Q2 2026 13F · SEC CIK 1473182

Nuance Investments, LLC

Asset managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $587.7M
Reported positions: 52
Top holdings a year, 3 yrs: +15.0%
Assets under management: $984.3M

Nuance Investments, LLC is an asset manager that reported 52 positions worth $587.7M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Qiagen NV (QGEN, 10.6%), California Wtr Svc Group (CWT, 9.1%), Clorox Company (CLX, 8.6%). A portfolio copying its top holdings returned 15.0% a year over the last 3 years, against 22.3% for the S&P 500.

Nuance Investments, LLC holdings largest 50 of 52 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Nuance Investments, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QGENQiagen NV	10.6%	7.4%	1,595,726	+20.9%	$62.4M
CWTCalifornia Wtr Svc Group	9.1%	10.1%	1,096,077	-31.7%	$53.3M
CLXClorox Company	8.6%	7.3%	528,738	+4.1%	$50.5M
TMHCTaylor Morrison Home Corp	6.4%	New	528,263	—	$37.9M
SOLVSolventum Corporation Common S	4.8%	6.1%	364,530	-45.7%	$28.1M
KVUEKenvue Inc	4.7%	4.0%	1,448,488	-12.5%	$27.7M
ATRAptargroup Inc	3.9%	2.7%	183,170	+17.9%	$22.9M
KMBKimberly-Clark Corp	3.9%	4.1%	207,780	-32.5%	$22.8M
LNNLindsay Corp	3.8%	2.7%	179,283	+10.9%	$22.2M
TMOThermo Fisher Scientific Inc	3.0%	2.1%	35,664	+17.6%	$17.9M
ACNAccenture PLC Ireland	2.9%	New	136,204	—	$16.9M
BDXBecton Dickinson & Co	2.5%	2.3%	96,615	-9.5%	$14.6M
PORPortland Gen Elec Co	2.4%	0.9%	274,376	+113.6%	$14.2M
HSICSchein Henry Inc Com	2.4%	2.0%	168,165	-13.3%	$14.0M
AVAAvista Corp	2.0%	2.0%	289,030	-20.4%	$11.8M
REEverest Group Ltd	1.7%	2.4%	28,398	-47.0%	$10.1M
MRTNMarten Trans Ltd	1.6%	8.8%	546,871	-88.6%	$9.5M
SJWH2o America	1.6%	3.2%	154,446	-60.6%	$9.4M
WTRGEssential Utils Inc Com	1.6%	1.1%	238,896	+22.6%	$9.2M
NKENike Inc	1.5%	0.9%	220,836	+71.2%	$9.1M
WERNWerner Enterprises Inc	1.4%	6.2%	189,945	-87.5%	$8.3M
TECHBio-Techne Corp	1.3%	New	105,796	—	$7.5M
ALCAlcon Inc	1.3%	New	110,772	—	$7.4M
AREAlexandria Real Estate Eq in	1.1%	0.9%	126,634	-10.0%	$6.7M
CNHICnh Indl N V	1.1%	1.0%	572,723	-12.3%	$6.4M
AVOMission Produce Inc	1.0%	0.6%	501,087	+66.2%	$5.9M
GGGGraco Inc	1.0%	0.3%	77,729	+232.6%	$5.9M
DGXQuest Diagnostics Inc	1.0%	0.7%	27,470	+11.9%	$5.8M
MSEXMiddlesex Wtr Co	0.8%	0.4%	85,830	+50.1%	$4.8M
AWKAmerican Wtr Wks Co Inc New Com	0.8%	0.3%	35,967	+152.3%	$4.7M
NOCNorthrop Grumman Corp	0.8%	New	9,113	—	$4.6M
CALMCal Maine Foods Inc	0.7%	New	51,918	—	$4.2M
WATWaters Corp	0.7%	1.7%	10,762	-73.4%	$4.0M
IWSIshares Tr	0.6%	0.5%	22,856	-10.2%	$3.8M
MMM3m Co	0.6%	0.5%	20,612	-22.1%	$3.3M
DHRDanaher Corp Del	0.6%	0.3%	17,162	+72.3%	$3.3M
ALGAlamo Group Inc	0.6%	New	19,651	—	$3.2M
PEAKHealthpeak Properties Inc	0.5%	0.5%	147,135	-35.7%	$3.1M
RGAReinsurance Group America	0.5%	0.6%	14,675	-24.0%	$3.1M
TOWNTownebank	0.5%	New	85,643	—	$3.1M
RAMPLiveramp Holdings Inc	0.5%	New	80,575	—	$3.0M
AIGAmerican Intl Group Inc	0.5%	0.5%	40,045	-22.6%	$3.0M
STESteris PLC	0.5%	New	14,072	—	$3.0M
WDAYWorkday Inc Cl A	0.5%	New	23,357	—	$2.9M
GLGlobe Life Inc	0.3%	3.0%	10,760	-93.1%	$1.9M
AAgilent Technologies Inc	0.3%	0.5%	13,235	-59.8%	$1.8M
IEXIdex Corp	0.3%	1.2%	7,459	-83.4%	$1.7M
XYLXylem Inc	0.3%	New	13,576	—	$1.6M
ELLauder Estee Cos Inc	0.3%	0.4%	20,227	-43.6%	$1.6M
EDConsolidated Edison Inc	0.3%	New	14,030	—	$1.6M

