NUANCE INVESTMENTS LLC
Q1 2023 Form 13-F

KANSAS CITY, MISSOURI
CIK 0001473182 · CRD 148534 · SEC-registered investment adviser
$4.7B 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
$4.7B
Quarter over quarter
+2.0%
Holdings
51
Top-10 concentration
58.2%

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

Filing Navigation

13F Metrics

Loading 13F Metrics

Q1 2023 13F record

Q1 2023 13F filing summary

Q1 2023 Form 13F portfolio summary
Period of report March 31, 2023
Filed May 09, 2023
Form 13F-HR
Reported value $4.7B
Positions 51
Change in reported value -1.1%
New positions 2
Exited positions 7
Position turnover 15.5%
Top-10 concentration 58.2%

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 · Q1 2023

Largest Q1 2023 13F positions by reported value
# Holding Reported value % of portfolio
1 XRAY DENTSPLY SIRONA INC $430.6M 9.12%
2 KMB KIMBERLY-CLARK CORP $401.1M 8.5%
3 MMM 3M CO $308.2M 6.53%
4 SNN SMITH & NEPHEW PLC $295.7M 6.26%
5 NTRS NORTHERN TR CORP $274.4M 5.81%
6 TRV TRAVELERS COMPANIES INC $237.0M 5.02%
7 HR HEALTHCARE RLTY TR $212.7M 4.5%
8 UHS UNIVERSAL HLTH SVCS INC $201.5M 4.27%
9 CLX CLOROX CO DEL $199.0M 4.21%
10 MWA MUELLER WTR PRODS INC $188.8M 4.0%
11 ZBH ZIMMER BIOMET HOLDINGS INC $151.8M 3.21%
12 RGA REINSURANCE GRP OF AMERICA I $135.2M 2.86%
13 APH AMPHENOL CORP NEW $116.9M 2.48%
14 ATR APTARGROUP INC $111.1M 2.35%
15 GMED GLOBUS MED INC $104.6M 2.22%
16 CB CHUBB LIMITED $86.8M 1.84%
17 AJRD AEROJET ROCKETDYNE HLDGS INC $85.0M 1.8%
18 ICUI ICU MED INC $84.6M 1.79%
19 HTO SJW GROUP $82.8M 1.75%
20 POR PORTLAND GEN ELEC CO $81.6M 1.73%

Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.

Filing Details

Loading Activities
Loading Sector Allocation
Crunching numbers

Performance

Loading Performance

Potential New Buys

Finding Potential New Buys

Holdings

Building table
Loading SEC filing data
Loading Form 4 Filings

Beneficial Ownership (Schedule 13D/13G)

Loading 13D/G filings