Guru Ownership Trend
Guru Analysis for National Fuel Gas Company (NFG)
National Fuel Gas Company (NFG), a key player in the Energy sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $363.3 M.
Top institutional holders include Cliff Asness and Mario Gabelli.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $93.75 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 103.4%. Conversely, Ray Dalio reduced exposure by 63.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.13% | Add 103.4% | 2,138,153 | $197.5 M | Q3 2025 | |
| 1.26% | Reduce -6.8% | 1,408,545 | $130.11 M | Q3 2025 | |
| 0.21% | Add 74.9% | 521,928 | $48.21 M | Q3 2025 | |
| 0.02% | Reduce -11.8% | 151,400 | $13.98 M | Q3 2025 | |
| 0.01% | Reduce -26.4% | 91,072 | $8.41 M | Q3 2025 | |
| 0.03% | Reduce -63.5% | 80,506 | $7.44 M | Q3 2025 | |
| 1.49% | Reduce -0.9% | 17,397 | $1.61 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for National Fuel Gas Company (NFG)
Top Guru holders include Cliff Asness ($197.5 M), Mario Gabelli ($130.11 M), Joel Greenblatt ($48.21 M). Collectively, tracked Gurus hold 4.41 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $93.75 M, with 2 Gurus buying and 5 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 0 Gurus sold out of NFG completely. Total sell value was $27.31 M.
Yes, 0 Gurus opened new positions in NFG, and 2 added to their existing holdings. Total buy value was $121.05 M.