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
-$7,941,184
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% $113,266,605 10,585,664 Beans Patrick E. 31 Dec 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13% $31,715,667 2,964,081 Kayne Anderson Rudnick Investment Management, LLC 31 Mar 2025
BlackRock, Inc. 4.4% -14% $10,850,303 -$2,050,837 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 -$7,941,184 $12.78 116
2025 Q2 11,671,181 $196,114,843 +$3,893,782 $16.80 124
2025 Q1 11,503,564 $147,284,867 -$6,206,822 $12.80 122
2024 Q4 11,878,871 $209,583,639 -$2,343,384 $17.64 132
2024 Q3 11,934,034 $272,840,522 -$6,927,729 $22.86 137
2024 Q2 12,182,341 $279,622,437 -$21,335,705 $22.95 132
2024 Q1 12,745,050 $505,224,889 +$28,006,688 $39.61 141
2023 Q4 12,021,040 $475,597,179 -$3,757,713 $39.56 129
2023 Q3 12,126,634 $538,449,269 +$20,270,452 $44.37 120
2023 Q2 11,662,652 $507,799,722 +$9,048,952 $43.51 115
2023 Q1 11,452,078 $498,653,789 -$4,356,439 $43.51 123
2022 Q4 11,704,412 $437,476,387 +$36,764,570 $37.30 115
2022 Q3 11,675,608 $464,909,449 +$5,806,059 $39.80 109
2022 Q2 11,521,526 $440,979,718 +$947,742 $38.28 108
2022 Q1 11,507,618 $456,280,796 +$3,529,770 $39.65 114
2021 Q4 11,416,748 $473,681,626 +$4,397,518 $41.52 111
2021 Q3 11,228,351 $473,712,379 +$2,204,108 $42.17 108
2021 Q2 11,179,409 $514,210,467 +$12,286,535 $45.90 100
2021 Q1 10,907,137 $511,278,633 +$5,950,900 $46.83 96
2020 Q4 10,781,336 $461,751,144 +$8,374,142 $42.75 90
2020 Q3 10,532,859 $519,036,815 -$2,532,454 $49.21 91
2020 Q2 10,514,023 $612,184,938 +$22,527,414 $58.21 93
2020 Q1 10,192,452 $464,305,559 +$12,532,261 $45.48 95
2019 Q4 9,907,212 $653,537,800 +$3,622,042 $65.94 103
2019 Q3 9,888,817 $571,022,089 +$53,664,229 $57.75 96
2019 Q2 8,958,927 $515,939,722 +$33,227,781 $57.59 89
2019 Q1 8,428,160 $325,857,722 +$12,005,600 $38.60 75
2018 Q4 8,203,775 $313,098,542 +$1,977,307 $38.14 77
2018 Q3 8,163,204 $315,066,217 +$28,290,886 $38.60 75
2018 Q2 7,434,579 $277,958,628 +$33,935,749 $37.40 76
2018 Q1 6,562,461 $192,271,659 +$1,301,042 $29.25 70
2017 Q4 6,475,188 $241,583,623 +$11,961,213 $37.30 79
2017 Q3 6,130,652 $231,236,394 +$4,498,987 $37.70 76
2017 Q2 6,029,898 $162,200,972 +$4,904,193 $26.90 71
2017 Q1 5,873,240 $115,696,138 +$18,166,558 $19.70 67
2016 Q4 5,353,579 $101,716,482 +$2,809,097 $19.00 66
2016 Q3 5,206,194 $84,792,259 +$1,672,079 $16.29 63
2016 Q2 5,104,526 $69,930,007 -$4,307,992 $13.70 62
2016 Q1 5,381,819 $83,682,912 +$3,486,325 $15.55 58
2015 Q4 5,152,048 $82,637,211 +$1,368,587 $16.04 57
2015 Q3 5,052,646 $60,330,850 -$778,417 $11.94 50
2015 Q2 5,110,265 $72,613,860 +$235,300 $14.21 56
2015 Q1 5,088,612 $73,247,747 -$3,152,987 $14.40 53
2014 Q4 5,307,571 $74,243,138 -$418,434 $13.99 48
2014 Q3 5,305,146 $69,020,612 +$3,926,969 $13.01 44
2014 Q2 5,002,415 $69,983,816 -$198,594 $13.99 51
2014 Q1 5,009,024 $83,084,206 +$3,282,254 $16.59 49