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 ($370.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $75.70. Options: 33 managers hold calls ($450.1m notional), 31 hold puts ($499.3m).
Trends to Q1 2026
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 |
| Q1 2026 | 747 |
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 | 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 |
| Q1 2026 | 371 | 282 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $426.4m | $298.6m | 0.70 |
| Q3 2025 | $372.0m | $350.5m | 0.94 |
| Q4 2025 | $226.1m | $491.2m | 2.17 |
| Q1 2026 | $450.1m | $499.3m | 1.11 |
Biggest buyers
| TD Waterhouse Canada Inc. | Added | +3.0m |
| Capital World Investors | New | +2.0m |
| DJE Kapital AG | Added | +1.4m |
| Ninety One UK Ltd | New | +1.4m |
| Canoe Financial LP | New | +1.3m |
| Caisse de depot et placement du Quebec | Added | +1.1m |
| Capital International Investors | Added | +1.1m |
| GOLDMAN SACHS GROUP INC | Added | +980.3k |
| CITADEL ADVISORS LLC | Added | +915.2k |
| Bank of New York Mellon Corp | Added | +869.3k |
Biggest sellers
| ARGA Investment Management, LP | Reduced | -5.3m |
| FMR LLC | Reduced | -4.8m |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -4.6m |
| First Eagle Investment Management, LLC | Reduced | -3.3m |
| BANK OF MONTREAL /CAN/ | Reduced | -2.9m |
| Silchester International Investors LLP | Reduced | -2.7m |
| Beutel, Goodman & Co Ltd. | Reduced | -2.3m |
| TORONTO DOMINION BANK | Reduced | -2.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -1.8m |
| Altshuler Shaham Ltd | Reduced | -1.8m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $74.1m982.1k shares |
| GARDA CAPITAL PARTNERS LP | New | $53.3m706.7k shares |
| SIG North Trading, ULC | Added | $41.8m554.0k shares |
| ROYAL BANK OF CANADA | Added | $37.1m491.0k shares |
| IMC-Chicago, LLC | Added | $33.9m449.7k shares |
| D. E. Shaw & Co., Inc. | Added | $27.7m366.7k shares |
| CITADEL ADVISORS LLC | Added | $26.0m345.2k shares |
| JANE STREET GROUP, LLC | Added | $25.6m339.3k shares |
| GROUP ONE TRADING LLC | Added | $17.2m227.6k shares |
| TORONTO DOMINION BANK | New | $14.0m185.2k shares |
Biggest puts
| Murchinson Ltd. | Added | $203.9m2.7m shares |
| CITADEL ADVISORS LLC | Added | $48.4m642.0k shares |
| BARCLAYS PLC | Reduced | $45.3m600.0k shares |
| JANE STREET GROUP, LLC | Added | $42.6m565.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $32.5m430.7k shares |
| D. E. Shaw & Co., Inc. | Reduced | $28.5m378.0k shares |
| IMC-Chicago, LLC | Reduced | $16.3m215.9k shares |
| CITIGROUP INC | Reduced | $11.3m150.0k shares |
| SIG North Trading, ULC | Added | $9.7m128.6k shares |
| Squarepoint Ops LLC | Added | $8.3m110.4k 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 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.
