Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HLLY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | 9.8M | $30.7M | +1.3% | 8.197% | 0.05% |
| 2 | Boston Partners | 6.6M | $20.3M | +4.5% | 5.519% | 0.02% |
| 3 | BlackRock, Inc. | 4.9M | $15.0M | -0.2% | 4.066% | 0.00% |
| 4 | Blue Owl Capital Holdings LP | 4.2M | $13.0M | +2.2% | 3.535% | 3.49% |
| 5 | WASATCH ADVISORS INC | 3.6M | $11.1M | -1.7% | 3.019% | 0.07% |
| 6 | BAMCO INC /NY/ | 3.3M | $10.0M | 0.0% | 2.712% | 0.03% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | $9.6M | β | 2.607% | 0.00% |
| 8 | CLEARLAKE CAPITAL GROUP, L.P. | 2.8M | $8.4M | 0.0% | 2.295% | 1.24% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $7.5M | +25.4% | 2.042% | 0.00% |
| 10 | Hillsdale Investment Management Inc. | 1.9M | $5.9M | +1.0% | 1.610% | 0.16% |
| 11 | BANK OF AMERICA CORP /DE/ | 1.9M | $5.8M | -6.5% | 1.571% | 0.00% |
| 12 | Russell Investments Group, Ltd. | 1.8M | $5.4M | +4.9% | 1.465% | 0.01% |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.6M | $5.1M | +5.4% | 1.374% | 0.00% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $4.8M | +2.0% | 1.293% | 0.00% |
| 15 | FRANKLIN RESOURCES INC | 1.4M | $4.2M | -19.9% | 1.140% | 0.00% |
| 16 | STATE STREET CORP | 1.4M | $4.2M | +19.6% | 1.139% | 0.00% |
| 17 | MORGAN STANLEY | 1.3M | $4.1M | +1.2% | 1.107% | 0.00% |
| 18 | D. E. Shaw & Co., Inc. | 1.2M | $3.7M | +122.6% | 1.007% | 0.00% |
| 19 | TWO SIGMA INVESTMENTS, LP | 1.0M | $3.2M | +41.2% | 0.864% | 0.00% |
| 20 | Skylands Capital, LLC | 994K | $3.1M | -4.0% | 0.829% | 0.40% |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 964K | $3.0M | +5.5% | 0.804% | 0.06% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 873K | $2.7M | -20.5% | 0.728% | 0.00% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 857K | $2.6M | β | 0.715% | 0.00% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 849K | $2.6M | +256.4% | 0.708% | 0.00% |
| 25 | MARSHALL WACE, LLP | 768K | $2.4M | -40.6% | 0.641% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in HLLY β a direct measure of their conviction.
Filings activity in HLLY during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new HLLY position in Q1 2026
Institutions that fully closed their HLLY position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 135 | 2.2% | 71.42% | 23.96 pp | $218M | 25% |
| Q4 2025 | 138 | +7.0% | 95.38% | +24.17 pp | $291M | +34% |
| Q3 2025 | 129 | +11% | 71.21% | +35.03 pp | $218M | +97% |
| Q2 2025 | 116 | 2.5% | 36.18% | 10.54 pp | $111M | 23% |
| Q1 2025 | 119 | 2.5% | 46.72% | 6.01 pp | $143M | 11% |
| Q4 2024 | 122 | 4.7% | 52.73% | +4.82 pp | $161M | +10% |
| Q3 2024 | 128 | +6.7% | 47.91% | 11.21 pp | $146M | 19% |
| Q2 2024 | 120 | β | 59.12% | β | $181M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HLLY stock.
Based on Q1 2026 13F filings, institutional ownership of Holley Inc. stands at 71.4%, held across 135 reporting institutions.
Allspring Global Investments Holdings, LLC is the largest reported institutional holder of HLLY, with approximately 9,823,903 shares worth $0.03B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of HLLY, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for HLLY is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
21 institutions opened new positions in HLLY during Q1 2026, while 24 fully exited. 28 added to existing positions and 83 trimmed.
HLLY institutional ownership fell by 23.96 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 60.3% of all reported 13F value in HLLY, and the top 25 account for 86.2%.
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.
Holley Inc. (HLLY) Institutional Ownership