| 4 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 729K | $65.7M | -3.1% | 4.582% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 709K | $63.9M | -5.7% | 4.455% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 693K | $62.5M | -6.1% | 4.356% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 679K | $61.2M | +5.8% | 4.266% | 0.01% |
| 8 | FRANKLIN RESOURCES INC | 634K | $57.2M | -1.4% | 3.985% | 0.01% |
| 9 | PRINCIPAL FINANCIAL GROUP INC | 614K | $55.3M | +30.9% | 3.858% | 0.03% |
| 10 | BloombergSen Inc. | 499K | $45.0M | +14.4% | 3.137% | 3.36% |
| 11 | FMR LLC | 490K | $44.2M | -18.0% | 3.082% | 0.00% |
| 12 | JENNISON ASSOCIATES LLC | 451K | $40.6M | -32.5% | 2.833% | 0.02% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 432K | $38.9M | +2.1% | 2.713% | 0.00% |
| 14 | STATE STREET CORP | 423K | $38.1M | +6.1% | 2.657% | 0.00% |
| 15 | MORGAN STANLEY | 422K | $38.1M | -39.2% | 2.653% | 0.00% |
| 16 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 303K | $27.3M | -29.3% | 1.903% | 0.04% |
| 17 | NORTHERN TRUST CORP | 238K | $21.5M | -1.2% | 1.496% | 0.00% |
| 18 | Sunriver Management LLC | 236K | $21.2M | +0.8% | 1.481% | 3.34% |
| 19 | Invenomic Capital Management LP | 220K | $19.8M | — | 1.383% | 1.19% |
| 20 | Aristotle Capital Boston, LLC | 218K | $19.6M | -13.0% | 1.367% | 1.32% |
| 21 | GOLDMAN SACHS GROUP INC | 207K | $18.6M | +73.7% | 1.298% | 0.00% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 182K | $16.4M | -3.1% | 1.143% | 0.00% |
| 23 | BANK OF AMERICA CORP /DE/ | 178K | $16.1M | -33.2% | 1.122% | 0.00% |
| 24 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 170K | $15.4M | -21.2% | 1.071% | 0.05% |
| 25 | Leeward Investments, LLC - MA | 162K | $14.6M | -2.1% | 1.021% | 0.67% |
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 HURN — a direct measure of their conviction.
| 108.48% |
| +5.71 pp |
| $2.39B |
| +22% |
| Q4 2024 | 250 | +10% | 102.77% | 1.16 pp | $1.97B | +14% |
| Q3 2024 | 227 | — | 103.93% | — | $1.73B | — |
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 HURN during Q2 2026, while 72 fully exited. 35 added to existing positions and 174 trimmed.
HURN institutional ownership fell by 8.72 percentage points quarter-over-quarter, with a net change of -43 holders.
The top 10 institutions account for 50.7% of all reported 13F value in HURN, and the top 25 account for 78.0%.
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.
Huron Consulting Group Inc. (HURN) Institutional Ownership