NCDL

Nuveen Churchill Direct Lend$12.64 1.53%
UnclassifiedUSCUSIP 67090S108· EOD Jul 28, 2026◍ Confluence graph
Tracked 13F Holders
55
-38 QoQ
13F Value (tracked)
$144.1M
Insider Net · 180d
$981K
8↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)15 adding · 5 trimming
Insider net (180d)+$981K

Price & smart-money activity

$12.64 1.53%3Y -29.2%
$11.60$13.34$15.07$16.80$18.5420242025202612123142523217186122115163151681220352
Hover for who · click for detailEnd-of-day closing prices52w $12.08 – $16.80

Who owns NCDL?

55 tracked 13F filers

55 tracked 13F filers disclose a position in NCDL as of the latest SEC 13F filings, a combined $144.1M 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.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Corient Private Wealth LLC
$22.0M
1.7M
−9.0%
Reduced · −172K sh
Q1 2026
2Diameter Capital Partners LP
$17.5M
1.4M
+13%
Added · +159K sh
Q1 2026
3BROWN BROTHERS HARRIMAN & CO
$11.7M
922K
+171%
Added · +582K sh
Q1 2026
4UBS Group AG
$8.7M
682K
−1.0%
Reduced · −7K sh
Q1 2026
5Opal Wealth Advisors, LLC
$7.9M
634K
+1.4%
Added · +9K sh
Q2 2026
6TWO SIGMA INVESTMENTS, LP
$8.0M
631K
+33%
Added · +158K sh
Q1 2026
7ARES MANAGEMENT LLC
$7.3M
575K
+59%
Added · +214K sh
Q1 2026
8VAN ECK ASSOCIATES CORP
Withheld
514K
−39%
Reduced · −326K sh
Q1 2026
9Callodine Capital Management, LP
$5.7M
450K
−18%
Reduced · −99K sh
Q1 2026
10Hennion & Walsh Asset Management, Inc.
$5.5M
443K
+2.9%
Added · +13K sh
Q2 2026
11MORGAN STANLEY
$4.7M
369K
−20%
Reduced · −93K sh
Q1 2026
12STIFEL FINANCIAL CORP
$4.3M
336K
−4.8%
Reduced · −17K sh
Q1 2026
13Centurion Wealth Management LLC
$3.9M
312K
New
+312K sh
Q2 2026
14WELLS FARGO & COMPANY/MN
$4.0M
311K
−11%
Reduced · −40K sh
Q1 2026
15Nuveen, LLC
$2.9M
227K
+3.4%
Added · +7K sh
Q1 2026
16AMERIPRISE FINANCIAL INC
$2.6M
208K
+38%
Added · +58K sh
Q1 2026
17Trexquant Investment LP
$2.6M
202K
+1.6%
Added · +3K sh
Q1 2026
18RENAISSANCE TECHNOLOGIES LLC
$1.9M
152K
+29%
Added · +34K sh
Q1 2026
19BANK OF AMERICA CORP /DE/
$1.9M
148K
+23%
Added · +28K sh
Q1 2026
20Adams Asset Advisors, LLC
$1.6M
132K
+45%
Added · +41K sh
Q2 2026
21Closed-End Fund Advisors, Inc.
$1.6M
126K
+36%
Added · +33K sh
Q2 2026
22GOLDMAN SACHS GROUP INC
$1.6M
126K
+2.1%
Added · +3K sh
Q1 2026
23MILLENNIUM MANAGEMENT LLC
$1.4M
112K
+189%
Added · +73K sh
Q1 2026
24Aprio Wealth Management, LLC
$1.3M
105K
−9.8%
Reduced · −11K sh
Q2 2026
25JANE STREET GROUP, LLC
$1.2M
98K
New
+98K sh
Q1 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 NCDL being bought or sold by institutions?

Last quarter, 3 funds opened a new position in NCDL and 12 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
12
funds
Reduced
5
funds
Exited
0
funds

Funds that own NCDL also own

CompanyCo-held byCombined value
APPLE INCAAPL21 funds$6.8B
MICROSOFT CORPMSFT21 funds$5.5B
AMAZON.COM INCAMZN21 funds$4.8B
BROADCOM INCAVGO21 funds$2.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B21 funds$2.6B
JPMORGAN CHASE & COJPM21 funds$2.4B
TESLA INCTSLA21 funds$1.9B
COSTCO WHOLESALE CORPCOST21 funds$1.4B
ELI LILLY & COLLY21 funds$1.4B
CHEVRON CORPCVX21 funds$1.2B
VISA INC-CLASS A SHARESV21 funds$1.1B
PALANTIR TECHNOLOGIES INC-APLTR21 funds$1.1B

Ranked by how many of NCDL's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$981K
8 insiders
Sells · 180d
$0
0 insiders
Net
$981K
11 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
May 15, 2026McCally JohnVice President & SecretaryBuy (P)8K$100K
May 14, 2026Vichness ShaulChief Financial Off./TreasurerBuy (P)5K$66K
May 12, 2026Hassen MarissaChief Accounting OfficerBuy (P)4K$50K
Mar 12, 2026Vichness ShaulChief Financial Off./TreasurerBuy (P)5K$66K
Mar 10, 2026RITCHIE JAMES JOSEPHDirectorBuy (P)18K$245K
Mar 6, 2026Linett MatInsiderBuy (P)2K$26K
Mar 5, 2026McCally JohnVice President & SecretaryBuy (P)2K$27K
Mar 4, 2026Strife JasonInsiderBuy (P)8K$103K
Mar 3, 2026Miranda Kenneth M.DirectorBuy (P)3K$38K
Mar 3, 2026Kencel Kenneth J.CEO & President, DirectorBuy (P)10K$130K
Mar 3, 2026Kencel Kenneth J.CEO & President, DirectorBuy (P)10K$130K
Nov 19, 2025Miranda Kenneth M.DirectorBuy (P)2K$28K

Institutional ownership over time

16 funds-22 since Q3 2024
03365Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $25.8M

Recent filings

15 shown

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Ask your agent what changed in NCDL

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/NCDL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NCDL.
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 NCDL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.