234 tracked 13F filers disclose a position in NG as of the latest SEC 13F filings, a combined $2.2B 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 | Electrum Group LLC | $554.6M | 92.9M | —Held | Q2 2026 | |
| 2 | Lingotto Investment Management LLP | $188.2M | 31.5M | ▼−14% Reduced · −5.3M sh | Q2 2026 | |
| 3 | PAULSON & CO. INC. | $162.6M | 27.2M | —Held | Q2 2026 | |
| 4 | FMR LLC | $199.0M | 22.1M | ▼−7.4% Reduced · −1.8M sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $156.0M | 17.4M | ▼−9.7% Reduced · −1.9M sh | Q1 2026 | |
| 6 | D. E. Shaw & Co., Inc. | $85.7M | 9.5M | ▲+8.3% Added · +731K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $73.1M | 8.1M | →First observed position No prior filed position | Q1 2026 | |
| 8 | VAN ECK ASSOCIATES CORP | Withheld | 7.7M | ▲+0.9% Added · +70K sh | Q1 2026 | |
| 9 | First Eagle Investment Management, LLC | $44.7M | 7.5M | —Held | Q3 2026 | |
| 10 | Kopernik Global Investors, LLC | $41.2M | 6.9M | ▲+5.9% Added · +386K sh | Q2 2026 | |
| 11 | PRINCIPAL FINANCIAL GROUP INC | $51.4M | 5.7M | ▲325× Added · +5.7M sh | Q1 2026 | |
| 12 | STATE STREET CORP | $31.7M | 5.3M | ▲+16% Added · +735K sh | Q2 2026 | |
| 13 | TEACHER RETIREMENT SYSTEM OF TEXAS | $30.9M | 5.2M | —Held | Q2 2026 | |
| 14 | Amundi | $45.4M | 5.1M | ▲+12% Added · +521K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $29.1M | 4.9M | ▲+37% Added · +1.3M sh | Q2 2026 | |
| 16 | UBS Group AG | $38.9M | 4.3M | ▲+5.8% Added · +238K sh | Q1 2026 | |
| 17 | Bank Pictet & Cie (Europe) AG | $24.9M | 4.2M | ▼−11% Reduced · −510K sh | Q2 2026 | |
| 18 | MARSHALL WACE, LLP | $26.4M | 2.9M | ▲+268% Added · +2.1M sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $25.8M | 2.9M | ▲+1.7% Added · +48K sh | Q1 2026 | |
| 20 | Empyrean Capital Partners, LP | $24.2M | 2.7M | ▼−0.2% Reduced · −5K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $24.2M | 2.7M | →First observed position No prior filed position | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $22.6M | 2.5M | ▼−15% Reduced · −441K sh | Q1 2026 | |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | $16.6M | 1.8M | →First observed position No prior filed position | Q1 2026 | |
| 24 | BANK OF MONTREAL /CAN/ | $15.0M | 1.7M | ▼−2.2% Reduced · −38K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $14.2M | 1.6M | ▼−3.0% Reduced · −48K 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, 7 funds opened a new position in NG and 22 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 |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 124 funds | $80.3B |
| MICROSOFT CORPMSFT | 123 funds | $184.6B |
| NVIDIA CORPNVDA | 122 funds | $273.4B |
| ALPHABET INC-CL AGOOGL | 122 funds | $107.9B |
| JPMORGAN CHASE & COJPM | 120 funds | $43.8B |
| VISA INC-CLASS A SHARESV | 118 funds | $41.4B |
| AMAZON.COM INCAMZN | 117 funds | $134.0B |
| COSTCO WHOLESALE CORPCOST | 117 funds | $27.8B |
| APPLE INCAAPL | 116 funds | $206.9B |
| ALPHABET INC-CL CGOOG | 116 funds | $89.0B |
| MICRON TECHNOLOGY INCMU | 116 funds | $25.6B |
| ADVANCED MICRO DEVICESAMD | 116 funds | $24.4B |
Ranked by how many of NG's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 6, 2026 | Muniz Quintanilla Daniel | Director | Buy (P) | 22K | $201K |
| Feb 4, 2026 | Whittaker Dawn Patricia | Director | Buy (P) | 4K | $37K |
| Jan 27, 2026 | Dorward-King Elaine J | Director | Sell (S) | 11 | $115 |
| Jul 28, 2025 | Schutt Ethan | Director | Buy (P) | 4K | $20K |
| Jun 30, 2025 | KYLE HUME D. | Director | Buy (P) | 10K | $41K |
| May 9, 2025 | Electrum Strategic Resources L.P. | 10% Owner | Buy (P) | 13.3M | $50.0M |
| Nov 30, 2023 | Lang Gregory A. | President and CEO, Director | Sell (S) | 43K | $177K |
| Nov 30, 2023 | MADHAVPEDDI KALIDAS V | Director | Sell (S) | 11K | $46K |
| Nov 29, 2023 | Lang Gregory A. | President and CEO, Director | Sell (S) | 46K | $195K |
| Nov 28, 2023 | GARRETT DIANE R | Director | Sell (S) | 10K | $41K |
| Nov 28, 2023 | Lang Gregory A. | President and CEO, Director | Sell (S) | 11K | $44K |
| Nov 9, 2023 | Schutt Ethan | Director | Buy (P) | 24K | $85K |
| Class | 13F holders | Value held |
|---|---|---|
| NGthis pagecs | 234 funds | $2.2B |
| 66987E305COM NEW | 1 funds | $11.3M |
| 66987E958EQUITY | 1 funds | $779K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for NG
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/NG/capital-change-brief"
Use Arkolith's capital_change_brief for NG. 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 NG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.