Nelnet Ownership | Who Owns Nelnet?


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Nelnet Ownership Summary


Nelnet is owned by 33.08% institutional investors, 39.22% insiders, and 27.70% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.48% of NNI shares. DFA US Small Cap Value I is the top mutual fund, with 1.71% of its assets in Nelnet shares.

NNI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockNelnet33.08%39.22%27.70%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryCredit Services Stocks35.35%9.08%55.57%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Dimensional fund advisors lp2.00M5.48%$213.40M
Magnolia group1.90M5.22%$202.94M
Vanguard group1.35M3.70%$143.95M
Farmers & merchants investments1.19M3.26%$126.84M
Blackrock funding, inc. /de1.16M3.19%$124.06M
Blackrock1.14M3.06%$114.80M
Proficio capital partners482.25K1.32%$482.25K
State street380.43K1.02%$38.37M
Geode capital management361.55K0.99%$38.63M
Madison avenue partners, lp290.21K0.80%$31.00M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Magnolia group1.90M34.81%$202.94M
Sycale advisors (ny)258.04K7.14%$27.56M
Bandera partners127.00K5.16%$13.56M
Farmers & merchants investments1.19M3.98%$126.84M
Madison avenue partners, lp290.21K3.28%$31.00M
Guardian wealth management44.16K3.21%$4.72M
Qvt financial lp229.66K2.19%$24.53M
Lawson kroeker investment management inc/ne102.96K2.07%$11.00M
General american investors243.41K1.80%$26.00M
Western standard24.47K1.74%$2.61M

Top Buyers

HolderShares% AssetsChange
Proficio capital partners482.25K0.04%479.39K
Vanguard group1.35M0.00%99.89K
Blackrock1.14M0.00%87.83K
Ubs group86.30K0.00%67.61K
Sycale advisors (ny)258.04K7.14%54.38K

Top Sellers

HolderShares% AssetsChange
Empyrean capital partners, lp---215.00K
Hrt financial lp---41.34K
Dimensional fund advisors lp2.00M0.05%-35.23K
Deutsche bank ag\12.64K0.00%-33.64K
Alliancebernstein19.44K0.00%-33.43K

New Positions

HolderShares% AssetsChangeValue
Western standard24.47K1.74%24.47K$2.61M
Acadian asset management5.84K0.00%5.84K$623.00K
Allianz asset management gmbh4.63K0.00%4.63K$494.74K
State board of administration of florida retirement system2.87K0.00%2.87K$306.01K
Christopher j. hasenberg360.000.02%360.00$38.45K

Sold Out

HolderChange
Tfo-tdc-1.00
Claris advisors, llc / mo /-2.00
Nelson, van denburg & campbell wealth management group-2.00
Rothschild investment-5.00
Geowealth management-6.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20251798.48%12,067,3390.89%333.07%899.88%528.33%
Dec 31, 20241633.16%11,952,1921.06%323.11%798.22%474.44%
Sep 30, 2024158-1.86%11,826,7190.70%323.14%73-12.05%45-6.25%
Jun 30, 20241582.60%11,740,393-2.77%312.99%8122.73%47-21.67%
Mar 31, 2024154-3.14%12,075,360-2.28%322.97%66-14.29%601.69%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
DFA US Small Cap Value I619.94K1.71%-
Vanguard Total Stock Mkt Idx Inv451.48K1.24%14.67K
iShares Russell 2000 ETF372.02K1.02%183.00
Vanguard Small Cap Index353.95K0.97%2.57K
Vanguard US Total Market Shares ETF343.02K0.95%89.48K
Vanguard Institutional Extnd Mkt Idx Tr271.47K0.75%372.00
DFA US Targeted Value I249.13K0.69%-4.46K
Vanguard Small Cap Value Index Inv228.73K0.63%720.00
DFA US Small Cap I225.39K0.62%-
Dimensional US Targeted Value ETF175.75K0.48%-

Recent Insider Transactions


DateNameRoleActivityValue
Nov 15, 2024Van Deun Jona M-Sell$48.54K
Nov 13, 2024Munn William J Secy/Chief Legal Off/Gen CounSell$272.23K
Jun 06, 2024Farrell Kathleen Anne-Sell$172.94K
Aug 31, 2023Munn William J Secy/Chief Legal Off/Gen CounSell$228.25K
Aug 15, 2023Van Deun Jona M-Sell$74.10K

Insider Transactions Trends


DateBuySell
2025 Q2--
2025 Q1--
2024 Q4-2
2024 Q3--
2024 Q2-1

NNI Ownership FAQ


Who Owns Nelnet?

Nelnet shareholders are primarily institutional investors at 33.08%, followed by 39.22% insiders and 27.70% retail investors. The average institutional ownership in Nelnet's industry, Credit Services Stocks, is 35.35%, which Nelnet falls below.

Who owns the most shares of Nelnet?

Nelnet’s largest shareholders are Dimensional fund advisors lp (2M shares, 5.48%), Magnolia group (1.9M shares, 5.22%), and Vanguard group (1.35M shares, 3.70%). Together, they hold 14.40% of Nelnet’s total shares outstanding.

Does Blackrock own Nelnet?

Yes, BlackRock owns 3.06% of Nelnet, totaling 1.14M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 114.8M$. In the last quarter, BlackRock increased its holdings by 87.83K shares, a 8.36% change.

Who is Nelnet’s biggest shareholder by percentage of total assets invested?

Magnolia group is Nelnet’s biggest shareholder by percentage of total assets invested, with 34.81% of its assets in 1.9M Nelnet shares, valued at 202.94M$.

Who is the top mutual fund holder of Nelnet shares?

DFA US Small Cap Value I is the top mutual fund holder of Nelnet shares, with 1.71% of its total shares outstanding invested in 619.94K Nelnet shares.

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