National Research Ownership | Who Owns National Research?

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National Research Ownership Summary

National Research is owned by 50.40% institutional investors, 37.38% insiders, and 12.22% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 12.76% of NRC shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 8.41% of its assets in National Research shares.

NRC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	National Research	50.40%	37.38%	12.22%
Sector	Healthcare Stocks	49.73%	8.84%	41.43%
Industry	Healthcare Information Services Stocks	52.99%	9.95%	37.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Kayne anderson rudnick investment management	3.05M	12.76%	$69.89M
Blackrock	1.08M	4.54%	$24.88M
Vanguard group	965.10K	4.04%	$22.15M
Morgan stanley	912.70K	3.82%	$20.95M
Dimensional fund advisors lp	614.50K	2.57%	$14.10M
Renaissance	432.88K	1.81%	$9.93M
Geode capital management	407.69K	1.71%	$9.36M
State street	349.29K	1.46%	$8.06M
Qv investors	338.38K	1.42%	$7.77M
Northern trust	300.86K	1.26%	$6.90M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Qv investors	338.38K	0.73%	$7.77M
Laurus investment counsel	20.69K	0.27%	$650.01K
Kayne anderson rudnick investment management	3.05M	0.17%	$69.89M
Sherbrooke park advisers	28.18K	0.11%	$646.66K
Linden thomas advisory services	28.21K	0.10%	$647.33K
Northwest & ethical investments	129.20K	0.09%	$2.97M
Azzad asset management inc /adv	20.48K	0.06%	$470.04K
Willis investment counsel	34.70K	0.06%	$796.41K
Ia global asset management	187.52K	0.05%	$4.30M
Nebula research & development	9.70K	0.04%	$222.71K

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	214.86K	0.00%	143.45K
Northwest & ethical investments	129.20K	0.09%	129.20K
Marshall wace, llp	71.64K	0.00%	71.64K
Renaissance	432.88K	0.02%	54.60K
Two sigma investments, lp	64.67K	0.00%	53.98K

Top Sellers

Holder	Shares	% Assets	Change
Stonepine asset management	-	-	-170.00K
Eagle asset management	-	-	-124.84K
Invesco	280.58K	0.00%	-86.03K
Montanaro asset management	-	-	-67.10K
Comerica bank	99.72K	0.01%	-55.20K

New Positions

Holder	Shares	% Assets	Change	Value
Northwest & ethical investments	129.20K	0.09%	129.20K	$2.97M
Marshall wace, llp	71.64K	0.00%	71.64K	$1.64M
Squarepoint ops	36.81K	0.00%	36.81K	$844.77K
Trexquant investment lp	24.75K	0.01%	24.75K	$567.90K
Aviva	14.22K	0.00%	14.22K	$326.46K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Massmutual trust co fsb/adv	-5.00
Avion wealth	-12.00
Covestor	-23.00
Innealta capital	-25.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	118	3.51%	11,943,304	4.04%	48	2.23%	56	1.82%	42	23.53%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Virtus KAR Small-Cap Growth I	2.01M	8.41%	-
Vanguard Total Stock Mkt Idx Inv	589.02K	2.51%	-
Virtus GF US Small Cap Focus I USD Acc	423.49K	1.77%	37.25K
iShares Russell 2000 ETF	371.66K	1.58%	-840.00
Invesco Global Multi Cap Growth	251.69K	1.05%	-92.30K
Vanguard Institutional Extnd Mkt Idx Tr	242.31K	1.03%	-1.15K
DFA US Micro Cap I	222.62K	0.95%	-
IA Clarington Canadian Small Cap A	187.52K	0.80%	-
ODIN USA A NOK	182.10K	0.78%	-7.89K
Fidelity Small Cap Index	155.36K	0.66%	-3.17K

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 Q1	-	-
2024 Q2	-	-
2024 Q1	-	7
2023 Q4	-	14
2023 Q2	-	23

NRC Ownership FAQ

Who Owns National Research?

National Research shareholders are primarily institutional investors at 50.40%, followed by 37.38% insiders and 12.22% retail investors. The average institutional ownership in National Research's industry, Healthcare Information Services Stocks , is 52.99%, which National Research falls below.

Who owns the most shares of National Research?

National Research’s largest shareholders are Kayne anderson rudnick investment management (3.05M shares, 12.76%), Blackrock (1.08M shares, 4.54%), and Vanguard group (965.1K shares, 4.04%). Together, they hold 21.34% 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 0.73% of its assets in 338.38K National Research shares, valued at 7.77M$.

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 8.41% of its total shares outstanding invested in 2.01M National Research shares.

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