NATIONAL CINEMEDIA INC (NCMI) is held by 66 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Orbis Allan Gray Ltd as of Q1 2026.

Are institutions buying or selling NCMI?

In Q1 2026, 35 institutions opened or increased positions in NATIONAL CINEMEDIA INC while 31 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on NCMI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for NATIONAL CINEMEDIA INC.

How many hedge funds hold NCMI?

66 institutional investors report holding NATIONAL CINEMEDIA INC (NCMI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into NCMI?

As of Q1 2026, tracked institutions in NATIONAL CINEMEDIA INC show 35 buyers versus 31 sellers — net inflows.

NATIONAL CINEMEDIA INC

NCMI·635309206·US·Common Stock·Communication Services - Advertising Agencies-Activist

Holders

Avg rating(15 Elite)

$138.7M

Total Value

53% (72)

Fund Consensus

35 buying - 31 selling

Smart Money Verdict

View all

Held by 66 funds

15 elite

Who's Trading

InsiderNYNg Ronnie Y.Sell $65KJun 22, 2026

ActivistOIORBIS INVESTMENT MANAGEMENT LTD9.7%May 15, 2026

Activist

Hotchkis and Wiley Capital Management, LLC8.5%May 15, 2026

InsiderLFLesinski Thomas F.Sell $70KMay 4, 2026

InsiderNYNg Ronnie Y.Sell $45KMay 4, 2026

InsiderWVWoods Maria VGSell $19KMay 4, 2026

InsiderLFLesinski Thomas F.Exercise 30K shMay 1, 2026

InsiderNYNg Ronnie Y.Exercise 21K shMay 1, 2026

InsiderWVWoods Maria VGExercise 12K shMay 1, 2026

InsiderLFLesinski Thomas F.Sell $197KApr 1, 2026

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Orbis Allan Gray Ltd	Decreased	9.1M(-4.0%)	$27.9M	0.1%	-10.53%	0
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Increased	7.9M(+33.0%)	$24.1M	0.1%	-10.41%	37
BlackRock, Inc.	Decreased	5.3M(-1.2%)	$16.3M	0.0%	-37.49%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	New	3.2M	$9.8M	0.0%	+10.17%	38
WELLINGTON MANAGEMENT GROUP LLP	Decreased	2.8M(-2.1%)	$8.5M	0.0%	-13.42%	0
BARCLAYS PLC	Increased	2.2M(+8.0%)	$6.6M	0.0%	-5.01%	29
GEODE CAPITAL MANAGEMENT, LLC	Increased	2M(+3.3%)	$6.2M	0.0%	-29.16%	28
DIMENSIONAL FUND ADVISORS LP	Increased	2M(+3.2%)	$6.1M	0.0%	-23.39%	28
JPMORGAN CHASE & CO	Decreased	1.8M(-0.0%)	$5.5M	0.0%	-38.19%	0
STATE STREET CORP	Increased	1.6M(+0.7%)	$4.9M	0.0%	-22.02%	27
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	701,260(-1.8%)	$2.1M	0.0%	-37.05%	0
Bank of New York Mellon Corp	Increased	673,310(+1.6%)	$2.1M	0.0%	-1.54%	26
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	632,773	$1.9M	0.0%	+10.17%	36
NORTHERN TRUST CORP	Increased	584,395(+6.6%)	$1.8M	0.0%	-42.58%	27
VFVANGUARD FIDUCIARY TRUST CO	New	583,125	$1.8M	0.0%	+10.17%	36
VOYA INVESTMENT MANAGEMENT LLC	Decreased	544,906(-0.1%)	$1.7M	0.0%	-10.96%	0
GOLDMAN SACHS GROUP INC	Increased	543,769(+1.0%)	$1.7M	0.0%	-35.23%	26
MWMARSHALL WACE, LLP	Decreased	476,585(-27.3%)	$1.5M	0.0%	-27.90%	0
First Eagle Investment Management, LLC	Decreased	435,618(-65.3%)	$1.3M	0.0%	-13.66%	0
UBS Group AG	Increased	357,928(+32.2%)	$1.1M	0.0%	-22.06%	32