NUANCE INVESTMENTS LLC
Q4 2023 Form 13-F
KANSAS CITY, MISSOURI
CIK 0001473182
· CRD 148534
· SEC-registered investment adviser
$4.4B Reported Value Total
NUANCE INVESTMENTS, LLC reports 659 total accounts under management (AUM). There are 659 discretionary accounts valued at $4,999,890,906, 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.
Source: Form ADV filed 2026-07-01
Reported value
$4.4B
Quarter over quarter
+12.3%
Holdings
47
Top-10 concentration
56.3%
Filing Structure
Reports holdings for
- HighTower Advisors LLC · File #028-13510 · Q1 2024 – Q2 2024 · declared by one filing
Holdings reported by
- Advisory Services Network LLC · Q3 2019 – Q2 2021 · declared by one filing
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
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 07, 2024 |
| Form | 13F-HR |
| Reported value | $4.4B |
| Positions | 47 |
| Change in reported value | +7.0% |
| New positions | 11 |
| Exited positions | 12 |
| Position turnover | 39.0% |
| Top-10 concentration | 56.3% |
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 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MMM 3M CO | $423.8M | 9.7% |
| 2 | XRAY DENTSPLY SIRONA INC | $413.0M | 9.45% |
| 3 | KMB KIMBERLY-CLARK CORP | $272.6M | 6.24% |
| 4 | NTRS NORTHERN TR CORP | $260.1M | 5.95% |
| 5 | TRV TRAVELERS COMPANIES INC | $240.3M | 5.5% |
| 6 | MWA MUELLER WTR PRODS INC | $189.5M | 4.34% |
| 7 | HR HEALTHCARE RLTY TR | $189.0M | 4.33% |
| 8 | RGA REINSURANCE GRP OF AMERICA I | $180.2M | 4.12% |
| 9 | CLX CLOROX CO DEL | $154.3M | 3.53% |
| 10 | WAT WATERS CORP | $138.1M | 3.16% |
| 11 | CWT CALIFORNIA WTR SVC GROUP | $111.0M | 2.54% |
| 12 | HSIC HENRY SCHEIN INC | $103.4M | 2.37% |
| 13 | CALM CAL MAINE FOODS INC | $101.6M | 2.33% |
| 14 | ILMN ILLUMINA INC | $99.7M | 2.28% |
| 15 | EQC EQUITY COMWLTH | $99.6M | 2.28% |
| 16 | WERN WERNER ENTERPRISES INC | $96.1M | 2.2% |
| 17 | NVST ENVISTA HOLDINGS CORPORATION | $94.6M | 2.16% |
| 18 | INDB INDEPENDENT BK CORP MASS | $84.1M | 1.92% |
| 19 | DGX QUEST DIAGNOSTICS INC | $83.1M | 1.9% |
| 20 | AWK AMERICAN WTR WKS CO INC NEW | $74.3M | 1.7% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.