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NATR · Natures Sunshine Products Inc · Holdings

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$12.45 +0.06 (+0.48%) Q2 2026 earnings call transcript
Russell 2000 member Rebalance outlook locked
Market Cap
$218.01M
Shares
17.60M
Volume · Oct 28 134.82K Avg daily vol (3M) 159.89K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of NATR: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 151
Total Value: $345,093,802
Total Shares: 16,026,108
Showing 1–100 of 151 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 153 13F filers
Top Holder
15.7%
Sep 2023 → Jun 2026 · range 15.7% – 20.3%
of institutional value
Top 5
43.7%
Sep 2023 → Jun 2026 · range 43.7% – 60.4%
of institutional value
Top 10
61.6%
Sep 2023 → Jun 2026 · range 61.6% – 78.6%
of institutional value
HHI
573
Sep 2023 → Jun 2026 · range 573 – 1,005
Broadly held

Who Holds NATR

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 153 filers, like-for-like change +3.0%; actively managed books +4.2%; index-like books -1.5%.

Holder type Share Filers Change
Registered adviser 52.1% 80 +5.4%
Exempt adviser 0.6% 4 +79.1%
Adviser 2.7% 7 -6.8%
Bank 5.0% 12 +1.8%
Insurer 0.4% 1 -3.4%
Benefit plan 0.5% 4 +19.4%
Non-US 0.4% 4 -6.2%
Holding company 9.3% 8 -11.5%
Unknown 28.9% 33 +4.3%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-06-30 13F.

Conviction and Crowding

153 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
1.31% of filers hold it in their top 10
Mar 31, 2026: 2
Holders above 5%
1
median weight 0.001%
Mar 31, 2026: 1
Crowding
38.1%
of shares outstanding, 90th percentile
Mar 31, 2026: 38.1%
Private-fund advisers
37.7%
of shares outstanding
Institutional ownership
89.6%
119.5% of the estimated free float above 100%: filers can report lent or client shares more than once
Top 10 holders
61.6%
of 13F shares, Herfindahl 0.057
Active holders
+4.2%
like-for-like share change of active filers
5% stakes on record
3
0 13D, 3 13G (3 institutional, 1 passive, 0 exempt)
How long holders have held it value-weighted 17.7 quarters
Under 1 year 13.6% 1 to 3 years 21.8% 3 years or more 64.6% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$18.66
estimated per share
Mar 31, 2026: $18.07
Quarter-end price
$21.80
implied by 13F values
Estimated gain or loss
+16.8%
price against the estimated cost
Estimated at a loss
25.0%
of costed 13F value

Estimated cost covers 33.9% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies NATR's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 LOCO El Pollo Loco Holdings, Inc. 4
2 DLX Deluxe Corp 3
3 VMD Viemed Healthcare, Inc. 3
4 DBD DIEBOLD NIXDORF, Inc 3
5 NVR Nvr Inc 3
6 VEEV Veeva Systems Inc 3
7 JBL Jabil Inc 3
8 MELI Mercadolibre Inc 4
9 CCJ Cameco Corp 3
10 CRM Salesforce, Inc. 4

Shareholder Targets

13F filers that own its peers but not NATR, quarter ended Jun 30, 2026

Found through its holder-overlap peers: LOCO, DLX, VMD, DBD, NVR, VEEV, JBL, MELI, CCJ, CRM, TSM, MSFT, GOOGL, TMO, MA, KLAC, TJX, AMZN, VZ, V. 7,071 filers in all.

# Filer In peers
1 NORGES BANK Non-US, Index-like $155,193,830,572 17 held
2 Capital World Investors Adviser, Diversified active $131,753,505,210 16 held
3 Capital Research Global Investors Adviser, Diversified active $130,457,628,339 14 held
4 Capital International Investors Adviser, Diversified active $91,364,307,364 12 held
5 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $75,666,679,541 16 held
6 Fisher Asset Management, LLC Adviser, Diversified active $49,372,492,881 15 held
7 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Registered adviser, Diversified active $42,460,254,645 14 held
8 Sanders Capital, LLC Registered adviser, Concentrated $39,546,104,149 7 held
9 JENNISON ASSOCIATES LLC Registered adviser, Diversified active $39,175,338,257 13 held
10 Berkshire Hathaway Inc Insurer, Concentrated $37,839,798,880 2 held

