NIKE, Inc.
MX ˙ BMV ˙ US6541061031
SecurityMX:NKE / NIKE, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership1,986,399 shares
Latest Disclosed Value $ 104,922,771
Stifel Financial Corp reports 11.02% increase in ownership of NKE / NIKE, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 1,986,399 shares of NIKE, Inc. (MX:NKE) valued at $104,922,771 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,789,298 shares of NIKE, Inc.. This represents a change in shares of 11.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F NIKE CL B 654106103 1,986,399 197,101 11.02 104,923 -7.96 0.0226
2026-02-13 2025-12-31 13F NIKE CL B 654106103 1,789,298 28,771 1.63 113,998 -7.14 0.1025
2025-11-12 2025-09-30 13F NIKE CL B 654106103 1,760,527 25,487 1.47 122,764 -0.40 0.1121
2025-08-14 2025-06-30 13F NIKE CL B 654106103 1,735,040 328,100 23.32 123,259 38.00 0.1199
2025-05-14 2025-03-31 13F NIKE CL B 654106103 1,406,940 117,678 9.13 89,318 -8.45 0.0949
2025-02-13 2024-12-31 13F NIKE CL B 654106103 1,289,262 -2,439,467 -65.42 97,566 -70.40 0.1016
2024-11-14 2024-09-30 13F NIKE CL B 654106103 3,728,729 210,760 5.99 329,629 24.31 0.3457
2024-08-13 2024-06-30 13F NIKE CL B 654106103 3,517,969 -11,550 -0.33 265,158 -20.07 0.2984
2024-05-14 2024-03-31 13F NIKE CL B 654106103 3,529,519 -89,948 -2.49 331,719 -15.59 0.3779
2024-02-12 2023-12-31 13F NIKE CL B 654106103 3,619,467 37,389 1.04 392,979 14.73 0.4945
2023-11-13 2023-09-30 13F NIKE CL B 654106103 3,582,078 88,412 2.53 342,530 -11.17 0.4815
2023-08-14 2023-06-30 13F NIKE CL B 654106103 3,493,666 132,608 3.95 385,608 -6.45 0.5277
2023-05-12 2023-03-31 13F NIKE CL B 654106103 3,361,058 1,923,830 133.86 412,214 145.10 0.5908
2023-02-13 2022-12-31 13F NIKE CL B 654106103 1,437,228 6,653 0.47 168,181 41.43 0.2524
2022-11-14 2022-09-30 13F NIKE CL B 654106103 1,430,575 -107,651 -7.00 118,916 -24.36 0.1947
2022-08-15 2022-06-30 13F NIKE CL B 654106103 1,538,226 26,023 1.72 157,216 -22.74 0.2461
2022-05-13 2022-03-31 13F NIKE CL B 654106103 1,512,203 -44,454 -2.86 203,492 -21.57 0.2777
2022-02-14 2021-12-31 13F NIKE CL B 654106103 1,556,657 216,988 16.20 259,461 33.35 0.3430
2021-11-15 2021-09-30 13F NIKE CL B 654106103 1,339,669 171,014 14.63 194,567 7.76 0.2853
2021-08-13 2021-06-30 13F NIKE CL B 654106103 1,168,655 -17,123 -1.44 180,550 14.58 0.2702
2021-05-14 2021-03-31 13F NIKE CL B 654106103 1,185,778 191,893 19.31 157,582 12.07 0.2598
2021-02-12 2020-12-31 13F NIKE CL B 654106103 993,885 -2,028,491 -67.12 140,609 -62.94 0.2509
2020-11-16 2020-09-30 13F NIKE CL B 654106103 3,022,376 93,840 3.20 379,430 32.14 0.7805
2020-08-14 2020-06-30 13F NIKE CL B 654106103 2,928,536 90,724 3.20 287,142 22.51 0.6603
2020-05-14 2020-03-31 13F NIKE CL B 654106103 2,837,812 1,773,141 166.54 234,385 117.37 0.6473
2020-02-13 2019-12-31 13F NIKE CL B 654106103 1,064,671 122,361 12.99 107,827 21.88 0.2246
2019-11-19 2019-09-30 13F/A-1 NIKE CL B 654106103 942,310 89,760 10.53 88,470 23.60 0.2257
2019-11-13 2019-09-30 13F NIKE CL B 654106103 942,847 90,297 88,520 49,619.8968
2019-08-14 2019-06-30 13F NIKE CL B 654106103 852,550 4,962 0.59 71,576 0.39 0.1846
2019-05-14 2019-03-31 13F NIKE CL B 654106103 847,588 191,629 29.21 71,301 46.64 0.2015
2019-02-13 2018-12-31 13F NIKE CL B 654106103 655,959 -13,035 -1.95 48,622 -14.06 0.1572
2018-11-13 2018-09-30 13F NIKE CL B 654106103 668,994 -29,726 -4.25 56,577 1.55 0.1621
2018-08-14 2018-06-30 13F NIKE CL B 654106103 698,720 4,796 0.69 55,715 20.58 0.1710
2018-05-11 2018-03-31 13F NIKE CL B 654106103 693,924 -616,798 -47.06 46,206 -43.78 0.1458
2018-02-14 2017-12-31 13F NIKE CL B 654106103 1,310,722 -8,294 -0.63 82,192 20.11 0.2606
2017-11-13 2017-09-30 13F NIKE CL B 654106103 1,319,016 49,251 3.88 68,428 -8.68 0.2375
2017-08-14 2017-06-30 13F NIKE CL B 654106103 1,269,765 65,045 5.40 74,929 11.36 0.2782
2017-05-10 2017-03-31 13F NIKE CL B 654106103 1,204,720 222,020 22.59 67,288 34.75 0.2605
2017-02-16 2016-12-31 13F NIKE CL B 654106103 982,700 239,333 32.20 49,935 27.53 0.2120
2016-11-15 2016-09-30 13F NIKE CL B 654106103 743,367 355,607 91.71 39,156 82.93 0.1761
2016-08-17 2016-06-30 13F NIKE CL B 654106103 387,760 26,392 7.30 21,405 -3.63 0.0990
2016-05-16 2016-03-31 13F NIKE CL B 654106103 361,368 7,472 2.11 22,211 0.40 0.1184
2016-03-21 2015-12-31 13F/A-2 NIKE CL B 654106103 353,896 191,749 118.26 22,122 10.95 0.1152
2016-02-26 2015-12-31 13F/A-1 NIKE CL B 654106103 353,382 -514 22,092 0.1155
2016-02-16 2015-12-31 13F NIKE CL B 654106103 346,434 23,071
2015-11-16 2015-09-30 13F NIKE CL B 654106103 162,147 -22,594 -12.23 19,939 0.19 0.1120
2015-08-17 2015-06-30 13F/A-1 NIKE CL B 654106103 184,741 20,327 12.36 19,902 20.65 0.1029
2015-08-17 2015-06-30 13F NIKE CL B 654106103 181,851 19,603
2015-05-14 2015-03-31 13F NIKE CL B 654106103 164,414 7,067 4.49 16,495 9.05 0.0903
2015-02-13 2014-12-31 13F NIKE CL B 654106103 157,347 22,461 16.65 15,126 25.73 0.0840
2014-11-13 2014-09-30 13F NIKE CL B 654106103 134,886 87,812 186.54 12,031 229.53 0.1056
2014-08-14 2014-06-30 13F NIKE CL B 654106103 47,074 27,654 142.40 3,651 154.60 0.0328
2014-05-15 2014-03-31 13F NIKE CL B 654106103 19,420 19,420 1,434 0.0137
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.