Among active 13F managers last quarter, 2 opened and 30 added, while 18 reduced; the largest holder to move was Victory Capital Management Inc (−12%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
522 tracked 13F filers disclose a position in NNN as of the latest SEC 13F filings, a combined $7.7B 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. | 26.7M | $1.2B | ▲+3.0% Added · +780K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 16.8M | $780.7M | ▲+1.0% Added · +169K sh | Q2 2026 | |
| 3 | FMR LLC | 11.4M | $532.2M | ▼−41% Reduced · −7.8M sh | Q2 2026 | |
| 4 | State Street Corp | 11.3M | $528.0M | ▲+0.1% Added · +15K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 8.6M | $398.2M | ▲+1.0% Added · +84K sh | Q2 2026 | |
| 6 | Victory Capital Management Inc | 8.3M | $349.6M | ▼−12% Reduced · −1.2M sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 4.4M | $205.0M | ▲+1.2% Added · +54K sh | Q2 2026 | |
| 8 | AQR Capital Management LLC | 3.9M | $161.5M | ▲+4.5% Added · +165K sh | Q1 2026 | |
| 9 | Federated Hermes, Inc. | 3.0M | $127.4M | ▼−0.2% Reduced · −5K sh | Q1 2026 | |
| 10 | Charles Schwab Investment Management Inc | 3.0M | $125.1M | ▲+4.5% Added · +130K sh | Q1 2026 | |
| 11 | Massachusetts Financial Services Co | 3.0M | $133.6M | ▼−11% Reduced · −360K sh | Q1 2026 | |
| 12 | Morgan Stanley | 2.9M | $122.9M | ▲+17% Added · +426K sh | Q1 2026 | |
| 13 | Dimensional Fund Advisors LP | 2.8M | $118.4M | ▲+2.6% Added · +72K sh | Q1 2026 | |
| 14 | Norges Bank | 2.7M | $108.1M | ▲+15% Added · +361K sh | Q4 2025 | |
| 15 | Rush Island Management, LP | 2.5M | $115.1M | ▼−20% Reduced · −625K sh | Q2 2026 | |
| 16 | JPMorgan Chase & Co | 2.3M | $94.6M | ▼−33% Reduced · −1.1M sh | Q1 2026 | |
| 17 | Goldman Sachs Group Inc | 2.0M | $84.5M | ▲+84% Added · +919K sh | Q1 2026 | |
| 18 | Daiwa Securities Group Inc. | 1.9M | $89.8M | ▲25× Added · +1.9M sh | Q2 2026 | |
| 19 | Northern Trust Corp | 1.9M | $80.7M | ▲+3.4% Added · +64K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | 1.9M | $79.9M | ▲+0.4% Added · +7K sh | Q1 2026 | |
| 21 | Two Sigma Investments, LP | 1.8M | $77.7M | ▲+310% Added · +1.4M sh | Q1 2026 | |
| 22 | Mondrian Investment Partners LTD | 1.8M | $74.2M | ▼−1.7% Reduced · −30K sh | Q1 2026 | |
| 23 | Quantinno Capital Management LP | 1.8M | $73.9M | ▲+48% Added · +571K sh | Q1 2026 | |
| 24 | Equity Investment Corp | 1.7M | $77.6M | ▲+0.3% Added · +5K sh | Q2 2026 | |
| 25 | Jefferies Financial Group Inc. | 1.4M | $66.6M | ▲+164% Added · +889K 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, 2 funds opened a new position in NNN and 30 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 |
|---|---|---|
| Microsoft CorpMSFT | 311 funds | $273.0B |
| Nvidia CorpNVDA | 309 funds | $433.8B |
| Alphabet Inc-CL AGOOGL | 307 funds | $198.8B |
| Meta Platforms Inc-Class AMETA | 306 funds | $117.8B |
| Amazon.com IncAMZN | 304 funds | $212.9B |
| Broadcom IncAVGO | 299 funds | $171.6B |
| Apple IncAAPL | 298 funds | $309.1B |
| Visa Inc-Class A SharesV | 298 funds | $66.4B |
| JPMorgan Chase & CoJPM | 297 funds | $71.1B |
| Eli Lilly & CoLLY | 296 funds | $83.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 295 funds | $38.6B |
| Chevron CorpCVX | 295 funds | $33.9B |
Ranked by how many of NNN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NNN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 9, 2026 | Horn Stephen A JR | President & CEO | Sell (S) | 33K | $1.5M |
| Mar 6, 2026 | Adamo Jonathan | EVP Chief Portfolio Operations | Sell (S) | 6K | $270K |
| Feb 20, 2026 | Miller Michelle Lynn | EVP,Chief Acctg & Tech Officer | Sell (S) | 4K | $176K |
| Aug 21, 2025 | Miller Michelle Lynn | EVP,Chief Acctg & Tech Officer | Sell (S) | 10K | $422K |
| Jun 11, 2025 | Adamo Jonathan | EVP, Portfolio Operations | Sell (S) | 5K | $204K |
| Mar 17, 2025 | Horn Stephen A JR | President & CEO | Sell (S) | 55K | $2.4M |
| Dec 10, 2024 | Miller Michelle Lynn | EVP,Chief Acctg & Tech Officer | Sell (S) | 1K | $43K |
| Aug 26, 2024 | Adamo Jonathan | EVP, Portfolio Operations | Sell (S) | 5K | $236K |
| Aug 23, 2024 | Horn Stephen A JR | President & CEO | Sell (S) | 28K | $1.3M |
| Aug 20, 2024 | Habicht Kevin B | EVP, Chief Financial Officer | Sell (S) | 24K | $1.1M |
| Aug 6, 2024 | Miller Michelle Lynn | EVP,Chief Acctg & Tech Officer | Sell (S) | 4K | $188K |
| Dec 13, 2023 | Tessitore Christopher Paul | EVP | Sell (S) | 38K | $1.6M |
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 | 68 | 30 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 NNN
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/NNN/capital-change-brief"
Use Arkolith's capital_change_brief for NNN. 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 NNN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.