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Institutional Ownership · SEC Form 13F

Who owns HALO (HALO)


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

635
Institutional holders
125,733,236
Shares held (tracked funds)

How the tape is positioned

119 tracked funds added or opened HALO while 151 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

HALO’s largest tracked holder by dollar value, VANGUARD GROUP 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 gap the other way — the median holder sizes HALO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in HALO 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 635 tracked filers holding HALO, 331 increased or opened the position and 296 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 HALO 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 40

  • VANGUARD CAPITAL MANAGEMENT LLC$341M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$339M
  • VANGUARD FIDUCIARY TRUST CO$48M
  • CITADEL ADVISORS LLC$12M
  • HRT FINANCIAL LP$11M
  • VANGUARD ASSET MANAGEMENT, Ltd$7M

Full exits 34

  • VANGUARD GROUP INC$766M
  • Qube Research & Technologies Ltd$28M
  • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$9M
  • TWO SIGMA ADVISERS, LP$9M
  • LGT Fund Management Co Ltd.$6M
  • MERITAGE PORTFOLIO MANAGEMENT$6M

Largest adds

  • Boston Partners$140M
  • TWO SIGMA INVESTMENTS, LP$54M
  • JANE STREET GROUP, LLC$43M
  • WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$39M
  • Epoch Investment Partners, Inc.$38M
  • FIRST TRUST ADVISORS LP$28M

Largest trims

  • BlackRock, Inc.$126M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$93M
  • NORGES BANK$75M
  • MILLENNIUM MANAGEMENT LLC$68M
  • Pacer Advisors, Inc.$45M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$34M

