Among active 13F managers last quarter, 33 added and 22 reduced; the largest holder to move was American Century Companies Inc (+8.2%). Over the last 180 days, 4 insiders sold and none bought, a net -$8.9M in open-market trades.
The legs disagree, or only one of them leans.
320 tracked 13F filers disclose a position in NMIH as of the latest SEC 13F filings, a combined $2.7B 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. | 13.2M | $541.9M | ▲+2.5% Added · +326K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 4.4M | $163.2M | ▲+0.8% Added · +34K sh | Q1 2026 | |
| 3 | State Street Corp | 3.5M | $142.9M | ▲+5.3% Added · +175K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 3.4M | $140.5M | ▼−0.3% Reduced · −10K sh | Q2 2026 | |
| 5 | Vanguard Portfolio Management LLC | 2.9M | $119.2M | ▼−3.5% Reduced · −105K sh | Q2 2026 | |
| 6 | American Century Companies Inc | 2.7M | $102.0M | ▲+8.2% Added · +207K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 2.1M | $86.7M | ▲+4.7% Added · +96K sh | Q2 2026 | |
| 8 | Fuller & Thaler Asset Management, Inc. | 1.3M | $54.0M | ▲+23% Added · +244K sh | Q2 2026 | |
| 9 | Bank Of America Corp | 1.3M | $48.9M | ▲+23% Added · +242K sh | Q1 2026 | |
| 10 | FMR LLC | 1.3M | $52.4M | ▲+10% Added · +117K sh | Q2 2026 | |
| 11 | Goldman Sachs Group Inc | 1.2M | $46.4M | ▲+29% Added · +275K sh | Q1 2026 | |
| 12 | Morgan Stanley | 999K | $37.5M | ▼−11% Reduced · −121K sh | Q1 2026 | |
| 13 | Nuveen, LLC | 986K | $37.0M | ▼−13% Reduced · −145K sh | Q1 2026 | |
| 14 | Charles Schwab Investment Management Inc | 986K | $37.0M | ▲+0.6% Added · +6K sh | Q1 2026 | |
| 15 | Donald Smith & Co., Inc. | 882K | $36.3M | ▲+122% Added · +485K sh | Q2 2026 | |
| 16 | JPMorgan Chase & Co | 876K | $32.8M | ▲+37% Added · +238K sh | Q1 2026 | |
| 17 | Frontier Capital Management Co LLC | 861K | $35.4M | ▼−15% Reduced · −155K sh | Q2 2026 | |
| 18 | Northern Trust Corp | 836K | $31.3M | ▲+3.0% Added · +25K sh | Q1 2026 | |
| 19 | Allianz Asset Management GmbH | 784K | $29.4M | ▲+3.1% Added · +23K sh | Q1 2026 | |
| 20 | Barclays PLC | 731K | $27.4M | ▼−26% Reduced · −258K sh | Q1 2026 | |
| 21 | AQR Capital Management LLC | 718K | $26.9M | ▼−2.1% Reduced · −15K sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | 709K | $26.6M | ▲+12% Added · +75K sh | Q1 2026 | |
| 23 | Public Sector Pension Investment Board | 709K | $29.1M | ▲+4.2% Added · +28K sh | Q2 2026 | |
| 24 | Ameriprise Financial Inc | 705K | $26.5M | ▲+18% Added · +109K sh | Q1 2026 | |
| 25 | Clearbridge Investments, LLC | 705K | $26.4M | ▼−9.0% Reduced · −69K 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, 33 funds added to an existing position in NMIH, while 22 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 | 172 funds | $227.7B |
| Nvidia CorpNVDA | 169 funds | $351.0B |
| Amazon.com IncAMZN | 169 funds | $180.2B |
| Meta Platforms Inc-Class AMETA | 168 funds | $96.3B |
| JPMorgan Chase & CoJPM | 166 funds | $54.3B |
| Alphabet Inc-CL AGOOGL | 163 funds | $156.6B |
| Eli Lilly & CoLLY | 163 funds | $80.6B |
| Broadcom IncAVGO | 159 funds | $143.0B |
| Apple IncAAPL | 158 funds | $252.5B |
| Lam Research CorpLRCX | 158 funds | $40.5B |
| Costco Wholesale CorpCOST | 158 funds | $32.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 158 funds | $31.8B |
Ranked by how many of NMIH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NMIH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 4, 2026 | Pollitzer Adam | Chief Executive Officer, Director | Sell (S) | 173K | $7.7M |
| Aug 11, 2026 | Swithenbank Aurora | EVP, Chief Financial Officer | Sell (S) | 12K | $519K |
| Aug 3, 2026 | Smith Robert Owen | EVP, Chief Risk Officer | Sell (S) | 12K | $536K |
| May 19, 2026 | Montgomery Michael Curry | Director | Sell (S) | 2K | $59K |
| Mar 24, 2026 | Shuster Bradley M | Executive Chairman, Director | Sell (S) | 19K | $708K |
| Mar 19, 2026 | Shuster Bradley M | Executive Chairman, Director | Sell (S) | 19K | $704K |
| Mar 12, 2026 | Shuster Bradley M | Executive Chairman, Director | Sell (S) | 19K | $694K |
| Mar 5, 2026 | Shuster Bradley M | Executive Chairman, Director | Sell (S) | 19K | $756K |
| Feb 26, 2026 | Shuster Bradley M | Executive Chairman, Director | Sell (S) | 20K | $779K |
| Feb 18, 2026 | Shuster Bradley M | Executive Chairman, Director | Sell (S) | 55K | $2.2M |
| Feb 17, 2026 | Yousaf Mohammad Nawaz | EVP, Chief of Ops and Tech | Sell (S) | 16K | $638K |
| Feb 17, 2026 | Fitzgerald Norman Peter | EVP, Chief Sales Officer | Sell (S) | 23K | $899K |
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 | 63 | 34 | – |
Insiders Form 4 open-market | 0 | 4 | -$8.9M |
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 NMIH
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/NMIH/capital-change-brief"
Use Arkolith's capital_change_brief for NMIH. 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 NMIH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.