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Nestle SA (NSRGY)

CUSIP: 641069406 | US | Consumer Defensive · Packaged Foods | Mega Cap | 718 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Douglas Lane & Associates, LLC1,011,074
1.2% of portfolio›$91.8M
Saybrook Capital76,653
1.7% of portfolio›$7.0M
Moody Lynn Lieberson & Walker, LLC69,589
0.3% of portfolio›$6.3M
Ramsay, Stattman, Vela & Price, Inc.59,983
0.9% of portfolio›$5.4M
Mengis Capital Management, Inc.53,295
0.7% of portfolio›$4.8M
Boston Common Asset Management, LLC50,304
0.3% of portfolio›$4.6M
Generali Investments CEE, investicni spolecnost, a.s.37,160
0.2% of portfolio›$3.8M
Neville Rodie & Shaw Inc32,776
0.2% of portfolio›$3.0K
Henry James International Management Inc.30,495
0.8% of portfolio›$2.8M
Sentinel Trust Co LBA25,685
0.0% of portfolio›$2.3K
Benedict Financial Advisors Inc24,403
0.4% of portfolio›$2.2M
Pinnacle Wealth Management Advisory Group, LLC21,328
0.1% of portfolio›$1.9M
Delta Capital Management LLC20,710
0.0% of portfolio›$1.9K
Horrell Capital Management, Inc.19,288
0.9% of portfolio›$1.8M
Carret Asset Management, LLC15,001
0.1% of portfolio›$1.4M
Verity Asset Management, Inc.11,504
0.4% of portfolio›$1.0M
Gamma Investing LLC9,694
0.0% of portfolio›$880.0K
Yousif Capital Management, LLC6,684
0.0% of portfolio›$608.6K
Ferguson Wellman Capital Management, Inc6,542
0.0% of portfolio›$593.9K
Magnolia Capital Management LTD6,000
0.0% of portfolio›$545
Forbes J M & Co LLP5,892
0.0% of portfolio›$534.9K
S.A. Mason LLC5,748
0.2% of portfolio›$521.8K
Cullen Investment Group, Ltd.4,718
0.1% of portfolio›$431.1K
Councilmark Asset Management, LLC4,517
0.2% of portfolio›$410.1K
Canopy Partners, LLC3,919
0.1% of portfolio›$355.8K
Farmers & Merchants Trust Co of Long Beach3,597
0.1% of portfolio›$327.5K
Lawson Kroeker Investment Management Inc3,505
0.1% of portfolio›$319.1K
Violich Capital Management, Inc.3,100
0.0% of portfolio›$281.4K
Alta Capital Management LLC/2,962
0.0% of portfolio›$268.9K
First Merchants Corp2,700
0.0% of portfolio›$245.8K
Associated Banc-Corp2,646
0.0% of portfolio›$240.9K
Copeland Capital Management, LLC2,375
0.0% of portfolio›$215.6K
Ascentis Wealth Management, LLC2,088
0.0% of portfolio›$189.5K
RMG Wealth Management LLC1,891
0.0% of portfolio›$195.8K
Main Street Group, LTD813
0.0% of portfolio›$73.8K
Sawyer & Company, Inc650
0.0% of portfolio›$59.0K
Westside Investment Management, Inc.439
0.0% of portfolio›$39.6K
Thompson Investment Management, Inc.400
0.0% of portfolio›$36.3K
General Partner, Inc.300
0.0% of portfolio›$27.2K
Ascentis Independent Advisors250
0.0% of portfolio›$22.7K
Gleason Group, Inc.219
0.0% of portfolio›$19.9K
Byrne Asset Management LLC215
0.0% of portfolio›$19.3K
Manitou Investment Management Ltd.210
0.0% of portfolio›$19.1K
Sterling Capital Management LLC201
0.0% of portfolio›$18.3K
Burkett Financial Services, LLC100
0.0% of portfolio›$9.1K
Horizon Financial Services, LLC71
0.0% of portfolio›$6.4K
Markowski Investments51
0.0% of portfolio›$4.6K
Richardson Financial Services Inc.7
0.0% of portfolio›$635
StyleTurnoverLocationFiled
Douglas Lane & Associates, LLC
1,011,074$91.8M1.2%ValueLowNew York, NY2026-10-09
Saybrook Capital
76,653$7.0M1.7%CoreVery LowSag Harbor, NY2026-10-27
Moody Lynn Lieberson & Walker, LLC
69,589$6.3M0.3%MomentumLowBoston, MA2026-10-14
Ramsay, Stattman, Vela & Price, Inc.
59,983$5.4M0.9%GrowthVery LowColorado Springs, CO2026-10-19
Mengis Capital Management, Inc.
