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
$25.05
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
9,449,558
Total reported value
$377,876,471
% of total 13F portfolios
0%
Share change
-37,516
Value change
-$962,736
Number of holders
163
Price from insider filings
$25.05
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 30 Sep 2025, 163 institutional investors reported holding 9,449,558 shares of Natural Grocers by Vitamin Cottage, Inc. - Common Stock (NGVC). This represents 42% 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 33% 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% 920,877 +3.6% 0% $36,835,087
VANGUARD GROUP INC 3.3% 759,869 +0.25% 0% $30,394,760
WELLINGTON MANAGEMENT GROUP LLP 2.9% 669,567 +65% 0% $26,782,680
DIMENSIONAL FUND ADVISORS LP 2.8% 644,317 -22% 0.01% $25,768,373
MILLENNIUM MANAGEMENT LLC 2.4% 539,363 +146% 0.02% $21,574,520
AMERICAN CENTURY COMPANIES INC 2.2% 504,631 +2% 0.01% $20,185,240
RENAISSANCE TECHNOLOGIES LLC 2.1% 478,909 -12% 0.03% $19,156,360
STATE STREET CORP 1.4% 315,789 +11% 0% $12,631,560
VICTORY CAPITAL MANAGEMENT INC 1.3% 293,454 -23% 0.01% $11,738,160
GEODE CAPITAL MANAGEMENT, LLC 1.2% 272,355 +0.36% 0% $10,896,069
GOLDMAN SACHS GROUP INC 1.1% 260,346 +34% 0% $10,413,840
Ophir Asset Management Pty Ltd 1% 227,166 0% 1.1% $9,086,640
OBERWEIS ASSET MANAGEMENT INC/ 0.96% 218,806 +35% 0.34% $8,752,259
TWO SIGMA INVESTMENTS, LP 0.81% 184,294 +127% 0.01% $7,371,760
Qube Research & Technologies Ltd 0.69% 157,328 -33% 0.01% $6,293,120
LORD, ABBETT & CO. LLC 0.67% 152,680 -59% 0.02% $6,107,000
MORGAN STANLEY 0.62% 139,940 +1.8% 0% $5,597,653
Bank of New York Mellon Corp 0.53% 120,084 -5.3% 0% $4,803,380
NORTHERN TRUST CORP 0.49% 112,449 -7.2% 0% $4,497,960
CSM Advisors, LLC 0.46% 104,955 +42% 0.12% $4,197,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.41% 93,369 +155% 0% $3,734,760
Connor, Clark & Lunn Investment Management Ltd. 0.36% 82,849 +44% 0.01% $3,313,960
NIA IMPACT ADVISORS, LLC 0.35% 78,928 +0.69% 1% $3,157,114
UBS Group AG 0.34% 77,382 -14% 0% $3,095,280
CenterBook Partners LP 0.34% 76,787 0.15% $3,071,480

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 107,017 $2,681,514 +$247,083 $25.05 10
2025 Q3 9,449,558 $377,876,471 -$962,736 $40.00 163
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