Oak Harvest Investment Services Trims Northern Trust Holdings

Asset manager reduces stake in financial services firm by over a third

Apr. 18, 2026 at 11:43am

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A dramatic, close-up view of intricate, industrial-looking banking equipment and mechanisms, conveying a sense of the complex financial infrastructure that underpins the banking industry.An institutional investor's reduction in Northern Trust holdings reflects shifting sentiment around the global financial services firm.Chicago Today

Oak Harvest Investment Services has reduced its holdings in Northern Trust Corporation (NASDAQ:NTRS) by 36.5% in the fourth quarter, according to a recent SEC filing. The firm now owns 47,996 shares of the asset manager's stock, down from 75,604 shares previously.

Why it matters

This move by Oak Harvest, a prominent investment management firm, provides insight into institutional investor sentiment around Northern Trust. As a major global financial services provider, Northern Trust's performance is closely watched by the investment community.

The details

According to the filing, Oak Harvest Investment Services sold 27,608 shares of Northern Trust during the fourth quarter. The firm's remaining stake in the company is valued at $6.56 million. Other institutional investors and hedge funds have also adjusted their Northern Trust holdings in recent quarters, with some increasing and others decreasing their positions.

  • Oak Harvest Investment Services filed the disclosure on April 18, 2026.
  • The transactions occurred during the fourth quarter of 2025.

The players

Oak Harvest Investment Services

A Texas-based investment management firm that has reduced its stake in Northern Trust Corporation.

Northern Trust Corporation

A global financial services firm headquartered in Chicago that provides asset servicing, asset management and wealth management solutions.

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The takeaway

This reduction in holdings by Oak Harvest Investment Services suggests a potential shift in institutional investor sentiment around Northern Trust. However, the overall investment community remains divided on the company's outlook, with some firms increasing their positions while others, like Oak Harvest, are scaling back.