Who owns HRI (HRI)
Which tracked institutional funds hold HRI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HRI 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
59 tracked funds added or opened HRI while 136 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
HRI’s largest tracked holder by dollar value, FMR 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 HRI 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 301 tracked filers holding HRI, 156 increased or opened the position and 188 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 HRI 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 37
- VANGUARD PORTFOLIO MANAGEMENT LLC$156M
- VANGUARD CAPITAL MANAGEMENT LLC$145M
- COOPER CREEK PARTNERS MANAGEMENT LLC$22M
- VANGUARD FIDUCIARY TRUST CO$22M
- MOORE CAPITAL MANAGEMENT, LP$16M
- Engineers Gate Manager LP$14M
Full exits 26
- VANGUARD GROUP INC$476M
- CASTLEARK MANAGEMENT LLC$7M
- Lisanti Capital Growth, LLC$6M
- Soviero Asset Management, LP$6M
- NEOS Investment Management LLC$5M
- TEMA ETFS LLC$5M
Largest adds
- MARSHALL WACE, LLP$32M
- Nuveen, LLC$13M
- Point72 Asset Management, L.P.$11M
- BANK OF AMERICA CORP /DE/$9M
- BNP PARIBAS FINANCIAL MARKETS$9M
- Pictet Asset Management Holding SA$8M
Largest trims
- Invesco Ltd.$382M
- Capital World Investors$146M
- BlackRock, Inc.$126M
- AMERICAN CENTURY COMPANIES INC$94M
- NORGES BANK$83M
- Freestone Grove Partners LP$75M
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 |
|---|---|---|---|---|
| FMR LLC added | 4,988,154 | $497M | 12.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,533,279 | $252M | 6.3% | 2026-Q1 |
| NORGES BANK trimmed | 1,522,911 | $204M | 5.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,009,877 | $200M | 5.0% | 2026-Q1 |
| Coliseum Capital Management, LLC added | 1,662,062 | $165M | 4.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,567,803 | $156M | 3.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,461,042 | $145M | 3.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,164,022 | $116M | 2.9% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 973,141 | $97M | 2.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 873,338 | $87M | 2.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 818,046 | $81M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 757,543 | $75M | 1.9% | 2026-Q1 |
| STATE STREET CORP added | 747,224 | $74M | 1.9% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 659,927 | $66M | 1.6% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 570,575 | $57M | 1.4% | 2026-Q1 |
| Channing Capital Management, LLC trimmed | 518,276 | $52M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 514,471 | $51M | 1.3% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 492,563 | $49M | 1.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 462,629 | $46M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 432,029 | $43M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 397,739 | $40M | 1.0% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 374,836 | $37M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 374,540 | $37M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 342,448 | $34M | 0.9% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 283,556 | $28M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 280,461 | $28M | 0.7% | 2026-Q1 |
| Nuveen, LLC added | 272,488 | $27M | 0.7% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 260,183 | $26M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 235,320 | $23M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 233,635 | $23M | 0.6% | 2026-Q1 |
| COOPER CREEK PARTNERS MANAGEMENT LLC new | 219,645 | $22M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 216,690 | $22M | 0.5% | 2026-Q1 |
| Capital World Investors trimmed | 174,531 | $17M | 0.4% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 162,772 | $16M | 0.4% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP added | 156,175 | $16M | 0.4% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 150,387 | $15M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 147,216 | $15M | 0.4% | 2026-Q1 |
| Engineers Gate Manager LP added | 143,321 | $14M | 0.4% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 143,263 | $14M | 0.4% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 142,900 | $14M | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 136,417 | $14M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 130,772 | $13M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 129,381 | $13M | 0.3% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 125,599 | $13M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 123,293 | $12M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 115,890 | $12M | 0.3% | 2026-Q1 |
| Ceredex Value Advisors LLC trimmed | 115,675 | $12M | 0.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 112,870 | $11M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 110,804 | $11M | 0.3% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 105,074 | $10M | 0.3% | 2026-Q1 |
| Freestone Grove Partners LP trimmed | 102,848 | $10M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 100,612 | $10M | 0.3% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 99,033 | $10M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 94,067 | $9M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 97,409 | $9M | 0.2% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 87,116 | $9M | 0.2% | 2026-Q1 |
| Capital International Investors | 85,681 | $9M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 82,490 | $8M | 0.2% | 2026-Q1 |
| Pier Capital, LLC trimmed | 67,893 | $7M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC new | 62,618 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 62,557 | $6M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 60,632 | $6M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 54,409 | $5M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 34,319 | $5M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 50,902 | $5M | 0.1% | 2026-Q1 |
| Motley Fool Wealth Management, LLC trimmed | 49,241 | $5M | 0.1% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 47,705 | $5M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 47,148 | $5M | 0.1% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 47,005 | $5M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 45,146 | $4M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 43,764 | $4M | 0.1% | 2026-Q1 |
| Bridgewater Associates, LP added | 43,564 | $4M | 0.1% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP new | 43,073 | $4M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 42,846 | $4M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 40,775 | $4M | 0.1% | 2026-Q1 |
| Blue Zone Wealth Advisors, LLC added | 40,333 | $4M | 0.1% | 2026-Q1 |
| Phocas Financial Corp. trimmed | 38,876 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,205,250 | $476M | 11.9% | 2025-Q4 stale |
| MACQUARIE GROUP LTD added | 591,223 | $69M | 1.7% | 2025-Q3 stale |
| HENNESSY ADVISORS INC trimmed | 272,959 | $36M | 0.9% | 2025-Q2 stale |
| Capital Research Global Investors | 170,649 | $22M | 0.6% | 2025-Q2 stale |
| Hengistbury Investment Partners LLP trimmed | 75,000 | $10M | 0.3% | 2025-Q1 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 74,125 | $10M | 0.2% | 2025-Q1 stale |
| Tidal Investments LLC added | 66,825 | $9M | 0.2% | 2025-Q1 stale |
| ENGINE NO. 1 LLC new | 74,000 | $9M | 0.2% | 2025-Q3 stale |
| CASTLEARK MANAGEMENT LLC added | 45,600 | $7M | 0.2% | 2025-Q4 stale |
| ROYCE & ASSOCIATES LP added | 46,604 | $6M | 0.2% | 2025-Q2 stale |
| Lisanti Capital Growth, LLC added | 39,060 | $6M | 0.1% | 2025-Q4 stale |
| Soviero Asset Management, LP new | 38,000 | $6M | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 38,913 | $5M | 0.1% | 2025-Q1 stale |
| NEOS Investment Management LLC added | 32,596 | $5M | 0.1% | 2025-Q4 stale |
| TEMA ETFS LLC added | 32,596 | $5M | 0.1% | 2025-Q4 stale |
| Impax Asset Management Group plc trimmed | 35,000 | $5M | 0.1% | 2025-Q1 stale |
| RedJay Asset Management Inc. added | 35,000 | $5M | 0.1% | 2025-Q2 stale |
| Federation des caisses Desjardins du Quebec added | 30,724 | $5M | 0.1% | 2025-Q4 stale |
| One Fin Capital Management LP new | 33,462 | $4M | 0.1% | 2025-Q1 stale |
| Paradoxiom Capital L.P. trimmed | 31,608 | $4M | 0.1% | 2025-Q1 stale |
| Allianz Asset Management GmbH trimmed | 27,255 | $4M | 0.1% | 2025-Q4 stale |
| JOHN G ULLMAN & ASSOCIATES INC trimmed | 30,080 | $4M | 0.1% | 2025-Q2 stale |
| Fort Baker Capital Management LP new | 28,343 | $4M | 0.1% | 2025-Q1 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.