National Research Ownership | Who Owns National Research?
National Research Ownership Summary
National Research is owned by 14.38% institutional investors, 48.96% insiders, and 36.66% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 12.10% of NRC shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 7.51% of its assets in National Research shares.
NRC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Research | 14.38% | 48.96% | 36.66% |
| Sector | Healthcare Stocks | 35.74% | 11.83% | 52.43% |
| Industry | Healthcare Information Services Stocks | 32.56% | 11.95% | 55.49% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Kayne anderson rudnick investment management | 2.64M | 12.10% | $44.77M |
| Morgan stanley | 1.00M | 4.60% | $17.01M |
| Blackrock | 1.08M | 4.54% | $24.88M |
| Blackrock funding, inc. /de | 975.86K | 4.48% | $16.57M |
| Vanguard group | 831.38K | 3.71% | $15.60M |
| Dimensional fund advisors lp | 489.74K | 2.25% | $8.32M |
| Geode capital management | 393.85K | 1.81% | $6.69M |
| Qv investors | 381.31K | 1.75% | $6.47M |
| Renaissance | 340.78K | 1.56% | $5.79M |
| State street | 300.75K | 1.38% | $5.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cove street capital | 32.63K | 0.54% | $417.06K |
| Qv investors | 381.31K | 0.52% | $6.47M |
| Willis investment counsel | 224.64K | 0.21% | $3.81M |
| Heartland advisors | 237.15K | 0.21% | $4.03M |
| Kayne anderson rudnick investment management | 2.64M | 0.13% | $44.77M |
| Dynamic technology lab private | 18.63K | 0.05% | $316.37K |
| Northwest & ethical investments | 129.20K | 0.05% | $2.19M |
| Linden thomas advisory services | 27.59K | 0.05% | $468.55K |
| Ia global asset management | 187.52K | 0.05% | $3.18M |
| Quadrant capital group | 2.20K | 0.04% | $48.97M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Heartland advisors | 237.15K | 0.21% | 187.15K |
| Vanguard fiduciary trust | 93.15K | 0.00% | 93.15K |
| Fifth third bancorp | 90.18K | 0.00% | 90.18K |
| Willis investment counsel | 224.64K | 0.21% | 41.41K |
| Northern trust | 255.60K | 0.00% | 31.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Stonepine asset management | - | - | -170.00K |
| Millennium management | 81.96K | 0.00% | -149.64K |
| Eagle asset management | - | - | -124.84K |
| Vanguard group | 831.38K | 0.00% | -90.03K |
| Algert global | - | - | -79.22K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 93.15K | 0.00% | 93.15K | $1.58M |
| Mangrove partners | 22.65K | 0.03% | 22.65K | $384.58K |
| Xtx topco | 19.93K | 0.01% | 19.93K | $338.33K |
| Dynamic technology lab private | 18.63K | 0.05% | 18.63K | $316.37K |
| Empowered funds | 13.28K | 0.00% | 13.28K | $225.53K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Mai capital management | -2.00 |
| Clearstead advisors | -3.00 |
| Capital performance advisors llp | -4.00 |
| Point72 (difc) | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 51 | -56.03% | 3,133,089 | -70.84% | 14 | 0.62% | 22 | -46.34% | 16 | -73.77% |
| Dec 31, 2025 | 52 | -55.56% | 2,730,886 | -75.43% | 12 | 0.51% | 15 | -70.59% | 30 | -21.05% |
| Sep 30, 2025 | 44 | -62.71% | 2,297,465 | -77.86% | 10 | 0.48% | 15 | -76.19% | 15 | -61.54% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Virtus KAR Small-Cap Growth I | 1.71M | 7.51% | -101.14K |
| Vanguard US Total Market Shares ETF | 589.02K | 2.59% | - |
| Vanguard Total Stock Mkt Idx Inv | 498.28K | 2.21% | - |
| Virtus GF US Small Cap Focus I USD Acc | 436.24K | 1.92% | - |
| Heartland Value Investor | 300.00K | 1.33% | 62.85K |
| iShares Russell 2000 ETF | 284.13K | 1.26% | 2.40K |
| Invesco Global Multi Cap Growth | 251.69K | 1.05% | -92.30K |
| Heartland Value Strategy | 237.15K | 1.04% | 187.15K |
| IA Clarington QV Canadian Small Cap A | 187.52K | 0.83% | - |
| IA Clarington Canadian Small Cap A | 187.52K | 0.82% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 17, 2026 | HARRISON SHANE R | EVP & Chief Financial Officer | Buy | $98.16K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | 1 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 1 | - |
| 2025 Q2 | 1 | - |
NRC Ownership FAQ
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