NCMI · NASDAQ · Advertising Agencies

National CineMedia (NCMI)

Sells on-screen, lobby, digital, and out-of-home advertising around moviegoing audiences.

$2.22
After-hours close−0.01 (−0.45%)
At close$2.23(−0.45%)

13F · 13D/G · Form 4

Institutions89.74%84.41M shares
111 holders · as of Jun 30, 2026
Insiders1.37%1.29M shares
10 holders · as of Aug 18, 2026
Strategic holders8.66%8.15M shares
1 holder · as of Nov 20, 2024
Other0.23%222.0K shares
remainder

94.07M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Blantyre Capital LtdInstitution
28.86%27.14Mas of Jun 30, 2026
Orbis Investment Management LtdInstitution
11.81%11.11Mfiled Sep 8, 2026
Hotchkis & Wiley Capital Management LLCInstitution
10.05%9.45Mas of Jun 30, 2026
Orbis Allan Gray LtdInstitution
9.90%9.31Mas of Jun 30, 2026
Blantyre Capital ICAVStrategic10 percent owner
8.66%8.15Mfiled Nov 20, 2024
BlackRock, Inc.Institution
6.14%5.77Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.42%3.22Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
3.42%3.22Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.25%2.12Mas of Jun 30, 2026
Barclays PLCInstitution
2.14%2.01Mas of Jun 30, 2026
Luxor Capital Group, LPInstitution
2.08%1.96Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
2.00%1.88Mas of Jun 30, 2026
JPMorgan Chase & CoInstitution
1.92%1.81Mas of Jun 30, 2026
Glendon Capital Management LPInstitution
1.78%1.68Mas of Jun 30, 2026
State Street CorpInstitution
1.69%1.59Mas of Jun 30, 2026
Whitebox Advisors LLCInstitution
1.43%1.34Mas of Jun 30, 2026
Evr Research LPInstitution
1.23%1.16Mas of Jun 30, 2026
Bank of New York Mellon CorpInstitution
0.74%698,209as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
0.71%663,842as of Jun 30, 2026
Wasatch Advisors, Inc.Institution
0.70%654,603filed Feb 10, 2022
Charles Schwab Investment Management IncInstitution
0.69%648,996as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.69%648,996as of Jun 30, 2026
Northern Trust CorpInstitution
0.64%599,154as of Jun 30, 2026
Contrarian Capital Management, L.L.C.Institution
0.63%596,231as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.63%589,074as of Jun 30, 2026

13F, as of Jun 30, 2026

111 holders · 84.41M shares · 21 new positions · 57 increased · 34 reduced · 13 closed

HolderShares% outstandingChg q/qFiled
Blantyre Capital Ltd27.14M28.86%0Aug 14, 2026
Hotchkis & Wiley Capital Management LLC9.45M10.05%+1.55MAug 14, 2026
Orbis Allan Gray Ltd9.31M9.90%+175.9KAug 14, 2026
BlackRock, Inc.5.77M6.14%+422.6KAug 7, 2026
Vanguard Capital Management LLC3.22M3.42%−7.0KAug 13, 2026
Wellington Management Group LLP3.22M3.42%+445.0KAug 14, 2026
Geode Capital Management, LLC2.12M2.25%+95.5KAug 12, 2026
Barclays PLC2.01M2.14%−153.1KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Blantyre Capital Limitedincl. Blantyre Capital ICAV, Blantyre Mulanje III GP Limited +7 more29.00%27.14M13DSep 29, 2025
Orbis Investment Management Ltd11.80%11.11M13GSep 8, 2026
Hotchkis and Wiley Capital Management, LLC8.48%7.90M13GMay 15, 2026
BlackRock, Inc.6.00%5.70MNov 8, 2024

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 3, 2026
Thomas F. Lesinskidirector, officer: Chief Executive Officer
Sale50,623$4.18550,661
Aug 3, 2026
Ronnie Y. Ngofficer: Chief Financial Officer
Sale1,000$4.05204,095
Jul 2, 2026
Thomas F. Lesinskidirector, officer: Chief Executive Officer
Sale70,168$3.77526,724
Jul 2, 2026
Ronnie Y. Ngofficer: Chief Financial Officer
Sale32,328$3.77205,095
Jul 2, 2026
Maria VG Woodsofficer: Chief Legal Officer
Sale12,058$3.77163,162
Jun 26, 2026
Thomas F. Lesinskidirector, officer: Chief Executive Officer
Sale28,900$3.62493,559
Jun 25, 2026
Thomas F. Lesinskidirector, officer: Chief Executive Officer
Sale46,100$3.55522,459
Jun 22, 2026
Ronnie Y. Ngofficer: Chief Financial Officer
Sale19,000$3.42185,757
May 4, 2026
Thomas F. Lesinskidirector, officer: Chief Executive Officer
Sale20,181$3.45568,559
May 4, 2026
Ronnie Y. Ngofficer: Chief Financial Officer
Sale12,925$3.45204,757

House and Senate disclosures

Not reported.