Follow-The-Filings

Security

NFG

National Fuel Gas Co. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 1 new 2 exits max 0.1% (Joel Greenblatt - Gotham ...)

grid → activity →
owners 13
max % 0.1%
tracked value $1.3B
qoq N 1 A 3 R 5 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.03 pp 399,654 $38M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.02 pp 1,202,081 $113M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.05 pp 367,200 $35M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.02 pp 193,058 $18M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 420 $32M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.01 pp 53,069 $5M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 12,170,906 $974M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,154,321 $92M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 32,684 $3M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 14,042 $1M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 8,600 $808 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 6,303 $592 hist
Ancora Advisors LLC 2026 Q1 0.0% — 444 $42 hist
Israel Englander - Millennium Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 110,706 $9M hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 6,889 $552 hist

13 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.25B $1.71B $2.22B
Gross profit * $1.82B $1.56B $2.01B
Gross margin * 80.6% 91.2% 90.4%
Net income $476.87M $77.51M $518.5M
Net margin * 21.1% 4.5% 23.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $414.43M $355.92M $410.73M
Total non-current assets * $7.87B $7.96B $8.31B
Total assets $8.28B $8.32B $8.72B
Total current liabilities $806.31M $1.1B $925.76M
Total non-current liabilities $2.13B $2.19B $2.32B
Total equity — -$15.48M —

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.24B $1.07B $1.1B
Cash from investing -$1.11B -$933.9M -$891.7M
Cash from financing -$207M -$149.28M -$203.38M
Net change in cash * -$82.27M -$17.22M $4.94M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders