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 September 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 |
|---|---|---|
| FARMERS & MERCHANTS INVESTMENTS INC | 501.7K | 15.5% |
| DIMENSIONAL FUND ADVISORS LP | 491.7K | 15.1% |
| Willis Investment Counsel | 431.0K | 13.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 411.6K | 12.7% |
| QV Investors Inc. | 372.5K | 11.5% |
| Bank of New York Mellon Corp | 271.3K | 8.4% |
| iA Global Asset Management Inc. | 187.5K | 5.8% |
| FIFTH THIRD BANCORP | 84.7K | 2.6% |
| ACADIAN ASSET MANAGEMENT LLC | 80.9K | 2.5% |
| Linden Thomas Advisory Services, LLC | 77.4K | 2.4% |
| Williams Jones Wealth Management, LLC. | 41.8K | 1.3% |
| Russell Investments Group, Ltd. | 39.8K | 1.2% |
| US BANCORP \DE\ | 33.4K | 1.0% |
| Creative Planning | 33.0K | 1.0% |
| Nuveen, LLC | 32.5K | 1.0% |
| Squarepoint Ops LLC | 28.5K | 0.9% |
| Daiwa Securities Group Inc. | 25.9K | 0.8% |
| INTEGRITY ALLIANCE, LLC. | 25.4K | 0.8% |
| EXCHANGE TRADED CONCEPTS, LLC | 13.0K | 0.4% |
| BARCLAYS PLC | 11.0K | 0.3% |
| DEUTSCHE BANK AG\ | 10.3K | 0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.0K | 0.3% |
| CITIGROUP INC | 7.1K | 0.2% |
| Copeland Capital Management, LLC | 3.6K | 0.1% |
| SIMPLEX TRADING, LLC | 3.3K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FARMERS & MERCHANTS INVESTMENTS INC | Increased | 330.6K | 501.7K | +171.1K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 1.0K | 80.9K | +79.9K |
| BESSEMER GROUP INC | Sold Out | 47.1K | 0 | -47.1K |
| ALPS ADVISORS INC | Sold Out | 47.1K | 0 | -47.1K |
| Russell Investments Group, Ltd. | Increased | 4.1K | 39.8K | +35.7K |
| INTEGRITY ALLIANCE, LLC. | New | 0 | 25.4K | +25.4K |
| Bank of New York Mellon Corp | Increased | 252.2K | 271.3K | +19.1K |
| R Squared Ltd | Sold Out | 12.3K | 0 | -12.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | 0 | 10.0K | +10.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 420.1K | 411.6K | -8.5K |
| Squarepoint Ops LLC | Reduced | 37.0K | 28.5K | -8.5K |
| Creative Planning | Increased | 29.0K | 33.0K | +4.0K |
| Willis Investment Counsel | Reduced | 434.8K | 431.0K | -3.8K |
| SIMPLEX TRADING, LLC | New | 0 | 3.3K | +3.3K |
| Daiwa Securities Group Inc. | Reduced | 29.2K | 25.9K | -3.3K |
| BARCLAYS PLC | Increased | 8.0K | 11.0K | +3.0K |
| Nuveen, LLC | Increased | 30.3K | 32.5K | +2.2K |
| EXCHANGE TRADED CONCEPTS, LLC | Reduced | 14.7K | 13.0K | -1.7K |
| CITIGROUP INC | Increased | 5.6K | 7.1K | +1.5K |
| DEUTSCHE BANK AG\ | Reduced | 11.7K | 10.3K | -1.4K |
| FIFTH THIRD BANCORP | Reduced | 85.4K | 84.7K | -646 |
| Linden Thomas Advisory Services, LLC | Reduced | 77.9K | 77.4K | -461 |
| DIMENSIONAL FUND ADVISORS LP | Increased | 491.2K | 491.7K | +438 |
| Sterling Capital Management LLC | Increased | 42 | 388 | +346 |
| FMR LLC | Increased | 2.5K | 2.8K | +333 |
| State of Alaska, Department of Revenue | Reduced | 1.3K | 1.1K | -208 |
| US BANCORP \DE\ | Increased | 33.2K | 33.4K | +196 |
| SIGNATUREFD, LLC | Reduced | 957 | 769 | -188 |
| GAMMA Investing LLC | Increased | 1.1K | 1.2K | +128 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 201 | 87 | -114 |
| Provenance Wealth Advisors, LLC | New | 0 | 81 | +81 |
| EverSource Wealth Advisors, LLC | Reduced | 1.1K | 1.0K | -44 |
| Avion Wealth | Sold Out | 44 | 0 | -44 |
| Root Financial Partners, LLC | New | 0 | 43 | +43 |
| Farther Finance Advisors, LLC | Increased | 382 | 400 | +18 |
| Copeland Capital Management, LLC | Increased | 3.6K | 3.6K | +8 |
| Covestor Ltd | Reduced | 19 | 11 | -8 |
| Clearstead Advisors, LLC | Sold Out | 3 | 0 | -3 |
| IFP Advisors, Inc | Reduced | 418 | 417 | -1 |
| Buck Wealth Strategies, LLC | Increased | 92 | 93 | +1 |
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.