| 4 | WELLINGTON MANAGEMENT GROUP LLP | 2.8M | $548.0M | -35.5% | 2.982% | 0.09% |
| 5 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.7M | $530.8M | -4.1% | 2.889% | 0.17% |
| 6 | Fenelon Opportunity Fund Inc. | 2.1M | $390.6M | — | 2.180% | 19.46% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $346.0M | +0.3% | 1.883% | 0.01% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.7M | $336.5M | +2.6% | 1.831% | 0.02% |
| 9 | MORGAN STANLEY | 1.6M | $304.7M | +16.3% | 1.658% | 0.02% |
| 10 | STATE STREET CORP | 1.4M | $277.3M | +2.2% | 1.509% | 0.00% |
| 11 | Veritas Asset Management LLP | 1.3M | $257.1M | -0.7% | 1.399% | 4.62% |
| 12 | ALLIANCEBERNSTEIN L.P. | 1.3M | $192.0M | +96.4% | 1.408% | 0.06% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 826K | $159.7M | +4.3% | 0.871% | 0.01% |
| 14 | GOLDMAN SACHS GROUP INC | 724K | $140.3M | +60.4% | 0.763% | 0.01% |
| 15 | MARSHALL WACE, LLP | 680K | $131.8M | -5.7% | 0.717% | 0.10% |
| 16 | UBS Group AG | 660K | $128.0M | +4.7% | 0.696% | 0.02% |
| 17 | BANK OF AMERICA CORP /DE/ | 556K | $107.7M | -21.8% | 0.586% | 0.01% |
| 18 | AMERIPRISE FINANCIAL INC | 476K | $92.3M | +14.5% | 0.502% | 0.02% |
| 19 | Legal & General Group Plc | 468K | $90.8M | +0.4% | 0.494% | 0.02% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 455K | $88.2M | -0.8% | 0.480% | 0.01% |
| 21 | NORTHERN TRUST CORP | 374K | $72.4M | -0.8% | 0.394% | 0.01% |
| 22 | FMR LLC | 369K | $71.5M | +356.1% | 0.389% | 0.00% |
| 23 | Invesco Ltd. | 357K | $69.3M | +0.9% | 0.377% | 0.01% |
| 24 | PAR CAPITAL MANAGEMENT INC | 339K | $65.6M | 0.0% | 0.357% | 1.63% |
| 25 | DIMENSIONAL FUND ADVISORS LP | 333K | $64.6M | +0.5% | 0.351% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in H — a direct measure of their conviction.
| 70.19% |
| +24.09 pp |
| $8.27B |
| +17% |
| Q4 2024 | 437 | +3.1% | 46.10% | +0.09 pp | $7.04B | +7.6% |
| Q3 2024 | 424 | — | 46.01% | — | $6.55B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
78 institutions opened new positions in H during Q2 2026, while 43 fully exited. 382 added to existing positions and 54 trimmed.
H institutional ownership rose by 1.26 percentage points quarter-over-quarter, with a net change of +42 holders.
The top 10 institutions account for 61.6% of all reported 13F value in H, and the top 25 account for 79.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.