NATH

Nathan's Famous Inc Cross-source read$98.98 1.06%
Consumer DiscretionaryCUSIP 632347100· EOD Sep 18, 2026

Among active 13F managers last quarter, 12 opened and 26 added, while 13 reduced; the largest holder to move was Gamco Investors, Inc. Et Al (+6.7%). No open-market insider trades in the last 180 days.

Tracked 13F holders
115
40 in Q2 2026 filings
13F value (tracked)
$203.9M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
38 adding · 13 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$98.98 1.06%5Y +62.7%
$42.05$61.84$81.63$101.42$121.21202120222023202420252026573573955636711310848697109412871421582251128192919212539291810
Hover for who · click for detailEnd-of-day closing prices52w $89.87 – $112.50

Who owns NATH?

115 tracked 13F filers · ranked by shares held

115 tracked 13F filers disclose a position in NATH as of the latest SEC 13F filings, a combined $203.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Gamco Investors, Inc. Et Al291K
$29.3M
+6.7%
Added · +18K sh
Q1 2026
2BlackRock, Inc.253K
$25.7M
+45%
Added · +78K sh
Q2 2026
3Gabelli Funds LLC187K
$18.8M
+9.2%
Added · +16K sh
Q1 2026
4Renaissance Technologies LLC154K
$15.5M
+8.7%
Added · +12K sh
Q1 2026
5Vanguard Capital Management LLC116K
$11.7M
−0.6%
Reduced · −660 sh
Q2 2026
6Geode Capital Management, LLC69K
$7.0M
+5.5%
Added · +4K sh
Q2 2026
7Hotchkis & Wiley Capital Management LLC67K
$6.8M
+0.6%
Added · +400 sh
Q2 2026
8Credit Industriel Et Commercial55K
$5.6M
+28%
Added · +12K sh
Q2 2026
9State Street Corp55K
$5.5M
−5.6%
Reduced · −3K sh
Q2 2026
10Magnetar Financial LLC50K
$5.1M
+2.4%
Added · +1K sh
Q2 2026
11Yakira Capital Management, Inc.44K
$4.5M
New
+44K sh
Q2 2026
12Millennium Management LLC43K
$4.3M
+170%
Added · +27K sh
Q1 2026
13Dimensional Fund Advisors LP43K
$4.3M
−68%
Reduced · −90K sh
Q1 2026
14Two Sigma Investments, LP39K
$3.9M
−27%
Reduced · −14K sh
Q1 2026
15Arrowstreet Capital, Limited Partnership34K
$3.4M
−15%
Reduced · −6K sh
Q1 2026
16LMR Partners LLP32K
$3.2M
+58%
Added · +12K sh
Q2 2026
17Qube Research & Technologies Ltd30K
$3.0M
+114%
Added · +16K sh
Q1 2026
18Bank of New York Mellon Corp29K
$2.9M
+1.7%
Added · +476 sh
Q1 2026
19Polar Asset Management Partners Inc.26K
$2.6M
+246%
Added · +18K sh
Q2 2026
20Northern Trust Corp25K
$2.5M
+3.2%
Added · +780 sh
Q1 2026
21Commonwealth Of Pennsylvania Public School Empls Retrmt Sys24K
$2.4M
New
+24K sh
Q1 2026
22Vanguard Portfolio Management LLC20K
$2.0M
+15%
Added · +3K sh
Q2 2026
23Vanguard Fiduciary Trust Co18K
$1.8M
−1.3%
Reduced · −239 sh
Q2 2026
24Lazard Asset Management LLC17K
$1.7M
+560%
Added · +15K sh
Q1 2026
25Trexquant Investment LP15K
$1.6M
−19%
Reduced · −4K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is NATH being bought or sold by institutions?

Last quarter, 12 funds opened a new position in NATH and 26 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
12
funds took a first position
Added
26
added to an existing position
Reduced
13
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own NATH also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT60 funds$120.1B
Amazon.com IncAMZN58 funds$90.6B
Apple IncAAPL57 funds$138.3B
Meta Platforms Inc-Class AMETA57 funds$49.3B
Tesla IncTSLA57 funds$33.3B
Nvidia CorpNVDA56 funds$190.3B
Broadcom IncAVGO56 funds$82.9B
Wells Fargo & CoWFC56 funds$9.5B
Alphabet Inc-CL CGOOG55 funds$67.2B
JPMorgan Chase & CoJPM55 funds$28.2B
Berkshire Hathaway Inc-CL BBRK/B55 funds$18.9B
Bank Of America CorpBAC55 funds$15.0B

Ranked by how many of NATH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NATH.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Feb 11, 2025Genson Brian SDirectorSell (S)
2 lots, same day
1K$87K
Nov 14, 2024Genson Brian SDirectorSell (S)1K$121K
Feb 22, 2024Genson Brian SDirectorSell (S)
9 lots, same day
2K$102K
Dec 6, 2023Genson Brian SDirectorSell (S)
9 lots, same day
2K$135K
Aug 30, 2023Genson Brian SDirectorSell (S)
4 lots, same day
2K$146K
Nov 30, 2022Genson Brian SDirectorSell (S)
3 lots, same day
2K$131K
Dec 13, 2019Devos Ronald GVP-Fin, CFO, SecretarySell (S)14K$986K
Nov 15, 2019Genson Brian SDirectorSell (S)
2 lots, same day
3K$230K
Nov 14, 2019Genson Brian SDirectorSell (S)1K$81K
Feb 7, 2019Genson Brian SDirectorSell (S)5K$353K
Nov 26, 2018Devos Ronald GVP-Fin, CFO and SecySell (S)1K$80K
Nov 19, 2018Eide Robert JDirectorSell (S)
6 lots, same day
4K$306K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
3936
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
NATH is in Consumer Discretionary, which smart money is rotating OUT OF
$3.0B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

40 tracked filers in Q2 2026 filingsstill filing
056111Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $36.0M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for NATH

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Ask your agent what changed in NATH

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NATH/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NATH.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NATH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.