Security record · archived quarter
HLLY
name pending profile ingest
73Tracked holders
+1Δ holders
52.75MShares held
$162.54MReported value
+5New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +1.4% ·
share flow +4.4% ·
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 Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | n/a |
| Q3 2025 | 17 | +3 | 15.38M | $48.30M | +3 | n/a |
| Q2 2025 | 11 | 0 | 10.82M | $21.64M | +1 | −1 |
| Q1 2025 | 8 | -1 | 2.99M | $7.67M | n/a | −1 |
| Q4 2024 | 9 | 0 | 3.37M | $10.16M | +1 | −1 |
| Q3 2024 | 8 | 0 | 3.17M | $9.36M | n/a | n/a |
| Q2 2024 | 8 | n/a | 2.84M | $10.17M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 9.82M | +1.3% | $30.75M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Boston Partners | 6.61M | +4.5% | $20.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 4.87M | -0.2% | $14.96M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 4 | Bamco Inc /Ny/ | 3.25M | 0.0% | $9.98M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 3.12M | n/a | $9.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 2.45M | +25.4% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Bank Of America Corp /De/ | 1.88M | -6.5% | $5.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Russell Investments Group, Ltd. | 1.76M | +4.9% | $5.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 9 | Arrowstreet Capital ✦ | 1.65M | +5.4% | $5.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 1.55M | +2.0% | $4.76M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 11 | Franklin Resources Inc | 1.37M | -19.9% | $4.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | State Street Global Advisors ✦ (passive) | 1.37M | +19.6% | $4.19M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.33M | +1.2% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 14 | D. E. Shaw & Co. ✦ | 1.21M | +122.6% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 1.04M | +41.2% | $3.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 873.10K | -20.5% | $2.68M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 848.84K | +256.4% | $2.61M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 18 | Marshall Wace ✦ | 767.71K | -40.6% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Qube Research & Technologies Ltd | 754.12K | +401.7% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Millennium Management ✦ | 694.89K | -11.8% | $2.13M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 572.69K | +38.4% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Northern Trust Corp | 540.83K | +5.4% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 23 | Charles Schwab Investment… | 507.05K | -3.1% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | First Eagle Investment Management… | 480.80K | +1.1% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Sei Investments Co | 479.00K | +0.5% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Goldman Sachs Group ✦ | 309.14K | +83.3% | $949,072 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Bank of New York Mellon Corp | 252.40K | -0.9% | $774,862 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Nuveen, LLC | 236.02K | -58.2% | $724,582 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Prudential Financial Inc | 201.73K | +149.5% | $619,311 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | UBS Group AG | 161.78K | +1209.8% | $496,652 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | State Of Wisconsin Investment Board | 154.61K | +6.2% | $474,653 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bnp Paribas Financial Markets | 138.39K | +29.4% | $424,870 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | American Century Companies Inc | 133.30K | +3.1% | $409,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Point72 Asset Management ✦ | 125.92K | +70.4% | $386,577 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Squarepoint Ops LLC | 114.36K | +339.6% | $351,073 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Invesco Ltd. | 108.89K | -9.4% | $334,292 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | Creative Planning | 106.05K | -7.1% | $325,577 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Rhumbline Advisers | 85.08K | -0.7% | $261,194 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Alliancebernstein L.P. | 62.53K | +35.2% | $258,249 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 79.76K | -62.1% | $244,872 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 41 | Canada Pension Plan Investment Board | 69.80K | New | $214,286 | 0.0% | New | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 68.24K | -45.3% | $209,488 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | Ameriprise Financial Inc | 64.27K | -16.6% | $197,294 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 56.20K | +16.4% | $172,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 52.36K | +51.3% | $161,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 46 | Blair William & Co/Il | 38.86K | +0.8% | $119,300 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 36.38K | +2.5% | $111,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Focus Partners Wealth | 33.78K | +19.6% | $103,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 29.46K | New | $90,451 | 0.0% | New | 1 | SEC ↗ |
| 50 | Mariner, LLC | 28.95K | +157.4% | $88,529 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Captrust Financial Advisors | 26.23K | +14.8% | $80,509 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Cwm, Llc | 26.16K | +133.5% | $80,311 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Manufacturers Life Insurance… | 21.65K | -12.1% | $66,462 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Cerity Partners LLC | 21.32K | +9.0% | $65,468 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Wealth Enhancement Advisory… | 16.19K | New | $49,716 | 0.0% | New | 1 | SEC ↗ |
| 56 | Barclays Plc | 13.99K | -88.6% | $42,952 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | Grantham, Mayo, Van Otterloo & Co.… | 13.46K | New | $41,313 | 0.0% | New | 1 | SEC ↗ |
| 58 | Voya Investment Management Llc | 11.23K | 0.0% | $34,470 | 0.0% | Held | 2 | SEC ↗ |
| 59 | ProShare Advisors LLC | 11.08K | -20.7% | $34,003 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | New York State Common Retirement… | 10.45K | 0.0% | $32,066 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Us Bancorp \De\ | 10.35K | +0.6% | $31,762 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Citigroup Inc | 8.92K | -17.7% | $27,378 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Legal & General Group Plc | 6.83K | 0.0% | $20,983 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 5.16K | -27.8% | $15,847 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 65 | California State Teachers… | 4.13K | -12.1% | $12,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 1.14K | -40.4% | $3,509 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Optiver Holding B.V. | 758 | -16.7% | $2,327 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Osaic Holdings, Inc. | 340 | +750.0% | $1,043 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Jones Financial Companies Lllp | 350 | New | $1,019 | 0.0% | New | 1 | SEC ↗ |
| 70 | Group One Trading Llc | 295 | 0.0% | $906 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 220 | -99.2% | $675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Fifth Third Bancorp | 104 | -86.2% | $319 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Royal Bank Of Canada | 61 | -98.1% | $0 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Canada Pension Plan… | $214,286 | 0.0% |
| Susquehanna International… | $90,451 | 0.0% |
| Wealth Enhancement Advisory… | $49,716 | 0.0% |
| Grantham, Mayo, Van Otterloo… | $41,313 | 0.0% |
| Jones Financial Companies Lllp | $1,019 | 0.0% |
Exited
| Jane Street Group, Llc | $980,623 | was 0.0% |
| Balyasny Asset Management L.P. | $101,805 | was 0.0% |
| Commonwealth Equity Services… | $61,950 | was 0.0% |
| HighTower Advisors, LLC | $58,060 | was 0.0% |
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.
Aug 04
SC 13G/A: Boston Partners
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: Q1 2026 ·
Methodology ·
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