National Research Corp (NRC) Ownership

17.17 ↑0.10 (0.59%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Kayne Anderson Rudnick Investment Management LLC is the biggest individual institutional holder of National Research Corp (NRC), owning a total of 3.1 million shares. Combined, the top 36 institutional holders of NRC own 56.58% of the company with a total of 13.4 million shares.

In the latest ownership report on September 30th 2024, the top 36 institutional holders decreased their combined ownership of NRC by 754 thousand shares. 10 institutions bought 266,343 total additional shares and increased their ownership by an average of 11.88%. However 8 institutions sold 1,020,486 total shares and decreased their ownership by an average of 11.02%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of National Research Corp decreased by a net total of -754,143 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kayne Anderson Rudnick Investment Management LLC	13.033%	0.469%	3,059,576	14,270	2024-09-30
Vanguard Group Inc	4.202%	2.204%	986,370	21,272	2024-09-30
Morgan Stanley - Brokerage Accounts	3.914%	-49.668%	918,757	-906,647	2024-09-30
Dimensional Fund Advisors, Inc.	2.517%	-3.857%	590,797	-23,698	2024-09-30
Geode Capital Management, LLC	1.792%	3.198%	420,733	13,039	2024-09-30
Renaissance Technologies Corp	1.618%	-12.244%	379,884	-53,000	2024-09-30
State Street Corp	1.548%	4.049%	363,438	14,144	2024-09-30
QV Investors Inc	1.444%	0.180%	338,990	610	2024-09-30
Northern Trust Corp	1.218%	-4.971%	285,902	-14,957	2024-09-30
Millennium Management LLC	0.987%	7.791%	231,598	16,740	2024-09-30
Wells Fargo & Co	0.732%	-4.044%	171,838	-7,242	2024-09-30
Hotchkis & Wiley Capital Management LLC	0.589%	0.000%	138,150	138,150	2024-09-30
Northwest & Ethical Investments L.P.	0.550%	0.000%	129,200	0	2024-09-30
Charles Schwab Investment Management Inc	0.527%	6.788%	123,741	7,866	2024-09-30
Bank of America Corp	0.506%	-1.762%	118,814	-2,131	2024-09-30
Bank of New York Mellon Corp	0.491%	-6.491%	115,255	-8,000	2024-09-30
Comerica Bank	0.425%	0.070%	99,788	70	2024-09-30
Envestnet Asset Management Inc	0.378%	-5.140%	88,794	-4,811	2024-09-30
Algert Global LLC	0.353%	94.017%	82,921	40,182	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kayne Anderson Rudnick Investment Management LLC	13.033%	0.469%	3,059,576	14,270	2024-09-30
BlackRock Inc	4.617%	1.489%	1,083,917	15,898	2024-06-30
Vanguard Group Inc	4.202%	2.204%	986,370	21,272	2024-09-30
Atlanta Capital Management Company,LLC	3.899%	21.877%	959,130	172,163	2022-09-30
Morgan Stanley - Brokerage Accounts	3.914%	-49.668%	918,757	-906,647	2024-09-30
Conestoga Capital Advisors, LLC	3.286%	0.493%	784,656	3,850	2024-03-31
Dimensional Fund Advisors, Inc.	2.517%	-3.857%	590,797	-23,698	2024-09-30
Geode Capital Management, LLC	1.792%	3.198%	420,733	13,039	2024-09-30
Renaissance Technologies Corp	1.618%	-12.244%	379,884	-53,000	2024-09-30
State Street Corp	1.548%	4.049%	363,438	14,144	2024-09-30
State Street Corporation	1.484%	3.466%	354,345	11,870	2024-03-31
QV Investors Inc	1.444%	0.180%	338,990	610	2024-09-30
Northern Trust Corp	1.218%	-4.971%	285,902	-14,957	2024-09-30
Amvescap Plc.	1.195%	-23.466%	280,583	-86,028	2024-06-30
Touchstone Capital, Inc.	1.054%	-6.236%	251,625	-16,736	2023-12-31
Millennium Management LLC	0.987%	7.791%	231,598	16,740	2024-09-30
Wells Fargo & Co	0.732%	-4.044%	171,838	-7,242	2024-09-30
StonePine Asset Management Inc.	0.712%	11.039%	170,000	16,900	2024-03-31
Hotchkis & Wiley Capital Management LLC	0.589%	0.000%	138,150	138,150	2024-09-30
Citadel Advisors Llc	0.564%	0.000%	132,442	132,442	2024-06-30
Northwest & Ethical Investments L.P.	0.550%	0.000%	129,200	0	2024-09-30
Eagle Asset Management, Inc.	0.532%	59.533%	124,838	46,586	2024-06-30
Charles Schwab Investment Management Inc	0.527%	6.788%	123,741	7,866	2024-09-30
Victory Capital Management Inc.	0.488%	18.307%	119,981	18,566	2022-12-31
Bank of America Corp	0.506%	-1.762%	118,814	-2,131	2024-09-30
Bank of New York Mellon Corp	0.491%	-6.491%	115,255	-8,000	2024-09-30
Comerica Bank	0.425%	0.070%	99,788	70	2024-09-30
Envestnet Asset Management Inc	0.378%	-5.140%	88,794	-4,811	2024-09-30
U.S. Bancorp	0.340%	13.276%	83,687	9,808	2022-12-31
Algert Global LLC	0.353%	94.017%	82,921	40,182	2024-09-30
Public Employees Retirement System Of Ohio	0.326%	-10.799%	77,895	-9,430	2024-03-31
Royce & Associates, LP	0.310%	0.597%	74,028	439	2024-03-31
Montanaro Asset Management Ltd	0.277%	0.000%	67,100	0	2023-12-31
Nuveen Asset Management, LLC	0.233%	1.088%	57,217	616	2023-06-30
Ameriprise Financial Inc	0.223%	36.085%	54,694	14,503	2023-03-31
First Trust Advisors L.P.	0.218%	0.000%	53,433	53,433	2023-06-30

Mutual Fund Ownership

Virtus KAR Small-Cap Growth I is the biggest individual fund holder of National Research Corp (NRC), owning a total of 2 million shares. Combined, the top 33 mutual fund holders of NRC own 34.27% of the company with a total of 8.1 million shares.

In the latest ownership report on November 30th 2024, the top 33 fund holders increased their combined ownership of NRC by 75 thousand shares. 1 funds bought 80 total additional shares and increased their ownership by an average of 0.11%. However 1 funds sold 74,676 total shares and decreased their ownership by an average of 41.01%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding National Research Corp decreased by a net total of -74,596 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	1.824%	0.000%	428,157	0	2024-11-30
iShares Russell 2000 Growth ETF	0.597%	0.000%	140,047	0	2024-11-30
ODIN USA A NOK	0.458%	-41.007%	107,429	-74,676	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.423%	0.000%	99,215	0	2024-11-30
Schwab US Small-Cap ETF™	0.310%	0.110%	72,666	80	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Virtus KAR Small-Cap Growth I	8.553%	0.000%	2,008,009	0	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.509%	0.000%	589,022	0	2024-10-31
Conestoga Small Cap Investors	2.369%	0.000%	565,599	0	2024-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.221%	-0.105%	545,412	-574	2023-03-31
iShares Russell 2000 ETF	1.824%	0.000%	428,157	0	2024-11-30
Virtus GF US Small Cap Focus I USD Acc	1.804%	9.644%	423,485	37,250	2024-09-30
Invesco Global Opportunities A	1.054%	-41.305%	251,687	-177,117	2024-06-30
Invesco Global Multi Cap Growth	1.072%	-26.833%	251,687	-92,303	2024-06-30
Vanguard Institutional Extnd Mkt Idx Tr	1.032%	-0.472%	242,309	-1,150	2024-10-31
DFA US Micro Cap I	0.948%	0.000%	222,620	0	2024-10-31
Conestoga Small Cap Growth	0.896%	-1.097%	213,902	-2,372	2024-03-31
Vanguard Extended Market Index Investor	0.830%	-0.026%	203,972	-53	2023-08-31
IA Clarington Canadian Small Cap A	0.799%	0.000%	187,520	0	2024-10-31
NBI Global Small Cap GP	0.712%	0.000%	170,000	0	2024-04-30
Fidelity Small Cap Index	0.655%	-1.067%	153,704	-1,657	2024-09-30
iShares Russell 2000 Growth ETF	0.597%	0.000%	140,047	0	2024-11-30
Fidelity® Small Cap Index	0.567%	2.918%	139,290	3,949	2023-10-31
NEI Canadian Small Cap Equity RS A	0.550%	0.000%	129,200	0	2024-10-31
Eagle Small Cap Core Inst'l	0.523%	59.533%	124,838	46,586	2024-06-30
VictoryShares US SmCp Hi Div Vol Wtd ETF	0.445%	0.000%	109,436	0	2023-02-28
ODIN USA A NOK	0.458%	-41.007%	107,429	-74,676	2024-11-30
DFA US Small Cap I	0.436%	-1.892%	102,246	-1,972	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.423%	0.000%	99,215	0	2024-11-30
JNL Multi-Manager Small Cap Growth A	0.403%	-10.846%	94,527	-11,500	2024-09-30
Fidelity Extended Market Index	0.355%	-4.141%	83,377	-3,602	2024-10-31
Fidelity® Extended Market Index	0.323%	2.806%	79,407	2,167	2023-11-30
Schwab US Small-Cap ETF™	0.310%	0.110%	72,666	80	2024-11-30
Vanguard Russell 2000 ETF	0.298%	-0.627%	70,013	-442	2024-10-31
Daiwa US Small Cap Sutainable Gr MF	0.279%	50.875%	68,802	23,200	2022-02-15
FP Brunel Smaller Companies Eqs A Acc	0.277%	0.000%	67,100	0	2024-01-31
WisdomTree US SmallCap Dividend ETF	0.262%	0.000%	64,453	0	2023-10-31
Royce Micro Cap Trust	0.252%	0.000%	59,221	0	2024-09-30
KAR Small Cap Growth CIT C1	0.239%	0.000%	56,123	0	2024-10-31