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| ROYAL BANK OF CANADA 0.44% of their portfolio | 31.0m $2.3bn | Added +17.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.23% of their portfolio | 16.1m $1.2bn | Reduced -245.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 14.7m $1.1bn | First filing |
| BANK OF MONTREAL /CAN/ 0.40% of their portfolio | 12.9m $972.8m | Reduced -2.9m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.48% of their portfolio | 11.8m $892.8m | Reduced -1.8m |
| First Eagle Investment Management, LLC 1.28% of their portfolio | 10.0m $753.8m | Reduced -3.3m |
| TD Asset Management Inc 0.57% of their portfolio | 9.3m $696.9m | Added +332.2k |
| DEUTSCHE BANK AG\ 0.21% of their portfolio | 8.5m $644.0m | Reduced -1.3m |
| MACKENZIE FINANCIAL CORP 0.71% of their portfolio | 7.8m $588.0m | Added +570.2k |
| FMR LLC 0.03% of their portfolio | 7.1m $536.5m | Reduced -4.8m |
| Capital International Investors 0.12% of their portfolio | 6.6m $500.8m | Added +1.1m |
| 1832 Asset Management L.P. 0.64% of their portfolio | 6.4m $483.2m | Reduced -1.4m |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 5.9m $443.2m | Added +239.9k |
| TD Waterhouse Canada Inc. 1.18% of their portfolio | 5.4m $397.8m | Added +3.0m |
| CIBC WORLD MARKET INC. 0.69% of their portfolio | 5.2m $392.0m | Reduced -1.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.9m $379.2m | Added +75.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.30% of their portfolio | 4.6m $344.1m | Reduced -45.9k |
| NATIONAL BANK OF CANADA /FI/ 0.35% of their portfolio | 4.6m $341.9m | Reduced -618.5k |
| VANGUARD FIDUCIARY TRUST CO 0.08% of their portfolio | 4.3m $324.0m | First filing |
| CANADA PENSION PLAN INVESTMENT BOARD 0.19% of their portfolio | 3.9m $294.6m | Reduced -4.6m |
| Beutel, Goodman & Co Ltd. 1.89% of their portfolio | 3.7m $278.5m | Reduced -2.3m |
| MORGAN STANLEY 0.02% of their portfolio | 3.7m $277.7m | Added +308.1k |
| Vanguard Global Advisers, LLC 0.14% of their portfolio | 3.5m $263.1m | First filing |
| Federation des caisses Desjardins du Quebec 0.90% of their portfolio | 3.4m $251.1m | Reduced -309.0k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 3.1m $234.5m | Reduced -194.4k |
| BlackRock, Inc. 0.00% of their portfolio | 3.1m $232.5m | Added +111.6k |
| FIL Ltd 0.18% of their portfolio | 3.0m $229.9m | Reduced -1.1m |
| TORONTO DOMINION BANK 0.42% of their portfolio | 2.9m $216.2m | Reduced -2.3m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.8m $211.7m | Added +227.1k |
| LETKO, BROSSEAU & ASSOCIATES INC 3.34% of their portfolio | 2.8m $207.4m | Reduced -153.2k |
| Legal & General Group Plc 0.05% of their portfolio | 2.7m $202.2m | Reduced -18.6k |
| Amundi 0.05% of their portfolio | 2.5m $185.7m | Reduced -74.1k |
| Caisse de depot et placement du Quebec 0.29% of their portfolio | 2.4m $179.7m | Added +1.1m |
| VAN ECK ASSOCIATES CORP 0.13% of their portfolio | 2.3m $175.2m | Added +559.0k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 2.2m $168.1m | Added +980.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 2.2m $166.8m | Added +67.9k |
| Clal Insurance Enterprises Holdings Ltd 1.00% of their portfolio | 2.2m $165.0m | Reduced -210.0k |
| Boston Partners 0.23% of their portfolio | 2.1m $216.5m | Reduced -833.7k |
| Capital World Investors 0.02% of their portfolio | 2.0m $150.7m | New |
| BANK OF NOVA SCOTIA 0.22% of their portfolio | 1.7m $127.5m | Reduced -305.9k |
| Allianz Asset Management GmbH 0.15% of their portfolio | 1.7m $126.7m | Reduced -229.8k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $128.0m | Reduced -66.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.29% of their portfolio | 1.7m $126.7m | Added +627.8k |
| Swiss National Bank 0.07% of their portfolio | 1.6m $122.6m | Added +340.9k |
| DJE Kapital AG 2.57% of their portfolio | 1.5m $116.1m | Added +1.4m |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.5m $111.9m | Added +101.7k |
| Ninety One UK Ltd 0.25% of their portfolio | 1.4m $107.5m | New |
| Kopernik Global Investors, LLC 7.50% of their portfolio | 1.4m $107.4m | Reduced -329.9k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.3m $100.1m | Added +869.3k |
| Canoe Financial LP 1.36% of their portfolio | 1.3m $99.6m | New |
| Silchester International Investors LLP 85.51% of their portfolio | 1.3m $98.8m | Reduced -2.7m |
| Invesco Ltd. 0.01% of their portfolio | 1.2m $90.9m | Reduced -210.9k |
| Epoch Investment Partners, Inc. 0.53% of their portfolio | 1.2m $87.6m | Reduced -42.3k |
| Capital Research Global Investors 0.01% of their portfolio | 1.2m $87.5m | Added +8.1k |
| SCOTIA CAPITAL INC. 0.35% of their portfolio | 1.1m $86.0m | Added +13.4k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 1.1m $81.9m | Added +915.2k |
| UBS Group AG 0.01% of their portfolio | 1.1m $81.4m | Added +14.5k |
| AGF MANAGEMENT LTD 0.46% of their portfolio | 1.1m $102.7m | Reduced -67.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.06% of their portfolio | 976.5k $73.7m | First filing |
| Woodline Partners LP 0.27% of their portfolio | 959.2k $72.4m | Added +534.4k |
| BRANDES INVESTMENT PARTNERS, LP 0.50% of their portfolio | 943.7k $71.2m | Reduced -915.6k |
| NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio | 941.6k $71.4m | Added +171.2k |
| Black Creek Investment Management Inc. 3.50% of their portfolio | 867.4k $65.3m | Reduced -1.7m |
| INTACT INVESTMENT MANAGEMENT INC. 1.84% of their portfolio | 855.8k $64.6m | Reduced -200.7k |
| Alberta Investment Management Corp 0.40% of their portfolio | 850.3k $64.2m | Added +163.1k |
| Goehring & Rozencwajg Associates, LLC 3.33% of their portfolio | 822.3k $62.1m | Reduced -3.1k |
| Nuveen, LLC 0.02% of their portfolio | 799.0k $60.1m | Reduced -530.3k |
| CAPTRUST FINANCIAL ADVISORS 0.10% of their portfolio | 777.4k $58.7m | Added +7.5k |
| CIBC Asset Management Inc 0.14% of their portfolio | 770.9k $58.0m | Added +265.6k |
| Capital International, Inc./CA/ 0.42% of their portfolio | 725.9k $54.8m | Added +80.2k |
| MUFG SECURITIES (CANADA), LTD. 1.55% of their portfolio | 714.1k $53.8m | Reduced -22.0k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 660.3k $49.8m | Added +55.9k |
| Murchinson Ltd. 20.00% of their portfolio | 659.5k $49.8m | New |
| Point72 Asset Management, L.P. 0.08% of their portfolio | 641.8k $48.4m | New |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 640.8k $48.4m | Added +615.2k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.29% of their portfolio | 640.3k $48.3m | Reduced -212.1k |
| Fiera Capital Corp 0.16% of their portfolio | 630.4k $47.5m | Reduced -24.1k |
| Townsend & Associates, Inc 3.81% of their portfolio | 617.5k $44.2m | Added +4.7k |
| MILLER HOWARD INVESTMENTS INC /NY 1.26% of their portfolio | 610.1k $46.0m | Reduced -237 |
| Moerus Capital Management LLC 16.70% of their portfolio | 599.2k $45.2m | Added +79.4k |
| Korea Investment CORP 0.09% of their portfolio | 580.7k $43.7m | Added +159.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.06% of their portfolio | 574.2k $43.2m | Added +533.9k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 547.8k $41.3m | Added +251.3k |
| Quadrature Capital Ltd 0.49% of their portfolio | 544.1k $40.9m | Added +502.5k |
| CORDA Investment Management, LLC. 2.80% of their portfolio | 536.4k $40.5m | Reduced -9.2k |
| DekaBank Deutsche Girozentrale 0.07% of their portfolio | 535.0k $40.8m | Unchanged |
| NFJ INVESTMENT GROUP, LLC 1.54% of their portfolio | 532.2k $40.6m | Added +95.7k |
| Eurizon Capital SGR S.p.A. 0.12% of their portfolio | 521.2k $39.5m | Added +481.6k |
| Capital Wealth Planning, LLC 0.21% of their portfolio | 502.2k $37.9m | New |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 483.4k $36.5m | Added +81.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 475.6k $35.9m | Added +68.9k |
| Cardinal Capital Management, Inc. 0.96% of their portfolio | 473.9k $35.7m | Reduced -52.4k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 472.6k $35.5m | Added +12.5k |
| Migdal Insurance & Financial Holdings Ltd. 0.30% of their portfolio | 462.5k $35.2m | New |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.09% of their portfolio | 440.8k $33.2m | Added +88.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 438.6k $33.1m | Added +103.6k |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3.55% of their portfolio | 435.0k $33.3m | Reduced -83.9k |
| AVIVA PLC 0.05% of their portfolio | 422.3k $31.8m | Added +11.5k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 403.5k $30.5m | Added +23.4k |
| Pacific Heights Asset Management LLC 1.01% of their portfolio | 400.0k $30.2m | Unchanged |