Security Snapshot

Neptune Insurance Holdings Inc. - COMMON STOCK (NP) Institutional Ownership

CUSIP: 64073B103

13F Institutional Holders and Ownership History from Q3 2025 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

136

Shares (Excl. Options)

67,034,050

Price

$31.50

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.02%
Share change
+1,967,499
Value change
+$61,452,363
Number of holders
136
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
94,492,852
SEC-reported price per share
$32.02
Insider filing price
$32.02
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • NP - Neptune Insurance Holdings Inc. - COMMON STOCK is tracked under CUSIP 64073B103.
  • 136 institutions reported positions in Q2 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 98 to 136 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,578,547,384 to $2,098,781,629.

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 136 institutions filings for Q2 2026.

Open SEC evidence

Security key

64073B103

Latest holder period

Q2 2026

13F holders

136

13D/G owners

5

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
NP
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Burgess Trevor R 34% 49,595,000 Trevor R. Burgess 30 Sep 2025
FTV VII, L.P. 17% -27% $513,789,602 -$190,255,275 16,310,781 -27% FTV VII, L.P. 30 Jun 2026
BSIV Hold 101, LP 15% -27% $448,960,617 -$166,249,251 14,252,718 -27% BSIV Hold 101, LP 30 Jun 2026
T. Rowe Price Investment Management, Inc. 6.1% $181,568,016 5,764,064 T. Rowe Price Investment Management, Inc. 30 Jun 2026
Carlon Jonathan Winant 5.9% 5,685,000 Jonathan Carlon 30 Sep 2025

As of 30 Jun 2026, 136 institutional investors reported holding 67,034,050 shares of Neptune Insurance Holdings Inc. - COMMON STOCK (NP). This represents 71% of the company’s total 94,492,852 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
63%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FTV Management Company, L.P. 17% 16,310,781 -27% 100% $513,789,602
Bregal Sagemount IV General Partner Jersey Ltd 15% 14,252,718 -27% 100% $448,960,617
T. Rowe Price Investment Management, Inc. 6.1% 5,764,064 +22% 0.12% $181,569,000
BlackRock, Inc. 2.9% 2,706,202 +611% 0% $85,245,365
ALLIANCEBERNSTEIN L.P. 1.7% 1,562,853 +33% 0.01% $37,805,414
VANGUARD PORTFOLIO MANAGEMENT LLC 1.6% 1,544,775 +117% 0% $48,660,413
Azora Capital LP 1.6% 1,467,570 +54% 1.9% $46,228,455
VANGUARD CAPITAL MANAGEMENT LLC 1.5% 1,398,858 +71% 0% $44,064,027
JPMORGAN CHASE & CO 1.4% 1,348,503 -9% 0% $41,134,497
Driehaus Capital Management LLC 1.4% 1,297,130 0.24% $40,859,595
Woodline Partners LP 1.2% 1,178,446 +20% 0.11% $37,121,049
Capital World Investors 1.2% 1,131,365 +2.8% 0% $35,637,998
AMERIPRISE FINANCIAL INC 1.2% 1,106,169 +15% 0.01% $34,844,327
Capital International Investors 1% 944,971 -30% 0.01% $29,766,587
LORD, ABBETT & CO. LLC 0.97% 915,229 +355% 0.08% $28,830,000
Freestone Grove Partners LP 0.9% 851,067 0.18% $26,808,611
GEODE CAPITAL MANAGEMENT, LLC 0.88% 830,768 +312% 0% $26,174,699
FRONTIER CAPITAL MANAGEMENT CO LLC 0.79% 746,054 -24% 0.22% $23,500,701
STATE STREET CORP 0.73% 693,496 +606% 0% $21,845,124
Artisan Partners Limited Partnership 0.69% 654,812 0.03% $20,626,578
Balyasny Asset Management L.P. 0.67% 631,956 +29% 0.04% $19,906,614
BAMCO INC /NY/ 0.64% 608,692 -14% 0.03% $19,173,798
Select Equity Group, L.P. 0.62% 588,809 +128% 0.1% $18,547,483
Nuveen, LLC 0.61% 573,005 +32% 0% $18,049,658
TimesSquare Capital Management, LLC 0.45% 429,225 -52% 0.2% $13,520,588

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
4
Latest
Q2 2026
Rows shown
1-4 of 4
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 67,034,050 $2,098,781,629 +$61,452,363 $31.50 136
2026 Q1 65,062,728 $1,578,547,384 -$8,966,309 $24.19 98
2025 Q4 64,881,585 $1,891,950,541 +$1,315,969,795 $29.16 94
2025 Q3 205,336 $4,071,000 +$4,071,000 $20.00 5
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