NMGNYSEMiscellaneous Metal OresFiscal year ends December 31
Nouveau Monde Graphite Inc.
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 40-F on Mar 26, 2026
$0.95+0.00 (+0.50%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
24.0%
39M of 161M shares
Institutional holders
59
20 new, 13 sold out
Net institutional buying
19M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Investissement Quebec | 85,751,341 | 24.10% | 13D (active) amendment | May 15, 2026 |
| Canada Growth Fund Inc. | 84,134,998 | 24.10% | 13D (active) amendment | May 13, 2026 |
| Mason Resources Inc | 6,208,210 | 9.25% | 13G (passive) | Jan 31, 2024 |
| Canada Growth Fund Investment Management Inc. | 39,682,538 | 22.00% | 13D (active) amendment | Apr 6, 2026 |
| Eni S.p.A. | 38,043,478 | 11.60% | 13D (active) | May 13, 2026 |
| Mitsui & Co., Ltd. | 26,052,695 | 7.60% | 13D (active) amendment | Dec 20, 2024 |
| General Motors Co | 12,500,000 | 8.20% | 13D (active) amendment | Dec 26, 2024 |
| Panasonic Holdings Corporation | 12,500,000 | 17.00% | 13G (passive) | Feb 28, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NMG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| General Motors Holdings LLC | 12,500,000 | 7.78% | $18.75M | – | 23.50% |
| Adage Capital Partners Gp, L.L.C. | 5,300,000 | 3.30% | $7.95M | New | 0.01% |
| Amundi | 5,061,012 | 3.15% | $7.59M | New | 0.00% |
| DLD Asset Management, LP | 3,198,671 | 1.99% | $4.80M | New | 0.32% |
| FIL Ltd | 1,750,000 | 1.09% | $2.59M | New | 0.00% |
| Caisse De Depot Et Placement Du Quebec | 1,519,006 | 0.94% | $2.25M | +775,000 | 0.00% |
| Covalis Capital LLP | 1,363,226 | 0.85% | $2.04M | New | 0.12% |
| Anson Funds Management LP | 1,251,700 | 0.78% | $1.88M | New | 0.11% |
| Renaissance Technologies LLC | 1,242,879 | 0.77% | $1.86M | −190,144 | 0.00% |
| Federation des caisses Desjardins du Quebec | 1,118,380 | 0.70% | $1.65M | +553,832 | 0.01% |
| K.J. Harrison & Partners Inc | 500,000 | 0.31% | $738.92K | New | 0.10% |
| Militia Capital Management LLC | 450,072 | 0.28% | $675.11K | New | 0.02% |
| Bank Of Montreal /Can/ | 311,289 | 0.19% | $460.46K | +103,237 | 0.00% |
| Two Sigma Investments, LP | 310,947 | 0.19% | $466.42K | +291,847 | 0.00% |
| LuminArx Capital Management LP | 295,000 | 0.18% | $442.50K | New | 0.20% |
| Whitebox Advisors LLC | 291,600 | 0.18% | $437.40K | New | 0.01% |
| Alps Advisors Inc | 268,723 | 0.17% | $403.09K | +122,511 | 0.00% |
| Centiva Capital, LP | 250,280 | 0.16% | $370.03K | +213,331 | 0.00% |
| National Bank Of Canada /Fi/ | 185,060 | 0.12% | $273.99K | +65,039 | 0.00% |
| Goldman Sachs Group Inc | 167,139 | 0.10% | $250.71K | +105,308 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 59 | 39M | 24.0% | 20 / 17 | 7 / 13 | 22M | 3M |
| Q1 2026 | 53 | 19M | 12.0% | 16 / 16 | 9 / 5 | 3M | 7M |
| Q4 2025 | 43 | 24M | 14.7% | 16 / 16 | 5 / 9 | 9M | 0M |
| Q3 2025 | 37 | 15M | 9.3% | 10 / 8 | 8 / 3 | 0M | 0M |
| Q2 2025 | 30 | 15M | 9.1% | 4 / 8 | 6 / 2 | 0M | 0M |
| Q1 2025 | 28 | 15M | 9.0% | 7 / 5 | 9 / 2 | 0M | 0M |
| Q4 2024 | 23 | 14M | 9.0% | 4 / 5 | 8 / 2 | 0M | 0M |
| Q3 2024 | 21 | 14M | 9.0% | 2 / 4 | 5 / 3 | 0M | 0M |
| Q2 2024 | 23 | 14M | 8.9% | 4 / 4 | 6 / 3 | 0M | 0M |
| Q1 2024 | 23 | 15M | 9.4% | 3 / 6 | 7 / 6 | 13M | 0M |
| Q4 2023 | 26 | 3M | 1.8% | 9 / 5 | 5 / 5 | 0M | 0M |
| Q3 2023 | 22 | 3M | 1.8% | 2 / 4 | 9 / 4 | 0M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NMG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Sprott Critical Materials ETF | 268,723 | 0.17% | $403.08K | 0.07% | Jun 30, 2026 |
| Diversified Real Assets Fund | 65,683 | 0.04% | $98.52K | 0.01% | Jun 30, 2026 |
| WisdomTree Efficient Rare Earth Plus Strategic Metals Fund | 15,661 | 0.01% | $30.54K | 0.39% | May 31, 2026 |
| Avantis International Small Cap Equity ETF | 15 | 0.00% | $21 | 0.00% | May 31, 2026 |