Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
No intraday reading yet this session.
Nebius Group N.V.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Services-Computer Programming, Data Processing, Etc.
1,079 institutional managers report a position in Nebius Group N.V. worth $65.9B between them, filed on form 13F for the quarter ending 2026-06-30. 38 of them hold 80% of it, the largest being Goldman Sachs Group Inc at 13.83%.
1,054 more managers in the register
38 managers hold 80% of the $65.9B institutional base. The other 1,041 hold the rest.
Positions as filed with the SEC for the quarter ended Jun 30. A 13F is due 45 days after the quarter closes, so this register is 78 days old and does not move with the price above it.
via Value Aligned Research Advisors, LLC, Situational Awareness LP, Norges Bank +8 more · 2.91% of NBIS, 2.52% of IREN
via Value Aligned Research Advisors, LLC, Situational Awareness LP, Norges Bank +6 more · 2.91% of NBIS, 3.16% of CRWV
via Value Aligned Research Advisors, LLC, Lone Pine Capital LLC, Norges Bank +6 more · 2.91% of NBIS, 2.60% of WULF
via Value Aligned Research Advisors, LLC, Situational Awareness LP, Norges Bank +5 more · 2.91% of NBIS, 2.34% of APLD
via Orbis Allan Gray Ltd, Jennison Associates LLC, Norges Bank +2 more · 2.72% of NBIS, 4.26% of SRRK
via Orbis Allan Gray Ltd, Fred Alger Management Inc, Norges Bank +1 more · 2.72% of NBIS, 8.03% of QXO
Managers holding a meaningful stake in NBIS also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.
NBIS (Nebius Group N.V.) has 2 disclosed suppliers and 11 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: UBER −1.62%, in industrials & materials.