Nutrien Ltd.: which funds bought and sold

Institutions that bought and sold Nutrien 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, 351 institutions that filed 13F reports for both quarters added to or opened positions in Nutrien, and 333 cut or closed them. Together they added a net 2.6M shares, +0.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.2M shares (−4.2%); index fund managers were net buyers of 1.2M shares (+3.7%). 82 opened a new position and 96 sold out entirely.

Bought, Q2 2026 351 institutions, 82 of them new holders Sold, Q2 2026 333 institutions, 96 of them sold out

Net change, all compared +2.6M shares (+0.9%)

Net change, active managers −3.2M shares (−4.2%), 40 bought, 29 sold

Buyers versus sellers

institutions compared, 806

351 bought 122 333 sold

Active managers and hedge funds 40 bought · 29 sold · −3.2M

Index fund managers 6 bought · 3 sold · +1.2M

Other institutions 305 bought · 301 sold · +4.7M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+10.0M +99.6%	19.9M	$1.3B
Boston Partners Active manager	+2.0M +91.8%	4.1M	$352M
Royal Bank Of Canada	+1.9M +6.1%	32.9M	$2.1B
Canada Pension Plan Investment Board	+1.8M +46.3%	5.7M	$359M
Healthcare Of Ontario Pension Plan Trust Fund	+1.7M +1487.2%	1.8M	$111M
Manufacturers Life Insurance Company, The	+1.4M +30.8%	6.0M	$375M
Van Eck Associates Corp	+1.0M +44.8%	3.4M	$212M
D. E. Shaw & Co., Inc. Hedge fund	+918K +976.2%	1.0M	$63.7M
Toronto Dominion Bank	+916K +32.0%	3.8M	$238M
Bank Of Montreal	+913K +7.1%	13.8M	$868M
Deutsche Bank Ag\	+817K +9.6%	9.4M	$589M
Canoe Financial LP	+812K +61.6%	2.1M	$134M
1832 Asset Management L.P.	+781K +12.2%	7.2M	$452M
CIBC Asset Management Inc	+778K +100.9%	1.5M	$97.4M
Kopernik Global Investors, LLC Active manager	+762K +53.5%	2.2M	$138M
Goehring & Rozencwajg Associates, LLC	+633K +76.9%	1.5M	$91.6M
Drummond Knight Asset Management Pty Ltd	+574K +209.0%	848K	$53.4M
Geode Capital Management, LLC Index funds	+554K +11.3%	5.5M	$353M
Capital World Investors Active manager	+457K +22.9%	2.5M	$154M
British Columbia Investment Management Corp	+451K +70.5%	1.1M	$68.7M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+10.0M +99.6%	19.9M	$1.3B
Boston Partners Active manager	+2.0M +91.8%	4.1M	$352M
D. E. Shaw & Co., Inc. Hedge fund	+918K +976.2%	1.0M	$63.7M
Kopernik Global Investors, LLC Active manager	+762K +53.5%	2.2M	$138M
Capital World Investors Active manager	+457K +22.9%	2.5M	$154M
Qube Research & Technologies Ltd Hedge fund	+408K +206.0%	606K	$38.2M
Woodline Partners LP Hedge fund	+390K +40.6%	1.3M	$84.9M
Artemis Investment Management LLP Active manager	+263K +407.0%	327K	$20.6M
Arga Investment Management, LP Active manager	+262K +614.6%	305K	$19.2M
Voloridge Investment Management, LLC Hedge fund	+233K New position	233K	$14.7M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	−5.8M −49.0%	6.0M	$380M
Wellington Management Group LLP Active manager	−5.7M −35.4%	10.4M	$654M
TD Asset Management Inc	−2.5M −27.5%	6.7M	$423M
FMR LLC Active manager	−1.7M −24.4%	5.4M	$339M
Dje Kapital AG	−1.4M −90.9%	140K	$8.8M
Fil Ltd Active manager	−1.3M −42.8%	1.7M	$110M
Connor, Clark & Lunn Investment Management Ltd.	−1.2M −73.7%	441K	$27.7M
Capital Research Global Investors Active manager	−1.2M Sold out	0	—
Brandes Investment Partners, LP Active manager	−944K Sold out	0	—
Black Creek Investment Management Inc.	−867K Sold out	0	—
Citadel Advisors LLC Hedge fund	−852K −78.6%	233K	$14.6M
Point72 Asset Management, L.P. Hedge fund	−640K −99.6%	2,269	$141,813
Murchinson Ltd.	−632K −95.8%	28K	$1.7M
Silchester International Investors LLP	−631K −48.2%	678K	$42.7M
Bank Of America Corp	−600K −19.3%	2.5M	$158M
Jane Street Group, LLC	−600K −93.6%	41K	$2.6M
Moerus Capital Management LLC	−599K Sold out	0	—
Quadrature Capital Ltd Hedge fund	−544K Sold out	0	—
Eurizon Capital Sgr S.P.A.	−521K Sold out	0	—
Invesco Ltd.	−517K −42.9%	687K	$43.3M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	−5.8M −49.0%	6.0M	$380M
Wellington Management Group LLP Active manager	−5.7M −35.4%	10.4M	$654M
FMR LLC Active manager	−1.7M −24.4%	5.4M	$339M
Fil Ltd Active manager	−1.3M −42.8%	1.7M	$110M
Capital Research Global Investors Active manager	−1.2M Sold out	0	—
Brandes Investment Partners, LP Active manager	−944K Sold out	0	—
Citadel Advisors LLC Hedge fund	−852K −78.6%	233K	$14.6M
Point72 Asset Management, L.P. Hedge fund	−640K −99.6%	2,269	$141,813
Quadrature Capital Ltd Hedge fund	−544K Sold out	0	—
Schroder Investment Management Group Active manager	−295K −83.5%	58K	$3.5M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Voloridge Investment Management, LLCHedge fund	233K	$14.7M
Night Squared LP	187K	$11.8M
Jain Global LLCHedge fund	171K	$10.8M
Hite Hedge Asset Management LLC	148K	$9.3M
Moore Capital Management, LPHedge fund	136K	$8.6M
United Capital Management Of Ks, Inc.	105K	$6.6M
Paradiem, LLC	95K	$6M
HSBC Holdings PLC	76K	$4.8M
Clearbridge Investments, LLCActive manager	69K	$4.3M
Entropy Technologies, LP	69K	$4.3M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Capital Research Global InvestorsActive manager	1.2M	$87.5M
Brandes Investment Partners, LPActive manager	944K	$71.2M
Black Creek Investment Management Inc.	867K	$65.3M
Moerus Capital Management LLC	599K	$45.2M
Quadrature Capital LtdHedge fund	544K	$40.9M
Eurizon Capital Sgr S.P.A.	521K	$39.5M
Millennium Management LLCHedge fund	207K	$15.6M
Zurich Insurance Group Ltd	203K	$15.3M
Barometer Capital Management Inc.	125K	$13.2M
Oxbow Advisors, LLC	152K	$11.5M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 720
Ten largest holders: 41.1%
Index fund managers: 10.5%
Active managers and hedge funds: 23.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	40	29	13	6	−3.2M	−4.2%
Index fund managers	6	3	0	0	+1.2M	+3.7%
Other institutions	305	301	69	90	+4.7M	+2.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Nutrien.

Only managers that filed a holdings report for both quarters are compared (806 here). 26 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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