Optas, LLC NMR — NOMURA HLDGS INC

Ownership history in Optas, LLC  ·  18 quarters on record

AI Ownership Summary

Optas, LLC reported NOMURA HLDGS INC (NMR) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2025 Q4. The latest visible filing shows NMR at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Optas, LLC's position in NOMURA HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NMR was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NMR stock page Optas, LLC fund profile Optas, LLC full holdings
How Optas, LLC held NMR — position size vs. price
% of Fund (quarterly)    NMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 46,039 -6,202 -11.9% 0.05% $363K 2026-04-27 $7.76
2025 Q4 ADDED — — — 52,241 +11,528 +28.3% 0.07% $438K 2026-01-27 $9.12
2025 Q3 ADDED — — — 40,713 +8,761 +27.4% 0.05% $296K 2025-10-15 $7.06
2025 Q2 ADDED — — — 31,952 +774 +2.5% 0.04% $210K 2025-07-23 $6.87
2025 Q1 ADDED — — — 31,178 +1,757 +6.0% 0.03% $192K 2025-04-17 $5.50
2024 Q4 REDUCED 5.9% +10.4% ❌ 29,421 -1,846 -5.9% 0.04% $170K 2025-01-24 $6.03
2024 Q3 REDUCED 23.3% +11.5% ❌ 31,267 -9,497 -23.3% 0.04% $163K 2024-10-29 $5.06
2024 Q2 ADDED — — — 40,764 +1,819 +4.7% 0.06% $236K 2024-07-25 $5.38
2024 Q1 ADDED — — — 38,945 +3,563 +10.1% 0.07% $250K 2024-04-18 $5.49
2023 Q4 ADDED — — — 35,382 +6,540 +22.7% 0.05% $160K 2024-01-26 $4.69
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NMR

As of 2026 Q1 — sorted by position size

DMC Group, LLC 3Y 0.27% MARIETTA INVESTMENT PARTNERS LLC 3Y 7Y 0.17% Ethic Inc. 3Y 0.14% BSW Wealth Partners 3Y 7Y 0.09% Gradient Investments LLC 3Y 7Y 0.07% Paladin Wealth, LLC 0.07% MQS Management LLC 3Y 0.07% Successful Portfolios LLC 3Y 7Y 0.06% Cromwell Holdings LLC 0.06% Abacus Wealth Partners, LLC 0.05%

FAQ About Optas, LLC and NMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Optas, LLC reported owning NMR?

Optas, LLC reported NMR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NMR position in Optas, LLC's portfolio?

The largest reported portfolio weight for NMR was 0.07% in 2025 Q4.

What is the latest reported NMR position on this page?

The most recent filing on this page is 2026 Q1, when Optas, LLC reported 46,039 shares, equal to 0.05% of portfolio, with an estimated market value of $363K.

What does the chart on this NMR ownership page compare?

The chart compares Optas, LLC's quarterly NMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Optas, LLC time their NMR position?

Based on 13F filing dates vs. subsequent NMR price moves, Optas, LLC correctly timed 10 out of 17 reported position changes (59%). The annualised alpha on NMR relative to SPY over the holding period was +2.0%.

← Back to Optas, LLC Holdings