Nicholas Co Inc

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Nicholas Co Inc
✚
CRD #108347
SEC #801-4658
CIK #0001000045, 0000903949
AUM 6,076.9 M (2026-01-23)
Employees 16 (44% Investors, 6% Brokers)
Fees
Minimum
Phone414-272-4650
Address411 E Wisconsin Ave
Milwaukee, WI 53202-4467
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
7.56.04.53.01.50.01999200820172027
Sector Form 13F Holdings Value ($B)
Alphabet Inc 0.2
Nvidia Corp 0.2
Amazon Com Inc 0.2
Apple Inc 0.2
Microsoft Corp 0.2
O Reilly Automotive Inc 0.1
TJX Companies Inc /DE/ 0.1
Costco Wholesale Corp /NEW 0.1
Progressive Waste Solutions Ltd 0.1
Broadcom Inc 0.1
View All
Holdings by Sector ($B)
7.56.04.53.01.50.02011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 3 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 4 6.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 5 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 13 6.1
By Discretionary
Discretionary 13 6.1
Non-Discretionary 0 0.0
Total 13 6.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 6.1
Total 13 6.1
EDGAR Form CIK 2011 - 2026
13F-HR [0000903949]
SC 13G [0000903949]
10-K [0001000045]
10-Q [0001000045]
3 [0001000045]
4 [0001000045]
8-K [0001000045]
SC 13D [0001000045]
SC 13G [0001000045]
Form 13D/13G Filer Form 13D/13G Subject Filed
Dimensional Fund Advisors LP Old Market Capital Corp [2025-01-23]
Pelham Investment Partners LP Nicholas Financial Inc [2023-07-24]
Renaissance Technologies LLC Nicholas Financial Inc [2022-02-11]
Dimensional Fund Advisors LP Nicholas Financial Inc [2022-02-08]
Renaissance Technologies LLC Nicholas Financial Inc [2020-02-12]
SC Fundamental Value Fund LP Nicholas Financial Inc [2018-09-25]
FMR LLC Nicholas Financial Inc [2018-02-13]
Dimensional Fund Advisors LP Nicholas Financial Inc [2018-02-09]
Magnolia Capital Fund LP Nicholas Financial Inc [2017-03-17]
Renaissance Technologies LLC Nicholas Financial Inc [2017-02-14]
View All
Firm Profile (Form ADV)
Discretionary AUM$4.9B
ServesInstitutional, Retail
LEI54930018QCFUBTDXIT38
Form 3/4/5 Subject 2011 - 2026
Old Market Capital Corp
Peterson Adam K
Magnolia Capital Fund LP
Magnolia Group LLC
Keating Brendan Joseph
Zhu Jeremy Qinli
Hutchins Mark R
Royal Jeffrey C
Radabaugh Mark R
Flott Dylan J
Krebs Charles
Bresnahan Robert J
ROST Michael
Marohn Douglas W
Nashtatik Irina
Hastings Robin
Malson Kelly M
Bates Kevin Dean
Steinorth Chad
Finkenbrink Ralph
Fink Scott
MacGillivary Katie
Pfister Todd
Neal Alton
Ernst Kenneth
Mahan Gary
Mahan Roger
Mahan Family II LLC
Mahan Children II LLC
Ernst Nancy
Vosotas Peter L
Bragin Stephen
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Old Market Capital Corp OMCC
COMMON STOCK
2026-01-09 Grant 2,626 $0.00
Old Market Capital Corp OMCC
COMMON STOCK
2026-01-09 Grant 2,626 $0.00
Old Market Capital Corp OMCC
Common Stock
2026-01-09 Buy 2,149 $0.00
Old Market Capital Corp OMCC
COMMON STOCK
2026-01-09 Grant 2,626 $0.00
Old Market Capital Corp OMCC
COMMON STOCK
2026-01-09 Grant 14,324 $0.00
Old Market Capital Corp OMCC
COMMON STOCK
2025-12-17 Buy 2,000 $5.56 11,120
Old Market Capital Corp OMCC
COMMON STOCK
2025-12-16 Buy 100 $5.49 549
Old Market Capital Corp OMCC
COMMON STOCK
2025-11-24 Grant 3,089 $0.00
Old Market Capital Corp OMCC
COMMON STOCK
2025-10-06 Grant 5,932 $0.00
Old Market Capital Corp OMCC
COMMON STOCK
2025-10-06 Grant 5,932 $0.00
Old Market Capital Corp OMCC
COMMON STOCK
2025-10-06 Grant 13,183 $0.00
Old Market Capital Corp OMCC
COMMON STOCK
2025-10-06 Grant 5,932 $0.00
Old Market Capital Corp OMCC
Common Stock
2025-10-06 Buy 5,493 $0.00
Old Market Capital Corp OMCC
COMMON STOCK
2025-07-30 Buy 350 $5.80 2,030
Old Market Capital Corp OMCC
COMMON STOCK
2025-07-23 Buy 100 $6.27 627
Old Market Capital Corp OMCC
COMMON STOCK
2025-07-22 Buy 463 $6.27 2,903
Old Market Capital Corp OMCC
COMMON STOCK
2025-07-15 Buy 14,688 $6.49 95,325
Old Market Capital Corp OMCC
COMMON STOCK
2025-07-14 Buy 39 $6.16 240
Old Market Capital Corp OMCC
COMMON STOCK
2025-07-11 Buy 261 $6.16 1,608
Old Market Capital Corp OMCC
COMMON STOCK
2025-07-10 Buy 750 $6.12 4,590
showing 20 of 200 most recent transactions
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