Guru Ownership Trend
Guru Analysis for NMI Holdings, Inc. (NMIH)
NMI Holdings, Inc. (NMIH), a key player in the Financials sector, continues to attract institutional attention.
As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $105.4 M.
Top institutional holders include Cliff Asness and Donald Smith & Co.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $6.28 M net outflow during the quarter.
Recent activity highlights Donald Smith & Co who increased their stake by 6.0%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 73.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for NMI Holdings, Inc. (NMIH)
Major holders include Cliff Asness ($26.94 M), Donald Smith & Co ($14.91 M), Paul Tudor Jones ($13.76 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.84 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $6.28 M, with 4 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited NMIH. The total reported sell value was $8.21 M.
Yes, 0 managers opened new positions in NMIH, and 4 increased their existing holdings. The total reported buy value was $1.93 M.