| 4 |
| Artisan Partners Limited Partnership |
| 6.5M |
| $540.2M |
| -1.6% |
| 5.677% |
| 0.86% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 6.3M | $530.1M | -1.2% | 5.571% | 0.01% |
| 6 | JPMORGAN CHASE & CO | 4.3M | $366.4M | -4.8% | 3.812% | 0.02% |
| 7 | STATE STREET CORP | 4.3M | $359.6M | -1.7% | 3.779% | 0.01% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | $345.2M | -1.5% | 3.628% | 0.02% |
| 9 | AMERICAN CENTURY COMPANIES INC | 3.5M | $288.7M | -3.8% | 3.035% | 0.13% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 3.4M | $283.5M | +18.1% | 2.980% | 0.05% |
| 11 | Southpoint Capital Advisors LP | 3.3M | $275.6M | +3.1% | 2.897% | 6.27% |
| 12 | Invesco Ltd. | 3.2M | $263.1M | -35.5% | 2.765% | 0.02% |
| 13 | CITADEL ADVISORS LLC | 3.0M | $247.5M | +4567.9% | 2.601% | 0.01% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 2.7M | $227.5M | -1.5% | 2.396% | 0.01% |
| 15 | Palestra Capital Management LLC | 2.4M | $204.3M | -28.3% | 2.148% | 6.93% |
| 16 | BANK OF MONTREAL /CAN/ | 2.1M | $176.7M | +3.5% | 1.857% | 0.06% |
| 17 | MORGAN STANLEY | 2.1M | $175.5M | +47.3% | 1.844% | 0.01% |
| 18 | FIDUCIARY MANAGEMENT INC /WI/ | 1.8M | $151.8M | -7.0% | 1.595% | 2.16% |
| 19 | UBS Group AG | 1.6M | $132.5M | +48.2% | 1.393% | 0.02% |
| 20 | LYRICAL ASSET MANAGEMENT LP | 1.5M | $122.6M | -5.0% | 1.288% | 1.55% |
| 21 | Swedbank AB | 1.3M | $109.5M | 0.0% | 1.151% | 0.09% |
| 22 | M.D. Sass, LLC | 1.3M | $107.5M | +1.1% | 1.130% | 7.02% |
| 23 | SNYDER CAPITAL MANAGEMENT L P | 1.3M | $107.3M | +1.3% | 1.128% | 1.85% |
| 24 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1.3M | $107.3M | -16.0% | 1.117% | 0.08% |
| 25 | NORGES BANK | 1.2M | $103.4M | — | 1.087% | 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 HSIC — a direct measure of their conviction.
| 103.29% |
| +2.04 pp |
| $8.42B |
| +0.0% |
| Q4 2024 | 532 | +2.9% | 101.25% | +0.18 pp | $8.42B | 4.8% |
| Q3 2024 | 517 | — | 101.07% | — | $8.84B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
55 institutions opened new positions in HSIC during Q2 2026, while 62 fully exited. 397 added to existing positions and 86 trimmed.
HSIC institutional ownership rose by 4.96 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 51.6% of all reported 13F value in HSIC, and the top 25 account for 76.4%.
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.
Henry Schein, Inc. (HSIC) Institutional Ownership