NATIONAL HEALTH INVS INC (NHI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
285
Reporting holders
$3.0B
Reported value
77.8%
Of shares outstanding
1.4%
Held as options
-10
Holder change
Institutions report 38,225,017 shares against 49,110,434 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. | $666.0M | 8,733,237 | 0.01% | 8q | +81.7%+$299.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $353.1M | 4,630,646 | 0.02% | 2q | +11.8%+$37.2M |
| STATE STREET CORP | $211.1M | 2,735,937 | 0.01% | 31q | +38.6%+$58.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $160.1M | 2,099,145 | 0.00% | 2q | +0.7%+$1.1M |
| PRINCIPAL FINANCIAL GROUP INC | $150.8M | 1,977,094 | 0.07% | 14q | +16.2%+$21.1M |
| Bank of New York Mellon Corp | $122.5M | 1,606,463 | 0.02% | 31q | +212.1%+$83.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $107.0M | 1,402,775 | 0.01% | 31q | +7.0%+$7.0M |
| BANK OF AMERICA CORP /DE/ | $77.7M | 1,019,379 | 0.01% | 31q | +2.7%+$2.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $67.1M | 880,321 | 0.01% | 31q | +6.6%+$4.1M |
| Sixth Street Partners Management Company, L.P. | $67.1M | 880,321 | 0.01% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $66.4M | 870,365 | 0.10% | 3q | -3.0%-$2.1M |
| DIMENSIONAL FUND ADVISORS LP | $51.5M | 675,739 | 0.01% | 31q | -1.5%-$801.5K |
| NORGES BANK | $51.3M | 672,355 | 0.01% | 32q | -7.1%-$3.9M |
| JPMORGAN CHASE & CO | $51.0M | 415,413 | 0.00% | 31q | -57.9%-$70.2M |
| NORTHERN TRUST CORP | $46.4M | 608,688 | 0.01% | 31q | +8.1%+$3.5M |
| MORGAN STANLEY | $33.9M | 444,043 | 0.00% | 35q | +16.9%+$4.9M |
| UBS Group AG | $30.2M | 396,229 | 0.00% | 31q | +210.4%+$20.5M |
| TWO SIGMA INVESTMENTS, LP | $25.6M | 335,445 | 0.02% | 11q | -20.1%-$6.5M |
| Public Sector Pension Investment Board | $25.3M | 331,418 | 0.03% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $24.5M | 321,018 | 0.01% | 2q | +3.0%+$707.3K |
| Legal & General Group Plc | $21.7M | 285,144 | 0.00% | 31q | +23.0%+$4.1M |
| BOWEN HANES & CO INC | $21.0M | 260,000 | 0.51% | 6q | HELD |
| Sound Income Strategies, LLC | $20.6M | 270,252 | 0.92% | 23q | +4.9%+$956.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.6M | 21,373 | 0.00% | 31q | -91.6%-$224.2M |
| PRUDENTIAL FINANCIAL INC | $19.6M | 257,108 | 0.02% | 32q | -77.4%-$67.1M |
| ALGERT GLOBAL LLC | $19.0M | 248,865 | 0.23% | 4q | -14.5%-$3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $18.5M | 242,935 | 0.00% | 31q | +2.8%+$505.4K |
| GOLDMAN SACHS GROUP INC | $17.9M | 235,078 | 0.00% | 31q | +8.5%+$1.4M |
| SEGALL BRYANT & HAMILL, LLC | $16.0M | 209,294 | 0.19% | new | NEW |
