NUANCE INVESTMENTS, LLC
CIK: 1473182
Holdings (54)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Nov 5, 2026
- QGEN
QIAGEN NV
$59.14M
1.35M sh10.86%-15.3% - CLX
CLOROX CO DEL
$53.89M
665,198 sh9.90%+25.8% - CWT
CALIFORNIA WTR SVC GROUP
$39.69M
857,792 sh7.29%-21.7% - TECH
BIO-TECHNE CORP
$31.04M
428,379 sh5.70%+304.9% - SOLV
SOLVENTUM CORP
$23.91M
271,255 sh4.39%-25.6% - KVUE
KENVUE INC
$22.99M
1.30M sh4.22%-10.1% - KMB
KIMBERLY-CLARK CORP
$20.92M
214,737 sh3.84%+3.4% - LNN
LINDSAY CORP
$20.04M
179,048 sh3.68%-0.1% - ATR
APTARGROUP INC
$18.38M
151,678 sh3.38%-17.2% - POR
PORTLAND GEN ELEC CO
$16.86M
377,703 sh3.10%+37.7% - ACN
ACCENTURE PLC IRELAND
$16.36M
89,196 sh3.00%-34.5% - AVA
AVISTA CORP
$16.33M
465,400 sh3.00%+61.0% - ACA
ARCOSA INC
$13.82M
94,541 sh2.54%New - MRTN
MARTEN TRANS LTD
$11.41M
882,942 sh2.10%+61.5% - BDX
BECTON DICKINSON & CO
$11.39M
63,626 sh2.09%-34.1% - AIG
AMERICAN INTL GROUP INC
$11.15M
149,872 sh2.05%+274.3% - DHR
DANAHER CORP DEL
$10.03M
45,281 sh1.84%+163.8% - WERN
WERNER ENTERPRISES INC
$9.41M
276,982 sh1.73%+45.8% - HSIC
SCHEIN HENRY INC
$9.1M
108,388 sh1.67%-35.5% - AVO
MISSION PRODUCE INC
$8.93M
680,895 sh1.64%+35.9% - RAMP
LIVERAMP HLDGS INC
$8.24M
219,620 sh1.51%+172.6% - WTRG
ESSENTIAL UTILS INC
$8.07M
206,016 sh1.48%-13.8% - EG
EVEREST GROUP LTD
$7.51M
20,558 sh1.38%-27.6% - NKE
NIKE INC
$7.09M
200,343 sh1.30%-9.3% - GGG
GRACO INC
$6.94M
90,292 sh1.27%+16.2% - ALC
ALCON AG
$6.48M
100,049 sh1.19%-9.7% - HTO
H2O AMERICA
$5.74M
93,068 sh1.05%-39.7% - ARE
ALEXANDRIA REAL ESTATE EQ IN
$5.35M
112,638 sh0.98%-11.1% - DGX
QUEST DIAGNOSTICS INC
$5.31M
22,784 sh0.98%-17.1% - AWK
AMERICAN WTR WKS CO INC NEW
$5.2M
40,148 sh0.95%+11.6% - STE
STERIS PLC
$5.17M
24,638 sh0.95%+75.1% - SAFT
SAFETY INS GROUP INC
$4.32M
41,665 sh0.79%New - MKTX
MARKETAXESS HLDGS INC
$4.21M
25,690 sh0.77%New - NOC
NORTHROP GRUMMAN CORP
$3.83M
7,932 sh0.70%-13.0% - CALM
CAL MAINE FOODS INC
$3.19M
46,875 sh0.59%-9.7% - ATKR
ATKORE INC
$2.9M
30,600 sh0.53%New - MWA
MUELLER WTR PRODS INC
$2.74M
129,086 sh0.50%New - ED
CONSOLIDATED EDISON INC
$2.7M
26,451 sh0.50%+88.5% - TOWN
TOWNEBANK PORTSMOUTH VA
$2.69M
75,383 sh0.49%-12.0% - MSEX
MIDDLESEX WTR CO
$2.67M
50,485 sh0.49%-41.2% - ALG
ALAMO GROUP INC
$2.62M
16,945 sh0.48%-13.8% - XYL
XYLEM INC
$2.59M
25,621 sh0.48%+88.7% - IWS
ISHARES TR
$1.76M
10,939 sh0.32%-52.1% - TMO
THERMO FISHER SCIENTIFIC INC
$1.72M
2,545 sh0.32%-92.9% - WAT
WATERS CORP
$1.67M
