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Nine Energy Service (NINE): which funds own it

Energy →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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2 concentrated managers hold it (−1 vs last quarter) with a median weight of 2.8%.

Who owns Nine Energy Service?

Holders reporting more than 5% of the shares to the SEC (Schedules 13D/13G): Philosophy Capital Management, 17.0% (13G/A filed Aug 14, 2026), MacKay Shields, 11.9% (13G filed Mar 31, 2026), Adage Capital Management, 9.7% (13G filed Jul 9, 2026), CastleKnight Master Fund, 8.3% (13G filed Apr 9, 2026) and Algebris Investments (us), 6.0% (13G filed Jul 2, 2026). Monroe William is listed on Form 4 filings as an owner of more than 10%. As of Jun 30, 2026, the largest holders reported on Form 13F were MacKay Shields (21.6% of the shares), Philosophy Capital Management (17.0%) and Adage Capital Partners Gp, L.l.c (9.3%).

Which institutions hold the most Nine Energy Service shares?

Per Form 13F filings as of Jun 30, 2026, as a share of all shares outstanding:

  1. 1. MacKay Shields: 21.6%
  2. 2. Philosophy Capital Management: 17.0%
  3. 3. Adage Capital Partners Gp, L.l.c: 9.3%
  4. 4. CastleKnight Management: 7.4%
  5. 5. Algebris (uk): 6.0%
  6. 6. Jeffrey L Gendell: 4.4%
  7. 7. Vanguard Capital Management: 3.7%
  8. 8. Cygnus Capital Advisors: 3.6%
  9. 9. Nomura Holdings: 3.5%
  10. 10. Mackenzie Financial: 2.6%

How much of Nine Energy Service do institutions own?

The 28 institutions that file 13F reported 86.4% of the shares as of Jun 30, 2026.

Sources:13G/A by Philosophy Capital Management (Aug 14, 2026) ↗13G by MacKay Shields (Mar 31, 2026) ↗13G by Adage Capital Management (Jul 9, 2026) ↗13G by CastleKnight Master Fund (Apr 9, 2026) ↗13G by Algebris Investments (us) (Jul 2, 2026) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (May 11, 2026). Entities of the same group file separately and are not added up. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Nine Energy Service revenue

Nine Energy Service reported annual revenue of $561.9 million for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).

Concentrated managers
2
All 13F: 28
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$13.01
+58.7% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (3 → 2): 0 opened · 1 exited = −1

Net flow in the quarter: −$759K (−58 K shares) · bought $560K and sold $1.3MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of NINE (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Held by institutions (13F)

Institutions (13F): 86.4% of the shares · top 10: 79.1% · in index firms: 6.7% of the institutional total

Share of the stock held by 13F filers

Q2 2026: 86.4%

86.4%26.9%
Q1 2026Q2 2026

Shares reported by the 28 13F filers as of Jun 30, 2026, divided by the shares outstanding on the cover of the company's latest report (May 11, 2026). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.

Fundamentals

Balance sheet only, for now. We do not have this company's 12-month figures yet (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once they are available, this section fills in automatically.

Balance sheet as of Jun 30, 2026
Cash and equivalents
$16.8M
Total debt
$99.0M
Net debt
$82.1M
Shareholders' equity
$130M

Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Mar 10, 2026Seriousfiling ↗

    Bankruptcy or receivership (Item 1.03)

  • Feb 6, 2026Seriousfiling ↗

    Notice of delisting or failure to meet a listing rule (Item 3.01)

  • Feb 2, 2026Seriousfiling ↗

    Bankruptcy or receivership (Item 1.03)

  • Feb 2, 2026Mediumfiling ↗

    Event that accelerates or increases a debt obligation (Item 2.04)

  • May 22, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • May 15, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Apr 24, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Mar 13, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Energy stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Energy →

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