What Nuance Investments, LLC bought and sold in Q2 2026, against Q1 2026.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.0% /yr; S&P 500 +11.7%
3 years: +15.0% /yr; S&P 500 +22.3%
5 years: +4.1% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$587.7M	52
Q1 2026	$717.1M	43
Q4 2025	$907.6M	45
Q3 2025	$982.1M	46
Q2 2025	$1.3B	46
Q1 2025	$1.5B	49
Q4 2024	$2.5B	53
Q3 2024	$3.0B	48
Q2 2024	$3.3B	48
Q1 2024	$3.8B	49
Q4 2023	$4.4B	47
Q3 2023	$4.1B	48

Questions about Nuance Investments, LLC's portfolio

What stocks does Nuance Investments, LLC own?

Nuance Investments, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 52 positions worth $587.7M. The largest are Qiagen NV (QGEN) at 10.6%, California Wtr Svc Group (CWT) at 9.1%, Clorox Company (CLX) at 8.6%, Taylor Morrison Home Corp (TMHC) at 6.4% and Solventum Corporation Common S (SOLV) at 4.8%.

What did Nuance Investments, LLC buy last quarter?

In Q2 2026, Nuance Investments, LLC added a new position in Taylor Morrison Home Corp (TMHC), a new position in Accenture PLC Ireland (ACN), a new position in Bio-Techne Corp (TECH), a new position in Alcon Inc (ALC), a new position in Northrop Grumman Corp (NOC), Graco Inc (GGG) (+232.6% shares), American Wtr Wks Co Inc New Com (AWK) (+152.3% shares) and Portland Gen Elec Co (POR) (+113.6% shares), compared with its Q1 2026 filing.

What did Nuance Investments, LLC sell last quarter?

In Q2 2026, Nuance Investments, LLC cut from its top 50 Masimo Corp (MASI), cut from its top 50 Calavo Growers Inc (CVGW), cut from its top 50 Semrush Holdings Inc (SEMR), cut from its top 50 Northern Trust Corp (NTRS), cut from its top 50 American States Water Co (AWR), Globe Life Inc (GL) (-93.1% shares), Marten Trans Ltd (MRTN) (-88.6% shares) and Werner Enterprises Inc (WERN) (-87.5% shares), compared with its Q1 2026 filing.

How has Nuance Investments, LLC's portfolio performed?

A portfolio copying Nuance Investments, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.0% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +19.0% against +11.7%. Over 5 years: +4.1% a year against +10.6%.

When is Nuance Investments, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Nuance Investments, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Nuance Investments, LLC manage?

Nuance Investments, LLC reported $984.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $587.7M.