Which hedge funds own NFG? NATIONAL FUEL GAS CO, Q2 2026 13F holders
36 tracked hedge funds disclosed a position in NFG (NATIONAL FUEL GAS CO) in their Q2 2026 13F filings, worth $409.6m in total. The largest holder by portfolio weight is Yaupon Capital Management LP at 4.0% of its book. 16 opened a new position this quarter: FNY Investment Advisers, LLC, MQS Management LLC, Diametric Capital, LP, Landscape Capital Management, L.L.C.. 13 exited: Heights Point Management, LP, Teza Capital Management LLC, 59 North Capital Management, LP.
- 36
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 16
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 13
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $21.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $82.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $410m
- Combined value Sum of the holders' reported positions in the security.
- 2.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Heights Point Management, LP | 4.5% | $4.9m |
| Teza Capital Management LLC | 1.0% | $277k |
| 59 North Capital Management, LP | 0.5% | $16.4m |
| Greenland Capital Management LP | 0.2% | $1.2m |
| Jupiter Asset Management Ltd | 0.2% | $38.5m |
| Fox Run Management, L.L.C. | 0.1% | $687k |
| Aquatic Capital Management LLC | 0.05% | $1.7m |
| Gsa Capital Partners LLP | 0.04% | $622k |
| Squarepoint Ops LLC | 0.02% | $11.4m |
| Voloridge Investment Management, LLC | 0.02% | $5.0m |
| Edgestream Partners, L.P. | 0.01% | $305k |
| ExodusPoint Capital Management, LP | 0.0% | $456k |
| Marshall Wace, LLP | 0.0% | $808k |
Ownership over time
Who discovered NFG first? Beta
| JANA Partners Management, LP high conviction | Q2 2009 | +2.5 pts |
| Yaupon Capital Management LP | Q3 2020 | +1.1 pts |
| Baupost Group LLC | Q4 2006 | +0.6 pts |
| Aventail Capital Group, LP high conviction | Q4 2025 | +0.3 pts |
| Mork Capital Management, LLC | Q4 2018 | +0.2 pts |
| Oak Thistle LLC | Q3 2022 | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.