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 | 05/14/2025 | 3.02 M | $38.71 M | -0.29% | 13.17% |
BLACKROCK, INC. | 05/02/2025 | 1.12 M | $14.36 M | -7.03% | 4.88% |
VANGUARD GROUP INC | 05/09/2025 | 932.99 K | $11.94 M | -2.07% | 4.06% |
MORGAN STANLEY | 05/15/2025 | 852.39 K | $10.91 M | -7.05% | 3.71% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 554.29 K | $7.09 M | -4.84% | 2.41% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 446.57 K | $5.72 M | 2.49% | 1.94% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 370.48 K | $4.74 M | -8.50% | 1.61% |
QV INVESTORS INC. | 04/09/2025 | 354.36 K | $4.54 M | 0.00% | 1.54% |
STATE STREET CORP | 05/15/2025 | 332.88 K | $4.30 M | -7.04% | 1.45% |
NORTHERN TRUST CORP | 05/13/2025 | 311.97 K | $3.99 M | 6.20% | 1.36% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 209.20 K | $2.68 M | -3.69% | 0.91% |
IA GLOBAL ASSET MANAGEMENT INC. | 05/09/2025 | 187.52 K | $2.40 M | 0.00% | 0.82% |
CITADEL ADVISORS LLC | 05/15/2025 | 182.37 K | $2.33 M | 80.70% | 0.79% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 173.81 K | $2.22 M | 21.42% | 0.76% |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/14/2025 | 159.95 K | $2.05 M | -1.11% | 0.70% |
NORTHWEST & ETHICAL INVESTMENTS L.P. | 05/13/2025 | 129.20 K | $1.65 M | 0.00% | 0.56% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 119.52 K | $1.53 M | -4.16% | 0.52% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 115.65 K | $1.48 M | 3.58% | 0.50% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 113.20 K | $1.45 M | -9.34% | 0.49% |
AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 108.13 K | $1.38 M | 168.64% | 0.47% |
COMERICA BANK | 05/14/2025 | 93.81 K | $1.20 M | -0.35% | 0.41% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 89.99 K | $1.15 M | 23.07% | 0.39% |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2025 | 77.90 K | $997.06 K | 0.00% | 0.34% |
SEI INVESTMENTS CO | 05/14/2025 | 71.87 K | $919.94 K | 17.11% | 0.31% |
WILLIS INVESTMENT COUNSEL | 04/16/2025 | 65.78 K | $841.96 K | 19.06% | 0.29% |
QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 60.62 K | $775.95 K | -8.11% | 0.26% |
JANE STREET GROUP, LLC | 05/19/2025 | 52.41 K | $670.86 K | 394.21% | 0.23% |
BESSEMER GROUP INC | 04/23/2025 | 47.11 K | $603.00 K | 0.00% | 0.21% |
TOWNSQUARE CAPITAL LLC | 05/12/2025 | 46.46 K | $594.73 K | -6.78% | 0.20% |
ALPS ADVISORS INC | 04/30/2025 | 42.12 K | $539.19 K | -3.51% | 0.18% |
AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 42.10 K | $538.91 K | 7.26% | 0.18% |
MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 42.04 K | $538.11 K | -48.71% | 0.18% |
WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 05/15/2025 | 42.00 K | $537.57 K | 0.00% | 0.18% |
MARSHALL WACE, LLP | 05/15/2025 | 39.93 K | $511.09 K | 40.05% | 0.17% |
05/12/2025 | 39.24 K | $502.21 K | 100.00% | 0.17% | |
US BANCORP \DE\ | 05/08/2025 | 37.20 K | $476.13 K | -3.57% | 0.16% |
AMERIPRISE FINANCIAL INC | 05/14/2025 | 36.80 K | $471.16 K | 6.52% | 0.16% |
CREATIVE PLANNING | 05/15/2025 | 35.16 K | $450.07 K | -41.92% | 0.15% |
QUEST PARTNERS LLC | 05/14/2025 | 33.81 K | $432.73 K | 76.19% | 0.15% |
AZZAD ASSET MANAGEMENT INC /ADV | 04/16/2025 | 33.31 K | $426.43 K | 100.00% | 0.15% |
DAIWA SECURITIES GROUP INC. | 05/13/2025 | 30.97 K | $396.00 K | -6.07% | 0.13% |
TREXQUANT INVESTMENT LP | 05/14/2025 | 29.41 K | $376.38 K | -1.83% | 0.13% |
NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 29.25 K | $374.34 K | 18.02% | 0.13% |
D. E. SHAW & CO., INC. | 05/15/2025 | 29.19 K | $373.63 K | -7.15% | 0.13% |
LINDEN THOMAS ADVISORY SERVICES, LLC | 04/30/2025 | 28.00 K | $358.41 K | 3.11% | 0.12% |
INSPIRE INVESTING, LLC | 06/03/2025 | 26.74 K | $342.26 K | 16.50% | 0.12% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 25.63 K | $328.04 K | 71.24% | 0.11% |
BARCLAYS PLC | 05/15/2025 | 22.58 K | $289.00 K | -32.28% | 0.10% |
TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 22.27 K | $284.99 K | -46.60% | 0.10% |
RHUMBLINE ADVISERS | 05/29/2025 | 22.20 K | $284.20 K | 4.45% | 0.10% |
National Research Corporation institutional Ownership - FAQ's
During the previous two years, 159 institutional investors and hedge funds held shares of National Research Corporation. The most heavily invested institutionals were:
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 3.02 M
BlackRock, Inc.: 1.12 M
VANGUARD GROUP INC: 932,986
MORGAN STANLEY: 852,390
DIMENSIONAL FUND ADVISORS LP: 554,287
GEODE CAPITAL MANAGEMENT, LLC: 446,573
50.08% of National Research Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 14.02 M shares in the last 24 months. This purchase volume represents approximately $202.52 M in transactions.