NEW YORK TIMES CO NYT
CL A · Common Stock · CUSIP 650111107 · ISIN US6501111073
American mass media company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($47.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $83.69. Options: 10 managers hold calls ($25.4m notional), 15 hold puts ($316.7m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 314 |
| Q4 2022 | 339 |
| Q1 2023 | 363 |
| Q2 2023 | 342 |
| Q3 2023 | 374 |
| Q4 2023 | 409 |
| Q1 2024 | 414 |
| Q2 2024 | 441 |
| Q3 2024 | 460 |
| Q4 2024 | 484 |
| Q1 2025 | 479 |
| Q2 2025 | 510 |
| Q3 2025 | 525 |
| Q4 2025 | 554 |
| Q1 2026 | 632 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 203 | 199 |
| Q3 2024 | 212 | 187 |
| Q4 2024 | 225 | 181 |
| Q1 2025 | 213 | 244 |
| Q2 2025 | 265 | 207 |
| Q3 2025 | 268 | 217 |
| Q4 2025 | 275 | 229 |
| Q1 2026 | 379 | 201 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $32.5m | $85.6m | 2.63 |
| Q3 2025 | $25.9m | $96.9m | 3.74 |
| Q4 2025 | $9.7m | $3.4m | 0.35 |
| Q1 2026 | $25.4m | $316.7m | 12.45 |
Biggest buyers
| Berkshire Hathaway Inc | Added | +10.1m |
| Linonia Partnership LP | New | +9.0m |
| Capital World Investors | New | +2.3m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.9m |
| Invesco Ltd. | Added | +925.6k |
| Allianz Asset Management GmbH | Added | +685.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | New | +592.8k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +465.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +370.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +353.3k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -7.5m |
| Darsana Capital Partners LP | Reduced | -2.6m |
| TWO SIGMA ADVISERS, LP | Sold out | -2.4m |
| Capital Research Global Investors | Sold out | -1.7m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.1m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -1.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -994.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -917.6k |
| CITADEL ADVISORS LLC | Reduced | -898.7k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -683.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.3m87.1k shares |
| CITADEL ADVISORS LLC | Added | $6.7m79.5k shares |
| Squarepoint Ops LLC | New | $4.3m51.5k shares |
| JANE STREET GROUP, LLC | Added | $2.2m26.6k shares |
| IMC-Chicago, LLC | New | $1.5m17.7k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $971.3k11.6k shares |
| Walleye Capital LLC | New | $887.5k10.6k shares |
| Walleye Trading LLC | Reduced | $870.8k10.4k shares |
| GROUP ONE TRADING LLC | Added | $477.3k5.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $251.2k3.0k shares |
Biggest puts
| MILLENNIUM MANAGEMENT LLC | New | $113.0m1.4m shares |
| CITADEL ADVISORS LLC | Added | $88.3m1.1m shares |
| Point72 Asset Management, L.P. | New | $38.5m460.0k shares |
| GOLDMAN SACHS GROUP INC | New | $23.9m285.0k shares |
| Caption Management, LLC | New | $23.0m275.0k shares |
| JANE STREET GROUP, LLC | New | $7.1m84.3k shares |
| IMC-Chicago, LLC | New | $4.9m58.5k shares |
| SIG BROKERAGE, LP | New | $4.8m57.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.0m47.2k shares |
| J. Goldman & Co LP | New | $2.9m35.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BERKSHIRE HATHAWAY INC 13G · institution new · filed 2026-05-15 | 9.4% |
| AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-05-14 | 5.1% |
| T. Rowe Price Investment Management, Inc. 13G · institution filed 2026-08-14 | 5.0% |
Fell to 5% or below in the last year: Linonia Partnership LP (5.0%, 2026-08-05), VANGUARD CAPITAL MANAGEMENT LLC (4.8%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-27), Darsana Capital Partners LP (4.7%, 2026-02-17)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 2 | $852.1k | $253.3k |
| Q3 2024 | 0 | — | 2 | $1.1m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 3 | $1.9m | — |
| Q2 2025 | 0 | — | 5 | $2.1m | — |
| Q3 2025 | 0 | — | 2 | $620.4k | — |
| Q4 2025 | 0 | — | 1 | $1.0m | — |
| Q1 2026 | 0 | — | 5 | $6.7m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-03 | KOPIT LEVIEN MEREDITH A. PRESIDENT & CEO, director | Sold | $4.1m51.9k shares |
| 2026-03-03 | Sulzberger Arthur G. Chairman and Publisher, director | Sold | $1.0m13.0k shares |
| 2026-03-03 | Bardeen William EVP, Chief Financial Officer | Sold | $1.0m13.0k shares |
| 2026-02-20 | Brayton Diane EVP, CHIEF LEGAL OFFICER | Sold | $354.3k4.6k shares |
| 2026-02-17 | BENTEN R ANTHONY SVP, Treasurer & CAO | Sold | $140.7k1.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Berkshire Hathaway Inc 0.48% of their portfolio | 15.1m $1.3bn | Added +10.1m |
| BlackRock, Inc. 0.02% of their portfolio | 15.1m $1.3bn | Added +197.5k |
| T. Rowe Price Investment Management, Inc. 0.54% of their portfolio | 9.4m $783.8m | Reduced -7.5m |
| Linonia Partnership LP 14.05% of their portfolio | 9.0m $756.4m | New |
| AQR CAPITAL MANAGEMENT LLC 0.31% of their portfolio | 8.2m $683.6m | Added +1.9m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 7.7m $643.1m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 7.0m $584.5m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 5.1m $428.5m | Added +90.2k |
| Darsana Capital Partners LP 8.98% of their portfolio | 5.0m $421.9m | Reduced -2.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.3m $358.5m | Added +353.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 4.2m $353.1m | Reduced -994.3k |
| BAILLIE GIFFORD & CO 0.25% of their portfolio | 2.9m $243.8m | Reduced -113.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.36% of their portfolio | 2.8m $230.8m | Added +465.6k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.7m $226.2m | Reduced -107.5k |
| Route One Investment Company, L.P. 9.01% of their portfolio | 2.5m $205.9m | Reduced -646.6k |
| Capital World Investors 0.03% of their portfolio | 2.3m $195.9m | New |
| TWO SIGMA INVESTMENTS, LP 0.16% of their portfolio | 2.3m $193.3m | Added +370.1k |
| MORGAN STANLEY 0.01% of their portfolio | 2.1m $177.6m | Added +211.2k |
| BANK OF MONTREAL /CAN/ 0.07% of their portfolio | 2.1m $177.1m | Reduced -201.6k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 1.9m $161.4m | Reduced -238.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.9m $156.8m | Added +58.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.20% of their portfolio | 1.7m $140.0m | Reduced -683.4k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.6m $135.0m | Reduced -74.9k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.6m $134.4m | Added +49.4k |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 1.6m $131.5m | Added +14.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.5m $126.6m | Added +43.8k |
| ABRAMS BISON INVESTMENTS, LLC 5.13% of their portfolio | 1.4m $118.6m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 1.4m $115.7m | Added +121.4k |
| GILDER GAGNON HOWE & CO LLC 1.36% of their portfolio | 1.4m $113.6m | Added +7.9k |
| Invesco Ltd. 0.01% of their portfolio | 1.3m $109.6m | Added +925.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.0m $84.3m | Reduced -917.6k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 994.8k $83.3m | First filing |
| Egerton Capital (UK) LLP 0.90% of their portfolio | 971.9k $81.4m | Reduced -438.1k |
| Allianz Asset Management GmbH 0.09% of their portfolio | 961.5k $80.5m | Added +685.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 856.1k $71.3m | Added +246.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 815.7k $68.3m | Added +76.1k |
| SCS Capital Management LLC 0.70% of their portfolio | 794.7k $66.5m | Added +85.3k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 761.1k $63.7m | Added +177.0k |
| Boston Trust Walden Corp 0.51% of their portfolio | 744.2k $62.3m | Reduced -253.2k |
| FMR LLC 0.00% of their portfolio | 729.2k $61.1m | Reduced -253.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.18% of their portfolio | 645.4k $54.0m | Reduced -364.6k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.15% of their portfolio | 592.8k $49.6m | New |
| UBS Group AG 0.01% of their portfolio | 548.3k $45.9m | Added +23.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 517.9k $43.4m | Reduced -583.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 510.7k $42.8m | Added +8.1k |
| TD Asset Management Inc 0.03% of their portfolio | 510.2k $42.7m | Reduced -94.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 463.6k $38.8m | Reduced -149.7k |
| IEQ CAPITAL, LLC 0.17% of their portfolio | 448.7k $37.6m | Added +99.3k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 447.0k $37.4m | Reduced -5.1k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.69% of their portfolio | 444.9k $37.2m | Reduced -52.8k |
