| 0.30% |
| 4 | REINHART PARTNERS, LLC. | 11.2M | $94.2M | -2.5% | 5.685% | 2.15% |
| 5 | BANK OF MONTREAL /CAN/ | 10.3M | $86.9M | -0.7% | 5.248% | 0.03% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 10.2M | $86.0M | +5.5% | 5.196% | 0.02% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.9M | $75.5M | +1.7% | 4.558% | 0.00% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 8.7M | $73.5M | -0.4% | 4.439% | 0.00% |
| 9 | AMERICAN CENTURY COMPANIES INC | 8.6M | $72.5M | +10.1% | 4.379% | 0.03% |
| 10 | Jefferies Financial Group Inc. | 8.0M | $67.3M | -0.1% | 4.065% | 0.44% |
| 11 | Allspring Global Investments Holdings, LLC | 6.1M | $50.0M | -8.7% | 3.131% | 0.08% |
| 12 | JPMORGAN CHASE & CO | 5.9M | $49.2M | -5.7% | 3.005% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 5.3M | $44.6M | +5.3% | 2.694% | 0.00% |
| 14 | STATE STREET CORP | 4.8M | $40.1M | +7.8% | 2.423% | 0.00% |
| 15 | Neuberger Berman Group LLC | 4.0M | $34.0M | +66.7% | 2.057% | 0.01% |
| 16 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.6M | $30.1M | -8.9% | 1.818% | 0.09% |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.3M | $27.9M | -3.1% | 1.686% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 2.9M | $24.6M | +150.9% | 1.487% | 0.00% |
| 19 | ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 2.6M | $21.7M | +1.5% | 1.312% | 22.41% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.5M | $20.8M | -5.8% | 1.256% | 0.00% |
| 21 | NORTHERN TRUST CORP | 2.0M | $17.0M | -1.8% | 1.025% | 0.00% |
| 22 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.9M | $15.9M | +6.0% | 0.959% | 0.79% |
| 23 | WELLINGTON MANAGEMENT GROUP LLP | 1.6M | $13.1M | -18.1% | 0.793% | 0.00% |
| 24 | JONES FINANCIAL COMPANIES LLLP | 1.5M | $13.0M | -7.6% | 0.779% | 0.01% |
| 25 | BANK OF AMERICA CORP /DE/ | 1.5M | $12.7M | +9.9% | 0.765% | 0.00% |
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 HLMN — a direct measure of their conviction.
| 99.18% |
| +1.97 pp |
| $1.60B |
| 9.6% |
| Q4 2024 | 246 | +12% | 97.21% | 0.50 pp | $1.77B | 9.2% |
| Q3 2024 | 220 | — | 97.71% | — | $1.95B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
27 institutions opened new positions in HLMN during Q2 2026, while 34 fully exited. 114 added to existing positions and 82 trimmed.
HLMN institutional ownership fell by 0.79 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 58.0% of all reported 13F value in HLMN, and the top 25 account for 83.9%.
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.