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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, Q2 2025

Institutional positions in National CineMedia, Inc. 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
104
−7 vs. Q1 2025
Shares held
79.2M
−527.9K (−0.7%) vs. Q1 2025
Total value
$383.7M
−$83.2M (−17.8%) vs. Q1 2025
New holders
14
27 more added
Sold out
21
46 more reduced

1 institution 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 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 holdersQ2 2025: 104 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 heldQ2 2025: $383.7M
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, Q2 2025

Shares, value and share of portfolio for each institution holding National CineMedia, Inc.; share changes are against Q1 2025.

Institutions holding NCMI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Blantyre Capital Ltd27,144,639$131.5M100.00%00.0%Unchanged
BlackRock, Inc.5,305,510$25.7M0.00%−312,215−5.6%Reduced
Hotchkis & Wiley Capital Management LLC4,582,937$22.2M0.07%−1,647,140−26.4%Reduced
Vanguard Group Inc4,507,205$21.8M0.00%+148,918+3.4%Added
Orbis Allan Gray Ltd4,197,683$20.3M0.10%+4,197,683New
Wellington Management Group LLP3,643,313$17.7M0.00%+104,380+2.9%Added
Sycale Advisors (NY) LLC3,085,997$15.0M4.61%+692,652+28.9%Added
Geode Capital Management, LLC1,933,132$9.37M0.00%−48,916−2.5%Reduced
JPMorgan Chase & Co1,809,465$8.77M0.00%−1,509,473−45.5%Reduced
Glendon Capital Management LP1,678,903$8.13M0.45%00.0%Unchanged
First Eagle Investment Management, LLC1,644,447$7.97M0.02%−213,111−11.5%Reduced
State Street Corp1,611,253$7.81M0.00%+208,811+14.9%Added
Dimensional Fund Advisors LP1,508,293$7.31M0.00%+711,408+89.3%Added
Voya Investment Management LLC1,458,054$7.06M0.01%−1,337−0.1%Reduced
Barclays PLC1,406,096$6.81M0.00%+310,427+28.3%Added
Whitebox Advisors LLC1,242,084$6.02M0.16%00.0%Unchanged
Manatuck Hill Partners, LLC1,178,694$5.71M2.15%00.0%Unchanged
Russell Investments Group, Ltd.993,878$4.82M0.01%−248,748−20.0%Reduced
Ancora Advisors, LLC952,358$4.61M0.10%−938,845−49.6%Reduced
Luxor Capital Group, LP831,608$4.03M0.52%−15,634−1.8%Reduced
Goldman Sachs Group Inc750,931$3.64M0.00%+67,317+9.8%Added
Contrarian Capital Management, L.L.C.739,899$3.58M1.03%00.0%Unchanged
Charles Schwab Investment Management Inc702,839$3.41M0.00%−5,890−0.8%Reduced
Marshall Wace, LLP582,121$2.82M0.00%−42,058−6.7%Reduced
Northern Trust Corp578,372$2.80M0.00%−83,463−12.6%Reduced
Ranger Investment Management, L.P.455,837$2.21M0.15%−153,863−25.2%Reduced
Harbor Capital Advisors, Inc.449,659$2.18M0.09%−114,371−20.3%Reduced
Morgan Stanley291,541$1.41M0.00%+11,832+4.2%Added
Squarepoint Ops LLC280,509$1.36M0.00%+192,031+217.0%Added
Trexquant Investment LP257,149$1.25M0.01%−124,213−32.6%Reduced
Riverwater Partners LLC235,563$1.14M0.54%−1,155−0.5%Reduced
Invesco Ltd.182,482$884.1K0.00%−18,111−9.0%Reduced
UBS Group AG174,558$845.7K0.00%−70,754−28.8%Reduced
Bank of New York Mellon Corp172,279$834.7K0.00%+2,399+1.4%Added
J. Goldman & Co LP167,200$810.1K0.03%+167,200New
Deutsche Bank AG149,721$726.1K0.00%+73,572+96.6%Added
American Century Companies Inc145,233$703.7K0.00%+3,110+2.2%Added
Jane Street Group, LLC126,516$613.0K0.00%+33,455+35.9%Added
Susquehanna International Group, LLP114,933$556.9K0.00%+21,295+22.7%Added
Verition Fund Management LLC113,048$547.7K0.00%+113,048New
Nuveen, LLC103,178$499.9K0.00%−33,263−24.4%Reduced
Rhumbline Advisers99,177$480.5K0.00%−3,895−3.8%Reduced
