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Institutional Ownership · SEC Form 13F

Who owns HBANZ (HBANZ)


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

1,146
Institutional holders
1,712,295,206
Shares held (tracked funds)

How the tape is positioned

279 tracked funds added or opened HBANZ while 221 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

HBANZ’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 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes HBANZ more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in HBANZ 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 1140 tracked filers holding HBANZ, 734 increased or opened the position and 385 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

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 HBANZ 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 80

  • VANGUARD CAPITAL MANAGEMENT LLC$2.1B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B
  • Capital World Investors$404M
  • VANGUARD FIDUCIARY TRUST CO$179M
  • Vanguard Global Advisers, LLC$70M
  • VANGUARD ASSET MANAGEMENT, Ltd$63M

Full exits 49

  • VANGUARD GROUP INC$3.3B
  • JUPITER ASSET MANAGEMENT LTD$32M
  • HRT FINANCIAL LP$28M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$28M
  • Junto Capital Management LP$27M
  • BW Gestao de Investimentos Ltda.$18M

Largest adds

  • WELLINGTON MANAGEMENT GROUP LLP$809M
  • MILLENNIUM MANAGEMENT LLC$365M
  • PRICE T ROWE ASSOCIATES INC /MD/$246M
  • FMR LLC$218M
  • UBS Group AG$160M
  • STATE STREET CORP$139M

Largest trims

  • VICTORY CAPITAL MANAGEMENT INC$443M
  • BlackRock, Inc.$300M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$299M
  • Boston Partners$237M
  • NORGES BANK$130M
  • CITADEL ADVISORS LLC$123M

