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National Research Corp (NRC)

CUSIP: 637372202 | NYSE | Healthcare · Health Information Services | Small Cap | 419 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ABeans Patrick E.
with Common Property Trust, Amandla, LLC, Common Property Trust LLC, +1 more
10,018,01647.2%−287,618Nov 4, 2026No 13F filer matched
13G/AKayne Anderson Rudnick Investment Management, LLC
with Virtus Investment Advisers, LLC, Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund
2,030,4929.0%New 5%+ stakeJun 30, 2026No 13F filer matched
13D/ABeans Patrick E.10,018,016
47.2% of class · Nov 4, 2026−287,618
with Common Property Trust, Amandla, LLC, Common Property Trust LLC, +1 more
No 13F filer matched
13G/AKayne Anderson Rudnick Investment Management, LLC2,030,492
9.0% of class · Jun 30, 2026New 5%+ stake
with Virtus Investment Advisers, LLC, Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund
No 13F filer matched

Institutional Holders — Q3 2026

Farmers & Merchants Investments Inc501,731
0.3% of portfolio›$10.6M
Dimensional Fund Advisors LP491,666
0.0% of portfolio›$10.4M
Willis Investment Counsel430,986
0.5% of portfolio›$9.1M
Geode Capital Management, LLC411,568
0.0% of portfolio›$8.7M
QV Investors Inc.372,503
0.0% of portfolio›$7.9K
Bank of New York Mellon Corp271,300
0.0% of portfolio›$5.7M
iA Global Asset Management Inc.187,520
0.0% of portfolio›$4.0K
Fifth Third Bancorp84,726
0.0% of portfolio›$1.8M
Linden Thomas Advisory Services, LLC77,393
0.1% of portfolio›$1.6M
Williams Jones Wealth Management, Llc.41,800
0.0% of portfolio›$885.7K
Russell Investments Group, Ltd.39,756
0.0% of portfolio›$842.4K
US Bancorp \de\33,352
0.0% of portfolio›$706.7K
Creative Planning32,962
0.0% of portfolio›$698.5K
Daiwa Securities Group Inc.25,921
0.0% of portfolio›$549.3K
Integrity Alliance, Llc.25,393
0.0% of portfolio›$538.1K
Exchange Traded Concepts, LLC13,046
0.0% of portfolio›$276.4K
Barclays PLC10,997
0.0% of portfolio›$233.0K
Deutsche Bank Ag\10,285
0.0% of portfolio›$217.9K
Wealth Enhancement Advisory Services, LLC9,986
0.0% of portfolio›$203.9K
Citigroup Inc7,065
0.0% of portfolio›$149.7K
Copeland Capital Management, LLC3,624
0.0% of portfolio›$76.8K
Simplex Trading, LLC3,282
0.0% of portfolio›$69.5K
Nisa Investment Advisors, LLC2,484
0.0% of portfolio›$53.0K
Gamma Investing LLC1,197
0.0% of portfolio›$25.4K
PNC Financial Services Group, Inc.1,166
0.0% of portfolio›$24.7K
State of Alaska, Department of Revenue1,064
0.0% of portfolio›$22
EverSource Wealth Advisors, LLC1,033
0.0% of portfolio›$21.9K
Signaturefd, LLC769
0.0% of portfolio›$16.3K
Pinnacle Wealth Planning Services, Inc.564
0.0% of portfolio›$12.0K
IFP Advisors, Inc417
0.0% of portfolio›$8.8K
Farther Finance Advisors, LLC400
0.0% of portfolio›$8.5K
Parallel Advisors, LLC395
0.0% of portfolio›$8.4K
Sterling Capital Management LLC388
0.0% of portfolio›$8.2K
Versant Capital Management, Inc367
0.0% of portfolio›$7.8K
Allworth Financial LP355
0.0% of portfolio›$7.7K
Essential Partners LLC168
0.0% of portfolio›$3.6K
Wolff Wiese Magana LLC143
0.0% of portfolio›$3.0K
SJS Investment Consulting Inc.98
0.0% of portfolio›$2.1K
Buck Wealth Strategies, LLC93
0.0% of portfolio›$2.0K
MassMutual Private Wealth & Trust, FSB87
0.0% of portfolio›$1.8K
Provenance Wealth Advisors, LLC81
0.0% of portfolio›$1.7K
Bell Investment Advisors, Inc47
0.0% of portfolio›$996
Root Financial Partners, LLC43
0.0% of portfolio›$911
Fortitude Family Office, LLC35
0.0% of portfolio›$742
True Wealth Design, LLC35
0.0% of portfolio›$742
Covestor Ltd11
0.0% of portfolio›$0
Caitong International Asset Management Co., Ltd5
0.0% of portfolio›$106
StyleTurnoverLocationFiled
Farmers & Merchants Investments Inc
501,731$10.6M0.3%CoreVery LowLincoln, NE2026-10-22
Dimensional Fund Advisors LP
491,666$10.4M0.0%IndexLowAustin, TX2026-11-04
Willis Investment Counsel
430,986$9.1M0.5%CoreLowGainesville, GA2026-10-20
Geode Capital Management, LLC
411,568$8.7M0.0%IndexVery LowBoston, MA2026-11-06
QV Investors Inc.
372,503$7.9K0.0%ValueMediumCalgary, Abu Dhabi2026-10-20
Bank of New York Mellon Corp
271,300$5.7M0.0%CoreLowNew York, NY2026-11-05
iA Global Asset Management Inc.
187,520$4.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Fifth Third Bancorp
84,726$1.8M0.0%IndexVery LowCincinnati, OH2026-11-05
Linden Thomas Advisory Services, LLC
77,393$1.6M0.1%CoreLowCharlotte, NC2026-10-19
Williams Jones Wealth Management, Llc.
41,800$885.7K0.0%GrowthLowNew York, NY2026-11-05
Russell Investments Group, Ltd.
39,756$842.4K0.0%CoreLowSeattle, WA2026-11-06
US Bancorp \de\
33,352$706.7K0.0%IndexLowMinneapolis, MN2026-11-05
Creative Planning
32,962$698.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Daiwa Securities Group Inc.
25,921$549.3K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Integrity Alliance, Llc.
25,393$538.1K0.0%ETFMediumUrbandale, IA2026-10-29
Exchange Traded Concepts, LLC
13,046$276.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
Barclays PLC
10,997$233.0K0.0%CoreMediumLondon, United Kingdom2026-11-06
Deutsche Bank Ag\
10,285$217.9K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Wealth Enhancement Advisory Services, LLC
9,986$203.9K0.0%CoreLowPlymouth, MN2026-10-13
Citigroup Inc
7,065$149.7K0.0%CoreMediumNew York, NY2026-11-04
Copeland Capital Management, LLC
3,624$76.8K0.0%ValueMediumConshohocken, PA2026-10-13
Simplex Trading, LLC
3,282$69.5K0.0%CoreVery HighChicago, IL2026-11-04
Nisa Investment Advisors, LLC
2,484$53.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
1,197$25.4K0.0%IndexVery LowFoster City, CA2026-10-08
PNC Financial Services Group, Inc.
1,166$24.7K0.0%GrowthVery LowPittsburgh, PA2026-11-06
State of Alaska, Department of Revenue
1,064$220.0%CoreVery LowJuneau, AK2026-10-15
EverSource Wealth Advisors, LLC
1,033$21.9K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
769$16.3K0.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Wealth Planning Services, Inc.
564$12.0K0.0%GARPLowMansfield, OH2026-10-27
IFP Advisors, Inc
417$8.8K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
400$8.5K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
395$8.4K0.0%IndexLowSan Francisco, CA2026-11-03
Sterling Capital Management LLC
388$8.2K0.0%GARPMediumCharlotte, NC2026-10-22
Versant Capital Management, Inc
367$7.8K0.0%GARPLowPhoenix, AZ2026-10-02
Allworth Financial LP
355$7.7K0.0%IndexLowFolsom, CA2026-11-06
Essential Partners LLC
168$3.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Wolff Wiese Magana LLC
143$3.0K0.0%GrowthLowCarslbad, CA2026-10-15
SJS Investment Consulting Inc.
98$2.1K0.0%ETFVery LowSylvania, OH2026-10-26
Buck Wealth Strategies, LLC
93$2.0K0.0%ValueMediumDenver, CO2026-10-28
MassMutual Private Wealth & Trust, FSB
87$1.8K0.0%CoreLowSpringfield, MA2026-10-05
Provenance Wealth Advisors, LLC
81$1.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Bell Investment Advisors, Inc
47$9960.0%ETFVery LowOrinda, CA2026-10-29
Root Financial Partners, LLC
43$9110.0%ETFMediumEncinitas, CA2026-10-21
Fortitude Family Office, LLC
35$7420.0%ETFMediumScottsdale, AZ2026-10-14
True Wealth Design, LLC
35$7420.0%ETFMediumAkron, OH2026-10-13
Covestor Ltd
11$00.0%ValueHighLondon, United Kingdom2026-10-30
Caitong International Asset Management Co., Ltd
5$1060.0%GrowthVery HighHong Kong, South Korea2026-10-29