South Dakota Investment Council97,161$471.0K0.01%00.0%Unchanged
Victory Capital Management Inc97,179$470.8K0.00%−68,058−41.2%Reduced
Ameriprise Financial Inc88,565$429.1K0.00%00.0%Unchanged
Pacific Ridge Capital Partners, LLC77,764$376.8K0.09%+77,764New
AQR Capital Management LLC77,413$375.1K0.00%−410,612−84.1%Reduced
National Bank of Canada77,514$341.7K0.00%−75,943−49.5%Reduced
Qube Research & Technologies Ltd69,981$339.1K0.00%−175,387−71.5%Reduced
Zazove Associates LLC68,106$330.0K0.03%+68,106New
ExodusPoint Capital Management, LP61,565$298.0K0.00%+61,565New
Hill Investment Group Partners, LLC53,737$260.4K0.03%+12,576+30.6%Added
XTX Topco Ltd45,543$220.7K0.01%+21,256+87.5%Added
Wells Fargo & Company41,143$199.3K0.00%−653−1.6%Reduced
Oppenheimer Asset Management Inc.40,324$195.4K0.00%−33,204−45.2%Reduced
MetLife Investment Management39,808$192.9K0.00%−49−0.1%Reduced
SEI Investments Co38,844$188.2K0.00%00.0%Unchanged
State of Wisconsin Investment Board37,147$180.0K0.00%+6,311+20.5%Added
Mirae Asset Global ETFs Holdings Ltd.35,099$170.1K0.00%−6,145−14.9%Reduced
Gsa Capital Partners LLP34,070$165.0K0.01%+34,070New
Citigroup Inc33,945$164.5K0.00%−14,297−29.6%Reduced
Price T Rowe Associates Inc33,322$162.0K0.00%+3,765+12.7%Added
Intech Investment Management LLC30,042$145.6K0.00%−5,763−16.1%Reduced
Bank of America Corp29,714$144.0K0.00%−275,181−90.3%Reduced
JT Stratford LLC28,972$140.4K0.02%+28,972New
State of Wyoming28,645$138.8K0.02%−73,200−71.9%Reduced
Kings Path Partners LLC26,113$126.5K0.05%−11,562−30.7%Reduced
Renaissance Technologies LLC25,600$124.0K0.00%−115,200−81.8%Reduced
Manufacturers Life Insurance Company, The24,629$119.3K0.00%−245−1.0%Reduced
Royal Bank of Canada23,011$112.0K0.00%−20,330−46.9%Reduced
EntryPoint Capital, LLC22,543$109.2K0.05%−731−3.1%Reduced
Alliancebernstein L.P.20,960$101.6K0.00%+6,500+45.0%Added
State of New Jersey Common Pension Fund D20,531$99.5K0.00%00.0%Unchanged
Millennium Management LLC19,610$95.0K0.00%−17,374−47.0%Reduced
Byrne Asset Management LLC17,030$82.5K0.06%+9,271+119.5%Added
Envestnet Asset Management Inc14,485$70.2K0.00%+1,683+13.1%Added
Legal & General Group Plc14,327$69.4K0.00%+8,285+137.1%Added
Police & Firemen's Retirement System of New Jersey14,250$69.0K0.00%00.0%Unchanged
Two Sigma Advisers, LP14,200$68.8K0.00%+14,200New
Legato Capital Management LLC13,996$67.8K0.01%−702−4.8%Reduced
ProShare Advisors LLC13,147$63.7K0.00%−1,927−12.8%Reduced
Burns Matteson Capital Management, LLC10,109$49.0K0.02%+10,109New
New York State Common Retirement Fund8,900$43.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)7,805$37.8K0.00%+5,741+278.1%Added
FMR LLC7,688$37.2K0.00%−2,231−22.5%Reduced
Ameritas Investment Partners, Inc.6,944$33.6K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA6,346$30.7K0.00%+2,097+49.4%Added
California State Teachers Retirement System5,136$24.9K0.00%00.0%Unchanged
CWM, LLC3,619$18.0K0.00%−11,254−75.7%Reduced
Amalgamated Bank2,452$12.0K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC1,960$9.50K0.00%00.0%Unchanged
Sterling Capital Management LLC1,866$9.04K0.00%+665+55.4%Added
Comerica Bank1,660$8.04K0.00%−849−33.8%Reduced
Advisor Group Holdings, Inc.940$4.55K0.00%+700+291.7%Added
IFP Advisors, Inc0$1.99K0.00%−28−100.0%Reduced
SBI Securities Co., Ltd.406$1.97K0.00%+1+0.2%Added
Capital Advisors, Ltd. LLC241$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.182$8820.00%+182New
Nisa Investment Advisors, LLC163$7900.00%00.0%Unchanged
GAMMA Investing LLC114$5520.00%−756−86.9%Reduced