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National Research Corp
NRC

Overview Fund Activity

125 hedge funds and large institutions have $196M invested in National Research Corp in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
43
Reduced
43
Closed
19
Calls
$31K
Puts
$1K
Net Calls
+$30K
Net Calls Change
+$21K

Top Buyers

1
WIC
1
Willis Investment Counsel
Georgia
$3.04M
2
Creative Planning
2
Creative Planning
Kansas
$2.48M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$4.55M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$3.38M
5
BlackRock
5
BlackRock
New York
$20M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.8M
2
Northern Trust
2
Northern Trust
Illinois
$4.21M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$6.79M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$50.2M
5
TC
5
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$50.2M -$635K -37,784 -1%
BlackRock
2
BlackRock
New York
$20M +$1.19M +71,101 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.4M -$226K -13,431 -1%
Morgan Stanley
4
Morgan Stanley
New York
$14.6M +$322K +19,161 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.92M -$388K -23,088 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.79M -$710K -42,275 -9%
QI
7
QV Investors
Alberta, Canada
$6.41M +$453K +26,950 +8%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.25M +$25.2K +1,500 +0.4%
State Street
9
State Street
Massachusetts
$5.77M +$138K +8,143 +2%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$4.55M +$1.86M +111,000 +69%
Northern Trust
11
Northern Trust
Illinois
$4.21M -$1.03M -61,261 -20%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.44M -$77.7K -4,623 -2%
AQR Capital Management
13
AQR Capital Management
Connecticut
$3.38M +$1.57M +93,262 +86%
IGAM
14
iA Global Asset Management
Quebec, Canada
$3.15M – – –
WIC
15
Willis Investment Counsel
Georgia
$3.04M +$1.94M +115,221 +175%
Wells Fargo
16
Wells Fargo
California
$2.86M -$64.9K -3,864 -2%
Creative Planning
17
Creative Planning
Kansas
$2.48M +$1.89M +112,251 +319%
NEI
18
Northwest & Ethical Investments
Ontario, Canada
$2.17M – – –
Bank of America
19
Bank of America
North Carolina
$2.06M +$112K +6,690 +6%
Charles Schwab
20
Charles Schwab
California
$1.87M -$142K -8,477 -7%
Citadel Advisors
21
Citadel Advisors
Florida
$1.8M -$1.26M -75,176 -41%
Goldman Sachs
22
Goldman Sachs
New York
$1.62M -$279K -16,578 -15%
Comerica Bank
23
Comerica Bank
Texas
$1.55M -$25.2K -1,500 -2%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.31M – – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.29M -$226K -13,435 -15%
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