NOVNYSEOil & Gas Field Machinery & EquipmentFiscal year ends December 31
NOV Inc.
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 29, 2026
$18.75−0.18 (-0.95%)
Close on Oct 19, 2026
- Market cap
- $6.83B
- P/E (TTM)
- 78.1
- Dividend yield
- 2.72%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
390M of 356M shares
Institutional holders
487
81 new, 51 sold out
Net institutional buying
29M
In Q2 2026
Insider trades, 12 months
2 buys · 6 sales
Net sold $3.62M
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 |
|---|---|---|---|---|
| Pzena Investment Management LLC | 43,348,680 | 11.00% | 13G (passive) | Sep 30, 2024 |
| BlackRock, Inc. | 39,549,784 | 10.00% | 13G (passive) amendment | Aug 31, 2024 |
| First Eagle Investment Management, LLC | 30,685,871 | 8.60% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 18,929,098 | 5.25% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 18,905,811 | 5.24% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 18,578,053 | 5.00% | 13G (passive) | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NOV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 61,369,382 | 17.22% | $1.14B | +24,961,023 | 0.94% |
| BlackRock, Inc. | 37,626,738 | 10.56% | $697.98M | −193,304 | 0.01% |
| Pzena Investment Management LLC | 36,376,087 | 10.20% | $674.78M | −1,159,362 | 1.98% |
| Dimensional Fund Advisors LP | 19,669,754 | 5.52% | $364.87M | +265,435 | 0.07% |
| Vanguard Portfolio Management LLC | 18,926,272 | 5.31% | $351.08M | +174,200 | 0.02% |
| Vanguard Capital Management LLC | 16,267,287 | 4.56% | $301.76M | +80,991 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 14,870,650 | 4.17% | $275.85K | +7,948,785 | 0.03% |
| Hotchkis & Wiley Capital Management LLC | 14,353,823 | 4.03% | $266.26M | −565,790 | 0.78% |
| State Street Corp | 12,286,072 | 3.45% | $227.91M | −106,845 | 0.01% |
| American Century Companies Inc | 10,367,359 | 2.91% | $192.31M | +359,499 | 0.08% |
| Aqr Capital Management LLC | 8,676,962 | 2.43% | $160.96M | +2,955,985 | 0.06% |
| Geode Capital Management, LLC | 7,062,089 | 1.98% | $131.03M | +78,512 | 0.01% |
| First Pacific Advisors, LP | 6,392,388 | 1.79% | $118.58M | +71,630 | 1.47% |
| Greenhaven Associates Inc | 5,620,019 | 1.58% | $104.25M | −131,319 | 1.20% |
| Van Eck Associates Corp | 4,393,205 | 1.23% | $81.49M | −509,581 | 0.05% |
| Bank Of America Corp /De/ | 4,178,984 | 1.17% | $77.52M | −396,466 | 0.00% |
| Two Sigma Investments, LP | 4,105,593 | 1.15% | $76.16M | +2,876,610 | 0.06% |
| Charles Schwab Investment Management Inc | 4,012,088 | 1.13% | $74.42M | −41,939 | 0.01% |
| First Trust Advisors LP | 3,885,408 | 1.09% | $72.07M | −3,307,327 | 0.04% |
| Earnest Partners LLC | 3,846,305 | 1.08% | $71.35M | −53,071 | 0.26% |
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 | 487 | 390M | 100.0% | 81 / 165 | 165 / 51 | 54M | 25M |
| Q1 2026 | 465 | 362M | 100.0% | 83 / 190 | 110 / 44 | 72M | 35M |
| Q4 2025 | 435 | 363M | 100.0% | 77 / 136 | 159 / 61 | 17M | 34M |
| Q3 2025 | 428 | 380M | 100.0% | 71 / 145 | 142 / 69 | 27M | 19M |
| Q2 2025 | 430 | 372M | 100.0% | 66 / 148 | 165 / 72 | 31M | 29M |
| Q1 2025 | 440 | 370M | 100.0% | 74 / 164 | 143 / 61 | 34M | 41M |
| Q4 2024 | 432 | 379M | 100.0% | 75 / 145 | 152 / 67 | 47M | 35M |
| Q3 2024 | 429 | 368M | 100.0% | 78 / 124 | 159 / 46 | 77M | 38M |
| Q2 2024 | 399 | 367M | 100.0% | 55 / 137 | 123 / 54 | 29M | 34M |
| Q1 2024 | 402 | 373M | 100.0% | 60 / 127 | 132 / 49 | 49M | 47M |
| Q4 2023 | 393 | 370M | 100.0% | 65 / 135 | 123 / 35 | 31M | 24M |
| Q3 2023 | 366 | 364M | 100.0% | 48 / 111 | 139 / 44 | 25M | 28M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NOV | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Eagle Global Fund | 21,755,136 | 6.10% | $422.70M | 0.56% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 12,283,616 | 3.45% | $227.86M | 0.18% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 11,408,743 | 3.20% | $211.63M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 8,233,261 | 2.31% | $152.73M | 0.08% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 7,915,886 | 2.22% | $158.00M | 0.58% | May 31, 2026 |
| Vanguard Windsor Ii Fund | 7,469,588 | 2.10% | $145.13M | 0.22% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 5,213,849 | 1.46% | $96.72M | 0.14% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 4,775,105 | 1.34% | $92.78M | 0.48% | Jul 31, 2026 |
| Vanguard Windsor Fund | 4,383,136 | 1.23% | $85.16M | 0.34% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 4,115,432 | 1.15% | $76.34M | 0.08% | Jun 30, 2026 |
| FPA Crescent Fund | 3,892,487 | 1.09% | $72.21M | 0.58% | Jun 30, 2026 |
| VanEck Oil Services ETF | 3,862,635 | 1.08% | $71.65M | 3.60% | Jun 30, 2026 |
| T. Rowe Price Value Fund, Inc. | 3,275,543 | 0.92% | $60.76M | 0.18% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 3,108,516 | 0.87% | $57.66M | 0.51% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 2,754,742 | 0.77% | $53.52M | 0.77% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jose A. Bayardo | Chairman, President, and CEO, Director | 745,678 | 0.21% | Mar 24, 2026 |
| Clay C. Williams | Chairman, President and CEO, Director | 1,638,901 | 0.46% | Feb 24, 2025 |
| Rodney C. Reed | Senior VP and CFO | 167,342 | 0.05% | Mar 24, 2026 |
| Christy Lynn Novak | VP, Corp. Controller, CAO | 102,561 | 0.03% | Mar 24, 2026 |
| Joseph W. Rovig | President - Energy Equipment | 267,841 | 0.08% | Feb 25, 2026 |
| Craig L. Weinstock | Sr. VP. & Gen. Counsel | 253,757 | 0.07% | Feb 25, 2026 |
| Scott B. Livingston | See Remarks | 118,213 | 0.03% | Feb 25, 2026 |
| David D. Harrison | Director | 126,763 | 0.04% | Jul 31, 2026 |
| William R. Thomas | Director | 101,166 | 0.03% | May 22, 2026 |
| Christian S. Kendall | Director | 95,406 | 0.03% | May 22, 2026 |
| Patricia Martinez | Director | 34,956 | 0.01% | May 22, 2026 |
| Robert S. Welborn | Director | 55,429 | 0.02% | May 22, 2026 |
| Marcela E. Donadio | Director | 106,882 | 0.03% | May 22, 2026 |
| Patricia B. Melcher | Director | 35,056 | 0.01% | May 22, 2026 |
| Sanjay Chowbey | Director | 9,457 | 0.00% | May 22, 2026 |
| Eric L. Mattson | Director | 70,835 | 0.02% | May 22, 2025 |
| Greg L. Armstrong | Director | 111,143 | 0.03% | May 22, 2025 |
| Ben A. Guill | Director | 163,840 | 0.05% | May 22, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David D. Harrison Director | Jul 31, 2026 | Sale | −9,594 | $19.21 | $184.30K | 126,763 |
| Sanjay Chowbey Director | May 20, 2026 | Award | +9,457 | – | – | 9,457 |
| Christian S. Kendall Director | May 20, 2026 | Award | +9,457 | – | – | 95,406 |
| David D. Harrison Director | May 20, 2026 | Award | +9,457 | – | – | 136,357 |
| Robert S. Welborn Director | May 20, 2026 | Award | +9,457 | – | – | 55,429 |
| Patricia B. Melcher Director | May 20, 2026 | Award | +9,457 | – | – | 34,956 |
| Marcela E. Donadio Director | May 20, 2026 | Award | +9,457 | – | – | 106,882 |
| William R. Thomas Director | May 20, 2026 | Award | +9,457 | – | – | 101,166 |
