118 tracked 13F filers disclose a position in HLLY as of the latest SEC 13F filings, a combined $184.7M 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 | Allspring Global Investments Holdings, LLC | $30.7M | 9.8M | ▲+1.3% Added · +122K sh | Q1 2026 | |
| 2 | Boston Partners | $20.3M | 6.6M | ▲+4.5% Added · +286K sh | Q1 2026 | |
| 3 | WASATCH ADVISORS LP | $12.5M | 4.9M | ▲+35% Added · +1.3M sh | Q2 2026 | |
| 4 | BlackRock, Inc. | $15.0M | 4.9M | ▼−0.2% Reduced · −9K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $9.6M | 3.1M | →First observed position No prior filed position | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $7.5M | 2.4M | ▲+25% Added · +496K sh | Q1 2026 | |
| 7 | LMR Partners LLP | Withheld | 2.2M | —Held | Q1 2026 | |
| 8 | Hillsdale Investment Management Inc. | $5.9M | 1.9M | ▲+1.0% Added · +19K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $5.8M | 1.9M | ▼−6.5% Reduced · −131K sh | Q1 2026 | |
| 10 | Russell Investments Group, Ltd. | $5.4M | 1.8M | ▲+4.9% Added · +82K sh | Q1 2026 | |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5.1M | 1.6M | ▲+5.4% Added · +85K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $4.8M | 1.5M | ▲+2.0% Added · +31K sh | Q1 2026 | |
| 13 | FRANKLIN RESOURCES INC | $4.2M | 1.4M | ▼−20% Reduced · −339K sh | Q1 2026 | |
| 14 | STATE STREET CORP | $4.2M | 1.4M | ▲+20% Added · +224K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $4.1M | 1.3M | ▲+1.2% Added · +16K sh | Q1 2026 | |
| 16 | D. E. Shaw & Co., Inc. | $3.7M | 1.2M | ▲+123% Added · +665K sh | Q1 2026 | |
| 17 | Skylands Capital, LLC | $2.7M | 1.1M | ▲+7.6% Added · +76K sh | Q2 2026 | |
| 18 | TWO SIGMA INVESTMENTS, LP | $3.2M | 1.0M | ▲+41% Added · +302K sh | Q1 2026 | |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.0M | 964K | ▲+5.5% Added · +50K sh | Q1 2026 | |
| 20 | RENAISSANCE TECHNOLOGIES LLC | $2.7M | 873K | ▼−21% Reduced · −225K sh | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.6M | 857K | →First observed position No prior filed position | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $2.6M | 849K | ▲+256% Added · +611K sh | Q1 2026 | |
| 23 | MARSHALL WACE, LLP | $2.4M | 768K | ▼−41% Reduced · −524K sh | Q1 2026 | |
| 24 | Qube Research & Technologies Ltd | $2.3M | 754K | ▲+402% Added · +604K sh | Q1 2026 | |
| 25 | MILLENNIUM MANAGEMENT LLC | $2.1M | 695K | ▼−12% Reduced · −93K 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, 5 funds opened a new position in HLLY and 24 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 40 funds | $18.9B |
| AMAZON.COM INCAMZN | 39 funds | $14.5B |
| META PLATFORMS INC-CLASS AMETA | 39 funds | $11.2B |
| ELI LILLY & COLLY | 39 funds | $5.6B |
| ORACLE CORPORCL | 39 funds | $3.6B |
| LAM RESEARCH CORPLRCX | 39 funds | $3.5B |
| US BANCORPUSB | 39 funds | $2.3B |
| CARDINAL HEALTH INCCAH | 39 funds | $838.2M |
| NVIDIA CORPNVDA | 38 funds | $23.7B |
| APPLE INCAAPL | 38 funds | $19.6B |
| ALPHABET INC-CL AGOOGL | 38 funds | $11.9B |
| ALPHABET INC-CL CGOOG | 38 funds | $11.0B |
Ranked by how many of HLLY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 18, 2025 | Sentinel Capital Partners V, L.P. | Director, 10% Owner | Sell (S) | 2.1M | $5.5M |
| Sep 10, 2025 | Sentinel Partners V, L.P. | Director, 10% Owner | Sell (S) | 14.0M | $36.8M |
| Mar 20, 2025 | Sentinel Capital Investors V, L.P. | Director, 10% Owner | Sell (S) | 802K | $2.0M |
| Dec 16, 2024 | Sentinel Managing Co V, Inc. | Director, 10% Owner | Sell (S) | 1.7M | $5.2M |
| Jun 12, 2024 | Rubel Matthew E | Exec. Chairman of the Board, Director | Buy (P) | 14K | $49K |
| Mar 15, 2024 | Clempson Graham | Director | Buy (P) | 41K | $173K |
| Mar 14, 2024 | Clempson Graham | Director | Buy (P) | 59K | $247K |
| Nov 22, 2023 | Stevenson Matthew | President and CEO, Director | Buy (P) | 14K | $56K |
| Nov 21, 2023 | Stevenson Matthew | President and CEO, Director | Buy (P) | 11K | $44K |
| Nov 13, 2023 | JONES GINGER M | Director | Buy (P) | 10K | $38K |
| Aug 15, 2023 | Sentinel Capital Partners V, L.P. | Director, 10% Owner | Sell (S) | 5.5M | $34.6M |
| Aug 15, 2023 | Coady James D. | Director | Sell (S) | 5.5M | $34.6M |
| Class | 13F holders | Value held |
|---|---|---|
| HLLYthis pagecs | 115 funds | $184.8M |
| HLLYthis pageSPAC Combination | 9 funds | $302K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
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/HLLY/capital-change-brief"
Use Arkolith's capital_change_brief for HLLY. 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 HLLY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.