NIKE, Inc.
MX ˙ BMV ˙ US6541061031
SecurityMX:NKE / NIKE, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership419,528 shares
Latest Disclosed Value $ 22,159,474
EP Wealth Advisors, Inc. reports 21.01% decrease in ownership of NKE / NIKE, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 419,528 shares of NIKE, Inc. (MX:NKE) valued at $22,159,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 531,094 shares of NIKE, Inc.. This represents a change in shares of -21.01% 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.

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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)
2026-05-14 2026-03-31 13F NIKE CL B 654106103 419,528 -111,566 -21.01 22,159 -34.51 0.1088
2026-02-18 2025-12-31 13F NIKE CL B 654106103 531,094 60,555 12.87 33,836 1.22 0.1758
2025-08-14 2025-06-30 13F NIKE CL B 654106103 470,539 32,447 7.41 33,427 20.20 0.2197
2025-05-15 2025-03-31 13F NIKE CL B 654106103 438,092 31,080 7.64 27,810 -9.70 0.2222
2025-02-14 2024-12-31 13F NIKE CL B 654106103 407,012 11,889 3.01 30,799 -11.82 0.2513
2024-11-15 2024-09-30 13F NIKE CL B 654106103 395,123 48,473 13.98 34,929 33.69 0.3002
2024-08-19 2024-06-30 13F NIKE CL B 654106103 346,650 95,117 37.81 26,127 10.52 0.2776
2024-05-14 2024-03-31 13F NIKE CL B 654106103 251,533 -30,948 -10.96 23,639 -22.92 0.2763
2024-02-28 2023-12-31 13F NIKE CL B 654106103 282,481 250,815 792.06 30,669 913.18 0.3912
2023-11-24 2023-09-30 13F NIKE CL B 654106103 31,666 26,466 508.96 3,028 -9.75 0.0470
2023-08-14 2023-06-30 13F NIKE CL B 654106103 5,200 -2,176 -29.50 3,354 31.63 0.0484
2023-06-05 2023-03-31 13F NIKE CL B 654106103 7,376 -19,616 -72.67 2,548 -19.32 0.0438
2023-06-12 2022-12-31 13F NIKE CL B 654106103 26,992 -6,738 -19.98 3,158 12.62 0.0569
2022-12-02 2022-09-30 13F NIKE CL B 654106103 33,730 3,561 11.80 2,804 -9.05 0.0636
2022-08-11 2022-06-30 13F NIKE CL B 654106103 30,169 2,179 7.78 3,083 -18.14 0.0694
2022-05-20 2022-03-31 13F NIKE CL B 654106103 27,990 551 2.01 3,766 -17.65 0.0827
2022-02-17 2021-12-31 13F NIKE CL B 654106103 27,439 174 0.64 4,573 15.48 0.1081
2021-11-23 2021-09-30 13F/A-1 NIKE CL B 654106103 27,265 -499 -1.80 3,960 -7.67 0.1086
2021-11-16 2021-09-30 13F NIKE CL B 654106103 5,765 -21,999 3,960 0.1086
2021-08-24 2021-06-30 13F NIKE CL B 654106103 27,764 -1,098 -3.80 4,289 11.84 0.1189
2021-05-17 2021-03-31 13F NIKE CL B 654106103 28,862 -194 -0.67 3,835 -6.71 0.1219
2021-02-18 2020-12-31 13F NIKE CL B 654106103 29,056 4,580 18.71 4,111 33.78 0.1445
2020-11-17 2020-09-30 13F NIKE CL B 654106103 24,476 -2,726 -10.02 3,073 15.22 0.1322
2020-08-14 2020-06-30 13F NIKE CL B 654106103 27,202 -4,521 -14.25 2,667 1.60 0.1139
2020-05-18 2020-03-31 13F NIKE CL B 654106103 31,723 -26,520 -45.53 2,625 -55.52 0.1285
2020-02-14 2019-12-31 13F NIKE CL B 654106103 58,243 -2,065 -3.42 5,901 4.18 0.2430
2019-11-18 2019-09-30 13F NIKE CL B 654106103 60,308 890 1.50 5,664 13.55 0.2809
2019-08-27 2019-06-30 13F NIKE CL B 654106103 59,418 54,875 1,207.90 4,988 1,202.35 0.3116
2019-05-20 2019-03-31 13F NIKE CL B 654106103 4,543 -50 -1.09 383 12.32 0.0368
2019-02-15 2018-12-31 13F NIKE CL B 654106103 4,593 -743 -13.92 341 -24.56 0.0263
2018-11-15 2018-09-30 13F NIKE CL B 654106103 5,336 2,589 94.25 452 106.39 0.0353
2018-08-14 2018-06-30 13F NIKE CL B 654106103 2,747 2,747 219 0.0207
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.