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Northern Dynasty Minerals Ltd

NAK
Exchange
NYSE
Industry
Gold and Silver Ores
SEC CIK
0001164771

No open-market purchases or sales by Northern Dynasty Minerals Ltd insiders were filed in the last 90 days; 203 institutions reported holding it in 13F filings for Q2 2026, worth $211.1M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Northern Dynasty Minerals Ltd as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
203
+13 vs. Q1 2026
Shares held
109.6M
−5.99M (−5.2%) vs. Q1 2026
Total value
$211.1M
+$49.6M (+30.7%) vs. Q1 2026
New holders
39
64 more added
Sold out
26
40 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NAK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 203 institutions
Q1 2021: 84 institutionsQ2 2021: 84 institutionsQ3 2021: 84 institutionsQ4 2021: 87 institutionsQ1 2022: 89 institutionsQ2 2022: 84 institutionsQ3 2022: 82 institutionsQ4 2022: 87 institutionsQ1 2023: 88 institutionsQ2 2023: 89 institutionsQ3 2023: 94 institutionsQ4 2023: 90 institutionsQ1 2024: 93 institutionsQ2 2024: 91 institutionsQ3 2024: 99 institutionsQ4 2024: 112 institutionsQ1 2025: 139 institutionsQ2 2025: 151 institutionsQ3 2025: 156 institutionsQ4 2025: 168 institutionsQ1 2026: 193 institutionsQ2 2026: 203 institutions
Value heldQ2 2026: $211.1M
Q1 2021: $39.5MQ2 2021: $34.6MQ3 2021: $33.9MQ4 2021: $23.2MQ1 2022: $28.5MQ2 2022: $17.4MQ3 2022: $15.5MQ4 2022: $13.8MQ1 2023: $14.8MQ2 2023: $11.7MQ3 2023: $16.3MQ4 2023: $17.2MQ1 2024: $22.3MQ2 2024: $19.2MQ3 2024: $19.3MQ4 2024: $35.4MQ1 2025: $61.7MQ2 2025: $80.5MQ3 2025: $103.5MQ4 2025: $206.3MQ1 2026: $161.6MQ2 2026: $211.1M
Institutions holding NAK and their total value by quarter
QuarterHoldersValue
Q2 2026203$211.1M
Q1 2026193$161.6M
Q4 2025168$206.3M
Q3 2025156$103.5M
Q2 2025151$80.5M
Q1 2025139$61.7M
Q4 2024112$35.4M
Q3 202499$19.3M
Q2 202491$19.2M
Q1 202493$22.3M
Q4 202390$17.2M
Q3 202394$16.3M
Q2 202389$11.7M
Q1 202388$14.8M
Q4 202287$13.8M
Q3 202282$15.5M
Q2 202284$17.4M
Q1 202289$28.5M
Q4 202187$23.2M
Q3 202184$33.9M
Q2 202184$34.6M
Q1 202184$39.5M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Northern Dynasty Minerals Ltd; share changes are against Q1 2026.