3,810 sh0.31%-64.6% - GL
GLOBE LIFE INC
$1.65M
9,960 sh0.30%-7.4% - IEX
IDEX CORP
$1.59M
6,956 sh0.29%-6.7% - MMM
3M CO
$1.49M
9,070 sh0.27%-56.0% - A
AGILENT TECHNOLOGIES INC
$1.4M
8,151 sh0.26%-38.4% - DOC
HEALTHPEAK PROPERTIES INC
$1.36M
68,034 sh0.25%-53.8%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 QGEN QIAGEN NV | 1.35M | $59.14M | -15.3% | 10.86% | Q3 2026 |
 CLX CLOROX CO DEL | 665,198 | $53.89M | +25.8% | 9.90% | Q3 2026 |
 CWT CALIFORNIA WTR SVC GROUP | 857,792 | $39.69M | -21.7% | 7.29% | Q3 2026 |
 TECH BIO-TECHNE CORP | 428,379 | $31.04M | +304.9% | 5.70% | Q3 2026 |
 SOLV SOLVENTUM CORP | 271,255 | $23.91M | -25.6% | 4.39% | Q3 2026 |
 KVUE KENVUE INC | 1.30M | $22.99M | -10.1% | 4.22% | Q3 2026 |
 KMB KIMBERLY-CLARK CORP | 214,737 | $20.92M | +3.4% | 3.84% | Q3 2026 |
 LNN LINDSAY CORP | 179,048 | $20.04M | -0.1% | 3.68% | Q3 2026 |
 ATR APTARGROUP INC | 151,678 | $18.38M | -17.2% | 3.38% | Q3 2026 |
 POR PORTLAND GEN ELEC CO | 377,703 | $16.86M | +37.7% | 3.10% | Q3 2026 |
 ACN ACCENTURE PLC IRELAND | 89,196 | $16.36M | -34.5% | 3.00% | Q3 2026 |
 AVA AVISTA CORP | 465,400 | $16.33M | +61.0% | 3.00% | Q3 2026 |
 ACA ARCOSA INC | 94,541 | $13.82M | New | 2.54% | Q3 2026 |
 MRTN MARTEN TRANS LTD | 882,942 | $11.41M | +61.5% | 2.10% | Q3 2026 |
 BDX BECTON DICKINSON & CO | 63,626 | $11.39M | -34.1% | 2.09% | Q3 2026 |
 AIG AMERICAN INTL GROUP INC | 149,872 | $11.15M | +274.3% | 2.05% | Q3 2026 |
 DHR DANAHER CORP DEL | 45,281 | $10.03M | +163.8% | 1.84% | Q3 2026 |
 WERN WERNER ENTERPRISES INC | 276,982 | $9.41M | +45.8% | 1.73% | Q3 2026 |
 HSIC SCHEIN HENRY INC | 108,388 | $9.1M | -35.5% | 1.67% | Q3 2026 |
 AVO MISSION PRODUCE INC | 680,895 | $8.93M | +35.9% | 1.64% | Q3 2026 |
 RAMP LIVERAMP HLDGS INC | 219,620 | $8.24M | +172.6% | 1.51% | Q3 2026 |
 WTRG ESSENTIAL UTILS INC | 206,016 | $8.07M | -13.8% | 1.48% | Q3 2026 |
 EG EVEREST GROUP LTD | 20,558 | $7.51M | -27.6% | 1.38% | Q3 2026 |
 NKE NIKE INC | 200,343 | $7.09M | -9.3% | 1.30% | Q3 2026 |
 GGG GRACO INC | 90,292 | $6.94M | +16.2% | 1.27% | Q3 2026 |
 ALC ALCON AG | 100,049 | $6.48M | -9.7% | 1.19% | Q3 2026 |
 HTO H2O AMERICA | 93,068 | $5.74M | -39.7% | 1.05% | Q3 2026 |
 ARE ALEXANDRIA REAL ESTATE EQ IN | 112,638 | $5.35M | -11.1% | 0.98% | Q3 2026 |
 DGX QUEST DIAGNOSTICS INC | 22,784 | $5.31M | -17.1% | 0.98% | Q3 2026 |
 AWK AMERICAN WTR WKS CO INC NEW | 40,148 | $5.2M | +11.6% | 0.95% | Q3 2026 |
