NATIONAL RESEARCH CORP - Common Stock (NRC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
NRC on Nasdaq
Shares outstanding
23,046,523
Price per share
$18.77
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
11,109,644
Total reported value
$142,023,248
% of total 13F portfolios
0%
Share change
-562,226
Value change
-$7,941,177
Number of holders
116
Price from insider filings
$18.77
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of NATIONAL RESEARCH CORP - Common Stock (NRC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Common Property Trust 46% $135,496,499 10,585,664 Beans Patrick E. 31 Dec 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13% $37,940,237 2,964,081 Kayne Anderson Rudnick Investment Management, LLC 31 Mar 2025
BlackRock, Inc. 4.4% -14% $12,979,802 -$2,453,338 1,014,047 -16% BlackRock, Inc. 31 Mar 2025

As of 30 Sep 2025, 116 institutional investors reported holding 11,109,644 shares of NATIONAL RESEARCH CORP - Common Stock (NRC). This represents 48% of the company’s total 23,046,523 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of NATIONAL RESEARCH CORP - Common Stock (NRC) together control 43% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12% 2,750,558 -7.9% 0.09% $35,152,137
BlackRock, Inc. 4.6% 1,065,115 -11% 0% $13,612,170
VANGUARD GROUP INC 4% 921,404 +0.2% 0% $11,775,544
MORGAN STANLEY 3.7% 857,635 -1.6% 0% $10,960,594
DIMENSIONAL FUND ADVISORS LP 2.2% 513,849 -3.3% 0% $6,566,945
GEODE CAPITAL MANAGEMENT, LLC 1.8% 404,397 +0.02% 0% $5,168,899
QV Investors Inc. 1.7% 381,310 0% 0.42% $4,873,000
RENAISSANCE TECHNOLOGIES LLC 1.6% 375,084 +0.83% 0.01% $4,793,574
STATE STREET CORP 1.5% 336,393 -1.4% 0% $4,339,206
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.3% 292,400 +7.9% 0.01% $3,736,872
AQR CAPITAL MANAGEMENT LLC 1.2% 265,825 +32% 0% $3,397,238
NORTHERN TRUST CORP 1% 240,003 -4.3% 0% $3,067,238
Bank of New York Mellon Corp 0.87% 200,691 -1.9% 0% $2,564,832
iA Global Asset Management Inc. 0.81% 187,520 0% 0.03% $2,397,000
Willis Investment Counsel 0.78% 180,306 -0.38% 0.13% $2,304,311
WELLS FARGO & COMPANY/MN 0.67% 155,262 -8.6% 0% $1,984,249
Northwest & Ethical Investments L.P. 0.56% 129,200 0% 0.04% $1,651,176
BANK OF AMERICA CORP /DE/ 0.52% 119,228 -2.5% 0% $1,523,734
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.42% 96,900 -13% 0% $1,238,382
GOLDMAN SACHS GROUP INC 0.41% 93,675 -3% 0% $1,197,167
COMERICA BANK 0.4% 92,309 0% 0% $1,179,709
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.34% 77,895 0% 0% $995,498
SEI INVESTMENTS CO 0.33% 76,270 +1.2% 0% $974,731
Creative Planning 0.32% 73,515 -50% 0% $939,517
JANE STREET GROUP, LLC 0.3% 68,545 +128% 0% $876,004

Institutional Holders of NATIONAL RESEARCH CORP - Common Stock (NRC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 607,820 $11,408,616 -$311,428 $18.77 12
2025 Q3 11,109,644 $142,023,248 -$7,941,177 $12.78 116
2025 Q2 11,671,181 $196,114,843 +$3,893,780 $16.80 124
2025 Q1 11,503,564 $147,285,358 -$6,206,819 $12.80 122
2024 Q4 11,878,871 $209,584,405 -$2,335,369 $17.64 132
2024 Q3 11,933,684 $272,832,453 -$6,961,872 $22.86 136
2024 Q2 12,183,484 $279,649,076 -$21,281,705 $22.95 131
2024 Q1 12,591,544 $498,853,480 +$29,434,540 $39.61 137
2023 Q4 239,888 $9,489,480 -$1,293,581 $39.56 3
2023 Q3 11,789,843 $523,161,313 +$13,100,800 $44.37 116
2023 Q2 11,456,839 $498,528,716 +$9,054,165 $43.51 112
2023 Q1 11,082,003 $482,207,781 -$3,859,651 $43.51 118
2022 Q4 11,345,904 $424,105,160 +$36,314,141 $37.30 110
2022 Q3 11,399,187 $453,907,773 +$6,719,612 $39.80 103
2022 Q2 11,236,586 $429,816,204 +$870,834 $38.28 104
2022 Q1 11,292,186 $447,738,707 -$4,264,743 $39.65 110
2021 Q4 11,401,910 $473,065,626 +$4,418,669 $41.52 110
2021 Q3 11,213,003 $473,065,379 +$2,182,364 $42.17 107
2021 Q2 11,164,579 $513,529,467 +$12,204,719 $45.90 99
2021 Q1 10,900,888 $510,742,633 +$5,718,454 $46.83 95
2020 Q4 10,380,138 $444,597,144 +$2,094,147 $42.75 85
2020 Q3 10,316,845 $508,406,815 -$2,654,025 $49.21 90
2020 Q2 10,508,861 $611,883,938 +$25,690,990 $58.21 90
2020 Q1 10,186,134 $464,012,559 +$12,835,970 $45.48 91
2019 Q4 9,907,212 $653,537,800 +$3,622,037 $65.94 103
2019 Q3 9,888,672 $571,013,089 +$53,662,469 $57.75 95
2019 Q2 8,958,810 $515,932,722 +$31,633,206 $57.59 88
2019 Q1 8,404,212 $324,518,722 +$11,980,585 $38.60 72
2018 Q4 8,203,775 $313,098,542 +$1,565,321 $38.14 77
2018 Q3 8,079,669 $311,841,217 +$26,897,574 $38.60 73
2018 Q2 7,428,229 $277,721,628 +$33,927,323 $37.40 75
2018 Q1 6,525,823 $191,203,659 +$1,233,133 $29.25 67
2017 Q4 6,469,732 $241,380,623 +$12,339,723 $37.30 78
2017 Q3 6,123,456 $230,847,394 +$4,106,648 $37.70 75
2017 Q2 6,029,898 $162,200,972 +$4,904,178 $26.90 71
2017 Q1 5,873,240 $115,696,138 +$18,197,171 $19.70 67
2016 Q4 5,338,913 $101,438,482 +$2,737,903 $19.00 65
2016 Q3 5,195,284 $84,615,259 +$1,755,274 $16.29 62
2016 Q2 5,104,481 $69,929,007 -$4,311,966 $13.70 61
2016 Q1 5,381,819 $83,682,912 +$3,484,506 $15.55 58
2015 Q4 5,149,746 $82,601,211 +$1,374,924 $16.04 56
2015 Q3 5,052,646 $60,330,850 -$797,054 $11.94 50
2015 Q2 4,976,689 $70,716,860 +$236,189 $14.21 54
2015 Q1 5,088,484 $73,245,747 -$3,146,164 $14.40 52
2014 Q4 5,307,571 $74,243,138 -$410,048 $13.99 48
2014 Q3 5,304,924 $69,017,612 +$3,924,781 $13.01 43
2014 Q2 5,000,955 $69,962,816 -$208,742 $13.99 50
2014 Q1 5,009,024 $83,084,206 +$3,284,894 $16.59 49