Stocklore

Nike, Inc. (NKE)

Consumer Goods · US stock

What changed in recent filings

  • Revenue +0% YoYQuarter ended May 31, 2026
  • Institutions — 6 new · 1 added13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Nike, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 7
2019 Q1 · 32019 Q2 · 32019 Q3 · 32019 Q4 · 42020 Q1 · 32020 Q2 · 62020 Q3 · 32020 Q4 · 72021 Q1 · 52021 Q2 · 52021 Q3 · 72021 Q4 · 42022 Q1 · 62022 Q2 · 62022 Q3 · 52022 Q4 · 52023 Q1 · 52023 Q2 · 42023 Q3 · 62023 Q4 · 52024 Q1 · 62024 Q2 · 62024 Q3 · 42024 Q4 · 52025 Q1 · 52025 Q2 · 42025 Q3 · 62025 Q4 · 42026 Q1 · 32026 Q2 · 7
19 Q122 Q326 Q2

2019 Q1: 3 → 2026 Q2: 7 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Nike, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Counder 0.01% of portfolio · since 2020 Q4
  • Tudor Investment CorpNew this quarter0.04% of portfolio · since 2026 Q2
  • Harris Associates (Oakmark)0.78% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management0.04% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.08% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.35% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.03% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

The world's largest sports apparel and footwear company, outsourcing production to Asian contractors in Vietnam, Indonesia, and elsewhere. Its brand and star marketing enable premium pricing, and it focuses on margin management via digital direct-to-consumer (DTC) channels. But geopolitical/logistics risk from Asian production reliance, cyclical sensitivity, and swings in the China market are cautions.

What is the Consumer Goods sector?

Staples, sportswear, and food & drink. Defensive dividend names.

Nike, Inc. is classified under the Consumer Goods sector. See peers below.

NKE revenue by segment summary

SEC 10-K · segment totals cross-checked against total revenue

2026-05-31 revenue was $46.4B, +0.2% YoY.

The largest segment is NIKE Brand, 97.5% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the NIKE Brand segment (about 100% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Nike, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLYState Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
1.23%
DIA
0.55%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.22%
VTVVANGUARD VALUE INDEX FUND
0.18%
RSPInvesco S&P 500 Equal Weight ETF
0.15%
SPY
0.08%
VOOVANGUARD 500 INDEX FUND
0.08%
IVViShares Core S&P 500 ETF
0.08%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.07%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.07%

NKE on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Consumer Goods average
See full NKE analysis →

Peers · Consumer Goods

NKE FAQ

What is Nike, Inc. (NKE)?

The world's largest sports apparel and footwear company, outsourcing production to Asian contractors in Vietnam, Indonesia, and elsewhere. Its brand and star marketing enable premium pricing, and it focuses on margin management via digital direct-to-consumer (DTC) channels. But geopolitical/logistics risk from Asian production reliance, cyclical sensitivity, and swings in the China market are cautions.

What sector is Nike, Inc. in?

Nike, Inc. is classified under Consumer Goods. Staples, sportswear, and food & drink. Defensive dividend names.

What are Nike, Inc.'s main revenue segments?

The largest segment is NIKE Brand, about 97.5% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Nike, Inc. (NKE) stock?

On Stocklore you can see NKE's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea