National Research Ownership | Who Owns National Research?
National Research Ownership Summary
National Research is owned by 48.27% institutional investors, 38.06% insiders, and 13.67% 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 | 48.27% | 38.06% | 13.67% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Healthcare Information Services Stocks | 40.75% | 11.44% | 47.80% |
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 |
| Semanteon capital management, lp | 10.28K | 0.10% | $181.36K |
| 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 |
| Inceptionr | 13.54K | 0.05% | $238.86K |
| Inspire investing | 22.95K | 0.05% | $404.87K |
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 |
| Montanaro asset management | - | - | -67.10K |
| Royce & associates lp | - | - | -61.58K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Penn mutual asset management | 28.28K | 0.90% | 28.28K | $498.88K |
| Proficio capital partners | 16.04K | 0.00% | 16.04K | $16.04K |
| Susquehanna group, llp | 14.97K | - | 14.97K | $264.00K |
| Inceptionr | 13.54K | 0.05% | 13.54K | $238.86K |
| Allianz asset management gmbh | 12.00K | 0.00% | 12.00K | $211.68K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Capital performance advisors llp | -4.00 |
| Innealta capital | -25.00 |
| Cornerstone planning group | -26.00 |
| Global retirement partners | -41.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 128 | 8.47% | 11,881,933 | -0.51% | 48 | 2.05% | 68 | 21.43% | 45 | 7.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Virtus KAR Small-Cap Growth I | 2.01M | 8.75% | - |
| Vanguard US Total Market Shares ETF | 589.02K | 2.59% | - |
| Vanguard Total Stock Mkt Idx Inv | 589.02K | 2.57% | - |
| Virtus GF US Small Cap Focus I USD Acc | 436.24K | 1.89% | 12.75K |
| iShares Russell 2000 ETF | 385.55K | 1.68% | -3.35K |
| Invesco Global Multi Cap Growth | 251.69K | 1.05% | -92.30K |
| Vanguard Institutional Extnd Mkt Idx Tr | 212.41K | 0.93% | 2.80K |
| DFA US Micro Cap I | 198.26K | 0.86% | -7.17K |
| IA Clarington Canadian Small Cap A | 187.52K | 0.82% | - |
| Fidelity Small Cap Index | 152.30K | 0.66% | -2.85K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Jan 02, 2024 | Amandla MK Trust | - | Sell | $7.26M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 7 |
| 2023 Q4 | - | 14 |
NRC Ownership FAQ
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