Filing Research | NVT - NVENT ELEC PLC Institutional Holdings

Snapshot holdings

50 / 232 loaded

#		Instrument	quantity
1	JOHNSON INVESTMENT COUNSEL INC	Shares	1.5MSH	$246.6M
2	Swedbank AB	Shares	1.1MSH	$190.2M
3	CONGRESS ASSET MANAGEMENT CO	Shares	983.9KSH	$166.9M
4	Artemis Investment Management LLP	Shares	670.0KSH	$113.6M
5	HM PAYSON & CO	Shares	429.2KSH	$72.8M
6	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	315.3KSH	$53.5M
7	Rempart Asset Management Inc.	Shares	173.7KSH	$29.5M
8	Sequoia Financial Advisors, LLC	Shares	76.5KSH	$13.0M
9	Assenagon Asset Management S.A.	Shares	74.3KSH	$12.6M
10	Police & Firemen's Retirement System of New Jersey	Shares	72.9KSH	$12.4M
11	Focus Financial Network, Inc.	Shares	71.8KSH	$12.2M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	62.8KSH	$9.7M
13	Mediolanum International Funds Ltd	Shares	50.2KSH	$8.2M
14	Louisiana State Employees Retirement System	Shares	47.3KSH	$8.0M
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	46.0KSH	$7.8M
16	Security National Bank	Shares	43.1KSH	$7.3M
17	Robeco Institutional Asset Management B.V.	Shares	43.0KSH	$7.3M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	38.7KSH	$6.6M
19	Ellsworth Advisors, LLC	Shares	39.2KSH	$6.3M
20	Linden Thomas Advisory Services, LLC	Shares	32.0KSH	$5.4M
21	Crossmark Global Holdings, Inc.	Shares	31.5KSH	$5.3M
22	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	27.5KSH	$4.7M
23	Bank Pictet & Cie (Europe) AG	Shares	23.1KSH	$3.9M
24	D.A. DAVIDSON & CO.	Shares	22.3KSH	$3.8M
25	First National Advisers, LLC	Shares	21.7KSH	$3.7M
26	BANQUE PICTET & CIE SA	Shares	20.9KSH	$3.6M
27	SeaBridge Investment Advisors LLC	Shares	20.7KSH	$3.5M
28	Atlantic Edge Private Wealth Management, LLC	Shares	20.3KSH	$3.4M
29	Envestnet Portfolio Solutions, Inc.	Shares	18.1KSH	$3.1M
30	FULTON BANK, N.A.	Shares	17.2KSH	$2.9M
31	J.W. COLE ADVISORS, INC.	Shares	16.8KSH	$2.8M
32	Greater Midwest Financial Group, LLC	Shares	16.4KSH	$2.8M
33	Composition Wealth, LLC	Shares	16.1KSH	$2.7M
34	COOKSON PEIRCE & CO INC	Shares	15.5KSH	$2.6M
35	FIRST CITIZENS BANK & TRUST CO	Shares	15.5KSH	$2.6M
36	PFG Advisors	Shares	14.3KSH	$2.4M
37	GATEWAY INVESTMENT ADVISERS LLC	Shares	14.3KSH	$2.4M
38	Merit Financial Group, LLC	Shares	11.3KSH	$1.9M
39	Harbour Capital Advisors, LLC	Shares	11.9KSH	$1.9M
40	Trium Capital LLP	Shares	11.2KSH	$1.9M
41	Balefire, LLC	Shares	11.1KSH	$1.9M
42	SECURIAN ASSET MANAGEMENT, INC	Shares	11.9KSH	$1.8M
43	Retireful, LLC	Shares	10.7KSH	$1.8M
44	Hennion & Walsh Asset Management, Inc.	Shares	10.5KSH	$1.8M
45	Hudson Value Partners, LLC	Shares	10.1KSH	$1.7M
46	Strategic Blueprint, LLC	Shares	9.9KSH	$1.7M
47	Dougherty & Associates, LLC	Shares	9.3KSH	$1.6M
48	WADDELL & ASSOCIATES, LLC	Shares	9.0KSH	$1.5M
49	Ballentine Partners, LLC	Shares	8.5KSH	$1.4M
50	Farther Finance Advisors, LLC	Shares	8.4KSH	$1.4M

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Manager changes2026-06-30 vs 2026-03-31

