Among active 13F managers last quarter, 2 opened and 21 added, while 25 reduced; the largest holder to move was Kayne Anderson Rudnick Investment Management LLC (−16%). Over the last 180 days, 5 insiders sold and none bought, a net -$1.7M in open-market trades.
The legs disagree, or only one of them leans.
656 tracked 13F filers disclose a position in NDSN as of the latest SEC 13F filings, a combined $11.4B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.1M | $1.2B | ▲+4.8% Added · +188K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 3.5M | $1.0B | ▲+0.5% Added · +19K sh | Q2 2026 | |
| 3 | State Street Corp | 3.0M | $899.9M | ▲+2.4% Added · +71K sh | Q2 2026 | |
| 4 | Vanguard Portfolio Management LLC | 2.4M | $712.0M | ▲+0.5% Added · +13K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 1.9M | $573.4M | ▲+24% Added · +363K sh | Q2 2026 | |
| 6 | Kayne Anderson Rudnick Investment Management LLC | 1.7M | $517.0M | ▼−16% Reduced · −331K sh | Q2 2026 | |
| 7 | Morgan Stanley | 1.4M | $383.3M | ▼−9.0% Reduced · −142K sh | Q1 2026 | |
| 8 | Massachusetts Financial Services Co | 934K | $254.9M | ▼−6.2% Reduced · −62K sh | Q1 2026 | |
| 9 | FMR LLC | 840K | $253.5M | ▲+3.3% Added · +27K sh | Q2 2026 | |
| 10 | Norges Bank | 797K | $191.7M | ▲+23% Added · +148K sh | Q4 2025 | |
| 11 | Millennium Management LLC | 709K | $188.6M | ▲+2.5% Added · +17K sh | Q1 2026 | |
| 12 | Goldman Sachs Group Inc | 640K | $170.3M | ▼−25% Reduced · −212K sh | Q1 2026 | |
| 13 | JPMorgan Chase & Co | 636K | $163.0M | ▼−29% Reduced · −255K sh | Q1 2026 | |
| 14 | ProShare Advisors LLC | 613K | $163.2M | ▼−11% Reduced · −73K sh | Q1 2026 | |
| 15 | Northern Trust Corp | 509K | $135.5M | ▲+7.4% Added · +35K sh | Q1 2026 | |
| 16 | Charles Schwab Investment Management Inc | 484K | $128.7M | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 17 | Dimensional Fund Advisors LP | 454K | $120.8M | ▲+3.6% Added · +16K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | 423K | $112.6M | ▼−2.8% Reduced · −12K sh | Q1 2026 | |
| 19 | Wells Fargo & Company | 420K | $111.7M | ▼−2.2% Reduced · −9K sh | Q1 2026 | |
| 20 | Jennison Associates LLC | 388K | $103.3M | ▲+54% Added · +136K sh | Q1 2026 | |
| 21 | Ameriprise Financial Inc | 345K | $91.7M | ▲+267% Added · +251K sh | Q1 2026 | |
| 22 | UBS Group AG | 331K | $87.9M | ▼−24% Reduced · −102K sh | Q1 2026 | |
| 23 | American Century Companies Inc | 324K | $86.1M | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 24 | Confluence Investment Management LLC | 308K | $82.0M | ▼−6.2% Reduced · −20K sh | Q1 2026 | |
| 25 | Boston Trust Walden Corp | 302K | $80.3M | ▼−14% Reduced · −47K 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.
Last quarter, 2 funds opened a new position in NDSN and 21 added to an existing one, while 25 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 407 funds | $307.7B |
| Nvidia CorpNVDA | 401 funds | $463.0B |
| Apple IncAAPL | 398 funds | $351.2B |
| Amazon.com IncAMZN | 397 funds | $237.2B |
| Meta Platforms Inc-Class AMETA | 394 funds | $125.9B |
| Alphabet Inc-CL AGOOGL | 393 funds | $216.1B |
| Eli Lilly & CoLLY | 391 funds | $96.6B |
| Alphabet Inc-CL CGOOG | 389 funds | $146.8B |
| JPMorgan Chase & CoJPM | 388 funds | $78.9B |
| Visa Inc-Class A SharesV | 387 funds | $72.5B |
| Broadcom IncAVGO | 384 funds | $189.1B |
| Costco Wholesale CorpCOST | 384 funds | $42.1B |
Ranked by how many of NDSN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NDSN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 2, 2026 | Morris Milton Mayo | Director | Sell (S) | 156 | $49K |
| Aug 27, 2026 | McDonough Jennifer L | EVP, GC, and Secretary | Sell (S) | 260 | $87K |
| Aug 26, 2026 | Hopgood Daniel Roy | EVP, CFO | Sell (S) | 1K | $444K |
| Apr 17, 2026 | Subramanian Srinivas | Executive Vice President | Sell (S) 2 lots, same day | 3K | $868K |
| Apr 15, 2026 | Morris Milton Mayo | Director | Sell (S) | 245 | $67K |
| Apr 8, 2026 | Hall Justin E | EVP | Sell (S) | 716 | $197K |
| Feb 24, 2026 | Kelley Joseph P | Executive Vice President | Sell (S) 23 lots, same day | 9K | $2.6M |
| Feb 24, 2026 | Nagarajan Sundaram | President and CEO, Director | Sell (S) | 42K | $12.3M |
| Feb 23, 2026 | Kelley Joseph P | Executive Vice President | Sell (S) 18 lots, same day | 23K | $6.7M |
| Nov 10, 2025 | DeVries James E | Executive Vice President | Sell (S) | 9K | $2.1M |
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.
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.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 49 | 46 | – |
Insiders Form 4 open-market | 0 | 5 | -$1.7M |
US House STOCK Act trades | 0 | 0 | $0 |
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.
Connected entities for NDSN
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/NDSN/capital-change-brief"
Use Arkolith's capital_change_brief for NDSN. 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 NDSN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.