DaveManuel.com · Institutional Ownership · Who Owns It
NATIONAL HEALTH INVS INC (NHI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
309
Reporting holders
$3.0B
Reported value
77.7%
Of shares outstanding
0.7%
Calls
0.7%
Puts
-11
Holder change
Institutions report 38,148,431 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.
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. | $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 |
| 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 incl. $18.6M options PUT | 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 |
| GW&K Investment Management, LLC | $24.6M | 322,529 | 0.19% | 31q | -3.7%-$953.8K |
| 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 incl. $18.9M options CALL+PUT | 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 | +70.9%+$7.9M |
| 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 incl. $1.6M options CALL+PUT | 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 |
| Public Sector Pension Investment Board | $12.6M | 165,709 | 0.03% | new | NEW |
| AMERIPRISE FINANCIAL INC | $10.3M | 135,618 | 0.00% | 31q | +307.4%+$7.8M |
| SG Americas Securities, LLC | $10.3M | 134,506 | 0.01% | 6q | +21.6%+$1.8M |
| 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 |
| CANADA LIFE ASSURANCE Co | $9.2M | 120,045 | 0.01% | 27q | +43.4%+$2.8M |
| 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 | +26.4%+$1.3M |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.8M | 63,455 | 0.00% | 31q | +20.3%+$815.5K |
| 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 |
| DekaBank Deutsche Girozentrale | $4.3M | 53,209 | 0.01% | 19q | HELD |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.1M | 53,467 | 0.00% | 31q | +2.9%+$115.8K |
| 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 |
| State of Alaska, Department of Revenue | $3.5M | 46,455 | 0.04% | 31q | +55.6%+$1.3M |
| 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 |
| Thrivent Financial for Lutherans | $3.1M | 41,028 | 0.01% | 5q | +394.2%+$2.5M |
| 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 | -66.7%-$4.6M |
| 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 |
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 | Vanguard Portfolio Management | 9.8% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-27 | 2026-08-27 | Directors or officers departed or appointed | filing |
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 |
|---|---|---|---|---|---|
| 2026-06-05 | Mendelsohn D. Eric | CEO and President | Bought | 1,500 | $103.3K |
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 | 83 | $74.2M | 1,133,752 | 15 | 31 | 13 | 0.0% |
| Q2 2026 | 309 | $3.0B | 38,148,431 | 40 | 112 | 93 | 1.4% |
| Q1 2026 | 320 | $2.8B | 34,611,690 | 47 | 112 | 90 | 0.8% |
| Q4 2025 | 298 | $2.6B | 34,510,669 | 31 | 116 | 76 | 0.1% |
| Q3 2025 | 285 | $2.8B | 35,369,141 | 33 | 110 | 85 | 0.0% |
| Q2 2025 | 277 | $2.4B | 34,638,008 | 28 | 128 | 65 | 0.1% |
| Q1 2025 | 284 | $2.3B | 31,734,300 | 41 | 98 | 94 | 0.1% |
| Q4 2024 | 278 | $2.2B | 31,038,787 | 29 | 109 | 78 | 0.1% |
| Q3 2024 | 284 | $2.5B | 30,219,816 | 68 | 81 | 86 | 0.1% |
| Q2 2024 | 232 | $1.9B | 27,659,381 | 31 | 79 | 70 | 0.1% |
| Q1 2024 | 223 | $1.7B | 27,634,413 | 36 | 72 | 71 | 0.2% |
| Q4 2023 | 211 | $1.5B | 27,535,244 | 18 | 67 | 68 | 0.1% |
| Q3 2023 | 211 | $1.4B | 26,906,411 | 12 | 69 | 67 | 0.1% |
| Q2 2023 | 212 | $1.4B | 27,560,712 | 17 | 74 | 71 | 0.2% |
| Q1 2023 | 229 | $1.4B | 27,610,230 | 30 | 77 | 68 | 0.3% |
| Q4 2022 | 231 | $1.4B | 26,892,486 | 30 | 67 | 88 | 0.3% |
| Q3 2022 | 227 | $3.4B | 59,181,101 | 32 | 50 | 89 | 0.1% |
| Q2 2022 | 226 | $3.8B | 62,416,883 | 24 | 63 | 81 | 0.2% |
| Q1 2022 | 227 | $3.8B | 63,748,692 | 37 | 61 | 75 | 0.1% |
| Q4 2021 | 220 | $4.2B | 72,085,771 | 25 | 64 | 82 | 0.2% |
| Q3 2021 | 232 | $4.0B | 73,717,424 | 33 | 77 | 70 | 0.2% |
| Q2 2021 | 233 | $5.1B | 76,253,329 | 31 | 74 | 83 | 0.2% |
| Q1 2021 | 241 | $5.6B | 77,523,202 | 30 | 76 | 87 | 0.3% |
| Q4 2020 | 240 | $5.4B | 77,861,467 | 32 | 77 | 77 | 0.2% |
| Q3 2020 | 228 | $12.8B | 212,242,728 | 23 | 75 | 84 | 0.1% |
| Q2 2020 | 234 | $14.3B | 235,350,241 | 27 | 79 | 88 | 0.1% |
| Q1 2020 | 241 | $7.3B | 146,445,196 | 31 | 94 | 78 | 0.3% |
| Q4 2019 | 267 | $14.3B | 175,116,165 | 33 | 92 | 73 | 0.2% |
| Q3 2019 | 239 | $10.4B | 125,508,501 | 25 | 82 | 73 | 0.3% |
| Q2 2019 | 236 | $13.1B | 167,049,966 | 21 | 107 | 52 | 0.6% |
| Q1 2019 | 245 | $4.4B | 55,031,799 | 31 | 76 | 85 | 1.0% |
| Q4 2018 | 233 | $8.9B | 117,289,934 | 4 | 6 | 4 | 0.4% |