| CITADEL ADVISORS LLC | $15.3M | 178,720 | 0.00% | 31q | +34.3%+$3.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $14.7M | 192,925 | 0.02% | 9q | +3.7%+$525.3K |
| AMERIPRISE FINANCIAL INC | $10.3M | 135,618 | 0.00% | 31q | +103.7%+$5.3M |
| Balyasny Asset Management L.P. | $9.9M | 130,123 | 0.01% | new | NEW |
| WOODMONT INVESTMENT COUNSEL LLC | $9.6M | 125,845 | 0.52% | 6q | +20.9%+$1.7M |
| DEUTSCHE BANK AG\ | $9.3M | 121,326 | 0.00% | 34q | -28.9%-$3.8M |
| RHUMBLINE ADVISERS | $9.2M | 120,821 | 0.01% | 31q | +79.3%+$4.1M |
| Invesco Ltd. | $9.0M | 118,638 | 0.00% | 31q | +25.2%+$1.8M |
| Nuveen, LLC | $9.0M | 117,495 | 0.00% | 6q | +3.2%+$282.0K |
| Beacon Pointe Advisors, LLC | $8.5M | 112,016 | 0.04% | 2q | +33.5%+$2.1M |
| FIRST TRUST ADVISORS LP | $8.0M | 105,065 | 0.00% | 31q | +19.0%+$1.3M |
| TUDOR INVESTMENT CORP ET AL | $7.7M | 100,628 | 0.01% | 8q | +283.6%+$5.7M |
| Asset Management One Co., Ltd. | $7.6M | 100,187 | 0.02% | 31q | +8.5%+$596.4K |
| HSBC HOLDINGS PLC | $7.1M | 93,376 | 0.00% | 31q | +10.5%+$675.3K |
| Swiss National Bank | $7.0M | 92,420 | 0.00% | 31q | -2.0%-$144.9K |
| MARSHALL WACE, LLP | $6.4M | 84,191 | 0.01% | 8q | -37.2%-$3.8M |
| WELLS FARGO & COMPANY/MN | $6.1M | 79,418 | 0.00% | 31q | -36.8%-$3.5M |
| MILLENNIUM MANAGEMENT LLC | $6.0M | 79,027 | 0.00% | 8q | -89.6%-$52.1M |
| NOMURA ASSET MANAGEMENT CO LTD | $6.0M | 78,050 | 0.01% | 31q | +6.5%+$365.3K |
| Morgan Stanley Institutional Investment Advisors LLC | $5.9M | 77,934 | 0.56% | 3q | +1.4%+$79.4K |
| Eversept Partners, LP | $5.4M | 70,673 | 0.28% | new | NEW |
| Sophron Capital Management L.P. | $5.4M | 70,659 | 1.67% | 5q | +99.5%+$2.7M |
| ALLIANCEBERNSTEIN L.P. | $5.3M | 65,796 | 0.00% | 31q | +17.1%+$776.7K |
| Susquehanna Portfolio Strategies, LLC | $4.9M | 64,784 | 0.08% | 5q | +259.9%+$3.6M |
| CITIGROUP INC | $4.5M | 59,602 | 0.00% | 31q | -3.8%-$179.4K |
| CAPTRUST FINANCIAL ADVISORS | $4.4M | 57,825 | 0.01% | 14q | HELD |
| Pinnacle Financial Partners, Inc. | $4.4M | 57,627 | 0.03% | 3q | HELD |
| Jefferson Bridge Capital, LLC | $4.4M | 57,399 | 3.79% | 3q | +25.3%+$884.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.3M | 56,776 | 0.00% | new | NEW |
| Clayton Partners LLC | $4.3M | 55,868 | 2.80% | 19q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $4.2M | 55,643 | 0.01% | 31q | +3.0%+$122.5K |
| RENAISSANCE TECHNOLOGIES LLC | $4.0M | 52,100 | 0.01% | 2q | +24.9%+$793.2K |
| Sumitomo Mitsui Trust Group, Inc. | $3.8M | 50,446 | 0.00% | 31q | -1.8%-$70.7K |
