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 8.81% 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	486.50%	11.08%	-397.59%
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	354.36K	1.49%	$6.25M
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	354.36K	0.64%	$6.25M
Kayne anderson rudnick investment management	2.99M	0.12%	$50.18M
Significant wealth partners	14.49K	0.12%	$243.46K
Cove street capital	3.23K	0.08%	$54.23K
Willis investment counsel	55.25K	0.06%	$974.56K
Linden thomas advisory services	27.16K	0.06%	$479.05K
Azzad asset management inc /adv	32.63K	0.06%	$548.25K
Northwest & ethical investments	129.20K	0.05%	$2.17M
Ia global asset management	187.52K	0.05%	$3.15M

Top Buyers

Holder	Shares	% Assets	Change
Hotchkis & wiley capital management	270.95K	0.01%	111.00K
Bank of new york mellon	217.21K	0.00%	101.96K
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

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
Los angeles capital management	23.99K	0.00%	23.99K	$403.00K
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
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	8.81%	-
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	300.71K	1.30%	-5.67K
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	172.29K	0.75%	-8.39K
Fidelity Small Cap Index	159.27K	0.69%	-1.00K

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 Q2	1	-
2025 Q1	-	-
2024 Q2	-	-
2024 Q1	-	7
2023 Q4	-	14

NRC Ownership FAQ

Who Owns National Research?

National Research shareholders are primarily institutional investors at 51.51%, followed by 46.42% insiders and 2.07% retail investors. The average institutional ownership in National Research's industry, Healthcare Information Services Stocks , is 54.77%, which National Research falls below.

Who owns the most shares of National Research?

National Research’s largest shareholders are Kayne anderson rudnick investment management (2.99M shares, 13.18%), Blackrock funding, inc. /de (1.19M shares, 5.26%), and Blackrock (1.08M shares, 4.54%). Together, they hold 22.99% 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?

Penn mutual asset management is National Research’s biggest shareholder by percentage of total assets invested, with 0.75% of its assets in 25.28K National Research shares, valued at 424.72K$.

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 8.81% of its total shares outstanding invested in 2.01M National Research shares.

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