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National CineMedia, Inc.

NCMI
Exchange
Nasdaq
Industry
Services-Advertising
SEC CIK
0001377630

In the last 90 days, National CineMedia, Inc. insiders filed 0 open-market purchases and 5 sales; 108 institutions reported holding it in 13F filings for Q2 2026, worth $318.6M in total; no superinvestor holds it.

13F holders, Q1 2024

Institutional positions in National CineMedia, Inc. as of Mar 31, 2024. 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
82
+18 vs. Q4 2023
Shares held
73.2M
+3.16M (+4.5%) vs. Q4 2023
Total value
$376.8M
+$86.8M (+29.9%) vs. Q4 2023
New holders
30
24 more added
Sold out
12
14 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NCMI 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 2024: 82 institutions
Q1 2021: 110 institutionsQ2 2021: 105 institutionsQ3 2021: 96 institutionsQ4 2021: 102 institutionsQ1 2022: 99 institutionsQ2 2022: 79 institutionsQ3 2022: 63 institutionsQ4 2022: 54 institutionsQ1 2023: 53 institutionsQ2 2023: 39 institutionsQ3 2023: 51 institutionsQ4 2023: 65 institutionsQ1 2024: 82 institutionsQ2 2024: 75 institutionsQ3 2024: 97 institutionsQ4 2024: 116 institutionsQ1 2025: 112 institutionsQ2 2025: 104 institutionsQ3 2025: 108 institutionsQ4 2025: 100 institutionsQ1 2026: 104 institutionsQ2 2026: 108 institutions
Value heldQ1 2024: $376.8M
Q1 2021: $257.0MQ2 2021: $278.9MQ3 2021: $172.7MQ4 2021: $134.5MQ1 2022: $110.4MQ2 2022: $30.4MQ3 2022: $18.7MQ4 2022: $6.34MQ1 2023: $3.16MQ2 2023: $7.21MQ3 2023: $153.1MQ4 2023: $290.1MQ1 2024: $376.8MQ2 2024: $326.1MQ3 2024: $538.0MQ4 2024: $523.1MQ1 2025: $466.9MQ2 2025: $383.7MQ3 2025: $360.2MQ4 2025: $318.6MQ1 2026: $252.0MQ2 2026: $318.6M
Institutions holding NCMI and their total value by quarter
QuarterHoldersValue
Q2 2026108$318.6M
Q1 2026104$252.0M
Q4 2025100$318.6M
Q3 2025108$360.2M
Q2 2025104$383.7M
Q1 2025112$466.9M
Q4 2024116$523.1M
Q3 202497$538.0M
Q2 202475$326.1M
Q1 202482$376.8M
Q4 202365$290.1M
Q3 202351$153.1M
Q2 202339$7.21M
Q1 202353$3.16M
Q4 202254$6.34M
Q3 202263$18.7M
Q2 202279$30.4M
Q1 202299$110.4M
Q4 2021102$134.5M
Q3 202196$172.7M
Q2 2021105$278.9M
Q1 2021110$257.0M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding National CineMedia, Inc.; share changes are against Q4 2023.

Institutions holding NCMI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Blantyre Capital Ltd26,664,349$137.3M74.85%00.0%Unchanged
Hotchkis & Wiley Capital Management LLC6,574,987$33.9M0.11%+1,834,790+38.7%Added
JPMorgan Chase & Co4,745,684$24.4M0.00%−1,257,488−20.9%Reduced
Vanguard Group Inc3,584,556$18.5M0.00%+18,347+0.5%Added
Voya Investment Management LLC2,765,058$14.2M0.01%00.0%Unchanged
Goldman Sachs Group Inc2,389,935$12.3M0.00%+832,875+53.5%Added
Barclays PLC2,263,046$11.7M0.01%−757,254−25.1%Reduced
First Eagle Investment Management, LLC1,966,355$10.1M0.02%+537,822+37.6%Added
Glendon Capital Management LP1,678,903$8.65M0.67%00.0%Unchanged
Alliancebernstein L.P.1,639,100$8.44M0.00%−6,356−0.4%Reduced
BlackRock Inc.1,533,499$7.90M0.00%−99,336−6.1%Reduced
Whitebox Advisors LLC1,512,505$7.79M0.30%00.0%Unchanged
Wellington Management Group LLP1,420,695$7.32M0.00%+83,748+6.3%Added
Morgan Stanley1,308,405$6.74M0.00%−1,594,638−54.9%Reduced
Ancora Advisors, LLC1,136,476$5.85M0.13%+444,433+64.2%Added
Contrarian Capital Management, L.L.C.1,122,187$5.78M1.58%−418,650−27.2%Reduced
Geode Capital Management, LLC985,392$5.08M0.00%+5,154+0.5%Added
Invesco Ltd.956,278$4.92M0.00%+956,278New
Millennium Management LLC891,597$4.59M0.00%+758,847+571.6%Added
Manatuck Hill Partners, LLC800,000$4.12M1.81%+200,000+33.3%Added
Qube Research & Technologies Ltd726,176$3.74M0.01%+562,998+345.0%Added
Susquehanna International Group, LLP551,321$2.84M0.00%+219,180+66.0%Added
Gendell Jeffrey L456,620$2.35M0.09%+456,620New
Fuller & Thaler Asset Management, Inc.432,810$2.23M0.01%+432,810New
Marshall Wace, LLP414,386$2.13M0.00%+150,858+57.2%Added
Bank of America Corp403,154$2.08M0.00%−169,424−29.6%Reduced
Citigroup Inc381,966$1.97M0.00%−227,149−37.3%Reduced
State Street Corp357,409$1.84M0.00%−14,400−3.9%Reduced
Russell Investments Group, Ltd.326,643$1.68M0.00%+47,906+17.2%Added
South Dakota Investment Council307,498$1.58M0.03%00.0%Unchanged
Citadel Advisors LLC241,739$1.24M0.00%+241,739New
Northern Trust Corp207,334$1.07M0.00%−3,815−1.8%Reduced
Renaissance Technologies LLC187,000$963.0K0.00%+187,000New
Arrowstreet Capital, Limited Partnership168,098$866.0K0.00%+168,098New
Balyasny Asset Management LLC151,139$778.4K0.00%−42,599−22.0%Reduced
Zazove Associates LLC130,126$670.0K0.09%00.0%Unchanged
Jane Street Group, LLC118,185$608.7K0.00%+118,185New
Cubist Systematic Strategies, LLC113,750$585.8K0.01%+113,750New
UBS Group AG113,728$585.7K0.00%+107,195+1,640.8%Added
HRT Financial LP97,191$500.0K0.00%+97,191New
Marathon Trading Investment Management LLC94,500$486.7K0.19%+94,500New
Winton Group Ltd86,338$444.6K0.03%−2,474−2.8%Reduced
Jump Financial, LLC85,320$439.4K0.01%+32,720+62.2%Added
Tudor Investment Corp Et Al78,183$402.6K0.00%+78,183New
American Century Companies Inc74,378$383.0K0.00%+29,319+65.1%Added
National Bank of Canada77,514$348.7K0.00%00.0%Unchanged
Quadrature Capital Ltd57,870$298.0K0.01%+57,870New
Schonfeld Strategic Advisors LLC57,364$295.4K0.00%+16,854+41.6%Added
Harbor Capital Advisors, Inc.56,398$290.0K0.04%+56,398New
ExodusPoint Capital Management, LP54,582$281.0K0.00%−25,171−31.6%Reduced
Brevan Howard Capital Management LP50,988$262.6K0.02%+50,988New
Jefferies Financial Group Inc.50,000$257.5K0.01%+1,200+2.5%Added
Y-Intercept (Hong Kong) Ltd48,870$251.7K0.02%+22,241+83.5%Added
Charles Schwab Investment Management Inc44,303$228.2K0.00%00.0%Unchanged
Verition Fund Management LLC44,037$226.8K0.00%+44,037New
Royal Bank of Canada41,900$216.0K0.00%+41,900New
Squarepoint Ops LLC39,703$204.5K0.00%+39,703New
Point72 Asia (Singapore) Pte. Ltd.36,501$188.0K0.05%+36,501New
State of New Jersey Common Pension Fund D30,360$156.4K0.00%00.0%Unchanged
Luxor Capital Group, LP29,195$150.4K0.02%+29,195New
Omers Administration Corp27,600$142.1K0.00%+27,600New
Virtu Financial LLC26,223$135.0K0.01%+3,172+13.8%Added
Oxford Asset Management LLP24,997$128.7K0.14%+24,997New
Oppenheimer Asset Management Inc.23,897$123.1K0.00%+6,690+38.9%Added
CTC Alternative Strategies, Ltd.21,200$109.2K0.07%+21,200New
Bayesian Capital Management, LP20,200$104.0K0.01%+20,200New
LMR Partners LLP18,684$96.2K0.00%+18,684New
Hill Investment Group Partners, LLC17,116$88.1K0.01%00.0%Unchanged
SEI Investments Co12,808$66.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)8,873$45.7K0.00%+8,433+1,916.6%Added
FMR LLC6,049$31.2K0.00%+500+9.0%Added
Lindbrook Capital, LLC4,054$20.9K0.00%+4,054New
Wells Fargo & Company757$3.90K0.00%+10+1.3%Added
Advisor Group Holdings, Inc.679$3.50K0.00%00.0%Unchanged
Aquatic Capital Management LLC300$1.54K0.00%+300New
Comerica Bank267$1.38K0.00%+267New
Capital Advisors, Ltd. LLC241$1.00K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC140$7450.00%+140New
Byrne Asset Management LLC30$1550.00%−67−69.1%Reduced
Sound Income Strategies, LLC6$310.00%00.0%Unchanged
Macquarie Group Ltd4,089$210.00%+4,089New
NBC Securities, Inc.50––+50New
PSquared Asset Management AG0$00.00%−683,118−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−358,190−100.0%Sold out
Barings LLC0$00.00%−287,749−100.0%Sold out
RBF Capital, LLC0$00.00%−59,503−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−50,182−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−47,175−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−25,280−100.0%Sold out
Quantbot Technologies LP0$00.00%−16,750−100.0%Sold out
Prudential Financial Inc0$00.00%−14,600−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−12,102−100.0%Sold out
State of Wyoming0$00.00%−8,485−100.0%Sold out
Advisory Services Network, LLC0$00.00%−6,000−100.0%Sold out
Coppell Advisory Solutions LLC––––Not filed