National Bank Ownership | Who Owns National Bank?
National Bank Ownership Summary
National Bank is owned by 61.97% institutional investors, 4.23% insiders, and 33.80% retail investors. Blackrock is the largest institutional shareholder, holding 14.40% of NBHC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.08% of its assets in National Bank shares.
NBHC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Bank | 61.97% | 4.23% | 33.80% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.75% | 12.70% | 55.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.48M | 14.40% | $213.81M |
| Blackrock funding, inc. /de | 5.42M | 14.19% | $205.89M |
| Vanguard group | 4.10M | 10.74% | $155.82M |
| Dimensional fund advisors lp | 2.06M | 5.40% | $78.31M |
| Victory capital management | 1.94M | 5.11% | $75.14M |
| State street | 1.89M | 4.95% | $71.80B |
| Wellington management group llp | 1.78M | 4.66% | $68.61M |
| Westwood group | 1.48M | 3.89% | $57.23M |
| T. rowe price investment management | 1.29M | 3.38% | $49.71M |
| Deprince race & zollo | 1.16M | 3.04% | $44.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jacobs asset management | 170.00K | 3.60% | $6.57M |
| Maltese capital management | 414.00K | 2.42% | $16.00M |
| Endeavour capital advisors | 175.20K | 1.85% | $6.66M |
| Aristotle capital boston | 743.29K | 1.48% | $28.72M |
| Squire investment management company | 106.98K | 1.23% | $4.07M |
| Leeward investments, llc - ma | 534.21K | 1.03% | $20.31M |
| John w. rosenthal capital management | 26.07K | 0.92% | $991.11K |
| Deprince race & zollo | 1.16M | 0.85% | $44.18M |
| Numerai gp | 96.47K | 0.53% | $3.73M |
| Segall bryant & hamill | 964.26K | 0.50% | $37.26M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deprince race & zollo | 1.16M | 0.85% | 793.90K |
| Cibc world market | 906.00K | 0.08% | 606.00K |
| Two sigma investments, lp | 304.99K | 0.02% | 181.14K |
| Endeavour capital advisors | 175.20K | 1.85% | 175.20K |
| Jacobs asset management | 170.00K | 3.60% | 170.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Victory capital management | 1.94M | 0.04% | -864.66K |
| T. rowe price investment management | 1.29M | 0.03% | -721.22K |
| Wellington management group llp | 1.78M | 0.01% | -718.46K |
| Assenagon asset management | - | - | -669.49K |
| Nuveen | 628.53K | 0.01% | -120.38K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jacobs asset management | 170.00K | 3.60% | 170.00K | $6.57M |
| Thompson siegel & walmsley | 130.83K | 0.08% | 130.83K | $4.97M |
| Trexquant investment lp | 80.24K | 0.03% | 80.24K | $3.10M |
| Engineers gate manager lp | 63.40K | 0.03% | 63.40K | $2.45M |
| Schonfeld strategic advisors | 48.57K | 0.01% | 48.57K | $1.88M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Signaturefd | -5.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 146 | -29.81% | 23,660,999 | -35.99% | 61 | 0.66% | 83 | -33.06% | 42 | -25.00% |
| Sep 30, 2025 | 200 | 10.50% | 36,829,120 | 1.76% | 96 | 1.07% | 116 | 22.11% | 56 | -5.08% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.29M | 5.08% | -241.28K |
| Vanguard US Total Market Shares ETF | 1.18M | 3.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.19M | 2.65% | - |
| Victory Small Cap Value CIT (Net 75) | 1.18M | 2.61% | 1.14M |
| Victory Sycamore Small Company Opp R | 1.18M | 2.61% | -266.00K |
| iShares Russell 2000 ETF | 968.62K | 2.15% | 314.60K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 740.68K | 1.95% | -3.91K |
| Vanguard Small Cap Index | 856.43K | 1.90% | 788.00 |
| T. Rowe Price Small-Cap Value | 617.35K | 1.37% | -26.51K |
| American Beacon Small Cp Val R5 | 552.07K | 1.23% | -24.20K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 11, 2026 | Steinmetz John | Exec Mng Dir of Strategic Init | Buy | $1.00M |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 1 | - |
| 2025 Q4 | - | 1 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 3 |
NBHC Ownership FAQ
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