| 0.01% |
| 4 | STATE STREET CORP | 4.2M | $326.5M | +8.5% | 4.418% | 0.00% |
| 5 | Energy Income Partners, LLC | 3.0M | $231.3M | +15.7% | 3.152% | 3.64% |
| 6 | GABELLI FUNDS LLC | 2.3M | $179.6M | -0.2% | 2.448% | 1.15% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 2.0M | $152.1M | +63.9% | 2.073% | 0.05% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $151.7M | +1.1% | 2.067% | 0.01% |
| 9 | Yaupon Capital Management LP | 1.9M | $143.6M | +78.3% | 1.957% | 2.83% |
| 10 | GAMCO INVESTORS, INC. ET AL | 1.4M | $105.8M | +0.1% | 1.442% | 0.95% |
| 11 | MORGAN STANLEY | 1.4M | $105.6M | +10.5% | 1.439% | 0.01% |
| 12 | Blackstone Inc. | 1.2M | $95.4M | +110.6% | 1.300% | 0.24% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $93.8M | +3.1% | 1.278% | 0.02% |
| 14 | NORGES BANK | 1.1M | $84.3M | — | 1.149% | 0.01% |
| 15 | FIRST TRUST ADVISORS LP | 1.1M | $82.4M | -0.5% | 1.123% | 0.05% |
| 16 | EQUITY INVESTMENT CORP | 1.0M | $78.2M | -1.0% | 1.066% | 1.49% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 987K | $76.2M | +1.0% | 1.038% | 0.01% |
| 18 | Invesco Ltd. | 970K | $74.9M | +9.5% | 1.021% | 0.01% |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 959K | $74.1M | -21.6% | 1.009% | 0.04% |
| 20 | NORTHERN TRUST CORP | 932K | $72.0M | -0.3% | 0.981% | 0.01% |
| 21 | SOUND SHORE MANAGEMENT INC /CT/ | 903K | $69.7M | — | 0.950% | 2.15% |
| 22 | Bank of New York Mellon Corp | 885K | $68.3M | -6.6% | 0.931% | 0.01% |
| 23 | BANK OF AMERICA CORP /DE/ | 756K | $58.3M | +7.7% | 0.795% | 0.00% |
| 24 | Aventail Capital Group, LP | 721K | $55.7M | +0.1% | 0.759% | 3.19% |
| 25 | AMERIPRISE FINANCIAL INC | 612K | $47.3M | -0.3% | 0.644% | 0.01% |
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 NFG — a direct measure of their conviction.
| 76.16% |
| +0.34 pp |
| $5.11B |
| +30% |
| Q4 2024 | 486 | +3.4% | 75.82% | +1.92 pp | $3.93B | +2.7% |
| Q3 2024 | 470 | — | 73.90% | — | $3.83B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
85 institutions opened new positions in NFG during Q2 2026, while 87 fully exited. 100 added to existing positions and 452 trimmed.
NFG institutional ownership rose by 4.31 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 53.5% of all reported 13F value in NFG, and the top 25 account for 73.8%.
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.
National Fuel Gas Company (NFG) Institutional Ownership