National Fuel GAS Co: which funds bought and sold
Institutions that bought and sold National Fuel GAS shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 343 institutions that filed 13F reports for both quarters added to or opened positions in National Fuel GAS, and 269 cut or closed them. Together they added a net 2.2M shares, +2.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.6M shares (−8.7%); index fund managers were net buyers of 1.1M shares (+3.8%). 84 opened a new position and 90 sold out entirely.
Bought, Q2 2026 343 institutions, 84 of them new holders Sold, Q2 2026 269 institutions, 90 of them sold out
Net change, all compared +2.2M shares (+2.9%)
Net change, active managers −1.6M shares (−8.7%), 25 bought, 29 sold
Buyers versus sellers
343 bought 120 269 sold
Active managers and hedge funds 25 bought · 29 sold · −1.6M
Index fund managers 8 bought · 3 sold · +1.1M
Other institutions 310 bought · 237 sold · +2.7M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Sound Shore Management Inc | +903K New position | 903K | $69.7M |
| AQR Capital Management LLC Hedge fund | +768K +63.9% | 2.0M | $152M |
| Blackstone Inc. | +649K +110.6% | 1.2M | $95.4M |
| T. Rowe Price Investment Management, Inc. Active manager | +589K New position | 589K | $45.5M |
| Blackrock, Inc. Index funds | +539K +5.9% | 9.7M | $749M |
| Yaupon Capital Management LP Hedge fund | +516K +49.5% | 1.6M | $120M |
| Energy Income Partners, LLC | +406K +15.7% | 3.0M | $231M |
| State Street Corp Index funds | +328K +8.5% | 4.2M | $326M |
| Thompson Siegel & Walmsley LLC | +296K +303.3% | 394K | $30.4M |
| Neuberger Berman Group LLC Active manager | +216K +106.3% | 418K | $32.3M |
| Vanguard Portfolio Management LLC Index funds | +207K +2.6% | 8.0M | $620M |
| Gotham Asset Management, LLC Hedge fund | +202K +50.4% | 601K | $46.4M |
| Loomis Sayles & Co L P Active manager | +142K New position | 142K | $11M |
| Goldman Sachs Group Inc | +135K +53.5% | 387K | $29.9M |
| Quantinno Capital Management LP | +132K +86.0% | 285K | $22M |
| LSV Asset Management Active manager | +130K +5.8% | 2.4M | $182M |
| Morgan Stanley | +130K +10.5% | 1.4M | $106M |
| Tocqueville Asset Management L.P. Active manager | +129K +40.3% | 447K | $34.6M |
| Beacon Pointe Advisors, LLC | +124K +1846.9% | 131K | $10.1M |
| Allspring Global Investments Holdings, LLC | +123K +33.1% | 496K | $38.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +768K +63.9% | 2.0M | $152M |
| T. Rowe Price Investment Management, Inc. Active manager | +589K New position | 589K | $45.5M |
| Yaupon Capital Management LP Hedge fund | +516K +49.5% | 1.6M | $120M |
| Neuberger Berman Group LLC Active manager | +216K +106.3% | 418K | $32.3M |
| Gotham Asset Management, LLC Hedge fund | +202K +50.4% | 601K | $46.4M |
| Loomis Sayles & Co L P Active manager | +142K New position | 142K | $11M |
| LSV Asset Management Active manager | +130K +5.8% | 2.4M | $182M |
| Tocqueville Asset Management L.P. Active manager | +129K +40.3% | 447K | $34.6M |
| Holocene Advisors, LP Hedge fund | +54K New position | 54K | $4.2M |
| Balyasny Asset Management L.P. Hedge fund | +35K +560.8% | 42K | $3.2M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Vaughan Nelson Investment Management, L.P. Active manager | −680K Sold out | 0 | — |
| FMR LLC Active manager | −653K −80.3% | 160K | $12.3M |
| Price T Rowe Associates Inc Active manager | −510K −17.8% | 2.4M | $182M |
