 1.98% of its total assets.

National Bank Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2485-42.18%
31 Dec, 23147-2.00%
30 Sep, 231504.90%
30 Jun, 23143-
31 Mar, 23143-14.37%
31 Dec, 221675.03%
30 Sep, 22159-1.24%
30 Jun, 22161-2.42%
31 Mar, 22165-1.20%
31 Dec, 211676.37%
30 Sep, 21157-
30 Jun, 211573.29%
31 Mar, 211521.33%
31 Dec, 2015012.78%
30 Sep, 201331.53%
30 Jun, 20131-1.50%
31 Mar, 20133-7.64%
31 Dec, 191443.60%
30 Sep, 191390.72%
30 Jun, 191382.99%
31 Mar, 191340.75%
31 Dec, 181331.53%
30 Sep, 18131-
30 Jun, 181313.15%
31 Mar, 181275.83%
31 Dec, 17120-5.51%
30 Sep, 171270.79%
30 Jun, 17126-1.56%
31 Mar, 17128-2.29%
31 Dec, 1613115.93%
30 Sep, 161137.62%
30 Jun, 161055.00%
31 Mar, 16100-9.09%
31 Dec, 1511011.11%
30 Sep, 1599-1.00%
30 Jun, 151006.38%
31 Mar, 1594-12.15%
31 Dec, 1410715.05%
30 Sep, 1493-3.13%
30 Jun, 14963.23%
31 Mar, 1493-7.00%
31 Dec, 131001.01%
30 Sep, 13994.21%
30 Jun, 1395163.89%
31 Mar, 1336-2.70%
31 Dec, 1237825.00%
30 Sep, 124-

As of 31 Mar 24, 85 institutions are holding National Bank's shares, representing a decrease of -42.18% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2418,698,926-46.37%
31 Dec, 2334,869,0003.21%
30 Sep, 2333,785,982-0.03%
30 Jun, 2333,796,293-0.03%
31 Mar, 2333,806,9122.07%
31 Dec, 2233,121,02912.20%
30 Sep, 2229,520,779-0.82%
30 Jun, 2229,764,4991.29%
31 Mar, 2229,385,9920.35%
31 Dec, 2129,283,313-0.12%
30 Sep, 2129,319,947-1.42%
30 Jun, 2129,742,1610.52%
31 Mar, 2129,588,8870.49%
31 Dec, 2029,444,885-1.01%
30 Sep, 2029,743,912-0.56%
30 Jun, 2029,910,4691.75%
31 Mar, 2029,395,614-3.11%
31 Dec, 1930,339,780-0.42%
30 Sep, 1930,468,5761.92%
30 Jun, 1929,895,2000.98%
31 Mar, 1929,604,4854.58%
31 Dec, 1828,306,835-0.73%
30 Sep, 1828,515,208-0.48%
30 Jun, 1828,651,7130.49%
31 Mar, 1828,510,78210.50%
31 Dec, 1725,801,8870.40%
30 Sep, 1725,700,0621.26%
30 Jun, 1725,380,074-0.64%
31 Mar, 1725,544,398-0.43%
31 Dec, 1625,653,711-4.71%
30 Sep, 1626,921,202-6.87%
30 Jun, 1628,908,151-1.82%
31 Mar, 1629,443,921-2.56%
31 Dec, 1530,216,623-4.71%
30 Sep, 1531,710,282-13.15%
30 Jun, 1536,510,735-3.23%
31 Mar, 1537,727,466-4.58%
31 Dec, 1439,538,423-1.24%
30 Sep, 1440,035,480-1.82%
30 Jun, 1440,779,564-2.68%
31 Mar, 1441,902,5143.42%
31 Dec, 1340,518,419-12.04%
30 Sep, 1346,063,6542.36%
30 Jun, 1345,001,96860.51%
31 Mar, 1328,037,68950.01%
31 Dec, 1218,690,2578796.82%
30 Sep, 12210,078-

National Bank (NBHC) has 18.70M shares outstanding as of 31 Mar 24, down -46.37% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2449.19%0.58%
31 Dec, 2391.78%1.16%
30 Sep, 2389.01%1.11%
30 Jun, 2389.44%1.12%
31 Mar, 2389.47%0.85%
31 Dec, 22102.35%1.15%
30 Sep, 2294.44%0.97%
30 Jun, 2298.47%1.03%
31 Mar, 2297.56%1.07%
31 Dec, 2195.30%1.05%
30 Sep, 2195.19%1.03%
30 Jun, 2196.11%1.04%
31 Mar, 2195.98%1.06%
31 Dec, 2095.37%1.02%
30 Sep, 2096.71%1.02%
30 Jun, 2097.33%1.09%
31 Mar, 2094.35%1.00%
31 Dec, 1997.32%1.03%
30 Sep, 1997.40%1.06%
30 Jun, 1995.96%1.05%
31 Mar, 1995.62%1.13%
31 Dec, 1891.97%1.08%
30 Sep, 1892.37%1.06%
30 Jun, 1893.22%1.07%
31 Mar, 1893.50%1.02%
31 Dec, 1795.53%1.05%
30 Sep, 1795.37%1.08%
30 Jun, 1794.16%1.04%
31 Mar, 1795.31%1.00%
31 Dec, 1697.56%1.03%
30 Sep, 1697.35%0.99%
30 Jun, 1698.95%1.04%
31 Mar, 1697.76%1.00%
31 Dec, 1598.67%1.05%
30 Sep, 1597.03%0.95%
30 Jun, 15100.96%1.03%
31 Mar, 1599.21%0.99%
31 Dec, 14100.25%1.09%
30 Sep, 1495.69%1.11%
30 Jun, 1492.96%1.06%
31 Mar, 1493.49%1.28%
31 Dec, 1385.52%1.07%
30 Sep, 1389.52%1.20%
30 Jun, 1386.45%3.01%
31 Mar, 1353.59%4.20%
31 Dec, 1235.74%22059.33%
30 Sep, 120.40%-

As of 31 Mar 24, National Bank is held by 49.19% institutional shareholders, representing a 0.58% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2439-44.29%
31 Dec, 237020.69%
30 Sep, 2358-10.77%
30 Jun, 23654.84%
31 Mar, 2362-36.08%
31 Dec, 229764.41%
30 Sep, 2259-11.94%
30 Jun, 2267-1.47%
31 Mar, 2268-6.85%
31 Dec, 217323.73%
30 Sep, 2159-26.25%
30 Jun, 21805.26%
31 Mar, 21762.70%
31 Dec, 207460.87%
30 Sep, 2046-28.13%
30 Jun, 2064-4.48%
31 Mar, 2067-15.19%
31 Dec, 19796.76%
30 Sep, 1974-5.13%
30 Jun, 197816.42%
31 Mar, 1967-
31 Dec, 18673.08%
30 Sep, 1865-5.80%
30 Jun, 18697.81%
31 Mar, 186412.28%
31 Dec, 1757-8.06%
30 Sep, 17626.90%
30 Jun, 1758-12.12%
31 Mar, 1766-22.35%
31 Dec, 168566.67%
30 Sep, 1651-3.77%
30 Jun, 165315.22%
31 Mar, 1646-6.12%
31 Dec, 15496.52%
30 Sep, 1546-8.00%
30 Jun, 15508.70%
31 Mar, 1546-13.21%
31 Dec, 145347.22%
30 Sep, 1436-2.70%
30 Jun, 1437-22.92%
31 Mar, 144814.29%
31 Dec, 1342-17.65%
30 Sep, 1351-38.55%
30 Jun, 1383219.23%
31 Mar, 1326-25.71%
31 Dec, 1235775.00%
30 Sep, 124-

39 institutional shareholders have increased their position in NBHC stock as of 31 Mar 24 compared to 70 in the previous quarter (a -44.29% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2427-49.06%
31 Dec, 2353-20.90%
30 Sep, 23679.84%
30 Jun, 23617.02%
31 Mar, 235735.71%
31 Dec, 2242-40.85%
30 Sep, 22715.97%
30 Jun, 2267-5.63%
31 Mar, 22717.58%
31 Dec, 2166-
30 Sep, 216622.22%
30 Jun, 21543.85%
31 Mar, 21521.96%
31 Dec, 2051-5.56%
30 Sep, 205417.39%
30 Jun, 20462.22%
31 Mar, 20452.27%
31 Dec, 194415.79%
30 Sep, 1938-
30 Jun, 1938-20.83%
31 Mar, 1948-5.88%
31 Dec, 185110.87%
30 Sep, 18464.55%
30 Jun, 18442.33%
31 Mar, 1843-2.27%
31 Dec, 1744-
30 Sep, 1744-6.38%
30 Jun, 1747-2.08%
31 Mar, 174837.14%
31 Dec, 1635-32.69%
30 Sep, 165236.84%
30 Jun, 1638-7.32%
31 Mar, 1641-12.77%
31 Dec, 15474.44%
30 Sep, 154515.38%
30 Jun, 153918.18%
31 Mar, 1533-10.81%
31 Dec, 1437-13.95%
30 Sep, 1443-8.51%
30 Jun, 144738.24%
31 Mar, 1434-24.44%
31 Dec, 134545.16%
30 Sep, 1331287.50%
30 Jun, 138100.00%
31 Mar, 134100.00%
31 Dec, 122-
30 Sep, 12--

27 institutional shareholders have reduced their position in NBHC stock as of 31 Mar 24 compared to 53 in the previous quarter (a -49.06% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2485-42.18%18,698,926-46.37%49.19%0.58%39-44.29%27-49.06%
31 Dec, 23147-2.00%34,869,0003.21%91.78%1.16%7020.69%53-20.90%
30 Sep, 231504.90%33,785,982-0.03%89.01%1.11%58-10.77%679.84%
30 Jun, 23143-33,796,293-0.03%89.44%1.12%654.84%617.02%
31 Mar, 23143-14.37%33,806,9122.07%89.47%0.85%62-36.08%5735.71%
31 Dec, 221675.03%33,121,02912.20%102.35%1.15%9764.41%42-40.85%
30 Sep, 22159-1.24%29,520,779-0.82%94.44%0.97%59-11.94%715.97%
30 Jun, 22161-2.42%29,764,4991.29%98.47%1.03%67-1.47%67-5.63%
31 Mar, 22165-1.20%29,385,9920.35%97.56%1.07%68-6.85%717.58%
31 Dec, 211676.37%29,283,313-0.12%95.30%1.05%7323.73%66-
30 Sep, 21157-29,319,947-1.42%95.19%1.03%59-26.25%6622.22%
30 Jun, 211573.29%29,742,1610.52%96.11%1.04%805.26%543.85%
31 Mar, 211521.33%29,588,8870.49%95.98%1.06%762.70%521.96%
31 Dec, 2015012.78%29,444,885-1.01%95.37%1.02%7460.87%51-5.56%
30 Sep, 201331.53%29,743,912-0.56%96.71%1.02%46-28.13%5417.39%
30 Jun, 20131-1.50%29,910,4691.75%97.33%1.09%64-4.48%462.22%
31 Mar, 20133-7.64%29,395,614-3.11%94.35%1.00%67-15.19%452.27%
31 Dec, 191443.60%30,339,780-0.42%97.32%1.03%796.76%4415.79%
30 Sep, 191390.72%30,468,5761.92%97.40%1.06%74-5.13%38-
30 Jun, 191382.99%29,895,2000.98%95.96%1.05%7816.42%38-20.83%
31 Mar, 191340.75%29,604,4854.58%95.62%1.13%67-48-5.88%
31 Dec, 181331.53%28,306,835-0.73%91.97%1.08%673.08%5110.87%
30 Sep, 18131-28,515,208-0.48%92.37%1.06%65-5.80%464.55%
30 Jun, 181313.15%28,651,7130.49%93.22%1.07%697.81%442.33%
31 Mar, 181275.83%28,510,78210.50%93.50%1.02%6412.28%43-2.27%
31 Dec, 17120-5.51%25,801,8870.40%95.53%1.05%57-8.06%44-
30 Sep, 171270.79%25,700,0621.26%95.37%1.08%626.90%44-6.38%
30 Jun, 17126-1.56%25,380,074-0.64%94.16%1.04%58-12.12%47-2.08%
31 Mar, 17128-2.29%25,544,398-0.43%95.31%1.00%66-22.35%4837.14%
31 Dec, 1613115.93%25,653,711-4.71%97.56%1.03%8566.67%35-32.69%
30 Sep, 161137.62%26,921,202-6.87%97.35%0.99%51-3.77%5236.84%
30 Jun, 161055.00%28,908,151-1.82%98.95%1.04%5315.22%38-7.32%
31 Mar, 16100-9.09%29,443,921-2.56%97.76%1.00%46-6.12%41-12.77%
31 Dec, 1511011.11%30,216,623-4.71%98.67%1.05%496.52%474.44%
30 Sep, 1599-1.00%31,710,282-13.15%97.03%0.95%46-8.00%4515.38%
30 Jun, 151006.38%36,510,735-3.23%100.96%1.03%508.70%3918.18%
31 Mar, 1594-12.15%37,727,466-4.58%99.21%0.99%46-13.21%33-10.81%
31 Dec, 1410715.05%39,538,423-1.24%100.25%1.09%5347.22%37-13.95%
30 Sep, 1493-3.13%40,035,480-1.82%95.69%1.11%36-2.70%43-8.51%
30 Jun, 14963.23%40,779,564-2.68%92.96%1.06%37-22.92%4738.24%
31 Mar, 1493-7.00%41,902,5143.42%93.49%1.28%4814.29%34-24.44%
31 Dec, 131001.01%40,518,419-12.04%85.52%1.07%42-17.65%4545.16%
30 Sep, 13994.21%46,063,6542.36%89.52%1.20%51-38.55%31287.50%
30 Jun, 1395163.89%45,001,96860.51%86.45%3.01%83219.23%8100.00%
31 Mar, 1336-2.70%28,037,68950.01%53.59%4.20%26-25.71%4100.00%
31 Dec, 1237825.00%18,690,2578796.82%35.74%22059.33%35775.00%2-
30 Sep, 124-210,078-0.40%-4---

