NORTHERN DYNASTY MINERALS LTD (NAK) — Institutional Holders, Q2 2026

204 institutional investment managers reported a NAK position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $211.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← NAK stock profile

NAK in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

MIRAE ASSET GLOBAL ETFS Ltd.Added · +2,066,614 sh+$4.0M
JPMORGAN CHASENew · +869,988 sh+$1.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPAdded · +628,646 sh+$1.2M
OSAICAdded · +536,427 sh+$1.0M
CITADEL ADVISORSAdded · +440,708 sh+$846.2K

Biggest sellers

TWO SIGMA INVESTMENTSTrimmed · -3,862,371 sh-$7.4M
JANE STREET GROUPTrimmed · -3,416,034 sh-$6.6M
GAM Holding AGTrimmed · -1,800,000 sh-$3.5M
MILLENNIUM MANAGEMENTTrimmed · -1,525,135 sh-$2.9M
Bornite Capital ManagementSold out · -1,000,000 sh-$1.9M

NAK 13F holders ranked 1–100 of 204

Institutional investors reporting a position in NORTHERN DYNASTY MINERALS LTD on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	Kopernik Global Investors#1 · 32,178,392 sh	32,178,392	$61.8M	3.79%	-1.5%
2	MIRAE ASSET GLOBAL ETFS Ltd.#2 · 26,369,817 sh	26,369,817	$50.4M	0.06%	+8.5%
3	TWO SIGMA INVESTMENTS#3 · 5,918,438 sh	5,918,438	$11.4M	<0.01%	-39.5%
4	RENAISSANCE TECHNOLOGIES#4 · 4,650,149 sh	4,650,149	$8.9M	0.01%	+4.3%
5	MILLENNIUM MANAGEMENT#5 · 3,901,608 sh	3,901,608	$7.5M	<0.01%	-28.1%
6	Russell Investments Group, Ltd.#6 · 3,262,046 sh	3,262,046	$6.3M	<0.01%	-0.3%
7	COMMONWEALTH EQUITY SERVICES#7 · 2,513,443 sh	2,513,443	$4.8M	<0.01%	-3.1%
8	CITADEL ADVISORS#8 · 2,382,896 sh	2,382,896	$4.6M	<0.01%	+22.7%
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP#9 · 2,131,934 sh	2,131,934	$4.1M	<0.01%	+41.8%
10	JANE STREET GROUP#10 · 2,064,965 sh	2,064,965	$4.0M	<0.01%	-62.3%
11	Stenham Asset Management Ltd#11 · 2,046,000 sh	2,046,000	$3.9M	2.81%	0.0%
12	MACKENZIE FINANCIAL#12 · 1,293,736 sh	1,293,736	$3.5M	<0.01%	+4.6%
13	UBS Group AG#13 · 1,546,173 sh	1,546,173	$3.0M	<0.01%	+3.5%
14	GAM Holding AG#14 · 1,060,000 sh	1,060,000	$2.0M	0.16%	-62.9%
15	BANK OF MONTREAL#15 · 1,033,027 sh	1,033,027	$2.0M	<0.01%	+15.1%
16	Swiss National Bank#16 · 1,016,400 sh	1,016,400	$1.9M	<0.01%	-7.6%
17	JPMORGAN CHASE#17 · 869,988 sh	869,988	$1.7M	<0.01%	New
18	TD ASSET MANAGEMENT#18 · 883,455 sh	883,455	$1.7M	<0.01%	+6.1%
19	SEI INVESTMENTS#19 · 868,173 sh	868,173	$1.7M	<0.01%	-44.3%
20	IMC-Chicago#20 · 662,884 sh	662,884	$1.3M	<0.01%	-6.9%
21	OSAIC#21 · 618,651 sh	618,651	$1.2M	<0.01%	+652.4%
22	STATE STREET#22 · 613,758 sh	613,758	$1.2M	0.00%	+45.2%
23	GROUP ONE TRADING, L.P.#23 · 527,538 sh	527,538	$1.0M	<0.01%	+25.1%
24	Legal & General Group Plc#24 · 510,706 sh	510,706	$975.5K	<0.01%	+8.3%
25	Cambridge Investment Research Advisors#25 · 497,480 sh	497,480	$955.0K	<0.01%	-9.8%
26	HRT FINANCIAL#26 · 446,210 sh	446,210	$856.0K	<0.01%	+118.0%
27	NATIONS FINANCIAL GROUP , /IA#27 · 431,300 sh	431,300	$828.1K	0.04%	+2.4%
28	NewEdge Advisors#28 · 420,229 sh	420,229	$806.8K	<0.01%	New
29	GEODE CAPITAL MANAGEMENT#29 · 382,470 sh	382,470	$730.8K	0.00%	+2.4%
30	Zurcher Kantonalbank (Zurich Cantonalbank)#30 · 369,156 sh	369,156	$705.1K	<0.01%	+135.5%
31	VANGUARD ASSET MANAGEMENT, Ltd#31 · 362,167 sh	362,167	$692.0K	<0.01%	0.0%
32	Ionic Capital Management#32 · 345,686 sh	345,686	$663.7K	0.10%	-24.7%
33	Nuveen#33 · 338,240 sh	338,240	$646.1K	<0.01%	-16.1%
34	BANK OF AMERICA#34 · 292,056 sh	292,056	$560.7K	0.00%	+84.6%
35	SIMPLEX TRADING#35 · 291,104 sh	291,104	$558.9K	<0.01%	+33.4%
36	Rathbones Group PLC#36 · 282,000 sh	282,000	$538.6K	<0.01%	New
37	BlackRock#37 · 245,511 sh	245,511	$471.4K	0.00%	+121.3%
38	Point72 Asset Management, L.P.#38 · 217,950 sh	217,950	$422.5K	<0.01%	New
39	Quadrature Capital Ltd#39 · 216,423 sh	216,423	$415.5K	<0.01%	+62.0%
40	RFG Advisory#40 · 202,490 sh	202,490	$388.8K	<0.01%	0.0%
41	GRIMES & WEALTH MANAGEMENT#41 · 189,750 sh	189,750	$364.3K	<0.01%	0.0%
42	LPL Financial#42 · 183,656 sh	183,656	$352.6K	<0.01%	+20.1%
