NUANCE INVESTMENTS LLC
Q2 2022 Form 13-F

KANSAS CITY, MISSOURI
CIK 0001473182 · CRD 148534 · SEC-registered investment adviser
$5.0B Reported Value Total

NUANCE INVESTMENTS, LLC reports 790 total accounts under management (AUM). There are 790 discretionary accounts valued at $6,660,123,316, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Source: Form ADV filed 2026-07-01
Reported value
$5.0B
Quarter over quarter
-9.3%
Holdings
52
Top-10 concentration
55.6%

Filing Structure

Reports holdings for

Holdings reported by

Key People

Form ADV owners & control persons
Scott Anthony Moore
TRUSTEE
Benjamin Clark Becker
VICE PRESIDENT, DIRECTOR OF DATA AND QUANTITATIVE RESEARCH
Geoffrie Clayton Greene
VICE PRESIDENT, DIRECTOR OF TRADING AND PORTFOLIO OPERATIONS

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Q2 2022 13F record

Q2 2022 13F filing summary

Q2 2022 Form 13F portfolio summary
Period of report June 30, 2022
Filed August 08, 2022
Form 13F-HR
Reported value $5.0B
Positions 52
Change in reported value -9.9%
New positions 9
Exited positions 12
Position turnover 32.8%
Top-10 concentration 55.6%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q3 2026 13F
Filed Nov 5, 2026
54 $544.4M
Q2 2026 13F
Filed Aug 7, 2026
52 $587.7M
Q1 2026 13F
Filed May 8, 2026
43 $717.1M
Q4 2025 13F
Filed Feb 11, 2026
45 $907.6M
Q3 2025 13F
Filed Nov 6, 2025
46 $982.1M
Q2 2025 13F
Filed Aug 7, 2025
46 $1.3B
Q1 2025 13F
Filed May 13, 2025
49 $1.5B
Q4 2024 13F
Filed Feb 12, 2025
53 $2.5B
Q3 2024 13F
Filed Nov 8, 2024
48 $3.0B
Q2 2024 13F
Filed Aug 8, 2024
48 $3.3B
Q1 2024 13F
Filed May 7, 2024
49 $3.8B
Q4 2023 13F
Filed Feb 7, 2024
47 $4.4B
Q3 2023 13F
Filed Nov 8, 2023
48 $4.1B
Q2 2023 13F
Filed Aug 11, 2023
52 $4.7B
Q1 2023 13F
Filed May 9, 2023
51 $4.7B
Q4 2022 13F
Filed Feb 8, 2023
56 $4.8B
Q3 2022 13F
Filed Nov 10, 2022
55 $4.5B
Q2 2022 13F
Filed Aug 8, 2022
52 $5.0B
Q1 2022 13F
Filed May 13, 2022
55 $5.6B
Q4 2021 13F
Filed Feb 9, 2022
54 $5.7B

34 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2022

Largest Q2 2022 13F positions by reported value
# Holding Reported value % of portfolio
1 BAX BAXTER INTL INC $369.9M 7.34%
2 XRAY DENTSPLY SIRONA INC $323.4M 6.42%
3 EQC EQUITY COMWLTH $318.6M 6.33%
4 SNN SMITH & NEPHEW PLC $306.2M 6.08%
5 KMB KIMBERLY-CLARK CORP $304.9M 6.05%
6 TRV TRAVELERS COMPANIES INC $298.6M 5.93%
7 Y ALLEGHANY CORP MD $250.5M 4.97%
8 NTRS NORTHERN TR CORP $222.8M 4.42%
9 GCP GCP APPLIED TECHNOLOGIES INC $204.5M 4.06%
10 HTO SJW GROUP $198.7M 3.95%
11 CLX CLOROX CO DEL $173.1M 3.44%
12 HR HEALTHCARE RLTY TR $166.0M 3.3%
13 ICUI ICU MED INC $165.9M 3.29%
14 UHS UNIVERSAL HLTH SVCS INC $162.0M 3.22%
15 MMM 3M CO $146.9M 2.92%
16 CALM CAL MAINE FOODS INC $134.4M 2.67%
17 MWA MUELLER WTR PRODS INC $125.0M 2.48%
18 EG EVEREST RE GROUP LTD $105.0M 2.09%
19 AJRD AEROJET ROCKETDYNE HLDGS INC $88.1M 1.75%
20 APH AMPHENOL CORP NEW $82.3M 1.63%

Values as reported on the Q2 2022 Form 13F. Every position is in the holdings table below.

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