NIKE, Inc.
MX ˙ BMV ˙ US6541061031
SecurityMX:NKE / NIKE, Inc.
InstitutionFirst Manhattan Co
Latest Disclosed Ownership330,302 shares
Latest Disclosed Value $ 17,581,949
First Manhattan Co reports 12.35% decrease in ownership of NKE / NIKE, Inc.

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 330,302 shares of NIKE, Inc. (MX:NKE) valued at $17,581,949 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 376,851 shares of NIKE, Inc.. This represents a change in shares of -12.35% 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)
2026-05-15 2026-03-31 13F NIKE CL B 654106103 330,302 -46,549 -12.35 17,582 -27.24 0.0488
2026-02-17 2025-12-31 13F NIKE CL B 654106103 376,851 -108,217 -22.31 24,165 -28.91 0.0634
2025-11-14 2025-09-30 13F NIKE CL B 654106103 485,068 8,579 1.80 33,991 -0.11 0.0898
2025-08-14 2025-06-30 13F NIKE CL B 654106103 476,489 -372,957 -43.91 34,026 -37.25 0.0961
2025-05-15 2025-03-31 13F NIKE CL B 654106103 849,446 156,895 22.65 54,228 -3.57 0.1582
2025-02-14 2024-12-31 13F NIKE CL B 654106103 692,551 -84,282 -10.85 56,233 -18.44 0.1649
2024-11-14 2024-09-30 13F NIKE CL B 654106103 776,833 -615,983 -44.23 68,948 -34.63 0.2044
2024-08-15 2024-06-30 13F/A-1 NIKE CL B 654106103 1,392,816 200,382 16.80 105,464 -5.89 0.3382
2024-08-14 2024-06-30 13F NIKE CL B 654106103 1,392,816 200,382 105,464 0.3382
2024-05-15 2024-03-31 13F NIKE CL B 654106103 1,192,434 -88,085 -6.88 112,065 -19.40 0.3631
2024-02-13 2023-12-31 13F NIKE CL B 654106103 1,280,519 -222,606 -14.81 139,030 -3.27 0.4823
2023-11-14 2023-09-30 13F NIKE CL B 654106103 1,503,125 -35,422 -2.30 143,729 -14.97 0.5306
2023-08-14 2023-06-30 13F NIKE CL B 654106103 1,538,547 -2,577 -0.17 169,025 -10.57 0.6192
2023-05-15 2023-03-31 13F NIKE CL B 654106103 1,541,124 -58,184 -3.64 189,004 1.00 0.7249
2023-02-14 2022-12-31 13F NIKE CL B 654106103 1,599,308 -111,596 -6.52 187,136 32.42 0.6858
2022-11-14 2022-09-30 13F NIKE CL B 654106103 1,710,904 239,368 16.27 141,324 -5.31 0.5985
2022-08-15 2022-06-30 13F NIKE CL B 654106103 1,471,536 33,806 2.35 149,250 -22.85 0.6015
2022-05-16 2022-03-31 13F NIKE CL B 654106103 1,437,730 407,604 39.57 193,461 12.68 0.6328
2022-02-14 2021-12-31 13F NIKE CL B 654106103 1,030,126 11,409 1.12 171,691 16.05 0.5658
2021-11-15 2021-09-30 13F NIKE CL B 654106103 1,018,717 18,259 1.83 147,948 -4.28 0.5450
2021-08-16 2021-06-30 13F NIKE CL B 654106103 1,000,458 164,656 19.70 154,561 39.16 0.5642
2021-05-14 2021-03-31 13F NIKE CL B 654106103 835,802 129,784 18.38 111,070 11.20 0.4788
2021-02-16 2020-12-31 13F NIKE CL B 654106103 706,018 8,549 1.23 99,880 14.07 0.4780
2020-11-12 2020-09-30 13F NIKE CLASS B 654106103 697,469 -2,488 -0.36 87,560 27.58 0.4511
2020-08-14 2020-06-30 13F NIKE CLASS B 654106103 699,957 1,828 0.26 68,630 18.81 0.3966
