National Research Ownership | Who Owns National Research?


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National Research Ownership Summary


National Research is owned by 12.20% institutional investors, 48.48% insiders, and 39.32% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 12.14% of NRC shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 7.99% of its assets in National Research shares.

NRC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockNational Research12.20%48.48%39.32%
SectorHealthcare Stocks 232.20%10.74%-142.94%
IndustryHealthcare Information Services Stocks 33.19%12.66%54.15%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Kayne anderson rudnick investment management2.75M12.14%$35.15M
Blackrock funding, inc. /de1.01M4.61%$18.87M
Morgan stanley1.00M4.61%$18.84M
Blackrock1.08M4.54%$24.88M
Vanguard group831.38K3.71%$15.60M
Dimensional fund advisors lp494.50K2.27%$9.28M
Geode capital management383.51K1.76%$7.20M
Qv investors381.31K1.70%$7.16M
Renaissance351.08K1.61%$6.59M
State street309.61K1.42%$5.86B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Qv investors381.31K0.59%$7.16M
Cove street capital32.63K0.54%$417.06K
Willis investment counsel183.23K0.18%$3.44M
Kayne anderson rudnick investment management2.75M0.09%$35.15M
Northwest & ethical investments129.20K0.05%$2.43M
Linden thomas advisory services27.17K0.05%$509.93K
Heartland advisors50.00K0.05%$938.50K
Ia global asset management187.52K0.04%$3.52M
Hotchkis & wiley capital management292.40K0.01%$3.74M
Renaissance351.08K0.01%$6.59M

Top Buyers

HolderShares% AssetsChange
Morgan stanley1.00M0.00%146.07K
Heartland advisors50.00K0.05%50.00K
Bank of new york mellon240.98K0.00%40.29K
Jane street group101.76K0.00%33.21K
Arrowstreet capital, limited partnership49.08K0.00%31.60K

Top Sellers

HolderShares% AssetsChange
Kayne anderson rudnick investment management2.75M0.09%-236.17K
Stonepine asset management---170.00K
Millennium management81.96K0.00%-149.64K
Eagle asset management---124.84K
Vanguard group831.38K0.00%-90.03K

New Positions

HolderShares% AssetsChangeValue
Heartland advisors50.00K0.05%50.00K$938.50K
Graham capital management20.70K0.00%20.70K$264.56K
Susquehanna group, llp14.97K-14.97K$264.00K
Copeland capital management3.46K0.00%3.46K$65.00K
Simplex trading1.96K-1.96K$36.71K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202552-55.56%2,730,886-75.43%120.51%15-70.59%30-21.05%
Sep 30, 202544-62.71%2,297,465-77.86%100.48%15-76.19%15-61.54%
Jun 30, 2025124-0.80%11,670,6681.45%512.05%6527.45%42-19.23%
Mar 31, 2025123-8.21%11,474,303-3.51%491.99%50-31.51%5233.33%
Dec 31, 2024129-7.19%11,449,199-4.24%481.90%71-4.05%38-5.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Virtus KAR Small-Cap Growth I1.81M7.99%-200.06K
Vanguard US Total Market Shares ETF589.02K2.59%-
Vanguard Total Stock Mkt Idx Inv498.28K2.20%-
Virtus GF US Small Cap Focus I USD Acc436.24K1.93%-
iShares Russell 2000 ETF288.61K1.27%-4.23K
Invesco Global Multi Cap Growth251.69K1.05%-92.30K
IA Clarington QV Canadian Small Cap A187.52K0.83%-
IA Clarington Canadian Small Cap A187.52K0.82%-
Vanguard Institutional Extnd Mkt Idx Tr147.41K0.65%-
Fidelity Small Cap Index133.96K0.59%-159.00

Recent Insider Transactions


DateNameRoleActivityValue
Feb 17, 2026HARRISON SHANE R EVP & Chief Financial OfficerBuy$98.16K
Jul 31, 2025Freeman Jordan Nicole Chief Accounting OfficerBuy$10.00K
May 12, 2025BEANS PATRICK E-Buy$33.97K
Mar 01, 2024Common Property Trust-Sell$24.27M
Jan 04, 2024Amandla MK Trust-Sell$189.62K

Insider Transactions Trends


DateBuySell
2026 Q11-
2025 Q4--
2025 Q31-
2025 Q21-
2025 Q1--

NRC Ownership FAQ


Who Owns National Research?

National Research shareholders are primarily institutional investors at 12.20%, followed by 48.48% insiders and 39.32% retail investors. The average institutional ownership in National Research's industry, Healthcare Information Services Stocks , is 33.19%, which National Research falls below.

Who owns the most shares of National Research?

National Research’s largest shareholders are Kayne anderson rudnick investment management (2.75M shares, 12.14%), Blackrock funding, inc. /de (1.01M shares, 4.61%), and Morgan stanley (1M shares, 4.61%). Together, they hold 21.36% of National Research’s total shares outstanding.

Does Blackrock own National Research?

Yes, BlackRock owns 4.54% of National Research, totaling 1.08M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 24.88M$. In the last quarter, BlackRock increased its holdings by 15.9K shares, a 1.49% change.

Who is National Research’s biggest shareholder by percentage of total assets invested?

Qv investors is National Research’s biggest shareholder by percentage of total assets invested, with 0.59% of its assets in 381.31K National Research shares, valued at 7.16M$.

Who is the top mutual fund holder of National Research shares?

Virtus KAR Small-Cap Growth I is the top mutual fund holder of National Research shares, with 7.99% of its total shares outstanding invested in 1.81M National Research shares.

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