13FPulse
NE

NEU NEWMARKET CORP

2026Q2 · CUSIP 651587107 · Sector: Materials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
414
Institutions that reported holding it to the SEC
Net increase in holders
+33
Last quarter 381 → now 414
How unusual is that
Top 10%
Stronger buying than 91% of US stocks
What the filings say, in one paragraph

414 funds held NEU at the end of 2026Q2, up 33 from the quarter before. That is stronger buying than 90.7% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.7B(YoY -1.3%), the P/E is 19.7x, return on equity is 23.6%. NEU has had 10 buying rushes in its history, and the price moved +3.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=222 2013Q4: holders=226 2014Q1: holders=238 2014Q2: holders=235 2014Q3: holders=235 2014Q4: holders=237 2015Q1: holders=233 2015Q2: holders=237 2015Q3: holders=223 2015Q4: holders=225 2016Q1: holders=226 2016Q2: holders=226 2016Q3: holders=232 2016Q4: holders=250 2017Q1: holders=245 2017Q2: holders=252 2017Q3: holders=246 2017Q4: holders=259 2018Q1: holders=260 2018Q2: holders=250 2018Q3: holders=255 2018Q4: holders=246 2019Q1: holders=270 2019Q2: holders=268 2019Q3: holders=295 2019Q4: holders=294 2020Q1: holders=268 2020Q2: holders=278 2020Q3: holders=257 2020Q4: holders=266 2021Q1: holders=259 2021Q2: holders=248 2021Q3: holders=245 2021Q4: holders=243 2022Q1: holders=235 2022Q2: holders=213 2022Q3: holders=228 2022Q4: holders=246 2023Q1: holders=262 2023Q2: holders=269 2023Q3: holders=279 2023Q4: holders=308 2024Q1: holders=327 2024Q2: holders=318 2024Q3: holders=320 2024Q4: holders=317 2025Q1: holders=319 2025Q2: holders=359 2025Q3: holders=403 2025Q4: holders=416 2026Q1: holders=381 2026Q2: holders=414 -44 -22 +0 +22 +44 191314437 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 10 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2025Q3 Top 10% -7.3% -18.2%
2025Q2 Top 10% +9.0% +1.9%
2024Q1 Top 20% -7.2% +0.3%
2023Q4 Top 20% +3.6% -7.5%
2023Q3 Top 20% +9.0% +19.8%
2023Q1 Top 20% +5.6% +17.5%
2022Q3 Top 10% +6.8% +13.7%
2019Q3 Top 5% -4.2% -13.1%
2019Q1 Top 20% -2.9% +14.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
200
Change in large funds
+11
Total value they hold
$4.7B
Funds buying for the first time
92
Funds that sold out entirely
59
Price change that quarter
+31.0%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
19.7
EPS (TTM)
$46.50
EPS YoY
-7.8%
Revenue (TTM)
$2.7B
Revenue YoY
-1.3%
Net margin
15.8%
ROE
23.6%
Debt ratio
49.2%
FCF (TTM)
$474M
Dividend (TTM)
$11.75
Quarterly Revenue & EPS
2022-09-30: EPS 6.32 2022-12-31: EPS 9.16 2023-03-31: EPS 10.09 2023-06-30: EPS 10.36 2023-09-30: EPS 11.60 2023-12-31: EPS 8.39 2024-03-31: EPS 11.23 2024-06-30: EPS 11.63 2024-09-30: EPS 13.79 2024-12-31: EPS 11.57 2025-03-31: EPS 13.26 2025-06-30: EPS 11.84 2025-09-30: EPS 10.67 2025-12-31: EPS 8.67 2026-03-31: EPS 12.62 2026-06-30: EPS 14.54 0M 374M 747M $M 0.00 8.00 15.99 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 13 10 16 22 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-21M69M158M 20162017201820192020202120222023202420252026
Latest quarter $100M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.