50 / 240 loaded

#		Instrument
1	Swedbank AB added	Shares	+267.4K	+$89.2M	$190.2M
2	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-103.1K	+$62.4M	$246.6M
3	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new	Shares	+315.3K	+$53.5M	$53.5M
4	CONGRESS ASSET MANAGEMENT CO trimmed	Shares	-137.9K	+$34.2M	$166.9M
5	HM PAYSON & CO trimmed	Shares	-6.6K	+$21.3M	$72.8M
6	Ellsworth Advisors, LLC new	Shares	+39.2K	+$6.3M	$6.3M
7	Sequoia Financial Advisors, LLC added	Shares	+11.0K	+$5.2M	$13.0M
8	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+27.5K	+$4.7M	$4.7M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+4.5K	+$4.3M	$12.4M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.6K	+$4.3M	$9.7M
11	Rempart Asset Management Inc. trimmed	Shares	-40.6K	+$4.1M	$29.5M
12	Focus Financial Network, Inc. trimmed	Shares	-1.7K	+$3.5M	$12.2M
13	Louisiana State Employees Retirement System added	Shares	+500	+$2.5M	$8.0M
14	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-3.0K	+$2.0M	$7.8M
15	Robeco Institutional Asset Management B.V. trimmed	Shares	-2.1K	+$2.0M	$7.3M
16	BANQUE PICTET & CIE SA added	Shares	+6.9K	+$1.9M	$3.6M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.7K	+$1.8M	$6.6M
18	Strategic Blueprint, LLC new	Shares	+9.9K	+$1.7M	$1.7M
19	Security National Bank trimmed	Shares	-5.0K	+$1.6M	$7.3M
20	Synergy Asset Management, LLC new	Shares	+7.6K	+$1.3M	$1.3M
21	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+4.4K	+$1.3M	$2.4M
22	Fairvoy Private Wealth, LLC new	Shares	+7.3K	+$1.2M	$1.2M
23	Composition Wealth, LLC added	Shares	+2.7K	+$1.1M	$2.7M
24	Atlantic Edge Private Wealth Management, LLC added	Shares	+502	+$1.1M	$3.4M
25	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+6.4K	+$1.1M	$1.1M
26	SeaBridge Investment Advisors LLC unchanged	Shares	0	+$1.1M	$3.5M
27	IAM Advisory, LLC new	Shares	+6.2K	+$1.0M	$1.0M
28	D.A. DAVIDSON & CO. trimmed	Shares	-955	+$1.0M	$3.8M
29	J.W. COLE ADVISORS, INC. added	Shares	+1.4K	+$1.0M	$2.8M
30	Linden Thomas Advisory Services, LLC trimmed	Shares	-5.5K	+$995.4K	$5.4M
31	COOKSON PEIRCE & CO INC added	Shares	+1.6K	+$984.6K	$2.6M
32	FULTON BANK, N.A. added	Shares	+659	+$962.8K	$2.9M
33	Merit Financial Group, LLC added	Shares	+3.1K	+$952.4K	$1.9M
34	Retireful, LLC added	Shares	+3.4K	+$952.3K	$1.8M
35	First National Advisers, LLC trimmed	Shares	-1.4K	+$948.0K	$3.7M
36	Hennion & Walsh Asset Management, Inc. added	Shares	+3.4K	+$936.7K	$1.8M
37	Diversified Trust Co added	Shares	+3.8K	+$845.9K	$1.3M
38	PFG Advisors trimmed	Shares	-207	+$711.4K	$2.4M
39	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-1.9K	+$708.2K	$3.1M
40	Farther Finance Advisors, LLC added	Shares	+2.4K	+$696.8K	$1.4M
41	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-1.8K	+$584.8K	$2.6M
42	XML Financial, LLC added	Shares	+2.2K	+$579.7K	$1.0M
43	Bank Pictet & Cie (Europe) AG trimmed	Shares	-5.3K	+$559.9K	$3.9M
44	WADDELL & ASSOCIATES, LLC added	Shares	+640	+$539.2K	$1.5M
45	Sivia Capital Partners, LLC added	Shares	+1.9K	+$534.2K	$1.0M
46	Formidable Asset Management, LLC new	Shares	+4.4K	+$521.0K	$521.0K
47	CoreCap Advisors, LLC added	Shares	+3.1K	+$518.4K	$520.0K
48	Apollon Wealth Management, LLC new	Shares	+3.0K	+$503.2K	$503.2K
49	Interchange Capital Partners, LLC new	Shares	+2.8K	+$475.7K	$475.7K
50	Dougherty & Associates, LLC trimmed	Shares	-84	+$468.2K	$1.6M

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