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 | 05/14/2026 | 2.64 M | $44.77 M | -0.81% | 12.10% |
| MORGAN STANLEY | 05/15/2026 | 1.00 M | $17.01 M | -0.18% | 4.60% |
| BLACKROCK, INC. | 05/13/2026 | 975.86 K | $16.57 M | -2.93% | 4.48% |
| 05/15/2026 | 662.84 K | $11.25 M | 100.00% | 3.04% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 489.74 K | $8.32 M | -0.96% | 2.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 393.85 K | $6.69 M | 2.70% | 1.81% |
| QV INVESTORS INC. | 04/23/2026 | 381.31 K | $6.48 M | 0.00% | 1.75% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 340.78 K | $5.79 M | -2.93% | 1.56% |
| STATE STREET CORP | 05/15/2026 | 300.75 K | $5.16 M | -2.86% | 1.38% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 286.84 K | $4.87 M | -16.23% | 1.32% |
| NORTHERN TRUST CORP | 05/14/2026 | 255.60 K | $4.34 M | 14.06% | 1.17% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 250.71 K | $4.26 M | 4.04% | 1.15% |
| HEARTLAND ADVISORS INC | 05/06/2026 | 237.15 K | $4.03 M | 374.29% | 1.09% |
| WILLIS INVESTMENT COUNSEL | 05/05/2026 | 224.64 K | $3.81 M | 22.60% | 1.03% |
| IA GLOBAL ASSET MANAGEMENT INC. | 04/23/2026 | 187.52 K | $3.18 M | 0.00% | 0.86% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 171.85 K | $2.92 M | -20.73% | 0.79% |
| NORTHWEST & ETHICAL INVESTMENTS L.P. | 05/14/2026 | 129.20 K | $2.19 M | 0.00% | 0.59% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 116.90 K | $1.98 M | -7.42% | 0.54% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 112.47 K | $1.91 M | 3.04% | 0.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 112.37 K | $1.91 M | -2.26% | 0.52% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2026 | 101.36 K | $1.72 M | 14.92% | 0.47% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 93.15 K | $1.58 M | 100.00% | 0.43% |
| FIFTH THIRD BANCORP | 05/01/2026 | 90.18 K | $1.53 M | 100.00% | 0.41% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 82.69 K | $1.40 M | -3.11% | 0.38% |
| 05/08/2026 | 70.59 K | $1.20 M | 100.00% | 0.32% | |
| JANE STREET GROUP, LLC | 05/12/2026 | 70.43 K | $1.20 M | -30.79% | 0.32% |
| SEI INVESTMENTS CO | 05/13/2026 | 66.95 K | $1.14 M | 0.12% | 0.31% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 63.81 K | $1.08 M | -29.93% | 0.29% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 62.33 K | $1.06 M | 61.28% | 0.29% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 47.45 K | $805.68 K | 186.46% | 0.22% |
| BESSEMER GROUP INC | 05/06/2026 | 47.11 K | $800.00 K | 0.00% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 47.08 K | $799.47 K | 55.23% | 0.22% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 41.86 K | $710.80 K | -0.25% | 0.19% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 05/05/2026 | 41.80 K | $709.76 K | 0.00% | 0.19% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 40.00 K | $679.20 K | -4.08% | 0.18% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 38.47 K | $653.19 K | -8.11% | 0.18% |
| ALPS ADVISORS INC | 05/08/2026 | 36.76 K | $624.22 K | -9.44% | 0.17% |
| US BANCORP \DE\ | 05/15/2026 | 32.67 K | $554.79 K | -5.35% | 0.15% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 31.31 K | $531.56 K | -36.21% | 0.14% |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 04/10/2026 | 27.59 K | $468.55 K | 1.57% | 0.13% |
| NUVEEN, LLC | 04/30/2026 | 27.56 K | $468.04 K | 0.83% | 0.13% |
| CREATIVE PLANNING | 05/12/2026 | 24.41 K | $414.44 K | -45.88% | 0.11% |
| UBS GROUP AG | 05/05/2026 | 23.69 K | $402.21 K | -16.78% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 23.10 K | $392.24 K | 100.00% | 0.11% |
| MANGROVE PARTNERS | 05/15/2026 | 22.65 K | $384.58 K | 100.00% | 0.10% |
| INVESCO LTD. | 05/12/2026 | 21.14 K | $358.98 K | -2.12% | 0.10% |
| XTX TOPCO LTD | 05/15/2026 | 19.93 K | $338.33 K | 100.00% | 0.09% |
| DAIWA SECURITIES GROUP INC. | 05/13/2026 | 19.84 K | $336.82 K | -10.79% | 0.09% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 05/15/2026 | 18.63 K | $316.37 K | 100.00% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 18.05 K | $306.49 K | 2,908.33% | 0.08% |
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National Research Corp institutional Ownership - FAQ's
During the previous two years, 162 institutional investors and hedge funds held shares of National Research Corp. The most heavily invested institutionals were:
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 2.64 M
MORGAN STANLEY: 1 M
BlackRock, Inc.: 975,855
DIMENSIONAL FUND ADVISORS LP: 489,740
GEODE CAPITAL MANAGEMENT, LLC: 393,847
QV Investors Inc.: 381,310
49.77% of National Research Corp stock is owned by institutional investors.
Institutional investors have bought a total of 13.74 M shares in the last 24 months. This purchase volume represents approximately $205.68 M in transactions.