| MACQUARIE GROUP LTD | $3.8M | 50,297 | 0.02% | 32q | +1.5%+$56.4K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $3.8M | 50,000 | 0.01% | 3q | -68.8%-$8.4M |
| LEE DANNER & BASS INC | $3.6M | 47,220 | 0.21% | 30q | -7.8%-$305.0K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $3.6M | 46,893 | 0.02% | 11q | +121.7%+$2.0M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $3.6M | 46,662 | 0.03% | 8q | -89.9%-$31.8M |
| Edgestream Partners, L.P. | $3.5M | 45,814 | 0.10% | 3q | +63.0%+$1.4M |
| AQR CAPITAL MANAGEMENT LLC | $3.4M | 44,032 | 0.00% | 31q | -7.9%-$286.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.3M | 43,403 | 0.00% | 2q | +5.6%+$174.5K |
| Vanguard Investments Australia, Ltd. | $3.3M | 43,390 | 0.01% | 2q | +2.2%+$71.2K |
| FRANKLIN RESOURCES INC | $3.3M | 43,386 | 0.00% | 20q | +12.7%+$372.5K |
| Qube Research & Technologies Ltd | $3.3M | 43,109 | 0.00% | 12q | -90.0%-$29.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $3.2M | 41,592 | 0.00% | 31q | +6.7%+$199.7K |
| Engineers Gate Manager LP | $3.1M | 41,155 | 0.04% | 7q | -35.7%-$1.7M |
| Nepsis Inc. | $3.1M | 40,769 | 1.05% | 20q | -1.7%-$55.0K |
| LAZARD ASSET MANAGEMENT LLC | $2.9M | 38,187 | 0.00% | 2q | +112.0%+$1.5M |
| OSAIC HOLDINGS, INC. | $2.9M | 37,617 | 0.00% | 26q | +6.7%+$180.8K |
| TRUIST FINANCIAL CORP | $2.8M | 36,858 | 0.00% | 16q | +1.4%+$38.1K |
| LPL Financial LLC | $2.5M | 33,251 | 0.00% | 31q | +9.0%+$209.0K |
| Freestone Grove Partners LP | $2.3M | 30,673 | 0.02% | 3q | -88.1%-$17.3M |
| Militia Capital Management LLC | $2.3M | 30,400 | 0.07% | 2q | -50.0%-$2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2.3M | 30,388 | 0.00% | 31q | -0.8%-$18.7K |
| Russell Investments Group, Ltd. | $2.3M | 29,941 | 0.00% | 31q | +130.0%+$1.3M |
| MetLife Investment Management, LLC | $2.3M | 29,644 | 0.01% | 32q | +9.9%+$204.4K |
| NewEdge Wealth, LLC | $2.2M | 29,178 | 0.02% | 7q | +32.3%+$543.3K |
| Amundi | $2.1M | 26,954 | 0.00% | 21q | +8.4%+$159.2K |
| Aberdeen Group plc | $2.0M | 26,309 | 0.00% | 22q | -30.7%-$888.4K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 25,933 | 0.00% | 7q | -21.2%-$533.4K |
| AMERICAN CENTURY COMPANIES INC | $1.9M | 24,872 | 0.00% | 31q | +13.0%+$218.1K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.9M | 24,520 | 0.00% | 31q | +11.9%+$199.6K |
| Wealthspire Retirement, LLC | $1.9M | 24,350 | 0.10% | 27q | -3.8%-$73.8K |
| MARTINGALE ASSET MANAGEMENT L P | $1.8M | 23,826 | 0.04% | 8q | +147.7%+$1.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | $1.8M | 23,424 | 0.04% | 8q | -48.2%-$1.7M |
