% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for NSRGY in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | GARDNER RUSSO & QUINN LLCtracked | 5,481,7145.5M | $543M | — | TRIM -2% |
| 2 | BRISTOL JOHN W & CO INC /NY/ | 998,417998,417 | $99M | — | ADD 4% |
| 3 | Douglas Lane & Associates, LLC | 1,004,3621.0M | $98M | — | ADD 5% |
| 4 | Douglass Winthrop Advisors, LLC | 854,265854,265 | $85M | — | TRIM -10% |
| 5 | FIRST MANHATTAN CO. LLC. | 593,421593,421 | $59M | — | TRIM -18% |
| 6 | Altrius Capital Management Inc | 94,39694,396 | $9M | — | ADD 7% |
| 7 | HANTZ FINANCIAL SERVICES, INC. | 85,21985,219 | $8M | — | TRIM -9% |
| 8 | SAYBROOK CAPITAL /NC | 76,90476,904 | $8M | — | — |
| 9 | RHUMBLINE ADVISERS | 68,51568,515 | $7M | — | ADD 5% |
| 10 | Ramirez Asset Management, Inc. | 64,01664,016 | $6M | — | ADD 10% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Douglas Lane & Associates, LLC | +46,786 | $5M | ADD |
| BRISTOL JOHN W & CO INC /NY/ | +39,848 | $4M | ADD |
| OPAL CAPITAL LLC | +34,284 | $3M | OPEN |
| STONEBRIDGE CAPITAL MANAGEMENT INC | +22,210 | $2M | OPEN |
| Poehling Capital Management, INC. | +17,190 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| GARDNER RUSSO & QUINN LLC | −135,448 | $13M | TRIM |
| FIRST MANHATTAN CO. LLC. | −134,361 | $13M | TRIM |
| Douglass Winthrop Advisors, LLC | −100,202 | $10M | TRIM |
| BEDDOW CAPITAL MANAGEMENT INC | −73,394 | $7M | CLOSE |
| SOMERVILLE KURT F | −11,385 | $1M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| GARDNER RUSSO & QUINN LLCtracked | 6.3M | 6.1M | 6.0M | 5.8M | 5.6M | 5.5M | $543M |
| BRISTOL JOHN W & CO INC /NY/ | — | 1.1M | — | — | 959K | 998K | $99M |
| Douglas Lane & Associates, LLC | 883K | 983K | 880K | 924K | 958K | 1.0M | $98M |
| Douglass Winthrop Advisors, LLC | 987K | 1.0M | 976K | 979K | 954K | 854K | $85M |
| FIRST MANHATTAN CO. LLC. | 1.2M | 892K | 775K | 750K | 728K | 593K | $59M |
| Altrius Capital Management Inc | 79K | 81K | 81K | 89K | 89K | 94K | $9M |
| HANTZ FINANCIAL SERVICES, INC. | 108K | 118K | 112K | 104K | 94K | 85K | $8M |
| SAYBROOK CAPITAL /NC | 76K | 75K | 75K | 76K | 77K | 77K | $8M |
| RHUMBLINE ADVISERS | 59K | 63K | 64K | 57K | 65K | 69K | $7M |
| Ramirez Asset Management, Inc. | 25K | 24K | 30K | 57K | 58K | 64K | $6M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
