NCR Atleos Corp
NATL- Exchange
- NYSE
- Industry
- Calculating & Accounting Machines (No Electronic Computers)
- SEC CIK
- 0001974138
No open-market purchases or sales by NCR Atleos Corp insiders were filed in the last 90 days; 361 institutions reported holding it in 13F filings for Q2 2026, worth $3.07B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2025
Institutional positions in NCR Atleos Corp as of Jun 30, 2025. 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
- 286
- −9 vs. Q1 2025
- Shares held
- 72.1M
- +2.94M (+4.2%) vs. Q1 2025
- Total value
- $2.06B
- +$230.3M (+12.6%) vs. Q1 2025
- New holders
- 34
- 99 more added
- Sold out
- 43
- 79 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NATL 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 361 | $3.07B |
| Q1 2026 | 364 | $2.93B |
| Q4 2025 | 338 | $2.70B |
| Q3 2025 | 309 | $2.77B |
| Q2 2025 | 286 | $2.06B |
| Q1 2025 | 299 | $1.83B |
| Q4 2024 | 288 | $2.34B |
| Q3 2024 | 284 | $1.97B |
| Q2 2024 | 291 | $1.83B |
| Q1 2024 | 283 | $1.28B |
| Q4 2023 | 284 | $1.53B |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding NCR Atleos Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Breakwater Investment Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $29 | 0.00% | +1 | New |
| Salem Investment Counselors Inc | 3 | $86 | 0.00% | −21−87.5% | Reduced |
| Pacific Center for Financial Services | 3 | $86 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4 | $114 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5 | $142 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $143 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $143 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5 | $143 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $143 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $171 | 0.00% | −310−98.1% | Reduced |
| Medallion Wealth Advisors, LLC | 6 | $171 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 6 | $171 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $171 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6 | $171 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 6 | $171 | 0.00% | +6 | New |
| Harbor Asset Planning, Inc. | 6 | $171 | 0.00% | +6 | New |
| Avalon Trust Co | 6 | $172 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 6 | $172 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $200 | 0.00% | −8−53.3% | Reduced |
| SJS Investment Consulting Inc. | 8 | $229 | 0.00% | −6−42.9% | Reduced |
| Eastern Bank | 10 | $285 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $285 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $286 | 0.00% | −7−41.2% | Reduced |
| Rosenberg Matthew Hamilton | 12 | $342 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $371 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 15 | $428 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 15 | $428 | 0.00% | +15 | New |
| Sunbelt Securities, Inc. | 13 | $441 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 17 | $485 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 19 | $541 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19 | $543 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 20 | $571 | 0.00% | +1+5.3% | Added |
| Country Trust Bank | 22 | $628 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 25 | $713 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $827 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $884 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 31 | $885 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 31 | $885 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 34 | $969 | 0.00% | +34 | New |
| Caitong International Asset Management Co., Ltd | 35 | $999 | 0.00% | −261−88.2% | Reduced |
| Scarborough Advisors, LLC | 38 | $1.08K | 0.00% | +38 | New |
| Sound Income Strategies, LLC | 39 | $1.11K | 0.00% | −7−15.2% | Reduced |
| ORG Partners LLC | 40 | $1.14K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 40 | $1.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $1.17K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 42 | $1.20K | 0.00% | −33−44.0% | Reduced |
| Central Trust Co | 42 | $1.20K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 44 | $1.25K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 49 | $1.40K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 51 | $1.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 52 | $1.48K | 0.00% | +4+8.3% | Added |
| Parallel Advisors, LLC | 57 | $1.63K | 0.00% | −8−12.3% | Reduced |
| Caldwell Trust Co | 57 | $1.63K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 62 | $1.77K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 62 | $1.77K | 0.00% | +62 | New |
| Bogart Wealth, LLC | 67 | $1.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 73 | $2.00K | 0.00% | −2−2.7% | Reduced |
| Parkside Financial Bank & Trust | 86 | $2.46K | 0.00% | −57−39.9% | Reduced |
| Essential Partners LLC | 92 | $2.63K | 0.00% | +92 | New |
| Huntington National Bank | 93 | $2.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 103 | $2.94K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 108 | $3.08K | 0.00% | −315−74.5% | Reduced |
| Massmutual Trust Co FSB | 113 | $3.22K | 0.00% | −36−24.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 89 | $3.27K | 0.00% | +89 | New |
| Northwestern Mutual Wealth Management Co | 131 | $3.74K | 0.00% | −47−26.4% | Reduced |
| Farther Finance Advisors, LLC | 136 | $3.88K | 0.00% | +109+403.7% | Added |
| Armstrong Advisory Group, Inc | 142 | $4.05K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 146 | $4.17K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 147 | $4.19K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 150 | $4.28K | 0.00% | +40+36.4% | Added |
| Cape Investment Advisory, Inc. | 152 | $4.34K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 165 | $4.71K | 0.00% | −10−5.7% | Reduced |
| Sterling Capital Management LLC | 174 | $4.96K | 0.00% | +100+135.1% | Added |
| Jones Financial Companies LLLP | 173 | $5.11K | 0.00% | −108−38.4% | Reduced |
| Quarry LP | 184 | $5.25K | 0.00% | +94+104.4% | Added |
| Atlantic Union Bankshares Corp | 190 | $5.42K | 0.00% | +190 | New |
| Signaturefd, LLC | 201 | $5.74K | 0.00% | −76−27.4% | Reduced |
| Ameritas Advisory Services, LLC | 205 | $5.85K | 0.00% | +205 | New |
| Covestor Ltd | 194 | $6.00K | 0.00% | +49+33.8% | Added |
| Motco | 200 | $6.12K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 220 | $6.28K | 0.00% | +107+94.7% | Added |
| Spire Wealth Management | 224 | $6.39K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 235 | $6.71K | 0.00% | −56−19.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 239 | $6.82K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 252 | $7.19K | 0.00% | −1−0.4% | Reduced |
| St Germain D J Co Inc | 274 | $7.82K | 0.00% | +24+9.6% | Added |
| MAI Capital Management | 298 | $8.50K | 0.00% | +42+16.4% | Added |
| LRI Investments, LLC | 335 | $9.56K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 335 | $9.56K | 0.00% | +335 | New |
| First Command Advisory Services, Inc. | 379 | $10.8K | 0.00% | +379 | New |
| Aster Capital Management (DIFC) Ltd | 380 | $10.8K | 0.00% | −75−16.5% | Reduced |
| Hantz Financial Services, Inc. | 415 | $12.0K | 0.00% | +64+18.2% | Added |
| WFA of San Diego, LLC | 451 | $12.9K | 0.01% | +451 | New |
| EverSource Wealth Advisors, LLC | 459 | $13.1K | 0.00% | +122+36.2% | Added |
| Bartlett & Co. Wealth Management LLC | 475 | $13.6K | 0.00% | −52−9.9% | Reduced |
| Geneos Wealth Management Inc. | 516 | $14.7K | 0.00% | +176+51.8% | Added |
| Allworth Financial LP | 524 | $14.9K | 0.00% | +109+26.3% | Added |