Nuance Investments, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$717.1M
Q ending 2026-03-31
Prior quarter
$907.6M
Q ending 2025-12-31
Change
-21.0% QoQ · -52.9% YoY
Positions
43
reported holdings
Largest positions
All 43 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| California Wtr Svc Group | CWT | Shares | $72.7M | 1.6M |
| Marten Trans Ltd | MRTN | Shares | $63.2M | 4.8M |
| Qiagen Nv | Shares | $52.9M | 1.3M | |
| Clorox Co Del | CLX | Shares | $52.7M | 508K |
| Werner Enterprises Inc | WERN | Shares | $44.7M | 1.5M |
| Solventum Corp | SOLV | Shares | $43.8M | 671K |
| Masimo Corp | MASI* | Shares | $43.5M | 245K |
| Kimberly-Clark Corp | KMB | Shares | $29.7M | 308K |
| Kenvue Inc | KVUE | Shares | $28.5M | 1.7M |
| H2O America | HTO | Shares | $23.0M | 392K |
| Globe Life Inc | GL | Shares | $21.8M | 157K |
| Aptargroup Inc | ATR | Shares | $19.6M | 155K |
| Lindsay Corp | LNN | Shares | $19.3M | 162K |
| Everest Group Ltd | Shares | $17.5M | 54K | |
| Becton Dickinson & Co | BDX | Shares | $16.8M | 107K |
| Thermo Fisher Scientific Inc | TMO | Shares | $14.9M | 30K |
| Calavo Growers Inc | Shares | $14.7M | 570K | |
| Avista Corp | AVA | Shares | $14.6M | 363K |
| Schein Henry Inc | HSIC | Shares | $14.3M | 194K |
| Waters Corp | WAT | Shares | $12.1M | 41K |
| Idex Corp | IEX | Shares | $8.5M | 45K |
| Essential Utils Inc | WTRG | Shares | $7.8M | 195K |
| Cnh Indl N V | Shares | $7.2M | 653K | |
| Nike Inc | NKE | Shares | $6.8M | 129K |
| Portland Gen Elec Co | POR | Shares | $6.8M | 128K |
| Alexandria Real Estate Eq In | ARE | Shares | $6.5M | 141K |
| Quest Diagnostics Inc | DGX | Shares | $4.8M | 25K |
| Mission Produce Inc | AVO | Shares | $4.1M | 302K |
| Semrush Hldgs Inc | 628 | Shares | $4.0M | 335K |
| Reinsurance Group Amer Inc | RGA | Shares | $3.9M | 19K |
| American Intl Group Inc | AIG | Shares | $3.9M | 52K |
| 3M Co | MMM | Shares | $3.8M | 26K |
| Healthpeak Properties Inc | DOC | Shares | $3.8M | 229K |
| Agilent Technologies Inc | A | Shares | $3.8M | 33K |
| Ishares Tr | IWS | Shares | $3.7M | 25K |
| Middlesex Wtr Co | MSEX | Shares | $3.0M | 57K |
| Lauder Estee Cos Inc | EL | Shares | $2.6M | 36K |
| Northern Tr Corp | NTRS | Shares | $2.2M | 16K |
| Graco Inc | GGG | Shares | $2.0M | 23K |
| Amer States Wtr Co | AWR | Shares | $2.0M | 26K |
| American Wtr Wks Co Inc New | AWK | Shares | $1.9M | 14K |
| Abbott Laboratories | ABT | Shares | $1.9M | 19K |
| Danaher Corp Del | DHR | Shares | $1.9M | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.