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. trimmed140,905,063$2.2B8.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new131,810,766$2.1B7.5%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added129,387,133$2.0B7.3%2026-Q1
STATE STREET CORP added94,350,662$1.5B5.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new93,852,592$1.5B5.3%2026-Q1
Invesco Ltd. added66,873,039$1.0B3.8%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added63,480,451$993M3.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added56,713,932$884M3.2%2026-Q1
Boston Partners trimmed50,150,636$785M2.8%2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added50,053,460$783M2.8%2026-Q1
FMR LLC added45,899,696$718M2.6%2026-Q1
MORGAN STANLEY added34,521,184$540M2.0%2026-Q1
MILLENNIUM MANAGEMENT LLC added25,947,023$406M1.5%2026-Q1
Capital World Investors added25,841,102$404M1.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added23,480,601$367M1.3%2026-Q1
Amundi added19,502,547$305M1.1%2026-Q1
NORGES BANK trimmed20,191,111$303M1.1%2026-Q1
UBS Group AG added19,279,048$302M1.1%2026-Q1
NORTHERN TRUST CORP added18,767,856$294M1.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed18,084,552$283M1.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added16,373,151$256M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed13,418,967$210M0.8%2026-Q1
GOLDMAN SACHS GROUP INC added13,290,541$208M0.8%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed13,201,924$207M0.7%2026-Q1
Bank of New York Mellon Corp added13,184,586$206M0.7%2026-Q1
FEDERATED HERMES, INC. trimmed13,016,348$204M0.7%2026-Q1
JPMORGAN CHASE & CO added13,088,020$197M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new11,425,487$179M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added11,277,659$176M0.6%2026-Q1
MARSHALL WACE, LLP added11,271,151$176M0.6%2026-Q1
CITIGROUP INC added10,965,094$172M0.6%2026-Q1
Legal & General Group Plc added10,849,369$170M0.6%2026-Q1
Newport Trust Company, LLC trimmed10,380,696$162M0.6%2026-Q1
FIRST TRUST ADVISORS LP added10,226,182$160M0.6%2026-Q1
HUNTINGTON NATIONAL BANK added9,890,235$155M0.6%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added9,397,728$147M0.5%2026-Q1
DEUTSCHE BANK AG\ added9,385,386$147M0.5%2026-Q1
Prana Capital Management, LP added8,028,262$126M0.5%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added7,776,529$122M0.4%2026-Q1
HSBC HOLDINGS PLC trimmed7,774,513$122M0.4%2026-Q1
BARCLAYS PLC trimmed7,763,791$122M0.4%2026-Q1
Point72 Asset Management, L.P. added7,395,075$116M0.4%2026-Q1
NEUBERGER BERMAN GROUP LLC added7,105,283$111M0.4%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added5,491,106$86M0.3%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added5,332,536$83M0.3%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich trimmed5,331,176$82M0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added5,193,295$81M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added5,087,371$80M0.3%2026-Q1
Korea Investment CORP added5,083,146$80M0.3%2026-Q1
D. E. Shaw & Co., Inc. added5,062,146$79M0.3%2026-Q1
Munich Reinsurance Co Stock Corp in Munich added4,992,023$78M0.3%2026-Q1
Caisse de depot et placement du Quebec added4,692,931$73M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added4,666,572$73M0.3%2026-Q1
Vanguard Global Advisers, LLC new4,487,458$70M0.3%2026-Q1
SG Americas Securities, LLC added4,446,473$70M0.3%2026-Q1
ROYAL BANK OF CANADA added4,373,546$68M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added4,334,358$68M0.2%2026-Q1
Walleye Capital LLC added4,238,232$66M0.2%2026-Q1
Nuveen, LLC added4,188,062$66M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new4,006,362$63M0.2%2026-Q1
CRAWFORD INVESTMENT COUNSEL INC added3,980,043$62M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed3,846,184$59M0.2%2026-Q1
AMERIPRISE FINANCIAL INC added3,764,419$59M0.2%2026-Q1
RHUMBLINE ADVISERS added3,684,327$58M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added3,661,437$57M0.2%2026-Q1
California Public Employees Retirement System added3,631,775$57M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added3,510,657$55M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added3,464,358$54M0.2%2026-Q1
140 Summer Partners LP new3,294,317$52M0.2%2026-Q1
Fisher Asset Management, LLC added3,278,424$51M0.2%2026-Q1
SNYDER CAPITAL MANAGEMENT L P trimmed3,269,285$51M0.2%2026-Q1
ALGEBRIS (UK) LTD added3,067,901$48M0.2%2026-Q1
Assenagon Asset Management S.A. added3,053,523$48M0.2%2026-Q1
Verition Fund Management LLC added3,033,191$47M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. added2,581,132$45M0.2%2026-Q1
LPL Financial LLC added2,838,548$44M0.2%2026-Q1
National Pension Service trimmed2,667,735$42M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added2,540,057$40M0.1%2026-Q1
EVENTIDE ASSET MANAGEMENT, LLC trimmed2,533,502$39M0.1%2026-Q1
Squarepoint Ops LLC trimmed2,466,090$39M0.1%2026-Q1
Eurizon Capital SGR S.p.A. added2,452,408$38M0.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added2,296,403$36M0.1%2026-Q1
Delta Global Management LP added2,184,219$34M0.1%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added2,166,590$34M0.1%2026-Q1
Smith Group Asset Management, LLC added2,153,755$34M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed2,065,860$32M0.1%2026-Q1
AE Wealth Management LLC added1,897,133$30M0.1%2026-Q1
Qube Research & Technologies Ltd trimmed1,861,675$29M0.1%2026-Q1
Randolph Co Inc trimmed1,859,073$29M0.1%2026-Q1
Russell Investments Group, Ltd. added1,856,401$29M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM added1,784,227$28M0.1%2026-Q1
NATIXIS added1,746,192$27M0.1%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added1,666,830$26M0.1%2026-Q1
Midwest Trust Co added1,663,832$26M0.1%2026-Q1
VANGUARD GROUP INC added190,502,248$3.3B11.9%2025-Q4 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added2,389,021$40M0.1%2025-Q2 stale
JUPITER ASSET MANAGEMENT LTD added1,823,953$32M0.1%2025-Q4 stale
HRT FINANCIAL LP added1,614,292$28M0.1%2025-Q4 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed1,606,730$28M0.1%2025-Q4 stale
Junto Capital Management LP trimmed1,531,260$27M0.1%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.

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