Who owns HLLY (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-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
13 tracked funds added or opened HLLY while 38 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
HLLY’s largest tracked holder by dollar value, Allspring Global Investments Holdings, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp 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 2025-Q4 and 2026-Q1, across 147 tracked filers holding HLLY, 80 increased or opened the position and 62 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 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 4
- VANGUARD CAPITAL MANAGEMENT LLC$10M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- CenterBook Partners LP$1M
- VANGUARD FIDUCIARY TRUST CO$1M
Full exits 3
- VANGUARD GROUP INC$18M
- Informed Momentum Co LLC$842K
- TWO SIGMA ADVISERS, LP$771K
Largest adds
- ALGERT GLOBAL LLC$2M
- Qube Research & Technologies Ltd$2M
- AQR CAPITAL MANAGEMENT LLC$2M
- D. E. Shaw & Co., Inc.$1M
- UBS Group AG$446K
- PRUDENTIAL FINANCIAL INC$285K
Largest trims
- Allspring Global Investments Holdings, LLC$9M
- ADVISORY RESEARCH INC$7M
- Boston Partners$6M
- BlackRock, Inc.$5M
- Blue Owl Capital Holdings LP$4M
- WASATCH ADVISORS LP$4M
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 |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC added | 9,823,903 | $31M | 12.0% | 2026-Q1 |
| Boston Partners added | 6,614,540 | $20M | 7.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 4,873,069 | $15M | 5.8% | 2026-Q1 |
| Blue Owl Capital Holdings LP added | 4,236,888 | $13M | 5.1% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 3,617,782 | $11M | 4.3% | 2026-Q1 |
| BAMCO INC /NY/ | 3,250,000 | $10M | 3.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,124,442 | $10M | 3.7% | 2026-Q1 |
| CLEARLAKE CAPITAL GROUP, L.P. | 2,750,000 | $8M | 3.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,447,266 | $8M | 2.9% | 2026-Q1 |
| Hillsdale Investment Management Inc. added | 1,929,461 | $6M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,882,366 | $6M | 2.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,755,604 | $5M | 2.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,646,748 | $5M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,549,486 | $5M | 1.9% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,366,661 | $4M | 1.6% | 2026-Q1 |
| STATE STREET CORP added | 1,365,641 | $4M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 1,327,293 | $4M | 1.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,036,003 | $3M | 1.2% | 2026-Q1 |
| Skylands Capital, LLC trimmed | 993,850 | $3M | 1.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 963,570 | $3M | 1.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 873,100 | $3M | 1.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 856,586 | $3M | 1.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 837,377 | $3M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 754,119 | $2M | 0.9% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 746,777 | $2M | 0.9% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 709,202 | $2M | 0.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 694,893 | $2M | 0.8% | 2026-Q1 |
| Empowered Funds, LLC added | 556,270 | $2M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 572,687 | $2M | 0.7% | 2026-Q1 |
| Mink Brook Asset Management LLC | 551,738 | $2M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 540,830 | $2M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 507,051 | $2M | 0.6% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 480,797 | $1M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 478,995 | $1M | 0.6% | 2026-Q1 |
| CenterBook Partners LP new | 469,293 | $1M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 383,454 | $1M | 0.5% | 2026-Q1 |
| ADVISORY RESEARCH INC trimmed | 326,561 | $1M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 309,144 | $949K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 252,398 | $775K | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 236,020 | $725K | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 201,730 | $619K | 0.2% | 2026-Q1 |
| Parafestas Anastasios | 166,000 | $510K | 0.2% | 2026-Q1 |
| UBS Group AG added | 161,776 | $497K | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 154,610 | $475K | 0.2% | 2026-Q1 |
| FORMULA GROWTH LTD | 138,520 | $425K | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 138,394 | $425K | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 136,984 | $421K | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 133,296 | $409K | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 125,921 | $387K | 0.2% | 2026-Q1 |
| State of Wyoming added | 125,425 | $385K | 0.2% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 121,943 | $374K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 114,356 | $351K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 108,890 | $334K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 107,677 | $331K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 106,051 | $326K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 96,386 | $296K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 85,082 | $261K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 62,530 | $258K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 79,763 | $245K | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD new | 69,800 | $214K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 68,237 | $209K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 64,265 | $197K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 56,202 | $173K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 52,363 | $161K | 0.1% | 2026-Q1 |
| LMR Partners LLP | 2,242,360 | $151K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 44,755 | $137K | 0.1% | 2026-Q1 |
| Centiva Capital, LP added | 43,901 | $135K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 36,382 | $112K | 0.0% | 2026-Q1 |
| Focus Partners Wealth added | 33,777 | $104K | 0.0% | 2026-Q1 |
| R Squared Ltd added | 33,606 | $103K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 29,463 | $90K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 4,264,383 | $18M | 6.9% | 2025-Q4 stale |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 5,659,675 | $11M | 4.4% | 2025-Q2 stale |
| Roubaix Capital, LLC trimmed | 774,304 | $2M | 0.9% | 2025-Q3 stale |
| Monashee Investment Management LLC added | 350,000 | $1M | 0.4% | 2025-Q3 stale |
| Informed Momentum Co LLC new | 203,929 | $842K | 0.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 186,700 | $771K | 0.3% | 2025-Q4 stale |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC new | 180,594 | $567K | 0.2% | 2025-Q3 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 263,466 | $527K | 0.2% | 2025-Q2 stale |
| FIRST TRUST ADVISORS LP added | 184,531 | $369K | 0.1% | 2025-Q2 stale |
| POLEN CAPITAL MANAGEMENT LLC new | 77,032 | $318K | 0.1% | 2025-Q4 stale |
| BAILARD, INC. new | 86,400 | $271K | 0.1% | 2025-Q3 stale |
| Quantbot Technologies LP added | 55,899 | $231K | 0.1% | 2025-Q4 stale |
| NEUBERGER BERMAN GROUP LLC trimmed | 111,458 | $223K | 0.1% | 2025-Q2 stale |
| Daiwa Securities Group Inc. trimmed | 104,625 | $209K | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC trimmed | 65,036 | $204K | 0.1% | 2025-Q3 stale |
| Verition Fund Management LLC added | 47,831 | $198K | 0.1% | 2025-Q4 stale |
| SG Americas Securities, LLC added | 47,575 | $196K | 0.1% | 2025-Q4 stale |
| STIFEL FINANCIAL CORP trimmed | 83,549 | $167K | 0.1% | 2025-Q2 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 34,912 | $144K | 0.1% | 2025-Q4 stale |
| Ghisallo Capital Management LLC new | 45,686 | $143K | 0.1% | 2025-Q3 stale |
| Sonoma Allocations LLC new | 29,413 | $120K | 0.0% | 2025-Q4 stale |
| M&T Bank Corp trimmed | 56,274 | $113K | 0.0% | 2025-Q2 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 35,924 | $113K | 0.0% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC | 33,401 | $105K | 0.0% | 2025-Q3 stale |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 33,401 | $105K | 0.0% | 2025-Q3 stale |
| Balyasny Asset Management L.P. trimmed | 24,650 | $102K | 0.0% | 2025-Q4 stale |
| KPP Advisory Services LLC new | 38,607 | $99K | 0.0% | 2025-Q1 stale |
| Round Rock Advisors, LLC new | 33,168 | $97K | 0.0% | 2025-Q3 stale |
| Walleye Capital LLC trimmed | 29,233 | $92K | 0.0% | 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.
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.