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Security record · archived quarter

HLLY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
72Tracked holders
+1Δ holders
51.69MShares held
$213.57MReported value
+1New positions
−0Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.4% · share flow +10.5% · net new positions +1.4%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 64 -7 51.89M $131.40M +2 −9
Q1 2026 73 +1 52.75M $162.54M +5 −4
Q4 2025 72 +1 51.69M $213.57M +1
Q3 2025 17 +3 15.38M $48.30M +3
Q2 2025 11 0 10.82M $21.64M +1 −1
Q1 2025 8 -1 2.99M $7.67M −1
Q4 2024 9 0 3.37M $10.16M +1 −1
Q3 2024 8 0 3.17M $9.36M
Q2 2024 8 2.84M $10.17M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Allspring Global Investments… 9.70M $40.16M 0.1% n/c 1 SEC ↗
2 Allspring Global Investments… 9.70M $40.16M 0.1% n/c 1 SEC ↗
3 Boston Partners 6.33M $26.14M 0.0% n/c 1 SEC ↗
4 BlackRock (passive) 4.88M +29.3% $20.16M 0.0% ▲ Add 3 SEC ↗
5 BlackRock (passive) 4.88M +29.3% $20.16M 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 4.88M +29.3% $20.16M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 4.88M +29.3% $20.16M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 4.88M +29.3% $20.16M 0.0% ▲ Add 3 SEC ↗
9 BlackRock (passive) 4.88M +29.3% $20.16M 0.0% ▲ Add 3 SEC ↗
10 BlackRock (passive) 4.88M +29.3% $20.16M 0.0% ▲ Add 3 SEC ↗
11 The Vanguard Group (passive) 4.26M +16.0% $17.61M 0.0% ▲ Add 3 SEC ↗
12 The Vanguard Group (passive) 4.26M +16.0% $17.61M 0.0% ▲ Add 3 SEC ↗
13 The Vanguard Group (passive) 4.26M +16.0% $17.61M 0.0% ▲ Add 3 SEC ↗
14 Bamco Inc /Ny/ 3.25M $13.42M 0.0% n/c 1 SEC ↗
15 Bank Of America Corp /De/ 2.01M $8.32M 0.0% n/c 1 SEC ↗
16 Bank Of America Corp /De/ 2.01M $8.32M 0.0% n/c 1 SEC ↗
17 Bank Of America Corp /De/ 2.01M $8.32M 0.0% n/c 1 SEC ↗
18 Bank Of America Corp /De/ 2.01M $8.32M 0.0% n/c 1 SEC ↗
19 Bank Of America Corp /De/ 2.01M $8.32M 0.0% n/c 1 SEC ↗
20 Bank Of America Corp /De/ 2.01M $8.32M 0.0% n/c 1 SEC ↗
21 Dimensional Fund Advisors Lp 1.95M $8.06M 0.0% n/c 1 SEC ↗
22 Dimensional Fund Advisors Lp 1.95M $8.06M 0.0% n/c 1 SEC ↗
23 Dimensional Fund Advisors Lp 1.95M $8.06M 0.0% n/c 1 SEC ↗
24 Dimensional Fund Advisors Lp 1.95M $8.06M 0.0% n/c 1 SEC ↗
25 Franklin Resources Inc 1.71M $7.05M 0.0% n/c 1 SEC ↗
26 Franklin Resources Inc 1.71M $7.05M 0.0% n/c 1 SEC ↗
27 Russell Investments Group, Ltd. 1.67M $6.91M 0.0% n/c 1 SEC ↗
28 Russell Investments Group, Ltd. 1.67M $6.91M 0.0% n/c 1 SEC ↗
29 Russell Investments Group, Ltd. 1.67M $6.91M 0.0% n/c 1 SEC ↗
30 Russell Investments Group, Ltd. 1.67M $6.91M 0.0% n/c 1 SEC ↗
31 Russell Investments Group, Ltd. 1.67M $6.91M 0.0% n/c 1 SEC ↗
32 Russell Investments Group, Ltd. 1.67M $6.91M 0.0% n/c 1 SEC ↗
33 Russell Investments Group, Ltd. 1.67M $6.91M 0.0% n/c 1 SEC ↗
34 Russell Investments Group, Ltd. 1.67M $6.91M 0.0% n/c 1 SEC ↗
35 Russell Investments Group, Ltd. 1.67M $6.91M 0.0% n/c 1 SEC ↗
36 Russell Investments Group, Ltd. 1.67M $6.91M 0.0% n/c 1 SEC ↗
37 Arrowstreet Capital 1.56M +42.8% $6.45M 0.0% ▲ Add 2 SEC ↗
38 Geode Capital Management (passive) 1.52M +15.0% $6.27M 0.0% ▲ Add 7 SEC ↗
39 Geode Capital Management (passive) 1.52M +15.0% $6.27M 0.0% ▲ Add 7 SEC ↗
40 Morgan Stanley 1.31M +84.2% $5.42M 0.0% ▲ Add 2 SEC ↗
41 Morgan Stanley 1.31M +84.2% $5.42M 0.0% ▲ Add 2 SEC ↗
42 Morgan Stanley 1.31M +84.2% $5.42M 0.0% ▲ Add 2 SEC ↗
43 Morgan Stanley 1.31M +84.2% $5.42M 0.0% ▲ Add 2 SEC ↗
44 Morgan Stanley 1.31M +84.2% $5.42M 0.0% ▲ Add 2 SEC ↗
45 Morgan Stanley 1.31M +84.2% $5.42M 0.0% ▲ Add 2 SEC ↗
46 Marshall Wace 1.29M +191.0% $5.33M 0.0% ▲ Add 2 SEC ↗
