Nuance Investments, LLC Top Holdings and 13F Report (2024) About Nuance Investments, LLCInvestment ActivityNuance Investments, LLC has $2.98 billion in total holdings as of September 30, 2024.Nuance Investments, LLC owns shares of 48 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 13.28% of the portfolio was purchased this quarter.About 38.16% of the portfolio was sold this quarter.This quarter, Nuance Investments, LLC has purchased 48 new stocks and bought additional shares in 10 stocks.Nuance Investments, LLC sold shares of 32 stocks and completely divested from 6 stocks this quarter.Largest Holdings DENTSPLY SIRONA $293,273,143QIAGEN NV $204,743,910Henry Schein $166,072,116Northern Trust $164,477,467Werner Enterprises $152,194,794 Largest New Holdings this Quarter Toro $29,146,244 HoldingGentherm $16,754,476 HoldingTE CONNECTIVITY PLC $16,482,870 HoldingALBEMARLE CORP $9,022,424 HoldingSysco $8,844,093 Holding Largest Purchases this Quarter Estée Lauder Companies 972,799 shares (about $96.98M)Globe Life 693,346 shares (about $73.43M)Henry Schein 414,748 shares (about $30.24M)Werner Enterprises 776,277 shares (about $29.96M)Rogers 263,898 shares (about $29.82M) Largest Sales this Quarter 3M 1,716,212 shares (about $234.29M)Clorox 721,680 shares (about $117.57M)American Water Works 503,584 shares (about $73.64M)Mueller Water Products 3,375,069 shares (about $73.24M)California Water Service Group 1,041,933 shares (about $56.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNuance Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXRAYDENTSPLY SIRONA$293,273,143$1,137,386 ▼-0.4%10,837,8849.9%MedicalQIAGEN NV$204,743,910$35,478,067 ▼-14.8%4,492,9546.9%SHS NEWHSICHenry Schein$166,072,116$30,235,131 ▲22.3%2,278,0815.6%MedicalNTRSNorthern Trust$164,477,467$40,989,364 ▼-19.9%1,826,9205.5%FinanceWERNWerner Enterprises$152,194,794$29,956,522 ▲24.5%3,943,8935.1%TransportationNVSTEnvista$145,167,682$6,090,454 ▲4.4%7,346,5344.9%MedicalCLXClorox$142,708,189$117,568,894 ▼-45.2%875,9944.8%Consumer StaplesGLGlobe Life$120,629,147$73,432,267 ▲155.6%1,138,9784.1%FinanceMMM3M$119,956,748$234,293,868 ▼-66.1%878,6884.0%Multi-Sector ConglomeratesSOLVENTUM CORP$114,295,696$38,419,696 ▼-25.2%1,639,3533.8%COM SHSELEstée Lauder Companies$105,579,654$96,978,304 ▲1,127.5%1,059,0803.5%Consumer StaplesKMBKimberly-Clark$89,123,672$39,670,215 ▼-30.8%626,4013.0%Consumer StaplesCWTCalifornia Water Service Group$88,578,563$56,493,434 ▼-38.9%1,633,6933.0%UtilitiesIDAIDACORP$81,764,210$33,127,054 ▼-28.8%793,1342.7%UtilitiesROGRogers$72,319,200$29,823,126 ▲70.2%639,9362.4%Computer and TechnologySJWSJW Group$69,994,623$20,972,429 ▼-23.1%1,204,5192.4%UtilitiesRGAReinsurance Group of America$54,259,523$41,282,274 ▼-43.2%249,0531.8%FinanceKNXKnight-Swift Transportation$50,124,025$21,396,946 ▲74.5%929,0831.7%TransportationMKCMcCormick & Company, Incorporated$49,489,793$37,107,921 ▼-42.9%601,3341.7%Consumer StaplesCVGWCalavo Growers$46,702,718$9,381,233 ▲25.1%1,636,9691.6%Consumer StaplesMRTNMarten Transport$46,499,872$5,365,437 ▲13.0%2,627,1111.6%TransportationSRCLStericycle$42,695,339$3,592,349 ▲9.2%699,9241.4%Business ServicesNOCNorthrop Grumman$42,217,102$11,778,631 ▼-21.8%79,9531.4%AerospaceGGGGraco$39,964,060$279,419 ▼-0.7%456,6801.3%Industrial ProductsMWAMueller Water Products$39,780,819$73,239,016 ▼-64.8%1,833,2171.3%Industrial ProductsATRAptarGroup$39,188,424$10,279,078 ▼-20.8%244,6371.3%Industrial ProductsAVOMission Produce$37,472,588$1,203,465 ▼-3.1%2,922,9791.3%Consumer StaplesAVAAvista$33,262,072$12,245,737 ▼-26.9%858,3761.1%UtilitiesPORPortland General Electric$33,256,131$11,879,783 ▼-26.3%694,2821.1%UtilitiesIEXIDEX$29,792,461$954,522 ▼-3.1%138,8931.0%Industrial ProductsTTCToro$29,146,244$29,146,244 ▲New Holding336,0571.0%Consumer DiscretionaryLNNLindsay$28,764,315$4,893,619 ▼-14.5%230,7791.0%Industrial ProductsEQCEquity Commonwealth$22,528,862$5,730,223 ▼-20.3%1,132,1040.8%FinanceWATWaters$20,953,248$9,965,775 ▼-32.2%58,2230.7%MedicalLUVSouthwest Airlines$20,782,489$1,559,605 ▼-7.0%701,4000.7%TransportationPEAKHealthpeak Properties$17,322,985$10,498,192 ▼-37.7%757,4550.6%FinanceTHRMGentherm$16,754,476$16,754,476 ▲New Holding359,9240.6%Auto/Tires/TrucksAWKAmerican Water Works$16,741,026$73,644,369 ▼-81.5%114,4760.6%UtilitiesTE CONNECTIVITY PLC$16,482,870$16,482,870 ▲New Holding108,9400.6%ORD SHSHOLXHologic$13,415,035$12,071,031 ▼-47.4%164,6830.5%MedicalTOWNTowneBank$9,966,046$13,957,185 ▼-58.3%301,4530.3%FinanceALBEMARLE CORP$9,022,424$9,022,424 ▲New Holding200,4980.3%7.25% DEP SHS ASYYSysco$8,844,093$8,844,093 ▲New Holding113,2990.3%Consumer StaplesKVUEKenvue$8,779,402$18,018,165 ▼-67.2%379,5680.3%Consumer StaplesROKRockwell Automation$8,773,143$8,773,143 ▲New Holding32,6800.3%Computer and TechnologyINDBIndependent Bank$6,434,581$20,316,344 ▼-75.9%108,8210.2%FinanceTMOThermo Fisher Scientific$4,577,308$3,371,125 ▼-42.4%7,4000.2%MedicalIWSiShares Russell Mid-Cap Value ETF$2,349,433$4,129,678 ▼-63.7%17,8110.1%ETFILMNIllumina$0$40,126,106 ▼-100.0%00.0%MedicalLMTLockheed Martin$0$25,390,533 ▼-100.0%00.0%AerospaceHRHealthcare Realty Trust$0$23,856,775 ▼-100.0%00.0%FinanceCALMCal-Maine Foods$0$19,892,784 ▼-100.0%00.0%Basic MaterialsTELTE Connectivity$0$19,624,507 ▼-100.0%00.0%Computer and TechnologyALBAlbemarle$0$10,635,006 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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