National Research Ownership | Who Owns National Research?
National Research Ownership Summary
National Research is owned by 49.95% institutional investors, 44.78% insiders, and 5.27% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 12.79% of NRC shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 8.75% of its assets in National Research shares.
NRC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Research | 49.95% | 44.78% | 5.27% |
| Sector | Healthcare Stocks | 279.18% | 10.62% | -189.80% |
| Industry | Healthcare Information Services Stocks | 36.90% | 10.30% | 52.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Kayne anderson rudnick investment management | 3.03M | 12.79% | $53.51M |
| Blackrock funding, inc. /de | 1.21M | 5.09% | $21.28M |
| 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 | 28.28K | 0.90% | $498.88K |
| Qv investors | 354.36K | 0.64% | $6.25M |
| Kayne anderson rudnick investment management | 3.03M | 0.12% | $53.51M |
| Willis investment counsel | 55.25K | 0.06% | $974.56K |
| Northwest & ethical investments | 129.20K | 0.06% | $2.28M |
| Linden thomas advisory services | 27.16K | 0.06% | $479.05K |
| Ia global asset management | 187.52K | 0.06% | $3.31M |
| Inspire investing | 22.95K | 0.05% | $404.87K |
| Quest partners | 19.19K | 0.04% | $338.48K |
| Seizert capital partners | 19.89K | 0.02% | $350.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of new york mellon | 217.21K | 0.00% | 101.96K |
| Goldman sachs group | 124.85K | 0.00% | 43.98K |
| Blackrock funding, inc. /de | 1.21M | 0.00% | 42.20K |
| Penn mutual asset management | 28.28K | 0.90% | 28.28K |
| 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 |
|---|---|---|---|---|
| Penn mutual asset management | 28.28K | 0.90% | 28.28K | $498.88K |
| Susquehanna group, llp | 14.97K | - | 14.97K | $264.00K |
| Bellwether advisors | 350.00 | 0.00% | 350.00 | $6.17K |
| Citadel advisors | 200.00 | - | 200.00 | $4.59K |
| Avion wealth | 160.00 | 0.00% | 160.00 | $2.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Capital performance advisors llp | -4.00 |
| Larson financial group | -12.00 |
| Innealta capital | -25.00 |
| Cornerstone planning group | -26.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 139 | 8.59% | 12,612,246 | 6.15% | 51 | 2.20% | 93 | 36.76% | 28 | -37.78% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Virtus KAR Small-Cap Growth I | 2.01M | 8.75% | - |
| Vanguard Total Stock Mkt Idx Inv | 589.02K | 2.59% | - |
| Vanguard US Total Market Shares ETF | 589.02K | 2.59% | - |
| Virtus GF US Small Cap Focus I USD Acc | 436.24K | 1.91% | - |
| iShares Russell 2000 ETF | 371.88K | 1.63% | 183.00 |
| Invesco Global Multi Cap Growth | 251.69K | 1.05% | -92.30K |
| Vanguard Institutional Extnd Mkt Idx Tr | 214.55K | 0.94% | - |
| DFA US Micro Cap I | 190.44K | 0.84% | -7.82K |
| IA Clarington Canadian Small Cap A | 187.52K | 0.82% | - |
| Fidelity Small Cap Index | 152.30K | 0.67% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Jan 03, 2024 | Common Property Trust | - | Sell | $15.14M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 7 |
| 2023 Q4 | - | 14 |
NRC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools