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 | 11/13/2025 | 2.75 M | $35.15 M | -7.91% | 12.14% |
| BLACKROCK, INC. | 11/12/2025 | 1.07 M | $13.61 M | -10.70% | 4.70% |
| VANGUARD GROUP INC | 11/07/2025 | 921.40 K | $11.78 M | 0.20% | 4.07% |
| MORGAN STANLEY | 11/14/2025 | 857.64 K | $10.96 M | -1.60% | 3.79% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 513.85 K | $6.57 M | -3.27% | 2.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 404.40 K | $5.17 M | 0.02% | 1.78% |
| QV INVESTORS INC. | 10/30/2025 | 381.31 K | $4.87 M | 0.00% | 1.68% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 375.08 K | $4.79 M | 0.83% | 1.66% |
| STATE STREET CORP | 11/14/2025 | 336.39 K | $4.34 M | -1.36% | 1.48% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 292.40 K | $3.74 M | 7.92% | 1.29% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 265.83 K | $3.40 M | 31.99% | 1.17% |
| NORTHERN TRUST CORP | 11/14/2025 | 240.00 K | $3.07 M | -4.27% | 1.06% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 200.69 K | $2.56 M | -1.90% | 0.89% |
| IA GLOBAL ASSET MANAGEMENT INC. | 10/30/2025 | 187.52 K | $2.40 M | 0.00% | 0.83% |
| WILLIS INVESTMENT COUNSEL | 11/05/2025 | 180.31 K | $2.30 M | -0.38% | 0.80% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 155.26 K | $1.98 M | -8.64% | 0.69% |
| NORTHWEST & ETHICAL INVESTMENTS L.P. | 11/12/2025 | 129.20 K | $1.65 M | 0.00% | 0.57% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 119.23 K | $1.52 M | -2.55% | 0.53% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 96.90 K | $1.24 M | -12.74% | 0.43% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 93.68 K | $1.20 M | -3.05% | 0.41% |
| COMERICA BANK | 11/14/2025 | 92.31 K | $1.18 M | 0.00% | 0.41% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/14/2025 | 77.90 K | $995.50 K | 0.00% | 0.34% |
| SEI INVESTMENTS CO | 11/13/2025 | 76.27 K | $974.73 K | 1.19% | 0.34% |
| CREATIVE PLANNING | 11/14/2025 | 73.52 K | $939.52 K | -50.13% | 0.32% |
| JANE STREET GROUP, LLC | 11/14/2025 | 68.55 K | $876.00 K | 127.94% | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 61.96 K | $791.80 K | -19.06% | 0.27% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 60.91 K | $778.46 K | 98.95% | 0.27% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 55.19 K | $705.28 K | 111.51% | 0.24% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 49.08 K | $627.19 K | 180.80% | 0.22% |
| BESSEMER GROUP INC | 11/05/2025 | 47.11 K | $602.00 K | 0.00% | 0.21% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 11/14/2025 | 42.00 K | $536.73 K | 0.00% | 0.19% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 40.96 K | $523.52 K | -2.79% | 0.18% |
| ALPS ADVISORS INC | 11/05/2025 | 40.59 K | $518.77 K | 0.00% | 0.18% |
| UBS GROUP AG | 11/13/2025 | 39.66 K | $506.79 K | 98.85% | 0.18% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 39.17 K | $500.63 K | -15.59% | 0.17% |
| US BANCORP \DE\ | 11/12/2025 | 36.04 K | $460.64 K | -6.55% | 0.16% |
| NUVEEN, LLC | 11/12/2025 | 33.64 K | $429.88 K | 0.00% | 0.15% |
| COVE STREET CAPITAL, LLC | 11/13/2025 | 32.63 K | $417.06 K | 910.97% | 0.14% |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 11/06/2025 | 27.72 K | $354.31 K | 0.64% | 0.12% |
| IEQ CAPITAL, LLC | 11/14/2025 | 25.30 K | $323.28 K | 52.74% | 0.11% |
| PENN MUTUAL ASSET MANAGEMENT, LLC | 12/03/2025 | 25.28 K | $323.09 K | 0.00% | 0.11% |
| DAIWA SECURITIES GROUP INC. | 11/14/2025 | 25.11 K | $321.00 K | -3.30% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2025 | 24.88 K | $317.00 K | 60.05% | 0.11% |
| BARCLAYS PLC | 11/12/2025 | 24.29 K | $310.45 K | -17.47% | 0.11% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/14/2025 | 22.84 K | $291.87 K | 100.00% | 0.10% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 22.60 K | $288.80 K | -5.79% | 0.10% |
| CITADEL ADVISORS LLC | 11/14/2025 | 22.18 K | $283.40 K | -79.31% | 0.10% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 20.80 K | $265.80 K | -30.81% | 0.09% |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 20.70 K | $264.56 K | 100.00% | 0.09% |
| RHUMBLINE ADVISERS | 11/06/2025 | 20.68 K | $264.32 K | -5.01% | 0.09% |
National Research Corporation institutional Ownership - FAQ's
During the previous two years, 169 institutional investors and hedge funds held shares of National Research Corporation. The most heavily invested institutionals were:
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 2.75 M
BlackRock, Inc.: 1.07 M
VANGUARD GROUP INC: 921,404
MORGAN STANLEY: 857,635
DIMENSIONAL FUND ADVISORS LP: 513,849
GEODE CAPITAL MANAGEMENT, LLC: 404,397
48.93% of National Research Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 13.79 M shares in the last 24 months. This purchase volume represents approximately $223.03 M in transactions.