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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, Q1 2026

Institutional positions in NextDecade Corp as of Mar 31, 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
207
+25 vs. Q4 2025
Shares held
111.6M
+12.6M (+12.7%) vs. Q4 2025
Total value
$854.9M
+$332.7M (+63.7%) vs. Q4 2025
New holders
61
84 more added
Sold out
36
40 more reduced

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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 holdersQ1 2026: 207 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 heldQ1 2026: $854.9M
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, Q1 2026

Shares, value and share of portfolio for each institution holding NextDecade Corp; share changes are against Q4 2025.

Institutions holding NEXT in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.22,963,355$175.9M0.00%+1,735,010+8.2%Added
Mubadala Investment Co PJSC14,206,376$108.8M0.53%00.0%Unchanged
Man Investment Partners (US) LP9,274,894$71.0M84.28%00.0%Unchanged
Vanguard Capital Management LLC5,906,171$45.2M0.00%+5,906,171New
Catalyst Capital Advisors LLC5,216,592$40.0M0.74%+574,080+12.4%Added
Geode Capital Management, LLC4,021,660$30.8M0.00%+564,497+16.3%Added
State Street Corp3,548,273$27.2M0.00%+625,677+21.4%Added
Millennium Management LLC2,553,841$19.6M0.01%+1,667,718+188.2%Added
NEOS Investment Management LLC2,542,577$19.5M0.10%+2,404,469+1,741.0%Added
Balyasny Asset Management LLC2,540,155$19.5M0.04%+272,896+12.0%Added
Vanguard Portfolio Management LLC2,442,575$18.7M0.00%+2,442,575New
Hotchkis & Wiley Capital Management LLC1,899,050$14.5M0.04%−730,094−27.8%Reduced
Bank of America Corp1,875,287$14.4M0.00%−11,020−0.6%Reduced
Citigroup Inc1,851,512$14.2M0.01%+805,124+76.9%Added
Wolf Hill Capital Management, LP1,760,375$13.5M1.91%−1,938,482−52.4%Reduced
Mirae Asset Global ETFs Holdings Ltd.1,612,474$12.4M0.02%−171,525−9.6%Reduced
Westwood Holdings Group Inc.1,366,088$10.5M0.08%+46,427+3.5%Added
Ripple Effect Asset Management LP1,339,723$10.3M7.15%+739,723+123.3%Added
Northern Trust Corp1,282,084$9.82M0.00%+237,837+22.8%Added
Goldman Sachs Group Inc1,229,941$9.42M0.00%−446,395−26.6%Reduced
Charles Schwab Investment Management Inc1,224,040$9.38M0.00%+68,780+6.0%Added
Tudor Investment Corp Et Al1,101,807$8.44M0.05%+472,463+75.1%Added
Vanguard Fiduciary Trust Co1,024,524$7.85M0.00%+1,024,524New
SL Advisors, LLC986,992$7.56M12.80%+64,103+6.9%Added
Nuveen, LLC785,385$6.02M0.00%−141,576−15.3%Reduced
Morgan Stanley655,314$5.02M0.00%−733,622−52.8%Reduced
Fort Washington Investment Advisors Inc644,417$4.94M0.03%+2,235+0.3%Added
Sourcerock Group LLC591,171$4.53M0.19%+191,192+47.8%Added
Citadel Advisors LLC587,268$4.50M0.00%−1,047,400−64.1%Reduced
Freshford Capital Management, LLC551,100$4.22M2.11%+551,100New
Caption Management, LLC491,922$3.77M0.18%+491,922New
Point72 Asset Management, L.P.456,828$3.50M0.01%−161,334−26.1%Reduced
Viking Fund Management LLC450,000$3.45M0.35%+450,000New
Bank of New York Mellon Corp417,805$3.20M0.00%+60,682+17.0%Added
Pacer Advisors, Inc.416,955$3.19M0.01%+150,844+56.7%Added
LPL Financial LLC400,846$3.07M0.00%+104,128+35.1%Added
Jump Financial, LLC399,138$3.06M0.05%+127,863+47.1%Added
Alps Advisors Inc367,948$2.82M0.01%−11,788−3.1%Reduced
Empowered Funds, LLC356,264$2.73M0.02%+36,917+11.6%Added
Clough Capital Partners L P352,759$2.70M0.26%+352,759New
UBS Group AG329,694$2.53M0.00%−13,259−3.9%Reduced
Two Sigma Investments, LP325,290$2.49M0.00%+232,790+251.7%Added
UBS Asset Management Americas Inc292,704$2.24M0.00%+25,722+9.6%Added
Aventail Capital Group, LP276,625$2.12M0.10%+96,161+53.3%Added
Raymond James Financial Inc239,330$1.83M0.00%+239,330New
Limestone Investment Advisors LP235,634$1.80M0.89%00.0%Unchanged
Swiss National Bank232,500$1.78M0.00%00.0%Unchanged
Gsa Capital Partners LLP232,338$1.78M0.11%+200,576+631.5%Added
ELCO Management Co., LLC228,336$1.75M0.84%+120,725+112.2%Added
D. E. Shaw & Co., Inc.218,975$1.68M0.00%+53,492+32.3%Added
Walleye Trading LLC213,902$1.64M0.03%−33,298−13.5%Reduced
Zimmer Partners, LP212,500$1.63M0.04%+212,500New
Rhumbline Advisers201,266$1.54M0.00%+33,331+19.8%Added
Quantinno Capital Management LP195,185$1.50M0.00%+117,201+150.3%Added
Ameriprise Financial Inc187,640$1.44M0.00%−45,100−19.4%Reduced
Susquehanna International Group, LLP184,365$1.41M0.00%−876,211−82.6%Reduced
JPMorgan Chase & Co166,540$1.34M0.00%−482,051−74.3%Reduced
Verition Fund Management LLC172,239$1.32M0.01%−72,842−29.7%Reduced
Price T Rowe Associates Inc170,729$1.31M0.00%+45,824+36.7%Added
ExodusPoint Capital Management, LP157,889$1.21M0.01%+157,889New
Hudson Bay Capital Management LP150,000$1.15M0.01%+150,000New
SEI Investments Co146,558$1.12M0.00%+63,900+77.3%Added
Caitong International Asset Management Co., Ltd144,026$1.10M0.20%+125,767+688.8%Added
Deutsche Bank AG135,415$1.04M0.00%+28,675+26.9%Added
Boothbay Fund Management, LLC134,706$1.03M0.02%−45,098−25.1%Reduced
Cetera Investment Advisers126,676$970.3K0.00%+126,676New
HRT Financial LP125,237$959.0K0.00%+125,237New
Virtu Financial LLC115,266$883.0K0.04%+96,825+525.1%Added
Alliancebernstein L.P.165,820$873.9K0.00%+43,800+35.9%Added
California State Teachers Retirement System112,545$862.1K0.00%−7,901−6.6%Reduced
Quadrature Capital Ltd111,423$853.5K0.01%+74,125+198.7%Added
Brevan Howard Capital Management LP107,925$826.7K0.01%+49,585+85.0%Added
Castleark Management LLC106,250$813.9K0.03%00.0%Unchanged
Hara Capital LLC105,730$809.9K0.40%+105,730New
MetLife Investment Management95,815$733.9K0.00%+32,880+52.2%Added
Winton Group Ltd88,100$674.8K0.02%+88,100New
Invesco Ltd.87,085$667.1K0.00%+4,368+5.3%Added
Wells Fargo & Company84,777$649.4K0.00%−96,130−53.1%Reduced
AQR Capital Management LLC84,265$645.5K0.00%+43,024+104.3%Added
Mercer Global Advisors Inc78,256$599.4K0.00%+22,536+40.4%Added
Manufacturers Life Insurance Company, The77,953$597.1K0.00%+7,087+10.0%Added
Legal & General Group Plc77,538$593.9K0.00%−30,442−28.2%Reduced
Vanguard Asset Management, Ltd76,183$583.6K0.00%+76,183New
Jones Financial Companies LLLP68,860$559.8K0.00%+36,841+115.1%Added
Lighthouse Investment Partners, LLC70,000$536.2K0.02%+70,000New
Man Group plc69,910$535.5K0.00%+69,910New
Bridger Management, LLC67,837$519.6K0.41%00.0%Unchanged
Schonfeld Strategic Advisors LLC67,236$515.0K0.00%+67,236New
CI Private Wealth, LLC66,475$509.2K0.00%+2,206+3.4%Added
Squarepoint Ops LLC64,666$495.3K0.00%−827,157−92.7%Reduced
Bleakley Financial Group, LLC62,916$481.9K0.01%+62,916New
New York State Common Retirement Fund61,159$468.5K0.00%−300−0.5%Reduced
Commonwealth Equity Services, LLC59,785$457.9K0.00%+36,380+155.4%Added
Blackstone Group Inc.59,418$455.1K0.00%00.0%Unchanged
Prelude Capital Management, LLC58,490$448.0K0.03%+58,490New
Janus Henderson Group PLC56,238$431.1K0.00%00.0%Unchanged
Spears Abacus Advisors LLC56,000$429.0K0.01%+56,000New
Hourglass Capital, LLC55,814$427.5K0.09%+55,814New
Cito Capital Group, LLC55,000$421.0K0.13%−18,000−24.7%Reduced
Vanguard Global Advisers, LLC54,714$419.1K0.00%+54,714New