NUANCE INVESTMENTS LLC
Q4 2022 Form 13-F

KANSAS CITY, MISSOURI
CIK 0001473182 · CRD 148534 · SEC-registered investment adviser
$4.8B Reported Value Total

NUANCE INVESTMENTS, LLC reports 781 total accounts under management (AUM). There are 781 discretionary accounts valued at $5,575,739,313, 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
$4.8B
Quarter over quarter
+13.0%
Holdings
56
Top-10 concentration
57.2%

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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Q4 2022 13F record

Q4 2022 13F filing summary

Q4 2022 Form 13F portfolio summary
Period of report December 31, 2022
Filed February 08, 2023
Form 13F-HR
Reported value $4.8B
Positions 56
Change in reported value +6.2%
New positions 3
Exited positions 2
Position turnover 8.6%
Top-10 concentration 57.2%

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 · Q4 2022

Largest Q4 2022 13F positions by reported value
# Holding Reported value % of portfolio
1 XRAY DENTSPLY SIRONA INC $402.5M 8.43%
2 KMB KIMBERLY-CLARK CORP $337.7M 7.07%
3 SNN SMITH & NEPHEW PLC $320.1M 6.7%
4 NTRS NORTHERN TR CORP $269.9M 5.65%
5 BAX BAXTER INTL INC $252.1M 5.28%
6 MMM 3M CO $245.6M 5.14%
7 CLX CLOROX CO DEL $245.6M 5.14%
8 TRV TRAVELERS COMPANIES INC $244.0M 5.11%
9 UHS UNIVERSAL HLTH SVCS INC $207.1M 4.34%
10 HR HEALTHCARE RLTY TR $206.9M 4.33%
11 MWA MUELLER WTR PRODS INC $148.7M 3.11%
12 ICUI ICU MED INC $147.9M 3.1%
13 AJRD AEROJET ROCKETDYNE HLDGS INC $143.4M 3.0%
14 HTO SJW GROUP $139.7M 2.92%
15 EQC EQUITY COMWLTH $135.3M 2.83%
16 APH AMPHENOL CORP NEW $115.0M 2.41%
17 ATR APTARGROUP INC $105.8M 2.22%
18 RGA REINSURANCE GRP OF AMERICA I $105.1M 2.2%
19 CB CHUBB LIMITED $88.5M 1.85%
20 EG EVEREST RE GROUP LTD $72.8M 1.52%

Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.

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