Institutional Ownership Ncr Corp (NCR)
This table provides information about the institutional ownership of Ncr Corp (NCR). We have compiled data on the 351 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
261
shares
|
$4,110
0.0% of portfolio
|
Q4 2023
Added 4.4%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
258
shares
|
$4,063
0.0% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
249
shares
|
$3,921
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
236
shares
|
$3,717
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
222
shares
|
$3,496
0.0% of portfolio
|
Q2 2025
Reduced 22.11%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
219
shares
|
$3,449
0.0% of portfolio
|
Q2 2025
Reduced 74.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
218
shares
|
$3,433
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
183
shares
|
$2,882
0.0% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
176
shares
|
$2,772
0.0% of portfolio
|
Q2 2022
Reduced 96.51%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
150
shares
|
$2,362
0.0% of portfolio
|
Q1 2025
Reduced 91.89%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
134
shares
|
$2,110
0.0% of portfolio
|
Q2 2024
Added 91.43%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
126
shares
|
$1,984
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
124
shares
|
$1,953
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
115
shares
|
$1,811
0.0% of portfolio
|
Q4 2019
Reduced 0.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
110
shares
|
$1,732
0.0% of portfolio
|
Q3 2025
Reduced 66.15%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
100
shares
|
$1,575
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$1,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
98
shares
|
$1,543
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
93
shares
|
$1,464
0.0% of portfolio
|
Q2 2025
Reduced 57.53%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
90
shares
|
$1,417
0.0% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90
shares
|
$1,417
0.0% of portfolio
|
Q2 2020
Added 63.16%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
89
shares
|
$1,401
0.0% of portfolio
|
Q1 2024
Reduced 27.64%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
89
shares
|
$1,401
0.0% of portfolio
|
Q3 2025
Reduced 82.48%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
84
shares
|
$1,323
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
81
shares
|
$1,275
0.0% of portfolio
|
Q3 2025
New holding
|
|