Latest Period
Q4 2025
Security Snapshot
National CineMedia, Inc. - Common Stock, par value $0.01 per share (NCMI) Institutional Ownership
CUSIP: 635309206
13F Institutional Holders and Ownership History from Q3 2023 to Q1 2026
Institutions Reporting
99
Shares (Excl. Options)
81,854,553
Price
$3.89
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- Type / Class
- Equity / Common Stock, par value $0.01 per share
- Symbol
- NCMI on Nasdaq
- Shares outstanding
- 93,447,822
- Price per share
- $3.28
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 81,854,553
- Total reported value
- $318,415,032
- % of total 13F portfolios
- 0%
- Share change
- +2,011,642
- Value change
- +$7,042,614
- Number of holders
- 99
- Price from insider filings
- $3.28
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- NCMI - National CineMedia, Inc. - Common Stock, par value $0.01 per share is tracked under CUSIP 635309206.
- 99 institutions reported positions in Q4 2025.
- 3 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 99 to 29 between Q4 2025 and Q1 2026.
- Reported value moved from $318,415,032 to $24,430,418.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 99 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 635309206?
CUSIP 635309206 identifies NCMI - National CineMedia, Inc. - Common Stock, par value $0.01 per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 635309206:
Significant Owners of National CineMedia, Inc. - Common Stock, par value $0.01 per share (NCMI) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Blantyre Capital Ltd | 29% | +1.7% | $119,164,965 | 27,144,639 | 0% | Mubashir Mukadam | 25 Sep 2025 | |
| ORBIS INVESTMENT MANAGEMENT LTD | 10% | +1% | $35,959,656 | +$295,835 | 9,438,230 | +0.83% | ORBIS INVESTMENT MANAGEMENT LTD | 31 Dec 2025 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6.6% | +34% | $27,742,422 | +$7,073,376 | 6,151,313 | +34% | Hotchkis and Wiley Capital Management, LLC | 30 Sep 2025 |
As of 31 Dec 2025, 99 institutional investors reported holding 81,854,553 shares of National CineMedia, Inc. - Common Stock, par value $0.01 per share (NCMI). This represents 88% of the company’s total 93,447,822 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of National CineMedia, Inc. - Common Stock, par value $0.01 per share (NCMI) together control 84% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Blantyre Capital Ltd | 29% | 27,144,639 | 0% | 100% | $105,592,646 |
| Orbis Allan Gray Ltd | 10% | 9,523,889 | +80% | 0.16% | $37,047,929 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6.4% | 5,937,913 | -3.5% | 0.07% | $23,098,482 |
| BlackRock, Inc. | 5.8% | 5,413,653 | +3% | 0% | $21,059,110 |
| VANGUARD GROUP INC | 4.8% | 4,469,177 | -1.1% | 0% | $17,385,099 |
| Sycale Advisors (NY) LLC | 3.3% | 3,039,326 | -23% | 4.1% | $11,822,979 |
| WELLINGTON MANAGEMENT GROUP LLP | 3% | 2,835,770 | -22% | 0% | $11,031,146 |
| BARCLAYS PLC | 2.1% | 2,003,352 | +30% | 0% | $7,793,039 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 1,958,541 | +1.3% | 0% | $7,620,509 |
| DIMENSIONAL FUND ADVISORS LP | 2.1% | 1,935,510 | +9.1% | 0% | $7,528,812 |
| JPMORGAN CHASE & CO | 1.9% | 1,804,823 | -0.06% | 0% | $7,020,761 |
| Glendon Capital Management LP | 1.8% | 1,678,903 | 0% | 0.39% | $6,530,933 |
| STATE STREET CORP | 1.7% | 1,605,014 | -0.39% | 0% | $6,243,504 |
| First Eagle Investment Management, LLC | 1.3% | 1,255,322 | -0.4% | 0.01% | $4,883,203 |
| WHITEBOX ADVISORS LLC | 1.3% | 1,242,084 | 0% | 0.08% | $4,831,707 |
| Luxor Capital Group, LP | 1.2% | 1,128,858 | +5.1% | 0.65% | $4,391,258 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 0.79% | 739,899 | 0% | 0.76% | $2,878,207 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.76% | 713,868 | -0.08% | 0% | $2,776,947 |
| Bank of New York Mellon Corp | 0.71% | 662,760 | +276% | 0% | $2,578,137 |
| MARSHALL WACE, LLP | 0.7% | 655,140 | +0.88% | 0% | $2,548,495 |
| GRATIA CAPITAL, LLC | 0.7% | 650,000 | 0% | 2.3% | $2,528,500 |
| NORTHERN TRUST CORP | 0.59% | 548,278 | -5.7% | 0% | $2,132,801 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.58% | 545,557 | -33% | 0% | $2,122,217 |
| GOLDMAN SACHS GROUP INC | 0.58% | 538,252 | -19% | 0% | $2,093,802 |
| MORGAN STANLEY | 0.31% | 286,067 | -15% | 0% | $1,112,802 |
Institutional Holders of National CineMedia, Inc. - Common Stock, par value $0.01 per share (NCMI) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 8,010,138 | $24,430,418 | +$250,676 | $3.05 | 29 |
| 2025 Q4 | 81,854,553 | $318,415,032 | +$7,042,614 | $3.89 | 99 |
| 2025 Q3 | 79,840,488 | $360,132,451 | +$2,751,058 | $4.51 | 107 |
| 2025 Q2 | 79,256,151 | $383,964,847 | -$3,298,536 | $4.84 | 103 |
| 2025 Q1 | 79,725,537 | $466,903,310 | +$5,100,145 | $5.84 | 111 |
| 2024 Q4 | 78,719,522 | $522,783,573 | +$14,220,796 | $6.64 | 114 |
| 2024 Q3 | 76,243,014 | $537,457,482 | +$13,568,105 | $7.05 | 95 |
| 2024 Q2 | 74,256,484 | $325,928,867 | +$2,602,983 | $4.39 | 72 |
| 2024 Q1 | 73,177,725 | $376,816,582 | +$17,837,597 | $5.15 | 80 |
| 2023 Q4 | 70,021,885 | $290,057,246 | +$38,075,136 | $4.14 | 64 |
| 2023 Q3 | 34,111,541 | $153,135,028 | +$150,067,829 | $4.49 | 47 |