47 Marshall Wace 1.29M +191.0% $5.33M 0.0% ▲ Add 2 SEC ↗
48 State Street Global Advisors (passive) 1.14M +0.3% $4.71M 0.0% ▲ Add 5 SEC ↗
49 Renaissance Technologies 1.10M +114.1% $4.54M 0.0% ▲ Add 7 SEC ↗
50 Millennium Management 787.87K +219.7% $3.25M 0.0% ▲ Add 7 SEC ↗
51 Two Sigma Investments 733.78K +131.3% $3.03M 0.0% ▲ Add 3 SEC ↗
52 Nuveen, LLC 564.38K $2.33M 0.0% n/c 1 SEC ↗
53 Nuveen, LLC 564.38K $2.33M 0.0% n/c 1 SEC ↗
54 Nuveen, LLC 564.38K $2.33M 0.0% n/c 1 SEC ↗
55 D. E. Shaw & Co. 542.34K +141.3% $2.24M 0.0% ▲ Add 2 SEC ↗
56 Charles Schwab Investment… 523.21K $2.16M 0.0% n/c 1 SEC ↗
57 Northern Trust Corp 513.20K $2.12M 0.0% n/c 1 SEC ↗
58 Northern Trust Corp 513.20K $2.12M 0.0% n/c 1 SEC ↗
59 Northern Trust Corp 513.20K $2.12M 0.0% n/c 1 SEC ↗
60 Northern Trust Corp 513.20K $2.12M 0.0% n/c 1 SEC ↗
61 Sei Investments Co 476.70K $1.97M 0.0% n/c 1 SEC ↗
62 Sei Investments Co 476.70K $1.97M 0.0% n/c 1 SEC ↗
63 First Eagle Investment Management… 475.80K $1.97M 0.0% n/c 1 SEC ↗
64 JPMorgan Chase 413.93K +9.5% $1.71M 0.0% ▲ Add 2 SEC ↗
65 JPMorgan Chase 413.93K +9.5% $1.71M 0.0% ▲ Add 2 SEC ↗
66 JPMorgan Chase 413.93K +9.5% $1.71M 0.0% ▲ Add 2 SEC ↗
67 Bank of New York Mellon Corp 254.69K $1.05M 0.0% n/c 1 SEC ↗
68 Bank of New York Mellon Corp 254.69K $1.05M 0.0% n/c 1 SEC ↗
69 Bank of New York Mellon Corp 254.69K $1.05M 0.0% n/c 1 SEC ↗
70 AQR Capital Management 238.14K +60.1% $983,502 0.0% ▲ Add 7 SEC ↗
71 AQR Capital Management 238.14K +60.1% $983,502 0.0% ▲ Add 7 SEC ↗
72 AQR Capital Management 238.14K +60.1% $983,502 0.0% ▲ Add 7 SEC ↗
73 AQR Capital Management 238.14K +60.1% $983,502 0.0% ▲ Add 7 SEC ↗
74 AQR Capital Management 238.14K +60.1% $983,502 0.0% ▲ Add 7 SEC ↗
75 AQR Capital Management 238.14K +60.1% $983,502 0.0% ▲ Add 7 SEC ↗
76 Jane Street Group, Llc 237.44K $980,623 0.0% n/c 1 SEC ↗
77 Jane Street Group, Llc 237.44K $980,623 0.0% n/c 1 SEC ↗
78 Citadel Advisors 210.63K -81.8% $869,922 0.0% ▼ Trim 7 SEC ↗
79 Citadel Advisors 210.63K -81.8% $869,922 0.0% ▼ Trim 7 SEC ↗
80 Goldman Sachs Group 168.63K -17.5% $696,426 0.0% ▼ Trim 2 SEC ↗
81 Goldman Sachs Group 168.63K -17.5% $696,426 0.0% ▼ Trim 2 SEC ↗
82 Qube Research & Technologies Ltd 150.31K $620,801 0.0% n/c 1 SEC ↗
83 State Of Wisconsin Investment Board 145.64K $601,485 0.0% n/c 1 SEC ↗
84 American Century Companies Inc 129.23K $533,736 0.0% n/c 1 SEC ↗
85 Wells Fargo & Company/Mn 124.78K $515,353 0.0% n/c 1 SEC ↗
86 Wells Fargo & Company/Mn 124.78K $515,353 0.0% n/c 1 SEC ↗
87 Wells Fargo & Company/Mn 124.78K $515,353 0.0% n/c 1 SEC ↗
88 Barclays Plc 122.46K $505,743 0.0% n/c 1 SEC ↗
89 Invesco Ltd. 120.17K $496,310 0.0% n/c 1 SEC ↗
90 Invesco Ltd. 120.17K $496,310 0.0% n/c 1 SEC ↗
91 Invesco Ltd. 120.17K $496,310 0.0% n/c 1 SEC ↗
92 Creative Planning 114.16K $471,464 0.0% n/c 1 SEC ↗
93 Bnp Paribas Financial Markets 106.96K $441,732 0.0% n/c 1 SEC ↗
94 Rhumbline Advisers 85.64K $353,707 0.0% n/c 1 SEC ↗
95 Prudential Financial Inc 80.84K $333,890 0.0% n/c 1 SEC ↗
96 Ameriprise Financial Inc 77.09K $318,390 0.0% n/c 1 SEC ↗
97 Point72 Asset Management 73.91K New $305,252 0.0% New 1 SEC ↗
98 Deutsche Bank Ag\ 48.29K $199,454 0.0% n/c 1 SEC ↗
99 Alliancebernstein L.P. 46.25K $191,013 0.0% n/c 1 SEC ↗
100 Blair William & Co/Il 38.55K $159,212 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $305,252 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 137 holders, 71.78M shares, $218.12M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Aug 04 SC 13G/A — Boston Partners

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API