507 tracked 13F filers disclose a position in HL 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. | $1.7B | 90.3M | ▲+3.5% Added · +3.0M sh | Q1 2026 | |
| 2 | STATE STREET CORP | $521.6M | 33.8M | ▲+1.3% Added · +421K sh | Q2 2026 | |
| 3 | VAN ECK ASSOCIATES CORP | Withheld | 33.1M | ▼−11% Reduced · −3.9M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $588.9M | 31.6M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $538.9M | 28.9M | →First observed position No prior filed position | Q1 2026 | |
| 6 | Tidal Investments LLC | $333.8M | 21.6M | ▲+10% Added · +2.0M sh | Q2 2026 | |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $384.0M | 20.6M | ▼−2.9% Reduced · −621K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $222.2M | 14.4M | ▼−23% Reduced · −4.4M sh | Q2 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $234.8M | 12.6M | ▼−27% Reduced · −4.7M sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $187.4M | 10.1M | ▼−23% Reduced · −3.0M sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $155.9M | 8.4M | ▲+1.3% Added · +109K sh | Q1 2026 | |
| 12 | D. E. Shaw & Co., Inc. | $155.1M | 8.3M | ▲+346% Added · +6.5M sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $126.6M | 6.8M | ▼−2.8% Reduced · −195K sh | Q1 2026 | |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $118.4M | 6.4M | ▼−50% Reduced · −6.4M sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $87.4M | 4.7M | ▲+2.5% Added · +113K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $85.6M | 4.6M | ▼−16% Reduced · −873K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $82.2M | 4.4M | ▲+681% Added · +3.8M sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $81.5M | 4.4M | →First observed position No prior filed position | Q1 2026 | |
| 19 | Nuveen, LLC | $76.5M | 4.1M | ▲+1.1% Added · +44K sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $74.0M | 4.0M | ▲+128% Added · +2.2M sh | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $72.7M | 3.9M | ▲New +3.9M sh | Q1 2026 | |
| 22 | Ninety One UK Ltd | $69.0M | 3.7M | ▼−14% Reduced · −606K sh | Q1 2026 | |
| 23 | FMR LLC | $59.6M | 3.2M | ▲+2.9% Added · +91K sh | Q1 2026 | |
| 24 | FIRST TRUST ADVISORS LP | $59.1M | 3.2M | ▼−3.4% Reduced · −113K sh | Q1 2026 | |
| 25 | Universal- Beteiligungs- und Servicegesellschaft mbH | $46.1M | 3.0M | ▲+20% Added · +493K sh | Q2 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, 5 funds opened a new position in HL and 31 added to an existing one, while 11 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 |
|---|---|---|
| NVIDIA CORPNVDA | 291 funds | $392.6B |
| MICROSOFT CORPMSFT | 291 funds | $275.6B |
| AMAZON.COM INCAMZN | 288 funds | $204.3B |
| ALPHABET INC-CL AGOOGL | 281 funds | $169.1B |
| META PLATFORMS INC-CLASS AMETA | 280 funds | $112.9B |
| APPLE INCAAPL | 279 funds | $296.1B |
| ELI LILLY & COLLY | 276 funds | $77.6B |
| ALPHABET INC-CL CGOOG | 275 funds | $126.1B |
| CHEVRON CORPCVX | 274 funds | $30.0B |
| BROADCOM INCAVGO | 271 funds | $159.3B |
| MICRON TECHNOLOGY INCMU | 269 funds | $41.5B |
| COSTCO WHOLESALE CORPCOST | 269 funds | $38.5B |
Ranked by how many of HL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 20, 2026 | Malone Patrick Shay | VP - Sustainability | Sell (S) | 24K | $496K |
| Aug 20, 2026 | Malone Patrick Shay | VP - Sustainability | Sell (S) | 100 | $2K |
| Jan 6, 2026 | Allen Kurt | VP-Exploration | Sell (S) | 10K | $210K |
| Jan 6, 2026 | Allen Kurt | VP-Exploration | Sell (S) | 43K | $934K |
| Dec 19, 2025 | Clary Michael L. | Sr. VP & CAO | Sell (S) | 75K | $1.5M |
| Dec 17, 2025 | Sienko David C | Sr. VP, GC & Secretary | Sell (S) | 208K | $4.0M |
| Nov 10, 2025 | Lawlar Russell Douglas | Sr. VP & CFO | Sell (S) | 148K | $2.2M |
| Nov 10, 2025 | Lawlar Russell Douglas | Sr. VP & CFO | Sell (S) | 19K | $278K |
| Sep 12, 2025 | Absolom Stuart Maurice | VP - Principal Acctg. Officer | Sell (S) | 14K | $164K |
| Jun 5, 2025 | Absolom Stuart Maurice | VP - Principal Acctg. Officer | Sell (S) | 19K | $126K |
| May 7, 2025 | Boggs Catherine J | Director | Buy (P) | 20K | $100K |
| May 6, 2025 | Krcmarov Robert | President & CEO, Director | Buy (P) | 15K | $70K |
| Class | 13F holders | Value held |
|---|---|---|
| HLthis pagecs | 507 funds | $7.5B |
| 422704205PFD CV SER B | 3 funds | $214K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for HL
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/HL/capital-change-brief"
Use Arkolith's capital_change_brief for HL. 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 HL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.