STOCK TITAN

National Vision (EYE): Wellington Group discloses 9.57% beneficial ownership stake

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

National Vision Holdings, Inc. common stock is reported as being beneficially owned by a group of Wellington entities in this amended ownership filing. Wellington Management Group LLP and related holding entities report beneficial ownership of 7,669,853 shares of common stock, representing 9.57% of the class. These entities report 0 shares with sole voting or dispositive power and instead list 3,342,668 shares with shared voting power and 7,669,853 shares with shared dispositive power. Wellington Management Company LLP reports shared dispositive power over 6,292,105 of these shares and an aggregate ownership percentage of 7.9%. The securities are owned of record by clients of Wellington-affiliated investment advisers, and no single client is stated to hold more than five percent of the class.

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Shares beneficially owned 7,669,853 shares Beneficially owned by Wellington entities as reported for National Vision common stock
Percent of class 9.57 % Percent of National Vision common stock class beneficially owned by Wellington entities
Shared voting power 3,342,668 shares Shares over which Wellington entities report shared power to vote
Shared dispositive power 7,669,853 shares Shares over which Wellington entities report shared power to dispose
WM Company LLP shared dispositive power 6,292,105 shares Shares over which Wellington Management Company LLP reports shared dispositive power
WM Company LLP ownership percentage 7.9 % Ownership percentage in National Vision reported by Wellington Management Company LLP
CUSIP 63845R107 CUSIP number for National Vision Holdings, Inc. common stock
Amendment date reference 06/30/2026 Date associated with this Amendment No. 2 Schedule 13G filing
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"Shared Voting Power 3,342,668.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 7,669,853.00"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers")"
Schedule 13G regulatory
"The securities as to which this Schedule is filed are owned of record"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

What ownership stake in National Vision Holdings, Inc. (EYE) do Wellington entities report?

Wellington entities report beneficial ownership of 7,669,853 shares of National Vision Holdings, Inc. common stock, representing 9.57% of the outstanding class. The shares are held for clients of affiliated investment advisers, not directly by the Wellington entities themselves.

How much voting power do Wellington entities report over EYE shares?

The Wellington entities report 0 shares with sole voting power and 3,342,668 shares with shared voting power in National Vision Holdings, Inc. They report shared dispositive power over a larger number of shares than they can vote.

Which Wellington entity is identified as the parent holding company for EYE holdings?

The filing identifies Wellington Management Group LLP as the parent holding company, with ownership and control cascading through Wellington Group Holdings LLP and Wellington Investment Advisors Holdings LLP to various Wellington investment advisers that hold National Vision Holdings, Inc. shares for their clients.

Does any single Wellington client hold more than 5% of EYE’s common stock?

The disclosure states that no client is known to have the right to receive dividends or sale proceeds with respect to more than five percent of National Vision Holdings, Inc.’s common stock. The reported 9.57% interest is spread across multiple advisory clients.

What percentage of EYE shares does Wellington Management Company LLP specifically report?

Wellington Management Company LLP reports shared dispositive power over 6,292,105 shares and an aggregate ownership percentage of 7.9% of National Vision Holdings, Inc. common stock. This is within the broader 9.57% stake reported by the Wellington group entities.

Where are the principal offices of National Vision Holdings, Inc. and the Wellington filer group located?

National Vision Holdings, Inc. lists its principal executive offices at 2435 Commerce Avenue, Building 2200, Duluth, GA 2200. The Wellington filer group lists its principal business office as 280 Congress Street, Boston, MA 02210, care of Wellington Management Company LLP.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





63845R107

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026