Nov Inc (NOV) 13F Positioning & Ownership Changes (Q2 2026)

NOV ranks #1207 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

NOV is a top-conviction position for Oldfield Partners LLP — at 15.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in NOV belongs to BlackRock, Inc., but the position matters far more to Oldfield Partners LLP, who has 15.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its NOV position for two straight quarters, increasing it by $410.5M to reach $416.0M today.

Hotchkis & Wiley Capital Management LLC has trimmed its NOV position for two straight quarters, cutting it by $241.2M while still holding $266.3M.

NOV is up 1.1% today, and institutions have been net buyers of $233.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

NOV posted net income of $91.0M over the trailing twelve months, and currently trades at a P/E of 86.5.

• Profitable — net income of $91.0M over the trailing twelve months
• Revenue declined 1.4% year over year
• Net income declined year over year, from $589.0M to $91.0M
• Generated $1.3B in positive operating cash flow
• Current ratio of 2.42x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.79x equity — within a conventional range