128 tracked 13F filers disclose a position in HY as of the latest SEC 13F filings, a combined $261.3M 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. | $29.5M | 909K | ▲+2.0% Added · +18K sh | Q1 2026 | |
| 2 | GAMCO INVESTORS, INC. ET AL | $26.4M | 811K | ▼−2.8% Reduced · −23K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $19.1M | 588K | ▲+5.1% Added · +29K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $15.5M | 476K | →First observed position No prior filed position | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $13.4M | 413K | ▲+9.3% Added · +35K sh | Q1 2026 | |
| 6 | VALUEWORKS LLC | $12.9M | 395K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $10.0M | 309K | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $9.7M | 297K | ▲+7.7% Added · +21K sh | Q1 2026 | |
| 9 | DEPRINCE RACE & ZOLLO INC | $8.7M | 267K | ▲New +267K sh | Q1 2026 | |
| 10 | ProShare Advisors LLC | $6.2M | 192K | ▲+5.9% Added · +11K sh | Q1 2026 | |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | $5.6M | 173K | ▲+20% Added · +29K sh | Q1 2026 | |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $5.3M | 164K | ▲+29% Added · +37K sh | Q1 2026 | |
| 13 | Russell Investments Group, Ltd. | $5.2M | 159K | ▲+822% Added · +141K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $4.5M | 140K | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $4.4M | 136K | ▼−39% Reduced · −88K sh | Q1 2026 | |
| 16 | D. E. Shaw & Co., Inc. | $4.0M | 122K | ▼−31% Reduced · −54K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $3.9M | 120K | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 18 | FEDERATED HERMES, INC. | $3.8M | 116K | ▼−5.9% Reduced · −7K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.6M | 110K | ▲+14% Added · +13K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $3.5M | 108K | ▲+25% Added · +22K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $3.4M | 103K | ▲+7.7% Added · +7K sh | Q1 2026 | |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.3M | 101K | ▲+6.8% Added · +6K sh | Q1 2026 | |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.0M | 94K | →First observed position No prior filed position | Q1 2026 | |
| 24 | FMR LLC | $3.0M | 91K | ▲+17% Added · +13K sh | Q1 2026 | |
| 25 | NEW YORK STATE COMMON RETIREMENT FUND | $2.7M | 83K | ▲18× Added · +79K 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, 8 funds opened a new position in HY and 25 added to an existing one, while 16 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 | 35 funds | $15.3B |
| JPMORGAN CHASE & COJPM | 35 funds | $5.2B |
| WELLS FARGO & COWFC | 35 funds | $1.2B |
| US BANCORPUSB | 35 funds | $893.2M |
| GENERAL MOTORS COGM | 35 funds | $809.6M |
| HARTFORD INSURANCE GROUP INCHIG | 35 funds | $596.4M |
| COMCAST CORP-CLASS ACMCSA | 35 funds | $423.7M |
| NETAPP INCNTAP | 35 funds | $133.6M |
| NVIDIA CORPNVDA | 34 funds | $22.9B |
| APPLE INCAAPL | 34 funds | $18.6B |
| AMAZON.COM INCAMZN | 34 funds | $11.0B |
| BROADCOM INCAVGO | 34 funds | $8.2B |
Ranked by how many of HY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 4, 2024 | TAPLIN FRANK F | Insider | Sell (S) | 12K | $681K |
| Mar 1, 2024 | TAPLIN FRANK F | Insider | Sell (S) | 5K | $293K |
| May 10, 2023 | SICHEL SUSAN | Insider | Sell (S) | 3K | $155K |
| Mar 3, 2023 | KELLY MARTHA S | Insider | Sell (S) | 2K | $69K |
| Jun 4, 2021 | Breier Gregory | Vice President-Tax | Sell (S) | 2K | $186K |
| Mar 9, 2021 | SICHEL SUSAN | Insider | Sell (S) | 3K | $229K |
| Mar 9, 2021 | KELLY MARTHA S | Insider | Sell (S) | 80 | $7K |
| Mar 9, 2021 | KELLY MARTHA S | Insider | Sell (S) | 2K | $222K |
| Feb 12, 2021 | BUTLER JOHN C JR | Insider | Buy (P) | 104K | $6.2M |
| Feb 12, 2021 | WILLIAMS DAVID B | Insider | Buy (P) | 104K | $6.2M |
| Feb 12, 2021 | BUTLER HELEN RANKIN | Insider | Buy (P) | 104K | $6.2M |
| Feb 12, 2021 | WILLIAMS CLARA R | Insider | Buy (P) | 104K | $6.2M |
No filings captured for this ticker in the live stream yet.
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/HY/capital-change-brief"
Use Arkolith's capital_change_brief for HY. 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 HY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.