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Institutional Ownership · SEC Form 13F

Who owns THY (THY)


Which tracked institutional funds hold THY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See THY 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.

106
Institutional holders
14,037,779
Shares held (tracked funds)

How the tape is positioned

9 tracked funds added or opened THY while 15 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

THY’s largest tracked holder by dollar value, Orion Porfolio Solutions, LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in THY 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 67 tracked filers holding THY, 39 increased or opened the position and 27 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 THY 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

  • VestGen Advisors, LLC$16M
  • Spartan Wealth Advisory Services LLC$10M
  • Independent Advisor Alliance$9M
  • OLD MISSION CAPITAL LLC$500K

Full exits 2

  • Thrivent Financial for Lutherans$4M
  • PFG Advisors$583K

Largest adds

  • TCP Asset Management, LLC$23M
  • ENVESTNET ASSET MANAGEMENT INC$11M
  • MML INVESTORS SERVICES, LLC$4M
  • Donoghue Forlines LLC$3M
  • GTS SECURITIES LLC$1M

Largest trims

  • Strategic Equity Management$32M
  • MONEYWISE, INC.$16M
  • Orion Porfolio Solutions, LLC$4M
  • Visionary Horizons, LLC$3M
  • OSAIC HOLDINGS, INC.$2M
  • Cambridge Investment Research Advisors, Inc.$683K

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).

FundSharesReported value% of valueQuarter
Orion Porfolio Solutions, LLC added1,947,613$69M32.4%2026-Q1
HFG Wealth Management, LLC trimmed328,552$12M5.5%2026-Q1
Spartan Wealth Advisory Services LLC new404,521$10M4.7%2026-Q1
Independent Advisor Alliance new261,114$9M4.3%2026-Q1
VestGen Advisors, LLC new337,417$8M3.8%2026-Q1
Visionary Horizons, LLC trimmed194,950$7M3.2%2026-Q1
Capital Analysts, LLC added173,211$6M2.9%2026-Q1
Sigma Planning Corp added220,047$6M2.8%2026-Q1
Donoghue Forlines LLC added197,040$5M2.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed106,729$4M1.8%2026-Q1
RPg Family Wealth Advisory, LLC added171,548$4M1.8%2026-Q1
CreativeOne Wealth, LLC added89,061$3M1.5%2026-Q1
CFS Investment Advisory Services, LLC trimmed83,781$3M1.5%2026-Q1
Strategic Equity Management trimmed80,324$3M1.3%2026-Q1
TOEWS CORP /ADV added79,713$3M1.3%2026-Q1
Ausdal Financial Partners, Inc. trimmed113,108$2M1.2%2026-Q1
RPS ADVISORY SOLUTIONS LLC added111,153$2M1.1%2026-Q1
Dynamic Advisor Solutions LLC trimmed55,682$2M0.9%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added53,332$2M0.9%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added49,169$1M0.6%2026-Q1
LPL Financial LLC added53,493$1M0.6%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed24,889$880K0.4%2026-Q1
TCP Asset Management, LLC trimmed24,805$877K0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed26,876$719K0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed17,628$623K0.3%2026-Q1
Geneos Wealth Management Inc. added25,747$566K0.3%2026-Q1
MONEYWISE, INC. trimmed15,777$558K0.3%2026-Q1
Mutual Advisors, LLC added22,261$555K0.3%2026-Q1
OLD MISSION CAPITAL LLC trimmed14,151$500K0.2%2026-Q1
Virtu Financial LLC added12,443$440K0.2%2026-Q1
Financial Gravity Asset Management, Inc. added17,334$425K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed11,417$403K0.2%2026-Q1
Capital Planning LLC11,069$391K0.2%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new15,568$388K0.2%2026-Q1
Kestra Advisory Services, LLC added9,521$336K0.2%2026-Q1
Cetera Investment Advisers trimmed9,406$332K0.2%2026-Q1
GWN SECURITIES INC. trimmed9,235$326K0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed13,610$326K0.2%2026-Q1
Silver Grove Financial Group, Inc. trimmed8,132$287K0.1%2026-Q1
Atria Investments, Inc trimmed11,595$284K0.1%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new7,340$271K0.1%2026-Q1
Envestnet Portfolio Solutions, Inc. added10,078$251K0.1%2026-Q1
GeoWealth Management, LLC trimmed7,082$250K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed11,137$245K0.1%2026-Q1
WORLD EQUITY GROUP, INC. new9,919$243K0.1%2026-Q1
PARK AVENUE SECURITIES LLC new9,647$240K0.1%2026-Q1
Ocean Park Asset Management, LLC added8,631$215K0.1%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC5,831$206K0.1%2026-Q1
Gotham Asset Management, LLC new10,843$205K0.1%2026-Q1
GTS SECURITIES LLC trimmed9,222$203K0.1%2026-Q1
MORGAN STANLEY added4,906$173K0.1%2026-Q1
CENTAURUS FINANCIAL, INC. new3,139$111K0.1%2026-Q1
Farther Finance Advisors, LLC added4,201$105K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.2,969$105K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed1,750$62K0.0%2026-Q1
PRIVATE TRUST CO NA1,499$55K0.0%2026-Q1
Wellington Grp LLC new1,455$36K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added911$32K0.0%2026-Q1
Sound Income Strategies, LLC new844$30K0.0%2026-Q1
Steward Partners Investment Advisory, LLC new1,000$24K0.0%2026-Q1
HARBOUR INVESTMENTS, INC.597$15K0.0%2026-Q1
IFP Advisors, Inc trimmed527$12K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC.233$8K0.0%2026-Q1
UBS Group AG trimmed210$5K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed150$4K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added98$3K0.0%2026-Q1
ASSETMARK, INC trimmed38$8350.0%2026-Q1
Orion Portfolio Solutions, LLC added945,357$21M9.8%2025-Q1 stale
Freedom Investment Management, Inc. trimmed281,164$9M4.4%2025-Q2 stale
Thrivent Financial for Lutherans trimmed114,192$4M2.0%2025-Q4 stale
PFG Advisors trimmed15,833$583K0.3%2025-Q4 stale
Cooper Financial Group added15,616$494K0.2%2025-Q1 stale
Financial Gravity Companies, Inc. added16,582$415K0.2%2025-Q2 stale
OneAscent Wealth Management LLC trimmed9,915$314K0.1%2025-Q1 stale
Spire Wealth Management11,826$298K0.1%2025-Q1 stale
CITADEL ADVISORS LLC trimmed13,476$296K0.1%2025-Q1 stale
TOWNSQUARE CAPITAL LLC trimmed13,133$288K0.1%2025-Q1 stale
Smith Anglin Financial, LLC new8,316$279K0.1%2025-Q2 stale
Diversify Advisory Services, LLC new6,817$254K0.1%2025-Q4 stale
OneDigital Investment Advisors LLC trimmed8,440$213K0.1%2025-Q1 stale
CWM, LLC2,289$51K0.0%2025-Q2 stale
TRUST CO OF VERMONT new337$8K0.0%2025-Q3 stale
Motiv8 Investments LLC new86$1K0.0%2025-Q4 stale
Camelot Portfolios, LLC trimmed21$7730.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership