NATIONAL HEALTHCARE CORP (NHC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
232
Reporting holders
$2.2B
Reported value
65.5%
Of shares outstanding
0.1%
Held as options
+14
Holder change
Institutions report 10,263,896 shares against 15,661,395 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $417.6M | 1,975,785 | 0.01% | 8q | +4.2%+$17.0M |
| Morgan Stanley Institutional Investment Advisors LLC | $217.4M | 1,028,534 | 20.31% | 8q | -1.0%-$2.2M |
| DIMENSIONAL FUND ADVISORS LP | $196.5M | 929,692 | 0.04% | 31q | -1.8%-$3.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $171.0M | 809,224 | 0.01% | 2q | +2.5%+$4.2M |
| FIRST TRUST ADVISORS LP | $154.4M | 730,573 | 0.09% | 9q | +37.8%+$42.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $116.7M | 552,136 | 0.00% | 2q | HELD |
| STATE STREET CORP | $111.7M | 526,732 | 0.00% | 31q | +7.2%+$7.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $80.5M | 380,934 | 0.00% | 31q | +17.8%+$12.2M |
| RENAISSANCE TECHNOLOGIES LLC | $63.3M | 299,717 | 0.09% | 31q | -10.7%-$7.6M |
| Invesco Ltd. | $37.0M | 175,290 | 0.00% | 26q | +16.7%+$5.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $36.8M | 174,335 | 0.00% | 31q | -2.4%-$901.0K |
| Sixth Street Partners Management Company, L.P. | $36.8M | 174,335 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $30.7M | 145,179 | 0.00% | 31q | +6.2%+$1.8M |
| Bank of New York Mellon Corp | $25.9M | 122,320 | 0.00% | 31q | +2.0%+$500.3K |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $23.1M | 109,086 | 0.46% | 21q | -6.2%-$1.5M |
| Public Sector Pension Investment Board | $21.4M | 101,454 | 0.03% | 11q | +128.5%+$12.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $20.4M | 96,550 | 0.01% | 11q | +28.3%+$4.5M |
| MORGAN STANLEY | $19.8M | 93,536 | 0.00% | 35q | -13.2%-$3.0M |
| AMERICAN CENTURY COMPANIES INC | $19.6M | 92,933 | 0.01% | 25q | +3.7%+$701.1K |
| ALPS ADVISORS INC | $18.5M | 87,660 | 0.09% | 8q | -44.5%-$14.8M |
| VANGUARD FIDUCIARY TRUST CO | $18.0M | 84,971 | 0.00% | 2q | +6.0%+$1.0M |
| Hood River Capital Management LLC | $17.0M | 80,653 | 0.12% | 9q | +44.3%+$5.2M |
| PRINCIPAL FINANCIAL GROUP INC | $14.4M | 67,906 | 0.01% | 11q | +1.2%+$172.7K |
| Manatuck Hill Partners, LLC | $12.6M | 59,428 | 4.16% | 6q | -1.6%-$205.4K |
| GOLDMAN SACHS GROUP INC | $10.9M | 51,492 | 0.00% | 31q | -47.6%-$9.9M |
| Vest Financial, LLC | $10.6M | 50,088 | 0.11% | 4q | +27.2%+$2.3M |
| PRUDENTIAL FINANCIAL INC | $10.5M | 49,663 | 0.01% | 11q | +75.1%+$4.5M |
