AI Holders Summary · Q1 2026

147 institutions reported HLLY in Q1 2026. Allspring Global Investments Holdings, LLC leads at 17.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

Allspring Global Investments Holdings, LLC

CIK 0001890906

$31M9.8M0.05%Q1 2026 02

Boston Partners

CIK 0001386060

$20M6.6M0.02%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$15M4.9M0.00%Q1 2026 04

Blue Owl Capital Holdings LP

CIK 0001858703

$13M4.2M3.49%Q1 2026 05

WASATCH ADVISORS LP

CIK 0000814133

$12M4.9M0.08%Q2 2026 06

BAMCO INC /NY/

CIK 0001017918

$10M3.3M0.03%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$10M3.1M0.00%Q1 2026 08

CLEARLAKE CAPITAL GROUP, L.P.

CIK 0001688282

$8M2.8M1.24%Q1 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$8M2.4M0.00%Q1 2026 10

Hillsdale Investment Management Inc.

CIK 0001368465

$6M1.9M0.16%Q1 2026 11

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M1.9M0.00%Q1 2026 12

Russell Investments Group, Ltd.

CIK 0001692234

$5M1.8M0.01%Q1 2026 13

MARSHALL WACE, LLP

CIK 0001318757

$5M1.3M0.00%Q4 2025 14

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$5M1.6M0.00%Q1 2026 15

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$5M1.5M0.00%Q1 2026 16

FRANKLIN RESOURCES INC

CIK 0000038777

$4M1.4M0.00%Q1 2026 17

STATE STREET CORP

CIK 0000093751

$4M1.4M0.00%Q1 2026 18

MORGAN STANLEY

CIK 0000895421

$4M1.3M0.00%Q1 2026 19

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$3M1.0M0.00%Q1 2026 20

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$3M964K0.06%Q1 2026

Page 1 of 8

127 more holders available. Log in →