Among active 13F managers last quarter, 11 opened and 32 added, while 18 reduced; the largest holder to move was Encompass Capital Advisors LLC (−27%). Over the last 180 days, 4 insiders sold and none bought, a net -$142.0M in open-market trades.
The legs disagree, or only one of them leans.
210 tracked 13F filers disclose a position in NESR as of the latest SEC 13F filings, a combined $1.6B 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 | FMR LLC | 10.9M | $326.8M | ▲+19% Added · +1.7M sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 4.8M | $145.1M | ▲+31% Added · +1.2M sh | Q2 2026 | |
| 3 | T. Rowe Price Investment Management, Inc. | 3.9M | Withheld | ▲+21% Added · +682K sh | Q2 2026 | |
| 4 | Encompass Capital Advisors LLC | 3.1M | $92.9M | ▼−27% Reduced · −1.2M sh | Q2 2026 | |
| 5 | Boston Partners | 2.2M | $47.7M | ▲+13% Added · +260K sh | Q1 2026 | |
| 6 | Dimensional Fund Advisors LP | 2.0M | $42.1M | ▲+104% Added · +997K sh | Q1 2026 | |
| 7 | Alyeska Investment Group, L.P. | 1.9M | $57.3M | ▲+250% Added · +1.4M sh | Q2 2026 | |
| 8 | Holocene Advisors, LP | 1.8M | $55.2M | ▲+95% Added · +897K sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 1.8M | $54.1M | ▲+97% Added · +888K sh | Q2 2026 | |
| 10 | Dodge & Cox | 1.6M | $34.4M | ▼−17% Reduced · −329K sh | Q1 2026 | |
| 11 | Citadel Advisors LLC | 1.5M | $46.1M | ▲+55% Added · +548K sh | Q2 2026 | |
| 12 | State Street Corp | 1.4M | $42.6M | ▲+37% Added · +385K sh | Q2 2026 | |
| 13 | JPMorgan Chase & Co | 1.3M | $27.8M | ▲+247% Added · +950K sh | Q1 2026 | |
| 14 | Ameriprise Financial Inc | 1.3M | $28.6M | ▲18× Added · +1.3M sh | Q1 2026 | |
| 15 | Vanguard Portfolio Management LLC | 1.3M | $37.9M | ▲+55% Added · +448K sh | Q2 2026 | |
| 16 | Jacobs Levy Equity Management, Inc | 1.2M | $35.4M | ▲+41% Added · +342K sh | Q2 2026 | |
| 17 | Goldman Sachs Group Inc | 860K | $18.5M | ▲+39% Added · +243K sh | Q1 2026 | |
| 18 | Arrowstreet Capital, Limited Partnership | 847K | $18.2M | ▲+76% Added · +365K sh | Q1 2026 | |
| 19 | Millennium Management LLC | 811K | $17.4M | ▼−34% Reduced · −426K sh | Q1 2026 | |
| 20 | Morgan Stanley | 802K | $17.2M | ▲+297% Added · +600K sh | Q1 2026 | |
| 21 | GeoSphere Capital Management, LLC | 800K | $23.9M | ▲+45% Added · +250K sh | Q2 2026 | |
| 22 | Nuveen, LLC | 776K | $16.7M | ▲+422% Added · +628K sh | Q1 2026 | |
| 23 | Bridgeway Capital Management, LLC | 745K | $22.3M | ▲+0.8% Added · +6K sh | Q2 2026 | |
| 24 | Vanguard Capital Management LLC | 682K | $20.4M | ▲New +682K sh | Q2 2026 | |
| 25 | Qube Research & Technologies Ltd | 667K | $14.3M | ▲New +667K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 11 funds opened a new position in NESR and 32 added to an existing one, while 18 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 |
|---|---|---|
| Amazon.com IncAMZN | 113 funds | $139.2B |
| Microsoft CorpMSFT | 110 funds | $177.4B |
| Nvidia CorpNVDA | 109 funds | $282.4B |
| Meta Platforms Inc-Class AMETA | 106 funds | $76.2B |
| Alphabet Inc-CL AGOOGL | 105 funds | $125.4B |
| Broadcom IncAVGO | 104 funds | $118.9B |
| Lam Research CorpLRCX | 104 funds | $36.8B |
| JPMorgan Chase & CoJPM | 103 funds | $43.9B |
| Apple IncAAPL | 102 funds | $192.2B |
| Eli Lilly & CoLLY | 102 funds | $56.6B |
| Micron Technology IncMU | 100 funds | $45.3B |
| Costco Wholesale CorpCOST | 100 funds | $24.6B |
Ranked by how many of NESR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NESR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2026 | Campo Mejia Antonio J | Director | Sell (S) | 63K | $2.2M |
| Aug 31, 2026 | Foda Sherif | Chief Executive Officer, Director | Sell (S) | 100K | $3.5M |
| Aug 18, 2026 | Angeli Stefan | Chief Financial Officer | Sell (S) | 14K | $477K |
| Jun 25, 2026 | Al-Nowais Yousif Mohammed Ali Nasser | Director | Sell (S) | 1.9M | $51.4M |
| Jun 13, 2026 | Al-Nowais Yousif Mohammed Ali Nasser | Director | Sell (S) 2 lots, same day | 333K | $9.0M |
| Jun 12, 2026 | Al-Nowais Yousif Mohammed Ali Nasser | Director | Sell (S) 2 lots, same day | 1.1M | $27.9M |
| Jun 9, 2026 | Al-Nowais Yousif Mohammed Ali Nasser | Director | Sell (S) | 200 | $5K |
| Jun 8, 2026 | Al-Nowais Yousif Mohammed Ali Nasser | Director | Sell (S) | 6K | $141K |
| May 26, 2026 | Al-Nowais Yousif Mohammed Ali Nasser | Director | Sell (S) | 457K | $11.9M |
| May 22, 2026 | Al-Nowais Yousif Mohammed Ali Nasser | Director | Sell (S) | 242K | $6.3M |
| May 20, 2026 | Al-Nowais Yousif Mohammed Ali Nasser | Director | Sell (S) | 574K | $15.0M |
| May 19, 2026 | Al-Nowais Yousif Mohammed Ali Nasser | Director | Sell (S) | 4K | $91K |
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 | 59 | 21 | – |
Insiders Form 4 open-market | 0 | 4 | -$142.0M |
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 NESR
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/NESR/capital-change-brief"
Use Arkolith's capital_change_brief for NESR. 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 NESR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.