Who owns HNI (HNI)
Which tracked institutional funds hold HNI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HNI 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.
Conviction spread
HNI’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HNI 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, we do not read how tracked institutions changed their HNI positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. 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
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 10,684,086 | $432M | 17.5% | 2026-Q2 |
| FMR LLC added | 10,634,660 | $430M | 17.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,777,146 | $193M | 7.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,217,303 | $130M | 5.3% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 2,924,923 | $118M | 4.8% | 2026-Q2 |
| STATE STREET CORP added | 2,796,204 | $113M | 4.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,548,082 | $103M | 4.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,348,257 | $95M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,877,156 | $76M | 3.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,499,640 | $61M | 2.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,048,534 | $42M | 1.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 940,053 | $38M | 1.5% | 2026-Q2 |
| MORGAN STANLEY added | 919,563 | $37M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 907,229 | $37M | 1.5% | 2026-Q2 |
| Nuveen, LLC added | 843,980 | $34M | 1.4% | 2026-Q2 |
| COOKE & BIELER LP trimmed | 798,957 | $32M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 664,212 | $27M | 1.1% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 620,309 | $25M | 1.0% | 2026-Q2 |
| Front Street Capital Management, Inc. added | 580,610 | $23M | 1.0% | 2026-Q2 |
| LONE PEAK GLOBAL INVESTORS LLC trimmed | 536,672 | $22M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 466,909 | $19M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 419,515 | $17M | 0.7% | 2026-Q2 |
| Pillsbury Lake Capital LLC added | 412,808 | $17M | 0.7% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 411,758 | $17M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 389,107 | $16M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 377,033 | $15M | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 358,918 | $15M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 313,109 | $13M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 298,958 | $12M | 0.5% | 2026-Q2 |
| BARCLAYS PLC trimmed | 292,062 | $12M | 0.5% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 287,926 | $12M | 0.5% | 2026-Q2 |
| Medina Value Partners, LLC trimmed | 253,460 | $10M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 239,910 | $10M | 0.4% | 2026-Q2 |
| SG Capital Management LLC added | 222,882 | $9M | 0.4% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC added | 222,233 | $9M | 0.4% | 2026-Q2 |
| ProShare Advisors LLC added | 211,564 | $9M | 0.3% | 2026-Q2 |
| Douglas Lane & Associates, LLC added | 206,841 | $8M | 0.3% | 2026-Q2 |
| Conversant Capital LLC new | 185,000 | $7M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 176,841 | $7M | 0.3% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 173,552 | $7M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 168,844 | $7M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 158,544 | $6M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 143,205 | $6M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 136,555 | $6M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 135,829 | $5M | 0.2% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 119,243 | $5M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 117,378 | $5M | 0.2% | 2026-Q2 |
| Bastion Asset Management Inc. new | 103,713 | $4M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 101,354 | $4M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 99,976 | $4M | 0.2% | 2026-Q2 |
| Burnham & Co LLC new | 99,589 | $4M | 0.2% | 2026-Q2 |
| SEB Asset Management AB trimmed | 98,142 | $4M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 96,900 | $4M | 0.2% | 2026-Q2 |
| Atom Investors LP added | 93,877 | $4M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 89,524 | $4M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 88,825 | $3M | 0.1% | 2026-Q2 |
| Boston Partners trimmed | 87,020 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 77,580 | $3M | 0.1% | 2026-Q2 |
| S.A. Mason LLC new | 75,976 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 74,100 | $3M | 0.1% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 73,049 | $3M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 72,877 | $3M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 72,292 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 66,928 | $3M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 65,328 | $3M | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 64,204 | $3M | 0.1% | 2026-Q2 |
| OXFORD FINANCIAL GROUP, LTD. LLC added | 63,690 | $3M | 0.1% | 2026-Q2 |
| Creative Planning added | 62,834 | $3M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 62,481 | $3M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 60,395 | $2M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 58,889 | $2M | 0.1% | 2026-Q2 |
| GRACE & WHITE INC /NY added | 58,455 | $2M | 0.1% | 2026-Q2 |
| DMKC Advisory Services, LLC new | 58,324 | $2M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 56,184 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 55,100 | $2M | 0.1% | 2026-Q2 |
| IRONWOOD INVESTMENT MANAGEMENT LLC new | 52,031 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 49,227 | $2M | 0.1% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 46,315 | $2M | 0.1% | 2026-Q2 |
| Polaris Capital Management, LLC added | 44,500 | $2M | 0.1% | 2026-Q2 |
| SAPIENT CAPITAL LLC | 44,144 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 42,182 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 41,299 | $2M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 39,950 | $2M | 0.1% | 2026-Q2 |
| VARCOV Co. new | 37,862 | $2M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 36,700 | $1M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 35,922 | $1M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 34,637 | $1M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 33,327 | $1M | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 32,365 | $1M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 31,904 | $1M | 0.1% | 2026-Q2 |
| Louisiana State Employees Retirement System | 30,800 | $1M | 0.0% | 2026-Q2 |
| Curi Capital, LLC new | 30,399 | $1M | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 28,552 | $1M | 0.0% | 2026-Q2 |
| NICOLET BANKSHARES INC trimmed | 28,114 | $1M | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 27,893 | $1M | 0.0% | 2026-Q2 |
| ALLSTATE CORP new | 27,102 | $1M | 0.0% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 26,461 | $1M | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 25,666 | $1M | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 25,501 | $1M | 0.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 25,473 | $1M | 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.