| Allspring Global Investments Holdings, LLC | $8.7M | 40,887 | 0.01% | 19q | -17.5%-$1.8M |
| BROWN BROTHERS HARRIMAN & CO | $7.9M | 37,546 | 0.03% | 31q | HELD |
| JPMORGAN CHASE & CO | $7.7M | 36,652 | 0.00% | 31q | -48.3%-$7.2M |
| Nuveen, LLC | $6.8M | 31,954 | 0.00% | 6q | +16.3%+$948.4K |
| Legal & General Group Plc | $6.6M | 31,155 | 0.00% | 31q | +2.6%+$166.1K |
| RHUMBLINE ADVISERS | $6.4M | 30,257 | 0.00% | 31q | -11.8%-$856.9K |
| AQR CAPITAL MANAGEMENT LLC | $5.7M | 27,107 | 0.00% | 31q | -10.3%-$659.9K |
| DEUTSCHE BANK AG\ | $5.7M | 27,019 | 0.00% | 34q | +10.1%+$525.2K |
| RITHOLTZ WEALTH MANAGEMENT | $5.7M | 26,938 | 0.04% | 2q | +630.8%+$4.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.4M | 25,548 | 0.00% | 29q | -2.9%-$162.7K |
| SEGALL BRYANT & HAMILL, LLC | $5.3M | 25,197 | 0.06% | 9q | -7.4%-$426.1K |
| Swiss National Bank | $5.3M | 25,030 | 0.00% | 31q | -4.2%-$232.5K |
| Corient Private Wealth LP | $5.3M | 24,860 | 0.00% | 13q | +443.6%+$4.3M |
| BANK OF AMERICA CORP /DE/ | $4.9M | 23,008 | 0.00% | 31q | -16.4%-$952.2K |
| DENALI ADVISORS LLC | $4.8M | 22,900 | 0.49% | 2q | +74.8%+$2.1M |
| AE Wealth Management LLC | $4.7M | 22,277 | 0.02% | 19q | HELD |
| Eversept Partners, LP | $4.7M | 22,116 | 0.24% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.6M | 21,798 | 0.02% | 10q | +345.4%+$3.6M |
| Russell Investments Group, Ltd. | $4.4M | 20,858 | 0.00% | 31q | +42.4%+$1.3M |
| Militia Capital Management LLC | $4.2M | 20,100 | 0.13% | 2q | -43.2%-$3.2M |
| AMERIPRISE FINANCIAL INC | $4.2M | 19,802 | 0.00% | 15q | -52.8%-$4.7M |
| SEI INVESTMENTS CO | $4.2M | 19,773 | 0.00% | 9q | +18.7%+$658.6K |
| Creative Planning | $4.2M | 19,715 | 0.00% | 12q | +20.4%+$705.3K |
| Pinnacle Financial Partners, Inc. | $4.1M | 19,250 | 0.03% | 3q | HELD |
| MARTINGALE ASSET MANAGEMENT L P | $3.9M | 18,519 | 0.09% | 31q | +2.2%+$84.5K |
| XTX Topco Ltd | $3.6M | 17,213 | 0.05% | 2q | +193.3%+$2.4M |
| UBS Group AG | $3.6M | 17,211 | 0.00% | 31q | -16.5%-$718.4K |
| Quantinno Capital Management LP | $3.6M | 17,037 | 0.00% | 6q | +111.0%+$1.9M |
| NEW YORK STATE COMMON RETIREMENT FUND | $3.4M | 16,167 | 0.00% | 31q | +26.6%+$718.6K |
| Bridge City Capital, LLC | $3.4M | 15,883 | 0.77% | 3q | -1.9%-$65.7K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3.2M | 15,327 | 0.01% | 4q | -8.4%-$297.2K |
| Vident Advisory, LLC | $3.2M | 14,958 | 0.02% | 12q | -2.9%-$95.1K |
| Cerity Partners LLC | $3.0M | 14,416 | 0.00% | 10q | HELD |
| WELLS FARGO & COMPANY/MN | $2.6M | 12,092 | 0.00% | 31q | +24.8%+$507.3K |
