NMI Holdings, Inc. (NMIH) — Institutional Holders, Q2 2026

359 institutional investment managers reported a NMIH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.0B. 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.

← NMIH stock profile

NMIH 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

145

Trimmed

116

Sold out

Biggest buyers

DONALD SMITHAdded · +484,896 sh+$19.9M
AMERICAN CENTURY COMPANIESAdded · +326,477 sh+$13.4M
BlackRockAdded · +326,180 sh+$13.4M
CITADEL ADVISORSAdded · +324,530 sh+$13.3M
DIMENSIONAL FUND ADVISORSAdded · +314,102 sh+$12.9M

Biggest sellers

Capital International InvestorsSold out · -1,150,000 sh-$47.3M
Qube Research & Technologies LtdTrimmed · -290,453 sh-$11.9M
TWO SIGMA INVESTMENTSTrimmed · -258,154 sh-$10.6M
DEUTSCHE BANK AG\Trimmed · -250,140 sh-$10.3M
Cerity PartnersTrimmed · -240,567 sh-$9.9M

NMIH 13F holders ranked 1–100 of 359

Institutional investors reporting a position in NMI Holdings, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 13,189,334 sh	13,189,334	$541.9M	<0.01%	+2.5%
2	DIMENSIONAL FUND ADVISORS#2 · 4,665,910 sh	4,665,910	$191.7M	0.03%	+7.2%
3	STATE STREET#3 · 3,478,523 sh	3,478,523	$142.9M	<0.01%	+5.3%
4	VANGUARD CAPITAL MANAGEMENT#4 · 3,420,198 sh	3,420,198	$140.5M	<0.01%	-0.3%
5	AMERICAN CENTURY COMPANIES#5 · 3,046,624 sh	3,046,624	$125.2M	0.06%	+12.0%
6	VANGUARD PORTFOLIO MANAGEMENT#6 · 2,901,852 sh	2,901,852	$119.2M	<0.01%	-3.5%
7	GEODE CAPITAL MANAGEMENT#7 · 2,110,234 sh	2,110,234	$86.7M	<0.01%	+4.7%
8	NOMURA ASSET MANAGEMENT INTERNATIONAL#8 · 1,883,225 sh	1,883,225	$77.4M	0.12%	+12.9%
9	Van Berkom & Associates#9 · 1,859,025 sh	1,859,025	$76.4M	2.46%	-6.6%
10	FULLER & THALER ASSET MANAGEMENT#10 · 1,314,375 sh	1,314,375	$54.0M	0.15%	+22.8%
11	FMR#11 · 1,275,890 sh	1,275,890	$52.4M	<0.01%	+10.1%
12	GOLDMAN SACHS GROUP#12 · 1,271,316 sh	1,271,316	$52.2M	<0.01%	+2.8%
13	BANK OF AMERICA#13 · 1,208,661 sh	1,208,661	$49.7M	<0.01%	-7.4%
14	JPMORGAN CHASE#14 · 1,184,503 sh	1,184,503	$49.0M	<0.01%	+35.2%
15	MORGAN STANLEY#15 · 1,137,279 sh	1,137,279	$46.7M	<0.01%	+13.9%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT#16 · 1,011,979 sh	1,011,979	$41.6M	<0.01%	+2.7%
17	AQR CAPITAL MANAGEMENT#17 · 954,073 sh	954,073	$39.2M	0.01%	+32.8%
18	DONALD SMITH#18 · 882,495 sh	882,495	$36.3M	0.64%	+122.0%
19	NORTHERN#19 · 877,573 sh	877,573	$36.1M	<0.01%	+5.0%
20	FRONTIER CAPITAL MANAGEMENT#20 · 860,919 sh	860,919	$35.4M	0.33%	-15.3%
21	Nuveen#21 · 832,172 sh	832,172	$34.2M	<0.01%	-15.6%
22	Allianz Asset Management GmbH#22 · 783,594 sh	783,594	$29.4M	0.03%	0.0%
23	PUBLIC SECTOR PENSION INVESTMENT BOARD#23 · 708,850 sh	708,850	$29.1M	0.08%	+4.2%
24	Clearbridge Investments#24 · 708,685 sh	708,685	$29.1M	0.02%	+0.5%
