NRC National Research Corporation
National Research Corporation (NRC) Institutional Ownership
What the institutions did with NRC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.0M | 18.9% |
| BlackRock, Inc. | 1.1M | 9.9% |
| MORGAN STANLEY | 859.3K | 8.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 666.6K | 6.2% |
| DIMENSIONAL FUND ADVISORS LP | 491.2K | 4.6% |
| Willis Investment Counsel | 434.8K | 4.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 420.1K | 3.9% |
| QV Investors Inc. | 372.5K | 3.5% |
| FARMERS & MERCHANTS INVESTMENTS INC | 330.6K | 3.1% |
| RENAISSANCE TECHNOLOGIES LLC | 325.4K | 3.0% |
| HEARTLAND ADVISORS INC | 300.0K | 2.8% |
| STATE STREET CORP | 298.4K | 2.8% |
| Bank of New York Mellon Corp | 252.2K | 2.3% |
| NORTHERN TRUST CORP | 238.2K | 2.2% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 187.9K | 1.7% |
| iA Global Asset Management Inc. | 187.5K | 1.7% |
| WELLS FARGO & COMPANY/MN | 179.6K | 1.7% |
| AQR CAPITAL MANAGEMENT LLC | 122.2K | 1.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 113.3K | 1.1% |
| Northwest & Ethical Investments L.P. | 102.4K | 1.0% |
| VANGUARD FIDUCIARY TRUST CO | 97.2K | 0.9% |
| GOLDMAN SACHS GROUP INC | 96.8K | 0.9% |
| JANE STREET GROUP, LLC | 87.4K | 0.8% |
| FIFTH THIRD BANCORP | 85.4K | 0.8% |
| BANK OF AMERICA CORP /DE/ | 82.9K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 2.6M | 2.0M | -605.9K |
| FARMERS & MERCHANTS INVESTMENTS INC | Increased | 100 | 330.6K | +330.5K |
| Willis Investment Counsel | Increased | 224.6K | 434.8K | +210.1K |
| MORGAN STANLEY | Reduced | 1.0M | 859.3K | -142.6K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Sold Out | 101.4K | 0 | -101.4K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | 286.8K | 187.9K | -98.9K |
| BlackRock, Inc. | Increased | 975.9K | 1.1M | +85.5K |
| CITADEL ADVISORS LLC | New | 0 | 64.1K | +64.1K |
| HEARTLAND ADVISORS INC | Increased | 237.1K | 300.0K | +62.9K |
| WELLS FARGO & COMPANY/MN | Increased | 116.9K | 179.6K | +62.7K |
| Linden Thomas Advisory Services, LLC | Increased | 27.6K | 77.9K | +50.3K |
| AQR CAPITAL MANAGEMENT LLC | Reduced | 171.8K | 122.2K | -49.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 31.3K | 77.7K | +46.4K |
| BANK OF AMERICA CORP /DE/ | Reduced | 112.5K | 82.9K | -29.5K |
| Northwest & Ethical Investments L.P. | Reduced | 129.2K | 102.4K | -26.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 393.8K | 420.1K | +26.2K |
| AMERIPRISE FINANCIAL INC | Reduced | 41.9K | 17.0K | -24.8K |
| MARSHALL WACE, LLP | New | 0 | 23.3K | +23.3K |
| Empirical Finance, LLC | New | 0 | 20.0K | +20.0K |
| SEI INVESTMENTS CO | Reduced | 66.9K | 47.7K | -19.3K |
| HSBC HOLDINGS PLC | Increased | 10.5K | 29.5K | +19.1K |
| Dynamic Technology Lab Private Ltd | Sold Out | 18.6K | 0 | -18.6K |
| NORTHERN TRUST CORP | Reduced | 255.6K | 238.2K | -17.4K |
| JANE STREET GROUP, LLC | Increased | 70.4K | 87.4K | +16.9K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 47.1K | 62.8K | +15.7K |
| UBS Group AG | Reduced | 23.7K | 8.1K | -15.6K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 340.8K | 325.4K | -15.4K |
| GOLDMAN SACHS GROUP INC | Increased | 82.7K | 96.8K | +14.1K |
| R Squared Ltd | New | 0 | 12.3K | +12.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 70.6K | 81.7K | +11.1K |
| Quadrature Capital Ltd | Sold Out | 10.9K | 0 | -10.9K |
| Quantinno Capital Management LP | Increased | 62.3K | 73.2K | +10.8K |
| Squarepoint Ops LLC | Reduced | 47.4K | 37.0K | -10.4K |
| ALPS ADVISORS INC | Increased | 36.8K | 47.1K | +10.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 10.2K | 0 | -10.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | New | 0 | 9.7K | +9.7K |
| MANGROVE PARTNERS IM, LLC | Reduced | 22.6K | 13.2K | -9.5K |
| MERCER GLOBAL ADVISORS INC /ADV | New | 0 | 9.4K | +9.4K |
| Daiwa Securities Group Inc. | Increased | 19.8K | 29.2K | +9.3K |
| QV Investors Inc. | Reduced | 381.3K | 372.5K | -8.8K |
| Aquatic Capital Management LLC | New | 0 | 8.7K | +8.7K |
| Advisory Services Network, LLC | Sold Out | 7.9K | 0 | -7.9K |
| XTX Topco Ltd | Reduced | 19.9K | 14.2K | -5.7K |
| CITIGROUP INC | Increased | 659 | 5.6K | +4.9K |
| FIFTH THIRD BANCORP | Reduced | 90.2K | 85.4K | -4.8K |
| Creative Planning | Increased | 24.4K | 29.0K | +4.5K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 93.2K | 97.2K | +4.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 662.8K | 666.6K | +3.7K |
| Nuveen, LLC | Increased | 27.6K | 30.3K | +2.8K |
| ALLIANCEBERNSTEIN L.P. | Increased | 16.2K | 18.9K | +2.7K |
| STATE STREET CORP | Reduced | 300.7K | 298.4K | -2.4K |
| Russell Investments Group, Ltd. | Increased | 1.7K | 4.1K | +2.4K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 139 | 2.5K | +2.3K |
| Arax Advisory Partners | Increased | 26 | 2.2K | +2.2K |
| QUADRANT CAPITAL GROUP LLC | Sold Out | 2.2K | 0 | -2.2K |
| STIFEL FINANCIAL CORP | Increased | 12.2K | 14.4K | +2.2K |
| IEQ CAPITAL, LLC | Reduced | 15.2K | 13.1K | -2.1K |
| DEUTSCHE BANK AG\ | Increased | 10.0K | 11.7K | +1.7K |
| Bank of New York Mellon Corp | Increased | 250.7K | 252.2K | +1.5K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 2.6K | 4.1K | +1.5K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.