National Research Corp (NRC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

25,617,073Shares Outstanding

72,689Shares held by institutions

$874,449Value of institutional holdings

38.64%Institutional ownership %

2.80%Shares Changed QoQ

98No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 109 institutions have reported a stake in National Research Corp (NASDAQ:NRC) as of December 2025, according to recent 13F filings with the SEC.

Institutional ownership in National Research edged down to 46.4% in December 2025, compared to 48.5% in September 2025.
The company experienced a -1.91% quarterly change in institutional shares held, alongside a decrease of 18.05% in total owners annually.
The latest 13F cycle for National Research reveals that of 109 total investors, 36 funds grew their exposure, whereas 60 reduced theirs and 13 made no changes.
Collectively, institutional investors decreased their stake in National Research to 10.62Mn shares as of December 2025, a change that is down by 206.63K shares quarter on quarter and down 1.31Mn shares year over year.
With 2.66Mn shares, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC commands the largest institutional position in National Research as of December 31, 2025, equating to 11.61% of the company.
Among the most significant buyers of National Research during December 2025 were MORGAN STANLEY (146.07K), HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC (50.00K), HEARTLAND ADVISORS INC (50.00K), Bank of New York Mellon Corp (40.29K), JANE STREET GROUP, LLC (33.21K).
Leading sellers of National Research stock in December 2025 included KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (92.73K), VANGUARD GROUP INC (90.03K), BlackRock, Inc. (59.79K), AQR CAPITAL MANAGEMENT LLC (49.05K), ENVESTNET ASSET MANAGEMENT INC (31.62K).
The top 10 institutional holders of National Research for the quarter ending December 2025 included KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.66Mn), BlackRock, Inc. (1.01Mn), MORGAN STANLEY (1.00Mn), VANGUARD GROUP INC (831.38K), DIMENSIONAL FUND ADVISORS LP (494.50K), GEODE CAPITAL MANAGEMENT, LLC (383.51K), QV Investors Inc. (381.31K), RENAISSANCE TECHNOLOGIES LLC (351.08K), HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC (342.40K), STATE STREET CORP (309.61K).

109 Institutional Holders

72,689 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	2,657,828	-92,730	-3.37%	$49,887,447.00
BlackRock, Inc.	31 Dec, 2025	1,005,323	-59,792	-5.61%	$18,869,912.00
MORGAN STANLEY	31 Dec, 2025	1,003,709	146,074	17.03%	$18,839,632.00
VANGUARD GROUP INC	31 Dec, 2025	831,379	-90,025	-9.77%	$15,604,984.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	494,504	-19,345	-3.76%	$9,281,679.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	383,511	-20,886	-5.16%	$7,199,486.00
QV Investors Inc.	31 Dec, 2025	381,310	0	0.00%	$7,157.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	351,084	-24,000	-6.40%	$6,589,847.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	342,400	50,000	17.10%	$6,426,848.00
STATE STREET CORP	31 Dec, 2025	309,609	-26,784	-7.96%	$5,860,422.00
Bank of New York Mellon Corp	31 Dec, 2025	240,977	40,286	20.07%	$4,523,141.00
NORTHERN TRUST CORP	31 Dec, 2025	224,098	-15,905	-6.63%	$4,206,320.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	216,776	-49,049	-18.45%	$4,068,891.00
iA Global Asset Management Inc.	31 Dec, 2025	187,520	0	0.00%	$3,520.00
Willis Investment Counsel	31 Dec, 2025	183,226	2,920	1.62%	$3,439,152.00
Northwest & Ethical Investments L.P.	31 Dec, 2025	129,200	0	0.00%	$2,425,084.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	126,261	-29,001	-18.68%	$2,369,912.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	114,967	18,067	18.64%	$2,157,931.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	109,145	-10,083	-8.46%	$2,048,651.00
JANE STREET GROUP, LLC	31 Dec, 2025	101,756	33,211	48.45%	$1,909,960.00

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