National Research Ownership | Who Owns National Research?
National Research Ownership Summary
National Research is owned by 51.51% institutional investors, 46.42% insiders, and 2.07% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 13.18% of NRC shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 8.71% of its assets in National Research shares.
NRC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Research | 51.51% | 46.42% | 2.07% |
| Sector | Healthcare Stocks | 487.91% | 11.08% | -398.99% |
| Industry | Healthcare Information Services Stocks | 54.77% | 12.92% | 32.31% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Kayne anderson rudnick investment management | 2.99M | 13.18% | $50.18M |
| Blackrock funding, inc. /de | 1.19M | 5.26% | $20.04M |
| Blackrock | 1.08M | 4.54% | $24.88M |
| Vanguard group | 952.66K | 4.02% | $16.80M |
| Morgan stanley | 912.70K | 3.82% | $20.95M |
| Dimensional fund advisors lp | 582.48K | 2.46% | $10.27M |
| Geode capital management | 435.71K | 1.84% | $7.69M |
| Renaissance | 404.89K | 1.71% | $7.14M |
| Qv investors | 381.31K | 1.68% | $4.87M |
| State street | 349.29K | 1.46% | $8.06M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Penn mutual asset management | 25.28K | 0.75% | $424.72K |
| Qv investors | 381.31K | 0.42% | $4.87M |
| Willis investment counsel | 180.31K | 0.13% | $2.30M |
| Kayne anderson rudnick investment management | 2.99M | 0.12% | $50.18M |
| Significant wealth partners | 15.27K | 0.10% | $195.13K |
| Cove street capital | 3.23K | 0.08% | $54.23K |
| Northwest & ethical investments | 129.20K | 0.05% | $2.17M |
| Linden thomas advisory services | 27.72K | 0.04% | $354.31K |
| Ia global asset management | 187.52K | 0.03% | $2.40M |
| Hotchkis & wiley capital management | 270.95K | 0.01% | $4.55M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | 270.95K | 0.01% | 111.00K |
| Blackrock funding, inc. /de | 1.19M | 0.00% | 71.10K |
| Goldman sachs group | 124.85K | 0.00% | 43.98K |
| Jpmorgan chase | 44.60K | 0.00% | 27.41K |
| Renaissance | 404.89K | 0.01% | 25.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Stonepine asset management | - | - | -170.00K |
| Millennium management | 81.96K | 0.00% | -149.64K |
| Eagle asset management | - | - | -124.84K |
| Algert global | - | - | -79.22K |
| Montanaro asset management | - | - | -67.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Arrowstreet capital, limited partnership | 17.48K | 0.00% | 17.48K | $293.61K |
| Ieq capital | 16.56K | 0.00% | 16.56K | $278.23K |
| Susquehanna group, llp | 14.97K | - | 14.97K | $264.00K |
| Inscription capital | 10.72K | 0.01% | 10.72K | $137.05K |
| Cove street capital | 3.23K | 0.08% | 3.23K | $54.23K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Capital performance advisors llp | -4.00 |
| Point72 (difc) | -7.00 |
| Larson financial group | -12.00 |
| Golden state wealth management | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 124 | -0.80% | 11,670,668 | 1.45% | 51 | 2.05% | 65 | 27.45% | 42 | -19.23% |
| Mar 31, 2025 | 123 | -8.21% | 11,474,303 | -3.51% | 49 | 1.99% | 50 | -31.51% | 52 | 33.33% |
| Dec 31, 2024 | 129 | -7.19% | 11,449,199 | -4.24% | 48 | 1.90% | 71 | -4.05% | 38 | -5.00% |
| Sep 30, 2024 | 137 | 0.74% | 11,955,381 | -2.04% | 50 | 1.93% | 73 | -8.75% | 40 | 2.56% |
| Jun 30, 2024 | 135 | -2.88% | 12,204,439 | -3.23% | 51 | 1.94% | 79 | -15.05% | 39 | 39.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Virtus KAR Small-Cap Growth I | 2.01M | 8.71% | 1.20K |
| Vanguard US Total Market Shares ETF | 589.02K | 2.59% | - |
| Vanguard Total Stock Mkt Idx Inv | 576.32K | 2.50% | -12.70K |
| Virtus GF US Small Cap Focus I USD Acc | 436.24K | 1.91% | - |
| iShares Russell 2000 ETF | 307.25K | 1.33% | - |
| Invesco Global Multi Cap Growth | 251.69K | 1.05% | -92.30K |
| IA Clarington Canadian Small Cap A | 187.52K | 0.82% | - |
| IA Clarington QV Canadian Small Cap A | 187.52K | 0.81% | - |
| DFA US Micro Cap I | 163.51K | 0.71% | -8.78K |
| Vanguard Institutional Extnd Mkt Idx Tr | 151.05K | 0.65% | -63.51K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 31, 2025 | Freeman Jordan Nicole | Chief Accounting Officer | Buy | $10.00K |
| May 12, 2025 | BEANS PATRICK E | - | Buy | $33.97K |
| Mar 01, 2024 | Common Property Trust | - | Sell | $24.27M |
| Jan 04, 2024 | Amandla MK Trust | - | Sell | $189.62K |
| Jan 05, 2024 | Amandla MK Trust | - | Sell | $105.09K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 1 | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 7 |
NRC Ownership FAQ
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