NESR in the 13F filings
National Energy Services Reuni · CUSIP G6375R107
- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 19 Feb 2026
- latest of these filings; the earliest 10 Feb 2026
- Managers listing it
- 20
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 1 listed it in both
- Shares listed
- 15,665,424
- combined, among listed positions
- Reported value
- $245m
- combined, at the quarter end
Among the 92 comparable managers: 13 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,228,107.
Managers listing NESR in Q4 2025
20 of 20 holders
Largest increases and reductions, by shares
Increases
- Millennium Management LLCexisting position · 1,237,585 shares now+1,159,372
- Holocene Advisors LPnew position · 817,159 shares now+817,159
- Arrowstreet Capital LPnew position · 481,380 shares now+481,380
- Citadel Advisors LLCexisting position · 2,497,708 shares now+283,101
- Invesco Ltdexisting position · 174,582 shares now+100,357
Reductions
- Dodge & Coxexisting position · 1,929,094 shares now-326,800
- AQR Capital Management LLCexisting position · 504,530 shares now-131,895
- Marshall Wace LLPexisting position · 13,852 shares now-124,134
- D. E. Shaw & Co.existing position · 73,408 shares now-86,541
- Fidelity (FMR LLC)existing position · 7,416,091 shares now-79,770
New positions and exits
New (6)
Exited (3)
- ExodusPoint Capital Management LPwas $292k
- Two Sigma Advisers LPwas $240k
- Verition Fund Management LLCwas $203k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2017 | 1 | $5.2m | n.a. | n.a. |
| Q3 2017 | 1 | $5.3m | n.a. | n.a. |
| Q4 2017 | 1 | $5.5m | n.a. | n.a. |
| Q1 2018 | 1 | $5.4m | n.a. | n.a. |
| Q1 2019 | 1 | $1.0m | n.a. | n.a. |
| Q2 2021 | 1 | $750k | n.a. | n.a. |
| Q3 2021 | 1 | $798k | n.a. | n.a. |
| Q4 2021 | 2 | $652k | n.a. | n.a. |
| Q1 2022 | 3 | $2.5m | n.a. | n.a. |
| Q2 2022 | 3 | $2.1m | n.a. | n.a. |
| Q3 2022 | 3 | $1.3m | n.a. | n.a. |
| Q4 2022 | 3 | $1.6m | n.a. | n.a. |
| Q1 2023 | 2 | $1.1m | n.a. | n.a. |
| Q4 2024 | 2 | $14m | 2 | 0 |
| Q1 2025 | 2 | $11m | 1 | 1 |
| Q2 2025 | 1 | $13m | 1 | 0 |
| Q3 2025 | 1 | $23m | 1 | 0 |
| Q4 2025 | 3 | $44m | 13 | 10 |
| Q1 2026 | 3 | $74m | 20 | 6 |
| Q2 2026 | 4 | $110m | 15 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
NESR and GEV →NESR and XOM →NESR and CVX →Choose a stock to compare with NESR →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own NESR, latest filings →Back to the 13F Explorer →