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NUANCE INVESTMENTS, LLC

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13F filer, CIK 1473182, Kansas City, MO

NUANCE INVESTMENTS, LLC reported $907,565,960 across 45 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-11. Its ten largest share positions make up 61.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001473182-26-000005

Period
2025-12-31
Reported value
$908M
Holdings
45
Top 10 weight
61.46%
New
4
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KVUEadded+2,100,583$36.2M
ATRadded+145,233$17.7M
LNNadded+133,190$15.7M
ASPEN INSURANCE HOLDINGS-Aadded+343,160$12.7M
QIAGEN N.V.added+264,767$11.9M

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

SecurityShares changeApprox. value
INFORMATICA INCexited-2,463,395-$61.2M
WATreduced-146,305-$55.6M
TMOreduced-31,987-$18.5M
ELreduced-139,748-$14.6M
NTRSreduced-94,223-$12.9M

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, Q4 2025

Share positions as resolved from 13F-HR 0001473182-26-000005, largest first. % of portfolio is the value over $907,565,960, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,994 shares; 2024Q4: 359,112 shares; 2025Q1: 300,267 shares; 2025Q2: 848,106 shares; 2025Q3: 694,817 shares; 2025Q4: 786,789 shares 786,789$79.3M8.74%+91,972Timeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633,693 shares; 2024Q4: 1,490,168 shares; 2025Q1: 2,017,511 shares; 2025Q2: 1,728,615 shares; 2025Q3: 1,764,459 shares; 2025Q4: 1,825,390 shares 1,825,390$79.1M8.71%+60,931Timeline
MRTNMARTEN TRANS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627,111 shares; 2024Q4: 3,196,811 shares; 2025Q1: 5,237,442 shares; 2025Q2: 5,745,928 shares; 2025Q3: 6,122,415 shares; 2025Q4: 6,267,340 shares 6,267,340$71.3M7.86%+144,925Timeline
WERNWERNER ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943,893 shares; 2024Q4: 3,612,594 shares; 2025Q1: 2,833,654 shares; 2025Q2: 2,589,790 shares; 2025Q3: 1,957,825 shares; 2025Q4: 1,948,964 shares 1,948,964$58.5M6.44%-8,861Timeline
ASPEN INSURANCE HOLDINGS-AASPEN INSURANCE HOLDINGS-AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,198,155 shares; 2025Q4: 1,541,315 shares 1,541,315$57.2M6.3%+343,160
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639,353 shares; 2024Q4: 1,356,217 shares; 2025Q1: 700,370 shares; 2025Q2: 883,392 shares; 2025Q3: 696,967 shares; 2025Q4: 642,073 shares 642,073$50.9M5.61%-54,894Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,568 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 713,402 shares; 2025Q4: 2,813,985 shares 2,813,985$48.5M5.35%+2,100,583Timeline
HTOH2O AMERICAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204,519 shares; 2024Q4: 1,256,548 shares; 2025Q1: 1,167,968 shares; 2025Q2: 964,800 shares; 2025Q3: 1,021,922 shares; 2025Q4: 906,724 shares 906,724$44.4M4.89%-115,198Timeline
QIAGEN N.V.QIAGEN N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,778,349 shares; 2025Q2: 1,357,839 shares; 2025Q3: 538,821 shares; 2025Q4: 803,588 shares 803,588$36.1M3.98%+264,767
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,978 shares; 2024Q4: 1,234,069 shares; 2025Q1: 554,521 shares; 2025Q2: 571,567 shares; 2025Q3: 260,218 shares; 2025Q4: 231,637 shares 231,637$32.4M3.57%-28,581Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,637 shares; 2024Q4: 85,622 shares; 2025Q1: 144,710 shares; 2025Q2: 72,880 shares; 2025Q3: 102,960 shares; 2025Q4: 248,193 shares 248,193$30.3M3.34%+145,233Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,683 shares; 2024Q4: 149,413 shares; 2025Q1: 1,081,333 shares; 2025Q2: 1,378,859 shares; 2025Q3: 361,449 shares; 2025Q4: 360,824 shares 360,824$26.9M2.96%-625Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,049 shares; 2025Q1: 63,551 shares; 2025Q2: 251,889 shares; 2025Q3: 166,535 shares; 2025Q4: 125,213 shares 125,213$24.3M2.68%-41,322Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278,081 shares; 2024Q4: 1,969,166 shares; 2025Q1: 910,463 shares; 2025Q2: 808,457 shares; 2025Q3: 314,208 shares; 2025Q4: 282,287 shares 282,287$21.3M2.35%-31,921Timeline
LNNLINDSAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,779 shares; 2024Q4: 170,845 shares; 2025Q1: 66,727 shares; 2025Q2: 52,214 shares; 2025Q3: 45,381 shares; 2025Q4: 178,571 shares 178,571$21M2.32%+133,190Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,893 shares; 2024Q4: 109,293 shares; 2025Q1: 95,280 shares; 2025Q2: 80,371 shares; 2025Q3: 162,594 shares; 2025Q4: 117,447 shares 117,447$20.9M2.3%-45,147Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,982 shares; 2025Q1: 16,404 shares; 2025Q2: 21,036 shares; 2025Q3: 33,493 shares; 2025Q4: 55,966 shares 55,966$19M2.09%+22,473Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694,282 shares; 2024Q4: 664,985 shares; 2025Q1: 192,295 shares; 2025Q2: 126,885 shares; 2025Q3: 396,173 shares; 2025Q4: 306,217 shares 306,217$14.7M1.62%-89,956Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858,376 shares; 2024Q4: 784,923 shares; 2025Q1: not reported; 2025Q2: 191,671 shares; 2025Q3: 288,203 shares; 2025Q4: 319,020 shares 319,020$12.3M1.35%+30,817Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 8,010 shares; 2025Q1: 6,582 shares; 2025Q2: 87,895 shares; 2025Q3: 52,997 shares; 2025Q4: 21,010 shares 21,010$12.2M1.34%-31,987Timeline
