National Research Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2026 | 2.03 M | $43.80 M | -22.98% | 9.23% |
| BLACKROCK, INC. | 08/07/2026 | 1.06 M | $22.89 M | 8.76% | 4.82% |
| MORGAN STANLEY | 08/13/2026 | 859.27 K | $18.53 M | -14.23% | 3.90% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 666.55 K | $14.38 M | 0.56% | 3.03% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 491.23 K | $10.60 M | 0.30% | 2.23% |
| WILLIS INVESTMENT COUNSEL | 08/03/2026 | 434.79 K | $9.38 M | 93.55% | 1.98% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 420.06 K | $9.06 M | 6.65% | 1.91% |
| QV INVESTORS INC. | 07/21/2026 | 372.50 K | $8.04 M | -2.31% | 1.69% |
| FARMERS & MERCHANTS INVESTMENTS INC | 07/20/2026 | 330.65 K | $7.13 M | 330,549.00% | 1.50% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 325.38 K | $7.02 M | -4.52% | 1.48% |
| HEARTLAND ADVISORS INC | 08/11/2026 | 300.00 K | $6.47 M | 26.50% | 1.36% |
| STATE STREET CORP | 08/07/2026 | 298.38 K | $6.48 M | -0.79% | 1.36% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 252.24 K | $5.44 M | 0.61% | 1.15% |
| NORTHERN TRUST CORP | 08/13/2026 | 238.24 K | $5.14 M | -6.79% | 1.08% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 187.92 K | $4.05 M | -34.49% | 0.85% |
| IA GLOBAL ASSET MANAGEMENT INC. | 07/29/2026 | 187.52 K | $4.05 M | 0.00% | 0.85% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 179.62 K | $3.87 M | 53.66% | 0.82% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 122.21 K | $2.64 M | -28.89% | 0.56% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 113.31 K | $2.44 M | 0.83% | 0.51% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 113.31 K | $2.44 M | 100.00% | 0.51% |
| NORTHWEST & ETHICAL INVESTMENTS L.P. | 08/13/2026 | 102.37 K | $2.21 M | -20.77% | 0.47% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 97.20 K | $2.10 M | 4.34% | 0.44% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 96.78 K | $2.09 M | 17.03% | 0.44% |
| JANE STREET GROUP, LLC | 08/14/2026 | 87.38 K | $1.88 M | 24.07% | 0.40% |
| FIFTH THIRD BANCORP | 08/05/2026 | 85.37 K | $1.84 M | -5.33% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 82.95 K | $1.79 M | -26.25% | 0.38% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 81.73 K | $1.76 M | 15.78% | 0.37% |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 07/16/2026 | 77.85 K | $1.68 M | 182.14% | 0.35% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 77.68 K | $1.68 M | 148.15% | 0.35% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 73.15 K | $1.58 M | 17.36% | 0.33% |
| CITADEL ADVISORS LLC | 09/02/2026 | 64.10 K | $1.38 M | 100.00% | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 62.94 K | $1.36 M | -1.37% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 62.78 K | $1.35 M | 33.34% | 0.29% |
| SEI INVESTMENTS CO | 08/14/2026 | 47.65 K | $1.03 M | -28.82% | 0.22% |
| BESSEMER GROUP INC | 08/12/2026 | 47.11 K | $1.02 M | 0.00% | 0.21% |
| ALPS ADVISORS INC | 07/29/2026 | 47.07 K | $1.02 M | 28.05% | 0.21% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 08/05/2026 | 41.80 K | $901.63 K | 0.00% | 0.19% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 38.57 K | $831.85 K | 0.25% | 0.18% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 37.00 K | $798.11 K | -22.02% | 0.17% |
| US BANCORP \DE\ | 08/12/2026 | 33.16 K | $715.18 K | 1.48% | 0.15% |
| NUVEEN, LLC | 08/11/2026 | 30.32 K | $653.96 K | 9.99% | 0.14% |
| HSBC HOLDINGS PLC | 08/14/2026 | 29.54 K | $634.79 K | 182.21% | 0.13% |
| DAIWA SECURITIES GROUP INC. | 07/31/2026 | 29.17 K | $629.22 K | 47.06% | 0.13% |
| CREATIVE PLANNING | 08/13/2026 | 28.95 K | $624.49 K | 18.62% | 0.13% |
| MARSHALL WACE, LLP | 08/13/2026 | 23.28 K | $502.19 K | 100.00% | 0.11% |
| EMPIRICAL FINANCE, LLC | 08/14/2026 | 20.00 K | $431.40 K | 100.00% | 0.09% |
| INVESCO LTD. | 08/14/2026 | 19.93 K | $429.85 K | -5.74% | 0.09% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 18.91 K | $321.01 K | 16.70% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 18.05 K | $389.34 K | 0.00% | 0.08% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 17.01 K | $366.93 K | -59.37% | 0.08% |
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National Research Corp institutional Ownership - FAQ's
During the previous two years, 175 institutional investors and hedge funds held shares of National Research Corp. The most heavily invested institutionals were:
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 2.03 M
BlackRock, Inc.: 1.06 M
MORGAN STANLEY: 859,269
VANGUARD CAPITAL MANAGEMENT LLC: 666,554
DIMENSIONAL FUND ADVISORS LP: 491,228
Willis Investment Counsel: 434,785
49.37% of National Research Corp stock is owned by institutional investors.
Institutional investors have bought a total of 14.53 M shares in the last 24 months. This purchase volume represents approximately $217.47 M in transactions.