| ALLIANCEBERNSTEIN L.P. | $2.5M | 15,956 | 0.00% | 31q | +3.9%+$95.8K |
| OAK ASSOCIATES LTD /OH/ | $2.5M | 11,724 | 0.14% | 6q | HELD |
| VOYA INVESTMENT MANAGEMENT LLC | $2.3M | 10,911 | 0.00% | 31q | +3.1%+$70.2K |
| EXCHANGE TRADED CONCEPTS, LLC | $2.3M | 10,846 | 0.01% | 3q | +100.9%+$1.2M |
| Private Advisor Group, LLC | $2.2M | 10,463 | 0.01% | 11q | -17.4%-$467.1K |
| Horizon Investments, LLC | $2.1M | 10,113 | 0.02% | 5q | -1.4%-$29.4K |
| CITADEL ADVISORS LLC | $2.1M | options only | 0.00% | 6q | OPTIONS |
| Louisiana State Employees Retirement System | $2.0M | 11,000 | 0.02% | 11q | +100.0%+$1.0M |
| Man Group plc | $2.0M | 9,276 | 0.00% | new | NEW |
| Susquehanna Portfolio Strategies, LLC | $1.8M | 8,635 | 0.03% | 4q | +3.5%+$61.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.8M | 8,534 | 0.00% | 2q | -1.1%-$20.5K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.7M | 7,891 | 0.09% | 3q | +15.2%+$220.7K |
| KLP KAPITALFORVALTNING AS | $1.7M | 7,800 | 0.01% | 7q | +30.0%+$381.5K |
| CITIGROUP INC | $1.6M | 7,770 | 0.00% | 31q | +244.3%+$1.2M |
| HSBC HOLDINGS PLC | $1.6M | 7,809 | 0.00% | 14q | -2.0%-$33.6K |
| MetLife Investment Management, LLC | $1.6M | 7,568 | 0.01% | 32q | +7.0%+$104.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.6M | 7,421 | 0.00% | 9q | -9.6%-$167.2K |
| VICTORY CAPITAL MANAGEMENT INC | $1.5M | 7,033 | 0.00% | 3q | +272.1%+$1.1M |
| ROYCE & ASSOCIATES LP | $1.5M | 6,863 | 0.01% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $1.4M | 6,672 | 0.00% | 5q | -3.2%-$46.5K |
| TWO SIGMA INVESTMENTS, LP | $1.4M | 6,629 | 0.00% | 6q | -92.0%-$16.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.4M | 6,626 | 0.00% | 31q | +9.6%+$122.2K |
| FRANKLIN RESOURCES INC | $1.4M | 6,541 | 0.00% | 10q | -2.7%-$38.0K |
| Illinois Municipal Retirement Fund | $1.3M | 6,281 | 0.01% | 10q | -4.3%-$59.2K |
| Jupiter Topco LLC | $1.3M | 6,097 | 0.00% | new | FIRST |
| State of New Jersey Common Pension Fund D | $1.3M | 6,057 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $1.2M | 5,857 | 0.00% | 11q | +0.9%+$10.8K |
| STRS OHIO | $1.2M | 5,500 | 0.00% | 3q | +3.8%+$42.3K |
| CENTRAL VALLEY ADVISORS, LLC | $1.1M | 5,352 | 0.29% | 8q | HELD |
| Ellsworth Advisors, LLC | $1.1M | 4,966 | 0.18% | 2q | +1.1%+$12.1K |
| Robeco Institutional Asset Management B.V. | $1.1M | 5,052 | 0.00% | 30q | -8.9%-$104.2K |
| Vanguard Global Advisers, LLC | $1.0M | 4,935 | 0.00% | 2q | +1.9%+$19.0K |
| QUADRANT CAPITAL GROUP LLC | $991.1K | 4,689 | 0.03% | 25q | HELD |
