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 ($270.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.13. Options: 32 managers hold calls ($226.1m notional), 36 hold puts ($491.2m).
Trends to Q4 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 |
| Q4 2025 | 666 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2025 | 295 | 269 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $318.0m | $274.7m | 0.86 |
| Q2 2025 | $426.4m | $298.6m | 0.70 |
| Q3 2025 | $372.0m | $350.5m | 0.94 |
| Q4 2025 | $226.1m | $491.2m | 2.17 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +13.3m |
| TORONTO DOMINION BANK | Added | +2.1m |
| TD Asset Management Inc | Added | +1.6m |
| CIBC WORLD MARKET INC. | Added | +1.3m |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +1.2m |
| OMERS ADMINISTRATION Corp | Added | +1.2m |
| FIL Ltd | Added | +918.4k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Added | +572.2k |
| Allianz Asset Management GmbH | Added | +541.3k |
| AMERIPRISE FINANCIAL INC | Added | +532.4k |
Biggest sellers
| ROYAL BANK OF CANADA | Reduced | -3.8m |
| FMR LLC | Reduced | -3.7m |
| JPMORGAN CHASE & CO | Reduced | -2.8m |
| CITADEL ADVISORS LLC | Reduced | -2.6m |
| GOLDMAN SACHS GROUP INC | Reduced | -2.2m |
| Murchinson Ltd. | Sold out | -1.5m |
| Silchester International Investors LLP | Reduced | -925.5k |
| Man Group plc | Reduced | -732.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -661.8k |
| ARGA Investment Management, LP | Reduced | -645.0k |
Biggest calls
| PEAK6 LLC | Reduced | $35.5m575.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $29.8m482.4k shares |
| SIG North Trading, ULC | Reduced | $22.5m364.3k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $22.1m358.7k shares |
| NATIONAL BANK OF CANADA /FI/ | Added | $19.2m3.1k shares |
| ROYAL BANK OF CANADA | Reduced | $10.5m170.0k shares |
| Twin Tree Management, LP | Added | $10.2m165.7k shares |
| IMC-Chicago, LLC | Reduced | $9.3m150.3k shares |
| Walleye Trading LLC | Reduced | $7.9m128.8k shares |
| Parallax Volatility Advisers, L.P. | Unchanged | $7.7m125.0k shares |
Biggest puts
| BARCLAYS PLC | Added | $102.5m1.7m shares |
| ROYAL BANK OF CANADA | Added | $61.2m992.0k shares |
| Murchinson Ltd. | New | $55.3m895.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $46.0m745.8k shares |
| CITADEL ADVISORS LLC | Reduced | $38.9m630.3k shares |
| JANE STREET GROUP, LLC | Added | $32.4m524.4k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $25.3m410.0k shares |
| CITIGROUP INC | Unchanged | $18.5m300.0k shares |
| BNP PARIBAS FINANCIAL MARKETS | Unchanged | $15.4m2.5k shares |
| IMC-Chicago, LLC | Added | $13.6m219.7k 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 Q4 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 Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| ROYAL BANK OF CANADA 0.34% of their portfolio | 31.0m $1.9bn | Reduced -3.8m |
| VANGUARD GROUP INC 0.02% of their portfolio | 22.5m $1.4bn | Added +479.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.18% of their portfolio | 16.3m $1.0bn | Added +13.3m |
| BANK OF MONTREAL /CAN/ 0.40% of their portfolio | 15.8m $974.0m | Reduced -10.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.49% of their portfolio | 13.7m $843.7m | Reduced -551.8k |
| First Eagle Investment Management, LLC 1.45% of their portfolio | 13.3m $821.3m | Added +70.1k |
| FMR LLC 0.04% of their portfolio | 11.9m $734.7m | Reduced -3.7m |
| DEUTSCHE BANK AG\ 0.20% of their portfolio | 9.8m $604.7m | Added +189.7k |
| TD Asset Management Inc 0.44% of their portfolio | 8.9m $551.8m | Added +1.6m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.35% of their portfolio | 8.5m $525.2m | Added +1.2m |
| 1832 Asset Management L.P. 0.61% of their portfolio | 7.8m $483.4m | Reduced -188.2k |
| MACKENZIE FINANCIAL CORP 0.53% of their portfolio | 7.2m $450.3m | Added +305.5k |
| NORGES BANK 0.04% of their portfolio | 6.7m $412.6m | Not comparable |
| CIBC WORLD MARKET INC. 0.69% of their portfolio | 6.2m $382.9m | Added +1.3m |
| Beutel, Goodman & Co Ltd. 2.28% of their portfolio | 6.0m $370.7m | Added +413.8k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 5.6m $347.6m | Added +123.1k |
| Capital International Investors 0.05% of their portfolio | 5.6m $344.2m | Added +36.1k |
| ARGA Investment Management, LP 8.93% of their portfolio | 5.3m $327.6m | Reduced -645.0k |
| NATIONAL BANK OF CANADA /FI/ 0.33% of their portfolio | 5.2m $318.8m | Added +460.5k |
| TORONTO DOMINION BANK 0.56% of their portfolio | 5.1m $315.7m | Added +2.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.8m $304.2m | Added +309.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.23% of their portfolio | 4.6m $284.9m | Reduced -165.1k |
| FIL Ltd 0.19% of their portfolio | 4.1m $253.0m | Added +918.4k |
| Silchester International Investors LLP 94.75% of their portfolio | 4.1m $250.3m | Reduced -925.5k |
| Federation des caisses Desjardins du Quebec 0.86% of their portfolio | 3.7m $226.0m | Added +114.1k |
| MORGAN STANLEY 0.01% of their portfolio | 3.4m $208.1m | Added +2.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 3.3m $203.8m | Reduced -661.8k |
| BlackRock, Inc. 0.00% of their portfolio | 3.0m $183.3m | Reduced -13.8k |
| Boston Partners 0.25% of their portfolio | 3.0m $245.1m | Reduced -280.4k |
| LETKO, BROSSEAU & ASSOCIATES INC 2.94% of their portfolio | 2.9m $179.9m | Reduced -5.0k |
| Legal & General Group Plc 0.04% of their portfolio | 2.7m $167.2m | Added +175.0k |
| Black Creek Investment Management Inc. 7.83% of their portfolio | 2.6m $157.8m | Added +185.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.5m $156.7m | Reduced -2.8m |
| Amundi 0.04% of their portfolio | 2.5m $156.5m | Added +222.7k |
| Clal Insurance Enterprises Holdings Ltd 0.96% of their portfolio | 2.4m $148.2m | Reduced -600.0k |
| TD Waterhouse Canada Inc. 0.90% of their portfolio | 2.4m $145.3m | Added +94.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.1m $132.9m | Added +39.4k |
| BANK OF NOVA SCOTIA 0.18% of their portfolio | 2.0m $123.2m | Reduced -406.9k |
| Allianz Asset Management GmbH 0.14% of their portfolio | 1.9m $118.3m | Added +541.3k |
| BRANDES INVESTMENT PARTNERS, LP 0.87% of their portfolio | 1.9m $114.8m | Added +71.3k |
| Altshuler Shaham Ltd 1.75% of their portfolio | 1.9m $114.4m | Reduced -290.0k |
| VAN ECK ASSOCIATES CORP 0.09% of their portfolio | 1.8m $108.8m | Reduced -92.1k |
| Kopernik Global Investors, LLC 8.65% of their portfolio | 1.8m $108.2m | Added +487.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $108.9m | Reduced -106.6k |
| Invesco Ltd. 0.01% of their portfolio | 1.4m $87.4m | Added +47.8k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.4m $84.8m | Added +532.4k |
| Nuveen, LLC 0.02% of their portfolio | 1.3m $82.2m | Added +23.1k |
| Swiss National Bank 0.05% of their portfolio | 1.3m $79.5m | Reduced -116.3k |
| Caisse de depot et placement du Quebec 0.13% of their portfolio | 1.3m $79.2m | Added +305.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.2m $77.0m | Reduced -2.2m |
| OMERS ADMINISTRATION Corp 0.55% of their portfolio | 1.2m $76.7m | Added +1.2m |
| Epoch Investment Partners, Inc. 0.42% of their portfolio | 1.2m $74.2m | Reduced -45.4k |
| Capital Research Global Investors 0.01% of their portfolio | 1.2m $71.0m | Added +7.8k |
| AGF MANAGEMENT LTD 0.38% of their portfolio | 1.1m $87.4m | Added +13.5k |
| SCOTIA CAPITAL INC. 0.28% of their portfolio | 1.1m $69.8m | Reduced -4.0k |
| UBS Group AG 0.01% of their portfolio | 1.1m $65.7m | Reduced -106.3k |
| INTACT INVESTMENT MANAGEMENT INC. 1.88% of their portfolio | 1.1m $65.2m | Reduced -68.5k |
