DaveManuel.com · Institutional Ownership · Who Owns It
NATIONAL HEALTHCARE CORP (NHC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
252
Reporting holders
$2.2B
Reported value
65.3%
Of shares outstanding
0.1%
Calls
0.0%
Puts
+12
Holder change
Institutions report 10,232,230 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 |
| T. Rowe Price Investment Management, Inc. | $22.7M | 107,248 | 0.01% | new | NEW |
| 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 |
| Public Sector Pension Investment Board | $10.7M | 50,727 | 0.03% | 11q | +14.2%+$1.3M |
| 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 |
| 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 |
| BESSEMER GROUP INC | $4.9M | 23,401 | 0.01% | 10q | HELD |
| 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 |
| CSM Advisors, LLC | $4.5M | 21,300 | 0.10% | 5q | +3.6%+$155.4K |
| 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 | -62.1%-$7.0M |
| AMERIPRISE FINANCIAL INC | $4.2M | 19,802 | 0.00% | 15q | -5.7%-$252.8K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.9M | 13,899 | 0.00% | 31q | +13.8%+$355.5K |
| RITHOLTZ WEALTH MANAGEMENT | $2.8M | 13,469 | 0.04% | 2q | +265.4%+$2.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.7M | 12,581 | 0.00% | 23q | +13.2%+$310.2K |
| WELLS FARGO & COMPANY/MN | $2.6M | 12,092 | 0.00% | 31q | +149.5%+$1.5M |
| ALLIANCEBERNSTEIN L.P. | $2.5M | 15,956 | 0.00% | 31q | +3.9%+$95.8K |
| Corient Private Wealth LP | $2.5M | 11,825 | 0.00% | 13q | +158.6%+$1.5M |
| 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 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $2.3M | 10,800 | 0.01% | 25q | +66.2%+$908.8K |
| 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 CALL | options only | 0.00% | 6q | OPTIONS |
| 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 |
| Thrivent Financial for Lutherans | $1.7M | 8,206 | 0.00% | 31q | -1.0%-$16.7K |
| 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 |
| Louisiana State Employees Retirement System | $1.2M | 5,500 | 0.02% | 11q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $1.1M | 5,423 | 0.01% | 3q | HELD |
| CENTRAL VALLEY ADVISORS, LLC | $1.1M | 5,352 | 0.29% | 8q | HELD |
| SG Americas Securities, LLC | $1.1M | 5,129 | 0.00% | 4q | -27.5%-$412.1K |
| 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 |
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 |
|---|---|---|---|
| 2026-10-30 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 4.6% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-11 | KIDD BRIAN F | SVP, CFO | Sold | 6,813 | $1.5M |
| 2026-05-21 | LAROCHE RICHARD F JR | Director | Sold | 7,500 | $1.5M |
| 2026-06-22 | HASSAN EMIL E | Director | Sold | 5,937 | $1.2M |
| 2026-09-22 | Dodson Vicki L | Sr.VP Patient Srvcs | Sold | 4,834 | $1.1M |
| 2026-09-10 | McCreary Josh A | Senior VP & General Counsel | Sold | 2,719 | $609.7K ×4 |
| 2026-08-25 | Gifford David R. | Director | Sold | 1,779 | $401.0K |
| 2026-05-19 | Shelly Timothy J. | Sr.VP Operations | Sold | 1,853 | $365.4K |
| 2026-08-19 | Flatt Stephen Fowler | CEO | Sold | 1,500 | $355.6K |
| 2026-06-16 | HASSAN EMIL E | Director | Sold | 1,563 | $312.6K |
| 2026-08-19 | FLATT BEN ANDERSON SR | Senior VP & CIO | Sold | 1,000 | $237.2K |
| 2026-08-20 | FLATT BEN ANDERSON SR | Senior VP & CIO | Sold | 1,000 | $237.0K |
| 2026-08-25 | FLATT BEN ANDERSON SR | Senior VP & CIO | Sold | 1,000 | $227.0K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 67 | $51.6M | 233,540 | 12 | 18 | 16 | 0.0% |
| Q2 2026 | 252 | $2.2B | 10,232,230 | 37 | 83 | 75 | 0.1% |
| Q1 2026 | 240 | $1.7B | 10,347,046 | 38 | 71 | 71 | 0.1% |
| Q4 2025 | 225 | $1.4B | 9,984,180 | 28 | 67 | 76 | 0.1% |
| Q3 2025 | 209 | $1.2B | 9,595,396 | 37 | 58 | 65 | 0.1% |
| Q2 2025 | 193 | $965.6M | 9,010,914 | 32 | 58 | 63 | 0.1% |
| Q1 2025 | 182 | $842.5M | 9,067,839 | 19 | 61 | 68 | 0.1% |
| Q4 2024 | 188 | $988.5M | 9,179,971 | 13 | 61 | 64 | 0.1% |
| Q3 2024 | 196 | $1.2B | 9,299,751 | 34 | 58 | 63 | 0.1% |
| Q2 2024 | 175 | $921.3M | 8,496,149 | 23 | 56 | 62 | 0.0% |
| Q1 2024 | 172 | $814.6M | 8,611,264 | 33 | 41 | 69 | 0.2% |
| Q4 2023 | 159 | $821.7M | 8,882,521 | 36 | 45 | 54 | 0.0% |
| Q3 2023 | 130 | $471.1M | 7,360,641 | 10 | 35 | 54 | 0.0% |
| Q2 2023 | 133 | $456.3M | 7,373,271 | 10 | 36 | 52 | 0.1% |
| Q1 2023 | 137 | $422.0M | 7,263,913 | 24 | 64 | 24 | 0.0% |
| Q4 2022 | 119 | $426.6M | 7,165,524 | 11 | 50 | 35 | 0.0% |
| Q3 2022 | 117 | $484.1M | 7,634,762 | 12 | 42 | 38 | 0.0% |
| Q2 2022 | 118 | $546.9M | 7,814,333 | 13 | 40 | 41 | 0.1% |
| Q1 2022 | 116 | $556.8M | 7,928,835 | 6 | 37 | 48 | 0.0% |
| Q4 2021 | 126 | $694.3M | 10,208,323 | 10 | 42 | 38 | 0.1% |
| Q3 2021 | 126 | $717.1M | 10,244,402 | 7 | 40 | 43 | 0.0% |
| Q2 2021 | 137 | $908.7M | 12,983,943 | 21 | 48 | 37 | 0.1% |
| Q1 2021 | 126 | $1.2B | 15,549,475 | 11 | 40 | 49 | 0.1% |
| Q4 2020 | 126 | $876.9M | 13,201,112 | 15 | 45 | 40 | 0.0% |
| Q3 2020 | 123 | $812.6M | 13,022,581 | 12 | 34 | 49 | 0.2% |
| Q2 2020 | 134 | $848.7M | 13,169,283 | 10 | 46 | 46 | 1.6% |
| Q1 2020 | 145 | $1.4B | 18,782,032 | 16 | 53 | 47 | 1.8% |
| Q4 2019 | 147 | $1.2B | 13,126,560 | 20 | 52 | 40 | 3.4% |
| Q3 2019 | 136 | $1.1B | 13,453,646 | 20 | 46 | 39 | 3.3% |
| Q2 2019 | 132 | $1.1B | 12,975,000 | 17 | 53 | 25 | 6.3% |
| Q1 2019 | 130 | $1.0B | 13,107,936 | 16 | 44 | 35 | 2.4% |
| Q4 2018 | 129 | $1.0B | 12,890,653 | 2 | 3 | 2 | 1.7% |