HOV

Hovnanian Enterprises-A Cross-source read
IndustrialsCUSIP 442487401

Among active 13F managers last quarter, 12 opened and 19 added, while 14 reduced; the largest holder to move was Forager Capital Management, LLC (−37%). Over the last 180 days, 2 insiders sold and none bought, a net -$1.8M in open-market trades.

Tracked 13F holders
152
58 in Q2 2026 filings
13F value (tracked)
$344.7M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
31 adding · 14 trimming
Insiders · Form 4 open-market, 180d
0 buying · 2 selling · -$1.8M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns HOV?

152 tracked 13F filers · ranked by shares held

152 tracked 13F filers disclose a position in HOV as of the latest SEC 13F filings, a combined $344.7M 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.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.404K
$44.8M
−0.4%
Reduced · −2K sh
Q1 2026
2State Street Corp212K
$30.2M
+1.0%
Added · +2K sh
Q2 2026
3Vanguard Capital Management LLC196K
$21.8M
New filer
Inherited book · not a new buyer
Q1 2026
4Dimensional Fund Advisors LP175K
$19.4M
+0.1%
Added · +174 sh
Q1 2026
5Renaissance Technologies LLC163K
$18.1M
−2.5%
Reduced · −4K sh
Q1 2026
6Forager Capital Management, LLC150K
$21.3M
−37%
Reduced · −87K sh
Q2 2026
7American Century Companies Inc124K
$13.8M
+13%
Added · +15K sh
Q1 2026
8Geode Capital Management, LLC121K
$17.2M
+3.9%
Added · +5K sh
Q2 2026
9D. E. Shaw & Co., Inc.110K
$12.2M
+17%
Added · +16K sh
Q1 2026
10Charles Schwab Investment Management Inc97K
$10.8M
+12%
Added · +10K sh
Q1 2026
11Empowered Funds, LLC73K
$8.1M
New
+73K sh
Q1 2026
12Two Sigma Investments, LP70K
$7.8M
−7.9%
Reduced · −6K sh
Q1 2026
13Vanguard Portfolio Management LLC56K
$6.2M
New filer
Inherited book · not a new buyer
Q1 2026
14Goldman Sachs Group Inc51K
$5.7M
~0%
Added · +15 sh
Q1 2026
15Bridgeway Capital Management, LLC50K
$5.5M
−4.9%
Reduced · −3K sh
Q1 2026
16Northern Trust Corp49K
$5.5M
+3.2%
Added · +2K sh
Q1 2026
17UBS Group AG44K
$4.9M
−28%
Reduced · −17K sh
Q1 2026
18Trexquant Investment LP37K
$4.1M
11×
Added · +33K sh
Q1 2026
19Sei Investments Co35K
$3.9M
+102%
Added · +18K sh
Q1 2026
20AQR Capital Management LLC34K
$3.8M
+175%
Added · +22K sh
Q1 2026
21Vanguard Fiduciary Trust Co30K
$3.4M
New filer
Inherited book · not a new buyer
Q1 2026
22Landscape Capital Management, L.L.C.29K
$4.2M
New
+29K sh
Q2 2026
23Morgan Stanley28K
$3.1M
−51%
Reduced · −29K sh
Q1 2026
24Man Group plc27K
$3.8M
+20%
Added · +5K sh
Q2 2026
25Jane Street Group, LLC25K
$2.7M
+420%
Added · +20K 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 HOV being bought or sold by institutions?

Last quarter, 12 funds opened a new position in HOV and 19 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
12
funds took a first position
Added
19
added to an existing position
Reduced
14
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own HOV also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT78 funds$161.9B
Amazon.com IncAMZN78 funds$119.7B
Alphabet Inc-CL CGOOG77 funds$82.9B
Meta Platforms Inc-Class AMETA77 funds$71.2B
Lam Research CorpLRCX77 funds$19.5B
Chevron CorpCVX77 funds$18.2B
Nvidia CorpNVDA76 funds$245.8B
Apple IncAAPL76 funds$180.5B
Alphabet Inc-CL AGOOGL76 funds$90.1B
Eli Lilly & CoLLY76 funds$51.3B
Tesla IncTSLA76 funds$43.4B
JPMorgan Chase & CoJPM76 funds$35.0B

Ranked by how many of HOV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HOV.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$1.8M
2 insiders
Net · 180d
-$1.8M
2 open-market transactions
DateInsiderRoleActionSharesValue
Jun 25, 2026Sorsby J LarryDirectorSell (S)1K$147K
Jun 22, 2026Hovnanian Ara KChairman of the Board & CEO, Director, 10% OwnerSell (S)13K$1.6M
Aug 28, 2025Hovnanian Ara KChairman of Bd., Pres. & CEO, Director, 10% OwnerSell (S)609$84K
Jul 8, 2025Sellers Robin StoneDirectorSell (S)750$85K
Jul 7, 2025Sellers Robin StoneDirectorSell (S)750$82K
Jun 30, 2025Kangas Edward ADirectorSell (S)6K$589K
Mar 3, 2025Kangas Edward ADirectorSell (S)2K$203K
Feb 25, 2025Sellers Robin StoneDirectorSell (S)
4 lots, same day
977$105K
Dec 10, 2024Sellers Robin StoneDirectorSell (S)
2 lots, same day
241$41K
Dec 9, 2024Sellers Robin StoneDirectorSell (S)
2 lots, same day
290$50K
Oct 15, 2024Hovnanian Ara KChairman of Bd., Pres. & CEO, Director, 10% OwnerSell (S)
2 lots, same day
1K$241K
Oct 14, 2024Kangas Edward ADirectorSell (S)
2 lots, same day
2K$283K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
3728
Insiders
Form 4 open-market
02-$1.8M
US House
STOCK Act trades
00$0
Sector rotation
HOV is in Industrials, which smart money is rotating OUT OF
$1.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

58 tracked filers in Q2 2026 filingsstill filing
069137Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $95.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
HOVthis pagecs152 funds$344.7M
442487203COMMON STOCK2 funds$148K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

Keep exploring

Connected entities for HOV

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Ask your agent what changed in HOV

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HOV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for HOV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for HOV. Filings are public domain, sourced to SEC EDGAR.