NUTRIEN LTD NTR
COM · Common Stock · CUSIP 67077M108 · ISIN CA67077M1086
- SectorMaterials
- IndustryAgricultural Chemicals
- FilingsSEC EDGAR
* 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 ($275.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.48. Options: 38 managers hold calls ($426.4m notional), 35 hold puts ($298.6m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 744 |
| Q4 2022 | 697 |
| Q1 2023 | 668 |
| Q2 2023 | 641 |
| Q3 2023 | 644 |
| Q4 2023 | 642 |
| Q1 2024 | 628 |
| Q2 2024 | 631 |
| Q3 2024 | 602 |
| Q4 2024 | 593 |
| Q1 2025 | 611 |
| Q2 2025 | 649 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 282 | 287 |
| Q4 2023 | 267 | 328 |
| Q1 2024 | 299 | 279 |
| Q2 2024 | 284 | 278 |
| Q3 2024 | 268 | 313 |
| Q4 2024 | 257 | 290 |
| Q1 2025 | 297 | 258 |
| Q2 2025 | 293 | 281 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $224.8m | $390.6m | 1.74 |
| Q4 2024 | $429.5m | $350.9m | 0.82 |
| Q1 2025 | $318.0m | $274.7m | 0.86 |
| Q2 2025 | $426.4m | $298.6m | 0.70 |
Biggest buyers
| ROYAL BANK OF CANADA | Added | +27.6m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +3.9m |
| Capital International Investors | Added | +3.5m |
| Boston Partners | New | +2.6m |
| FMR LLC | Added | +2.4m |
| DEUTSCHE BANK AG\ | Added | +2.2m |
| First Eagle Investment Management, LLC | Added | +1.6m |
| NORGES BANK | Added | +1.3m |
| BlackRock, Inc. | Added | +1.1m |
| Caisse de depot et placement du Quebec | New | +976.6k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -4.5m |
| TORONTO DOMINION BANK | Reduced | -2.9m |
| Silchester International Investors LLP | Reduced | -2.9m |
| BANK OF MONTREAL /CAN/ | Reduced | -2.5m |
| Dodge & Cox | Reduced | -2.4m |
| CIBC Asset Management Inc | Reduced | -2.1m |
| Black Creek Investment Management Inc. | Reduced | -2.1m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Sold out | -1.9m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -1.6m |
| Ilex Capital Partners (UK) LLP | Sold out | -1.5m |
Biggest calls
| PEAK6 LLC | Added | $130.0m2.2m shares |
| ROYAL BANK OF CANADA | Added | $27.7m475.0k shares |
| SIG North Trading, ULC | Added | $27.0m463.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $23.4m401.1k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $23.1m395.8k shares |
| Twin Tree Management, LP | Added | $21.3m366.0k shares |
| JANE STREET GROUP, LLC | Added | $19.6m336.3k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $16.3m280.0k shares |
| IMC-Chicago, LLC | Added | $14.4m246.7k shares |
| Point72 Asset Management, L.P. | Added | $14.1m242.5k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $43.5m746.1k shares |
| CITADEL ADVISORS LLC | Reduced | $42.7m733.2k shares |
| ROYAL BANK OF CANADA | Added | $40.8m700.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $26.5m454.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $23.9m410.0k shares |
| CIBC WORLD MARKET INC. | Added | $16.6m285.0k shares |
| BNP PARIBAS FINANCIAL MARKETS | Unchanged | $14.6m2.5k shares |
| Point72 Asset Management, L.P. | Reduced | $10.0m171.6k shares |
| Twin Tree Management, LP | Reduced | $9.3m159.6k shares |
| IMC-Chicago, LLC | Added | $8.6m148.0k 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 |
|---|---|
| BlackRock, Inc. 13G · institution +0.3 pts · filed 2026-04-27 | 5.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Insider purchases and sales in Q2 2025
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.
