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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $149.41 M.
Top institutional holders include Cliff Asness and Donald Smith & Co.
Institutional sentiment is currently Bullish. This is evidenced by a $22.88 M net inflow during the quarter.
Recent activity highlights Donald Smith & Co who increased their stake by 122.0%. Conversely, Steven Cohen reduced exposure by 38.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for NMI Holdings, Inc. (NMIH)
Major holders include Cliff Asness ($39.2 M), Donald Smith & Co ($36.26 M), Ronald Muhlenkamp ($15.14 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 3.4 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $22.88 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited NMIH. The total reported sell value was $9.52 M.
Yes, 1 managers opened new positions in NMIH, and 5 increased their existing holdings. The total reported buy value was $32.39 M.
