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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, Q1 2026

Institutional positions in Northern Dynasty Minerals Ltd as of Mar 31, 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
193
+27 vs. Q4 2025
Shares held
115.6M
+10.9M (+10.4%) vs. Q4 2025
Total value
$161.6M
−$44.6M (−21.6%) vs. Q4 2025
New holders
52
43 more added
Sold out
25
46 more reduced

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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 holdersQ1 2026: 193 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 heldQ1 2026: $161.6M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Northern Dynasty Minerals Ltd; share changes are against Q4 2025.

Institutions holding NAK in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−64,305−100.0%Sold out
SIH Partners, LLLP0$00.00%−51,666−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−22,978−100.0%Sold out
True North Advisors, LLC0$00.00%−22,750−100.0%Sold out
Hartree Partners, LP0$00.00%−20,000−100.0%Sold out
Resolute Capital, LLC0$00.00%−16,600−100.0%Sold out
Lazard Asset Management LLC0$00.00%−16,304−100.0%Sold out
Walleye Capital LLC0$00.00%−16,000−100.0%Sold out
Merit Financial Group, LLC0$00.00%−13,331−100.0%Sold out
Advisory Alpha, LLC0$00.00%−10,958−100.0%Sold out
Quadcap Wealth Management, LLC0$00.00%−8,600−100.0%Sold out
Islay Capital Management, LLC0$00.00%−5,000−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−4,865−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−2,216−100.0%Sold out
VSM Wealth Advisory, LLC0$00.00%−1,176−100.0%Sold out
US Bancorp0$00.00%−1,000−100.0%Sold out
Belvedere Trading LLC0$00.00%−772−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−500−100.0%Sold out
ORG Partners LLC––––Not filed
Global Retirement Partners, LLC––––Not filed