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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
Two Sigma Investments, LP5,918,438$11.4M0.01%−3,862,371−39.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.26,369,817$50.4M0.06%+2,066,614+8.5%Added
Kopernik Global Investors, LLC32,178,392$61.8M3.79%−477,454−1.5%Reduced
Bornite Capital Management LP0$00.00%−1,000,000−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−71,130−100.0%Sold out
Shay Capital LLC0$00.00%−70,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−54,000−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−30,464−100.0%Sold out
Linscomb & Williams, Inc.0$00.00%−26,500−100.0%Sold out
Advance Capital Management, Inc.0$00.00%−22,500−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−20,330−100.0%Sold out
Vivaldi Capital Management, LLC0$00.00%−20,000−100.0%Sold out
Hibernia Wealth Partners, LLC0$00.00%−15,000−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−14,000−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−14,000−100.0%Sold out
Doliver Advisors, LP0$00.00%−10,500−100.0%Sold out
Private Advisor Group, LLC0$00.00%−10,000−100.0%Sold out
Strategies Wealth Advisors, LLC0$00.00%−10,000−100.0%Sold out
Advisory Services Network, LLC0$00.00%−8,900−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−5,000−100.0%Sold out
Synergy Investment Management, LLC0$00.00%−5,000−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−4,662−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−4,000−100.0%Sold out
Golden State Equity Partners0$00.00%−3,190−100.0%Sold out
Longview Financial Advisors, Inc.0$00.00%−2,200−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−1,300−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−700−100.0%Sold out
MAI Capital Management0$00.00%−666−100.0%Sold out
Aviso Financial Inc.0$00.00%−190−100.0%Sold out
TCFG Wealth Management, LLC––––Not filed
Evelyn Partners Investment Management LLP––––Not filed
CWM, LLC––––Not filed