NIKE, Inc.

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 1,882 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• Nike has two classes of common stock. As of 8 July 2026 (10-K cover page and proxy record date): Class A 281,387,752 shares, Class B 1,202,110,951 shares, combined 1,483,498,703. Class B is listed on the NYSE under NKE; Class A is not publicly traded but is convertible 1-for-1 into Class B at the holder's option (16 holders of record of Class A versus approximately 20,000 of Class B, per the FY2026 10-K).
• company.shares_outstanding (1,483,498,703) is the COMBINED Class A plus Class B total from the FY2026 10-K cover page, and it is now the denominator for every pct_of_company in the register: each row's shares divided by 1,483,498,703. Each row's own share count remains class-specific (Class B for the seven institutional 13F rows, for Travis Knight and for the officers aggregate; Class A for Philip Knight, Swoosh LLC and the Travis Trust), and each row's method_note records the percent-of-class figure the source filing prints alongside it, so the class arithmetic stays traceable. Do not read any pct_of_company here as the percent-of-class figure quoted in the proxy: they are different numbers on different bases.
• Voting: each Class A share and each Class B share carries one vote, and the two classes vote together on all matters except the election of directors (source: 2026 proxy statement, 'How are votes calculated?' and the notice of annual meeting). For director elections the classes vote as separate classes. For as long as Class B outstanding shares are between 25% and 87.5% of total common stock outstanding (currently the case), Class B holders elect 25% of the Board (rounded up) and Class A holders elect the rest; if Class A ever falls below 12.5% of total common stock, Class A and Class B vote together for those remaining seats instead. At the FY2026 Annual Meeting (11 director seats), Class A elects 8 and Class B elects 3, which is the source of the FY2026 10-K risk-factor language that Class A 'elect[s] three-quarters of the Board of Directors rounded down to the next whole number.' Because Swoosh LLC alone holds 78.8% of Class A, it can effectively control all 8 of the Class-A-elected board seats.
• company.market_cap_usd ($60.42 billion) is stockanalysis.com's stated figure 'as of August 17, 2026'. Cross-check: Yahoo Finance's chart API gave a NKE regularMarketPrice of $40.73 at the 14 August 2026 close (the most recent trading day before the stated date); $40.73 x 1,483,498,703 combined shares = $60.42 billion, matching to the nearest ten million.
• 13F filers report Class B only, since that is the traded, 13F-reportable class; Class A is not registered under Section 12 and is not 13F-eligible. Every institutional row above is explicitly a Class B position.
• Vanguard entity substitution, per the house rule on Vanguard's January 2026 filer reorganisation. This register uses 'The Vanguard Group, Inc.' Form 13F-HR (CIK 0000102909) for the quarter ended 31 December 2025: 116,993,541 Class B shares. Nike's own 2026 proxy separately lists a '5% Stockholder' named 'Vanguard Capital Management' at 100 Vanguard Blvd., Malvern PA (the same address Vanguard Group uses) holding 89,476,687 Class B shares (7.5%), sourced by the proxy to a Schedule 13G/A filed as of 31 March 2026. These are treated here as the same Vanguard complex reported through two different entity names and filing types (13F-HR vs. 13G/A) as of two different dates; do NOT sum the 89,476,687 proxy figure with the 116,993,541 13F figure above, they are not additive.
• State Street disagreement, recorded rather than resolved. This register uses State Street Corporation's own Form 13F-HR for the quarter ended 30 June 2026 (CIK 0000093751): 63,598,789 Class B shares. Nike's 2026 proxy separately lists State Street at 59,588,679 Class B shares (5.0%), sourced by the proxy to a Schedule 13G/A filed as of 31 March 2026, three months older than the 13F figure used here.
