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Institutional Ownership · SEC Form 13F

Who owns National HealthCare (NHC)


Which tracked institutional funds hold NHC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NHC company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

232
Institutional holders
10M
Shares held (tracked funds)
64.7%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on NHC is one-sided between 2026-Q1 and 2026-Q2: 96 added or opened and 26 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

NHC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in NHC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 232 tracked filers holding NHC, 128 increased or opened the position and 111 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in NHC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 10

  • Eversept Partners, LP$5M
  • Man Group plc$2M
  • ROYCE & ASSOCIATES LP$1M
  • Jupiter Topco LLC$1M
  • State of New Jersey Common Pension Fund D$1M
  • Dakota Wealth Management$969K

Full exits 20

  • M Holdings Securities, Inc.$74M
  • BESSEMER GROUP INC$4M
  • CSM Advisors, LLC$3M
  • Qube Research & Technologies Ltd$3M
  • CANADA LIFE ASSURANCE Co$2M
  • Quadrature Capital Ltd$2M

Largest adds

  • BlackRock, Inc.$206M
  • FIRST TRUST ADVISORS LP$70M
  • Morgan Stanley Institutional Investment Advisors LLC$51M
  • DIMENSIONAL FUND ADVISORS LP$45M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$45M
  • STATE STREET CORP$33M

