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Institutional Ownership · SEC Form 13F

Who owns HCI Group (HCI)


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

268
Institutional holders
9M
Shares held (tracked funds)
71.3%
Of shares outstanding

How the tape is positioned

90 tracked funds added or opened HCI while 60 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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

HCI’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 gap the other way — the median holder sizes HCI more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in HCI 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 268 tracked filers holding HCI, 156 increased or opened the position and 140 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 HCI 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 15

  • NORGES BANK$8M
  • ExodusPoint Capital Management, LP$3M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3M
  • Jefferies Financial Group Inc.$2M
  • Quantbot Technologies LP$2M
  • Walleye Capital LLC$1M

Full exits 31

  • Hood River Capital Management LLC$96M
  • Philadelphia Financial Management of San Francisco, LLC$15M
  • MARSHALL WACE, LLP$6M
  • CX Institutional$6M
  • TUDOR INVESTMENT CORP ET AL$5M
  • Squarepoint Ops LLC$4M

Largest adds

  • BlackRock, Inc.$142M
  • Khrom Capital Management LLC$31M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$23M
  • UBS Group AG$20M
  • AMERIPRISE FINANCIAL INC$20M
  • DIMENSIONAL FUND ADVISORS LP$17M

Largest trims

  • AMERICAN CENTURY COMPANIES INC$24M
  • Freestone Grove Partners LP$22M
  • CITADEL ADVISORS LLC$6M
  • MILLENNIUM MANAGEMENT LLC$5M
  • FJ Capital Management LLC$4M
  • JANE STREET GROUP, LLC$4M

