1358 tracked 13F filers disclose a position in NUE as of the latest SEC 13F filings, a combined $30.5B 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 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $4.1B | 24.2M | ▼−0.5% Reduced · −112K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $3.3B | 19.3M | ▲+2.6% Added · +487K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.4B | 14.5M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.0B | 11.7M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $2.6B | 11.6M | ▼−5.5% Reduced · −680K sh | Q2 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $1.4B | 6.1M | ▼−1.3% Reduced · −81K sh | Q2 2026 | |
| 7 | BERKSHIRE HATHAWAY INC | $660.7M | 3.9M | ▼−39% Reduced · −2.5M sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $647.7M | 3.8M | ▼−0.6% Reduced · −23K sh | Q1 2026 | |
| 9 | NORGES BANK | $609.0M | 3.7M | ▲+0.8% Added · +29K sh | Q4 2025 | |
| 10 | NORTHERN TRUST CORP | $509.6M | 3.0M | ▲+11% Added · +291K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $429.3M | 2.5M | ▲+0.9% Added · +23K sh | Q1 2026 | |
| 12 | FMR LLC | $378.3M | 2.2M | ▲+19% Added · +362K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $330.3M | 2.0M | ▲+1.7% Added · +33K sh | Q1 2026 | |
| 14 | NORDEA INVESTMENT MANAGEMENT AB | $322.0M | 1.9M | ▼−7.4% Reduced · −155K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $306.1M | 1.8M | ▲+1.6% Added · +29K sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $294.2M | 1.7M | ▲+5.4% Added · +90K sh | Q1 2026 | |
| 17 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $288.3M | 1.7M | ▲+4.9% Added · +80K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $283.5M | 1.7M | ▼−3.9% Reduced · −67K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $216.1M | 1.3M | →First observed position No prior filed position | Q1 2026 | |
| 20 | Slate Path Capital LP | $280.4M | 1.3M | ▼−38% Reduced · −783K sh | Q2 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $208.4M | 1.2M | ▼−5.3% Reduced · −70K sh | Q1 2026 | |
| 22 | HSBC HOLDINGS PLC | $204.5M | 1.2M | ▲+6.9% Added · +78K sh | Q1 2026 | |
| 23 | PRICE T ROWE ASSOCIATES INC /MD/ | $204.0M | 1.2M | ▼−13% Reduced · −180K sh | Q1 2026 | |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $191.3M | 1.1M | ▲+1.4% Added · +15K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $183.1M | 1.1M | ▲+38% Added · +304K 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 NUE and 20 added to an existing one, while 21 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 877 funds | $342.2B |
| APPLE INCAAPL | 876 funds | $444.8B |
| AMAZON.COM INCAMZN | 871 funds | $251.8B |
| NVIDIA CORPNVDA | 869 funds | $487.5B |
| ALPHABET INC-CL AGOOGL | 856 funds | $242.2B |
| META PLATFORMS INC-CLASS AMETA | 850 funds | $142.1B |
| JPMORGAN CHASE & COJPM | 844 funds | $91.5B |
| ELI LILLY & COLLY | 834 funds | $100.2B |
| BROADCOM INCAVGO | 824 funds | $191.2B |
| JOHNSON & JOHNSONJNJ | 817 funds | $66.1B |
| ALPHABET INC-CL CGOOG | 816 funds | $152.6B |
| VISA INC-CLASS A SHARESV | 811 funds | $80.3B |
Ranked by how many of NUE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 14, 2026 | Topalian Leon J | Chair and CEO | Sell (S) | 102 | $27K |
| Aug 14, 2026 | Topalian Leon J | Chair and CEO | Sell (S) | 26K | $7.0M |
| Aug 14, 2026 | Behr Allen C | Executive Vice President | Sell (S) | 3K | $717K |
| Aug 14, 2026 | Behr Allen C | Executive Vice President | Sell (S) | 5K | $1.4M |
| Aug 3, 2026 | Batterbee Thomas J. | Executive Vice President | Sell (S) | 4K | $1.0M |
| Jul 30, 2026 | Laxton Stephen D | President and COO | Sell (S) | 4K | $1.0M |
| Jun 3, 2026 | Hollatz John J | Executive Vice President | Sell (S) | 6K | $1.4M |
| Jun 3, 2026 | Hollatz John J | Executive Vice President | Sell (S) | 5K | $1.3M |
| Jun 1, 2026 | QUERY KENNETH REX | Executive Vice President | Sell (S) | 8K | $2.1M |
| Jun 1, 2026 | QUERY KENNETH REX | Executive Vice President | Sell (S) | 5K | $1.3M |
| May 18, 2026 | Spicer Randy J | Executive Vice President | Sell (S) | 3K | $563K |
| May 15, 2026 | Topalian Leon J | Chair and CEO | Sell (S) | 16K | $3.7M |
Connected entities for NUE
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/NUE/capital-change-brief"
Use Arkolith's capital_change_brief for NUE. 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 NUE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.