Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in NHC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.0M | $417.6M | +4.3% | 12.649% | 0.01% |
| 2 | Morgan Stanley Institutional Investment Advisors LLC | 1.0M | $217.4M | -1.0% | 6.585% | 20.31% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 930K | $196.5M | -1.8% | 5.952% | 0.04% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 809K | $171.0M | +2.5% | 5.181% | 0.01% |
| 5 | FIRST TRUST ADVISORS LP | 731K | $154.4M | +37.8% | 4.677% | 0.09% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 552K | $116.7M | +0.5% | 3.535% | 0.00% |
| 7 | STATE STREET CORP | 527K | $111.7M | +7.1% | 3.372% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 381K | $80.5M | +17.8% | 2.439% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 300K | $63.3M | -10.7% | 1.919% | 0.09% |
| 10 | Invesco Ltd. | 175K | $37.0M | +16.7% | 1.122% | 0.00% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 174K | $36.8M | -2.4% | 1.116% | 0.00% |
| 12 | NORTHERN TRUST CORP | 145K | $30.7M | +6.2% | 0.929% | 0.00% |
| 13 | Bank of New York Mellon Corp | 122K | $25.9M | +2.0% | 0.783% | 0.00% |
| 14 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 109K | $23.1M | -6.2% | 0.698% | 0.46% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 97K | $20.4M | +28.3% | 0.618% | 0.01% |
| 16 | MORGAN STANLEY | 94K | $19.8M | -13.2% | 0.599% | 0.00% |
| 17 | AMERICAN CENTURY COMPANIES INC | 93K | $19.6M | +3.7% | 0.595% | 0.01% |
| 18 | ALPS ADVISORS INC | 88K | $18.5M | -44.5% | 0.561% | 0.09% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 85K | $18.0M | +6.0% | 0.544% | 0.00% |
| 20 | Hood River Capital Management LLC | 81K | $17.0M | +44.4% | 0.516% | 0.12% |
| 21 | PRINCIPAL FINANCIAL GROUP INC | 68K | $14.4M | +1.2% | 0.435% | 0.01% |
| 22 | Manatuck Hill Partners, LLC | 59K | $12.6M | -1.6% | 0.381% | 4.16% |
| 23 | GOLDMAN SACHS GROUP INC | 51K | $10.9M | -47.6% | 0.330% | 0.00% |
| 24 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 51K | $10.7M | +14.2% | 0.325% | 0.01% |
| 25 | Vest Financial, LLC | 50K | $10.6M | +27.2% | 0.321% | 0.11% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NHC — a direct measure of their conviction.
Filings activity in NHC during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 250 | +5.0% | 65.57% | 0.71 pp | $2.12B | +36% |
| Q1 2026 | 238 | +8.2% | 66.28% | +2.45 pp | $1.56B | +22% |
| Q4 2025 | 220 | +6.8% | 63.83% | +2.31 pp | $1.27B | +17% |
| Q3 2025 | 206 | +8.4% | 61.52% | +3.42 pp | $1.09B | +15% |
| Q2 2025 | 190 | +6.7% | 58.10% | 0.74 pp | $942M | +14% |
| Q1 2025 | 178 | 4.8% | 58.84% | 0.81 pp | $825M | 15% |
| Q4 2024 | 187 | 3.1% | 59.65% | 0.44 pp | $971M | 15% |
| Q3 2024 | 193 | — | 60.09% | — | $1.14B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NHC stock.
Based on Q2 2026 13F filings, institutional ownership of National HealthCare Corporation stands at 65.6%, held across 250 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of NHC, with approximately 1,975,785 shares worth $0.42B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of NHC, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for NHC is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
36 institutions opened new positions in NHC during Q2 2026, while 25 fully exited. 188 added to existing positions and 21 trimmed.
NHC institutional ownership fell by 0.71 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 73.8% of all reported 13F value in NHC, and the top 25 account for 87.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
National HealthCare Corporation (NHC) Institutional Ownership