• 13F market values are the managers' own reported figures as of each period end. Vanguard's row (period 31 Dec 2025) implies roughly $63.71 per Class B share; the six 30 June 2026 rows (BlackRock, State Street, Geode, FMR, Morgan Stanley, JPMorgan) imply roughly $40.9 to $41.5 per share, consistent with each other and reflecting a large decline in NIKE's share price between the two 13F dates (the stock's 52-week range as of 17 Aug 2026 was $40.00 to $80.17 per Yahoo Finance).
• The proxy's beneficial-ownership table also lists 'Sojitz Corporation of America' holding 300,000 shares of a separate Preferred stock class (100% of that class), tied to a historical Nike Japan joint-venture relationship. This is a different security (redeemable preferred, per Note 8 of the FY2026 10-K) from the Class A/Class B common stock covered by this register and is excluded here as a different instrument.
• Holdings is empty and that is a sourced finding, not a gap. The FY2026 Form 10-K (period ended 31 May 2026, filed 15 July 2026), the only Nike financial statement filed since the FY2026 fiscal year-end at the time of this research, was searched in full for 'equity method', 'non-marketable', 'measurement alternative', 'unrealized gain', 'joint venture', 'equity investment' and 'minority interest'; none of these phrases describing an equity-method or non-marketable equity stake appears anywhere in the filing. The balance sheet's 'Short-term investments' ($1,464 million as of 31 May 2026) are described in Note 1 as commercial paper, corporate notes, bank deposits, money-market funds and U.S. Treasury obligations, i.e. treasury-style holdings excluded by the brief. 'Deferred income taxes and other assets' ($5,674 million) is itemised in the notes as deferred tax assets, company-owned life insurance cash-surrender value, and endorsement-contract prepayments; no equity stake in another company is disclosed within it. Nike's own EDGAR filing history contains no 13F-HR of any vintage under CIK 0000320187, consistent with Nike not acting as an institutional investment manager.
• The FY2026 10-K (filed 15 July 2026, period ended 31 May 2026) is the most current annual report as of this research (17 August 2026); the next 10-Q (Q1 FY2027, covering the quarter ending on or about 31 August 2026) had not yet been filed.
• Correction, 21 August 2026: every register percentage was previously a percent of the holder's own share class, and adding the rows produced 126.71 percent of a company that can only be 100 percent. The proxy table's percentage column is headed 'PERCENT OF CLASS', so Swoosh LLC at 78.8 percent, Philip Knight at 9.8 percent and the Travis A. Knight 2009 Irrevocable Trust II at 8.8 percent were percentages of Class A (281,387,752 shares), and the 13F rows plus Travis Knight and the officers aggregate were percentages of Class B (1,202,110,951 shares). Every pct_of_company has been restated against total shares outstanding across both classes (1,483,498,703, stated on the FY2026 10-K cover), with the original percent-of-class figure kept in each row's method_note. Share counts were not changed. The register now sums to 42.26 percent. The one suspected overlap, the Travis Trust sitting inside Swoosh LLC, was checked and refuted: the proxy sources and footnotes the two holdings separately, and the three Class A rows together (273,910,856 shares) fit inside Class A outstanding, so they cannot be describing the same shares. The only genuine container in this file remains the directors and officers aggregate, which was already marked, with Travis Knight already rolling up into it.
• Unresolved, and left uncounted rather than guessed: the proxy gives Philip Knight a Class B line of 35,815,174 shares (2.9 percent) as well as his Class A line of 27,479,487. For Swoosh LLC and for the Travis Trust the Class B line repeats the Class A figure exactly, which is the pure as-converted duplication the table's preamble describes. Philip Knight's Class B line exceeds his Class A holding by 8,335,687 shares, which implies he beneficially owns that many actual Class B shares on top of his Class A shares. The proxy never states those 8,335,687 shares as a figure of its own, and its footnotes 9 and 10 mention only the excluded spouse shares, so no row here carries them and his row remains the filed 27,479,487 Class A shares (1.852 percent). If that inference is right, his true stake is 35,815,174 shares, or 2.414 percent of total shares outstanding, and this register understates him by 0.562 points.