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed11,742,028$759M9.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new5,271,218$341M4.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new5,249,206$339M4.3%2026-Q1
STATE STREET CORP trimmed4,937,854$319M4.0%2026-Q1
Invesco Ltd. added3,772,310$244M3.1%2026-Q1
BANK OF AMERICA CORP /DE/ added2,913,109$188M2.4%2026-Q1
Boston Partners added2,683,683$173M2.2%2026-Q1
MORGAN STANLEY trimmed2,562,309$166M2.1%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added2,525,975$163M2.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,505,786$162M2.1%2026-Q1
SNYDER CAPITAL MANAGEMENT L P trimmed2,323,077$150M1.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed2,079,827$134M1.7%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed1,918,149$124M1.6%2026-Q1
D. E. Shaw & Co., Inc. added1,868,708$121M1.5%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed1,736,501$117M1.5%2026-Q1
ROYAL LONDON ASSET MANAGEMENT LTD added1,610,553$104M1.3%2026-Q1
JUPITER ASSET MANAGEMENT LTD added1,608,256$104M1.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added1,584,961$102M1.3%2026-Q1
WELLS FARGO & COMPANY/MN added1,535,737$99M1.3%2026-Q1
FIRST TRUST ADVISORS LP added1,482,340$96M1.2%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. added1,465,283$95M1.2%2026-Q1
GW&K Investment Management, LLC added1,393,875$90M1.1%2026-Q1
LSV ASSET MANAGEMENT added1,371,558$89M1.1%2026-Q1
MIZUHO MARKETS AMERICAS LLC added1,323,544$86M1.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,289,533$83M1.1%2026-Q1
CONGRESS ASSET MANAGEMENT CO trimmed1,280,592$83M1.0%2026-Q1
JANUS HENDERSON GROUP PLC added1,233,658$80M1.0%2026-Q1
Stephens Investment Management Group LLC trimmed1,218,668$79M1.0%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed1,186,951$77M1.0%2026-Q1
TD Asset Management Inc added1,168,666$76M1.0%2026-Q1
FRANKLIN RESOURCES INC trimmed1,157,039$75M0.9%2026-Q1
Epoch Investment Partners, Inc. added1,138,377$74M0.9%2026-Q1
FEDERATED HERMES, INC. trimmed1,123,266$73M0.9%2026-Q1
Caisse de depot et placement du Quebec trimmed1,121,200$72M0.9%2026-Q1
NORTHERN TRUST CORP added1,111,231$72M0.9%2026-Q1
BANK OF MONTREAL /CAN/ added1,055,597$68M0.9%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed1,013,799$65M0.8%2026-Q1
Bank of New York Mellon Corp added983,842$64M0.8%2026-Q1
UBS Group AG trimmed914,003$59M0.7%2026-Q1
Capital World Investors trimmed871,902$56M0.7%2026-Q1
JANE STREET GROUP, LLC added831,707$54M0.7%2026-Q1
NORGES BANK trimmed834,152$53M0.7%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed789,429$51M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new747,356$48M0.6%2026-Q1
Gotham Asset Management, LLC added746,841$48M0.6%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added731,811$47M0.6%2026-Q1
GOLDMAN SACHS GROUP INC added730,140$47M0.6%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed689,915$45M0.6%2026-Q1
Boston Trust Walden Corp trimmed679,563$44M0.6%2026-Q1
ROYAL BANK OF CANADA added658,290$43M0.5%2026-Q1
JPMORGAN CHASE & CO added633,730$39M0.5%2026-Q1
Nuveen, LLC trimmed592,124$38M0.5%2026-Q1
ArrowMark Colorado Holdings LLC trimmed569,789$37M0.5%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed528,031$34M0.4%2026-Q1
Bridgewater Associates, LP trimmed511,429$33M0.4%2026-Q1
Handelsbanken Fonder AB trimmed493,469$32M0.4%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC added484,580$31M0.4%2026-Q1
RENAISSANCE GROUP LLC trimmed471,499$30M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed471,284$30M0.4%2026-Q1
SEI INVESTMENTS CO trimmed457,783$30M0.4%2026-Q1
Fisher Asset Management, LLC trimmed444,689$29M0.4%2026-Q1
Arbejdsmarkedets Tillaegspension added408,391$26M0.3%2026-Q1
Empowered Funds, LLC trimmed384,538$25M0.3%2026-Q1
MetLife Investment Management, LLC trimmed374,931$24M0.3%2026-Q1
Retirement Systems of Alabama added373,943$24M0.3%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed355,099$23M0.3%2026-Q1
RHUMBLINE ADVISERS added353,181$23M0.3%2026-Q1
Cerity Partners LLC trimmed349,137$23M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed338,291$22M0.3%2026-Q1
Pacer Advisors, Inc. added382,734$21M0.3%2026-Q1
Legal & General Group Plc added327,908$21M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed310,515$20M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added290,531$19M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added264,490$17M0.2%2026-Q1
California Public Employees Retirement System added260,961$17M0.2%2026-Q1
Russell Investments Group, Ltd. trimmed260,946$17M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added259,390$17M0.2%2026-Q1
Cresset Asset Management, LLC added259,397$17M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added242,982$16M0.2%2026-Q1
South Street Advisors LLC added232,940$15M0.2%2026-Q1
Swiss National Bank added232,700$15M0.2%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed226,087$15M0.2%2026-Q1
HANCOCK WHITNEY CORP trimmed233,542$15M0.2%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ added219,930$14M0.2%2026-Q1
Clark Capital Management Group, Inc. added214,102$14M0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed208,091$13M0.2%2026-Q1
LPL Financial LLC trimmed194,304$13M0.2%2026-Q1
BARCLAYS PLC trimmed193,242$12M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed192,274$12M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed191,279$12M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed191,051$12M0.2%2026-Q1
Corient Private Wealth LLC trimmed190,684$12M0.2%2026-Q1
Susquehanna Portfolio Strategies, LLC188,100$12M0.2%2026-Q1
VANGUARD GROUP INC trimmed11,387,431$766M9.7%2025-Q4 stale
MACQUARIE GROUP LTD trimmed1,546,185$113M1.4%2025-Q3 stale
Qube Research & Technologies Ltd trimmed412,421$28M0.4%2025-Q4 stale
WCM INVESTMENT MANAGEMENT, LLC trimmed283,957$18M0.2%2025-Q1 stale
Glenmede Investment Management, LP added175,687$13M0.2%2025-Q3 stale
Corebridge Financial, Inc. trimmed200,787$13M0.2%2025-Q1 stale
CW Advisors, LLC trimmed245,177$13M0.2%2025-Q2 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.

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