Nestlé S.A. (NSRGY)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Institutional Trends (8 Quarters)

No trend data available for this metric.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders127of 5,944

Avg: 68

Uncrowded88th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.85x

65th percentile

44 buying52 selling

+13

New

-15

Closed

-303,936

Net shares

Ownership Concentration

Top 5: 84.1%Top 10: 87.8%

GARDNER RUSSO & QUINN51.6%

Douglas Lane & Associates,9.5%

BRISTOL JOHN W & CO9.4%

Douglass Winthrop Advisors,8.0%

FIRST MANHATTAN CO.5.6%

Others (122)15.9%

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Conviction-Weighted Ownership

Median weight: 1.48%Avg weight: 1.59%Max: 6.39%High conviction (>1%): 6

GARDNER RUSSO & QUINN

Douglas Lane & Associates,

BRISTOL JOHN W & CO

Douglass Winthrop Advisors,

FIRST MANHATTAN CO.

Altrius Capital Management

HANTZ FINANCIAL SERVICES,

SAYBROOK CAPITAL /NC

RHUMBLINE ADVISERS

Ramirez Asset Management,

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$9,598

NSRGY · -4%

$18,666

S&P 500 · +87%

−$9,067

behind the index

Total return (5Y)

-4%

S&P 500

+87%

vs. market

-91%

underperformed

Annualized

-0.8%

mkt 13.3%

Volatility

19%

annualized

Beta

0.33

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

NSRGYS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

NSRGY (solid)S&P 500 (outline)Green = positive year, red = negative. Number = NSRGY's return.

Beat the market

3 / 6 yrs

50% win rate

Best year

+25%

2025

Worst year

-27%

2024

Worst drawdown

-37%

still -15% below peak

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -37%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.