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 ($260.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.11. Options: 37 managers hold calls ($372.0m notional), 36 hold puts ($350.5m).
Trends to Q3 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 |
| Q3 2025 | 646 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 282 | 280 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $429.5m | $350.9m | 0.82 |
| Q1 2025 | $318.0m | $274.7m | 0.86 |
| Q2 2025 | $426.4m | $298.6m | 0.70 |
| Q3 2025 | $372.0m | $350.5m | 0.94 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +2.8m |
| FMR LLC | Added | +2.7m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +2.3m |
| BANK OF MONTREAL /CAN/ | Added | +1.9m |
| Murchinson Ltd. | New | +1.5m |
| BANK OF AMERICA CORP /DE/ | Added | +1.2m |
| TD Asset Management Inc | Added | +1.0m |
| Black Creek Investment Management Inc. | Added | +862.5k |
| Allianz Asset Management GmbH | Added | +829.3k |
| Man Group plc | Added | +761.2k |
Biggest sellers
| ROYAL BANK OF CANADA | Reduced | -30.2m |
| Dodge & Cox | Sold out | -10.1m |
| Silchester International Investors LLP | Reduced | -2.8m |
| FIL Ltd | Reduced | -975.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Sold out | -752.3k |
| ARGA Investment Management, LP | Reduced | -638.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold out | -520.9k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Reduced | -483.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -473.7k |
| ANTIPODES PARTNERS Ltd | Sold out | -460.3k |
Biggest calls
| PEAK6 LLC | Reduced | $92.0m1.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $40.9m696.4k shares |
| SIG North Trading, ULC | Reduced | $22.5m382.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $21.1m358.7k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $16.4m280.0k shares |
| JANE STREET GROUP, LLC | Reduced | $15.2m259.4k shares |
| IMC-Chicago, LLC | Reduced | $14.4m245.1k shares |
| CITADEL ADVISORS LLC | Added | $13.8m235.2k shares |
| Point72 Asset Management, L.P. | Reduced | $13.7m232.9k shares |
| NATIONAL BANK OF CANADA /FI/ | Reduced | $12.5m2.1k shares |
Biggest puts
| Thomist Capital Management, LP | New | $47.7m813.0k shares |
| CITADEL ADVISORS LLC | Reduced | $37.3m634.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $36.1m614.5k shares |
| BARCLAYS PLC | New | $35.2m600.0k shares |
| JANE STREET GROUP, LLC | Reduced | $29.7m505.1k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $24.1m410.0k shares |
| CITIGROUP INC | New | $17.6m300.0k shares |
| BNP PARIBAS FINANCIAL MARKETS | Unchanged | $14.7m2.5k shares |
| IMC-Chicago, LLC | Added | $11.9m203.5k shares |
| BANK OF AMERICA CORP /DE/ | Added | $11.7m200.0k 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 Q3 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 Q3 2025.
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| ROYAL BANK OF CANADA 0.36% of their portfolio | 34.8m $2.0bn | Reduced -30.2m |
| VANGUARD GROUP INC 0.02% of their portfolio | 22.0m $1.3bn | Added +80.1k |
| BANK OF MONTREAL /CAN/ 0.39% of their portfolio | 15.8m $927.1m | Added +1.9m |
| FMR LLC 0.05% of their portfolio | 15.6m $917.3m | Added +2.7m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.53% of their portfolio | 14.2m $835.0m | Added +2.3m |
| First Eagle Investment Management, LLC 1.41% of their portfolio | 13.2m $777.2m | Reduced -31.0k |
| DEUTSCHE BANK AG\ 0.19% of their portfolio | 9.6m $564.1m | Reduced -176.5k |
| 1832 Asset Management L.P. 0.80% of their portfolio | 8.0m $470.9m | Reduced -300.1k |
| TD Asset Management Inc 0.35% of their portfolio | 7.4m $432.8m | Added +1.0m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.30% of their portfolio | 7.3m $426.9m | Reduced -70.6k |
| MACKENZIE FINANCIAL CORP 0.49% of their portfolio | 6.9m $406.0m | Reduced -215.2k |
