HNI

Hni Corp
Consumer DiscretionaryUSCUSIP 404251100◍ Confluence graph
Tracked 13F Holders
250
-128 QoQ
13F Value (tracked)
$2.0B
Insider Net · 180d
-$4.6M
0↑ 1↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)33 adding · 18 trimming
Insider net (180d)-$4.6M

Who owns HNI?

250 tracked 13F filers

250 tracked 13F filers disclose a position in HNI as of the latest SEC 13F filings, a combined $2.0B 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$345.4M
10.3M
+3.2%
Added · +324K sh
Q1 2026
2FMR LLC
$261.7M
7.8M
+130%
Added · +4.4M sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$151.5M
4.5M
First observed position
No prior filed position
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$101.3M
3.0M
First observed position
No prior filed position
Q1 2026
5DIMENSIONAL FUND ADVISORS LP
$99.2M
3.0M
+0.6%
Added · +16K sh
Q1 2026
6STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
$97.7M
2.9M
Held
Q1 2026
7STATE STREET CORP
$113.0M
2.8M
+4.2%
Added · +111K sh
Q2 2026
8NORTHERN TRUST CORP
$76.1M
2.3M
+2.0%
Added · +44K sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$75.9M
1.9M
+8.2%
Added · +142K sh
Q2 2026
10FIFTH THIRD BANCORP
$52.7M
1.6M
−36%
Reduced · −898K sh
Q1 2026
11Bank of New York Mellon Corp
$40.1M
1.2M
−13%
Reduced · −180K sh
Q1 2026
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$37.8M
1.1M
+0.9%
Added · +10K sh
Q1 2026
13COOKE & BIELER LP
$32.3M
966K
+28%
Added · +212K sh
Q1 2026
14Boston Partners
$31.0M
931K
+9.4%
Added · +80K sh
Q1 2026
15AMERIPRISE FINANCIAL INC
$30.2M
905K
+25%
Added · +183K sh
Q1 2026
16MORGAN STANLEY
$24.9M
745K
−8.0%
Reduced · −65K sh
Q1 2026
17AMERICAN CENTURY COMPANIES INC
$24.5M
735K
−19%
Reduced · −170K sh
Q1 2026
18BANK OF AMERICA CORP /DE/
$20.7M
620K
+16%
Added · +86K sh
Q1 2026
19SYSTEMATIC FINANCIAL MANAGEMENT LP
$19.1M
572K
−1.9%
Reduced · −11K sh
Q1 2026
20LONE PEAK GLOBAL INVESTORS LLC
$21.7M
537K
−2.0%
Reduced · −11K sh
Q2 2026
21VANGUARD FIDUCIARY TRUST CO
$15.5M
463K
First observed position
No prior filed position
Q1 2026
22GOLDMAN SACHS GROUP INC
$14.0M
421K
−44%
Reduced · −328K sh
Q1 2026
23PRINCIPAL FINANCIAL GROUP INC
$13.8M
413K
+11%
Added · +41K sh
Q1 2026
24Pillsbury Lake Capital LLC
$16.7M
413K
+87%
Added · +192K sh
Q2 2026
25BARCLAYS PLC
$13.6M
408K
−31%
Reduced · −184K 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.

Is HNI being bought or sold by institutions?

Last quarter, 12 funds opened a new position in HNI and 21 added to an existing one, while 18 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).

Opened (NEW)
12
funds
Added
21
funds
Reduced
18
funds
Exited
0
funds

Funds that own HNI also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT137 funds$214.7B
AMAZON.COM INCAMZN134 funds$158.0B
APPLE INCAAPL132 funds$236.8B
ALPHABET INC-CL AGOOGL132 funds$124.8B
NVIDIA CORPNVDA131 funds$314.0B
META PLATFORMS INC-CLASS AMETA131 funds$87.5B
JPMORGAN CHASE & COJPM130 funds$47.1B
ELI LILLY & COLLY129 funds$64.4B
COSTCO WHOLESALE CORPCOST129 funds$29.5B
BANK OF AMERICA CORPBAC129 funds$26.7B
ALPHABET INC-CL CGOOG128 funds$104.6B
VISA INC-CLASS A SHARESV127 funds$46.0B

Ranked by how many of HNI's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$4.6M
1 insiders
Net
-$4.6M
9 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 28, 2026Lorenger Jeffrey DPresident & CEO, DirectorSell (S)2K$75K
Aug 27, 2026Lorenger Jeffrey DPresident & CEO, DirectorSell (S)12K$623K
Aug 27, 2026Lorenger Jeffrey DPresident & CEO, DirectorSell (S)27K$1.4M
Aug 26, 2026Lorenger Jeffrey DPresident & CEO, DirectorSell (S)3K$142K
Aug 26, 2026Lorenger Jeffrey DPresident & CEO, DirectorSell (S)5K$234K
Aug 24, 2026Lorenger Jeffrey DPresident & CEO, DirectorSell (S)400$20K
Aug 24, 2026Lorenger Jeffrey DPresident & CEO, DirectorSell (S)300$15K
Aug 3, 2026Lorenger Jeffrey DPresident & CEO, DirectorSell (S)11K$507K
Aug 3, 2026Lorenger Jeffrey DPresident & CEO, DirectorSell (S)35K$1.7M
Feb 9, 2026Smith Brian ScottPresident, Hearth & Home TechSell (S)2K$104K
Jul 24, 2025Lorenger Jeffrey DPresident & CEO, DirectorSell (S)100$5K
Jul 24, 2025Lorenger Jeffrey DPresident & CEO, DirectorSell (S)100$5K

Institutional ownership over time

114 funds-68 since Q3 2024
0130259Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $294.7M

Recent filings

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No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in HNI

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.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HNI/capital-change-brief"
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Use Arkolith's capital_change_brief for HNI.
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 HNI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.