Largest trims

  • TWO SIGMA INVESTMENTS, LP$12M
  • ALPS ADVISORS INC$7M
  • GOLDMAN SACHS GROUP INC$5M
  • JPMORGAN CHASE & CO$4M
  • STATE OF WISCONSIN INVESTMENT BOARD$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$640K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added1,975,785$418M20.0%2026-Q2
Morgan Stanley Institutional Investment Advisors LLC trimmed1,028,534$217M10.4%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed929,692$196M9.4%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added809,224$171M8.2%2026-Q2
FIRST TRUST ADVISORS LP added730,573$154M7.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added552,136$117M5.6%2026-Q2
STATE STREET CORP added526,732$112M5.4%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added380,934$81M3.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed299,717$63M3.0%2026-Q2
Invesco Ltd. added175,290$37M1.8%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed174,335$37M1.8%2026-Q2
NORTHERN TRUST CORP added145,179$31M1.5%2026-Q2
Bank of New York Mellon Corp added122,320$26M1.2%2026-Q2
SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed109,086$23M1.1%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added96,550$20M1.0%2026-Q2
MORGAN STANLEY trimmed93,536$20M0.9%2026-Q2
AMERICAN CENTURY COMPANIES INC added92,933$20M0.9%2026-Q2
ALPS ADVISORS INC trimmed87,660$19M0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO added84,971$18M0.9%2026-Q2
Hood River Capital Management LLC added80,653$17M0.8%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added67,906$14M0.7%2026-Q2
Manatuck Hill Partners, LLC trimmed59,428$13M0.6%2026-Q2
GOLDMAN SACHS GROUP INC trimmed51,492$11M0.5%2026-Q2
Public Sector Pension Investment Board added50,727$11M0.5%2026-Q2
Vest Financial, LLC added50,088$11M0.5%2026-Q2
PRUDENTIAL FINANCIAL INC added49,663$10M0.5%2026-Q2
Allspring Global Investments Holdings, LLC trimmed40,887$9M0.4%2026-Q2
BROWN BROTHERS HARRIMAN & CO37,546$8M0.4%2026-Q2
JPMORGAN CHASE & CO trimmed36,652$8M0.4%2026-Q2
Nuveen, LLC added31,954$7M0.3%2026-Q2
Legal & General Group Plc added31,155$7M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed30,257$6M0.3%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed27,107$6M0.3%2026-Q2
DEUTSCHE BANK AG\ added27,019$6M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed25,548$5M0.3%2026-Q2
SEGALL BRYANT & HAMILL, LLC trimmed25,197$5M0.3%2026-Q2
Swiss National Bank trimmed25,030$5M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed23,008$5M0.2%2026-Q2
DENALI ADVISORS LLC added22,900$5M0.2%2026-Q2
AE Wealth Management LLC added22,277$5M0.2%2026-Q2
Eversept Partners, LP trimmed22,116$5M0.2%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added21,798$5M0.2%2026-Q2
Russell Investments Group, Ltd. added20,858$4M0.2%2026-Q2
Militia Capital Management LLC added20,100$4M0.2%2026-Q2
AMERIPRISE FINANCIAL INC trimmed19,802$4M0.2%2026-Q2
SEI INVESTMENTS CO added19,773$4M0.2%2026-Q2
Creative Planning added19,715$4M0.2%2026-Q2
Pinnacle Financial Partners, Inc.19,250$4M0.2%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added18,519$4M0.2%2026-Q2
XTX Topco Ltd added17,213$4M0.2%2026-Q2
UBS Group AG trimmed17,211$4M0.2%2026-Q2
Quantinno Capital Management LP added17,037$4M0.2%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added16,167$3M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added15,956$3M0.1%2026-Q2
Bridge City Capital, LLC trimmed15,883$3M0.2%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed15,327$3M0.2%2026-Q2
Vident Advisory, LLC trimmed14,958$3M0.2%2026-Q2
Cerity Partners LLC trimmed14,416$3M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added13,899$3M0.1%2026-Q2
RITHOLTZ WEALTH MANAGEMENT added13,469$3M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added12,581$3M0.1%2026-Q2
Corient Private Wealth LP added12,430$3M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added12,092$3M0.1%2026-Q2
OAK ASSOCIATES LTD /OH/11,724$2M0.1%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC added10,911$2M0.1%2026-Q2
VIRGINIA RETIREMENT SYSTEMS ET Al added10,800$2M0.1%2026-Q2
Private Advisor Group, LLC trimmed10,463$2M0.1%2026-Q2
Horizon Investments, LLC trimmed10,113$2M0.1%2026-Q2
Man Group plc new9,276$2M0.1%2026-Q2
Susquehanna Portfolio Strategies, LLC added8,635$2M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd trimmed8,534$2M0.1%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP added7,891$2M0.1%2026-Q2
HSBC HOLDINGS PLC trimmed7,809$2M0.1%2026-Q2
KLP KAPITALFORVALTNING AS added7,800$2M0.1%2026-Q2
CITIGROUP INC added7,770$2M0.1%2026-Q2
MetLife Investment Management, LLC added7,568$2M0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed7,421$2M0.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added7,033$1M0.1%2026-Q2
ROYCE & ASSOCIATES LP new6,863$1M0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed6,672$1M0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed6,629$1M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added6,626$1M0.1%2026-Q2
FRANKLIN RESOURCES INC trimmed6,541$1M0.1%2026-Q2
Illinois Municipal Retirement Fund trimmed6,281$1M0.1%2026-Q2
Jupiter Topco LLC new6,097$1M0.1%2026-Q2
State of New Jersey Common Pension Fund D new6,057$1M0.1%2026-Q2
BANK OF MONTREAL /CAN/ added5,857$1M0.1%2026-Q2
STRS OHIO added5,500$1M0.1%2026-Q2
Louisiana State Employees Retirement System5,500$878K0.0%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added5,423$1M0.1%2026-Q2
CENTRAL VALLEY ADVISORS, LLC5,352$1M0.1%2026-Q2
Robeco Institutional Asset Management B.V. trimmed5,052$1M0.1%2026-Q2
Ellsworth Advisors, LLC added4,966$1M0.1%2026-Q2
Vanguard Global Advisers, LLC added4,935$1M0.0%2026-Q2
QUADRANT CAPITAL GROUP LLC4,689$991K0.0%2026-Q2
Dakota Wealth Management new4,586$969K0.0%2026-Q2
JAMES INVESTMENT RESEARCH, INC.4,456$942K0.0%2026-Q2
State of Tennessee, Department of Treasury added4,400$930K0.0%2026-Q2
MARSHALL WACE, LLP added4,259$900K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed4,255$899K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership