Skip to main content

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
Huntington National Bank2,638$104.4K0.00%−18−0.7%Reduced
Amalgamated Bank2,035$81.0K0.00%−143−6.6%Reduced
State of Wyoming1,774$70.2K0.01%+959+117.7%Added
Advisor Group Holdings, Inc.1,479$58.5K0.00%−317−17.7%Reduced
Ameritas Investment Partners, Inc.1,412$55.9K0.00%00.0%Unchanged
Gladius Capital Management LP1,326$52.5K0.03%+496+59.8%Added
STRS Ohio1,100$43.0K0.00%−12,700−92.0%Reduced
Advisory Services Network, LLC989$39.1K0.00%+989New
Metropolitan Life Insurance Co923$36.5K0.00%00.0%Unchanged
Aquatic Capital Management LLC900$36.0K0.00%+900New
Nisa Investment Advisors, LLC614$24.3K0.00%−3,700−85.8%Reduced
FMR LLC575$22.7K0.00%+165+40.2%Added
IFP Advisors, Inc350$13.8K0.00%00.0%Unchanged
Broadwater Capital Management LLC350$13.8K0.01%+350New
Fifth Third Bancorp319$12.6K0.00%00.0%Unchanged
Tradition Wealth Management, LLC292$12.0K0.00%+1+0.3%Added
Parallel Advisors, LLC257$10.2K0.00%+174+209.6%Added
Wetzel Investment Advisors, Inc.252$10.0K0.01%+252New
Signaturefd, LLC252$9.97K0.00%+67+36.2%Added
First Horizon Advisors, Inc.240$9.50K0.00%+1+0.4%Added
Harel Insurance Investments & Financial Services Ltd.143$6.00K0.00%−266−65.0%Reduced
Benjamin F. Edwards & Company, Inc.118$5.00K0.00%−77−39.5%Reduced
Principal Securities, Inc.77$3.05K0.00%+77New
Wolff Wiese Magana LLC56$2.22K0.00%00.0%Unchanged
Robeco Institutional Asset Management B.V.45$1.78K0.00%+45New
Farther Finance Advisors, LLC31$1.23K0.00%−18−36.7%Reduced
Venturi Wealth Management, LLC29$1.15K0.00%00.0%Unchanged
CWM, LLC17$1.00K0.00%+17New
Gradient Investments LLC13$5140.00%00.0%Unchanged
Private Wealth Management Group, LLC12$4750.00%+12New
WealthCollab, LLC8$3170.00%+8New
Covestor Ltd10$00.00%00.0%Unchanged
First Trust Advisors LP0$00.00%−39,571−100.0%Sold out
Franklin Resources Inc0$00.00%−7,467−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−4,561−100.0%Sold out
Norden Group LLC0$00.00%−4,561−100.0%Sold out
Panagora Asset Management Inc0$00.00%−4,548−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−1,946−100.0%Sold out
Creative Planning0$00.00%−202−100.0%Sold out
Samjo Capital LLC––––Not filed
KB Financial Partners, LLC––––Not filed