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Nutrien Ltd.

NTR Materials
$69 +$0.19 (0.28%)
Market Cap: $33.11 B
Gurus Holding
10
Popularity Rank
#517
% of Shares Held
2.45%
Net Activity (Q1 2026)
-$175.04 M

Guru Ownership Trend

Guru Analysis for Nutrien Ltd. (NTR)

Nutrien Ltd. (NTR), a key player in the Materials 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 $810.98 M.

Top institutional holders include First Eagle Investment and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $175.04 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Joel Greenblatt reduced exposure by 88.4%.

Key Holders

Top 5 by Value

$48.43 M
$33.25 M
$23.03 M
$17.13 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$77.82 M
Total Buy Value
New Buys 2
Additions 4
-$252.85 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Nutrien Ltd. (NTR)

Major holders include First Eagle Investment ($753.76 M), Steven Cohen ($48.43 M), Jeremy Grantham ($33.25 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 11.75 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $175.04 M, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited NTR. The total reported sell value was $252.85 M.

Yes, 2 managers opened new positions in NTR, and 4 increased their existing holdings. The total reported buy value was $77.82 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.00% Reduce -24.9% 9,988,867 $753.76 M Q1 2026
0.06% New Buy 641,788 $48.43 M Q1 2026
0.09% Add 25.1% 440,818 $33.25 M Q1 2026
0.01% Add 23.0% 305,045 $23.03 M Q1 2026
0.03% New Buy 227,066 $17.13 M Q1 2026
0.04% Reduce -1.3% 51,224 $3.87 M Q1 2026
0.04% Add 1.4% 40,226 $3.08 M Q1 2026
0.20% Add 92.5% 34,137 $2.57 M Q1 2026
0.15% Reduce -1.4% 20,000 $1.51 M Q1 2026
0.00% Reduce -88.4% 4,148 $313,008 Q1 2026
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