Follow-The-Filings

Security · featured owners

NKE Nike Inc.

Consumer Discretionary CL B Equity as of 2026 Q2 among managers we track

  • 10 Owners
  • #97
  • Max 2.3%
  • Master 0.04%
  • $632M
  • 1 new 5 add 3 reduce

NKE (Nike Inc.) is held in 10 featured 13F books as of 2026 Q2. Hillman Capital Management is the largest tracked holder by portfolio weight (2.3%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.3% (Hillman Capital Management) · not free-float ownership

  1. Hillman Capital Management add 2.3%
  2. Bill Nygren / Oakmark reduce 0.78%
  3. David Katz add 0.75%
  4. Murphy Pohlad new 0.68%
  5. Rule One Partners add 0.22%
  6. Thomas Gayner 0.14%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 0.78% Reduce −2.5% 14,403,570 $591M history
Thomas Gayner - Markel Group 2026 Q2 0.14% Hold 447,400 $18M history
David Katz - Matrix Asset Advisors 2026 Q2 0.75% Add +68.4% 223,565 $9M history
Hillman Capital Management 2026 Q2 2.3% Add +0.4% 78,213 $3M history
Jensen Investment Management 2026 Q2 0.07% Reduce −4.8% 71,344 $3M history
Mairs & Power 2026 Q2 0.02% Reduce −3.2% 63,845 $3M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.68% New 0.68% 47,635 $2M history
Rule One Partners 2026 Q2 0.22% Add +1749.1% 37,001 $2M history
Lindsell Train 2026 Q2 0.03% Add +1.0% 21,000 $862K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.01% Add +0.7% 698 $29K history

10 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,5.07,9.01 Filing Doc
8-K 5.02 Filing Doc
10-K Filing Doc
DEFA14A Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 2.02,5.02,7.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 8 rows shown

Filed Form Detail Links
4 Period Sep 8, 2026 · 9 forms Filing Doc
4 Period Sep 9, 2026 · 3 forms Filing Doc
4 Period Sep 1, 2026 · 6 forms Filing Doc
4/A Period May 14, 2026 Filing Doc
4 Period Sep 1, 2026 · 3 forms Filing Doc
4 Period Aug 14, 2026 Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

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

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $51.22B $51.36B $46.31B $46.4B
Gross profit $22.29B $22.89B $19.79B $19.91B
Gross margin * 43.5% 44.6% 42.7% 42.9%
Net income $5.07B $5.7B $3.22B $3.11B
Net margin * 9.9% 11.1% 7.0% 6.7%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $25.2B $25.38B $23.36B $24.6B
Total non-current assets * $12.33B $12.73B $13.22B $13.81B
Total assets $37.53B $38.11B $36.58B $38.41B
Total current liabilities $9.26B $10.59B $10.57B $12.55B
Total equity $14B $14.43B $13.21B $14.86B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $5.84B $7.43B $3.7B $2.87B
Cash from investing $564M $894M -$275M -$488M
Cash from financing -$7.45B -$5.89B -$5.82B -$2.29B
Net change in cash -$1.13B $2.42B -$2.4B $0.099B

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