🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Nutrien Ltd.

NTR Materials
$69.09 +$0.97 (1.42%)
Market Cap: $32.88 B
Gurus Holding
14
Popularity Rank
#156
% of Shares Held
2.34%
Net Activity (Q2 2026)
-$37.78 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 Q2 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $770.26 M.

Top institutional holders include First Eagle Investment and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $37.78 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 246.3%. Conversely, Steven Cohen reduced exposure by 99.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$23.68 M
Total Buy Value
New Buys 4
Additions 3
-$61.46 M
Total Sell Value
Reductions 7
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
7

FAQs for Nutrien Ltd. (NTR)

Major holders include First Eagle Investment ($627.69 M), Cliff Asness ($32.12 M), Jeremy Grantham ($17.73 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 11.15 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $37.78 M, with 7 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited NTR. The total reported sell value was $61.46 M.

Yes, 4 managers opened new positions in NTR, and 3 increased their existing holdings. The total reported buy value was $23.68 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.05% Reduce -0.2% 9,971,263 $627.69 M Q2 2026
0.01% Add 67.3% 510,269 $32.12 M Q2 2026
0.04% Reduce -36.1% 281,566 $17.73 M Q2 2026
0.13% New Buy 136,106 $8.57 M Q2 2026
0.01% Reduce -66.3% 76,560 $4.82 M Q2 2026
0.04% Reduce -1.4% 50,527 $3.18 M Q2 2026
0.18% Add 9.3% 37,327 $2.35 M Q2 2026
0.03% Reduce -12.2% 35,339 $2.22 M Q2 2026
0.00% Add 246.3% 14,363 $904,151 Q2 2026
0.00% New Buy 12,403 $780,769 Q2 2026
0.06% Reduce -42.0% 11,600 $730,220 Q2 2026
0.00% New Buy 4,885 $307,511 Q2 2026
0.00% New Buy 4,144 $260,891 Q2 2026
0.00% Reduce -99.7% 2,269 $141,813 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form