568 tracked 13F filers disclose a position in HALO as of the latest SEC 13F filings, a combined $7.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $857.3M | 13.3M | ▲+0.8% Added · +111K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $340.7M | 5.3M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $339.3M | 5.2M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $405.4M | 5.2M | ▲+4.9% Added · +242K sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $188.3M | 2.9M | ▲+6.5% Added · +179K sh | Q1 2026 | |
| 6 | Boston Partners | $173.4M | 2.7M | ▲+451% Added · +2.2M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $165.6M | 2.6M | ▼−3.6% Reduced · −96K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $197.3M | 2.5M | ▲+0.6% Added · +14K sh | Q2 2026 | |
| 9 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $196.5M | 2.5M | ▼−0.6% Reduced · −15K sh | Q2 2026 | |
| 10 | SNYDER CAPITAL MANAGEMENT L P | $187.5M | 2.4M | ▲+3.1% Added · +73K sh | Q2 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $134.4M | 2.1M | ▼−1.1% Reduced · −24K sh | Q1 2026 | |
| 12 | LOS ANGELES CAPITAL MANAGEMENT LLC | $151.7M | 1.9M | ▲+181% Added · +1.2M sh | Q2 2026 | |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $124.0M | 1.9M | ▼−40% Reduced · −1.3M sh | Q1 2026 | |
| 14 | NORGES BANK | $128.2M | 1.9M | ▲+120% Added · +1.0M sh | Q4 2025 | |
| 15 | D. E. Shaw & Co., Inc. | $120.8M | 1.9M | ▲+13% Added · +219K sh | Q1 2026 | |
| 16 | ROYAL LONDON ASSET MANAGEMENT LTD | $141.7M | 1.8M | ▲+12% Added · +200K sh | Q2 2026 | |
| 17 | ALLIANCEBERNSTEIN L.P. | $116.9M | 1.7M | ▼−5.4% Reduced · −99K sh | Q1 2026 | |
| 18 | TWO SIGMA INVESTMENTS, LP | $102.4M | 1.6M | ▲+121% Added · +868K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $99.3M | 1.5M | ▲+9.3% Added · +130K sh | Q1 2026 | |
| 20 | FULLER & THALER ASSET MANAGEMENT, INC. | $116.7M | 1.5M | ▲+1.8% Added · +26K sh | Q2 2026 | |
| 21 | FIRST TRUST ADVISORS LP | $95.8M | 1.5M | ▲+47% Added · +471K sh | Q1 2026 | |
| 22 | Stephens Investment Management Group LLC | $109.0M | 1.4M | ▲+14% Added · +174K sh | Q2 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $83.3M | 1.3M | ▲+3.8% Added · +48K sh | Q1 2026 | |
| 24 | CONGRESS ASSET MANAGEMENT CO | $82.8M | 1.3M | ▼−1.6% Reduced · −22K sh | Q1 2026 | |
| 25 | JANUS HENDERSON GROUP PLC | $79.7M | 1.2M | ▲+43% Added · +370K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in HALO and 27 added to an existing one, while 25 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 348 funds | $278.7B |
| AMAZON.COM INCAMZN | 344 funds | $207.5B |
| NVIDIA CORPNVDA | 340 funds | $404.0B |
| META PLATFORMS INC-CLASS AMETA | 337 funds | $113.2B |
| ALPHABET INC-CL AGOOGL | 336 funds | $174.4B |
| APPLE INCAAPL | 335 funds | $313.3B |
| BROADCOM INCAVGO | 328 funds | $161.4B |
| JPMORGAN CHASE & COJPM | 327 funds | $69.5B |
| ELI LILLY & COLLY | 326 funds | $81.1B |
| JOHNSON & JOHNSONJNJ | 319 funds | $48.2B |
| VISA INC-CLASS A SHARESV | 316 funds | $63.8B |
| COSTCO WHOLESALE CORPCOST | 314 funds | $40.6B |
Ranked by how many of HALO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 3K | $345K |
| Aug 19, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 10K | $1.0M |
| Aug 19, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 7K | $766K |
| Aug 18, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 9K | $986K |
| Aug 18, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 5K | $510K |
| Aug 18, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 6K | $588K |
| Aug 17, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 8K | $776K |
| Aug 17, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 9K | $923K |
| Aug 17, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 2K | $214K |
| Aug 17, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 500 | $50K |
| Aug 17, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 900 | $89K |
| Aug 10, 2026 | Connaughton Bernadette | Director | Sell (S) | 2K | $167K |
| Class | 13F holders | Value held |
|---|---|---|
| HALOthis pagecs | 568 funds | $7.5B |
| HALO 1 08/15/28Sovereign/Corporate | 50 funds | $547.4M |
| HALO 0.25 03/01/27NOTE 0.250% 3/0 | 48 funds | $196.7M |
| 40637H909CALL | 1 funds | $552K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for HALO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HALO/capital-change-brief"
Use Arkolith's capital_change_brief for HALO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HALO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.