Nuance Investments, LLC Top Holdings and 13F Report (2025) About Nuance Investments, LLCInvestment ActivityNuance Investments, LLC has $2.48 billion in total holdings as of December 31, 2024.Nuance Investments, LLC owns shares of 53 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 15.27% of the portfolio was purchased this quarter.About 27.67% of the portfolio was sold this quarter.This quarter, Nuance Investments, LLC has purchased 48 new stocks and bought additional shares in 13 stocks.Nuance Investments, LLC sold shares of 28 stocks and completely divested from 7 stocks this quarter.Largest Holdings DENTSPLY SIRONA $257,102,727Estée Lauder Companies $231,858,228QIAGEN NV $184,577,367Globe Life $137,623,394Henry Schein $136,266,283 Largest New Holdings this Quarter CNH Industrial $15,870,765 HoldingTarget $14,990,084 HoldingLAM RESEARCH CORP $7,453,427 HoldingBecton, Dickinson and Company $7,270,858 HoldingEverest Group $7,242,803 Holding Largest Purchases this Quarter Estée Lauder Companies 2,033,188 shares (about $152.45M)DENTSPLY SIRONA 2,708,097 shares (about $51.40M)Rogers 170,145 shares (about $17.29M)CNH Industrial 1,400,774 shares (about $15.87M)Target 110,890 shares (about $14.99M) Largest Sales this Quarter Northern Trust 900,838 shares (about $92.34M)Clorox 516,882 shares (about $83.95M)Envista 2,544,320 shares (about $49.08M)IDACORP 408,817 shares (about $44.68M)3M 292,731 shares (about $37.79M) 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$257,102,727$51,399,683 ▲25.0%13,545,98110.4%MedicalELEstée Lauder Companies$231,858,228$152,448,419 ▲192.0%3,092,2689.4%Consumer StaplesQIAGEN NV$184,577,367$15,493,856 ▼-7.7%4,145,0127.5%SHS NEWGLGlobe Life$137,623,394$10,604,550 ▲8.3%1,234,0695.6%FinanceHSICHenry Schein$136,266,283$21,376,917 ▼-13.6%1,969,1665.5%MedicalWERNWerner Enterprises$129,764,390$11,900,261 ▼-8.4%3,612,5945.2%TransportationNTRSNorthern Trust$94,923,368$92,335,859 ▼-49.3%926,0823.8%FinanceNVSTEnvista$92,634,715$49,079,936 ▼-34.6%4,802,2143.7%MedicalSOLVENTUM CORP$89,591,725$18,703,970 ▼-17.3%1,356,2173.6%COM SHSROGRogers$82,312,347$17,288,437 ▲26.6%810,0813.3%Computer and TechnologyMMM3M$75,641,164$37,788,632 ▼-33.3%585,9573.1%Multi-Sector ConglomeratesCWTCalifornia Water Service Group$67,549,320$6,505,989 ▼-8.8%1,490,1682.7%UtilitiesKMBKimberly-Clark$66,725,844$15,357,760 ▼-18.7%509,2022.7%Consumer StaplesSJWSJW Group$61,872,420$2,561,908 ▲4.3%1,256,5482.5%UtilitiesKNXKnight-Swift Transportation$59,293,186$10,014,639 ▲20.3%1,117,8962.4%TransportationCLXClorox$58,323,314$83,946,711 ▼-59.0%359,1122.4%Consumer StaplesMRTNMarten Transport$49,902,219$8,893,017 ▲21.7%3,196,8112.0%TransportationNOCNorthrop Grumman$42,552,096$5,030,808 ▲13.4%90,6731.7%AerospaceCVGWCalavo Growers$42,419,633$676,923 ▲1.6%1,663,5151.7%Consumer StaplesIDAIDACORP$41,998,145$44,675,504 ▼-51.5%384,3171.7%UtilitiesRGAReinsurance Group of America$35,537,994$17,667,202 ▼-33.2%166,3531.4%FinanceTTCToro$30,931,405$4,013,249 ▲14.9%386,1601.2%Consumer DiscretionaryPORPortland General Electric$29,006,632$1,277,935 ▼-4.2%664,9851.2%UtilitiesAVAAvista$28,751,743$2,690,585 ▼-8.6%784,9231.2%UtilitiesGGGGraco$28,221,189$10,272,327 ▼-26.7%334,8111.1%Industrial ProductsAVOMission Produce$28,093,224$13,909,989 ▼-33.1%1,954,9911.1%Consumer StaplesMKCMcCormick & Company, Incorporated$27,752,864$18,092,806 ▼-39.5%364,0201.1%Consumer StaplesIEXIDEX$22,873,970$6,194,994 ▼-21.3%109,2930.9%Industrial ProductsAWKAmerican Water Works$20,843,984$6,592,866 ▲46.3%167,4350.8%UtilitiesLNNLindsay$20,212,712$7,090,806 ▼-26.0%170,8450.8%Industrial ProductsIWSiShares Russell Mid-Cap Value ETF$16,657,175$14,355,824 ▲623.8%128,9160.7%ETFCNHICNH Industrial$15,870,765$15,870,765 ▲New Holding1,400,7740.6%IndustrialsTGTTarget$14,990,084$14,990,084 ▲New Holding110,8900.6%Retail/WholesaleTHRMGentherm$14,211,325$158,622 ▼-1.1%355,9510.6%Auto/Tires/TrucksPEAKHealthpeak Properties$13,741,801$1,611,809 ▼-10.5%677,9380.6%FinanceATRAptarGroup$13,451,178$24,981,186 ▼-65.0%85,6220.5%Industrial ProductsHOLXHologic$10,771,202$1,100,816 ▼-9.3%149,4130.4%MedicalLAM RESEARCH CORP$7,453,427$7,453,427 ▲New Holding103,1900.3%COM NEWMWAMueller Water Products$7,316,900$33,930,426 ▼-82.3%325,1960.3%Industrial ProductsLUVSouthwest Airlines$7,313,270$16,267,838 ▼-69.0%217,5270.3%TransportationBDXBecton, Dickinson and Company$7,270,858$7,270,858 ▲New Holding32,0490.3%MedicalEGEverest Group$7,242,803$7,242,803 ▲New Holding19,9820.3%FinanceJBHTJ.B. Hunt Transport Services$7,164,530$7,164,530 ▲New Holding41,9810.3%TransportationAMATApplied Materials$7,018,087$7,018,087 ▲New Holding43,1540.3%Computer and TechnologyTE CONNECTIVITY PLC$6,982,093$8,593,081 ▼-55.2%48,8360.3%ORD SHSAREAlexandria Real Estate Equities$6,886,271$6,886,271 ▲New Holding70,5920.3%FinanceNKENIKE$6,867,737$6,867,737 ▲New Holding90,7590.3%Consumer DiscretionaryALBEMARLE CORP$6,736,051$1,422,194 ▼-17.4%165,5460.3%7.25% DEP SHS ASTSensata Technologies$6,622,930$6,622,930 ▲New Holding241,7130.3%Computer and TechnologyINDBIndependent Bank$6,579,427$405,810 ▼-5.8%102,4990.3%FinancePIIPolaris$6,304,249$6,304,249 ▲New Holding109,4110.3%Auto/Tires/TrucksTMOThermo Fisher Scientific$4,167,068$317,342 ▲8.2%8,0100.2%MedicalIJJiShares S&P Mid-Cap 400 Value ETF$341,721$341,721 ▲New Holding2,7350.0%ETFSRCLStericycle$0$42,695,339 ▼-100.0%00.0%Business ServicesEQCEquity Commonwealth$0$22,528,862 ▼-100.0%00.0%FinanceWATWaters$0$20,953,248 ▼-100.0%00.0%MedicalTOWNTowneBank$0$9,966,046 ▼-100.0%00.0%FinanceSYYSysco$0$8,844,093 ▼-100.0%00.0%Consumer StaplesKVUEKenvue$0$8,779,402 ▼-100.0%00.0%Consumer StaplesROKRockwell Automation$0$8,773,143 ▼-100.0%00.0%Computer and TechnologyShowing 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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