National Bank Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell---10,398
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell678$32.65$22.14K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell597$34.90$20.84K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell953$34.08$32.48K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell1,205$35.51$42.79K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell725$23.10$16.75K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell552$40.16$22.17K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell2,439$40.83$99.58K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell3,329$33.46$111.39K-
May 02, 2024ZEILE ARTdirector-F-InKindSell890$32.73$29.13K16,488
May 02, 2024Spring Maria Fdirector-F-InKindSell795$32.73$26.02K37,461
May 02, 2024Joseph Fred J.director-F-InKindSell890$32.73$29.13K20,439
May 02, 2024Sobers Patrick G.director-F-InKindSell645$32.73$21.11K20,061

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell---10,398
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell678$32.65$22.14K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell597$34.90$20.84K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell953$34.08$32.48K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell1,205$35.51$42.79K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell725$23.10$16.75K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell552$40.16$22.17K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell2,439$40.83$99.58K-
May 10, 2024Kramer Valerie D.officer Chief Digital OfficerSell3,329$33.46$111.39K-
May 02, 2024Clermont Ralph Wdirector-A-AwardBuy4,187--4,187
May 02, 2024ZEILE ARTdirector-A-AwardBuy3,589--20,077
May 02, 2024ZEILE ARTdirector-F-InKindSell890$32.73$29.13K16,488
May 02, 2024Spring Maria Fdirector-A-AwardBuy3,589--41,050
May 02, 2024Spring Maria Fdirector-F-InKindSell795$32.73$26.02K37,461
May 02, 2024Joseph Fred J.director-A-AwardBuy3,589--24,028
May 02, 2024Joseph Fred J.director-F-InKindSell890$32.73$29.13K20,439
May 02, 2024Doyle Robin Anndirector-A-AwardBuy4,030--4,030
May 02, 2024Sobers Patrick G.director-A-AwardBuy3,589--23,650
May 02, 2024Sobers Patrick G.director-F-InKindSell645$32.73$21.11K20,061
May 02, 2024Dean Robert Edirector-A-AwardBuy3,589--34,814

The last insider sell of National Bank's stock was made by Kramer Valerie D. on May 10 2024, selling - shares at - per share (valued at -).

National Bank Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20242422109.09%
Q1 202488100.00%
Q4 202321315.38%
Q2 20233122140.91%
Q1 20238988.89%
Q4 2022101855.56%
Q3 20222825.00%
Q2 20222524104.17%
Q1 202291090.00%
Q4 202172035.00%
Q3 20211616.67%
Q2 20212420120.00%
Q1 202191090.00%
Q4 20204944.44%
Q3 20202728.57%
Q2 20202916181.25%
Q1 202088100.00%
Q4 20197--
Q3 20191425.00%
Q2 20193324137.50%

24 total buy trades, and 22 total sell trades (buy/sell ratio of 1.09%) were made by National Bank's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 2024---
Q4 2023-1-
Q2 2023---
Q1 2023-2-
Q4 2022-4-
Q3 2022-3-
Q2 2022-3-
Q1 2022-2-
Q4 2021-4-
Q3 2021---
Q2 2021-2-
Q1 2021---
Q4 2020-3-
Q3 2020---
Q2 2020-1-
Q1 2020---
Q4 2019---
Q3 2019-3-
Q2 2019---

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of National Bank's stocks.

National Bank Peer Ownership


TickerCompany
OFEDOconee Federal Financial Corp.
GSBCGreat Southern Bancorp, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
CULLCullman Bancorp, Inc.
FFNWFirst Financial Northwest, Inc.
HMNFHMN Financial, Inc.
CWBCCommunity West Bancshares
FCAPFirst Capital, Inc.
HFWAHeritage Financial Corporation
FISIFinancial Institutions, Inc.
FCCOFirst Community Corporation
KRNYKearny Financial Corp.
FNWBFirst Northwest Bancorp

NBHC Ownership FAQ


National Bank is owned by institutional shareholders (49.19%), insiders (2.29%), and public (48.52%). The largest institutional shareholder of National Bank is BLACKROCK INC. (14.61% of total shares) and the top mutual fund owner is AMG FUNDS (1.98% of total shares).

National Bank's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, WELLINGTON MANAGEMENT GROUP LLP, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 47.64% of the company's share outstanding.

As of Mar 2024, there are 85 institutional shareholders of National Bank.

BLACKROCK INC owns 5.55M shares of National Bank, representing 14.61% of the company's total shares outstanding, valued at $200.28M (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 4.21M shares of National Bank (NBHC), compromising 11.08% of the company, valued at $151.98M.

WELLINGTON MANAGEMENT GROUP LLP is the third largest holder of National Bank. The company owns 3.75M of the company's shares outstanding (worth $135.36M).