NUANCE INVESTMENTS, LLC
Follow13F filer, CIK 1473182, Kansas City, MO
NUANCE INVESTMENTS, LLC reported $587,666,389 across 52 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-07. Its ten largest share positions make up 58.83% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001473182-26-000008
- Period
- 2026-06-30
- Reported value
- $588M
- Holdings
- 52
- Top 10 weight
- 58.83%
- New
- 13
- Sold out
- 4
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TMHCnew | +528,263 | $37.9M |
| ACNnew | +136,204 | $16.9M |
| QGENadded | +275,476 | $10.8M |
| PORadded | +145,928 | $7.56M |
| TECHnew | +105,796 | $7.47M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MRTNreduced | -4,263,549 | -$74M |
| WERNreduced | -1,330,580 | -$58M |
| MASIexited | -244,704 | -$43.5M |
| GLreduced | -146,159 | -$26.1M |
| CWTreduced | -507,671 | -$24.7M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001473182-26-000008, largest first. % of portfolio is the value over $587,666,389, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| QGENQIAGEN NV | 1,595,726 | $62.4M | 10.62% | +275,476 | Timeline | ||
| CWTCALIFORNIA WTR SVC GROUP | 1,096,077 | $53.3M | 9.07% | -507,671 | Timeline | ||
| CLXCLOROX CO DEL | 528,738 | $50.5M | 8.59% | +20,593 | Timeline | ||
| TMHCTAYLOR MORRISON HOME CORP | 528,263 | $37.9M | 6.45% | new | Timeline | ||
| SOLVSOLVENTUM CORP | 364,530 | $28.1M | 4.79% | -306,623 | Timeline | ||
| KVUEKENVUE INC | 1,448,488 | $27.7M | 4.71% | -207,036 | Timeline | ||
| ATRAPTARGROUP INC | 183,170 | $22.9M | 3.9% | +27,747 | Timeline | ||
| KMBKIMBERLY-CLARK CORP | 207,780 | $22.8M | 3.88% | -100,135 | Timeline | ||
| LNNLINDSAY CORP | 179,283 | $22.2M | 3.78% | +17,561 | Timeline | ||
| TMOTHERMO FISHER SCIENTIFIC INC | 35,664 | $17.9M | 3.04% | +5,343 | Timeline | ||
| ACNACCENTURE PLC IRELAND | 136,204 | $16.9M | 2.88% | new | Timeline | ||
| BDXBECTON DICKINSON & CO | 96,615 | $14.6M | 2.49% | -10,168 | Timeline | ||
| PORPORTLAND GEN ELEC CO | 274,376 | $14.2M | 2.42% | +145,928 | Timeline | ||
| HSICSCHEIN HENRY INC | 168,165 | $14M | 2.39% | -25,691 | Timeline | ||
| AVAAVISTA CORP | 289,030 | $11.8M | 2.01% | -74,187 | Timeline | ||
| EGEVEREST GROUP LTD | 28,398 | $10.1M | 1.73% | -25,170 | Timeline | ||
| MRTNMARTEN TRANS LTD | 546,871 | $9.49M | 1.61% | -4,263,549 | Timeline | ||
| HTOH2O AMERICA | 154,446 | $9.39M | 1.6% | -237,200 | Timeline | ||
| WTRGESSENTIAL UTILS INC | 238,896 | $9.15M | 1.56% | +44,096 | Timeline | ||
| NKENIKE INC | 220,836 | $9.07M | 1.54% | +91,833 | Timeline | ||
| WERNWERNER ENTERPRISES INC | 189,945 | $8.28M | 1.41% | -1,330,580 | Timeline | ||
| TECHBIO-TECHNE CORP | 105,796 | $7.47M | 1.27% | new | Timeline | ||
| ALCALCON AG | 110,772 | $7.43M | 1.26% | new | Timeline | ||
| AREALEXANDRIA REAL ESTATE EQ IN | 126,634 | $6.69M | 1.14% | -14,003 | Timeline | ||
| CNHCNH INDL N V | 572,723 | $6.43M | 1.09% | -80,400 | Timeline | ||
| AVOMISSION PRODUCE INC | 501,087 | $5.91M | 1.01% | +199,511 | Timeline | ||
| GGGGRACO INC | 77,729 | $5.88M | 1% | +54,362 | Timeline | ||
| DGXQUEST DIAGNOSTICS INC | 27,470 | $5.82M | 0.99% | +2,930 | Timeline | ||
| MSEXMIDDLESEX WTR CO | 85,830 | $4.82M | 0.82% | +28,643 | Timeline | ||
| AWKAMERICAN WTR WKS CO INC NEW | 35,967 | $4.73M | 0.81% | +21,711 | Timeline | ||
| NOCNORTHROP GRUMMAN CORP | 9,113 | $4.64M | 0.79% | new | Timeline | ||
| CALMCAL MAINE FOODS INC | 51,918 | $4.18M | 0.71% | new | Timeline | ||
| WATWATERS CORP | 10,762 | $4.04M | 0.69% | -29,738 | Timeline | ||
| IWSISHARES TR | 22,856 | $3.76M | 0.64% | -2,584 | Timeline | ||
| MMM3M CO | 20,612 | $3.34M | 0.57% | -5,834 | Timeline | ||
| DHRDANAHER CORP DEL | 17,162 | $3.27M | 0.56% | +7,201 | Timeline | ||
| ALGALAMO GROUP INC | 19,651 | $3.23M | 0.55% | new | Timeline | ||
| DOCHEALTHPEAK PROPERTIES INC | 147,135 | $3.15M | 0.54% | -81,634 | Timeline | ||
| RGAREINSURANCE GROUP AMER INC | 14,675 | $3.12M | 0.53% | -4,629 | Timeline | ||
| TOWNTOWNEBANK PORTSMOUTH VA | 85,643 | $3.1M | 0.53% | new | Timeline | ||
| RAMPLIVERAMP HLDGS INC | 80,575 | $3.03M | 0.52% | new | Timeline | ||
| AIGAMERICAN INTL GROUP INC | 40,045 | $2.98M | 0.51% | -11,671 | Timeline | ||
| STESTERIS PLC | 14,072 | $2.96M | 0.5% | new | Timeline | ||
| WDAYWORKDAY INC | 23,357 | $2.86M | 0.49% | new | Timeline | ||
| GLGLOBE LIFE INC | 10,760 | $1.92M | 0.33% | -146,159 | Timeline | ||
| AAGILENT TECHNOLOGIES INC | 13,235 | $1.76M | 0.3% | -19,686 | Timeline | ||
| IEXIDEX CORP | 7,459 | $1.69M | 0.29% | -37,361 | Timeline | ||
| XYLXYLEM INC | 13,576 | $1.6M | 0.27% | new | Timeline | ||
| ELLAUDER ESTEE COS INC | 20,227 | $1.6M | 0.27% | -15,621 | Timeline | ||
| EDCONSOLIDATED EDISON INC | 14,030 | $1.55M | 0.26% | new | Timeline | ||
| ABTABBOTT LABORATORIES | 17,002 | $1.54M | 0.26% | -1,536 | Timeline | ||
| NTRSNORTHERN TR CORP | 1,457 | $253K | 0.04% | -14,287 | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001473182-26-000008 | base | 2026-08-07 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001473182-26-000008 | Quarter ended 2026-06-30 | 2026-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001473182-26-000006 | Quarter ended 2026-03-31 | 2026-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001473182-26-000005 | Quarter ended 2025-12-31 | 2026-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001473182-25-000003 | Quarter ended 2025-09-30 | 2025-11-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-004661 | Quarter ended 2025-06-30 | 2025-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-002997 | Quarter ended 2025-03-31 | 2025-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-001018 | Quarter ended 2024-12-31 | 2025-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-005465 | Quarter ended 2024-09-30 | 2024-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-003578 | Quarter ended 2024-06-30 | 2024-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-002271 | Quarter ended 2024-03-31 | 2024-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-000828 | Quarter ended 2023-12-31 | 2024-02-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-004162 | Quarter ended 2023-09-30 | 2023-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-003292 | Quarter ended 2023-06-30 | 2023-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-002169 | Quarter ended 2023-03-31 | 2023-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-000766 | Quarter ended 2022-12-31 | 2023-02-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-003901 | Quarter ended 2022-09-30 | 2022-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-002867 | Quarter ended 2022-06-30 | 2022-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-002021 | Quarter ended 2022-03-31 | 2022-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-000658 | Quarter ended 2021-12-31 | 2022-02-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-003268 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-002314 | Quarter ended 2021-06-30 | 2021-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-001625 | Quarter ended 2021-03-31 | 2021-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-000677 | Quarter ended 2020-12-31 | 2021-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-002853 | Quarter ended 2020-09-30 | 2020-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-002061 | Quarter ended 2020-06-30 | 2020-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-001424 | Quarter ended 2020-03-31 | 2020-05-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001085146-20-001104 | Quarter ended 2019-12-31 | 2020-04-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-000586 | Quarter ended 2019-12-31 | 2020-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-002817 | Quarter ended 2019-09-30 | 2019-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-002207 | Quarter ended 2019-06-30 | 2019-08-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-001493 | Quarter ended 2019-03-31 | 2019-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-000628 | Quarter ended 2018-12-31 | 2019-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-002558 | Quarter ended 2018-09-30 | 2018-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-001939 | Quarter ended 2018-06-30 | 2018-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-001339 | Quarter ended 2018-03-31 | 2018-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-000392 | Quarter ended 2017-12-31 | 2018-02-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-002259 | Quarter ended 2017-09-30 | 2017-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-001696 | Quarter ended 2017-06-30 | 2017-08-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-001073 | Quarter ended 2017-03-31 | 2017-05-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-000231 | Quarter ended 2016-12-31 | 2017-02-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-004672 | Quarter ended 2016-09-30 | 2016-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-004121 | Quarter ended 2016-06-30 | 2016-08-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-003613 | Quarter ended 2016-03-31 | 2016-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-002844 | Quarter ended 2015-12-31 | 2016-02-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-15-002095 | Quarter ended 2015-09-30 | 2015-10-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-15-001535 | Quarter ended 2015-06-30 | 2015-07-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-15-001078 | Quarter ended 2015-03-31 | 2015-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-15-000517 | Quarter ended 2014-12-31 | 2015-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-14-002199 | Quarter ended 2014-09-30 | 2014-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-14-001669 | Quarter ended 2014-06-30 | 2014-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-14-001131 | Quarter ended 2014-03-31 | 2014-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-14-000654 | Quarter ended 2013-12-31 | 2014-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-13-001984 | Quarter ended 2013-09-30 | 2013-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-13-001320 | Quarter ended 2013-06-30 | 2013-08-08 | acceptance time not in the bulk data set |