Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in NESR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 10.9M | $326.8M | +19.0% | 10.826% | 0.01% |
| 2 | BlackRock, Inc. | 4.8M | $145.1M | +31.1% | 4.806% | 0.00% |
| 3 | Encompass Capital Advisors LLC | 3.1M | $92.9M | -27.2% | 3.077% | 3.30% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $89.1M | +51.8% | 2.951% | 0.02% |
| 5 | Boston Partners | 2.1M | $64.0M | -3.3% | 2.122% | 0.06% |
| 6 | Alyeska Investment Group, L.P. | 1.9M | $57.3M | +250.1% | 1.897% | 0.15% |
| 7 | Holocene Advisors, LP | 1.8M | $55.2M | +94.6% | 1.829% | 0.12% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $54.1M | +96.6% | 1.792% | 0.00% |
| 9 | AMERIPRISE FINANCIAL INC | 1.7M | $51.6M | +29.3% | 1.710% | 0.01% |
| 10 | GOLDMAN SACHS GROUP INC | 1.7M | $50.7M | +97.1% | 1.680% | 0.00% |
| 11 | CITADEL ADVISORS LLC | 1.7M | $50.1M | +66.6% | 1.659% | 0.00% |
| 12 | DODGE & COX | 1.6M | $47.8M | -0.3% | 1.583% | 0.03% |
| 13 | VOYA INVESTMENT MANAGEMENT LLC | 1.5M | $44.2M | +13427.1% | 1.465% | 0.04% |
| 14 | STATE STREET CORP | 1.4M | $42.6M | +37.1% | 1.411% | 0.00% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3M | $37.9M | +54.9% | 1.255% | 0.00% |
| 16 | Nuveen, LLC | 1.2M | $36.9M | +58.7% | 1.222% | 0.01% |
| 17 | MILLENNIUM MANAGEMENT LLC | 1.2M | $36.8M | +51.3% | 1.218% | 0.01% |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.2M | $35.4M | +40.7% | 1.172% | 0.13% |
| 19 | MORGAN STANLEY | 1.2M | $34.7M | +44.8% | 1.151% | 0.00% |
| 20 | GeoSphere Capital Management, LLC | 800K | $23.9M | +45.5% | 0.793% | 7.81% |
| 21 | UBS Group AG | 795K | $23.8M | +77.9% | 0.789% | 0.00% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 776K | $23.2M | +20.3% | 0.769% | 0.01% |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 745K | $22.3M | +0.9% | 0.739% | 0.39% |
| 24 | NORGES BANK | 698K | $20.9M | — | 0.692% | 0.00% |
| 25 | VANGUARD CAPITAL MANAGEMENT LLC | 682K | $20.4M | — | 0.676% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NESR — a direct measure of their conviction.
Filings activity in NESR during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new NESR position in Q2 2026
Institutions that fully closed their NESR position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 227 | +21% | 69.88% | +8.18 pp | $1.94B | +58% |
| Q1 2026 | 188 | +32% | 61.70% | +4.65 pp | $1.23B | +37% |
| Q4 2025 | 142 | +18% | 57.05% | +7.54 pp | $896M | +75% |
| Q3 2025 | 120 | +26% | 49.51% | +0.04 pp | $511M | +80% |
| Q2 2025 | 95 | +19% | 49.47% | +6.78 pp | $284M | 3.5% |
| Q1 2025 | 80 | +29% | 42.69% | +1.79 pp | $295M | 14% |
| Q4 2024 | 62 | +6100% | 40.90% | +40.20 pp | $344M | +5083% |
| Q3 2024 | 1 | — | 0.70% | — | $7M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NESR stock.
Based on Q2 2026 13F filings, institutional ownership of National Energy Services Reunited Corp. stands at 69.9%, held across 227 reporting institutions.
FMR LLC is the largest reported institutional holder of NESR, with approximately 10,918,231 shares worth $0.33B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of NESR, including CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for NESR is 75 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
60 institutions opened new positions in NESR during Q2 2026, while 25 fully exited. 130 added to existing positions and 27 trimmed.
NESR institutional ownership rose by 8.18 percentage points quarter-over-quarter, with a net change of +39 holders.
The top 10 institutions account for 50.8% of all reported 13F value in NESR, and the top 25 account for 76.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.