| Jupiter Asset Management Ltd Active manager | −409K Sold out | 0 | — |
| Two Sigma Investments, LP Hedge fund | −377K −95.6% | 18K | $1.4M |
| Qube Research & Technologies Ltd Hedge fund | −268K −80.8% | 64K | $4.9M |
| Victory Capital Management Inc Active manager | −264K −21.6% | 959K | $74.1M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −260K −90.3% | 28K | $2.2M |
| 59 North Capital Management, LP Hedge fund | −174K Sold out | 0 | — |
| Voya Investment Management LLC | −147K −87.3% | 21K | $1.6M |
| Man Group PLC Hedge fund | −146K −63.9% | 82K | $6.3M |
| Panagora Asset Management Inc Active manager | −145K −59.1% | 100K | $7.7M |
| Brookfield Corp | −125K Sold out | 0 | — |
| Natixis Advisors, LLC | −125K −64.6% | 68K | $5.3M |
| Squarepoint Ops LLC Hedge fund | −122K Sold out | 0 | — |
| Covalis Capital LLP | −118K −64.8% | 64K | $4.9M |
| Renaissance Technologies LLC Hedge fund | −109K −29.6% | 259K | $20M |
| Schroder Investment Management Group Active manager | −101K Sold out | 0 | — |
| UBS Group AG | −85K −24.1% | 268K | $20.7M |
| Ruffer LLP Active manager | −82K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Vaughan Nelson Investment Management, L.P. Active manager | −680K Sold out | 0 | — |
| FMR LLC Active manager | −653K −80.3% | 160K | $12.3M |
| Price T Rowe Associates Inc Active manager | −510K −17.8% | 2.4M | $182M |
| Jupiter Asset Management Ltd Active manager | −409K Sold out | 0 | — |
| Two Sigma Investments, LP Hedge fund | −377K −95.6% | 18K | $1.4M |
| Qube Research & Technologies Ltd Hedge fund | −268K −80.8% | 64K | $4.9M |
| Victory Capital Management Inc Active manager | −264K −21.6% | 959K | $74.1M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −260K −90.3% | 28K | $2.2M |
| 59 North Capital Management, LP Hedge fund | −174K Sold out | 0 | — |
| Man Group PLC Hedge fund | −146K −63.9% | 82K | $6.3M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Sound Shore Management Inc | 903K | $69.7M |
| T. Rowe Price Investment Management, Inc.Active manager | 589K | $45.5M |
| Loomis Sayles & Co L PActive manager | 142K | $11M |
| Stolper Co | 108K | $8.3M |
| Holocene Advisors, LPHedge fund | 54K | $4.2M |
| Susquehanna International Group, LLP | 48K | $3.7M |
| Y-Intercept (Hong Kong) Ltd | 47K | $3.6M |
| Ilex Capital Partners (UK) LLP | 45K | $3.5M |
| DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 42K | $3.3M |
| D. E. Shaw & Co., Inc.Hedge fund | 29K | $2.2M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Vaughan Nelson Investment Management, L.P.Active manager | 680K | $63.9M |
| Jupiter Asset Management LtdActive manager | 409K | $38.5M |
| 59 North Capital Management, LPHedge fund | 174K | $16.4M |
| Brookfield Corp | 125K | $11.7M |
| Squarepoint Ops LLCHedge fund | 122K | $11.4M |
| Schroder Investment Management GroupActive manager | 101K | $9.5M |
| Ruffer LLPActive manager | 82K | $7.8M |
| Chase Investment Counsel Corp | 78K | $7.3M |
| Oxbow Advisors, LLC | 60K | $5.6M |
| Voloridge Investment Management, LLCHedge fund | 53K | $5M |
Who holds the shares
- Institutions reporting
- 649
- Ten largest holders
- 50.7% of 13F-reported shares
- Index fund managers
- 39.5% of 13F-reported shares
- Active managers and hedge funds
- 21.7% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 25 | 29 | 8 | 10 | −1.6M | −8.7% |
| Index fund managers | 8 | 3 | 0 | 0 | +1.1M | +3.8% |
| Other institutions | 310 | 237 | 76 | 80 | +2.7M | +10.0% |