NPKINYSEServices-Miscellaneous Equipment Rental & LeasingFiscal year ends December 31
NPK International Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$10.95+0.18 (+1.67%)
Close on Oct 19, 2026
- Market cap
- $939.99M
- P/E (TTM)
- 21.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.4%
79M of 85M shares
Institutional holders
256
39 new, 25 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 16 sales
Net sold $5.63M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 7,107,308 | 8.40% | 13G (passive) amendment | Jun 30, 2026 |
| Ameriprise Financial, Inc. | 5,247,637 | 6.20% | 13G (passive) amendment | Sep 30, 2025 |
| Michael Simanovsky | 4,456,852 | 5.20% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 4,235,599 | 5.01% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NPKI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,940,503 | 9.35% | $126.33M | +737,798 | 0.00% |
| Ameriprise Financial Inc | 4,486,433 | 5.28% | $71.38M | −1,137,119 | 0.01% |
| Dimensional Fund Advisors LP | 3,641,547 | 4.29% | $57.94M | −342,111 | 0.01% |
| Vanguard Capital Management LLC | 3,604,823 | 4.25% | $57.35M | +179,881 | 0.00% |
| American Century Companies Inc | 3,128,652 | 3.68% | $49.78M | +84,889 | 0.02% |
| Wasatch Advisors LP | 2,811,593 | 3.31% | $44.73M | −87,428 | 0.29% |
| Geode Capital Management, LLC | 2,369,714 | 2.79% | $37.71M | +125,550 | 0.00% |
| Royce & Associates LP | 2,149,100 | 2.53% | $34.19M | +78,090 | 0.28% |
| State Street Corp | 2,014,703 | 2.37% | $32.05M | +59,384 | 0.00% |
| Punch & Associates Investment Management, Inc. | 1,738,857 | 2.05% | $27.67M | −79,933 | 1.37% |
| Emerald Advisers, LLC | 1,573,597 | 1.85% | $25.04M | New | 0.59% |
| Thrivent Financial for Lutherans | 1,513,362 | 1.78% | $24.08K | −152,261 | 0.04% |
| Massachusetts Financial Services Co /Ma/ | 1,452,984 | 1.71% | $23.12M | New | 0.01% |
| First Eagle Investment Management, LLC | 1,442,004 | 1.70% | $22.94M | +1,168,183 | 0.02% |
| Russell Investments Group, Ltd. | 1,395,934 | 1.64% | $22.21M | −330,309 | 0.02% |
| Morgan Stanley | 1,259,432 | 1.48% | $20.04M | −563,628 | 0.00% |
| Electron Capital Partners, LLC | 1,169,304 | 1.38% | $18.60M | +69,361 | 0.74% |
| Allianz Asset Management GmbH | 1,156,530 | 1.36% | $16.76M | – | 0.01% |
| Loomis Sayles & Co L P | 1,150,634 | 1.36% | $18.31M | −27,359 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 1,134,552 | 1.34% | $18.05M | −404,536 | 0.01% |
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 | 256 | 79M | 93.4% | 39 / 100 | 84 / 25 | 13M | 10M |
| Q1 2026 | 246 | 76M | 89.5% | 38 / 87 | 92 / 28 | 14M | 9M |
| Q4 2025 | 241 | 75M | 88.6% | 52 / 87 | 81 / 17 | 9M | 8M |
| Q3 2025 | 209 | 74M | 87.4% | 37 / 58 | 87 / 17 | 8M | 10M |
| Q2 2025 | 189 | 76M | 89.5% | 34 / 61 | 79 / 18 | 9M | 9M |
| Q1 2025 | 174 | 76M | 89.2% | 26 / 59 | 62 / 27 | 5M | 7M |
| Q4 2024 | 176 | 78M | 91.9% | 22 / 60 | 65 / 34 | 10M | 5M |
| Q3 2024 | 189 | 74M | 87.3% | 25 / 76 | 56 / 32 | 16M | 7M |
| Q2 2024 | 197 | 72M | 84.9% | 34 / 71 | 59 / 22 | 8M | 8M |
| Q1 2024 | 187 | 72M | 84.9% | 35 / 73 | 61 / 25 | 9M | 7M |
| Q4 2023 | 180 | 72M | 84.3% | 52 / 65 | 48 / 22 | 16M | 8M |
| Q3 2023 | 151 | 64M | 75.6% | 35 / 50 | 45 / 10 | 12M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NPKI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 2,589,415 | 3.05% | $37.60M | 0.14% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,552,545 | 3.01% | $40.61M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,137,133 | 2.52% | $34.00M | 0.04% | Jun 30, 2026 |
| Wasatch Micro Cap Fund | 1,366,724 | 1.61% | $21.74M | 3.22% | Jun 30, 2026 |
| Thrivent Small-Mid Cap Equity ETF | 1,092,440 | 1.29% | $17.38M | 1.65% | Jun 30, 2026 |
| Calamos Timpani Small Cap Growth Fund | 989,308 | 1.17% | $12.36M | 1.61% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 971,740 | 1.14% | $15.46M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 904,658 | 1.07% | $11.30M | 0.03% | Jul 31, 2026 |
| Emerald Growth Fund | 775,510 | 0.91% | $9.69M | 0.65% | Jul 31, 2026 |
| Invesco Building & Construction ETF | 773,610 | 0.91% | $9.66M | 2.25% | Jul 31, 2026 |
| Wasatch Micro Cap Value Fund | 768,538 | 0.91% | $12.23M | 3.16% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 764,822 | 0.90% | $12.17M | 0.08% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 714,261 | 0.84% | $8.92M | 0.31% | Jul 31, 2026 |
| MFS New Discovery Fund | 671,078 | 0.79% | $9.74M | 0.46% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 638,055 | 0.75% | $7.97M | 0.05% | 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 |
|---|---|---|---|---|
| Matthew Lanigan | President & CEO, Director | 1,024,948 | 1.21% | Jun 5, 2026 |
| III Alvin James Barton | EVP Commercial Growth & Ops. | 12,850 | 0.02% | Sep 24, 2026 |
| Matthew James Warren | Chief Accounting Officer | 51,439 | 0.06% | Sep 10, 2026 |
| Lori Briggs | VP & President, Ind. Solutions | 247,165 | 0.29% | Jun 9, 2026 |
| Mary Celeste Fruge | VP, General Counsel | 267,367 | 0.31% | Jun 3, 2026 |
| Gregg Piontek | Senior Vice President and CFO | 882,803 | 1.04% | Jun 3, 2026 |
| Douglas L. White | VP, CAO & Treasurer | 305,245 | 0.36% | Jun 17, 2025 |
| Rose M. Robeson | Director | 215,147 | 0.25% | Aug 31, 2026 |
| Michael A. Lewis | Director | 135,865 | 0.16% | Aug 19, 2026 |
| Kristen J. Pederson | Director | 6,614 | 0.01% | Jul 29, 2026 |
| Joseph A. Cutillo | Director | 36,155 | 0.04% | May 21, 2026 |
| John C. Minge | Director | 253,942 | 0.30% | May 21, 2026 |
| Roderick A. Larson | Director | 257,306 | 0.30% | May 21, 2026 |
| Claudia Michel Meer | Director | 126,693 | 0.15% | May 21, 2026 |
| Donald Win Young | Director | 310,940 | 0.37% | May 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| III Alvin James Barton EVP Commercial Growth & Ops. | Sep 22, 2026 | Award | +12,850 | – | – | 12,850 |
| Matthew James Warren Chief Accounting Officer | Sep 9, 2026 | Sale(10b5-1 plan) | −2,991 | $13.41 | $40.11K | 51,439 |
| Rose M. Robeson Director | Aug 27, 2026 | Sale(10b5-1 plan) | −10,000 | $13.49 | $134.90K | 215,147 |
| Michael A. Lewis Director | Aug 17, 2026 | Sale(10b5-1 plan) | −2,013 | $14.26 | $28.71K | 135,865 |
| Kristen J. Pederson Director | Jul 28, 2026 | Award | +6,614 | – | – | 6,614 |
| Lori Briggs VP & President, Ind. Solutions | Jun 8, 2026 | Sale(10b5-1 plan) | −8,325 | $14.75 | $122.79K | 247,165 |
| Matthew Lanigan President & CEO, Director | Jun 3, 2026 | Sale(10b5-1 plan) | −167,375 | $14.43 | $2.42M | 254,699 |
| Lori Briggs VP & President, Ind. Solutions | Jun 2, 2026 | Sale(10b5-1 plan) | −10,446 | $14.58 | $152.30K | 255,490 |
| Matthew Lanigan President & CEO, Director | Jun 1, 2026 | Tax withholding | −27,894 | $14.31 | $399.16K | 361,309 |
| Matthew Lanigan President & CEO, Director | Jun 1, 2026 | Tax withholding | −22,232 | $14.31 | $318.14K | 389,203 |