| Patricia Martinez Director | May 20, 2026 | Award | +9,457 | – | – | 34,956 |
| Jose A. Bayardo Chairman, President, and CEO, Director | Mar 20, 2026 | Tax withholding | −4,995 | $18.68 | $93.31K | 745,678 |
| Christy Lynn Novak VP, Corp. Controller, CAO | Mar 20, 2026 | Tax withholding | −869 | $18.68 | $16.23K | 102,561 |
| Rodney C. Reed Senior VP and CFO | Mar 20, 2026 | Tax withholding | −4,995 | $18.68 | $93.31K | 165,797 |
| Christy Lynn Novak VP, Corp. Controller, CAO | Feb 23, 2026 | Tax withholding | −3,843 | $20.28 | $77.94K | 103,430 |
| Rodney C. Reed Senior VP and CFO | Feb 23, 2026 | Tax withholding | −2,035 | $20.28 | $41.27K | 170,792 |
| Jose A. Bayardo Chairman, President, and CEO | Feb 23, 2026 | Tax withholding | −4,220 | $20.28 | $85.58K | 750,673 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Feb 23, 2026 | Tax withholding | −2,562 | $20.28 | $51.96K | 253,757 |
| Joseph W. Rovig President - Energy Equipment | Feb 23, 2026 | Tax withholding | −2,864 | $20.28 | $58.08K | 266,830 |
| Scott B. Livingston See Remarks | Feb 23, 2026 | Tax withholding | −1,259 | $20.28 | $25.53K | 118,213 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Feb 23, 2026 | Sale | −9,505 | $19.95 | $189.62K | 256,319 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Feb 23, 2026 | Sale | −30,000 | $20.00 | $600.00K | 276,319 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Feb 23, 2026 | Sale | −20,000 | $20.32 | $406.40K | 306,319 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Feb 23, 2026 | Option exercise | +30,000 | $15.00 | $450.00K | 326,319 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Feb 23, 2026 | Option exercise | +20,000 | $15.00 | $300.00K | 296,319 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Feb 23, 2026 | Sale | −10,495 | $19.94 | $209.27K | 265,824 |
| Joseph W. Rovig President - Energy Equipment | Feb 23, 2026 | Sale | −151,086 | $20.17 | $3.05M | 269,694 |
| Joseph W. Rovig President - Energy Equipment | Feb 23, 2026 | Option exercise | +72,000 | $16.73 | $1.20M | 420,780 |
| Joseph W. Rovig President - Energy Equipment | Feb 23, 2026 | Option exercise | +79,086 | $15.00 | $1.19M | 348,780 |
| Christy Lynn Novak VP, Corp. Controller, CAO | Feb 19, 2026 | Tax withholding | −6,568 | $20.24 | $132.94K | 107,273 |
| Rodney C. Reed Senior VP and CFO | Feb 19, 2026 | Tax withholding | −3,477 | $20.24 | $70.37K | 172,827 |
| Joseph W. Rovig President - Energy Equipment | Feb 19, 2026 | Tax withholding | −6,525 | $20.24 | $132.07K | 269,694 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Feb 19, 2026 | Tax withholding | −5,838 | $20.24 | $118.16K | 276,319 |
| Jose A. Bayardo Chairman, President, and CEO | Feb 19, 2026 | Tax withholding | −9,615 | $20.24 | $194.61K | 754,893 |
| Scott B. Livingston See Remarks | Feb 19, 2026 | Tax withholding | −3,188 | $20.24 | $64.53K | 119,472 |
| Rodney C. Reed Senior VP and CFO | Feb 18, 2026 | Award | +32,391 | – | – | 176,304 |
| Scott B. Livingston See Remarks | Feb 18, 2026 | Award | +28,014 | – | – | 122,660 |
| Jose A. Bayardo Chairman, President, and CEO | Feb 18, 2026 | Award | +55,345 | – | – | 786,287 |
| Jose A. Bayardo Chairman, President, and CEO | Feb 18, 2026 | Award | +131,316 | – | – | 730,942 |
| Jose A. Bayardo Chairman, President, and CEO | Feb 18, 2026 | Tax withholding | −21,779 | $19.99 | $435.36K | 764,508 |
| Joseph W. Rovig President - Energy Equipment | Feb 18, 2026 | Tax withholding | −13,767 | $19.99 | $275.20K | 276,219 |
| Joseph W. Rovig President - Energy Equipment | Feb 18, 2026 | Award | +37,555 | – | – | 289,986 |
| Joseph W. Rovig President - Energy Equipment | Feb 18, 2026 | Award | +33,267 | – | – | 252,431 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Feb 18, 2026 | Tax withholding | −13,223 | $19.99 | $264.33K | 282,157 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Feb 18, 2026 | Award | +33,602 | – | – | 295,380 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Feb 18, 2026 | Award | +29,765 | – | – | 261,778 |
| Christy Lynn Novak VP, Corp. Controller, CAO | Feb 18, 2026 | Award | +27,139 | – | – | 113,841 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Feb 6, 2026 | Tax withholding | −3,182 | $18.91 | $60.17K | 232,013 |
| Rodney C. Reed Senior VP and CFO | Feb 6, 2026 | Tax withholding | −2,527 | $18.91 | $47.79K | 143,913 |
| Christy Lynn Novak VP, Corp. Controller, CAO | Feb 6, 2026 | Tax withholding | −4,773 | $18.91 | $90.26K | 86,702 |
| Joseph W. Rovig President - Energy Equipment | Feb 6, 2026 | Tax withholding | −2,201 | $18.91 | $41.62K | 219,164 |
| Scott B. Livingston See Remarks | Feb 6, 2026 | Tax withholding | −1,738 | $18.91 | $32.87K | 94,646 |
| Jose A. Bayardo Chairman, President, and CEO | Feb 6, 2026 | Tax withholding | −5,241 | $18.91 | $99.11K | 599,626 |
| Joseph W. Rovig President - Energy Equipment | Nov 24, 2025 | Returned to company | −40,000 | $14.75 | $590.00K | 221,365 |
| Christy Lynn Novak VP, Corp. Controller, CAO | Nov 24, 2025 | Returned to company | −21,435 | $14.75 | $316.17K | 91,475 |
| Christy Lynn Novak VP, Corp. Controller, CAO | Nov 24, 2025 | Returned to company | −450 | $15.04 | $6.77K | 0 |
| Craig L. Weinstock Sr. VP. & Gen. Counsel | Nov 24, 2025 | Returned to company | −39,179 | $15.03 | $588.86K | 235,195 |
| Christian S. Kendall Director | Nov 21, 2025 | Buy | +20,000 | $14.36 | $287.20K | 35,949 |
| Christian S. Kendall Director | Nov 21, 2025 | Buy | +50,000 | $14.50 | $725.00K | 85,949 |
| Robert S. Welborn Director | May 20, 2025 | Award | +15,949 | – | – | 45,972 |
| Marcela E. Donadio Director | May 20, 2025 | Award | +15,949 | – | – | 97,425 |
| Eric L. Mattson Director | May 20, 2025 | Conversion | +2,685 | – | – | 70,835 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| David D. Harrison Director | Jul 31, 2026 | 9,594 | $184.29K | Jul 31, 2026 | Compensation |
| L. Weinstock Craig Officer | Feb 23, 2026 | 70,000 | $1.41M | Feb 23, 2026 | Stock Option Exercise |
| Rovig Joseph Officer | Feb 23, 2026 | 151,086 | $3.05M | Feb 23, 2026 | Stock Option Exercise |
| Rovig Joseph Officer | Nov 24, 2025 | 40,000 | $589.83K | Nov 24, 2025 | Restricted Stock |
| L. Weinstock Craig Officer | Nov 24, 2025 | 39,179 | $588.90K | Nov 24, 2025 | Performance Shares |
| Novak Christy Officer | Nov 24, 2025 | 450 | $6.77K | Nov 24, 2025 | Open Market Purchase |
| Novak Christy Officer | Nov 24, 2025 | 21,435 | $316.08K | Nov 24, 2025 | Restricted Stock |
| Christy Lynn Novak Officer | Nov 8, 2024 | 40,953 | $673.25K | Nov 7, 2024 | RESTRICTED STOCK |
| Craig L. Weinstock Officer | Nov 7, 2024 | 30,481 | $501.60K | Nov 7, 2024 | RESTRICTED STOCK |
| Christy Lynn Novak Officer | Nov 7, 2024 | 40,953 | $6.31M | Nov 7, 2024 | RESTRICTED STOCK |
| Joseph W. Rovig Officer | Nov 7, 2024 | 73,256 | $1.17M | Nov 7, 2024 | PERFORMANCE SHARES |
| Scott B. Livingston Officer | Nov 7, 2024 | 28,941 | $445.40K | Nov 7, 2024 | RESTRICTED STOCK |
| Christy Lynn Novak Officer | Feb 22, 2024 | 3,500 | $60.99K | Feb 22, 2024 | RESTRICTED STOCK |