NCMI · NASDAQ · Advertising Agencies

National CineMedia

Sells on-screen, lobby, digital, and out-of-home advertising around moviegoing audiences.

$2.57
After-hours close−0.01 (−0.39%)
At close$2.58(+3.20%)

Breakdown13F · Form 4

Institutions 87.68%Insiders 30.32%

Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.

Shares outstanding 93.78M · Float 65.32M · 69.7% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Blantyre Capital Ltd27.14M28.94%13FMay 15, 2026
Simon Mullaly · director27.14M28.94%Form 4Oct 24, 2025
Orbis Allan Gray Ltd9.14M9.74%13FMay 15, 2026
Orbis Investment Management Ltd9.05M9.70%13GMay 15, 2026
Hotchkis and Wiley Capital Management, LLC7.90M8.48%13GMay 15, 2026

Institutions13F, as of Mar 31, 2026

105 holders · 82.22M shares · 23 new positions · 60 increased · 29 reduced · 20 closed

HolderShares% outstandingChg q/qFiled
Blantyre Capital Ltd27.14M28.94%0May 15, 2026
Orbis Allan Gray Ltd9.14M9.74%−385.8KMay 15, 2026
Hotchkis & Wiley Capital Management LLC7.90M8.42%+1.96MMay 15, 2026
BlackRock, Inc.5.35M5.70%−64.7KMay 13, 2026
Vanguard Capital Management LLC3.23M3.44%+3.23MnewMay 15, 2026
Wellington Management Group LLP2.78M2.96%−60.6KMay 15, 2026
Barclays PLC2.16M2.31%+159.8KMay 15, 2026
Geode Capital Management, LLC2.02M2.16%+64.3KMay 15, 2026

Beneficial owners13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Blantyre Capital Limitedincl. Blantyre Capital ICAV, Blantyre Mulanje III GP Limited +7 more29.00%27.14M13DSep 29, 2025
Orbis Investment Management Ltd9.70%9.05M13GMay 15, 2026
Hotchkis and Wiley Capital Management, LLC8.48%7.90M13GMay 15, 2026
BlackRock, Inc.6.00%5.70MNov 8, 2024

InsidersForm 4

InsiderRoleShares% outstandingFiled
Simon Mullalydirector27.14M28.94%Oct 24, 2025
Blantyre Capital Ltd10 percent owner4.31M4.60%Mar 11, 2025
Thomas F. Lesinskidirector, officer: Chief Executive Officer550.7K0.59%Aug 4, 2026
Ronnie Y. Ngofficer: Chief Financial Officer204.1K0.22%Aug 4, 2026
Maria VG Woodsofficer: Chief Legal Officer163.2K0.17%Jul 2, 2026
David Edward Glazekdirector111.7K0.12%Aug 18, 2026
Joe Marchesedirector70.9K0.08%Mar 3, 2026
Nicholas Belldirector69.2K0.07%Mar 3, 2026
Juliana F. Hilldirector58.6K0.06%Mar 3, 2026
Catherine Sullivanofficer: President - Sales & Marketing25.7K0.03%Oct 6, 2025

4 ten-percent owners hold 14.03M shares by Form 4 — the 13D/G table above shows those stakes, the figure above counts officers and directors only · 33 people have not refiled in the last 18 months (36.88M shares), so they are not in the figure above

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 3, 2026
Thomas F. Lesinskidirector, officer: Chief Executive Officer
Sale50,623$4.18550,661
Aug 3, 2026
Ronnie Y. Ngofficer: Chief Financial Officer
Sale1,000$4.05204,095
Jul 2, 2026
Thomas F. Lesinskidirector, officer: Chief Executive Officer
Sale70,168$3.77526,724
Jul 2, 2026
Ronnie Y. Ngofficer: Chief Financial Officer
Sale32,328$3.77205,095
Jul 2, 2026
Maria VG Woodsofficer: Chief Legal Officer
Sale12,058$3.77163,162
Jun 26, 2026
Thomas F. Lesinskidirector, officer: Chief Executive Officer
Sale28,900$3.62493,559
Jun 25, 2026
Thomas F. Lesinskidirector, officer: Chief Executive Officer
Sale46,100$3.55522,459
Jun 22, 2026
Ronnie Y. Ngofficer: Chief Financial Officer
Sale19,000$3.42185,757
May 4, 2026
Thomas F. Lesinskidirector, officer: Chief Executive Officer
Sale20,181$3.45568,559
May 4, 2026
Ronnie Y. Ngofficer: Chief Financial Officer
Sale12,925$3.45204,757

CongressHouse and Senate disclosures

Not reported.