Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HNI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.3M | $345.4M | +3.2% | 21.964% | 0.01% |
| 2 | FMR LLC | 7.8M | $261.7M | +129.6% | 16.638% | 0.01% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.5M | $151.5M | — | 9.633% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $101.3M | — | 6.442% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $99.2M | +0.5% | 6.308% | 0.02% |
| 6 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 2.9M | $97.7M | 0.0% | 6.210% | 0.08% |
| 7 | STATE STREET CORP | 2.7M | $89.6M | +4.2% | 5.700% | 0.00% |
| 8 | NORTHERN TRUST CORP | 2.3M | $76.1M | +2.0% | 4.838% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $57.9M | +10.4% | 3.684% | 0.00% |
| 10 | FIFTH THIRD BANCORP | 1.6M | $52.7M | -36.3% | 3.350% | 0.10% |
| 11 | Bank of New York Mellon Corp | 1.2M | $40.1M | -13.0% | 2.547% | 0.01% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $37.8M | +0.9% | 2.404% | 0.01% |
| 13 | COOKE & BIELER LP | 966K | $32.3M | +28.0% | 2.051% | 0.36% |
| 14 | Boston Partners | 931K | $31.0M | +9.4% | 1.977% | 0.03% |
| 15 | AMERIPRISE FINANCIAL INC | 905K | $30.2M | +25.4% | 1.922% | 0.01% |
| 16 | MORGAN STANLEY | 745K | $24.9M | -8.0% | 1.581% | 0.00% |
| 17 | AMERICAN CENTURY COMPANIES INC | 735K | $24.5M | -18.8% | 1.561% | 0.01% |
| 18 | BANK OF AMERICA CORP /DE/ | 620K | $20.7M | +16.1% | 1.316% | 0.00% |
| 19 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 572K | $19.1M | -1.9% | 1.214% | 0.44% |
| 20 | CLIFFORD CAPITAL PARTNERS LLC | 548K | $18.3M | -4.6% | 1.163% | 3.05% |
| 21 | Medina Value Partners, LLC | 482K | $16.1M | +59.5% | 1.024% | 3.37% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 463K | $15.5M | — | 0.983% | 0.00% |
| 23 | GOLDMAN SACHS GROUP INC | 421K | $14.0M | -43.8% | 0.893% | 0.00% |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 413K | $13.8M | +11.1% | 0.877% | 0.01% |
| 25 | BARCLAYS PLC | 408K | $13.6M | -31.0% | 0.866% | 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 HNI — a direct measure of their conviction.
Filings activity in HNI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 275 | 7.4% | 126.35% | 29.07 pp | $1.97B | 19% |
| Q4 2025 | 297 | +6.8% | 155.42% | +28.53 pp | $2.42B | +22% |
| Q3 2025 | 278 | +13% | 126.89% | +12.40 pp | $1.98B | +11% |
| Q2 2025 | 245 | +0.8% | 114.49% | +11.45 pp | $1.78B | +11% |
| Q1 2025 | 243 | +9.0% | 103.04% | 23.28 pp | $1.61B | 18% |
| Q4 2024 | 223 | 5.5% | 126.32% | 1.95 pp | $1.97B | 1.5% |
| Q3 2024 | 236 | +9.3% | 128.27% | +24.08 pp | $2.00B | +23% |
| Q2 2024 | 216 | — | 104.19% | — | $1.62B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HNI stock.
Based on Q1 2026 13F filings, institutional ownership of HNI Corporation stands at 126.4%, held across 275 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HNI, with approximately 10,344,990 shares worth $0.35B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of HNI.
Our composite Smart Money Score for HNI is 20 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
50 institutions opened new positions in HNI during Q1 2026, while 72 fully exited. 45 added to existing positions and 180 trimmed.
HNI institutional ownership fell by 29.07 percentage points quarter-over-quarter, with a net change of -22 holders.
The top 10 institutions account for 67.7% of all reported 13F value in HNI, and the top 25 account for 85.5%.
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.
HNI Corporation (HNI) Institutional Ownership