Institutional Ownership Nelnet Inc (NNI)
This table provides information about the institutional ownership of Nelnet Inc (NNI). We have compiled data on the 199 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
24
shares
|
$2,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
24
shares
|
$2,997
0.0% of portfolio
|
Q2 2025
Reduced 86.52%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
24
shares
|
$2,997
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
24
shares
|
$2,997
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
23
shares
|
$2,872
0.0% of portfolio
|
Q2 2025
Reduced 23.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
20
shares
|
$2,498
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
19
shares
|
$2,373
0.0% of portfolio
|
Q1 2025
Added 35.71%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
12
shares
|
$1,498
0.0% of portfolio
|
Q3 2023
Reduced 63.64%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
12
shares
|
$1,498
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
10
shares
|
$1,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$749
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
4
shares
|
$499
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
3
shares
|
$374
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2
shares
|
$249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2
shares
|
$249
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$249
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1
shares
|
$124
0.0% of portfolio
|
Q2 2025
Reduced 99.39%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1
shares
|
$124
0.0% of portfolio
|
Q2 2025
Reduced 98.81%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$124
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|