| ARGA Investment Management, LP 9.27% of their portfolio | 6.0m $349.7m | Reduced -638.8k |
| Beutel, Goodman & Co Ltd. 1.98% of their portfolio | 5.6m $328.0m | Reduced -417.7k |
| Capital International Investors 0.05% of their portfolio | 5.5m $325.3m | Added +95.3k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 5.5m $323.4m | Added +78.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 5.4m $315.4m | Added +2.8m |
| Silchester International Investors LLP 95.70% of their portfolio | 5.0m $292.5m | Reduced -2.8m |
| CIBC WORLD MARKET INC. 0.59% of their portfolio | 4.9m $286.3m | Reduced -86.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.23% of their portfolio | 4.8m $280.3m | Reduced -473.7k |
| NATIONAL BANK OF CANADA /FI/ 0.31% of their portfolio | 4.7m $276.0m | Reduced -181.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.5m $270.1m | Added +542.2k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 4.0m $232.7m | Added +1.2m |
| Federation des caisses Desjardins du Quebec 0.82% of their portfolio | 3.6m $207.2m | Reduced -362.6k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 3.4m $200.7m | Added +552.3k |
| MORGAN STANLEY 0.01% of their portfolio | 3.4m $197.9m | Added +526.6k |
| Boston Partners 0.27% of their portfolio | 3.2m $259.6m | Added +664.9k |
| FIL Ltd 0.15% of their portfolio | 3.2m $186.8m | Reduced -975.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 3.0m $177.7m | Added +472.6k |
| Clal Insurance Enterprises Holdings Ltd 1.35% of their portfolio | 3.0m $176.9m | Reduced -100.0k |
| BlackRock, Inc. 0.00% of their portfolio | 3.0m $175.1m | Reduced -453.9k |
| TORONTO DOMINION BANK 0.34% of their portfolio | 3.0m $174.5m | Added +724.0k |
| LETKO, BROSSEAU & ASSOCIATES INC 2.94% of their portfolio | 2.9m $171.2m | Reduced -27.7k |
| CITADEL ADVISORS LLC 0.13% of their portfolio | 2.8m $161.6m | Added +714.6k |
| Legal & General Group Plc 0.03% of their portfolio | 2.5m $148.6m | Added +106.4k |
| BANK OF NOVA SCOTIA 0.25% of their portfolio | 2.4m $141.1m | Reduced -428.0k |
| Black Creek Investment Management Inc. 6.56% of their portfolio | 2.4m $139.1m | Added +862.5k |
| Amundi 0.04% of their portfolio | 2.3m $139.1m | Reduced -229.9k |
| TD Waterhouse Canada Inc. 0.84% of their portfolio | 2.3m $128.5m | Added +275.1k |
| Altshuler Shaham Ltd 2.08% of their portfolio | 2.1m $125.8m | Added +6.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.1m $123.9m | Reduced -18.2k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $110.0m | Reduced -2.4k |
| VAN ECK ASSOCIATES CORP 0.10% of their portfolio | 1.9m $108.9m | Added +25.6k |
| BRANDES INVESTMENT PARTNERS, LP 0.84% of their portfolio | 1.8m $105.0m | Added +161.6k |
| Murchinson Ltd. 23.71% of their portfolio | 1.5m $122.6m | New |
| Swiss National Bank 0.05% of their portfolio | 1.4m $82.4m | Reduced -82.2k |
| Allianz Asset Management GmbH 0.10% of their portfolio | 1.4m $80.7m | Added +829.3k |
| Invesco Ltd. 0.01% of their portfolio | 1.4m $80.3m | Added +107.7k |
| Nuveen, LLC 0.02% of their portfolio | 1.3m $76.7m | Added +48.3k |
| Kopernik Global Investors, LLC 6.07% of their portfolio | 1.3m $74.4m | Added +693.0k |
| Epoch Investment Partners, Inc. 0.40% of their portfolio | 1.2m $73.3m | Added +22.2k |
| UBS Group AG 0.01% of their portfolio | 1.2m $68.7m | Reduced -335.4k |
| Capital Research Global Investors 0.01% of their portfolio | 1.1m $67.1m | Added +9.5k |
| SCOTIA CAPITAL INC. 0.28% of their portfolio | 1.1m $66.3m | Reduced -117.6k |
| AGF MANAGEMENT LTD 0.37% of their portfolio | 1.1m $83.1m | Reduced -22.4k |
| INTACT INVESTMENT MANAGEMENT INC. 2.00% of their portfolio | 1.1m $66.1m | Reduced -64.2k |
| Caisse de depot et placement du Quebec 0.10% of their portfolio | 976.6k $57.4m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.16% of their portfolio | 861.2k $50.6m | Reduced -316.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 840.9k $49.4m | Added +9.1k |
