| 4 | GEODE CAPITAL MANAGEMENT, LLC | 145K | $1.8M | +3.0% | 1.043% | 0.00% |
| 5 | NewEdge Wealth, LLC | 93K | $1.2M | 0.0% | 0.667% | 0.01% |
| 6 | STATE STREET CORP | 75K | $948K | -2.2% | 0.541% | 0.00% |
| 7 | Summit Trail Advisors, LLC | 63K | $787K | +0.0% | 0.450% | 0.01% |
| 8 | NORTHERN TRUST CORP | 44K | $547K | -11.3% | 0.313% | 0.00% |
| 9 | VANGUARD FIDUCIARY TRUST CO | 40K | $508K | +8.0% | 0.290% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 38K | $480K | +20.3% | 0.274% | 0.00% |
| 11 | Russell Investments Group, Ltd. | 37K | $458K | +4.8% | 0.262% | 0.00% |
| 12 | RMR Capital Management, LLC | 36K | $447K | +20.3% | 0.256% | 0.31% |
| 13 | CITADEL ADVISORS LLC | 31K | $395K | -12.5% | 0.225% | 0.00% |
| 14 | RBF Capital, LLC | 29K | $370K | 0.0% | 0.211% | 0.02% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 28K | $347K | +3.8% | 0.198% | 0.00% |
| 16 | Ancora Advisors LLC | 25K | $315K | 0.0% | 0.180% | 0.01% |
| 17 | Global Strategic Investment Solutions, LLC | 17K | $208K | -5.5% | 0.119% | 0.02% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15K | $194K | +25.1% | 0.111% | 0.00% |
| 19 | Arax Advisory Partners | 14K | $178K | +1.9% | 0.102% | 0.00% |
| 20 | Bank of New York Mellon Corp | 13K | $157K | -12.6% | 0.090% | 0.00% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 12K | $150K | — | 0.086% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 12K | $149K | -76.9% | 0.085% | 0.00% |
| 23 | Creative Planning | 11K | $135K | -11.8% | 0.077% | 0.00% |
| 24 | Manatuck Hill Partners, LLC | 10K | $126K | — | 0.072% | 0.04% |
| 25 | DEUTSCHE BANK AG\ | 5K | $68K | — | 0.039% | 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 HQI — a direct measure of their conviction.
| 12.14% |
| 0.52 pp |
| $20M |
| 19% |
| Q4 2024 | 52 | +4.0% | 12.66% | 0.07 pp | $25M | 0.3% |
| Q3 2024 | 50 | — | 12.73% | — | $25M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
HQI institutional ownership fell by 0.16 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 78.7% of all reported 13F value in HQI, and the top 25 account for 97.4%.
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.