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 | 02/21/2025 | 3.03 M | $53.51 M | -0.85% | 12.79% |
BLACKROCK, INC. | 02/07/2025 | 1.21 M | $21.28 M | 3.62% | 5.09% |
VANGUARD GROUP INC | 02/11/2025 | 952,664 | $16.80 M | -3.42% | 4.02% |
MORGAN STANLEY | 02/14/2025 | 917,063 | $16.18 M | -0.18% | 3.87% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 582,479 | $10.27 M | -1.41% | 2.46% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 435,707 | $7.69 M | 3.56% | 1.84% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 404,886 | $7.14 M | 6.58% | 1.71% |
STATE STREET CORP | 02/14/2025 | 358,082 | $6.36 M | -1.47% | 1.51% |
QV INVESTORS INC. | 01/13/2025 | 354,360 | $6.25 M | 4.53% | 1.49% |
NORTHERN TRUST CORP | 02/14/2025 | 293,755 | $5.18 M | 2.75% | 1.24% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 217,212 | $3.83 M | 88.46% | 0.92% |
IA GLOBAL ASSET MANAGEMENT INC. | 02/11/2025 | 187,520 | $3.31 M | 0.00% | 0.79% |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/14/2025 | 161,750 | $2.85 M | 17.08% | 0.68% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 143,145 | $2.53 M | -16.70% | 0.60% |
NORTHWEST & ETHICAL INVESTMENTS L.P. | 02/11/2025 | 129,200 | $2.28 M | 0.00% | 0.54% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 124,852 | $2.20 M | 54.39% | 0.53% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 124,711 | $2.20 M | 0.78% | 0.53% |
BANK OF AMERICA CORP /DE/ | 02/14/2025 | 111,657 | $1.97 M | -6.02% | 0.47% |
CITADEL ADVISORS LLC | 02/14/2025 | 100,922 | $1.78 M | 33.64% | 0.43% |
COMERICA BANK | 02/14/2025 | 94,137 | $1.66 M | -5.66% | 0.40% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 81,961 | $1.45 M | -64.61% | 0.35% |
ALGERT GLOBAL LLC | 02/14/2025 | 79,218 | $1.40 M | -4.47% | 0.33% |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 02/19/2025 | 77,895 | $1.37 M | 0.00% | 0.33% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 73,117 | $1.29 M | -17.66% | 0.31% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 65,970 | $1.16 M | -5.09% | 0.28% |
SEI INVESTMENTS CO | 02/11/2025 | 61,370 | $1.08 M | 0.00% | 0.26% |
CREATIVE PLANNING | 02/14/2025 | 60,540 | $1.07 M | 70.26% | 0.26% |
TEACHER RETIREMENT SYSTEM OF TEXAS | 02/11/2025 | 57,826 | $1.02 M | 23.77% | 0.24% |
WILLIS INVESTMENT COUNSEL | 01/24/2025 | 55,247 | $974,557 | -1.61% | 0.23% |
TOWNSQUARE CAPITAL LLC | 02/13/2025 | 49,845 | $879,256 | -3.10% | 0.21% |
BESSEMER GROUP INC | 02/13/2025 | 47,110 | $831,000 | -0.42% | 0.20% |
JPMORGAN CHASE & CO | 02/12/2025 | 44,602 | $786,779 | 159.40% | 0.19% |
ALPS ADVISORS INC | 02/13/2025 | 43,656 | $770,092 | 3.64% | 0.18% |
WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 02/14/2025 | 41,998 | $740,845 | 0.00% | 0.18% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 41,691 | $735,429 | 29.11% | 0.18% |
AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 40,252 | $710,046 | 74.74% | 0.17% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 39,254 | $692,441 | 8.14% | 0.17% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 39,235 | $692,106 | 0.00% | 0.17% |
US BANCORP \DE\ | 02/05/2025 | 38,577 | $680,498 | -16.01% | 0.16% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 38,565 | $680,286 | 3.07% | 0.16% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 34,552 | $609,547 | 92.93% | 0.15% |
BARCLAYS PLC | 02/13/2025 | 33,349 | $588,000 | -35.03% | 0.14% |
SELECT EQUITY GROUP, L.P. | 02/14/2025 | 33,175 | $585,207 | -1.96% | 0.14% |
DAIWA SECURITIES GROUP INC. | 02/07/2025 | 32,968 | $582,000 | 0.00% | 0.14% |
D. E. SHAW & CO., INC. | 02/14/2025 | 31,437 | $554,549 | 16.08% | 0.13% |
SWISS NATIONAL BANK | 02/10/2025 | 30,500 | $538,020 | 0.00% | 0.13% |
TREXQUANT INVESTMENT LP | 02/12/2025 | 29,954 | $528,389 | -47.73% | 0.13% |
MARSHALL WACE, LLP | 02/13/2025 | 28,510 | $502,916 | -2.58% | 0.12% |
PENN MUTUAL ASSET MANAGEMENT, LLC | 02/14/2025 | 28,281 | $498,877 | 100.00% | 0.12% |
LINDEN THOMAS ADVISORY SERVICES, LLC | 01/21/2025 | 27,157 | $479,049 | -3.23% | 0.11% |
National Research Corporation institutional Ownership - FAQ's
During the previous two years, 180 institutional investors and hedge funds held shares of National Research Corporation. The most heavily invested institutionals were:
Versant Capital Management, Inc: 0
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 3.03 M
BlackRock, Inc.: 1.21 M
VANGUARD GROUP INC: 952,664
MORGAN STANLEY: 917,063
DIMENSIONAL FUND ADVISORS LP: 582,479
50.13% of National Research Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 14.52 M shares in the last 24 months. This purchase volume represents approximately $179.99 M in transactions.