25	AMERIPRISE FINANCIAL#25 · 702,605 sh	702,605	$28.9M	<0.01%	-0.4%
26	Assenagon Asset Management S.A.#26 · 679,839 sh	679,839	$27.9M	—	-6.4%
27	BARCLAYS PLC#27 · 670,910 sh	670,910	$27.6M	<0.01%	-8.2%
28	PANAGORA ASSET MANAGEMENT#28 · 616,768 sh	616,768	$25.3M	0.08%	+3.8%
29	CITADEL ADVISORS#29 · 539,325 sh	539,325	$22.2M	<0.01%	+151.1%
30	Bank of New York Mellon#30 · 509,105 sh	509,105	$20.9M	<0.01%	+2.2%
31	VANGUARD FIDUCIARY#31 · 506,302 sh	506,302	$20.8M	<0.01%	+3.1%
32	PRINCIPAL FINANCIAL GROUP#32 · 481,082 sh	481,082	$19.8M	<0.01%	+1.4%
33	MILLENNIUM MANAGEMENT#33 · 452,967 sh	452,967	$18.6M	<0.01%	-21.7%
34	Invesco Ltd.#34 · 451,619 sh	451,619	$18.6M	<0.01%	+11.5%
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#35 · 450,900 sh	450,900	$18.5M	<0.01%	-5.1%
36	D. E. Shaw#36 · 441,838 sh	441,838	$18.2M	<0.01%	-19.8%
37	Qube Research & Technologies Ltd#37 · 418,489 sh	418,489	$17.2M	0.02%	-41.0%
38	WINMILL#38 · 396,095 sh	396,095	$16.3M	3.60%	0.0%
39	RAYMOND JAMES FINANCIAL#39 · 395,346 sh	395,346	$16.2M	<0.01%	+59.1%
40	TWO SIGMA INVESTMENTS#40 · 375,727 sh	375,727	$15.4M	0.01%	-40.7%
41	MUHLENKAMP#41 · 368,558 sh	368,558	$15.1M	4.39%	+0.6%
42	River Road Asset Management#42 · 358,330 sh	358,330	$14.7M	0.16%	-3.1%
43	Walleye Capital#43 · 351,403 sh	351,403	$14.4M	0.05%	-30.7%
44	HOTCHKIS & WILEY CAPITAL MANAGEMENT#44 · 350,543 sh	350,543	$14.4M	0.04%	+3.9%
45	BRIDGEWAY CAPITAL MANAGEMENT#45 · 341,026 sh	341,026	$14.0M	0.25%	+657.8%
46	abrdn plc#46 · 332,963 sh	332,963	$13.7M	0.02%	-7.9%
47	CAPTRUST FINANCIAL ADVISORS#47 · 296,480 sh	296,480	$12.2M	0.02%	-6.2%
48	FRANKLIN RESOURCES#48 · 292,064 sh	292,064	$12.0M	<0.01%	-3.3%
49	First Eagle Investment Management#49 · 288,869 sh	288,869	$11.9M	0.02%	+5.6%
50	Connor, Clark & Lunn Investment Management Ltd.#50 · 276,251 sh	276,251	$11.4M	0.02%	+38.7%
51	Edgestream Partners, L.P.#51 · 261,278 sh	261,278	$10.7M	0.32%	+11.8%
52	PRIMECAP MANAGEMENT#52 · 257,250 sh	257,250	$10.6M	<0.01%	-4.1%
53	TUDOR INVESTMENT ET AL#53 · 245,988 sh	245,988	$10.1M	0.01%	-32.9%
54	Leeward Investments, - MA#54 · 243,274 sh	243,274	$10.0M	—	-2.2%
55	Russell Investments Group, Ltd.#55 · 241,949 sh	241,949	$9.9M	<0.01%	+11.3%
56	South Dakota Investment Council#56 · 241,219 sh	241,219	$9.9M	0.17%	-0.9%
57	HEALTHCARE OF ONTARIO PENSION PLAN FUND#57 · 223,608 sh	223,608	$9.2M	0.01%	-33.9%
58	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#58 · 215,188 sh	215,188	$8.8M	<0.01%	+9.8%
59	Man Group plc#59 · 209,922 sh	209,922	$8.6M	0.01%	+31.7%
60	Universal- Beteiligungs- und Servicegesellschaft mbH#60 · 198,251 sh	198,251	$8.1M	0.01%	+17.9%
61	THRIVENT FINANCIAL FOR LUTHERANS#61 · 198,208 sh	198,208	$8.1M	0.01%	+40.7%
62	DENALI ADVISORS#62 · 198,100 sh	198,100	$8.1M	0.82%	-4.9%
63	TEACHER RETIREMENT SYSTEM OF TEXAS#63 · 191,498 sh	191,498	$7.9M	0.02%	-8.4%
64	RENAISSANCE GROUP#64 · 188,936 sh	188,936	$7.8M	0.32%	-16.9%
65	RHUMBLINE ADVISERS#65 · 183,751 sh	183,751	$7.6M	<0.01%	-13.7%
66	Legal & General Group Plc#66 · 180,477 sh	180,477	$7.4M	<0.01%	-4.4%
67	Focus Partners Wealth#67 · 165,648 sh	165,648	$6.8M	<0.01%	-0.4%
68	Dana Investment Advisors#68 · 164,941 sh	164,941	$6.8M	0.18%	-1.6%
69	WEDGE CAPITAL MANAGEMENT L L P#69 · 162,159 sh	162,159	$6.7M	—	+2.3%
70	Empowered Funds#70 · 158,688 sh	158,688	$6.5M	0.03%	New
71	Swiss National Bank#71 · 153,074 sh	153,074	$6.3M	<0.01%	0.0%
72	MARTINGALE ASSET MANAGEMENT L P#72 · 149,295 sh	149,295	$6.1M	0.15%	+12.1%
73	VOLORIDGE INVESTMENT MANAGEMENT#73 · 145,868 sh	145,868	$6.0M	0.03%	-20.2%
74	Jump Financial#74 · 145,500 sh	145,500	$6.0M	0.05%	+1015.5%
75	FIRST ADVISORS#75 · 145,258 sh	145,258	$6.0M	<0.01%	+7.2%
76	Creative Planning#76 · 144,458 sh	144,458	$5.9M	<0.01%	+23.4%
77	LAZARD ASSET MANAGEMENT#77 · 142,827 sh	142,827	$5.9M	<0.01%	-5.8%
78	Point72 Asset Management, L.P.#78 · 138,645 sh	138,645	$5.7M	<0.01%	-38.9%
79	ROYCE & ASSOCIATES#79 · 133,590 sh	133,590	$5.5M	0.04%	0.0%
80	BNP PARIBAS FINANCIAL MARKETS#80 · 126,016 sh	126,016	$5.2M	<0.01%	-11.6%
81	ROYAL BANK OF CANADA#81 · 122,693 sh	122,693	$5.0M	<0.01%	+13.4%
82	CREDIT AGRICOLE S A#82 · 121,742 sh	121,742	$5.0M	0.01%	+14.1%
83	DEUTSCHE BANK AG\#83 · 119,877 sh	119,877	$4.9M	<0.01%	-67.6%
84	Emerald Investment Advisers#84 · 119,741 sh	119,741	$4.9M	0.33%	+4.0%
85	ASSETMARK#85 · 118,067 sh	118,067	$4.9M	—	+17.3%
86	ALGERT GLOBAL#86 · 111,803 sh	111,803	$4.6M	0.05%	-45.1%
87	WELLS FARGO & COMPANY#87 · 106,629 sh	106,629	$4.4M	<0.01%	+242.7%
88	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#88 · 104,820 sh	104,820	$4.3M	—	-0.9%
89	UBS Group AG#89 · 100,321 sh	100,321	$4.1M	<0.01%	-31.0%
90	PRICE T ROWE ASSOCIATES#90 · 99,744 sh	99,744	$4.1M	<0.01%	+15.3%
91	IEQ CAPITAL#91 · 97,839 sh	97,839	$4.0M	0.02%	+11.2%
92	Trexquant Investment#92 · 90,464 sh	90,464	$3.7M	0.02%	+97.4%
93	FIFTH THIRD BANCORP#93 · 89,358 sh	89,358	$3.7M	<0.01%	-3.2%
94	Ellis Investment Partners#94 · 89,071 sh	89,071	$3.7M	—	+0.2%
95	Amundi#95 · 87,843 sh	87,843	$3.6M	<0.01%	-47.8%
96	PRUDENTIAL FINANCIAL#96 · 87,082 sh	87,082	$3.6M	<0.01%	+0.8%
97	Livforsakringsbolaget Skandia, Omsesidigt#97 · 86,200 sh	86,200	$3.5M	—	0.0%
98	ALLIANCEBERNSTEIN L.P.#98 · 92,595 sh	92,595	$3.5M	<0.01%	-1.4%
99	NEW YORK STATE COMMON RETIREMENT FUND#99 · 83,527 sh	83,527	$3.4M	<0.01%	+3.2%
100	Cresset Asset Management#100 · 79,118 sh	79,118	$3.3M	0.01%	+56.0%

Funds that sold out of NMIH in Q2 2026 (42)

Held NMIH 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 NMIH in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Capital International Investors1,150,000 sh	1,150,000	$43.1M
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC161,997 sh	161,997	$6.1M
ExodusPoint Capital Management92,531 sh	92,531	$3.5M
HRT FINANCIAL84,943 sh	84,943	$3.2M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS49,271 sh	49,271	$1.8M
GSA CAPITAL PARTNERS LLP47,943 sh	47,943	$1.8M
PICTON MAHONEY ASSET MANAGEMENT46,321 sh	46,321	$1.7M
Squarepoint Ops39,869 sh	39,869	$1.5M
Magnetar Financial35,639 sh	35,639	$1.3M
JANE STREET GROUP34,336 sh	34,336	$1.3M
Dynamic Technology Lab Private Ltd28,858 sh	28,858	$1.1M
Susquehanna Portfolio Strategies28,318 sh	28,318	$1.1M
HANCOCK WHITNEY16,122 sh	16,122	$624.1K
Toroso Investments14,647 sh	14,647	$549.4K
EP Wealth Advisors13,902 sh	13,902	$521.5K
RENAISSANCE TECHNOLOGIES13,753 sh	13,753	$515.9K
LOS ANGELES CAPITAL MANAGEMENT12,605 sh	12,605	$472.8K
BOKF, NA12,241 sh	12,241	$459.2K
Grantham, Mayo, Van Otterloo10,930 sh	10,930	$410.0K
MARSHALL WACE, LLP10,700 sh	10,700	$401.4K
INCEPTIONR10,458 sh	10,458	$392.3K
CANADA PENSION PLAN INVESTMENT BOARD9,400 sh	9,400	$352.6K
Legato Capital Management9,313 sh	9,313	$349.3K
Integrated Quantitative Investments9,313 sh	9,313	$349.3K
iSAM Funds (UK) Ltd8,811 sh	8,811	$330.5K
Aster Capital Management (DIFC) Ltd8,330 sh	8,330	$300.3K
Kestra Investment Management6,283 sh	6,283	$235.7K
Atria Investments6,173 sh	6,173	$231.5K
TWO SIGMA SECURITIES6,050 sh	6,050	$226.9K
Impact Investors5,594 sh	5,594	$209.8K
ACADIAN ASSET MANAGEMENT1,552 sh	1,552	$58.0K
Opal Wealth Advisors803 sh	803	$30.1K
MAI Capital Management776 sh	776	$29.1K
NOMURA ASSET MANAGEMENT LTD630 sh	630	$23.6K
Root Financial Partners610 sh	610	$22.9K
Sound Income Strategies334 sh	334	$12.5K
STRS OHIO300 sh	300	$11.3K
TWIN PEAKS WEALTH ADVISORS223 sh	223	$8.4K
Advisory Services Network206 sh	206	$7.7K
Legacy Wealth Managment109 sh	109	$4.1K
Vermillion Wealth Management5 sh	5	$188.00
CURIO WEALTH2 sh	2	$75.00

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.