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Institutional Ownership · SEC Form 13F

Who owns HIFS (HIFS)


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

133
Institutional holders
1,477,348
Shares held (tracked funds)

How the tape is positioned

26 tracked funds added or opened HIFS while 13 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

HIFS’s largest tracked holder by dollar value, Maren Capital LLC, sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in HIFS 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 133 tracked filers holding HIFS, 67 increased or opened the position and 55 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 HIFS 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 12

  • VANGUARD CAPITAL MANAGEMENT LLC$21M
  • BESSEMER GROUP INC$4M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$4M
  • VANGUARD FIDUCIARY TRUST CO$4M
  • MARSHALL WACE, LLP$3M
  • ExodusPoint Capital Management, LP$1M

Full exits 3

  • VANGUARD GROUP INC$24M
  • ANCHOR CAPITAL ADVISORS LLC$2M
  • Ancora Advisors LLC$587K

Largest adds

  • MILLENNIUM MANAGEMENT LLC$7M
  • BlackRock, Inc.$4M
  • ROYCE & ASSOCIATES LP$3M
  • BNP PARIBAS FINANCIAL MARKETS$2M
  • GOLDMAN SACHS GROUP INC$2M
  • D. E. Shaw & Co., Inc.$2M

Largest trims

  • UBS Group AG$4M
  • Crawford Fund Management, LLC$3M
  • SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1M
  • JPMORGAN CHASE & CO$1M
  • BARCLAYS PLC$473K
  • MORGAN STANLEY$419K

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
Maren Capital LLC trimmed206,955$59M13.1%2026-Q1
BlackRock, Inc. added143,153$41M9.1%2026-Q1
ROYCE & ASSOCIATES LP added118,287$34M7.5%2026-Q1
Doma Perpetual Capital Management LLC117,354$34M7.4%2026-Q1
SCHWARTZ INVESTMENT COUNSEL INC81,087$23M5.1%2026-Q1
STATE STREET CORP trimmed78,698$22M5.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new74,718$21M4.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed57,500$16M3.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed42,991$12M2.7%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added41,936$12M2.7%2026-Q1
UBS Group AG trimmed41,474$12M2.6%2026-Q1
MILLENNIUM MANAGEMENT LLC added33,987$10M2.2%2026-Q1
MORGAN STANLEY trimmed27,666$8M1.8%2026-Q1
De Lisle Partners LLP26,759$8M1.7%2026-Q1
GOLDMAN SACHS GROUP INC added25,475$7M1.6%2026-Q1
Aptus Capital Advisors, LLC added25,119$7M1.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added15,402$4M1.0%2026-Q1
Crawford Fund Management, LLC trimmed14,659$4M0.9%2026-Q1
MISSION WEALTH MANAGEMENT, LP trimmed14,650$4M0.9%2026-Q1
BESSEMER GROUP INC added14,000$4M0.9%2026-Q1
Russell Investments Group, Ltd. trimmed13,859$4M0.9%2026-Q1
NORTHERN TRUST CORP added13,712$4M0.9%2026-Q1
HENNESSY ADVISORS INC13,000$4M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added12,656$4M0.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new12,545$4M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new12,371$4M0.8%2026-Q1
AMERICAN CENTURY COMPANIES INC added12,163$3M0.8%2026-Q1
Focus Partners Wealth trimmed11,073$3M0.7%2026-Q1
MARSHALL WACE, LLP added9,052$3M0.6%2026-Q1
D. E. Shaw & Co., Inc. added8,913$3M0.6%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added8,333$2M0.5%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed7,626$2M0.5%2026-Q1
Liontrust Investment Partners LLP7,350$2M0.5%2026-Q1
Bank of New York Mellon Corp added7,014$2M0.4%2026-Q1
ExodusPoint Capital Management, LP new5,137$1M0.3%2026-Q1
Quantinno Capital Management LP added4,795$1M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed4,460$1M0.3%2026-Q1
Nuveen, LLC added4,275$1M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added4,000$1M0.3%2026-Q1
JANE STREET GROUP, LLC trimmed3,747$1M0.2%2026-Q1
Invesco Ltd. trimmed3,587$1M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added3,481$995K0.2%2026-Q1
Quantbot Technologies LP added3,444$984K0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed3,388$968K0.2%2026-Q1
Rafferty Asset Management, LLC trimmed3,333$953K0.2%2026-Q1
BARCLAYS PLC trimmed3,282$938K0.2%2026-Q1
SEI INVESTMENTS CO added3,194$913K0.2%2026-Q1
BALDWIN WEALTH PARTNERS LLC/MA trimmed3,181$909K0.2%2026-Q1
CITIGROUP INC trimmed3,156$902K0.2%2026-Q1
Point72 Asset Management, L.P. trimmed3,041$869K0.2%2026-Q1
RFG - Bristol Wealth Advisors, LLC added3,001$858K0.2%2026-Q1
FRANKLIN RESOURCES INC added2,788$797K0.2%2026-Q1
XTX Topco Ltd new2,706$773K0.2%2026-Q1
Creative Planning added2,520$720K0.2%2026-Q1
Numerai GP LLC new2,308$660K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed2,274$650K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,201$629K0.1%2026-Q1
Corient Private Wealth LLC trimmed2,133$610K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new2,115$604K0.1%2026-Q1
RHUMBLINE ADVISERS added2,106$602K0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC2,080$595K0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed1,956$559K0.1%2026-Q1
ALPS ADVISORS INC new1,850$529K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed1,907$528K0.1%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,800$514K0.1%2026-Q1
Marble Harbor Investment Counsel, LLC1,755$502K0.1%2026-Q1
Clean Yield Group trimmed1,635$467K0.1%2026-Q1
Centiva Capital, LP new1,575$450K0.1%2026-Q1
Welch & Forbes LLC1,525$436K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,488$425K0.1%2026-Q1
DEUTSCHE BANK AG\ added1,451$415K0.1%2026-Q1
Aquatic Capital Management LLC trimmed1,385$396K0.1%2026-Q1
FIRST NATIONAL BANK SIOUX FALLS1,230$370K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added1,152$330K0.1%2026-Q1
Vanguard Global Advisers, LLC new1,129$323K0.1%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new1,037$296K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.1,030$292K0.1%2026-Q1
Wallace Capital Management Inc.1,000$286K0.1%2026-Q1
Trexquant Investment LP trimmed976$279K0.1%2026-Q1
SG Americas Securities, LLC trimmed947$271K0.1%2026-Q1
INCEPTIONR LLC added946$270K0.1%2026-Q1
MetLife Investment Management, LLC trimmed915$262K0.1%2026-Q1
Quadrature Capital Ltd trimmed852$244K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added801$229K0.1%2026-Q1
ROYAL BANK OF CANADA added793$226K0.1%2026-Q1
Brevan Howard Capital Management LP new789$226K0.0%2026-Q1
Headlands Technologies LLC new773$221K0.0%2026-Q1
FIRST TRUST ADVISORS LP trimmed772$221K0.0%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH739$211K0.0%2026-Q1
VANGUARD GROUP INC trimmed86,149$24M5.4%2025-Q4 stale
ANCHOR CAPITAL ADVISORS LLC added5,797$2M0.4%2025-Q4 stale
HRT FINANCIAL LP added4,899$1M0.3%2025-Q3 stale
Aristides Capital LLC trimmed3,000$791K0.2%2025-Q3 stale
Ancora Advisors LLC trimmed2,068$587K0.1%2025-Q4 stale
DRW Securities, LLC new2,135$563K0.1%2025-Q3 stale
MACKENZIE FINANCIAL CORP trimmed1,754$463K0.1%2025-Q3 stale
OCCUDO QUANTITATIVE STRATEGIES LP added1,880$451K0.1%2025-Q1 stale
AlphaQuest LLC1,316$374K0.1%2025-Q4 stale
ENVESTNET ASSET MANAGEMENT INC trimmed1,213$344K0.1%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC trimmed816$215K0.0%2025-Q3 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