 STE STERIS PLC | 24,638 | $5.17M | +75.1% | 0.95% | Q3 2026 |
 SAFT SAFETY INS GROUP INC | 41,665 | $4.32M | New | 0.79% | Q3 2026 |
 MKTX MARKETAXESS HLDGS INC | 25,690 | $4.21M | New | 0.77% | Q3 2026 |
 NOC NORTHROP GRUMMAN CORP | 7,932 | $3.83M | -13.0% | 0.70% | Q3 2026 |
 CALM CAL MAINE FOODS INC | 46,875 | $3.19M | -9.7% | 0.59% | Q3 2026 |
 ATKR ATKORE INC | 30,600 | $2.9M | New | 0.53% | Q3 2026 |
 MWA MUELLER WTR PRODS INC | 129,086 | $2.74M | New | 0.50% | Q3 2026 |
 ED CONSOLIDATED EDISON INC | 26,451 | $2.7M | +88.5% | 0.50% | Q3 2026 |
 TOWN TOWNEBANK PORTSMOUTH VA | 75,383 | $2.69M | -12.0% | 0.49% | Q3 2026 |
 MSEX MIDDLESEX WTR CO | 50,485 | $2.67M | -41.2% | 0.49% | Q3 2026 |
 ALG ALAMO GROUP INC | 16,945 | $2.62M | -13.8% | 0.48% | Q3 2026 |
 XYL XYLEM INC | 25,621 | $2.59M | +88.7% | 0.48% | Q3 2026 |
 IWS ISHARES TR | 10,939 | $1.76M | -52.1% | 0.32% | Q3 2026 |
 TMO THERMO FISHER SCIENTIFIC INC | 2,545 | $1.72M | -92.9% | 0.32% | Q3 2026 |
 WAT WATERS CORP | 3,810 | $1.67M | -64.6% | 0.31% | Q3 2026 |
 GL GLOBE LIFE INC | 9,960 | $1.65M | -7.4% | 0.30% | Q3 2026 |
 IEX IDEX CORP | 6,956 | $1.59M | -6.7% | 0.29% | Q3 2026 |
 MMM 3M CO | 9,070 | $1.49M | -56.0% | 0.27% | Q3 2026 |
 A AGILENT TECHNOLOGIES INC | 8,151 | $1.4M | -38.4% | 0.26% | Q3 2026 |
 DOC HEALTHPEAK PROPERTIES INC | 68,034 | $1.36M | -53.8% | 0.25% | Q3 2026 |
1-50 of 54 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About NUANCE INVESTMENTS, LLC
NUANCE INVESTMENTS, LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1473182). Signal8 holds 21 13F filings from it. Its SEC filings list Kansas as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Nov 5, 2026. That report lists 54 securities, not counting options, up from 52 in Q2 2026.
Its five largest reported positions, in order, are QIAGEN NV (QGEN), CLOROX CO DEL (CLX), CALIFORNIA WTR SVC GROUP (CWT), BIO-TECHNE CORP (TECH) and SOLVENTUM CORP (SOLV). The next five are KENVUE INC (KVUE), KIMBERLY-CLARK CORP (KMB), LINDSAY CORP (LNN), APTARGROUP INC (ATR) and PORTLAND GEN ELEC CO (POR).
Recent 13F filings by NUANCE INVESTMENTS, LLC
- Q3 2026: 13F-HR filed Nov 5, 2026, listing 54 securities.
- Q2 2026: 13F-HR filed Aug 7, 2026, listing 52 securities.
- Q1 2026: 13F-HR filed May 8, 2026, listing 43 securities.
- Q4 2025: 13F-HR filed Feb 10, 2026, listing 45 securities.
- Q3 2025: 13F-HR filed Nov 5, 2025, listing 46 securities.
- Q2 2025: 13F-HR filed Aug 7, 2025, listing 46 securities.