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NMI Holdings, Inc.

NMIH
Exchange
Nasdaq
Industry
Surety Insurance
SEC CIK
0001547903

In the last 90 days, NMI Holdings, Inc. insiders filed 0 open-market purchases and 3 sales; 358 institutions reported holding it in 13F filings for Q2 2026, worth $3.06B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in NMI Holdings, Inc. as of Dec 31, 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
361
+17 vs. Q3 2025
Shares held
73.6M
−297.0K (−0.4%) vs. Q3 2025
Total value
$3.00B
+$168.8M (+6.0%) vs. Q3 2025
New holders
45
139 more added
Sold out
28
138 more reduced

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NMIH 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 2025: 361 institutions
Q1 2021: 207 institutionsQ2 2021: 210 institutionsQ3 2021: 215 institutionsQ4 2021: 219 institutionsQ1 2022: 221 institutionsQ2 2022: 227 institutionsQ3 2022: 224 institutionsQ4 2022: 231 institutionsQ1 2023: 236 institutionsQ2 2023: 235 institutionsQ3 2023: 259 institutionsQ4 2023: 279 institutionsQ1 2024: 296 institutionsQ2 2024: 300 institutionsQ3 2024: 333 institutionsQ4 2024: 328 institutionsQ1 2025: 352 institutionsQ2 2025: 351 institutionsQ3 2025: 352 institutionsQ4 2025: 361 institutionsQ1 2026: 362 institutionsQ2 2026: 358 institutions
Value heldQ4 2025: $3.00B
Q1 2021: $1.90BQ2 2021: $1.82BQ3 2021: $1.85BQ4 2021: $1.78BQ1 2022: $1.72BQ2 2022: $1.38BQ3 2022: $1.67BQ4 2022: $1.70BQ1 2023: $1.78BQ2 2023: $2.02BQ3 2023: $2.10BQ4 2023: $2.30BQ1 2024: $2.52BQ2 2024: $2.65BQ3 2024: $3.16BQ4 2024: $2.76BQ1 2025: $2.73BQ2 2025: $3.17BQ3 2025: $2.85BQ4 2025: $3.00BQ1 2026: $2.78BQ2 2026: $3.06B
Institutions holding NMIH and their total value by quarter
QuarterHoldersValue
Q2 2026358$3.06B
Q1 2026362$2.78B
Q4 2025361$3.00B
Q3 2025352$2.85B
Q2 2025351$3.17B
Q1 2025352$2.73B
Q4 2024328$2.76B
Q3 2024333$3.16B
Q2 2024300$2.65B
Q1 2024296$2.52B
Q4 2023279$2.30B
Q3 2023259$2.10B
Q2 2023235$2.02B
Q1 2023236$1.78B
Q4 2022231$1.70B
Q3 2022224$1.67B
Q2 2022227$1.38B
Q1 2022221$1.72B
Q4 2021219$1.78B
Q3 2021215$1.85B
Q2 2021210$1.82B
Q1 2021207$1.90B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding NMI Holdings, Inc.; share changes are against Q3 2025.

Institutions holding NMIH in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.13,115,654$535.0M0.01%−560,768−4.1%Reduced
Vanguard Group Inc7,116,394$290.3M0.00%−67,082−0.9%Reduced
Dimensional Fund Advisors LP4,317,436$176.1M0.04%+28,569+0.7%Added
State Street Corp3,234,268$131.9M0.00%−84,584−2.5%Reduced
American Century Companies Inc2,512,957$102.5M0.05%+133,156+5.6%Added
Van Berkom & Associates Inc.2,016,030$82.2M2.37%+106,400+5.6%Added
Geode Capital Management, LLC1,982,722$80.9M0.00%+5,274+0.3%Added
Nomura Asset Management International Inc.1,808,506$73.8M0.11%+1,808,506New
Capital World Investors1,150,000$46.9M0.01%00.0%Unchanged
Nuveen, LLC1,131,271$46.1M0.01%−12,202−1.1%Reduced
Morgan Stanley1,119,410$45.7M0.00%−57,936−4.9%Reduced
Bank of America Corp1,062,909$43.4M0.00%+48,352+4.8%Added
Frontier Capital Management Co LLC1,059,178$43.2M0.46%−98,253−8.5%Reduced
Assenagon Asset Management S.A.1,007,750$41.1M0.06%−24,087−2.3%Reduced
Barclays PLC989,364$40.4M0.02%−115,516−10.5%Reduced
Charles Schwab Investment Management Inc979,400$39.9M0.01%+1,276+0.1%Added
Goldman Sachs Group Inc961,596$39.2M0.01%−44,678−4.4%Reduced
FMR LLC859,119$35.0M0.00%+493,370+134.9%Added
Northern Trust Corp810,806$33.1M0.00%−96,366−10.6%Reduced
D. E. Shaw & Co., Inc.781,611$31.9M0.02%+5,093+0.7%Added
Clearbridge Investments, LLC774,359$31.6M0.03%−29,582−3.7%Reduced
Allianz Asset Management GmbH760,307$31.0M0.04%+311,545+69.4%Added
AQR Capital Management LLC733,478$29.9M0.02%+171,203+30.4%Added
JPMorgan Chase & Co638,679$26.1M0.00%+14,008+2.2%Added
Qube Research & Technologies Ltd634,431$25.9M0.04%−116,466−15.5%Reduced
Panagora Asset Management Inc596,249$24.3M0.09%+25,639+4.5%Added
Ameriprise Financial Inc596,180$24.3M0.01%−3,959−0.7%Reduced
Public Sector Pension Investment Board575,671$23.5M0.08%−21,776−3.6%Reduced
Millennium Management LLC564,938$23.0M0.02%−398,255−41.3%Reduced
Walleye Capital LLC546,815$22.3M0.13%+139,927+34.4%Added
Bank of New York Mellon Corp520,110$21.2M0.00%−20,750−3.8%Reduced
Principal Financial Group Inc479,994$19.6M0.01%+32,765+7.3%Added
Arrowstreet Capital, Limited Partnership475,764$19.4M0.01%−19,208−3.9%Reduced
Muhlenkamp & Co Inc467,789$19.1M5.13%+1,442+0.3%Added
Algert Global LLC465,555$19.0M0.30%+25,009+5.7%Added
Two Sigma Investments, LP441,605$18.0M0.03%+141,138+47.0%Added
Invesco Ltd.422,419$17.2M0.00%−5,798−1.4%Reduced
Winmill & Co. Inc396,095$16.2M4.31%00.0%Unchanged
Deutsche Bank AG380,723$15.5M0.01%−94,667−19.9%Reduced
Donald Smith & Co., Inc.375,207$15.3M0.29%−84,409−18.4%Reduced
River Road Asset Management, LLC370,295$15.1M0.17%+370,295New
Standard Life Aberdeen plc353,162$14.4M0.02%−61,416−14.8%Reduced
Tudor Investment Corp Et Al346,716$14.1M0.08%−22,124−6.0%Reduced
Hotchkis & Wiley Capital Management LLC345,944$14.1M0.04%+23,036+7.1%Added
Captrust Financial Advisors338,100$13.8M0.03%+21,251+6.7%Added
Citadel Advisors LLC323,424$13.2M0.01%+128,541+66.0%Added
Healthcare of Ontario Pension Plan Trust Fund290,543$11.9M0.02%+85,855+41.9%Added
Primecap Management Co279,910$11.4M0.01%−11,020−3.8%Reduced
BNP Paribas Arbitrage, SA278,768$11.4M0.01%−206,391−42.5%Reduced
First Eagle Investment Management, LLC273,259$11.1M0.02%−1000.0%Reduced
Cerity Partners LLC269,681$11.0M0.02%−8,049−2.9%Reduced
Leeward Investments, LLC - MA254,362$10.4M0.52%−2,378−0.9%Reduced
Raymond James Financial Inc247,980$10.2M0.00%−83,381−25.2%Reduced
Russell Investments Group, Ltd.232,702$9.49M0.01%+1,865+0.8%Added
Edgestream Partners, L.P.220,634$9.00M0.25%+7,657+3.6%Added
Voloridge Investment Management, LLC218,835$8.93M0.03%−31,006−12.4%Reduced
Point72 Asset Management, L.P.218,141$8.90M0.01%+195,455+861.6%Added
Rhumbline Advisers208,078$8.49M0.01%−11,231−5.1%Reduced
Legal & General Group Plc206,017$8.40M0.00%−6,209−2.9%Reduced
Denali Advisors LLC197,780$8.07M0.90%+7,569+4.0%Added
Two Sigma Advisers, LP194,100$7.92M0.02%+15,000+8.4%Added
South Dakota Investment Council194,063$7.92M0.15%−8,600−4.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.193,808$7.91M0.02%+17,134+9.7%Added
Brandywine Global Investment Management, LLC190,054$7.75M0.05%−7,000−3.6%Reduced
Teacher Retirement System of Texas187,189$7.64M0.03%+34,907+22.9%Added
Renaissance Group LLC182,110$7.43M0.30%−4,075−2.2%Reduced
Man Group plc174,105$7.10M0.01%+23,115+15.3%Added
Colony Group, LLC171,826$7.01M0.01%−497−0.3%Reduced
Dana Investment Advisors, Inc.168,054$6.85M0.20%−220−0.1%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH165,384$6.76M0.01%+26,614+19.2%Added
UBS Group AG165,518$6.75M0.00%−69,836−29.7%Reduced
Wedge Capital Management L L P156,644$6.39M0.11%+47,360+43.3%Added
Lighthouse Investment Partners, LLC154,635$6.31M0.21%+82,979+115.8%Added
Swiss National Bank153,074$6.24M0.00%+1,600+1.1%Added
Schroder Investment Management Group143,011$5.89M0.00%−1,975−1.4%Reduced
Thrivent Financial for Lutherans142,956$5.83M0.01%−7,728−5.1%Reduced
UBS Asset Management Americas Inc140,003$5.71M0.00%−7,430−5.0%Reduced
New York State Teachers Retirement System137,429$5.61M0.01%−1,714−1.2%Reduced
Lazard Asset Management LLC134,647$5.49M0.01%−60,582−31.0%Reduced
Royce & Associates LP133,590$5.45M0.06%−694−0.5%Reduced
First Trust Advisors LP119,450$4.87M0.00%+29,041+32.1%Added
Martingale Asset Management L P116,705$4.76M0.12%−216−0.2%Reduced
F/M Investments LLC115,346$4.70M0.18%−3,250−2.7%Reduced
Royal Bank of Canada111,334$4.54M0.00%+348+0.3%Added
HRT Financial LP106,320$4.34M0.01%+23,832+28.9%Added
Trexquant Investment LP103,159$4.21M0.04%+29,966+40.9%Added
Franklin Resources Inc99,647$4.06M0.00%−4,893−4.7%Reduced
Alliancebernstein L.P.96,056$3.92M0.00%+4,331+4.7%Added
Ieq Capital, LLC95,914$3.91M0.01%+30,199+46.0%Added
Jump Financial, LLC95,578$3.90M0.05%+40,071+72.2%Added
Assetmark, Inc94,629$3.86M0.01%+1,314+1.4%Added
Credit Agricole S A94,120$3.84M0.01%−1,725−1.8%Reduced
Comerica Bank90,993$3.71M0.01%+17,839+24.4%Added
Creative Planning90,400$3.69M0.00%+54,065+148.8%Added
Wells Fargo & Company89,867$3.67M0.00%+28,348+46.1%Added
Ellis Investment Partners, LLC88,194$3.60M0.63%−403−0.5%Reduced
Livforsakringsbolaget Skandia, Omsesidigt78,400$3.20M0.13%+5,300+7.3%Added
New York State Common Retirement Fund77,313$3.15M0.00%00.0%Unchanged
Prudential Financial Inc76,647$3.13M0.00%−5,767−7.0%Reduced
California State Teachers Retirement System72,787$2.97M0.00%−67−0.1%Reduced