2020-05-06 2020-03-31 13F NIKE CLASS B 654106103 698,129 564,307 421.68 57,763 326.08 0.3744
2020-02-13 2019-12-31 13F NIKE CLASS B 654106103 133,822 1,604 1.21 13,557 9.18 0.0680
2019-11-13 2019-09-30 13F NIKE CLASS B 654106103 132,218 -1,654 -1.24 12,417 10.49 0.0684
2019-08-16 2019-06-30 13F NIKE CLASS B 654106103 133,872 -12,420 -8.49 11,238 -8.78 0.0624
2019-04-12 2019-03-31 13F NIKE CLASS B 654106103 146,292 -6,459 -4.23 12,319 8.79 0.0711
2019-01-30 2018-12-31 13F NIKE CLASS B 654106103 152,751 -4,195 -2.67 11,324 -14.83 0.0705
2018-10-15 2018-09-30 13F NIKE CLASS B 654106103 156,946 -125 -0.08 13,296 6.24 0.0709
2018-08-01 2018-06-30 13F NIKE CLASS B 654106103 157,071 4,425 2.90 12,515 23.41 0.0722
2018-04-20 2018-03-31 13F NIKE CLASS B 654106103 152,646 -1,275 -0.83 10,141 5.34 0.0577
2018-01-22 2017-12-31 13F NIKE CLASS B 654106103 153,921 -4,625 -2.92 9,627 17.12 0.0527
2017-10-25 2017-09-30 13F NIKE CLASS B 654106103 158,546 -9,280 -5.53 8,220 -16.98 0.0471
2017-08-10 2017-06-30 13F/A-2 NIKE CLASS B 654106103 167,826 -2,300 -1.35 9,901 4.43 0.0577
2017-08-01 2017-06-30 13F/A-1 NIKE CLASS B 654106103 167,826 0 9,901 0.0577
2017-07-28 2017-06-30 13F NIKE CLASS B 654106103 167,826 -2,300 9,901
2017-04-25 2017-03-31 13F/A-1 NIKE CLASS B 654106103 170,126 -5,800 -3.30 9,481 6.03 0.0563
2017-04-24 2017-03-31 13F NIKE CLASS B 654106103 190,424 10,025
2017-01-25 2016-12-31 13F NIKE CLASS B 654106103 175,926 -14,498 -7.61 8,942 -10.80 0.0544
2016-10-20 2016-09-30 13F NIKE CLASS B 654106103 190,424 -6,650 -3.37 10,025 -7.84 0.0611
2016-07-14 2016-06-30 13F NIKE CLASS B 654106103 197,074 -5,386 -2.66 10,878 -12.59 0.0668
2016-04-22 2016-03-31 13F NIKE CLASS B 654106103 202,460 -1,164 -0.57 12,445 -2.21 0.0766
2016-01-20 2015-12-31 13F NIKE CLASS B 654106103 203,624 100,429 97.32 12,726 0.28 0.0781
2015-10-26 2015-09-30 13F NIKE CLASS B 654106103 103,195 -2,363 -2.24 12,690 11.30 0.0816
2015-07-17 2015-06-30 13F NIKE CLASS B 654106103 105,558 -566 -0.53 11,402 7.09 0.0673
2015-04-30 2015-03-31 13F NIKE CLASS B 654106103 106,124 564 0.53 10,647 4.91 0.0613
2015-01-20 2014-12-31 13F NIKE CLASS B 654106103 105,560 -2,379 -2.20 10,149 5.41 0.0575
2014-10-23 2014-09-30 13F NIKE CLASS B 654106103 107,939 -1,000 -0.92 9,628 13.97 0.0560
2014-08-14 2014-06-30 13F/A-1 NIKE CLASS B 654106103 108,939 -6,300 -5.47 8,448 -0.74 0.0535
2014-05-16 2014-03-31 13F NIKE CLASS B 654106103 115,239 -54 -0.05 8,511 -6.12 0.0561
2014-02-04 2013-12-31 13F NIKE CLASS B 654106103 115,293 -3,100 -2.62 9,066 5.42 0.0599
2013-10-29 2013-09-30 13F NIKE CLASS B 654106103 118,393 2,600 2.25 8,600 18.44 0.0601
2013-08-13 2013-06-30 13F NIKE CLASS B 654106103 115,793 115,793 7,261 0.0499
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.