National Research Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2024 | 3.06 M | $69.94 M | 0.47% | 12.90% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.16 M | $26.61 M | 100.00% | 4.91% |
| VANGUARD GROUP INC | 11/13/2024 | 986,370 | $22.55 M | 2.20% | 4.16% |
| MORGAN STANLEY | 11/14/2024 | 918,757 | $21.00 M | 0.66% | 3.87% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 590,797 | $13.51 M | -3.86% | 2.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 420,733 | $9.62 M | 3.20% | 1.77% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 379,884 | $8.68 M | -12.24% | 1.60% |
| STATE STREET CORP | 11/14/2024 | 363,438 | $8.35 M | 4.05% | 1.53% |
| QV INVESTORS INC. | 10/15/2024 | 338,990 | $7.75 M | 0.18% | 1.43% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 231,598 | $5.29 M | 7.79% | 0.98% |
| IA GLOBAL ASSET MANAGEMENT INC. | 11/15/2024 | 187,520 | $4.29 M | 0.00% | 0.79% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 171,838 | $3.93 M | -4.04% | 0.72% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 138,150 | $3.16 M | 100.00% | 0.58% |
| NORTHWEST & ETHICAL INVESTMENTS L.P. | 11/14/2024 | 129,200 | $2.95 M | 0.00% | 0.54% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 123,741 | $2.83 M | 6.79% | 0.52% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 118,814 | $2.72 M | -1.76% | 0.50% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 115,255 | $2.63 M | -6.49% | 0.49% |
| COMERICA BANK | 11/14/2024 | 99,788 | $2.28 M | 0.07% | 0.42% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 88,794 | $2.03 M | -5.14% | 0.37% |
| ALGERT GLOBAL LLC | 11/12/2024 | 82,921 | $1.90 M | 94.02% | 0.35% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 80,867 | $1.85 M | 56.24% | 0.34% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 77,895 | $1.78 M | 0.00% | 0.33% |
| CITADEL ADVISORS LLC | 11/14/2024 | 75,517 | $1.73 M | -42.98% | 0.32% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 69,510 | $1.59 M | -6.69% | 0.29% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 61,581 | $1.41 M | 0.00% | 0.26% |
| SEI INVESTMENTS CO | 11/12/2024 | 61,370 | $1.40 M | 8.49% | 0.26% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 57,302 | $1.31 M | 131.57% | 0.24% |
| WILLIS INVESTMENT COUNSEL | 10/11/2024 | 56,153 | $1.28 M | 61.81% | 0.24% |
| TOWNSQUARE CAPITAL LLC | 11/13/2024 | 51,438 | $1.18 M | -11.68% | 0.22% |
| BARCLAYS PLC | 11/19/2024 | 51,331 | $1.18 M | 65.58% | 0.22% |
| BESSEMER GROUP INC | 11/12/2024 | 47,310 | $1.08 M | 0.00% | 0.20% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 11/13/2024 | 46,721 | $1.07 M | 94.56% | 0.20% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 46,224 | $1.06 M | 25.58% | 0.19% |
| US BANCORP \DE\ | 10/28/2024 | 45,932 | $1.05 M | 2.21% | 0.19% |
| ALPS ADVISORS INC | 11/12/2024 | 42,124 | $962,955 | 100.00% | 0.18% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 11/14/2024 | 41,998 | $960,074 | 0.00% | 0.18% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 39,235 | $896,965 | 0.00% | 0.17% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 36,298 | $829,772 | 16.22% | 0.15% |
| CREATIVE PLANNING | 10/11/2024 | 35,557 | $812,833 | 191.69% | 0.15% |
| SELECT EQUITY GROUP, L.P. | 11/14/2024 | 33,839 | $773,560 | -4.78% | 0.14% |
| DAIWA SECURITIES GROUP INC. | 11/12/2024 | 32,968 | $754,000 | -12.01% | 0.14% |
| AZZAD ASSET MANAGEMENT INC /ADV | 10/07/2024 | 32,939 | $752,986 | 60.83% | 0.14% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 32,292 | $738,195 | -50.06% | 0.14% |
| SWISS NATIONAL BANK | 11/07/2024 | 30,500 | $697,230 | 0.00% | 0.13% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 29,927 | $684,131 | -2.15% | 0.13% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 29,433 | $672,843 | -8.51% | 0.12% |
| MARSHALL WACE, LLP | 11/14/2024 | 29,264 | $668,976 | -59.15% | 0.12% |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 10/17/2024 | 28,064 | $641,543 | -0.50% | 0.12% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 27,083 | $619,117 | -25.52% | 0.11% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 26,786 | $612,328 | 8.58% | 0.11% |
National Research Corporationinstitutional Ownership - FAQ's
During the previous two years, 178 institutional investors and hedge funds held shares of National Research Corporation. The most heavily invested institutionals were:
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 3.06 M
BlackRock Funding, Inc. /DE: 1.16 M
VANGUARD GROUP INC: 986,370
MORGAN STANLEY: 918,757
DIMENSIONAL FUND ADVISORS LP: 590,797
GEODE CAPITAL MANAGEMENT, LLC: 420,733
50.40% of National Research Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 14.24 M shares in the last 24 months. This purchase volume represents approximately $257.87 M in transactions.