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/HNI/capital-change-brief"
Use Arkolith's capital_change_brief for HNI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $345.4M | 10.3M | ▲+3.2% Added · +324K sh | Q1 2026 | |
| 2 | FMR LLC | $261.7M | 7.8M | ▲+130% Added · +4.4M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $151.5M | 4.5M | ▲New +4.5M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $101.3M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $99.2M | 3.0M | ▲+0.6% Added · +16K sh | Q1 2026 | |
| 6 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $97.7M | 2.9M | —Held | Q1 2026 | |
| 7 | STATE STREET CORP | $89.6M | 2.7M | ▲+4.2% Added · +108K sh | Q1 2026 | |
| 8 | NORTHERN TRUST CORP | $76.1M | 2.3M | ▲+2.0% Added · +44K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $57.9M | 1.7M | ▲+10% Added · +163K sh | Q1 2026 | |
| 10 | FIFTH THIRD BANCORP | $52.7M | 1.6M | ▼−36% Reduced · −898K sh | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | $40.1M | 1.2M | ▼−13% Reduced · −180K sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.8M | 1.1M | ▲+0.9% Added · +10K sh | Q1 2026 | |
| 13 | COOKE & BIELER LP | $32.3M | 966K | ▲+28% Added · +212K sh | Q1 2026 | |
| 14 | Boston Partners | $31.0M | 931K | ▲+9.4% Added · +80K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $30.2M | 905K | ▲+25% Added · +183K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $24.9M | 745K | ▼−8.0% Reduced · −65K sh | Q1 2026 | |
| 17 | AMERICAN CENTURY COMPANIES INC | $24.5M | 735K | ▼−19% Reduced · −170K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $20.7M | 620K | ▲+16% Added · +86K sh | Q1 2026 | |
| 19 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $19.1M | 572K | ▼−1.9% Reduced · −11K sh | Q1 2026 | |
| 20 | LONE PEAK GLOBAL INVESTORS LLC | $18.3M | 548K | ▼−4.6% Reduced · −26K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $15.5M | 463K | ▲New +463K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $14.0M | 421K | ▼−44% Reduced · −328K sh | Q1 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $13.8M | 413K | ▲+11% Added · +41K sh | Q1 2026 | |
| 24 | BARCLAYS PLC | $13.6M | 408K | ▼−31% Reduced · −184K sh | Q1 2026 | |
| 25 | D. E. Shaw & Co., Inc. | $13.0M | 388K | ▼−58% Reduced · −535K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 19, 2026 | Bell Mary A | Director | Grant (A) | 5K | $0 |
| May 19, 2026 | Brown Timothy C. E. | Director | Grant (A) | 5K | $0 |
| May 19, 2026 | Brown Timothy C. E. | Director | Grant (A) | 427 | $12K |
| May 19, 2026 | Hallinan Patrick D | Director | Grant (A) | 5K | $0 |
| May 19, 2026 | Hartnett John R. | Director | Grant (A) | 5K | $0 |
| May 19, 2026 | Jones Mary K.W. | Director | Grant (A) | 5K | $0 |
| May 19, 2026 | Porcellato Larry B | Director | Grant (A) | 5K | $0 |
| May 19, 2026 | ROBERTS DAVID MARTIN | Director | Grant (A) | 5K | $0 |
| May 19, 2026 | ROBERTS DAVID MARTIN | Director | Grant (A) | 427 | $12K |
| May 19, 2026 | Sivajee Dhanusha | Director | Grant (A) | 5K | $0 |
| May 19, 2026 | Williams Linda K | Director | Grant (A) | 5K | $0 |
| Feb 25, 2026 | Berger Vincent P | EVP & Chief Financial Officer | Tax withholding (F) | 10K | $503K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 105 funds | $44.0B |
| MASTERCARD INC - AMA | 104 funds | $8.0B |
| ALPHABET INC-CL AGOOGL | 103 funds | $28.8B |
| META PLATFORMS INC-CLASS AMETA | 103 funds | $20.3B |
| ELI LILLY & COLLY | 103 funds | $13.8B |
| COSTCO WHOLESALE CORPCOST | 103 funds | $7.9B |
| LAM RESEARCH CORPLRCX | 103 funds | $4.9B |
| APPLE INCAAPL | 102 funds | $54.3B |
| AMAZON.COM INCAMZN | 102 funds | $30.6B |
| JPMORGAN CHASE & COJPM | 102 funds | $15.0B |
| VISA INC-CLASS A SHARESV | 102 funds | $8.6B |
| MICRON TECHNOLOGY INCMU | 102 funds | $8.1B |
Ranked by how many of HNI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HNI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.