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. added1,843,638$323M20.7%2026-Q2
Khrom Capital Management LLC added690,749$121M7.7%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed477,702$84M5.4%2026-Q2
STATE STREET CORP added424,559$74M4.8%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed415,740$73M4.7%2026-Q2
DIMENSIONAL FUND ADVISORS LP added409,716$72M4.6%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed298,370$52M3.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed276,525$48M3.1%2026-Q2
Qube Research & Technologies Ltd trimmed241,129$42M2.7%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added236,105$41M2.6%2026-Q2
GOLDMAN SACHS GROUP INC added181,010$32M2.0%2026-Q2
Freestone Grove Partners LP trimmed175,557$31M2.0%2026-Q2
MORGAN STANLEY trimmed175,235$31M2.0%2026-Q2
FMR LLC added150,281$26M1.7%2026-Q2
Allspring Global Investments Holdings, LLC added145,533$26M1.7%2026-Q2
UBS Group AG added139,600$24M1.6%2026-Q2
AMERIPRISE FINANCIAL INC added132,258$23M1.5%2026-Q2
AQR CAPITAL MANAGEMENT LLC added130,716$23M1.5%2026-Q2
NORTHERN TRUST CORP added124,264$22M1.4%2026-Q2
TWO SIGMA INVESTMENTS, LP added119,320$21M1.3%2026-Q2
Invesco Ltd. added112,246$20M1.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added103,081$18M1.2%2026-Q2
BANK OF AMERICA CORP /DE/ added99,412$17M1.1%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed89,832$16M1.0%2026-Q2
JANE STREET GROUP, LLC trimmed79,576$14M0.9%2026-Q2
Bank of New York Mellon Corp added78,772$14M0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed70,742$12M0.8%2026-Q2
PRUDENTIAL FINANCIAL INC added70,267$12M0.8%2026-Q2
Base Wealth Management LLC65,327$11M0.7%2026-Q2
Creative Planning added57,227$10M0.6%2026-Q2
FEDERATED HERMES, INC. added56,858$10M0.6%2026-Q2
ESSEX INVESTMENT MANAGEMENT CO LLC trimmed56,260$10M0.6%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed51,027$9M0.6%2026-Q2
NORGES BANK added47,500$8M0.5%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS added41,192$7M0.5%2026-Q2
ASSETMARK, INC added39,059$7M0.4%2026-Q2
EVERGREEN CAPITAL MANAGEMENT LLC added38,524$7M0.4%2026-Q2
Public Sector Pension Investment Board trimmed36,250$6M0.4%2026-Q2
Bernzott Capital Advisors added35,740$6M0.4%2026-Q2
Trexquant Investment LP added35,116$6M0.4%2026-Q2
XTX Topco Ltd added30,471$5M0.3%2026-Q2
Moran Wealth Management, LLC trimmed30,075$5M0.3%2026-Q2
CHATHAM CAPITAL GROUP, INC. added28,991$5M0.3%2026-Q2
Nuveen, LLC added28,119$5M0.3%2026-Q2
Legal & General Group Plc added26,531$5M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed25,884$5M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added24,263$4M0.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed23,729$4M0.3%2026-Q2
Swiss National Bank added23,500$4M0.3%2026-Q2
CITADEL ADVISORS LLC trimmed23,044$4M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added22,771$4M0.3%2026-Q2
CAPITOLIS LIQUID GLOBAL MARKETS LLC trimmed22,600$4M0.3%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC trimmed22,166$4M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added18,707$3M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed18,585$3M0.2%2026-Q2
Odyssean, LLC added18,528$3M0.2%2026-Q2
ROYCE & ASSOCIATES LP added17,190$3M0.2%2026-Q2
CITIGROUP INC added16,588$3M0.2%2026-Q2
ExodusPoint Capital Management, LP added16,381$3M0.2%2026-Q2
MEEDER ASSET MANAGEMENT INC added15,845$3M0.2%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added14,693$3M0.2%2026-Q2
Cutler Capital Management, LLC trimmed14,662$3M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed13,799$2M0.2%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added13,319$2M0.1%2026-Q2
Atom Investors LP added13,252$2M0.1%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added13,010$2M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed13,003$2M0.1%2026-Q2
JPMORGAN CHASE & CO trimmed12,392$2M0.1%2026-Q2
DEUTSCHE BANK AG\ trimmed12,322$2M0.1%2026-Q2
Point72 Asset Management, L.P. trimmed12,097$2M0.1%2026-Q2
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.12,000$2M0.1%2026-Q2
Jefferies Financial Group Inc. new11,884$2M0.1%2026-Q2
OSAIC HOLDINGS, INC. added11,843$2M0.1%2026-Q2
Quantbot Technologies LP added11,622$2M0.1%2026-Q2
LPL Financial LLC added11,491$2M0.1%2026-Q2
BALDWIN WEALTH PARTNERS LLC/MA11,337$2M0.1%2026-Q2
FIRST TRUST ADVISORS LP trimmed11,171$2M0.1%2026-Q2
Nicholas Investment Partners, LP11,000$2M0.1%2026-Q2
Ridgewood Investments LLC trimmed10,534$2M0.1%2026-Q2
SEI INVESTMENTS CO trimmed10,381$2M0.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed10,255$2M0.1%2026-Q2
Russell Investments Group, Ltd. added10,241$2M0.1%2026-Q2
Man Group plc trimmed9,763$2M0.1%2026-Q2
Horizon Investments, LLC added9,662$2M0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added9,483$2M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added9,268$2M0.1%2026-Q2
Legato Capital Management LLC added9,068$2M0.1%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added9,036$2M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added8,733$2M0.1%2026-Q2
Integrated Quantitative Investments LLC added8,368$1M0.1%2026-Q2
CREDIT AGRICOLE S A8,297$1M0.1%2026-Q2
IEQ CAPITAL, LLC added8,218$1M0.1%2026-Q2
Robeco Institutional Asset Management B.V. trimmed8,000$1M0.1%2026-Q2
FJ Capital Management LLC trimmed7,787$1M0.1%2026-Q2
HANCOCK WHITNEY CORP trimmed7,756$1M0.1%2026-Q2
Wakefield Asset Management LLLP added7,689$1M0.1%2026-Q2
ROYAL BANK OF CANADA added7,689$1M0.1%2026-Q2
Engineers Gate Manager LP trimmed7,625$1M0.1%2026-Q2
Walleye Capital LLC added7,515$1M0.1%2026-Q2
Quantinno Capital Management LP added7,147$1M0.1%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