Who owns HTLD
175 institutions reported holding HTLD for 2026Q1, together 47% of the company, more than the 169 a quarter earlier.
175
Institutions reporting a position · as of 2026Q1 · up from 169 the quarter before
- Shares held by institutions
- 36.1M
Shares held by institutions · 47% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $376M
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 23%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 22
- Positions exited
- 20
- Added to
- 65
- Reduced
- 43
- Top 10 holdersof the company
- 31%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 175 | 36.1M | $376M |
| 2025Q4 | 169 | 36.3M | $328M |
| 2025Q3 | 174 | 36.9M | $309M |
| 2025Q2 | 174 | 38.0M | $328M |
| 2025Q1 | 187 | 36.9M | $340M |
| 2024Q4 | 175 | 39.6M | $444M |
| 2024Q3 | 162 | 39.7M | $487M |
| 2024Q2 | 153 | 40.6M | $500M |
| 2024Q1 | 166 | 43.3M | $517M |
| 2023Q4 | 156 | 43.8M | $625M |
| 2023Q3 | 155 | 42.5M | $625M |
| 2023Q2 | 159 | 42.4M | $695M |
| 2023Q1 | 172 | 43.2M | $686M |
| 2022Q4 | 171 | 44.4M | $681M |
| 2022Q3 | 172 | 43.3M | $620M |
| 2022Q2 | 157 | 43.3M | $602M |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Inc. | 6.8M | 8.8% | $71M |
| DIMENSIONAL FUND ADVISORS LP | 3.9M | 5.0% | $40M |
| VANGUARD GROUP INC | 3.4M | 4.4% | $36M |
| STATE STREET CORP | 2.1M | 2.7% | $22M |
| AMERICAN CENTURY COMPANIES INC | 1.8M | 2.4% | $19M |
| GATE CITY CAPITAL MANAGEMENT, LLC | 1.6M | 2.0% | $16M |
| TWO SIGMA INVESTMENTS, LP | 1.4M | 1.9% | $15M |
| GEODE CAPITAL MANAGEMENT LLC | 1.2M | 1.5% | $12M |
| Charles Schwab Trust Co | 1.1M | 1.4% | $11M |
| AMERIPRISE FINANCIAL INC | 1.0M | 1.3% | $10M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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