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NextDecade Corp

NEXT
Exchange
Nasdaq
Industry
Natural Gas Transmisison & Distribution
SEC CIK
0001612720

No open-market purchases or sales by NextDecade Corp insiders were filed in the last 90 days; 210 institutions reported holding it in 13F filings for Q2 2026, worth $820.2M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in NextDecade Corp as of Dec 31, 2023. 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
112
−3 vs. Q3 2023
Shares held
168.5M
+27.1M (+19.1%) vs. Q3 2023
Total value
$804.0M
+$79.5M (+11.0%) vs. Q3 2023
New holders
19
55 more added
Sold out
22
23 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NEXT 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 holdersQ4 2023: 112 institutions
Q1 2021: 60 institutionsQ2 2021: 51 institutionsQ3 2021: 52 institutionsQ4 2021: 60 institutionsQ1 2022: 65 institutionsQ2 2022: 85 institutionsQ3 2022: 90 institutionsQ4 2022: 92 institutionsQ1 2023: 106 institutionsQ2 2023: 108 institutionsQ3 2023: 117 institutionsQ4 2023: 112 institutionsQ1 2024: 119 institutionsQ2 2024: 139 institutionsQ3 2024: 144 institutionsQ4 2024: 165 institutionsQ1 2025: 184 institutionsQ2 2025: 179 institutionsQ3 2025: 194 institutionsQ4 2025: 186 institutionsQ1 2026: 207 institutionsQ2 2026: 210 institutions
Value heldQ4 2023: $804.0M
Q1 2021: $231.2MQ2 2021: $392.2MQ3 2021: $250.8MQ4 2021: $222.8MQ1 2022: $466.1MQ2 2022: $385.2MQ3 2022: $561.9MQ4 2022: $570.2MQ1 2023: $582.6MQ2 2023: $962.6MQ3 2023: $724.7MQ4 2023: $804.0MQ1 2024: $974.4MQ2 2024: $1.30BQ3 2024: $639.3MQ4 2024: $996.9MQ1 2025: $995.3MQ2 2025: $1.14BQ3 2025: $793.0MQ4 2025: $571.1MQ1 2026: $854.9MQ2 2026: $820.2M
Institutions holding NEXT and their total value by quarter
QuarterHoldersValue
Q2 2026210$820.2M
Q1 2026207$854.9M
Q4 2025186$571.1M
Q3 2025194$793.0M
Q2 2025179$1.14B
Q1 2025184$995.3M
Q4 2024165$996.9M
Q3 2024144$639.3M
Q2 2024139$1.30B
Q1 2024119$974.4M
Q4 2023112$804.0M
Q3 2023117$724.7M
Q2 2023108$962.6M
Q1 2023106$582.6M
Q4 202292$570.2M
Q3 202290$561.9M
Q2 202285$385.2M
Q1 202265$466.1M
Q4 202160$222.8M
Q3 202152$250.8M
Q2 202151$392.2M
Q1 202160$231.2M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding NextDecade Corp; share changes are against Q3 2023.

Institutions holding NEXT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
York Capital Management Global Advisors, LLC60,149,288$286.9M86.23%+11,824,400+24.5%Added
BlackRock Inc.16,666,519$79.5M0.00%+2,668,419+19.1%Added
Valinor Management, L.P.14,987,122$71.5M100.00%−2,771,487−15.6%Reduced
Mubadala Investment Co PJSC14,206,376$67.8M0.23%+14,206,376New
Bardin Hill Management Partners LP8,492,799$40.5M17.50%−2,715,590−24.2%Reduced
Lasry Marc7,180,457$34.3M50.57%00.0%Unchanged
Vanguard Group Inc7,151,066$34.1M0.00%+498,686+7.5%Added
Morgan Stanley5,023,993$24.0M0.00%−127,421−2.5%Reduced
Yaupon Capital Management LP4,909,537$23.4M2.54%+1,622,714+49.4%Added
Teilinger Capital Ltd.3,500,000$16.7M9.95%+1,900,000+118.8%Added
Tortoise Capital Advisors, L.L.C.2,910,172$13.9M0.21%00.0%Unchanged
Catalyst Capital Advisors LLC2,741,295$13.1M0.35%00.0%Unchanged
Bank of America Corp2,583,334$12.3M0.00%+83,786+3.4%Added
UBS Group AG1,786,125$8.52M0.00%−106,468−5.6%Reduced
Geode Capital Management, LLC1,729,698$8.25M0.00%+563,203+48.3%Added
Covalis Capital LLP1,722,403$8.22M1.34%+427,172+33.0%Added
Goldman Sachs Group Inc1,401,436$6.68M0.00%+12,662+0.9%Added
State Street Corp1,352,483$6.45M0.00%+442,270+48.6%Added
SIR Capital Management, L.P.955,751$4.56M0.47%+223,051+30.4%Added
Mirae Asset Global Investments Co., Ltd.929,487$4.43M0.01%+916,732+7,187.2%Added
Northern Trust Corp722,700$3.45M0.00%+328,975+83.6%Added
Charles Schwab Investment Management Inc589,511$2.81M0.00%+113,045+23.7%Added
SL Advisors, LLC517,711$2.47M5.31%+14,056+2.8%Added
Westwood Holdings Group Inc.414,786$1.98M0.02%+397,433+2,290.3%Added
Millennium Management LLC399,091$1.90M0.00%00.0%Unchanged
Citigroup Inc378,411$1.81M0.00%+249,599+193.8%Added
Point72 Asset Management, L.P.349,400$1.67M0.01%−312,400−47.2%Reduced
Alps Advisors Inc254,176$1.21M0.01%+44,527+21.2%Added
Bank of New York Mellon Corp229,167$1.09M0.00%+123,881+117.7%Added
Aventail Capital Group, LP209,527$999.4K0.08%+53,106+34.0%Added
Nuveen Asset Management, LLC177,926$848.7K0.00%−781,117−81.4%Reduced
Susquehanna International Group, LLP175,354$836.4K0.00%+144,280+464.3%Added
Pacer Advisors, Inc.169,879$810.3K0.00%+31,280+22.6%Added
Barclays PLC168,970$806.0K0.00%+3,827+2.3%Added
Swiss National Bank166,500$794.2K0.00%+34,500+26.1%Added
PointState Capital LP164,681$785.5K0.03%−219,753−57.2%Reduced
Fort Washington Investment Advisors Inc157,252$750.1K0.01%+83,635+113.6%Added
Cohen & Steers, Inc.143,045$682.0K0.00%00.0%Unchanged
State of Wisconsin Investment Board138,913$662.6K0.00%+52,698+61.1%Added
Jane Street Group, LLC138,757$661.9K0.00%+44,919+47.9%Added
EntryPoint Capital, LLC116,026$553.4K0.53%+116,026New
JPMorgan Chase & Co112,145$534.9K0.00%+48,071+75.0%Added
New York State Common Retirement Fund111,572$532.2K0.00%+47,722+74.7%Added
Two Sigma Investments, LP106,978$510.3K0.00%+25,600+31.5%Added
Cinctive Capital Management LP102,160$487.3K0.03%+102,160New
Rhumbline Advisers100,383$478.8K0.00%+49,829+98.6%Added
ExodusPoint Capital Management, LP93,415$446.0K0.01%+93,415New
Alliancebernstein L.P.92,070$439.2K0.00%−9,670−9.5%Reduced
Credit Suisse AG91,045$434.3K0.00%+38,085+71.9%Added
ELCO Management Co., LLC89,880$428.7K0.28%+89,880New
California State Teachers Retirement System88,110$420.3K0.00%+28,287+47.3%Added
Legal & General Group Plc77,544$369.9K0.00%+5,164+7.1%Added
UBS Asset Management Americas Inc73,814$352.1K0.00%+7,011+10.5%Added
Citadel Advisors LLC73,039$348.4K0.00%−895,734−92.5%Reduced
Bridger Management, LLC67,837$323.6K0.12%+67,837New
Cito Capital Group, LLC65,000$310.0K0.13%+30,000+85.7%Added
Tudor Investment Corp Et Al58,847$280.7K0.00%−72,097−55.1%Reduced
Manufacturers Life Insurance Company, The55,574$265.1K0.00%+17,353+45.4%Added
LPL Financial LLC51,237$244.4K0.00%+23,232+83.0%Added
Weiss Multi-Strategy Advisers LLC51,247$244.0K0.01%+32,281+170.2%Added
Royal Bank of Canada42,947$204.0K0.00%−6,741−13.6%Reduced
MetLife Investment Management41,052$195.8K0.00%+23,949+140.0%Added
American International Group, Inc.38,826$185.2K0.00%+23,528+153.8%Added
Deutsche Bank AG38,711$184.7K0.00%+23,089+147.8%Added
Commonwealth Equity Services, LLC37,913$181.0K0.00%+7,387+24.2%Added
PEAK6 Investments LLC33,688$160.7K0.01%+13,506+66.9%Added
Aigen Investment Management, LP32,134$153.3K0.03%+32,134New
Wolverine Trading, LLC31,333$149.5K0.00%−1,951−5.9%Reduced
Van Eck Associates Corp30,464$145.0K0.00%−13,319−30.4%Reduced
Traynor Capital Management, Inc.30,001$143.1K0.02%00.0%Unchanged
Voya Investment Management LLC29,676$141.6K0.00%+16,970+133.6%Added
Blackstone Group Inc.28,437$135.6K0.00%00.0%Unchanged
Janus Henderson Group PLC23,731$113.3K0.00%−529−2.2%Reduced
Arizona State Retirement System23,622$112.7K0.00%+6,523+38.1%Added
Virtu Financial LLC23,448$112.0K0.01%+23,448New
Group One Trading, L.P.23,259$110.9K0.00%−93,738−80.1%Reduced
Wells Fargo & Company22,961$109.5K0.00%+13,757+149.5%Added
Victory Capital Management Inc21,927$104.6K0.00%+1,237+6.0%Added
Invesco Ltd.21,907$104.5K0.00%+5,641+34.7%Added
BNP Paribas Arbitrage, SA21,821$104.1K0.00%+16,689+325.2%Added
Vontobel Holding Ltd.21,270$101.5K0.00%−2,427−10.2%Reduced
State Board of Administration of Florida Retirement System20,290$96.8K0.00%+20,290New
Raymond James Financial Services Advisors, Inc.20,235$96.5K0.00%00.0%Unchanged
Price T Rowe Associates Inc20,053$96.0K0.00%+20,053New
Bayesian Capital Management, LP18,600$88.7K0.01%+18,600New
Squarepoint Ops LLC15,123$72.1K0.00%−100,923−87.0%Reduced
Pictet Asset Management Holding SA14,055$67.0K0.00%+14,055New
ProShare Advisors LLC12,928$61.7K0.00%+12,928New
Zurcher Kantonalbank (Zurich Cantonalbank)12,457$59.4K0.00%00.0%Unchanged
DRW Securities, LLC11,700$55.8K0.00%+11,700New
Amalgamated Bank11,187$53.0K0.00%+6,489+138.1%Added
Captrust Financial Advisors10,616$50.6K0.00%−199−1.8%Reduced
Ameritas Investment Partners, Inc.8,086$38.6K0.00%+5,767+248.7%Added
Exchange Traded Concepts, LLC4,802$22.9K0.00%+1,502+45.5%Added
Metropolitan Life Insurance Co4,452$21.2K0.00%+2,487+126.6%Added
Tower Research Capital LLC (TRC)4,243$20.2K0.00%−11,450−73.0%Reduced
Advisor Group Holdings, Inc.3,025$14.4K0.00%+600+24.7%Added
Comerica Bank2,938$14.0K0.00%00.0%Unchanged
Russell Investments Group, Ltd.1,576$7.52K0.00%−20,934−93.0%Reduced
Wolverine Asset Management LLC1,548$7.38K0.00%00.0%Unchanged