Fund Ownership of NATR by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 11.11% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.01% 529,471
Index ETFs 8.10% 1,424,728
Active ETFs 1.52% 267,190
Active funds 8.55% 1,503,550
Unclassified 4.77% 839,997
All registered funds 25.94% 4,564,936
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 78 Exempt adviser 4 Adviser 7 Bank 12 Insurer 1 Benefit plan 4 Non-US 4 Holding company 8 Unknown 33
Showing 100 of 151
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
WYNNEFIELD CAPITAL INC $53,926,354 15.63% 2,473,686
Prescott Group Capital Management, L.L.C. $38,871,514 11.26% 1,783,097
BlackRock, Inc. $21,560,632 6.25% 989,020
DIMENSIONAL FUND ADVISORS LP $20,135,046 5.83% 923,626
AMERICAN CENTURY COMPANIES INC $15,583,272 4.52% 714,829
ACADIAN ASSET MANAGEMENT LLC $14,992,078 4.34% 687,710
KENNEDY CAPITAL MANAGEMENT LLC $13,599,515 3.94% 623,831
VANGUARD CAPITAL MANAGEMENT LLC $13,176,159 3.82% 604,411
RENAISSANCE TECHNOLOGIES LLC $11,500,982 3.33% 527,568
GEODE CAPITAL MANAGEMENT, LLC $8,282,124 2.40% 379,914
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $7,412,000 2.15% 340,000
STATE STREET CORP $7,126,202 2.07% 326,890
Hillsdale Investment Management Inc. $6,640,432 1.92% 304,607
VANGUARD PORTFOLIO MANAGEMENT LLC $6,309,094 1.83% 289,408
Boston Partners $5,726,053 1.66% 262,663
MORGAN STANLEY $5,133,700 1.49% 235,491
JACOBS LEVY EQUITY MANAGEMENT, INC $4,669,320 1.35% 214,189
Nuveen, LLC $4,553,844 1.32% 208,892
BFSG, LLC $4,335,169 1.26% 198,861
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $4,169,271 1.21% 191,251
JPMORGAN CHASE & CO $4,093,690 1.19% 187,784
MACKENZIE FINANCIAL CORP $3,141,467 0.91% 144,104
TWO SIGMA INVESTMENTS, LP $2,891,639 0.84% 132,644
NORTHERN TRUST CORP $2,831,536 0.82% 129,887
Man Group plc $2,765,831 0.80% 126,873
ALGERT GLOBAL LLC $2,700,911 0.78% 123,895
PANAGORA ASSET MANAGEMENT INC $2,427,364 0.70% 111,347
Connor, Clark & Lunn Investment Management Ltd. $2,365,757 0.69% 108,521
Skylands Capital, LLC $2,277,969 0.66% 179,509
LAZARD ASSET MANAGEMENT LLC $2,211,239 0.64% 101,433
First Eagle Investment Management, LLC $2,153,840 0.62% 98,800
AMERIPRISE FINANCIAL INC $2,126,066 0.62% 97,526
VANGUARD FIDUCIARY TRUST CO $2,091,601 0.61% 95,945
GOLDMAN SACHS GROUP INC $1,780,645 0.52% 81,681
SEI INVESTMENTS CO $1,597,504 0.46% 73,280
AQR CAPITAL MANAGEMENT LLC $1,487,957 0.43% 68,255
PRUDENTIAL FINANCIAL INC $1,435,028 0.42% 65,827
LOS ANGELES CAPITAL MANAGEMENT LLC $1,318,943 0.38% 60,502
Aristides Capital LLC $1,313,362 0.38% 60,246
Y-Intercept (Hong Kong) Ltd $1,313,338 0.38% 103,494
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1,303,334 0.38% 59,786
North Star Investment Management Corp. $1,263,289 0.37% 99,550
Trexquant Investment LP $1,037,810 0.30% 47,606
FIRST TRUST ADVISORS LP $1,030,551 0.30% 47,273
Bank of New York Mellon Corp $1,024,162 0.30% 46,980
FMR LLC $1,007,356 0.29% 46,209
FRANKLIN RESOURCES INC $1,002,123 0.29% 45,969
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $974,896 0.28% 44,720
Russell Investments Group, Ltd. $956,297 0.28% 43,867
Invesco Ltd. $818,327 0.24% 37,538
Janney Montgomery Scott LLC $801,106 0.23% 36,748
UBS Group AG $772,024 0.22% 35,414
Magnetar Financial LLC $766,248 0.22% 35,149
XTX Topco Ltd $763,021 0.22% 35,001
STRS OHIO $701,960 0.20% 32,200
MARSHALL WACE, LLP $674,273 0.20% 30,930
RITHOLTZ WEALTH MANAGEMENT $667,690 0.19% 30,628
SEGALL BRYANT & HAMILL, LLC $654,828 0.19% 30,038
Qube Research & Technologies Ltd $644,953 0.19% 29,585
BNP PARIBAS ARBITRAGE, SA $628,472 0.18% 28,829
STATE OF WISCONSIN INVESTMENT BOARD $620,667 0.18% 28,471
Squarepoint Ops LLC $590,147 0.17% 27,071
SummerHaven Investment Management, LLC $545,619 0.16% 42,996
BARCLAYS PLC $542,601 0.16% 24,890
Douglass Winthrop Advisors, LLC $521,695 0.15% 23,931
Watershed Asset Management, L.L.C. $487,796 0.14% 22,376
Amundi $477,703 0.14% 21,913
ALPS ADVISORS INC $450,867 0.13% 20,682
Jefferies Financial Group Inc. $436,000 0.13% 20,000
RHUMBLINE ADVISERS $435,803 0.13% 19,991
LSV ASSET MANAGEMENT $432,533 0.13% 19,841
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $389,696 0.11% 17,876
MARTINGALE ASSET MANAGEMENT L P $386,993 0.11% 17,752
VOYA INVESTMENT MANAGEMENT LLC $370,033 0.11% 16,974
Fortis Capital Management LLC $363,885 0.11% 16,692
Verdad Advisers, LP $359,612 0.10% 16,496
MILLENNIUM MANAGEMENT LLC $358,130 0.10% 16,428
Creative Planning $357,280 0.10% 16,389
ALLIANCEBERNSTEIN L.P. $356,866 0.10% 16,370
BRIDGEWAY CAPITAL MANAGEMENT, LLC $348,800 0.10% 16,000
Point72 Asset Management, L.P. $340,516 0.10% 15,620
Brevan Howard Capital Management LP $339,578 0.10% 15,577
CANADA PENSION PLAN INVESTMENT BOARD $337,900 0.10% 15,500
EntryPoint Capital, LLC $324,514 0.09% 14,886
DEUTSCHE BANK AG\ $316,645 0.09% 14,525
R Squared Ltd $312,219 0.09% 14,322
Vanguard Global Advisers, LLC $294,670 0.09% 13,517
PRICE T ROWE ASSOCIATES INC /MD/ $287,149 0.08% 13,172
WELLS FARGO & COMPANY/MN $279,278 0.08% 12,811
HSBC HOLDINGS PLC $271,976 0.08% 12,476
BANK OF AMERICA CORP /DE/ $263,104 0.08% 12,069
State of Wyoming $248,759 0.07% 11,411
SG Americas Securities, LLC $242,219 0.07% 11,111
Susquehanna Portfolio Strategies, LLC $238,012 0.07% 10,918
OCCUDO QUANTITATIVE STRATEGIES LP $235,396 0.07% 10,798
SUSQUEHANNA INTERNATIONAL GROUP, LLP $229,641 0.07% 10,534
MetLife Investment Management, LLC $226,371 0.07% 10,384
NEW YORK STATE TEACHERS RETIREMENT SYSTEM $213,382 0.06% 16,815
Integrated Wealth Concepts LLC $202,979 0.06% 9,311
Graham Capital Management, L.P. $202,631 0.06% 9,295

Showing the top 100 of 151 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 275053 CUSIP 639027101 13F (30d) 19 filings 19 filers Visit website Investor relations