CVGWCALAVO GROWERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636,969 shares; 2024Q4: 1,663,515 shares; 2025Q1: 1,770,251 shares; 2025Q2: 653,633 shares; 2025Q3: 231,653 shares; 2025Q4: 546,933 shares 546,933$11.9M1.31%+315,280Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,401 shares; 2024Q4: 509,202 shares; 2025Q1: 110,595 shares; 2025Q2: 149,384 shares; 2025Q3: 204,977 shares; 2025Q4: 109,060 shares 109,060$11M1.21%-95,917Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929,083 shares; 2024Q4: 1,117,896 shares; 2025Q1: 330,596 shares; 2025Q2: 304,758 shares; 2025Q3: 234,715 shares; 2025Q4: 184,670 shares 184,670$9.65M1.06%-50,045Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,207 shares; 2025Q4: 55,556 shares 55,556$9.64M1.06%+25,349Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,592 shares; 2025Q1: 47,030 shares; 2025Q2: 50,573 shares; 2025Q3: 36,348 shares; 2025Q4: 191,480 shares 191,480$9.37M1.03%+155,132Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,759 shares; 2025Q1: 132,438 shares; 2025Q2: 173,853 shares; 2025Q3: 78,082 shares; 2025Q4: 143,086 shares 143,086$9.12M1%+65,004Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,811 shares; 2024Q4: 128,916 shares; 2025Q1: 97,008 shares; 2025Q2: 15,045 shares; 2025Q3: 40,300 shares; 2025Q4: 60,199 shares 60,199$8.49M0.94%+19,899Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400,774 shares; 2025Q1: 491,384 shares; 2025Q2: 570,765 shares; 2025Q3: 633,272 shares; 2025Q4: 919,292 shares 919,292$8.48M0.93%+286,020Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,053 shares; 2024Q4: 166,353 shares; 2025Q1: 83,430 shares; 2025Q2: 36,239 shares; 2025Q3: 47,334 shares; 2025Q4: 38,428 shares 38,428$7.82M0.86%-8,906Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,057 shares; 2024Q4: 386,160 shares; 2025Q1: 255,292 shares; 2025Q2: 172,162 shares; 2025Q3: 87,814 shares; 2025Q4: 81,373 shares 81,373$6.41M0.71%-6,441Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826,920 shares; 2024Q4: 926,082 shares; 2025Q1: 469,410 shares; 2025Q2: 385,284 shares; 2025Q3: 140,523 shares; 2025Q4: 46,300 shares 46,300$6.32M0.7%-94,223Timeline
AVOMISSION PRODUCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,922,979 shares; 2024Q4: 1,954,991 shares; 2025Q1: 1,939,257 shares; 2025Q2: 971,056 shares; 2025Q3: 444,288 shares; 2025Q4: 491,807 shares 491,807$5.7M0.63%+47,519Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,953 shares; 2024Q4: 90,673 shares; 2025Q1: 27,996 shares; 2025Q2: 49,737 shares; 2025Q3: 9,403 shares; 2025Q4: 8,973 shares 8,973$5.12M0.56%-430Timeline
SEMRSEMRUSH HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 419,560 shares 419,560$4.99M0.55%newTimeline
EXASEXACT SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,015 shares 49,015$4.98M0.55%newTimeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,476 shares; 2024Q4: 167,435 shares; 2025Q1: 143,054 shares; 2025Q2: 130,461 shares; 2025Q3: 99,995 shares; 2025Q4: 37,630 shares 37,630$4.91M0.54%-62,365Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,962 shares; 2025Q4: 49,246 shares 49,246$4.89M0.54%+9,284Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,035 shares 126,035$4.83M0.53%newTimeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,334 shares; 2024Q4: 364,020 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229,986 shares; 2025Q4: 69,587 shares 69,587$4.74M0.52%-160,399Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,680 shares; 2024Q4: 334,811 shares; 2025Q1: 102,794 shares; 2025Q2: 87,659 shares; 2025Q3: 65,986 shares; 2025Q4: 31,213 shares 31,213$2.56M0.28%-34,773Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,540 shares; 2025Q4: 8,596 shares 8,596$2.49M0.27%-944Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757,455 shares; 2024Q4: 677,938 shares; 2025Q1: 215,124 shares; 2025Q2: 211,636 shares; 2025Q3: 161,536 shares; 2025Q4: 143,054 shares 143,054$2.3M0.25%-18,482Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,735 shares; 2025Q1: 5,247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,639 shares 4,639$610K0.07%newTimeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059,080 shares; 2024Q4: 3,092,268 shares; 2025Q1: 2,447,994 shares; 2025Q2: 1,100,746 shares; 2025Q3: 143,008 shares; 2025Q4: 3,260 shares 3,260$341K0.04%-139,748Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,032 shares; 2025Q3: 146,886 shares; 2025Q4: 581 shares 581$221K0.02%-146,305Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INFORMATICA INCINFORMATICA INC2,463,395$61.2Mshares
ROGROGERS CORP122,411$9.85Mshares
TRVTRAVELERS COMPANIES INC11,156$3.11Mshares
NDSNNORDSON CORP12,965$2.94Mshares
THRMGENTHERM INC21,170$721Kshares

How Q4 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001473182-26-000005 base2026-02-11acceptance time not in the bulk data set