| Dakota Wealth Management | $969.3K | 4,586 | 0.02% | new | NEW |
| JAMES INVESTMENT RESEARCH, INC. | $941.8K | 4,456 | 0.10% | 31q | HELD |
| State of Tennessee, Department of Treasury | $930.0K | 4,400 | 0.00% | 10q | +15.6%+$125.5K |
| MARSHALL WACE, LLP | $900.2K | 4,259 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $899.3K | 4,255 | 0.00% | 31q | -14.6%-$153.4K |
| Inspire Investing, LLC | $836.7K | 3,959 | 0.03% | 19q | -1.1%-$9.3K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G | First Trust Portfolios L.P.with 2 co-filers | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 232 | $2.2B | 10,263,896 | 38 | 77 | 67 | 0.1% |
| Q1 2026 | 218 | $1.6B | 9,775,952 | 35 | 66 | 63 | 0.1% |
| Q4 2025 | 204 | $1.3B | 9,389,446 | 27 | 61 | 67 | 0.1% |
| Q3 2025 | 185 | $1.1B | 9,010,916 | 33 | 51 | 57 | 0.2% |
| Q2 2025 | 172 | $948.4M | 8,850,168 | 29 | 52 | 55 | 0.1% |
| Q1 2025 | 162 | $828.5M | 8,920,972 | 17 | 55 | 60 | 0.1% |
| Q4 2024 | 169 | $974.3M | 9,048,367 | 13 | 54 | 58 | 0.1% |
| Q3 2024 | 175 | $1.2B | 9,150,530 | 29 | 53 | 55 | 0.1% |
| Q2 2024 | 158 | $897.2M | 8,272,949 | 22 | 50 | 55 | 0.0% |
| Q1 2024 | 152 | $753.2M | 7,976,820 | 30 | 33 | 62 | 0.0% |
| Q4 2023 | 141 | $771.1M | 8,335,253 | 29 | 41 | 47 | 0.0% |
| Q3 2023 | 117 | $435.6M | 6,805,802 | 9 | 31 | 47 | 0.0% |
| Q2 2023 | 118 | $416.4M | 6,727,482 | 6 | 35 | 43 | 0.1% |
| Q1 2023 | 115 | $374.1M | 6,439,563 | 20 | 54 | 19 | 0.0% |
| Q4 2022 | 94 | $314.9M | 5,289,607 | 8 | 40 | 22 | 0.0% |
| Q3 2022 | 125 | $440.2M | 6,942,966 | 12 | 43 | 41 | 0.1% |
| Q2 2022 | 123 | $497.4M | 7,106,482 | 14 | 42 | 42 | 0.1% |
| Q1 2022 | 121 | $495.9M | 7,061,684 | 6 | 39 | 51 | 0.0% |
| Q4 2021 | 129 | $470.6M | 6,916,476 | 10 | 42 | 39 | 0.1% |
| Q3 2021 | 129 | $486.2M | 6,943,660 | 7 | 42 | 43 | 0.1% |
| Q2 2021 | 140 | $490.7M | 7,005,301 | 21 | 49 | 38 | 0.2% |
| Q1 2021 | 129 | $550.4M | 7,059,717 | 11 | 41 | 49 | 0.1% |
| Q4 2020 | 129 | $481.1M | 7,241,273 | 15 | 46 | 40 | 0.0% |
| Q3 2020 | 126 | $441.1M | 7,060,783 | 12 | 35 | 49 | 0.3% |
| Q2 2020 | 137 | $470.3M | 7,205,328 | 10 | 47 | 47 | 2.8% |
| Q1 2020 | 147 | $570.4M | 7,597,669 | 16 | 55 | 47 | 4.4% |
| Q4 2019 | 150 | $656.7M | 7,149,415 | 20 | 54 | 40 | 6.0% |
| Q3 2019 | 139 | $589.1M | 6,742,171 | 20 | 47 | 40 | 6.4% |
| Q2 2019 | 135 | $580.0M | 6,283,420 | 18 | 53 | 26 | 12.2% |
| Q1 2019 | 132 | $511.0M | 6,413,905 | 16 | 45 | 35 | 4.8% |
| Q4 2018 | 131 | $519.2M | 6,393,499 | 2 | 3 | 2 | 3.4% |