| Connor, Clark & Lunn Investment Management Ltd. 0.17% of their portfolio | 1.1m $64.9m | Added +189.7k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.28% of their portfolio | 852.4k $52.6m | Added +572.2k |
| Goehring & Rozencwajg Associates, LLC 5.05% of their portfolio | 825.4k $50.9m | Added +45.2k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 770.4k $47.6m | Added +246.5k |
| CAPTRUST FINANCIAL ADVISORS 0.09% of their portfolio | 769.9k $47.5m | Added +31.4k |
| MUFG SECURITIES (CANADA), LTD. 1.26% of their portfolio | 736.1k $45.4m | Reduced -69.6k |
| Alberta Investment Management Corp 0.25% of their portfolio | 687.2k $42.4m | Added +78.9k |
| Fiera Capital Corp 0.13% of their portfolio | 654.5k $40.4m | Reduced -178.3k |
| Capital International, Inc./CA/ 0.31% of their portfolio | 645.8k $39.9m | Added +21.8k |
| Townsend & Associates, Inc 3.71% of their portfolio | 612.8k $41.6m | Added +8.5k |
| MILLER HOWARD INVESTMENTS INC /NY 1.14% of their portfolio | 610.3k $37.7m | Reduced -8.6k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 604.4k $37.3m | Added +276.8k |
| CORDA Investment Management, LLC. 2.45% of their portfolio | 545.6k $33.7m | Added +4.2k |
| DekaBank Deutsche Girozentrale 0.05% of their portfolio | 535.0k $31.6m | Unchanged |
| GUARDIAN CAPITAL LP 0.96% of their portfolio | 526.7k $32.5m | Added +265.7k |
| Cardinal Capital Management, Inc. 1.00% of their portfolio | 526.3k $44.6m | Reduced -52.5k |
| Moerus Capital Management LLC 13.83% of their portfolio | 519.8k $32.1m | Reduced -75.8k |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3.73% of their portfolio | 518.9k $44.0m | Reduced -22.4k |
| CIBC Asset Management Inc 0.08% of their portfolio | 505.3k $31.2m | Reduced -261.2k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 460.1k $28.4m | Added +71.5k |
| Scheer, Rowlett & Associates Investment Management Ltd. 1.94% of their portfolio | 458.5k $28.3m | Reduced -145.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 456.9k $28.2m | Added +8.4k |
| NFJ INVESTMENT GROUP, LLC 0.98% of their portfolio | 436.5k $27.3m | Added +423.0k |
| Woodline Partners LP 0.10% of their portfolio | 424.8k $26.2m | New |
| Korea Investment CORP 0.05% of their portfolio | 421.6k $26.1m | Added +252.1k |
| AVIVA PLC 0.04% of their portfolio | 410.8k $25.4m | Added +21.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 406.7k $25.1m | Added +4.6k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 402.2k $24.8m | Added +41.6k |
| Pacific Heights Asset Management LLC 0.93% of their portfolio | 400.0k $24.7m | Added +100.0k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 380.0k $23.5m | Added +11.4k |
| Minneapolis Portfolio Management Group, LLC 2.59% of their portfolio | 368.6k $22.8m | Added +3.2k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.33% of their portfolio | 367.7k $22.7m | Reduced -12.7k |
| Guardian Partners Inc. 2.04% of their portfolio | 358.5k $25.5m | Added +14.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 353.2k $21.9m | Reduced -6.7k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.06% of their portfolio | 352.3k $21.7m | Reduced -78.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 335.0k $20.7m | Added +65.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 334.9k $20.7m | Reduced -24.4k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.03% of their portfolio | 331.9k $20.5m | First filing |
| APG Asset Management N.V. 0.05% of their portfolio | 305.3k $16.1m | Reduced -24.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 302.2k $18.7m | Added +63.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 296.6k $18.3m | Added +230.9k |
| State of Tennessee, Department of Treasury 0.06% of their portfolio | 272.6k $18.9m | Reduced -2.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 270.3k $16.7m | Reduced -357.7k |