Who owns H (H)
Which tracked institutional funds hold H, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See H company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
71 tracked funds added or opened H while 153 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
H’s largest tracked holder by dollar value, BAMCO INC /NY/, sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in H 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 2025-Q4 and 2026-Q1, across 484 tracked filers holding H, 231 increased or opened the position and 239 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 H between the 2025-Q4 and 2026-Q1 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 29
- VANGUARD CAPITAL MANAGEMENT LLC$256M
- VANGUARD PORTFOLIO MANAGEMENT LLC$243M
- VANGUARD FIDUCIARY TRUST CO$37M
- GRS Advisors, LLC$35M
- Squarepoint Ops LLC$17M
- Conversant Capital LLC$9M
Full exits 30
- VANGUARD GROUP INC$596M
- Junto Capital Management LP$62M
- Freestone Grove Partners LP$52M
- Jain Global LLC$41M
- Alyeska Investment Group, L.P.$30M
- MANE GLOBAL CAPITAL MANAGEMENT LP$30M
Largest adds
- MARSHALL WACE, LLP$99M
- Point72 Asset Management, L.P.$24M
- Nuveen, LLC$24M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$20M
- Invesco Ltd.$19M
- Benchstone Capital Management LP$16M
Largest trims
- BANK OF NOVA SCOTIA$172M
- BlackRock, Inc.$146M
- WELLINGTON MANAGEMENT GROUP LLP$120M
- Veritas Asset Management LLP$113M
- PRINCIPAL FINANCIAL GROUP INC$77M
- BAMCO INC /NY/$67M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BAMCO INC /NY/ added | 6,341,673 | $912M | 11.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 4,721,425 | $679M | 8.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 4,379,699 | $630M | 8.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,395,905 | $488M | 6.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 2,855,182 | $410M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,780,082 | $256M | 3.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,692,122 | $243M | 3.1% | 2026-Q1 |
| STATE STREET CORP added | 1,399,297 | $201M | 2.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,351,413 | $194M | 2.5% | 2026-Q1 |
| Veritas Asset Management LLP trimmed | 1,336,247 | $192M | 2.4% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 866,299 | $125M | 1.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 791,975 | $114M | 1.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 679,772 | $109M | 1.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 721,104 | $104M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 710,474 | $102M | 1.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 700,632 | $101M | 1.3% | 2026-Q1 |
| UBS Group AG added | 630,819 | $91M | 1.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 592,997 | $85M | 1.1% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 525,320 | $76M | 1.0% | 2026-Q1 |
| Legal & General Group Plc added | 466,394 | $67M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 458,648 | $66M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 451,036 | $65M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 416,083 | $60M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 377,764 | $54M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 376,453 | $54M | 0.7% | 2026-Q1 |
| PAR CAPITAL MANAGEMENT INC trimmed | 338,500 | $49M | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 331,598 | $48M | 0.6% | 2026-Q1 |
| Fiera Capital Corp added | 324,461 | $47M | 0.6% | 2026-Q1 |
| Invesco Ltd. added | 305,603 | $44M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 305,418 | $44M | 0.6% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 300,450 | $43M | 0.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 296,133 | $43M | 0.5% | 2026-Q1 |
| DAVIDSON INVESTMENT ADVISORS added | 293,504 | $42M | 0.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 282,371 | $41M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 255,705 | $37M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 252,265 | $36M | 0.5% | 2026-Q1 |
| Benchstone Capital Management LP added | 243,386 | $35M | 0.4% | 2026-Q1 |
| GRS Advisors, LLC trimmed | 242,944 | $35M | 0.4% | 2026-Q1 |
| Long Pond Capital, LP added | 223,989 | $32M | 0.4% | 2026-Q1 |
| NORGES BANK added | 251,379 | $31M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 208,306 | $30M | 0.4% | 2026-Q1 |