| Copeland Capital Management, LLC 0.82% of their portfolio | 439.5k $36.8m | Reduced -12.3k |
| Nuveen, LLC 0.01% of their portfolio | 420.2k $35.2m | Added +22.0k |
| Gotham Asset Management, LLC 0.11% of their portfolio | 415.4k $34.8m | Added +65.8k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.08% of their portfolio | 396.6k $33.2m | Reduced -96.6k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 378.7k $31.7m | Reduced -243.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 360.6k $30.2m | Added +13.2k |
| Quinn Opportunity Partners LLC 1.54% of their portfolio | 350.3k $29.3m | Reduced -194.7k |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 345.3k $28.9m | Added +123.1k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 343.5k $28.8m | Reduced -29.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% of their portfolio | 334.4k $28.0m | Reduced -23.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 333.3k $27.9m | Reduced -19.9k |
| QVT Financial LP 2.10% of their portfolio | 316.9k $26.5m | Unchanged |
| Reynders McVeigh Capital Management, LLC 1.33% of their portfolio | 314.4k $26.3m | Reduced -14.4k |
| California Public Employees Retirement System 0.02% of their portfolio | 305.8k $25.6m | Added +762 |
| Swiss National Bank 0.01% of their portfolio | 304.6k $25.5m | Added +1.1k |
| Arbejdsmarkedets Tillaegspension 0.63% of their portfolio | 301.1k $25.2m | New |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 275.1k $23.0m | Reduced -142.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 267.8k $18.6m | Reduced -1.1m |
| Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio | 266.6k $22.3m | Reduced -43.6k |
| Man Group plc 0.05% of their portfolio | 265.4k $22.2m | Reduced -332.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 263.3k $22.0m | New |
| Mariner, LLC 0.02% of their portfolio | 252.9k $21.2m | Added +124.9k |
| Caisse de depot et placement du Quebec 0.03% of their portfolio | 251.2k $21.0m | Added +126.0k |
| ALPS ADVISORS INC 0.10% of their portfolio | 247.4k $20.7m | Reduced -13.3k |
| Quantinno Capital Management LP 0.03% of their portfolio | 244.4k $20.5m | Added +96.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 237.3k $19.9m | Added +6.8k |
| Legal & General Group Plc 0.00% of their portfolio | 224.6k $18.8m | Reduced -21.8k |
| LGT Group Foundation 0.23% of their portfolio | 223.1k $18.7m | Reduced -121.0k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.52% of their portfolio | 211.7k $17.7m | Reduced -91.0k |
| Susquehanna Portfolio Strategies, LLC 0.26% of their portfolio | 209.2k $17.5m | Reduced -8.8k |
| WEYBOSSET RESEARCH & MANAGEMENT LLC 5.04% of their portfolio | 208.7k $17.5m | Reduced -1.1k |
| CWM, LLC 0.04% of their portfolio | 201.0k $16.8m | Added +57.1k |
| Retirement Systems of Alabama 0.06% of their portfolio | 198.1k $16.6m | Added +4.2k |
| SG Americas Securities, LLC 0.02% of their portfolio | 197.8k $16.6m | Added +153.9k |
| Cerity Partners LLC 0.02% of their portfolio | 194.8k $16.3m | Added +48.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 183.6k $15.4m | Added +36.7k |
| Public Sector Pension Investment Board 0.05% of their portfolio | 181.2k $15.2m | Added +30.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 180.2k $15.1m | Added +34.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 169.9k $14.2m | Added +4.3k |
| Creative Planning 0.01% of their portfolio | 169.8k $14.2m | Added +65.0k |
| Bridgewater Associates, LP 0.06% of their portfolio | 159.5k $13.4m | Reduced -80.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 158.0k $13.2m | Reduced -941 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 151.4k $12.7m | Reduced -7.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 147.8k $12.4m | Unchanged |
| MACQUARIE GROUP LTD 0.07% of their portfolio | 141.7k $11.8m | Reduced -9.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 141.4k $11.8m | First filing |
| Illinois Municipal Retirement Fund 0.15% of their portfolio | 140.2k $11.7m | Added +22.3k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio | 139.4k $10.8m | Added +44.6k |
| Clark & Stuart, Inc 7.81% of their portfolio | 138.4k $11.6m | Reduced -14.7k |
| Cannell & Spears LLC 0.22% of their portfolio | 136.3k $11.4m | Reduced -11.6k |