NHI Institutional Ownership
Who owns National Health Investors Inc and what the big funds did with it last quarter, from every SEC 13F filing. 305 funds reported holding NHI at Jun 30, 2026, together owning 77.7% of the company.
- ●154 buying vs 143 selling
- ▲Held by funds +7.2 pts
- ▼Funds holding -16
- ▲Superinvestors: 2 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 305 | 321 | −5.0% |
| In funds' top 10 | 2 | 5 | −60.0% |
| 13F shares | 38.1M | 34.6M | +10.2% |
| Held by funds | 77.7% | 70.5% | +7.2 pts |
| New positions | 39 | 47 | −17.0% |
| Increased | 115 | 118 | −2.5% |
| Reduced | 89 | 93 | −4.3% |
| Sold out | 54 | 26 | +107.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in NHI
All superinvestors →
Who owns NHI
share of fund held shares- Index and passive funds59.6%
- Active managers and hedge funds19.7%
- Banks and brokers17.0%
- Pensions, insurers and other3.7%
The top 10 holders own 68.0% of all NHI shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
78 funds changed their position- Sumitomo Mitsui Trust Group, Inc.Added+189K sh
- Sound Income Strategies, LLCTrimmed−111K sh
- Sophron Capital Management L.P.Sold out−71K sh
- DekaBank Deutsche GirozentraleTrimmed−41K sh
- Exchange Traded Concepts, LLCAdded+36K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17.78% | 8.7M | $666M | +3.9M |
| 2 | Vanguard Portfolio Management LLC | 9.43% | 4.6M | $353M | +488K |
| 3 | State Street Corp | 5.57% | 2.7M | $211M | +762K |
| 4 | Vanguard Capital Management LLC | 4.27% | 2.1M | $160M | +15K |
| 5 | Principal Financial Group Inc | 4.03% | 2M | $151M | +276K |
| 6 | Bank of New York Mellon Corp | 3.27% | 1.6M | $123M | +1.1M |
| 7 | Geode Capital Management, LLC | 2.86% | 1.4M | $107M | +92K |
| 8 | Bank of America Corp /de/ | 2.08% | 1M | $77.7M | +27K |
| 9 | Charles Schwab Investment Management Inc | 1.79% | 880K | $67.1M | +54K |
| 10 | Nomura Asset Management International Inc. | 1.77% | 870K | $66.4M | −27K |
- BlackRock, Inc.+3.9M sh+$299M
- Bank of New York Mellon Corp+1.1M sh+$83.3M
- State Street Corp+762K sh+$58.8M
- Norges Bank+672K sh+$51.3M
- Vanguard Portfolio Management LLC+488K sh+$37.2M
- Principal Financial Group Inc+276K sh+$21.1M
- UBS Group AG+269K sh+$20.5M
- Segall Bryant & Hamill, LLC+209K sh+$16M
- Prudential Financial Inc−880K sh−$67.1M
- Millennium Management LLC−683K sh−$52.1M
- Land & Buildings Investment Management, LLC−587K sh−$47.5M
- Jpmorgan Chase & Co−571K sh−$44.5M
- M Holdings Securities, Inc.−509K sh−$36.7M
- Centersquare Investment Management LLC−417K sh−$31.8M
- Qube Research & Technologies Ltd−386K sh−$29.5M
- Susquehanna International Group, LLP−233K sh−$17.8M
NHI institutional ownership FAQ
Who owns the most NHI stock?
In Q2 2026 13F filings the largest holder of NHI was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and State Street Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of NHI is owned by institutions?
Funds that file 13F reports held 77.7% of NHI's shares at Jun 30, 2026, compared with 70.5% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying NHI?
In Q2 2026, 154 funds bought NHI (39 of them new positions) and 143 sold (54 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for NHI is neutral.
What is NHI's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this NHI ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.