| Resona Asset Management Co.,Ltd. | $1.6M | 21,271 | 0.01% | 10q | +1.0%+$15.8K |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.6M | 21,574 | 0.00% | 12q | -60.3%-$2.5M |
| Quantinno Capital Management LP | $1.6M | 21,351 | 0.00% | 26q | +85.7%+$751.4K |
| VICTORY CAPITAL MANAGEMENT INC | $1.6M | 21,193 | 0.00% | 28q | +12.9%+$185.1K |
| Louisiana State Employees Retirement System | $1.6M | 21,000 | 0.01% | new | NEW |
| State of New Jersey Common Pension Fund D | $1.5M | 20,148 | 0.01% | 17q | -20.5%-$396.6K |
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 |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.6% |
| 2026-07-08 | 13G/A | BlackRock, Inc. | 17.6% |
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 | 285 | $3.0B | 38,225,017 | 39 | 101 | 89 | 1.4% |
| Q1 2026 | 295 | $2.7B | 33,394,992 | 46 | 103 | 84 | 0.8% |
| Q4 2025 | 269 | $2.5B | 32,963,717 | 31 | 105 | 67 | 0.1% |
| Q3 2025 | 255 | $2.7B | 34,089,246 | 31 | 100 | 76 | 0.0% |
| Q2 2025 | 246 | $2.3B | 33,336,776 | 23 | 117 | 57 | 0.1% |
| Q1 2025 | 254 | $2.3B | 30,801,413 | 37 | 89 | 82 | 0.1% |
| Q4 2024 | 248 | $2.1B | 30,325,497 | 28 | 101 | 67 | 0.1% |
| Q3 2024 | 245 | $2.5B | 29,198,900 | 54 | 74 | 71 | 0.1% |
| Q2 2024 | 204 | $1.8B | 26,618,042 | 29 | 69 | 61 | 0.1% |
| Q1 2024 | 192 | $1.7B | 26,592,222 | 32 | 61 | 59 | 0.2% |
| Q4 2023 | 179 | $1.5B | 26,497,054 | 16 | 58 | 58 | 0.1% |
| Q3 2023 | 178 | $1.3B | 25,783,515 | 9 | 55 | 56 | 0.1% |
| Q2 2023 | 178 | $1.4B | 25,795,239 | 14 | 62 | 59 | 0.2% |
| Q1 2023 | 185 | $1.3B | 25,336,718 | 24 | 55 | 57 | 0.2% |
| Q4 2022 | 178 | $1.2B | 23,132,250 | 24 | 55 | 56 | 0.3% |
| Q3 2022 | 239 | $1.6B | 27,652,298 | 33 | 54 | 92 | 0.3% |
| Q2 2022 | 235 | $1.8B | 29,569,117 | 25 | 65 | 85 | 0.4% |
| Q1 2022 | 235 | $1.8B | 30,316,074 | 37 | 64 | 79 | 0.3% |
| Q4 2021 | 226 | $1.7B | 29,528,255 | 26 | 67 | 82 | 0.6% |
| Q3 2021 | 237 | $1.6B | 29,006,238 | 33 | 78 | 72 | 0.5% |
| Q2 2021 | 239 | $2.0B | 29,912,993 | 32 | 77 | 82 | 0.6% |
| Q1 2021 | 250 | $2.2B | 29,960,640 | 33 | 79 | 89 | 0.7% |
| Q4 2020 | 244 | $2.1B | 29,854,426 | 32 | 81 | 76 | 0.5% |
| Q3 2020 | 231 | $1.8B | 30,127,780 | 23 | 77 | 85 | 0.5% |
| Q2 2020 | 238 | $1.9B | 31,355,912 | 28 | 81 | 89 | 0.9% |
| Q1 2020 | 244 | $1.6B | 31,407,390 | 31 | 97 | 77 | 1.2% |
| Q4 2019 | 271 | $2.7B | 32,203,464 | 34 | 93 | 74 | 1.1% |
| Q3 2019 | 242 | $2.7B | 31,836,312 | 25 | 84 | 74 | 1.1% |
| Q2 2019 | 239 | $2.5B | 31,403,319 | 21 | 108 | 54 | 2.9% |
| Q1 2019 | 248 | $2.4B | 30,613,472 | 31 | 77 | 86 | 1.7% |
| Q4 2018 | 236 | $2.4B | 30,836,987 | 4 | 7 | 3 | 1.6% |