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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 11,742,028 | $759M | 9.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,271,218 | $341M | 4.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,249,206 | $339M | 4.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 4,937,854 | $319M | 4.0% | 2026-Q1 |
| Invesco Ltd. added | 3,772,310 | $244M | 3.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,913,109 | $188M | 2.4% | 2026-Q1 |
| Boston Partners added | 2,683,683 | $173M | 2.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,562,309 | $166M | 2.1% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 2,525,975 | $163M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,505,786 | $162M | 2.1% | 2026-Q1 |
| SNYDER CAPITAL MANAGEMENT L P trimmed | 2,323,077 | $150M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,079,827 | $134M | 1.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,918,149 | $124M | 1.6% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,868,708 | $121M | 1.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,736,501 | $117M | 1.5% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 1,610,553 | $104M | 1.3% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 1,608,256 | $104M | 1.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,584,961 | $102M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,535,737 | $99M | 1.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,482,340 | $96M | 1.2% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,465,283 | $95M | 1.2% | 2026-Q1 |
| GW&K Investment Management, LLC added | 1,393,875 | $90M | 1.1% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 1,371,558 | $89M | 1.1% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC added | 1,323,544 | $86M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,289,533 | $83M | 1.1% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 1,280,592 | $83M | 1.0% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 1,233,658 | $80M | 1.0% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 1,218,668 | $79M | 1.0% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,186,951 | $77M | 1.0% | 2026-Q1 |
| TD Asset Management Inc added | 1,168,666 | $76M | 1.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,157,039 | $75M | 0.9% | 2026-Q1 |
| Epoch Investment Partners, Inc. added | 1,138,377 | $74M | 0.9% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 1,123,266 | $73M | 0.9% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 1,121,200 | $72M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,111,231 | $72M | 0.9% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,055,597 | $68M | 0.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,013,799 | $65M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 983,842 | $64M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 914,003 | $59M | 0.7% | 2026-Q1 |
| Capital World Investors trimmed | 871,902 | $56M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 831,707 | $54M | 0.7% | 2026-Q1 |
| NORGES BANK trimmed | 834,152 | $53M | 0.7% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 789,429 | $51M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 747,356 | $48M | 0.6% | 2026-Q1 |
| Gotham Asset Management, LLC added | 746,841 | $48M | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 731,811 | $47M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 730,140 | $47M | 0.6% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 689,915 | $45M | 0.6% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 679,563 | $44M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 658,290 | $43M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 633,730 | $39M | 0.5% | 2026-Q1 |
| Nuveen, LLC trimmed | 592,124 | $38M | 0.5% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC trimmed | 569,789 | $37M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 528,031 | $34M | 0.4% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 511,429 | $33M | 0.4% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 493,469 | $32M | 0.4% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 484,580 | $31M | 0.4% | 2026-Q1 |
| RENAISSANCE GROUP LLC trimmed | 471,499 | $30M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 471,284 | $30M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 457,783 | $30M | 0.4% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 444,689 | $29M | 0.4% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 408,391 | $26M | 0.3% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 384,538 | $25M | 0.3% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 374,931 | $24M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 373,943 | $24M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 355,099 | $23M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 353,181 | $23M | 0.3% | 2026-Q1 |
| Cerity Partners LLC trimmed | 349,137 | $23M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 338,291 | $22M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. added | 382,734 | $21M | 0.3% | 2026-Q1 |
| Legal & General Group Plc added | 327,908 | $21M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 310,515 | $20M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 290,531 | $19M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 264,490 | $17M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 260,961 | $17M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 260,946 | $17M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 259,390 | $17M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC added | 259,397 | $17M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 242,982 | $16M | 0.2% | 2026-Q1 |
| South Street Advisors LLC added | 232,940 | $15M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 232,700 | $15M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 226,087 | $15M | 0.2% | 2026-Q1 |
| HANCOCK WHITNEY CORP trimmed | 233,542 | $15M | 0.2% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 219,930 | $14M | 0.2% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 214,102 | $14M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 208,091 | $13M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 194,304 | $13M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 193,242 | $12M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 192,274 | $12M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 191,279 | $12M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 191,051 | $12M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 190,684 | $12M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 188,100 | $12M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 11,387,431 | $766M | 9.7% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 1,546,185 | $113M | 1.4% | 2025-Q3 stale |
| Qube Research & Technologies Ltd trimmed | 412,421 | $28M | 0.4% | 2025-Q4 stale |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 283,957 | $18M | 0.2% | 2025-Q1 stale |
| Glenmede Investment Management, LP added | 175,687 | $13M | 0.2% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 200,787 | $13M | 0.2% | 2025-Q1 stale |
| CW Advisors, LLC trimmed | 245,177 | $13M | 0.2% | 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.
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.