Nebius Group (NBIS), a Dutch AI infrastructure and cloud services company, has jumped about 192% this year as demand for AI computing power keeps rising. The stock rally reflects strong revenue growth, including a 355% jump in Q3 2025 and big enterprise deals, such as a roughly $3 billion capacity agreement with Meta (META) and a multi-year deal with Microsoft (MSFT) to supply GPU-powered AI infrastructure.
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While Nebius still reports net losses due to heavy spending on data centers and GPUs, Wall Street analysts give it a strong Buy consensus and see more upside ahead, thanks to long-term contracts and expanding AI cloud demand. Given these tailwinds, it’s a good time to see who owns shares of NBIS.
Now, according to TipRanks’ ownership page, public companies and individual investors own 58.74% of NBIS. They are followed by other institutional investors, ETFs, and mutual funds at 30.15%, 6.44%, and 4.66%, respectively.
Digging Deeper into NBIS’ Ownership Structure
Looking closely at top shareholders, iShares owns 3.35% of NBIS. Following that is David Gerald Greenspan, who owns about 1.83% of the company.
Among the top ETF holders, the iShares Core MSCI EAFE ETF (IEFA) owns a 0.67% stake in Nebius Group stock, followed by the iShares MSCI EAFE ETF (EFA), with a 0.34% stake.
Moving to mutual funds, Alger Institutional Funds holds about 1.09% of NBIS. Meanwhile, Alger Funds II owns 0.71% of the company.
Is NBIS a Good Stock to Buy?
According to the Street’s analysts, Nebius stock sports a Strong Buy consensus based on five Buys assigned in the last three months. At the same time, the average NBIS stock price target is $164.20. This implies over 103% upside from the current price.
