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NRC Health

NRC
Exchange
Nasdaq
Industry
Services-Commercial Physical & Biological Research
SEC CIK
0000070487

No open-market purchases or sales by NRC Health insiders were filed in the last 90 days; 123 institutions reported holding it in 13F filings for Q2 2026, worth $231.9M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in NRC Health as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
132
+13 vs. Q3 2023
Shares held
12.0M
−64.7K (−0.5%) vs. Q3 2023
Total value
$476.7M
−$61.4M (−11.4%) vs. Q3 2023
New holders
20
49 more added
Sold out
7
46 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NRC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 132 institutions
Q1 2021: 99 institutionsQ2 2021: 101 institutionsQ3 2021: 109 institutionsQ4 2021: 113 institutionsQ1 2022: 116 institutionsQ2 2022: 110 institutionsQ3 2022: 111 institutionsQ4 2022: 116 institutionsQ1 2023: 125 institutionsQ2 2023: 116 institutionsQ3 2023: 121 institutionsQ4 2023: 132 institutionsQ1 2024: 142 institutionsQ2 2024: 136 institutionsQ3 2024: 138 institutionsQ4 2024: 133 institutionsQ1 2025: 123 institutionsQ2 2025: 126 institutionsQ3 2025: 119 institutionsQ4 2025: 117 institutionsQ1 2026: 121 institutionsQ2 2026: 123 institutions
Value heldQ4 2023: $476.7M
Q1 2021: $511.3MQ2 2021: $514.2MQ3 2021: $473.7MQ4 2021: $473.7MQ1 2022: $456.3MQ2 2022: $441.0MQ3 2022: $464.7MQ4 2022: $437.3MQ1 2023: $498.7MQ2 2023: $507.8MQ3 2023: $538.4MQ4 2023: $476.7MQ1 2024: $505.2MQ2 2024: $280.3MQ3 2024: $273.5MQ4 2024: $209.6MQ1 2025: $147.3MQ2 2025: $196.1MQ3 2025: $142.0MQ4 2025: $201.6MQ1 2026: $184.2MQ2 2026: $231.9M
Institutions holding NRC and their total value by quarter
QuarterHoldersValue
Q2 2026123$231.9M
Q1 2026121$184.2M
Q4 2025117$201.6M
Q3 2025119$142.0M
Q2 2025126$196.1M
Q1 2025123$147.3M
Q4 2024133$209.6M
Q3 2024138$273.5M
Q2 2024136$280.3M
Q1 2024142$505.2M
Q4 2023132$476.7M
Q3 2023121$538.4M
Q2 2023116$507.8M
Q1 2023125$498.7M
Q4 2022116$437.3M
Q3 2022111$464.7M
Q2 2022110$441.0M
Q1 2022116$456.3M
Q4 2021113$473.7M
Q3 2021109$473.7M
Q2 2021101$514.2M
Q1 202199$511.3M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding NRC Health; share changes are against Q3 2023.

Institutions holding NRC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd10$00.00%00.0%Unchanged
WealthCollab, LLC8$3170.00%+8New
Private Wealth Management Group, LLC12$4750.00%+12New
Gradient Investments LLC13$5140.00%00.0%Unchanged
CWM, LLC17$1.00K0.00%+17New
Venturi Wealth Management, LLC29$1.15K0.00%00.0%Unchanged
Farther Finance Advisors, LLC31$1.23K0.00%−18−36.7%Reduced
Robeco Institutional Asset Management B.V.45$1.78K0.00%+45New
Wolff Wiese Magana LLC56$2.22K0.00%00.0%Unchanged
Principal Securities, Inc.77$3.05K0.00%+77New
Benjamin F. Edwards & Company, Inc.118$5.00K0.00%−77−39.5%Reduced
Harel Insurance Investments & Financial Services Ltd.143$6.00K0.00%−266−65.0%Reduced
First Horizon Advisors, Inc.240$9.50K0.00%+1+0.4%Added
Signaturefd, LLC252$9.97K0.00%+67+36.2%Added
Wetzel Investment Advisors, Inc.252$10.0K0.01%+252New
Parallel Advisors, LLC257$10.2K0.00%+174+209.6%Added
Tradition Wealth Management, LLC292$12.0K0.00%+1+0.3%Added
Fifth Third Bancorp319$12.6K0.00%00.0%Unchanged
IFP Advisors, Inc350$13.8K0.00%00.0%Unchanged
Broadwater Capital Management LLC350$13.8K0.01%+350New
FMR LLC575$22.7K0.00%+165+40.2%Added
Nisa Investment Advisors, LLC614$24.3K0.00%−3,700−85.8%Reduced
Aquatic Capital Management LLC900$36.0K0.00%+900New
Metropolitan Life Insurance Co923$36.5K0.00%00.0%Unchanged
Advisory Services Network, LLC989$39.1K0.00%+989New
STRS Ohio1,100$43.0K0.00%−12,700−92.0%Reduced
Gladius Capital Management LP1,326$52.5K0.03%+496+59.8%Added
Ameritas Investment Partners, Inc.1,412$55.9K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,479$58.5K0.00%−317−17.7%Reduced
State of Wyoming1,774$70.2K0.01%+959+117.7%Added
Amalgamated Bank2,035$81.0K0.00%−143−6.6%Reduced
Huntington National Bank2,638$104.4K0.00%−18−0.7%Reduced
Great West Life Assurance Co3,082$121.0K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.3,111$123.1K0.01%+60+2.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)3,179$125.8K0.00%+2,061+184.3%Added
SG Americas Securities, LLC3,727$147.0K0.00%+3,727New
Tower Research Capital LLC (TRC)4,291$169.8K0.00%+640+17.5%Added
Citigroup Inc4,412$174.5K0.00%+3,296+295.3%Added
ExodusPoint Capital Management, LP5,183$205.0K0.00%+5,183New
Precision Wealth Strategies, LLC5,210$206.1K0.20%−34−0.6%Reduced
Portside Wealth Group, LLC5,238$207.2K0.04%+555+11.9%Added
Sherbrooke Park Advisers LLC5,480$216.8K0.10%+5,480New
New York State Common Retirement Fund5,821$230.3K0.00%−29−0.5%Reduced
Manufacturers Life Insurance Company, The5,859$231.8K0.00%00.0%Unchanged
Voya Investment Management LLC6,188$244.8K0.00%+90+1.5%Added
Janus Henderson Group PLC6,424$254.3K0.00%−12−0.2%Reduced
Glenmede Trust Co NA6,633$262.4K0.00%+746+12.7%Added
Engineers Gate Manager LP6,984$276.3K0.01%+6,984New
Samjo Management, LLC7,000$276.9K0.10%+7,000New
American International Group, Inc.7,160$283.3K0.00%−28−0.4%Reduced
MetLife Investment Management7,239$286.4K0.00%00.0%Unchanged
M&T Bank Corp7,449$294.4K0.00%−57−0.8%Reduced
Balyasny Asset Management LLC7,484$296.1K0.00%+7,484New
Winton Group Ltd7,585$300.1K0.02%−439−5.5%Reduced
Kestra Private Wealth Services, LLC7,912$313.0K0.01%−1,308−14.2%Reduced
Price T Rowe Associates Inc8,049$319.0K0.00%+235+3.0%Added
Seizert Capital Partners, LLC8,150$322.4K0.02%−2,275−21.8%Reduced
Summit Global Investments8,210$325.0K0.02%−242−2.9%Reduced
Deutsche Bank AG9,238$365.5K0.00%−164−1.7%Reduced
Farmers & Merchants Investments Inc9,600$379.8K0.01%−800−7.7%Reduced
BNP Paribas Arbitrage, SA11,479$454.1K0.00%+2,095+22.3%Added
Teacher Retirement System of Texas11,637$460.0K0.00%+4,102+54.4%Added
Jane Street Group, LLC12,091$478.3K0.00%+7,362+155.7%Added
AQR Capital Management LLC12,238$484.1K0.00%−17,493−58.8%Reduced
Occudo Quantitative Strategies LP13,487$533.5K0.07%+13,487New
Russell Investments Group, Ltd.13,501$534.1K0.00%+70+0.5%Added
Legal & General Group Plc13,522$534.9K0.00%+306+2.3%Added
Alliancebernstein L.P.14,119$558.5K0.00%−420−2.9%Reduced
Neuberger Berman Group LLC15,083$596.7K0.00%−698−4.4%Reduced
California State Teachers Retirement System15,493$612.9K0.00%−748−4.6%Reduced
Goldman Sachs Group Inc16,058$635.3K0.00%−3,291−17.0%Reduced
Stifel Financial Corp16,512$653.2K0.00%−2,265−12.1%Reduced
Cardinal Capital Management16,525$655.7K0.12%+483+3.0%Added
UBS Group AG17,761$702.6K0.00%+9,577+117.0%Added
Martingale Asset Management L P17,762$702.7K0.01%−70−0.4%Reduced
Azzad Asset Management Inc18,461$730.3K0.09%+220+1.2%Added
JPMorgan Chase & Co19,260$762.0K0.00%+1,299+7.2%Added
State Board of Administration of Florida Retirement System20,028$792.3K0.00%+667+3.4%Added
Rhumbline Advisers20,104$795.3K0.00%+457+2.3%Added
Envestnet Asset Management Inc20,316$803.7K0.00%−995−4.7%Reduced
D. E. Shaw & Co., Inc.20,452$809.1K0.00%+20,452New
American Century Companies Inc21,346$844.4K0.00%+5,470+34.5%Added
Invesco Ltd.21,532$851.8K0.00%+1,307+6.5%Added
Vestcor Inc23,116$914.0K0.03%+7,138+44.7%Added
Man Group plc23,692$937.3K0.00%––
Qube Research & Technologies Ltd24,282$960.6K0.00%+23,279+2,320.9%Added
US Bancorp25,492$1.01M0.00%−208−0.8%Reduced
Algert Global LLC26,741$1.06M0.04%−970−3.5%Reduced
Linden Thomas Advisory Services, LLC27,164$1.07M0.20%−479−1.7%Reduced
Laurus Investment Counsel Inc.20,690$1.08M0.39%−1,660−7.4%Reduced
Two Sigma Advisers, LP27,700$1.10M0.00%+27,700New
Willis Investment Counsel27,905$1.10M0.08%−1,094−3.8%Reduced
UBS Asset Management Americas Inc29,018$1.15M0.00%+915+3.3%Added
Swiss National Bank29,100$1.15M0.00%−3,400−10.5%Reduced
Skandinaviska Enskilda Banken AB (publ)30,400$1.20M0.01%+9,400+44.8%Added
Credit Suisse AG31,692$1.25M0.00%+3,566+12.7%Added
TownSquare Capital, LLC32,718$1.29M0.02%+316+1.0%Added
Barclays PLC33,748$1.34M0.00%+23,264+221.9%Added
Daiwa Securities Group Inc.34,318$1.36M0.01%−5,300−13.4%Reduced
Susquehanna International Group, LLP36,153$1.43M0.00%+3,418+10.4%Added