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| ROYAL BANK OF CANADA 0.37% of their portfolio | 65.0m $3.8bn | Added +27.6m |
| VANGUARD GROUP INC 0.02% of their portfolio | 21.9m $1.3bn | Added +712.3k |
| BANK OF MONTREAL /CAN/ 0.41% of their portfolio | 13.9m $808.1m | Reduced -2.5m |
| First Eagle Investment Management, LLC 1.55% of their portfolio | 13.3m $772.7m | Added +1.6m |
| FMR LLC 0.04% of their portfolio | 13.0m $754.6m | Added +2.4m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.49% of their portfolio | 11.9m $696.1m | Added +3.9m |
| Dodge & Cox 0.33% of their portfolio | 10.1m $586.9m | Reduced -2.4m |
| DEUTSCHE BANK AG\ 0.21% of their portfolio | 9.8m $569.9m | Added +2.2m |
| 1832 Asset Management L.P. 0.84% of their portfolio | 8.3m $484.6m | Reduced -998.4k |
| Silchester International Investors LLP 97.20% of their portfolio | 7.8m $452.4m | Reduced -2.9m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.37% of their portfolio | 7.3m $428.1m | Reduced -1.4m |
| MACKENZIE FINANCIAL CORP 0.54% of their portfolio | 7.1m $415.7m | Reduced -726.2k |
| NORGES BANK 0.05% of their portfolio | 6.8m $395.8m | Added +1.3m |
| ARGA Investment Management, LP 10.51% of their portfolio | 6.6m $384.1m | Added +81.5k |
| TD Asset Management Inc 0.31% of their portfolio | 6.3m $367.8m | Added +145.7k |
| Beutel, Goodman & Co Ltd. 1.99% of their portfolio | 6.0m $349.0m | Reduced -222.3k |
| Capital International Investors 0.05% of their portfolio | 5.4m $317.2m | Added +3.5m |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 5.4m $316.3m | Added +506.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.27% of their portfolio | 5.2m $304.3m | Reduced -1.3m |
| CIBC WORLD MARKET INC. 0.64% of their portfolio | 5.0m $289.4m | Reduced -412.3k |
| NATIONAL BANK OF CANADA /FI/ 0.31% of their portfolio | 4.9m $284.6m | Added +281.2k |
| FIL Ltd 0.21% of their portfolio | 4.2m $242.2m | Reduced -1.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.0m $234.7m | Added +652.7k |
| Federation des caisses Desjardins du Quebec 1.00% of their portfolio | 3.9m $227.3m | Added +90.9k |
| BlackRock, Inc. 0.00% of their portfolio | 3.4m $200.2m | Added +1.1m |
| Clal Insurance Enterprises Holdings Ltd 1.78% of their portfolio | 3.1m $181.4m | Added +400.0k |
| LETKO, BROSSEAU & ASSOCIATES INC 3.27% of their portfolio | 2.9m $171.1m | Reduced -58.7k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.9m $167.0m | Added +912.6k |
| MORGAN STANLEY 0.01% of their portfolio | 2.8m $165.6m | Added +33.7k |
| BANK OF NOVA SCOTIA 0.34% of their portfolio | 2.8m $164.9m | Reduced -841.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.8m $163.8m | Added +975.2k |
| Boston Partners 0.22% of their portfolio | 2.6m $201.8m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 2.6m $148.5m | Added +801.4k |
| Amundi 0.05% of their portfolio | 2.5m $146.6m | Reduced -17.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.5m $147.1m | Reduced -4.5m |
| Legal & General Group Plc 0.03% of their portfolio | 2.4m $141.0m | Reduced -80.8k |
| TORONTO DOMINION BANK 0.28% of their portfolio | 2.3m $131.2m | Reduced -2.9m |
| Altshuler Shaham Ltd 3.96% of their portfolio | 2.1m $124.4m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.1m $123.8m | Added +111.1k |
| CITADEL ADVISORS LLC 0.10% of their portfolio | 2.0m $118.7m | Added +975.7k |
| TD Waterhouse Canada Inc. 0.88% of their portfolio | 2.0m $122.4m | Added +66.6k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $109.2m | Reduced -365.6k |
| VAN ECK ASSOCIATES CORP 0.12% of their portfolio | 1.8m $106.5m | Added +163.0k |
| BRANDES INVESTMENT PARTNERS, LP 0.86% of their portfolio | 1.6m $94.7m | Added +423.7k |
| UBS Group AG 0.02% of their portfolio | 1.5m $87.7m | Added +83.3k |
| Black Creek Investment Management Inc. 4.04% of their portfolio | 1.5m $87.5m | Reduced -2.1m |
| Swiss National Bank 0.05% of their portfolio | 1.5m $86.2m | Added +87.1k |
| Invesco Ltd. 0.01% of their portfolio | 1.3m $73.4m | Reduced -76.5k |
| Nuveen, LLC 0.02% of their portfolio | 1.3m $73.1m | Reduced -22.7k |
| SCOTIA CAPITAL INC. 0.34% of their portfolio | 1.3m $72.8m | Reduced -191.1k |
| Epoch Investment Partners, Inc. 0.37% of their portfolio | 1.2m $71.4m | Reduced -82.8k |
| INTACT INVESTMENT MANAGEMENT INC. 2.34% of their portfolio | 1.2m $69.3m | Added +73.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.24% of their portfolio | 1.2m $68.7m | Reduced -4.9k |
| AGF MANAGEMENT LTD 0.37% of their portfolio | 1.1m $82.4m | Added +142.1k |
| Capital Research Global Investors 0.01% of their portfolio | 1.1m $66.0m | Added +7.5k |
| Caisse de depot et placement du Quebec 0.12% of their portfolio | 976.6k $56.8m | New |
| CIBC Asset Management Inc 0.18% of their portfolio | 964.0k $56.2m | Reduced -2.1m |
| Alberta Investment Management Corp 0.42% of their portfolio | 912.9k $53.2m | Added +20.1k |
| Fiera Capital Corp 0.17% of their portfolio | 856.6k $49.9m | Reduced -39.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 831.8k $48.5m | Reduced -724.4k |
| MUFG SECURITIES (CANADA), LTD. 1.47% of their portfolio | 827.7k $48.2m | Added +80.4k |
| Goehring & Rozencwajg Associates, LLC 6.96% of their portfolio | 781.1k $45.5m | Added +109.2k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.26% of their portfolio | 764.0k $44.5m | Added +247.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 752.3k $43.8m | Added +15.3k |
| CAPTRUST FINANCIAL ADVISORS 0.09% of their portfolio | 726.4k $42.3m | Added +6.8k |
| Clearbridge Investments, LLC 0.03% of their portfolio | 718.9k $41.9m | Reduced -253.3k |
| MILLER HOWARD INVESTMENTS INC /NY 1.15% of their portfolio | 620.6k $36.1m | Added +954 |
| Scheer, Rowlett & Associates Investment Management Ltd. 2.32% of their portfolio | 614.5k $35.8m | Added +16.3k |
| Cardinal Capital Management, Inc. 1.08% of their portfolio | 592.2k $34.5m | Reduced -2.9k |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3.81% of their portfolio | 592.0k $34.5m | Not comparable |
| Townsend & Associates, Inc 3.50% of their portfolio | 587.5k $35.3m | Reduced -89.7k |
| Kopernik Global Investors, LLC 3.67% of their portfolio | 573.6k $33.4m | Added +2.2k |
| Moerus Capital Management LLC 14.07% of their portfolio | 566.0k $33.0m | Reduced -93.0k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 543.6k $31.6m | Reduced -115.6k |
| CORDA Investment Management, LLC. 2.30% of their portfolio | 536.9k $31.3m | Added +9.3k |
| DekaBank Deutsche Girozentrale 0.06% of their portfolio | 535.0k $30.9m | Added +111.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 520.9k $30.3m | Reduced -1.6m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 499.4k $29.1m | Reduced -248 |
| ANTIPODES PARTNERS Ltd 0.83% of their portfolio | 460.3k $26.8m | Reduced -347.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.05% of their portfolio | 449.6k $26.1m | Added +448.5k |
| Public Sector Pension Investment Board 0.11% of their portfolio | 447.3k $26.0m | Added +400.0k |
| BERKLEY W R CORP 1.58% of their portfolio | 437.1k $25.5m | Unchanged |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 413.0k $24.1m | Reduced -110.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 407.9k $23.8m | Added +33.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 402.1k $23.4m | Reduced -1.7k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.35% of their portfolio | 398.7k $23.2m | Reduced -214.9k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 393.7k $22.9m | Added +43.8k |
| Capital International, Inc./CA/ 0.21% of their portfolio | 379.8k $22.1m | Added +37.2k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 377.8k $22.8m | Added +17.8k |
| AVIVA PLC 0.04% of their portfolio | 366.8k $21.4m | Added +23.7k |
| Minneapolis Portfolio Management Group, LLC 2.63% of their portfolio | 366.0k $21.3m | Reduced -2.1k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.06% of their portfolio | 348.4k $20.3m | Reduced -338.9k |
| Guardian Partners Inc. 1.93% of their portfolio | 344.0k $21.4m | Added +12.3k |
| APG Asset Management N.V. 0.05% of their portfolio | 330.0k $16.3m | Added +9.6k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% of their portfolio | 327.9k $19.1m | Added +133.9k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 327.7k $19.0m | Added +54.4k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 318.2k $18.5m | Reduced -4.9k |
| QV Investors Inc. 1.79% of their portfolio | 314.6k $18.3m | Added +2.6k |
| Galibier Capital Management Ltd. 5.47% of their portfolio | 313.1k $18.2m | Reduced -93.7k |
| Korea Investment CORP 0.04% of their portfolio | 311.1k $18.1m | Reduced -61.9k |