Who owns Holley (HLLY)
Which tracked institutional funds hold HLLY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HLLY 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.
How the tape is positioned
The tracked-fund tape on HLLY is one-sided between 2026-Q1 and 2026-Q2: 8 added or opened and 33 trimmed or exited — on balance reducing.
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
HLLY’s largest tracked holder by dollar value, Allspring Global Investments Holdings, LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HLLY 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 136 tracked filers holding HLLY, 61 increased or opened the position and 82 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 HLLY 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 3
- NORGES BANK$1M
- Penn Capital Management Company, LLC$628K
- ExodusPoint Capital Management, LP$517K
Full exits 3
- ALGERT GLOBAL LLC$2M
- MILLENNIUM MANAGEMENT LLC$2M
- CenterBook Partners LP$1M
Largest adds
- GOLDMAN SACHS GROUP INC$2M
- WASATCH ADVISORS LP$1M
- PANAGORA ASSET MANAGEMENT INC$1M
- Vanguard Global Advisers, LLC$539K
- FRANKLIN RESOURCES INC$420K
Largest trims
- Allspring Global Investments Holdings, LLC$7M
- Boston Partners$2M
- Blue Owl Capital Holdings LP$2M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
- BAMCO INC /NY/$2M
- JPMORGAN CHASE & CO$2M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC trimmed | 9,807,451 | $24M | 12.9% | 2026-Q2 |
| Boston Partners added | 7,005,583 | $18M | 9.6% | 2026-Q2 |
| BlackRock, Inc. added | 5,631,764 | $14M | 7.7% | 2026-Q2 |
| WASATCH ADVISORS LP added | 4,887,038 | $12M | 6.7% | 2026-Q2 |
| Blue Owl Capital Holdings LP added | 4,376,888 | $11M | 6.0% | 2026-Q2 |
| BAMCO INC /NY/ | 3,250,000 | $8M | 4.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,151,020 | $8M | 4.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,894,741 | $7M | 4.0% | 2026-Q2 |
| CLEARLAKE CAPITAL GROUP, L.P. | 2,750,000 | $7M | 3.8% | 2026-Q2 |
| LMR Partners LLP | 2,242,360 | $57K | 0.0% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 2,021,361 | $5M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,818,851 | $5M | 2.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,809,963 | $5M | 2.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,746,533 | $4M | 2.4% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 1,586,315 | $4M | 2.2% | 2026-Q2 |
| STATE STREET CORP added | 1,450,443 | $4M | 2.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,318,247 | $3M | 1.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,294,586 | $3M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,170,961 | $3M | 1.6% | 2026-Q2 |
| Skylands Capital, LLC added | 1,069,829 | $3M | 1.5% | 2026-Q2 |
| TORONTO DOMINION BANK | 998,762 | $37K | 0.0% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 995,316 | $3M | 1.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 952,620 | $2M | 1.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 938,880 | $2M | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 888,208 | $2M | 1.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 747,400 | $2M | 1.0% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 602,000 | $2M | 0.8% | 2026-Q2 |
| Empowered Funds, LLC added | 588,016 | $1M | 0.8% | 2026-Q2 |
| SEI INVESTMENTS CO added | 577,115 | $1M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 569,929 | $1M | 0.8% | 2026-Q2 |
| Mink Brook Asset Management LLC | 551,738 | $1M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 506,770 | $1M | 0.7% | 2026-Q2 |
| First Eagle Investment Management, LLC trimmed | 455,797 | $1M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 446,330 | $1M | 0.6% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 418,694 | $1M | 0.6% | 2026-Q2 |
| NORGES BANK new | 412,500 | $1M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 408,317 | $1M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 401,849 | $1M | 0.5% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 340,868 | $869K | 0.5% | 2026-Q2 |
| ADVISORY RESEARCH INC trimmed | 315,821 | $805K | 0.4% | 2026-Q2 |
| Saba Capital Management, L.P. | 298,716 | $11K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 272,525 | $695K | 0.4% | 2026-Q2 |
| Penn Capital Management Company, LLC new | 246,360 | $628K | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 223,541 | $570K | 0.3% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 202,774 | $517K | 0.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 140,738 | $359K | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 132,800 | $339K | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 124,638 | $318K | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 120,626 | $308K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 110,686 | $282K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 93,357 | $238K | 0.1% | 2026-Q2 |
| Western Standard LLC new | 92,896 | $237K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 86,890 | $267K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 86,141 | $220K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 80,715 | $206K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 76,268 | $194K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 71,052 | $181K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 71,018 | $181K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP new | 70,176 | $179K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 69,800 | $178K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 64,252 | $164K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 55,266 | $141K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 52,363 | $134K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 52,333 | $133K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 49,811 | $127K | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC added | 48,574 | $124K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 39,881 | $102K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO new | 38,530 | $98K | 0.1% | 2026-Q2 |
| R Squared Ltd added | 36,786 | $94K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 35,995 | $92K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 33,176 | $86K | 0.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 29,823 | $76K | 0.0% | 2026-Q2 |
| Centiva Capital, LP trimmed | 27,057 | $69K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 25,673 | $65K | 0.0% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 24,829 | $63K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 23,424 | $60K | 0.0% | 2026-Q2 |
| Creative Planning trimmed | 21,653 | $55K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 20,556 | $52K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 20,249 | $52K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 18,819 | $48K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 16,899 | $43K | 0.0% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 16,585 | $42K | 0.0% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC trimmed | 12,423 | $32K | 0.0% | 2026-Q2 |
| M&T Bank Corp trimmed | 11,960 | $30K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,732 | $30K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 11,573 | $30K | 0.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 11,430 | $29K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 10,445 | $27K | 0.0% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 10,238 | $26K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 9,420 | $24K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 6,835 | $17K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 5,409 | $14K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 5,177 | $13K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC added | 5,000 | $13K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 4,886 | $12K | 0.0% | 2026-Q2 |
| SUMMIT SECURITIES GROUP LLC new | 3,388 | $9K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 3,000 | $8K | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC new | 2,801 | $7K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 2,398 | $6K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,555 | $4K | 0.0% | 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.
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.