Institutions holding NAK in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Kopernik Global Investors, LLC32,178,392$61.8M3.79%−477,454−1.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.26,369,817$50.4M0.06%+2,066,614+8.5%Added
Two Sigma Investments, LP5,918,438$11.4M0.01%−3,862,371−39.5%Reduced
Renaissance Technologies LLC4,650,149$8.93M0.01%+190,000+4.3%Added
Millennium Management LLC3,901,608$7.49M0.01%−1,525,135−28.1%Reduced
Russell Investments Group, Ltd.3,262,046$6.26M0.01%−9,741−0.3%Reduced
Commonwealth Equity Services, LLC2,513,443$4.83M0.01%−80,189−3.1%Reduced
Citadel Advisors LLC2,382,896$4.58M0.00%+440,708+22.7%Added
Susquehanna International Group, LLP2,131,934$4.09M0.00%+628,646+41.8%Added
Jane Street Group, LLC2,064,965$3.96M0.00%−3,416,034−62.3%Reduced
Stenahm Asset Managment Ltd2,046,000$3.93M2.81%00.0%Unchanged
Mackenzie Financial Corp1,293,736$3.51M0.00%+56,665+4.6%Added
UBS Group AG1,546,173$2.97M0.00%+52,319+3.5%Added
GAM Holding AG1,060,000$2.04M0.16%−1,800,000−62.9%Reduced
Bank of Montreal1,033,027$1.97M0.00%+135,500+15.1%Added
Swiss National Bank1,016,400$1.94M0.00%−84,100−7.6%Reduced
JPMorgan Chase & Co869,988$1.74M0.00%+869,947+2,121,822.0%Added
TD Asset Management Inc883,455$1.69M0.00%+50,725+6.1%Added
SEI Investments Co868,173$1.67M0.00%−689,965−44.3%Reduced
IMC-Chicago, LLC662,884$1.27M0.01%−49,497−6.9%Reduced
Advisor Group Holdings, Inc.618,651$1.19M0.00%+536,427+652.4%Added
State Street Corp613,758$1.18M0.00%+191,058+45.2%Added
Group One Trading, L.P.527,538$1.01M0.03%+105,679+25.1%Added
Legal & General Group Plc510,706$975.5K0.00%+38,951+8.3%Added
Cambridge Investment Research Advisors, Inc.497,480$955.0K0.00%−53,922−9.8%Reduced
HRT Financial LP446,210$856.0K0.00%+241,538+118.0%Added
Nations Financial Group Inc,431,300$828.1K0.04%+10,000+2.4%Added
GWM Advisors LLC420,229$806.8K0.00%+392,109+1,394.4%Added
Geode Capital Management, LLC382,470$730.8K0.00%+9,041+2.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)369,156$705.1K0.00%+212,432+135.5%Added
Vanguard Asset Management, Ltd362,167$692.0K0.00%00.0%Unchanged
Ionic Capital Management LLC345,686$663.7K0.62%−113,314−24.7%Reduced
Nuveen, LLC338,240$646.1K0.00%−64,812−16.1%Reduced
Bank of America Corp292,056$560.7K0.00%+133,805+84.6%Added
Simplex Trading, LLC291,104$558.9K0.01%+72,944+33.4%Added
Rathbone Brothers plc282,000$538.6K0.00%+282,000New
BlackRock, Inc.245,511$471.4K0.00%+134,555+121.3%Added
Point72 Asset Management, L.P.217,950$422.5K0.00%+217,950New
Quadrature Capital Ltd216,423$415.5K0.00%+82,865+62.0%Added
RFG Advisory, LLC202,490$388.8K0.01%00.0%Unchanged
Grimes & Company, Inc.189,750$364.3K0.01%00.0%Unchanged
LPL Financial LLC183,656$352.6K0.00%+30,718+20.1%Added
Goldman Sachs Group Inc175,456$336.9K0.00%−41,497−19.1%Reduced
Aletheian Wealth Advisors LLC168,200$322.9K0.14%00.0%Unchanged
Vanguard Investments Australia, Ltd.148,907$284.5K0.00%00.0%Unchanged
HighTower Advisors, LLC138,683$266.3K0.00%+6,550+5.0%Added
Federation des caisses Desjardins du Quebec140,550$260.0K0.00%00.0%Unchanged
LCM Capital Management Inc131,644$252.8K0.11%−26,956−17.0%Reduced
Cetera Investment Advisers110,860$212.9K0.00%+16,930+18.0%Added
Brady Family Wealth, LLC110,000$211.2K0.06%00.0%Unchanged
Public Employees Retirement System of Ohio107,499$205.3K0.00%−8,201−7.1%Reduced
SBI Securities Co., Ltd.105,869$203.3K0.00%+75,237+245.6%Added
Gotham Asset Management, LLC100,683$193.3K0.00%+100,683New
Captrust Financial Advisors100,175$192.3K0.00%+44,576+80.2%Added
Cadinha & Co LLC100,000$192.0K0.03%00.0%Unchanged
Stratos Wealth Advisors, LLC98,788$189.7K0.01%00.0%Unchanged
Pictet Asset Management Holding SA97,311$185.9K0.00%−11,738−10.8%Reduced
Miracle Mile Advisors, LLC85,955$165.0K0.00%00.0%Unchanged
Cerity Partners LLC85,464$164.1K0.00%+6,038+7.6%Added
SRS Capital Advisors, Inc.84,106$161.5K0.00%+84,106New
Sprott Inc.83,488$160.3K0.01%+18,000+27.5%Added
CIBC Asset Management Inc76,518$145.9K0.00%+2,770+3.8%Added
Toronto Dominion Bank76,110$145.3K0.00%−33,766−30.7%Reduced
XTX Topco Ltd74,938$143.9K0.00%−74,681−49.9%Reduced
Raymond James Financial Inc67,321$129.3K0.00%−5,437−7.5%Reduced
Cary Street Partners Financial LLC62,000$119.0K0.00%+1,000+1.6%Added
Pasadena Private Wealth, LLC52,453$100.7K0.01%+52,453New
Allegheny Financial Group LTD52,100$100.0K0.01%00.0%Unchanged
Stone House Investment Management, LLC51,575$99.0K0.01%+51,575New
Great West Life Assurance Co51,104$93.0K0.00%00.0%Unchanged
Citigroup Inc46,241$88.3K0.00%+26,767+137.4%Added
Tower Research Capital LLC (TRC)45,234$86.8K0.00%+43,734+2,915.6%Added
Game Plan Financial Advisors, LLC45,000$86.4K0.03%00.0%Unchanged
American Century Companies Inc45,047$86.1K0.00%−25,906−36.5%Reduced
Equitable Trust Co42,311$81.2K0.00%+17,311+69.2%Added
Pittenger & Anderson Inc40,750$78.2K0.00%00.0%Unchanged
Versant Capital Management, Inc40,606$78.0K0.01%00.0%Unchanged
Western Reserve Capital Management, LLC40,106$77.0K0.06%−16,000−28.5%Reduced
Pekin Hardy Strauss, Inc.40,000$76.8K0.01%00.0%Unchanged
Royal Bank of Canada39,656$76.0K0.00%−3,392−7.9%Reduced
Sig Brokerage, LP36,957$71.0K0.01%00.0%Unchanged
Sowell Financial Services LLC35,300$67.8K0.00%+35,300New
Allium Financial Advisors, LLC35,000$67.2K0.04%00.0%Unchanged
626 Financial, LLC34,200$65.7K0.03%+4,000+13.2%Added
Morgan Stanley33,068$63.5K0.00%+13,672+70.5%Added
Scratch Capital LLC32,434$62.3K0.03%00.0%Unchanged
Ethos Financial Group, LLC45,000$62.1K0.00%+45,000New
Tudor Investment Corp Et Al30,986$59.5K0.00%−27,914−47.4%Reduced
Two Sigma Securities, LLC30,596$58.7K0.01%+19,788+183.1%Added
Blueshift Asset Management, LLC30,517$58.6K0.01%+30,517New
Wiley Bros.-Aintree Capital, LLC30,000$57.6K0.00%00.0%Unchanged
Swiss Life Asset Management Ltd30,091$57.3K0.00%+1,415+4.9%Added
Baird Financial Group, Inc.28,548$54.8K0.00%−2,052−6.7%Reduced
TCFG Investment Advisors, LLC26,600$51.1K0.02%+2,000+8.1%Added
Kestra Advisory Services, LLC26,570$51.0K0.00%−4,914−15.6%Reduced
Aptus Capital Advisors, LLC26,500$50.9K0.00%+8,000+43.2%Added
AQR Capital Management LLC26,365$50.5K0.00%+13,031+97.7%Added
Brookstone Capital Management26,285$50.5K0.00%+1,874+7.7%Added
Sage Investment Advisers LLC26,000$49.9K0.03%00.0%Unchanged
Ellsworth Advisors, LLC29,474$49.5K0.01%+9,035+44.2%Added