| 4 | Glenview Trust Co | 180K | $41.8M | +1.8% | 0.135% | 0.31% |
| 5 | TRUST CO OF VERMONT | 91K | $20.4M | -1.7% | 0.068% | 0.76% |
| 6 | Rakuten Investment Management, Inc. | 76K | $17.4M | -42.0% | 0.057% | 0.05% |
| 7 | BOWEN HANES & CO INC | 49K | $11.1M | 0.0% | 0.037% | 0.27% |
| 8 | Talbot Financial, LLC | 49K | $10.9M | -48.4% | 0.036% | 0.80% |
| 9 | Wallington Asset Management, LLC | 42K | $9.3M | -50.1% | 0.031% | 1.15% |
| 10 | Morningstar Investment Management LLC | 40K | $9.0M | 0.0% | 0.030% | 0.56% |
| 11 | MIZUHO SECURITIES USA LLC | 38K | $8.7M | 0.0% | 0.029% | 0.08% |
| 12 | Erste Asset Management GmbH | 37K | $8.6M | +27.4% | 0.028% | 0.07% |
| 13 | UNITED BANK | 39K | $7.2M | +2.1% | 0.029% | 0.84% |
| 14 | Brick & Kyle, Associates | 27K | $6.1M | — | 0.020% | 1.01% |
| 15 | World Investment Advisors | 25K | $5.7M | -7.8% | 0.019% | 0.10% |
| 16 | VALUEWORKS LLC | 25K | $5.6M | — | 0.019% | 1.17% |
| 17 | CYPRESS ASSET MANAGEMENT INC/TX | 24K | $5.5M | — | 0.018% | 0.58% |
| 18 | INDEPENDENT INVESTORS INC | 20K | $4.6M | -51.0% | 0.015% | 0.87% |
| 19 | Cohen Klingenstein LLC | 20K | $4.5M | -50.0% | 0.015% | 0.13% |
| 20 | FULTON BANK, N.A. | 18K | $4.1M | +4.6% | 0.013% | 0.13% |
| 21 | Codex Capital Asset Management L.L.C. | 18K | $3.9M | -47.9% | 0.013% | 1.36% |
| 22 | IFP Advisors, Inc | 16K | $3.7M | +0.6% | 0.012% | 0.07% |
| 23 | GERMAN AMERICAN BANCORP, INC. | 16K | $3.6M | -50.1% | 0.012% | 0.27% |
| 24 | CHICAGO TRUST Co NA | 15K | $3.6M | -0.6% | 0.011% | 0.52% |
| 25 | FAYEZ SAROFIM & CO | 14K | $3.2M | -48.0% | 0.011% | 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 HON — a direct measure of their conviction.
Institutions that fully closed their HON position in Q2 2026
| 163.58% |
| 5.25 pp |
| $103.11B |
| 12% |
| Q4 2024 | 2,616 | +8.0% | 168.83% | +10.36 pp | $117.25B | +16% |
| Q3 2024 | 2,423 | — | 158.47% | — | $100.88B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
5 institutions opened new positions in HON during Q2 2026, while 2,599 fully exited. 21 added to existing positions and 109 trimmed.
HON institutional ownership fell by 160.32 percentage points quarter-over-quarter, with a net change of -2627 holders.
The top 10 institutions account for 87.8% of all reported 13F value in HON, and the top 25 account for 93.3%.
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.