NFG — NATIONAL FUEL GAS CO
As of Q2 2026, 34 SEC-registered investment managers reported holding NFG (NATIONAL FUEL GAS CO) in their latest 13F filings, with a combined reported value of $1.83B across 26.05M shares. That is +4.9% by share count (+1.21M shares) versus the previous quarter, while reported value moved -11.3%. Ownership is concentrated: the five largest holders account for 67.9% of reported value and the top ten for 87.0%.
Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NFG is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 12.17M | $974.40M | 0.01% | Hold |
| BlackRock Inc history | Q2 2026 | 9.70M | $748.57M | 0.01% | Add |
| AQR Capital Management history | Q2 2026 | 1.97M | $152.10M | 0.05% | Add |
| Geode Capital Management history | Q2 2026 | 1.96M | $151.72M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 1.37M | $105.61M | 0.01% | Add |
| Norges Bank Investment Management history | Q2 2026 | 1.09M | $84.28M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 986.84K | $76.19M | 0.01% | Add |
| Invesco Ltd history | Q2 2026 | 969.89K | $74.88M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 932.40K | $71.99M | 0.01% | Hold |
| BNY Mellon history | Q2 2026 | 885.12K | $68.34M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 755.64K | $58.34M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 425.07K | $33.75M | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 387.45K | $29.92M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 268.07K | $20.70M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 258.50K | $19.96M | 0.03% | Reduce |
| Principal Global Investors history | Q2 2026 | 215.76K | $16.66M | 0.01% | Add |
| Wells Fargo & Co history | Q2 2026 | 197.84K | $15.28M | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 170.12K | $13.14M | 0.00% | Reduce |
| MFS Investment Management history | Q2 2026 | 164.89K | $12.73M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 159.61K | $12.32M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 425.07K sh · $33.75M
- D. E. Shaw & Co 28.80K sh · $2.22M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 41.03K sh · $3.86M
- Marshall Wace sold 8.60K sh · $808.06K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 8.58M | 8.65M | 8.62M | 8.53M | 8.79M | 8.83M | 9.16M | 9.70M |
| AQR Capital Management | 36.70K | 254.29K | 474.00K | 495.01K | 486.85K | 553.78K | 648.03K | 545.92K | 560.10K | 485.49K | 339.26K | 880.43K | 894.58K | 834.20K | 893.87K | 1.05M | 2.14M | 1.67M | 1.20M | 1.97M |
| Geode Capital Management | 1.10M | 1.14M | 1.26M | 1.27M | 1.24M | 1.29M | 1.44M | 1.47M | 1.47M | 1.53M | 1.97M | 2.13M | 2.08M | 2.20M | 1.69M | 1.69M | 1.70M | 1.82M | 1.94M | 1.96M |
| Morgan Stanley | 451.61K | 311.91K | 297.04K | 774.04K | 955.13K | 778.24K | 782.21K | 1.04M | 1.08M | 1.12M | 1.16M | 1.07M | 1.19M | 1.35M | 1.26M | 1.18M | 1.13M | 1.19M | 1.24M | 1.37M |
| Norges Bank Investment Management | — | — | — | — | — | 847.26K | — | — | — | 992.70K | — | 962.10K | — | 1.11M | — | 1.09M | — | 1.15M | — | 1.09M |
| Charles Schwab Investment Management | 899.12K | 909.79K | 936.88K | 949.10K | 994.18K | 1.02M | 813.87K | 821.77K | 855.67K | 883.29K | 908.60K | 913.09K | 920.92K | 920.89K | 904.22K | 906.68K | 917.81K | 912.40K | 977.34K | 986.84K |
| Invesco Ltd | 3.10M | 2.31M | 2.09M | 2.09M | 2.10M | 2.30M | 1.84M | 1.16M | 1.15M | 1.17M | 827.07K | 772.01K | 559.32K | 490.97K | 951.07K | 901.41K | 1.12M | 1.26M | 886.02K | 969.89K |
| Northern Trust Corp | 693.79K | 681.17K | 670.91K | 656.51K | 648.64K | 629.19K | 636.50K | 634.03K | 623.59K | 748.15K | 664.80K | 669.56K | 739.22K | 1.02M | 1.17M | 1.19M | 1.06M | 1.00M | 935.32K | 932.40K |
| BNY Mellon | 1.27M | 1.23M | 1.29M | 1.35M | 1.29M | 1.31M | 1.26M | 1.23M | 1.22M | 1.35M | 1.27M | 1.27M | 1.21M | 1.08M | 1.10M | 1.03M | 999.41K | 923.56K | 947.56K | 885.12K |
| Bank of America Corp | 856.57K | 466.50K | 391.91K | 347.08K | 354.39K | 291.35K | 376.85K | 314.95K | 419.69K | 399.37K | 508.73K | 510.05K | 498.22K | 440.31K | 501.17K | 488.07K | 668.61K | 622.32K | 701.45K | 755.64K |
| JPMorgan Chase & Co | 5.34M | 5.10M | 4.26M | 3.10M | 2.60M | 2.58M | 2.40M | 3.23M | 3.87M | 3.35M | 3.55M | 2.84M | 1.99M | 462.29K | 467.19K | 419.39K | 427.22K | 438.05K | — | 425.07K |
| Goldman Sachs Group | 139.73K | 270.69K | 265.41K | 380.45K | 415.39K | 363.48K | 235.74K | 359.72K | 473.28K | 295.47K | 123.22K | 76.61K | 79.89K | 123.04K | 159.95K | 111.68K | 104.80K | 88.05K | 252.48K | 387.45K |
| UBS Group AG | 66.01K | 107.62K | 113.27K | 70.96K | 62.04K | 96.00K | 52.09K | 127.41K | 69.54K | 67.32K | 143.74K | 136.90K | 147.69K | 193.00K | 389.16K | 196.47K | 232.94K | 255.51K | 353.15K | 268.07K |
| Renaissance Technologies | 207.76K | 141.50K | 148.60K | 211.30K | 183.30K | 6.10K | 10.60K | 265.30K | 266.20K | 170.80K | 218.70K | 199.90K | 20.70K | — | — | 171.62K | 151.40K | 21.30K | 367.20K | 258.50K |
| Principal Global Investors | 314.89K | 369.38K | 351.42K | 359.95K | 356.28K | 358.62K | 362.98K | 344.45K | 338.42K | 336.87K | 346.54K | 306.06K | 211.54K | 209.52K | 208.37K | 204.87K | 200.74K | 194.38K | 212.09K | 215.76K |
| Wells Fargo & Co | 306.84K | 322.31K | 343.31K | 313.41K | 291.25K | 299.37K | 267.11K | 258.66K | 243.49K | 263.69K | 267.22K | 262.98K | 262.40K | 256.87K | 261.89K | 199.73K | 197.10K | 194.84K | 194.37K | 197.84K |
| Franklin Resources | 19.32K | 96.50K | 103.96K | 89.45K | 146.03K | 148.16K | 94.30K | 119.02K | 141.37K | 151.37K | 163.27K | 165.72K | 220.87K | 186.65K | 177.30K | 209.27K | 213.13K | 243.22K | 191.18K | 170.12K |
| MFS Investment Management | — | — | — | 28.79K | 28.47K | 33.06K | 17.02K | 16.63K | 45.26K | 48.43K | 47.95K | 173.28K | 120.30K | 191.68K | 221.63K | 254.96K | 303.81K | 296.29K | 203.26K | 164.89K |
| Fidelity Management & Research (FMR) | 2.90K | 78.67K | 99.25K | 124.86K | 133.67K | 285.85K | 200.43K | 229.05K | 334.12K | 228.76K | 149.28K | 218.05K | 142.50K | 144.65K | 143.80K | 125.28K | 142.76K | 803.58K | 812.12K | 159.61K |
| Prudential Financial | 11.51K | 33.73K | 39.83K | 145.13K | 207.10K | 99.35K | 101.27K | 63.54K | 63.05K | 126.01K | 99.08K | 239.65K | 127.51K | 99.78K | 233.38K | 316.31K | 134.82K | 532.36K | 101.72K | 147.20K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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