Natural Grocers by Vitamin Cottage, Inc. - Common Stock (NGVC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
NGVC on NYSE
Shares outstanding
22,734,581
Price per share
$25.93
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
8,740,249
Total reported value
$219,003,499
% of total 13F portfolios
0%
Share change
-637,663
Value change
-$32,110,489
Number of holders
141
Price from insider filings
$25.93
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Natural Grocers by Vitamin Cottage, Inc. - Common Stock (NGVC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
DIMENSIONAL FUND ADVISORS LP 4.3% $47,334,763 977,587 Dimensional Fund Advisors LP 31 Mar 2025

As of 31 Dec 2025, 141 institutional investors reported holding 8,740,249 shares of Natural Grocers by Vitamin Cottage, Inc. - Common Stock (NGVC). This represents 38% of the company’s total 22,734,581 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Natural Grocers by Vitamin Cottage, Inc. - Common Stock (NGVC) together control 31% 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
BlackRock, Inc. 4.1% 930,192 +1% 0% $23,301,314
VANGUARD GROUP INC 3.9% 891,399 +17% 0% $22,329,544
DIMENSIONAL FUND ADVISORS LP 2.8% 646,006 +0.26% 0% $16,182,570
AMERICAN CENTURY COMPANIES INC 2.3% 515,860 +2.2% 0.01% $12,922,293
WELLINGTON MANAGEMENT GROUP LLP 2.1% 469,683 -30% 0% $11,765,559
MILLENNIUM MANAGEMENT LLC 1.8% 414,716 -23% 0.01% $10,388,636
RENAISSANCE TECHNOLOGIES LLC 1.7% 382,999 -20% 0.01% $9,594,125
TWO SIGMA INVESTMENTS, LP 1.3% 303,973 +65% 0.01% $7,614,524
GEODE CAPITAL MANAGEMENT, LLC 1.2% 271,032 -0.49% 0% $6,790,461
STATE STREET CORP 1.2% 269,780 -15% 0% $6,757,989
MORGAN STANLEY 0.89% 201,779 +44% 0% $5,054,595
Bank of New York Mellon Corp 0.77% 175,075 +46% 0% $4,385,619
Trexquant Investment LP 0.69% 157,761 +171% 0.04% $3,951,913
Empirical Finance, LLC 0.65% 146,916 +95% 0.18% $3,680,246
Qube Research & Technologies Ltd 0.59% 133,414 -15% 0% $3,342,021
UBS Group AG 0.56% 128,059 +65% 0% $3,207,878
TWO SIGMA ADVISERS, LP 0.54% 123,900 +176% 0.01% $3,103,695
Point72 Asset Management, L.P. 0.5% 113,326 +134% 0% $2,838,816
NORTHERN TRUST CORP 0.47% 107,844 -4.1% 0% $2,701,492
VICTORY CAPITAL MANAGEMENT INC 0.44% 101,099 -66% 0% $2,532,530
CSM Advisors, LLC 0.44% 100,604 -4.1% 0.07% $2,522,000
D. E. Shaw & Co., Inc. 0.44% 99,712 +225% 0% $2,497,786
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.41% 93,315 -0.06% 0% $2,337,541
GOLDMAN SACHS GROUP INC 0.4% 91,783 -65% 0% $2,299,164
Connor, Clark & Lunn Investment Management Ltd. 0.39% 88,135 +6.4% 0.01% $2,207,782

Institutional Holders of Natural Grocers by Vitamin Cottage, Inc. - Common Stock (NGVC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 8,740,249 $219,003,499 -$32,110,489 $25.05 141
2025 Q3 9,449,582 $377,877,431 -$1,045,034 $40.00 165
2025 Q2 9,376,313 $367,678,115 +$51,262,641 $39.25 168
2025 Q1 8,205,318 $329,942,857 +$18,608,199 $40.20 157
2024 Q4 7,740,929 $307,472,288 +$5,117,244 $39.72 143
2024 Q3 7,657,639 $227,124,048 +$1,322,305 $29.69 119
2024 Q2 7,631,522 $161,788,219 +$6,171,496 $21.20 100
2024 Q1 7,343,214 $132,541,865 +$1,918,392 $18.05 99
2023 Q4 7,276,351 $116,421,692 +$2,742,201 $16.00 91
2023 Q3 7,095,934 $91,607,383 +$544,595 $12.91 86
2023 Q2 7,106,605 $87,124,547 +$454,775 $12.26 87
2023 Q1 7,051,009 $82,820,121 +$1,767,893 $11.75 90
2022 Q4 7,007,330 $64,042,385 -$2,247,460 $9.14 97
2022 Q3 7,270,862 $78,449,985 -$9,752,457 $10.79 97
2022 Q2 8,059,816 $128,547,756 +$7,045,910 $15.95 101
2022 Q1 7,729,978 $151,454,846 +$15,014,368 $19.60 102
2021 Q4 7,037,562 $100,234,825 +$1,096,345 $14.25 92
2021 Q3 6,961,810 $78,058,702 -$5,378,080 $11.22 84
2021 Q2 7,556,642 $81,188,717 -$5,467,038 $10.74 85
2021 Q1 7,730,551 $135,618,628 +$728,594 $17.55 90
2020 Q4 7,733,410 $106,303,199 -$5,110,595 $13.74 83
2020 Q3 8,352,473 $82,454,901 +$3,868,062 $9.86 87
2020 Q2 8,025,856 $119,312,553 +$6,364,711 $14.88 91
2020 Q1 7,648,796 $65,117,705 -$2,207,558 $8.51 71
2019 Q4 7,850,493 $77,482,085 +$823,365 $9.87 76
2019 Q3 7,765,048 $77,568,426 -$3,803,294 $9.99 72
2019 Q2 8,144,434 $81,855,382 -$1,061,010 $10.05 85
2019 Q1 8,414,711 $100,551,454 -$11,306,704 $11.95 87
2018 Q4 8,978,353 $137,648,619 +$5,014,940 $15.33 106
2018 Q3 8,613,326 $145,463,151 +$19,595,277 $16.89 90
2018 Q2 7,622,003 $97,093,542 +$4,017,241 $12.74 80
2018 Q1 7,471,472 $53,491,389 +$7,253,528 $7.16 70
2017 Q4 6,428,349 $57,399,397 +$8,458,283 $8.93 71
2017 Q3 5,754,138 $32,103,732 -$12,068,900 $5.58 65
2017 Q2 7,247,701 $59,938,551 -$4,478,531 $8.27 61
2017 Q1 7,596,858 $78,915,260 +$15,116,333 $10.39 63
2016 Q4 6,676,432 $79,395,505 -$542,173 $11.89 69
2016 Q3 6,760,918 $75,442,386 +$890,632 $11.16 70
2016 Q2 7,033,480 $91,706,989 -$27,220,867 $13.05 80
2016 Q1 8,275,651 $176,055,234 +$21,059,664 $21.27 76
2015 Q4 7,293,921 $148,632,620 -$5,462,110 $20.37 77
2015 Q3 7,502,451 $170,208,610 -$7,437,348 $22.69 79
2015 Q2 7,797,073 $191,866,040 -$9,421,262 $24.62 85
2015 Q1 8,067,078 $222,706,071 +$1,684,553 $27.61 79
2014 Q4 8,022,909 $225,960,287 +$16,317,693 $28.17 77
2014 Q3 7,685,751 $125,603,555 -$1,304,810 $16.28 72
2014 Q2 7,526,634 $161,152,496 -$81,535,260 $21.41 81
2014 Q1 9,029,762 $393,412,095 +$10,661,992 $43.66 89