43	GOLDMAN SACHS GROUP#43 · 175,456 sh	175,456	$336.9K	0.00%	-19.1%
44	Aletheian Wealth Advisors#44 · 168,200 sh	168,200	$322.9K	—	0.0%
45	Vanguard Investments Australia, Ltd.#45 · 148,907 sh	148,907	$284.5K	<0.01%	0.0%
46	HighTower Advisors#46 · 138,683 sh	138,683	$266.3K	<0.01%	+5.0%
47	Federation des caisses Desjardins du Quebec#47 · 140,550 sh	140,550	$260.0K	<0.01%	0.0%
48	LCM Capital Management#48 · 131,644 sh	131,644	$252.8K	—	-17.0%
49	Cetera Investment Advisers#49 · 110,860 sh	110,860	$212.9K	<0.01%	+18.0%
50	BRADY FAMILY WEALTH#50 · 110,000 sh	110,000	$211.2K	0.06%	0.0%
51	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#51 · 107,499 sh	107,499	$205.3K	<0.01%	-7.1%
52	SBI Securities , Ltd.#52 · 105,869 sh	105,869	$203.3K	—	+245.6%
53	Gotham Asset Management#53 · 100,683 sh	100,683	$193.3K	<0.01%	New
54	CAPTRUST FINANCIAL ADVISORS#54 · 100,175 sh	100,175	$192.3K	<0.01%	+80.2%
55	CADINHA#55 · 100,000 sh	100,000	$192.0K	—	0.0%
56	Stratos Wealth Advisors#56 · 98,788 sh	98,788	$189.7K	0.01%	0.0%
57	Pictet Asset Management Holding SA#57 · 97,311 sh	97,311	$185.9K	<0.01%	-10.8%
58	Miracle Mile Advisors#58 · 85,955 sh	85,955	$165.0K	<0.01%	0.0%
59	Cerity Partners#59 · 85,464 sh	85,464	$164.1K	<0.01%	+7.6%
60	SRS Capital Advisors#60 · 84,106 sh	84,106	$161.5K	<0.01%	New
61	SPROTT#61 · 83,488 sh	83,488	$160.3K	<0.01%	+27.5%
62	CIBC Asset Management#62 · 76,518 sh	76,518	$145.9K	<0.01%	+3.8%
63	TORONTO DOMINION BANK#63 · 76,110 sh	76,110	$145.3K	<0.01%	-30.7%
64	XTX Topco Ltd#64 · 74,938 sh	74,938	$143.9K	<0.01%	-49.9%
65	RAYMOND JAMES FINANCIAL#65 · 67,321 sh	67,321	$129.3K	0.00%	-7.5%
66	CARY STREET PARTNERS FINANCIAL#66 · 62,000 sh	62,000	$119.0K	<0.01%	+1.6%
67	Pasadena Private Wealth#67 · 52,453 sh	52,453	$100.7K	0.01%	New
68	Allegheny Financial Group LTD#68 · 52,100 sh	52,100	$100.0K	0.01%	0.0%
69	Stone House Investment Management#69 · 51,575 sh	51,575	$99.0K	—	New
70	GREAT WEST LIFE ASSURANCE#70 · 51,104 sh	51,104	$93.0K	<0.01%	0.0%
71	CITIGROUP#71 · 46,241 sh	46,241	$88.3K	0.00%	+137.4%
72	Tower Research Capital (TRC)#72 · 45,234 sh	45,234	$86.8K	<0.01%	+2915.6%
73	Game Plan Financial Advisors#73 · 45,000 sh	45,000	$86.4K	0.03%	0.0%
74	AMERICAN CENTURY COMPANIES#74 · 45,047 sh	45,047	$86.1K	0.00%	-36.5%
75	EQUITABLE#75 · 42,311 sh	42,311	$81.2K	—	+69.2%
76	PITTENGER & ANDERSON#76 · 40,750 sh	40,750	$78.2K	<0.01%	0.0%
77	Versant Capital Management#77 · 40,606 sh	40,606	$78.0K	—	0.0%
78	Western Reserve Capital Management#78 · 40,106 sh	40,106	$77.0K	—	-28.5%
79	Pekin Hardy Strauss#79 · 40,000 sh	40,000	$76.8K	<0.01%	0.0%
80	ROYAL BANK OF CANADA#80 · 39,656 sh	39,656	$76.0K	0.00%	-7.9%
81	SIG BROKERAGE#81 · 36,957 sh	36,957	$71.0K	<0.01%	0.0%
82	Sowell Financial Services#82 · 35,300 sh	35,300	$67.8K	—	New
83	ALLIUM FINANCIAL ADVISORS#83 · 35,000 sh	35,000	$67.2K	0.04%	0.0%
84	626 Financial#84 · 34,200 sh	34,200	$65.7K	0.03%	+13.2%
85	MORGAN STANLEY#85 · 33,068 sh	33,068	$63.5K	0.00%	+70.5%
86	SCRATCH CAPITAL#86 · 32,434 sh	32,434	$62.3K	0.03%	0.0%
87	Ethos Financial Group#87 · 45,000 sh	45,000	$62.1K	<0.01%	New
88	TUDOR INVESTMENT ET AL#88 · 30,986 sh	30,986	$59.5K	<0.01%	-47.4%
89	TWO SIGMA SECURITIES#89 · 30,596 sh	30,596	$58.7K	<0.01%	+183.1%
90	Blueshift Asset Management#90 · 30,517 sh	30,517	$58.6K	0.01%	New
91	WILEY BROS.-AINTREE CAPITAL#91 · 30,000 sh	30,000	$57.6K	<0.01%	0.0%
92	Swiss Life Asset Management Ltd#92 · 30,091 sh	30,091	$57.3K	<0.01%	+4.9%
93	Baird Financial Group#93 · 28,548 sh	28,548	$54.8K	<0.01%	-6.7%
94	TCFG Investment Advisors#94 · 26,600 sh	26,600	$51.1K	—	+8.1%
95	Kestra Advisory Services#95 · 26,570 sh	26,570	$51.0K	<0.01%	-15.6%
96	Aptus Capital Advisors#96 · 26,500 sh	26,500	$50.9K	<0.01%	+43.2%
97	AQR CAPITAL MANAGEMENT#97 · 26,365 sh	26,365	$50.5K	0.00%	+97.7%
98	Brookstone Capital Management#98 · 26,285 sh	26,285	$50.5K	—	+7.7%
99	Sage Investment Advisers#99 · 26,000 sh	26,000	$49.9K	—	0.0%
100	Ellsworth Advisors#100 · 29,474 sh	29,474	$49.5K	—	+44.2%

Funds that sold out of NAK in Q2 2026 (25)

Held NAK at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held NAK in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Bornite Capital Management1,000,000 sh	1,000,000	$1.4M
Caitong International Asset Management , Ltd71,130 sh	71,130	$99.6K
Shay Capital70,000 sh	70,000	$98.0K
MARSHALL WACE, LLP54,000 sh	54,000	$75.6K
QUADRANT CAPITAL GROUP9,324 sh	9,324	$55.5K
STATE OF WISCONSIN INVESTMENT BOARD30,464 sh	30,464	$42.3K
Linscomb Wealth26,500 sh	26,500	$37.1K
Advance Capital Management22,500 sh	22,500	$31.5K
Almanack Investment Partners20,330 sh	20,330	$28.5K
Hibernia Wealth Partners15,000 sh	15,000	$21.0K
KESTRA PRIVATE WEALTH SERVICES14,000 sh	14,000	$19.6K
Fisher Asset Management14,000 sh	14,000	$19.6K
DOLIVER ADVISORS10,500 sh	10,500	$14.7K
Private Advisor Group10,000 sh	10,000	$14.0K
Strategies Wealth Advisors10,000 sh	10,000	$14.0K
Advisory Services Network8,900 sh	8,900	$12.5K
Sound Income Strategies5,000 sh	5,000	$7.4K
Synergy Investment Management5,000 sh	5,000	$7.0K
TWIN PEAKS WEALTH ADVISORS4,000 sh	4,000	$5.6K
Golden State Equity Partners3,190 sh	3,190	$4.5K
Longview Financial Advisors2,200 sh	2,200	$3.1K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT1,300 sh	1,300	$1.8K
Rockefeller Capital Management L.P.700 sh	700	$980.00
MAI Capital Management666 sh	666	$933.00
Aviso Financial190 sh	190	$264.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.