Donald Smith & Co's NMR Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 12.21 M shares of Nomura Holdings, Inc. (NMR) worth $107.21 M, representing 1.90% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 8 quarters.
Based on 13F filings, Donald Smith & Co has maintained this position in NMR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 2.85 M shares. Largest reduction occurred in Q2 2026, reducing 958,244 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Nomura Holdings (NMR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Nomura Holdings (NMR) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -958,244 | Reduce 7.28% | 12.21 M | $8.78 |
| Q1 2026 | +473,959 | Add 3.73% | 13.17 M | $7.89 |
| Q4 2025 | +274,787 | Add 2.21% | 12.7 M | $8.39 |
| Q3 2025 | +1.36 M | Add 12.27% | 12.42 M | $7.27 |
| Q2 2025 | +650,835 | Add 6.25% | 11.06 M | $6.58 |
| Q1 2025 | +1.09 M | Add 11.74% | 10.41 M | $6.15 |
| Q4 2024 | +2.85 M | Add 43.98% | 9.32 M | $5.79 |
| Q3 2024 | +6.47 M | New Buy | 6.47 M | $5.22 |
Donald Smith & Co's Nomura Holdings Investment FAQs
Donald Smith & Co first purchased Nomura Holdings, Inc. (NMR) in Q3 2024, acquiring 6,471,782 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held Nomura Holdings, Inc. (NMR) for 8 quarters since Q3 2024.
Donald Smith & Co's largest addition to Nomura Holdings, Inc. (NMR) was in Q3 2024, adding 6,471,782 shares worth $33.78 M.
According to the latest 13F filing for Q2 2026, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 12,211,249 shares of Nomura Holdings, Inc. (NMR), valued at approximately $107.21 M.
As of the Q2 2026 filing, Nomura Holdings, Inc. (NMR) represents approximately 1.90% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in Nomura Holdings, Inc. (NMR) was 13,169,493 shares, as reported at the end of Q1 2026.