Who owns HLTC (HLTC)
Which tracked institutional funds hold HLTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HLTC 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
110 tracked funds added or opened HLTC while 95 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
HLTC’s largest tracked holder by dollar value, COHEN & STEERS, INC., sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HLTC 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 532 tracked filers holding HLTC, 280 increased or opened the position and 213 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 HLTC 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 23
- VANGUARD PORTFOLIO MANAGEMENT LLC$576M
- VANGUARD CAPITAL MANAGEMENT LLC$322M
- VANGUARD FIDUCIARY TRUST CO$46M
- Man Group plc$7M
- Edgestream Partners, L.P.$6M
- VANGUARD ASSET MANAGEMENT, Ltd$6M
Full exits 20
- VANGUARD GROUP INC$925M
- 8 KNOTS MANAGEMENT, LLC$30M
- Balyasny Asset Management L.P.$7M
- Bayhunt Capital LLC$6M
- Archon Capital Management LLC$5M
- COMERICA BANK$5M
Largest adds
- Resolution Capital Ltd$100M
- MILLENNIUM MANAGEMENT LLC$41M
- GOLDMAN SACHS GROUP INC$38M
- FMR LLC$31M
- Gotham Asset Management, LLC$27M
- JUPITER ASSET MANAGEMENT LTD$26M
Largest trims
- BlackRock, Inc.$212M
- Starboard Value LP$98M
- COHEN & STEERS, INC.$63M
- DEUTSCHE BANK AG\$62M
- Invesco Ltd.$59M
- CANADA PENSION PLAN INVESTMENT BOARD$50M
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 |
|---|---|---|---|---|
| COHEN & STEERS, INC. trimmed | 52,446,482 | $891M | 17.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 45,735,077 | $777M | 14.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 15,572,090 | $265M | 5.1% | 2026-Q1 |
| Resolution Capital Ltd added | 14,034,367 | $238M | 4.6% | 2026-Q1 |
| APG Asset Management US Inc. trimmed | 10,223,995 | $175M | 3.4% | 2026-Q1 |
| Daiwa Securities Group Inc. trimmed | 8,422,975 | $143M | 2.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 7,330,756 | $125M | 2.4% | 2026-Q1 |
| RUSH ISLAND MANAGEMENT, LP trimmed | 7,225,362 | $123M | 2.4% | 2026-Q1 |
| Starboard Value LP trimmed | 6,821,267 | $116M | 2.2% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC added | 6,428,867 | $109M | 2.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,715,357 | $96M | 1.8% | 2026-Q1 |
| PGGM Investments trimmed | 5,607,134 | $95M | 1.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,846,133 | $90M | 1.7% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 4,272,658 | $78M | 1.5% | 2026-Q1 |
| NORGES BANK added | 4,560,384 | $77M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 4,368,543 | $74M | 1.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 3,536,787 | $60M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,498,128 | $59M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 3,270,789 | $56M | 1.1% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 3,209,167 | $55M | 1.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 2,819,125 | $52M | 1.0% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 2,672,214 | $50M | 0.9% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,840,955 | $48M | 0.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,508,427 | $47M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,400,681 | $45M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,165,744 | $40M | 0.8% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 2,143,237 | $40M | 0.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,294,869 | $39M | 0.7% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 2,254,872 | $38M | 0.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,044,596 | $38M | 0.7% | 2026-Q1 |
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 2,225,430 | $38M | 0.7% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,966,726 | $33M | 0.6% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 1,522,463 | $28M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,405,952 | $26M | 0.5% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,415,099 | $24M | 0.5% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 1,315,096 | $22M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 1,172,404 | $22M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,161,222 | $22M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,062,455 | $20M | 0.4% | 2026-Q1 |
| SKBA CAPITAL MANAGEMENT LLC added | 1,111,838 | $19M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,097,982 | $19M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 997,108 | $18M | 0.4% | 2026-Q1 |
| Marathon Asset Management Ltd added | 971,467 | $18M | 0.3% | 2026-Q1 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC trimmed | 1,048,205 | $18M | 0.3% | 2026-Q1 |
| Marble Harbor Investment Counsel, LLC trimmed | 917,607 | $16M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 917,031 | $16M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 893,433 | $15M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 871,719 | $15M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 817,302 | $14M | 0.3% | 2026-Q1 |
| CSM Advisors, LLC added | 747,924 | $14M | 0.3% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 739,509 | $14M | 0.3% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC added | 796,727 | $14M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 783,371 | $13M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 778,739 | $13M | 0.3% | 2026-Q1 |
| Northside Capital Management, LLC trimmed | 709,463 | $12M | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 706,302 | $12M | 0.2% | 2026-Q1 |
| Apollo Management Holdings, L.P. added | 677,181 | $12M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 617,508 | $11M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 548,977 | $9M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 542,500 | $9M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 519,174 | $9M | 0.2% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 474,535 | $9M | 0.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 472,290 | $9M | 0.2% | 2026-Q1 |
| Hillsdale Investment Management Inc. added | 461,510 | $9M | 0.2% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 458,556 | $9M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 448,146 | $8M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 479,777 | $8M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 476,259 | $8M | 0.2% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 457,600 | $8M | 0.1% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 455,482 | $8M | 0.1% | 2026-Q1 |
| Man Group plc added | 437,224 | $7M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 427,672 | $7M | 0.1% | 2026-Q1 |
| METEORA CAPITAL, LLC | 539,447 | $7M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 375,130 | $7M | 0.1% | 2026-Q1 |
| Public Sector Pension Investment Board added | 371,798 | $7M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 396,973 | $7M | 0.1% | 2026-Q1 |
| Aberdeen Group plc trimmed | 386,919 | $7M | 0.1% | 2026-Q1 |
| Edgestream Partners, L.P. added | 382,013 | $6M | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 379,678 | $6M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 334,850 | $6M | 0.1% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 322,746 | $6M | 0.1% | 2026-Q1 |
| STANSBERRY ASSET MANAGEMENT, LLC added | 302,761 | $6M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,478,768 | $143M | 2.7% | 2025-Q4 stale |
| DEPRINCE RACE & ZOLLO INC added | 2,584,855 | $44M | 0.8% | 2025-Q1 stale |
| 8 KNOTS MANAGEMENT, LLC trimmed | 1,592,565 | $30M | 0.6% | 2025-Q4 stale |
| Gillson Capital LP added | 1,793,926 | $28M | 0.5% | 2025-Q2 stale |
| Freestone Grove Partners LP new | 1,189,340 | $19M | 0.4% | 2025-Q2 stale |
| BEACH INVESTMENT COUNSEL INC/PA trimmed | 1,109,343 | $19M | 0.4% | 2025-Q1 stale |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 941,911 | $15M | 0.3% | 2025-Q2 stale |
| Assenagon Asset Management S.A. added | 746,485 | $11M | 0.2% | 2025-Q2 stale |
| Lighthouse Investment Partners, LLC trimmed | 506,000 | $9M | 0.2% | 2025-Q3 stale |
| Financial Harvest, LLC new | 259,977 | $9M | 0.2% | 2025-Q1 stale |
| COUNTRY CLUB BANK trimmed | 462,497 | $8M | 0.2% | 2025-Q3 stale |
| Impax Asset Management Group plc | 440,000 | $7M | 0.1% | 2025-Q1 stale |
| HEARTLAND ADVISORS INC trimmed | 482,325 | $7M | 0.1% | 2025-Q2 stale |
| Foundry Partners, LLC trimmed | 665,307 | $7M | 0.1% | 2025-Q1 stale |
| Balyasny Asset Management L.P. added | 346,434 | $7M | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 391,428 | $7M | 0.1% | 2025-Q1 stale |
| Bayhunt Capital LLC new | 366,753 | $6M | 0.1% | 2025-Q4 stale |
| Eisler Capital Management Ltd. new | 367,174 | $6M | 0.1% | 2025-Q2 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.