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NUANCE INVESTMENTS, LLC

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13F filer, CIK 1473182, Kansas City, MO

NUANCE INVESTMENTS, LLC reported $717,103,328 across 43 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 63.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001473182-26-000006

Period
2026-03-31
Reported value
$717M
Holdings
43
Top 10 weight
63.41%
New
9
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QGENnew+1,320,250$52.9M
MASInew+244,704$43.5M
KMBadded+198,855$19.2M
WATadded+39,919$11.9M
TMOadded+9,311$4.58M

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
ASPEN INSURANCE HOLDINGS-Aexited-1,541,315-$57.2M
QIAGEN N.V.exited-803,588-$36.1M
HTOreduced-515,078-$30.2M
CLXreduced-278,644-$28.9M
HOLXexited-360,824-$26.9M

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, Q1 2026

Share positions as resolved from 13F-HR 0001473182-26-000006, largest first. % of portfolio is the value over $717,103,328, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,603,748 shares 1,603,748$72.7M10.14%-221,642Timeline
MRTNMARTEN TRANS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,810,420 shares 4,810,420$63.2M8.81%-1,456,920Timeline
QGENQIAGEN NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320,250 shares 1,320,250$52.9M7.37%newTimeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 508,145 shares 508,145$52.7M7.34%-278,644Timeline
WERNWERNER ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,520,525 shares 1,520,525$44.7M6.24%-428,439Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 671,153 shares 671,153$43.8M6.11%+29,080Timeline
MASIMASIMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 244,704 shares 244,704$43.5M6.07%newTimeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 307,915 shares 307,915$29.7M4.14%+198,855Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,568 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 713,402 shares; 2025Q4: 2,813,985 shares; 2026Q1: 1,655,524 shares 1,655,524$28.5M3.98%-1,158,461Timeline
HTOH2O AMERICAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 391,646 shares 391,646$23M3.2%-515,078Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 156,919 shares 156,919$21.8M3.05%-74,718Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 155,423 shares 155,423$19.6M2.73%-92,770Timeline
LNNLINDSAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 161,722 shares 161,722$19.3M2.69%-16,849Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 53,568 shares 53,568$17.5M2.44%-2,398Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 106,783 shares 106,783$16.8M2.34%-18,430Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,321 shares 30,321$14.9M2.08%+9,311Timeline
CVGWCALAVO GROWERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 569,627 shares 569,627$14.7M2.05%+22,694Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 363,217 shares 363,217$14.6M2.03%+44,197Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 193,856 shares 193,856$14.3M1.99%-88,431Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,032 shares; 2025Q3: 146,886 shares; 2025Q4: 581 shares; 2026Q1: 40,500 shares 40,500$12.1M1.68%+39,919Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 44,820 shares 44,820$8.5M1.18%-72,627Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,035 shares; 2026Q1: 194,800 shares 194,800$7.84M1.09%+68,765Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 653,123 shares 653,123$7.18M1%-266,169Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 129,003 shares 129,003$6.81M0.95%-14,083Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 128,448 shares 128,448$6.78M0.95%-177,769Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 140,637 shares 140,637$6.53M0.91%-50,843Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,207 shares; 2025Q4: 55,556 shares; 2026Q1: 24,540 shares 24,540$4.81M0.67%-31,016Timeline
AVOMISSION PRODUCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 301,576 shares 301,576$4.15M0.58%-190,231Timeline
SEMRSEMRUSH HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 419,560 shares; 2026Q1: 335,139 shares 335,139$4M0.56%-84,421Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,304 shares 19,304$3.94M0.55%-19,124Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,716 shares 51,716$3.89M0.54%newTimeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878,688 shares; 2024Q4: 585,957 shares; 2025Q1: 1,886 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,446 shares 26,446$3.84M0.54%newTimeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 228,769 shares 228,769$3.76M0.52%+85,715Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,070 shares; 2025Q2: 80,698 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,921 shares 32,921$3.75M0.52%newTimeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,440 shares 25,440$3.71M0.52%-34,759Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,187 shares 57,187$2.98M0.42%newTimeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 35,848 shares 35,848$2.57M0.36%+32,588Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,744 shares 15,744$2.2M0.31%-30,556Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,367 shares 23,367$1.98M0.28%-7,846Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,872 shares 25,872$1.96M0.27%newTimeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,256 shares 14,256$1.94M0.27%-23,374Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,538 shares 18,538$1.9M0.27%newTimeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,961 shares 9,961$1.89M0.26%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ASPEN INSURANCE HOLDINGS-AASPEN INSURANCE HOLDINGS-A1,541,315$57.2Mshares
QIAGEN N.V.QIAGEN N.V.803,588$36.1Mshares
HOLXHOLOGIC INC360,824$26.9Mshares
KNXKNIGHT-SWIFT TRANSN HLDGS IN184,670$9.65Mshares
TTCTORO CO81,373$6.41Mshares
NOCNORTHROP GRUMMAN CORP8,973$5.12Mshares
EXASEXACT SCIENCES CORP49,015$4.98Mshares
EDCONSOLIDATED EDISON INC49,246$4.89Mshares
MKCMCCORMICK & CO INC69,587$4.74Mshares
FDSFACTSET RESH SYS INC8,596$2.49Mshares
IJJISHARES TR4,639$610Kshares

How Q1 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001473182-26-000006 base2026-05-08acceptance time not in the bulk data set