53,295$4.8M0.7%CoreLowPortland, OR2026-10-13
Boston Common Asset Management, LLC
50,304$4.6M0.3%CoreLowBoston, MA2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
37,160$3.8M0.2%CoreLowPrague, Bahrain2026-10-15
Neville Rodie & Shaw Inc
32,776$3.0K0.2%GrowthLowNew York, NY2026-10-05
Henry James International Management Inc.
30,495$2.8M0.8%GARPLowNew York, NY2026-10-14
Sentinel Trust Co LBA
25,685$2.3K0.0%ETFVery LowHouston, TX2026-11-03
Benedict Financial Advisors Inc
24,403$2.2M0.4%CoreVery LowAtlanta, GA2026-10-07
Pinnacle Wealth Management Advisory Group, LLC
21,328$1.9M0.1%GrowthLowRed Bank, NJ2026-10-23
Delta Capital Management LLC
20,710$1.9K0.0%CoreLowRed Bank, NJ2026-10-16
Horrell Capital Management, Inc.
19,288$1.8M0.9%ValueVery LowLittle Rock, AR2026-10-08
Carret Asset Management, LLC
15,001$1.4M0.1%CoreVery LowNew York, NY2026-11-04
Verity Asset Management, Inc.
11,504$1.0M0.4%CoreMediumDurham, NC2026-10-30
Gamma Investing LLC
9,694$880.0K0.0%IndexVery LowFoster City, CA2026-10-08
Yousif Capital Management, LLC
6,684$608.6K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Ferguson Wellman Capital Management, Inc
6,542$593.9K0.0%CoreLowPortland, OR2026-10-05
Magnolia Capital Management LTD
6,000$5450.0%GrowthVery LowCold Spring, NY2026-10-09
Forbes J M & Co LLP
5,892$534.9K0.0%GrowthVery LowBoston, MA2026-10-16
S.A. Mason LLC
5,748$521.8K0.2%GrowthVery LowHolland, MI2026-10-13
Cullen Investment Group, Ltd.
4,718$431.1K0.1%CoreLowLafayette, LA2026-10-13
Councilmark Asset Management, LLC
4,517$410.1K0.2%CoreVery LowKnoxville, TN2026-10-20
Canopy Partners, LLC
3,919$355.8K0.1%GrowthLowCincinnati, OH2026-10-28
Farmers & Merchants Trust Co of Long Beach
3,597$327.5K0.1%CoreVery LowLong Beach, CA2026-10-22
Lawson Kroeker Investment Management Inc
3,505$319.1K0.1%ValueLowOmaha, NE2026-10-22
Violich Capital Management, Inc.
3,100$281.4K0.0%GrowthVery LowMill Valley, CA2026-10-05
Alta Capital Management LLC/
2,962$268.9K0.0%GrowthMediumSalt Lake City, UT2026-10-26
First Merchants Corp
2,700$245.8K0.0%GrowthLowMuncie, IN2026-10-15
Associated Banc-Corp
2,646$240.9K0.0%CoreLowGreen Bay, WI2026-10-30
Copeland Capital Management, LLC
2,375$215.6K0.0%ValueMediumConshohocken, PA2026-10-13
Ascentis Wealth Management, LLC
2,088$189.5K0.0%Agg GrowthLowDallas, TX2026-11-03
RMG Wealth Management LLC
1,891$195.8K0.0%ETFVery HighPlatteville, WI2026-10-26
Main Street Group, LTD
813$73.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Sawyer & Company, Inc
650$59.0K0.0%GrowthLowBoston, MA2026-10-21
Westside Investment Management, Inc.
439$39.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Thompson Investment Management, Inc.
400$36.3K0.0%ValueMediumMadison, WI2026-10-14
General Partner, Inc.
300$27.2K0.0%CoreLowPittsburgh, PA2026-10-05
Ascentis Independent Advisors
250$22.7K0.0%ETFLowDallas, TX2026-11-03
Gleason Group, Inc.
219$19.9K0.0%ETFVery LowProspect, KY2026-10-15
Byrne Asset Management LLC
215$19.3K0.0%CoreLowKingston, NJ2026-10-06
Manitou Investment Management Ltd.
210$19.1K0.0%CoreMediumToronto, Australia2026-10-15
Sterling Capital Management LLC
201$18.3K0.0%GARPMediumCharlotte, NC2026-10-22
Burkett Financial Services, LLC
100$9.1K0.0%ETFLowRock Hill, SC2026-10-01
Horizon Financial Services, LLC
71$6.4K0.0%ETFLowWinston Salem, NC2026-11-04
Markowski Investments
51$4.6K0.0%ETFN/ATampa, FL2026-10-30
Richardson Financial Services Inc.
7$6350.0%GrowthMediumMedway, MA2026-10-30