| Fiera Capital Corp 0.16% of their portfolio | 832.8k $48.9m | Reduced -23.8k |
| MUFG SECURITIES (CANADA), LTD. 1.32% of their portfolio | 805.7k $47.3m | Reduced -22.0k |
| Goehring & Rozencwajg Associates, LLC 5.51% of their portfolio | 780.2k $45.8m | Reduced -836 |
| Man Group plc 0.09% of their portfolio | 775.9k $45.6m | Added +761.2k |
| CIBC Asset Management Inc 0.13% of their portfolio | 766.5k $45.0m | Reduced -197.6k |
| CAPTRUST FINANCIAL ADVISORS 0.09% of their portfolio | 738.5k $43.4m | Added +12.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.07% of their portfolio | 628.0k $36.9m | New |
| Capital International, Inc./CA/ 0.29% of their portfolio | 623.9k $36.6m | Added +244.2k |
| MILLER HOWARD INVESTMENTS INC /NY 1.11% of their portfolio | 618.9k $36.3m | Reduced -1.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 614.5k $36.1m | Added +411.7k |
| Alberta Investment Management Corp 0.26% of their portfolio | 608.3k $35.7m | Reduced -304.6k |
| Townsend & Associates, Inc 3.29% of their portfolio | 604.3k $34.7m | Added +16.8k |
| Scheer, Rowlett & Associates Investment Management Ltd. 2.11% of their portfolio | 603.7k $35.4m | Reduced -10.8k |
| Moerus Capital Management LLC 14.21% of their portfolio | 595.6k $35.0m | Added +29.7k |
| Cardinal Capital Management, Inc. 0.98% of their portfolio | 578.8k $34.0m | Reduced -13.5k |
| Clearbridge Investments, LLC 0.03% of their portfolio | 572.4k $33.6m | Reduced -146.5k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 555.6k $32.6m | Added +266.9k |
| CORDA Investment Management, LLC. 2.24% of their portfolio | 541.4k $31.8m | Added +4.5k |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3.52% of their portfolio | 541.3k $31.6m | Reduced -50.7k |
| DekaBank Deutsche Girozentrale 0.05% of their portfolio | 535.0k $30.8m | Unchanged |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 528.9k $31.1m | Added +406.0k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 523.9k $30.8m | Added +292.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.05% of their portfolio | 460.3k $27.0m | Added +10.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 448.5k $26.3m | Reduced -50.9k |
| BERKLEY W R CORP 1.66% of their portfolio | 437.1k $25.7m | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.07% of their portfolio | 430.9k $25.3m | Added +82.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 402.1k $23.6m | Reduced -19 |
| AVIVA PLC 0.04% of their portfolio | 389.0k $22.8m | Added +22.2k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 388.6k $22.8m | Reduced -24.4k |
| CITIGROUP INC 0.02% of their portfolio | 387.2k $22.7m | Added +168.1k |
| TUDOR INVESTMENT CORP ET AL 0.14% of their portfolio | 380.9k $22.4m | New |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.33% of their portfolio | 380.5k $22.3m | Reduced -18.2k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 368.7k $21.7m | Added +40.9k |
| Minneapolis Portfolio Management Group, LLC 2.46% of their portfolio | 365.4k $21.5m | Reduced -521 |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 360.6k $21.2m | Added +49.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 359.9k $20.8m | Reduced -48.1k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 359.4k $21.1m | Reduced -34.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 352.6k $20.7m | Added +34.3k |
| Guardian Partners Inc. 1.65% of their portfolio | 344.2k $19.5m | Added +198 |
| Public Sector Pension Investment Board 0.07% of their portfolio | 331.8k $19.5m | Reduced -115.5k |
| APG Asset Management N.V. 0.05% of their portfolio | 330.0k $16.5m | Unchanged |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 327.6k $19.2m | Added +46.9k |