| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.5M | $197.3M | -1.0% | 4.536% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 7.3M | $193.4M | +0.3% | 4.446% | 0.00% |
| 6 | MORGAN STANLEY | 6.4M | $169.6M | -26.8% | 3.899% | 0.01% |
| 7 | Gates Capital Management, Inc. | 5.6M | $146.3M | +3.5% | 3.364% | 3.52% |
| 8 | STATE STREET CORP | 5.3M | $140.5M | +1.9% | 3.229% | 0.00% |
| 9 | ALLIANCEBERNSTEIN L.P. | 5.2M | $132.3M | +3.7% | 3.159% | 0.04% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4.8M | $127.7M | +69.6% | 2.937% | 0.06% |
| 11 | FRANKLIN RESOURCES INC | 4.8M | $126.7M | -30.2% | 2.914% | 0.03% |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 4.5M | $118.4M | +2.3% | 2.723% | 0.07% |
| 13 | Ilex Capital Partners (UK) LLP | 4.4M | $115.2M | — | 2.649% | 2.36% |
| 14 | Quantinno Capital Management LP | 4.2M | $110.5M | +55.7% | 2.542% | 0.13% |
| 15 | AQR CAPITAL MANAGEMENT LLC | 4.0M | $106.0M | +53.7% | 2.438% | 0.04% |
| 16 | Neuberger Berman Group LLC | 3.9M | $102.2M | +30572.9% | 2.349% | 0.03% |
| 17 | FULLER & THALER ASSET MANAGEMENT, INC. | 3.6M | $96.0M | -3.5% | 2.207% | 0.26% |
| 18 | JPMORGAN CHASE & CO | 3.3M | $89.5M | +13.3% | 2.002% | 0.00% |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | 3.2M | $83.0M | +0.0% | 1.909% | 0.00% |
| 20 | AMERICAN CENTURY COMPANIES INC | 3.1M | $80.4M | -4.7% | 1.849% | 0.04% |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.9M | $78.5M | +0.5% | 1.765% | 0.02% |
| 22 | HARRIS ASSOCIATES L P | 2.8M | $72.6M | -15.5% | 1.670% | 0.10% |
| 23 | BANK OF AMERICA CORP /DE/ | 2.7M | $72.3M | +25.2% | 1.662% | 0.00% |
| 24 | DEERFIELD MANAGEMENT COMPANY, L.P. | 2.2M | $58.2M | 0.0% | 1.339% | 0.61% |
| 25 | UBS Group AG | 2.1M | $55.9M | +79.5% | 1.284% | 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 NVST — a direct measure of their conviction.
| 199.99% |
| +92.03 pp |
| $12.67B |
| +248% |
| Q4 2024 | 284 | 0.7% | 107.96% | +2.36 pp | $3.64B | +1.9% |
| Q3 2024 | 286 | — | 105.60% | — | $3.57B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
44 institutions opened new positions in NVST during Q2 2026, while 55 fully exited. 238 added to existing positions and 86 trimmed.
NVST institutional ownership rose by 14.55 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 42.3% of all reported 13F value in NVST, and the top 25 account for 69.8%.
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.