102 tracked 13F filers disclose a position in NCMI as of the latest SEC 13F filings, a combined $261.2M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Blantyre Capital Ltd | $103.1M | 27.1M | —Held | Q2 2026 | |
| 2 | Orbis Allan Gray Ltd | $35.4M | 9.3M | ▲+1.9% Added · +176K sh | Q2 2026 | |
| 3 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $24.1M | 7.9M | ▲+33% Added · +2.0M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $16.3M | 5.3M | ▼−1.2% Reduced · −65K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $9.8M | 3.2M | →First observed position No prior filed position | Q1 2026 | |
| 6 | BARCLAYS PLC | $6.6M | 2.2M | ▲+8.0% Added · +160K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $8.1M | 2.1M | ▲+4.7% Added · +96K sh | Q2 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $6.1M | 2.0M | ▲+3.2% Added · +62K sh | Q1 2026 | |
| 9 | Luxor Capital Group, LP | $7.5M | 2.0M | ▲+7.7% Added · +140K sh | Q2 2026 | |
| 10 | JPMORGAN CHASE & CO | $5.5M | 1.8M | ▼~0% Reduced · −167 sh | Q1 2026 | |
| 11 | STATE STREET CORP | $6.0M | 1.6M | ▼−1.7% Reduced · −27K sh | Q2 2026 | |
| 12 | EVR Research LP | $4.4M | 1.2M | ▲+2.6% Added · +30K sh | Q3 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.1M | 701K | ▼−1.8% Reduced · −13K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $2.1M | 673K | ▲+1.6% Added · +11K sh | Q1 2026 | |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9M | 633K | →First observed position No prior filed position | Q1 2026 | |
| 16 | CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | $1.8M | 596K | ▼−19% Reduced · −144K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $1.8M | 584K | ▲+6.6% Added · +36K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $1.8M | 583K | →First observed position No prior filed position | Q1 2026 | |
| 19 | VOYA INVESTMENT MANAGEMENT LLC | $1.7M | 545K | ▼−0.1% Reduced · −651 sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $1.7M | 544K | ▲+1.0% Added · +6K sh | Q1 2026 | |
| 21 | MARSHALL WACE, LLP | $1.5M | 477K | ▼−27% Reduced · −179K sh | Q1 2026 | |
| 22 | UBS Group AG | $1.1M | 358K | ▲+32% Added · +87K sh | Q1 2026 | |
| 23 | First Eagle Investment Management, LLC | $1.3M | 344K | —Held | Q3 2026 | |
| 24 | GRATIA CAPITAL, LLC | $970K | 318K | ▼−51% Reduced · −332K sh | Q1 2026 | |
| 25 | Pacific Ridge Capital Partners, LLC | $1.1M | 284K | ▲+81% Added · +127K 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.
Last quarter, 12 funds opened a new position in NCMI and 18 added to an existing one, while 14 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).
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 46 funds | $67.3B |
| NVIDIA CORPNVDA | 45 funds | $184.8B |
| MICROSOFT CORPMSFT | 44 funds | $123.7B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $53.2B |
| ELI LILLY & COLLY | 43 funds | $36.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 43 funds | $17.9B |
| UNITEDHEALTH GROUP INCUNH | 43 funds | $14.2B |
| ELEVANCE HEALTH INCELV | 43 funds | $6.2B |
| APPLE INCAAPL | 42 funds | $139.6B |
| AMAZON.COM INCAMZN | 42 funds | $85.4B |
| ALPHABET INC-CL CGOOG | 42 funds | $63.3B |
| VISA INC-CLASS A SHARESV | 42 funds | $28.9B |
Ranked by how many of NCMI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | Ng Ronnie Y. | Chief Financial Officer | Sell (S) | 1K | $4K |
| Aug 3, 2026 | Lesinski Thomas F. | Chief Executive Officer, Director | Sell (S) | 51K | $212K |
| Jul 2, 2026 | Ng Ronnie Y. | Chief Financial Officer | Sell (S) | 32K | $122K |
| Jul 2, 2026 | Woods Maria VG | Chief Legal Officer | Sell (S) | 12K | $45K |
| Jul 2, 2026 | Lesinski Thomas F. | Chief Executive Officer, Director | Sell (S) | 70K | $265K |
| Jun 26, 2026 | Lesinski Thomas F. | Chief Executive Officer, Director | Sell (S) | 29K | $105K |
| Jun 25, 2026 | Lesinski Thomas F. | Chief Executive Officer, Director | Sell (S) | 46K | $164K |
| Jun 22, 2026 | Ng Ronnie Y. | Chief Financial Officer | Sell (S) | 19K | $65K |
| May 4, 2026 | Woods Maria VG | Chief Legal Officer | Sell (S) | 6K | $19K |
| May 4, 2026 | Ng Ronnie Y. | Chief Financial Officer | Sell (S) | 13K | $45K |
| May 4, 2026 | Lesinski Thomas F. | Chief Executive Officer, Director | Sell (S) | 20K | $70K |
| Apr 1, 2026 | Lesinski Thomas F. | Chief Executive Officer, Director | Sell (S) | 65K | $197K |
| Class | 13F holders | Value held |
|---|---|---|
| NCMIthis pageStock | 102 funds | $261.5M |
| NCMIEURCOM | 1 funds | $305K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for NCMI
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NCMI/capital-change-brief"
Use Arkolith's capital_change_brief for NCMI. 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 NCMI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.