| Amundi added | 189,272 | $27M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 187,170 | $27M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 158,946 | $23M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 153,772 | $22M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 137,324 | $20M | 0.3% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 131,770 | $19M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 125,102 | $18M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 124,567 | $18M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 122,700 | $18M | 0.2% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO | 120,548 | $17M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 116,022 | $17M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 114,718 | $16M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 112,139 | $16M | 0.2% | 2026-Q1 |
| NICOLA WEALTH MANAGEMENT LTD. trimmed | 105,500 | $15M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 99,317 | $14M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 97,538 | $14M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 88,623 | $13M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 86,001 | $12M | 0.2% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 85,734 | $12M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 84,953 | $12M | 0.2% | 2026-Q1 |
| Archon Partners LLC | 82,000 | $12M | 0.1% | 2026-Q1 |
| FMR LLC added | 80,835 | $12M | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 78,322 | $11M | 0.1% | 2026-Q1 |
| WHITTIER TRUST CO added | 69,131 | $10M | 0.1% | 2026-Q1 |
| Tao Capital Management LP | 70,000 | $10M | 0.1% | 2026-Q1 |
| Polar Capital Holdings Plc trimmed | 64,441 | $9M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 65,426 | $9M | 0.1% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab added | 61,153 | $9M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 60,683 | $9M | 0.1% | 2026-Q1 |
| Conversant Capital LLC new | 60,000 | $9M | 0.1% | 2026-Q1 |
| SummitTX Capital, L.P. added | 59,894 | $9M | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 58,794 | $8M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 56,292 | $8M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 55,101 | $8M | 0.1% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 50,848 | $7M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,718,767 | $596M | 7.6% | 2025-Q4 stale |
| Candlestick Capital Management LP added | 631,290 | $90M | 1.1% | 2025-Q3 stale |
| RUSH ISLAND MANAGEMENT, LP added | 604,500 | $86M | 1.1% | 2025-Q3 stale |
| Junto Capital Management LP new | 386,987 | $62M | 0.8% | 2025-Q4 stale |
| Freestone Grove Partners LP trimmed | 322,222 | $52M | 0.7% | 2025-Q4 stale |
| Jain Global LLC added | 258,249 | $41M | 0.5% | 2025-Q4 stale |
| Select Equity Group, L.P. trimmed | 303,831 | $37M | 0.5% | 2025-Q1 stale |
| Alyeska Investment Group, L.P. added | 187,113 | $30M | 0.4% | 2025-Q4 stale |
| MANE GLOBAL CAPITAL MANAGEMENT LP trimmed | 185,929 | $30M | 0.4% | 2025-Q4 stale |
| Interval Partners, LP added | 193,595 | $27M | 0.3% | 2025-Q3 stale |
| ING GROEP NV added | 184,700 | $26M | 0.3% | 2025-Q3 stale |
| THORNBURG INVESTMENT MANAGEMENT INC trimmed | 20,407 | $25M | 0.3% | 2025-Q1 stale |
| Balyasny Asset Management L.P. trimmed | 144,409 | $23M | 0.3% | 2025-Q4 stale |
| Luxor Capital Group, LP added | 163,508 | $23M | 0.3% | 2025-Q2 stale |
| Nearwater Capital Markets, Ltd new | 120,000 | $19M | 0.2% | 2025-Q4 stale |
| Hudson Bay Capital Management LP | 134,209 | $19M | 0.2% | 2025-Q4 stale |
| Bain Capital Public Equity Management II, LLC trimmed | 126,757 | $18M | 0.2% | 2025-Q2 stale |
| HRT FINANCIAL LP added | 84,169 | $13M | 0.2% | 2025-Q4 stale |
| Lingotto Investment Management LLP | 62,923 | $10M | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 72,872 | $9M | 0.1% | 2025-Q1 stale |
| LANDMARK INVESTMENT PARTNERS, L.P. added | 56,314 | $8M | 0.1% | 2025-Q2 stale |
| NIGHTVIEW CAPITAL, LLC | 45,659 | $7M | 0.1% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 45,243 | $7M | 0.1% | 2025-Q4 stale |
| Argosy-Lionbridge Management, LLC trimmed | 45,000 | $7M | 0.1% | 2025-Q4 stale |
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.
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.