| Matthew Lanigan President & CEO, Director | Jun 1, 2026 | Option exercise | +100,188 | – | – | 422,074 |
| Matthew Lanigan President & CEO, Director | Jun 1, 2026 | Tax withholding | −39,423 | $14.31 | $564.14K | 321,886 |
| Lori Briggs VP & President, Ind. Solutions | Jun 1, 2026 | Option exercise | +24,340 | – | – | 265,936 |
| Lori Briggs VP & President, Ind. Solutions | Jun 1, 2026 | Tax withholding | −5,401 | $14.31 | $77.29K | 257,950 |
| Lori Briggs VP & President, Ind. Solutions | Jun 1, 2026 | Tax withholding | −6,777 | $14.31 | $96.98K | 241,596 |
| Lori Briggs VP & President, Ind. Solutions | Jun 1, 2026 | Tax withholding | −9,577 | $14.31 | $137.05K | 248,373 |
| Mary Celeste Fruge VP, General Counsel | Jun 1, 2026 | Tax withholding | −6,797 | $14.31 | $97.27K | 267,367 |
| Mary Celeste Fruge VP, General Counsel | Jun 1, 2026 | Tax withholding | −3,833 | $14.31 | $54.85K | 279,382 |
| Mary Celeste Fruge VP, General Counsel | Jun 1, 2026 | Option exercise | +17,274 | – | – | 284,641 |
| Mary Celeste Fruge VP, General Counsel | Jun 1, 2026 | Tax withholding | −5,218 | $14.31 | $74.67K | 274,164 |
| Gregg Piontek Senior Vice President and CFO | Jun 1, 2026 | Tax withholding | −11,241 | $14.31 | $160.86K | 817,803 |
| Gregg Piontek Senior Vice President and CFO | Jun 1, 2026 | Tax withholding | −8,959 | $14.31 | $128.20K | 844,933 |
| Gregg Piontek Senior Vice President and CFO | Jun 1, 2026 | Option exercise | +40,379 | – | – | 858,182 |
| Gregg Piontek Senior Vice President and CFO | Jun 1, 2026 | Tax withholding | −15,889 | $14.31 | $227.37K | 829,044 |
| Joseph A. Cutillo Director | May 20, 2026 | Award | +8,558 | – | – | 36,155 |
| Rose M. Robeson Director | May 20, 2026 | Award | +10,862 | – | – | 225,147 |
| Roderick A. Larson Director | May 20, 2026 | Award | +8,558 | – | – | 23,655 |
| John C. Minge Director | May 20, 2026 | Award | +8,558 | – | – | 253,942 |
| Michael A. Lewis Director | May 20, 2026 | Award | +8,558 | – | – | 137,878 |
| Claudia Michel Meer Director | May 20, 2026 | Award | +8,558 | – | – | 126,693 |
| Gregg Piontek Senior Vice President and CFO | May 19, 2026 | Award | +34,566 | – | – | 853,892 |
| Matthew Lanigan President & CEO, Director | May 19, 2026 | Award | +85,771 | – | – | 411,435 |
| Lori Briggs VP & President, Ind. Solutions | May 19, 2026 | Award | +20,838 | – | – | 263,351 |
| Mary Celeste Fruge VP, General Counsel | May 19, 2026 | Award | +18,002 | – | – | 283,215 |
| Michael A. Lewis Director | May 15, 2026 | Sale(10b5-1 plan) | −2,013 | $15.30 | $30.80K | 129,320 |
| Gregg Piontek Senior Vice President and CFO | Apr 9, 2026 | Sale(10b5-1 plan) | −15,000 | $15.05 | $225.75K | 819,326 |
| Gregg Piontek Senior Vice President and CFO | Apr 1, 2026 | Sale(10b5-1 plan) | −35,000 | $14.51 | $507.85K | 834,326 |
| Gregg Piontek Senior Vice President and CFO | Mar 25, 2026 | Sale(10b5-1 plan) | −15,000 | $15.03 | $225.45K | 869,326 |
| Mary Celeste Fruge VP, General Counsel | Mar 16, 2026 | Sale(10b5-1 plan) | −1,000 | $13.56 | $13.56K | 265,213 |
| Mary Celeste Fruge VP, General Counsel | Mar 16, 2026 | Option exercise | +1,000 | $4.32 | $4.32K | 266,213 |
| Mary Celeste Fruge VP, General Counsel | Mar 6, 2026 | Option exercise | +11,193 | $4.32 | $48.35K | 276,406 |
| Mary Celeste Fruge VP, General Counsel | Mar 6, 2026 | Sale(10b5-1 plan) | −11,193 | $13.34 | $149.31K | 265,213 |
| Gregg Piontek Senior Vice President and CFO | Mar 4, 2026 | Sale(10b5-1 plan) | −73,590 | $14.10 | $1.04M | 919,326 |
| Gregg Piontek Senior Vice President and CFO | Mar 4, 2026 | Option exercise | +73,590 | $4.32 | $317.91K | 992,916 |
| Gregg Piontek Senior Vice President and CFO | Mar 4, 2026 | Sale(10b5-1 plan) | −35,000 | $14.02 | $490.70K | 884,326 |
| Michael A. Lewis Director | Feb 23, 2026 | Sale(10b5-1 plan) | −2,013 | $14.31 | $28.81K | 131,333 |
| Michael A. Lewis Director | Nov 24, 2025 | Sale(10b5-1 plan) | −2,013 | $12.00 | $24.16K | 133,346 |
| Matthew Lanigan President & CEO, Director | Oct 3, 2025 | Gift | −770,249 | – | – | 325,664 |
| Lori Briggs VP & President, Ind. Solutions | Oct 1, 2025 | Sale(10b5-1 plan) | −10,108 | $11.51 | $116.34K | 242,513 |
| Matthew Lanigan President & CEO, Director | Sep 3, 2025 | Sale(10b5-1 plan) | −1,000 | $10.38 | $10.38K | 1,095,913 |
| Matthew Lanigan President & CEO, Director | Sep 3, 2025 | Option exercise | +1,000 | $4.32 | $4.32K | 1,096,913 |
| Michael A. Lewis Director | Aug 25, 2025 | Sale(10b5-1 plan) | −2,013 | $10.33 | $20.79K | 135,359 |
| Matthew Lanigan President & CEO, Director | Aug 22, 2025 | Option exercise | +68,896 | $4.32 | $297.63K | 1,164,809 |
| Matthew Lanigan President & CEO, Director | Aug 22, 2025 | Sale(10b5-1 plan) | −68,896 | $10.34 | $712.38K | 1,095,913 |
| Lori Briggs VP & President, Ind. Solutions | Aug 11, 2025 | Sale(10b5-1 plan) | −8,005 | $9.51 | $76.13K | 252,621 |
| Lori Briggs VP & President, Ind. Solutions | Jul 9, 2025 | Sale(10b5-1 plan) | −8,005 | $8.57 | $68.60K | 260,626 |
| Michael A. Lewis Director | Jun 16, 2025 | Sale(10b5-1 plan) | −2,013 | $8.60 | $17.31K | 137,372 |
| Douglas L. White VP, CAO & Treasurer | Jun 14, 2025 | Award | +730 | $6.51 | $4.75K | 305,245 |
| Lori Briggs VP & President, Ind. Solutions | Jun 6, 2025 | Sale(10b5-1 plan) | −9,704 | $8.38 | $81.32K | 268,631 |
| Mary Celeste Fruge VP, General Counsel | Jun 1, 2025 | Option exercise | +17,274 | – | – | 265,213 |
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 |
|---|---|---|---|---|---|
| Warren Matthew Officer | Sep 9, 2026 | 2,991 | $40.38K | Sep 9, 2026 | Restricted Stock Units |
| Rose M. Robeson Director | Aug 27, 2026 | 10,000 | $134.92K | Aug 27, 2026 | Restricted Stock Units |
| Lewis Michael Director | Aug 17, 2026 | 4,026 | $57.25K | Aug 17, 2026 | Restricted Stock Units |
| Briggs Lori Officer | Jun 8, 2026 | 8,325 | $118.88K | Jun 8, 2026 | Restricted Stock Units |
| Lanigan Matthew Director, Officer | Jun 3, 2026 | 167,375 | $2.44M | Jun 3, 2026 | Restricted Stock Units |
| Briggs Lori Officer | Jun 2, 2026 | 10,446 | $149.48K | Jun 2, 2026 | Restricted Stock Units |
| Lewis Michael Director | May 15, 2026 | 2,013 | $31.62K | May 15, 2026 | Restricted Stock Units |
| C. Fruge Mary Officer | Mar 6, 2026 | 12,193 | $168.51K | Mar 6, 2026 | Exercise of Stock Options |
| Piontek Gregg Officer | Mar 4, 2026 | 173,590 | $2.38M | Mar 4, 2026 | Exercise of Stock Options |
| Lewis Michael Director | Nov 24, 2025 | 4,026 | $46.38K | Nov 24, 2025 | Restricted Stock Units |
| Briggs Lori Officer | Oct 1, 2025 | 10,108 | $114.32K | Oct 1, 2025 | Restricted Stock Units |
| Lanigan Matthew Director, Officer | Aug 22, 2025 | 69,896 | $698.96K | Aug 22, 2025 | Exercise of Stock Options |
| Lewis Michael Director | Jun 16, 2025 | 4,026 | $33.78K | Jun 16, 2025 | Restricted Stock Units |
| A. Briggs Lori Officer | Jun 6, 2025 | 25,714 | $214.97K | Jun 6, 2025 | Restricted Stock Units |