| 0.00% |
| 4 | STATE STREET CORP | 2.9M | $71.6M | +3.4% | 4.249% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 2.7M | $65.4M | +6.1% | 3.878% | 0.03% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $62.9M | +25.3% | 3.733% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 2.5M | $61.0M | +3.5% | 3.621% | 0.01% |
| 8 | FMR LLC | 2.3M | $56.4M | +16.8% | 3.347% | 0.00% |
| 9 | AMERIPRISE FINANCIAL INC | 2.3M | $55.4M | +4.1% | 3.286% | 0.01% |
| 10 | ROYCE & ASSOCIATES LP | 2.2M | $55.0M | +4.5% | 3.263% | 0.44% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.4M | $35.4M | +2.6% | 2.103% | 0.02% |
| 12 | FRANKLIN RESOURCES INC | 1.2M | $30.6M | +7.2% | 1.813% | 0.01% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $28.6M | -11.9% | 1.698% | 0.00% |
| 14 | Nuveen, LLC | 1.1M | $27.7M | -3.8% | 1.643% | 0.01% |
| 15 | MORGAN STANLEY | 1.0M | $25.8M | +3.9% | 1.529% | 0.00% |
| 16 | Invesco Ltd. | 995K | $24.4M | +20.4% | 1.449% | 0.00% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 975K | $23.7M | -10.3% | 1.421% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 963K | $23.6M | -19.0% | 1.403% | 0.00% |
| 19 | Qube Research & Technologies Ltd | 941K | $23.1M | -5.6% | 1.371% | 0.02% |
| 20 | Jupiter Topco LLC | 912K | $22.4M | — | 1.329% | 0.01% |
| 21 | MACKENZIE FINANCIAL CORP | 857K | $21.0M | -67.9% | 1.248% | 0.02% |
| 22 | Marathon Asset Management Ltd | 760K | $18.7M | -21.8% | 1.107% | 0.76% |
| 23 | NORTHERN TRUST CORP | 744K | $18.3M | +10.3% | 1.084% | 0.00% |
| 24 | PALISADE CAPITAL MANAGEMENT, LP | 727K | $17.8M | -52.3% | 1.059% | 0.78% |
| 25 | KENNEDY CAPITAL MANAGEMENT LLC | 726K | $17.8M | -1.9% | 1.057% | 0.32% |
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 HCSG — a direct measure of their conviction.
| 109.08% |
| 21.69 pp |
| $737M |
| 39% |
| Q4 2024 | 198 | 1.5% | 130.77% | +23.07 pp | $1.21B | +52% |
| Q3 2024 | 201 | — | 107.70% | — | $795M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
44 institutions opened new positions in HCSG during Q2 2026, while 28 fully exited. 197 added to existing positions and 26 trimmed.
HCSG institutional ownership fell by 0.98 percentage points quarter-over-quarter, with a net change of +17 holders.
The top 10 institutions account for 53.1% of all reported 13F value in HCSG, and the top 25 account for 74.1%.
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.
Healthcare Services Group, Inc. (HCSG) Institutional Ownership