HLLY US Equity

Holley Inc.

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Consumer Discretionary · Motor Vehicle Parts & Accessories · CIK 1822928 · FYE 1231

$2.78

-0.01 (-0.36%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding HLLY · 2026-Q1 methodology → sources →

139 holders

% of shares outstanding held

59.6%

Shares held (13F)

72,371,610

Reporting holders

139

Top holders

largest 100 of 139 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Allspring Global Investments Holdings, LLC	9,823,9039.8M	$31M	8.09%	—
2	Boston Partners	6,614,5406.6M	$20M	5.45%	ADD 5%
3	BlackRock, Inc.	4,873,0694.9M	$15M	4.01%	—
4	Blue Owl Capital Holdings LP	4,236,8884.2M	$13M	3.49%	ADD 2%
5	WASATCH ADVISORS LP	3,617,7823.6M	$11M	2.98%	—
6	BAMCO INC /NY/	3,250,0003.3M	$10M	2.68%	—
7	VANGUARD CAPITAL MANAGEMENT LLC	3,124,4423.1M	$10M	2.57%	NEW†
8	CLEARLAKE CAPITAL GROUP, L.P.	2,750,0002.8M	$8M	2.26%	—
9	DIMENSIONAL FUND ADVISORS LP	2,447,2662.4M	$8M	2.01%	ADD 25%
10	Hillsdale Investment Management Inc.	1,929,4611.9M	$6M	1.59%	—
11	BANK OF AMERICA CORP /DE/	1,882,3661.9M	$6M	1.55%	TRIM -7%
12	Russell Investments Group, Ltd.	1,755,6041.8M	$5M	1.45%	ADD 5%
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1,646,7481.6M	$5M	1.36%	ADD 5%
14	GEODE CAPITAL MANAGEMENT, LLC	1,549,4861.5M	$5M	1.28%	ADD 2%
15	FRANKLIN RESOURCES INC	1,366,6611.4M	$4M	1.13%	TRIM -20%
16	STATE STREET CORP	1,365,6411.4M	$4M	1.12%	ADD 20%
17	MORGAN STANLEY	1,327,2931.3M	$4M	1.09%	—
18	D. E. Shaw & Co., Inc.	1,207,1501.2M	$4M	0.99%	ADD 123%
19	TWO SIGMA INVESTMENTS, LP	1,036,0031.0M	$3M	0.85%	ADD 41%
20	Skylands Capital, LLC	993,850993,850	$3M	0.82%	TRIM -4%
21	BRIDGEWAY CAPITAL MANAGEMENT, LLC	963,570963,570	$3M	0.79%	ADD 6%
22	RENAISSANCE TECHNOLOGIES LLC	873,100873,100	$3M	0.72%	TRIM -21%
23	VANGUARD PORTFOLIO MANAGEMENT LLC	856,586856,586	$3M	0.71%	NEW
24	AQR CAPITAL MANAGEMENT LLC	848,839848,839	$3M	0.70%	ADD 256%
25	MARSHALL WACE, LLP	767,708767,708	$2M	0.63%	TRIM -41%
26	Qube Research & Technologies Ltd	754,119754,119	$2M	0.62%	ADD 402%
27	ALGERT GLOBAL LLC	709,202709,202	$2M	0.58%	ADD 857%
28	MILLENNIUM MANAGEMENT LLC	694,893694,893	$2M	0.57%	TRIM -12%
29	Empowered Funds, LLC	556,270556,270	$2M	0.46%	ADD 10%
30	JPMORGAN CHASE & CO	572,687572,687	$2M	0.47%	ADD 38%
31	Mink Brook Asset Management LLC	551,738551,738	$2M	0.45%	—
32	NORTHERN TRUST CORP	540,830540,830	$2M	0.45%	ADD 5%
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	507,051507,051	$2M	0.42%	TRIM -3%
34	First Eagle Investment Management, LLC	480,797480,797	$1M	0.40%	—
35	SEI INVESTMENTS CO	478,995478,995	$1M	0.39%	—
36	CenterBook Partners LP	469,293469,293	$1M	0.39%	NEW
37	VANGUARD FIDUCIARY TRUST CO	383,454383,454	$1M	0.32%	NEW
38	ADVISORY RESEARCH INC	326,561326,561	$1M	0.27%	TRIM -83%
39	GOLDMAN SACHS GROUP INC	309,144309,144	$949,072	0.25%	ADD 83%
40	Bank of New York Mellon Corp	252,398252,398	$774,862	0.21%	—
41	Nuveen, LLC	236,020236,020	$724,582	0.19%	TRIM -58%
42	PRUDENTIAL FINANCIAL INC	201,730201,730	$619,311	0.17%	ADD 150%
43	UBS Group AG	161,776161,776	$496,652	0.13%	ADD 1210%
44	STATE OF WISCONSIN INVESTMENT BOARD	154,610154,610	$474,653	0.13%	ADD 6%
45	FORMULA GROWTH LTD	138,520138,520	$425,256	0.11%	—
46	BNP PARIBAS FINANCIAL MARKETS	138,394138,394	$424,870	0.11%	ADD 29%
47	PANAGORA ASSET MANAGEMENT INC	136,984136,984	$420,541	0.11%	ADD 5%
48	AMERICAN CENTURY COMPANIES INC	133,296133,296	$409,219	0.11%	ADD 3%
49	Point72 Asset Management, L.P.	125,921125,921	$386,577	0.10%	ADD 70%
50	State of Wyoming	125,425125,425	$385,055	0.10%	ADD 293%
51	JACOBS LEVY EQUITY MANAGEMENT, INC	121,943121,943	$374,365	0.10%	ADD 395%
52	Squarepoint Ops LLC	114,356114,356	$351,073	0.09%	ADD 340%
53	Invesco Ltd.	108,890108,890	$334,292	0.09%	TRIM -9%
54	Vanguard Global Advisers, LLC	107,677107,677	$330,568	0.09%	NEW
55	Creative Planning	106,051106,051	$325,577	0.09%	TRIM -7%
56	LOS ANGELES CAPITAL MANAGEMENT LLC	96,38696,386	$295,906	0.08%	TRIM -42%
57	RHUMBLINE ADVISERS	85,08285,082	$261,194	0.07%	—
58	ALLIANCEBERNSTEIN L.P.	62,53062,530	$258,249	0.05%	ADD 35%
59	CITADEL ADVISORS LLC	79,76379,763	$244,872	0.07%	TRIM -62%
60	CANADA PENSION PLAN INVESTMENT BOARD	69,80069,800	$214,286	0.06%	NEW
61	WELLS FARGO & COMPANY/MN	68,23768,237	$209,488	0.06%	TRIM -45%
62	AMERIPRISE FINANCIAL INC	64,26564,265	$197,294	0.05%	TRIM -17%
63	DEUTSCHE BANK AG\	56,20256,202	$172,540	0.05%	ADD 16%
64	PRICE T ROWE ASSOCIATES INC /MD/	52,36352,363	$161,000	0.04%	ADD 51%
65	Brevan Howard Capital Management LP	44,75544,755	$137,398	0.04%	NEW
66	Centiva Capital, LP	43,90143,901	$134,776	0.04%	NEW
67	BLAIR WILLIAM & CO/IL	38,86038,860	$119,300	0.03%	—
68	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	36,38236,382	$111,693	0.03%	ADD 2%
69	Focus Partners Wealth	33,77733,777	$103,695	0.03%	ADD 20%
70	R Squared Ltd	33,60633,606	$103,171	0.03%	ADD 122%
71	SUSQUEHANNA INTERNATIONAL GROUP, LLP	29,46329,463	$90,451	0.02%	NEW
72	Mariner, LLC	28,95328,953	$88,529	0.02%	ADD 157%
73	IEQ CAPITAL, LLC	27,47727,477	$84,354	0.02%	ADD 62%
74	CAPTRUST FINANCIAL ADVISORS	26,23026,230	$80,509	0.02%	ADD 15%
75	CWM, LLC	26,16026,160	$80,311	0.02%	ADD 134%
76	GSA CAPITAL PARTNERS LLP	23,96523,965	$74,000	0.02%	TRIM -87%
77	INTECH INVESTMENT MANAGEMENT LLC	24,03924,039	$73,800	0.02%	TRIM -19%
78	MANUFACTURERS LIFE INSURANCE COMPANY, THE	21,64921,649	$66,462	0.02%	TRIM -12%
79	PharVision Advisers, LLC	21,38121,381	$65,640	0.02%	NEW
80	Cerity Partners LLC	21,32521,325	$65,468	0.02%	ADD 9%
81	Certified Advisory Corp	21,19121,191	$65,056	0.02%	—
82	Police & Firemen's Retirement System of New Jersey	20,55620,556	$63,107	0.02%	—
83	MetLife Investment Management, LLC	19,16519,165	$58,837	0.02%	TRIM -55%
84	NISA INVESTMENT ADVISORS, LLC	16,24616,246	$49,875	0.01%	—
85	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16,19416,194	$49,716	0.01%	NEW
86	Vanguard Personalized Indexing Management, LLC	14,53314,533	$44,616	0.01%	ADD 41%
87	BARCLAYS PLC	13,99113,991	$42,952	0.01%	TRIM -89%
88	Grantham, Mayo, Van Otterloo & Co. LLC	13,45713,457	$41,313	0.01%	NEW
89	Voleon Capital Management LP	13,15313,153	$40,380	0.01%	TRIM -61%
90	Chicago Partners Investment Group LLC	10,58610,586	$35,146	0.01%	NEW
91	VOYA INVESTMENT MANAGEMENT LLC	11,22811,228	$34,470	0.01%	—
92	ProShare Advisors LLC	11,07611,076	$34,003	0.01%	TRIM -21%
93	NEW YORK STATE COMMON RETIREMENT FUND	10,44510,445	$32,066	0.01%	—
94	US BANCORP \DE\	10,34610,346	$31,762	0.01%	—
95	Callan Family Office, LLC	10,09110,091	$30,979	0.01%	TRIM -5%
96	CITIGROUP INC	8,9188,918	$27,378	0.01%	TRIM -18%
97	State of Alaska, Department of Revenue	8,6338,633	$26,000	0.01%	—
98	Legal & General Group Plc	6,8356,835	$20,983	0.01%	—
99	Ameritas Investment Partners, Inc.	5,1775,177	$15,893	0.00%	—
100	FMR LLC	5,1625,162	$15,847	0.00%	TRIM -28%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Allspring Global Investments Holdings, LLC

10.2M

10.3M

10.6M

9.7M

9.8M

$31M

Boston Partners

1.6M

2.6M

4.8M

7.7M

6.3M

6.6M

$20M

BlackRock, Inc.

3.2M

3.6M

3.8M

4.9M

$15M

Blue Owl Capital Holdings LP

3.0M

5.3M

4.1M

4.9M

4.1M

4.2M

$13M

WASATCH ADVISORS LP

—

6.0M

3.7M

3.6M

$11M

BAMCO INC /NY/

4.0M

3.3M

$10M

VANGUARD CAPITAL MANAGEMENT LLC

—

3.1M

$10M

CLEARLAKE CAPITAL GROUP, L.P.

2.8M

$8M

DIMENSIONAL FUND ADVISORS LP

1.2M

1.4M

1.6M

1.8M

2.0M

2.4M

$8M

Hillsdale Investment Management Inc.

—

1.9M

$6M

BANK OF AMERICA CORP /DE/

1.1M

1.5M

2.2M

2.0M

1.9M

$6M

Russell Investments Group, Ltd.

819K

921K

1.1M

1.7M

1.8M

$5M

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

—

1.1M

1.6M

$5M

GEODE CAPITAL MANAGEMENT, LLC

1.2M

1.3M

1.5M

$5M

FRANKLIN RESOURCES INC

—

508K

1.2M

1.4M

1.7M

1.4M

$4M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	139	72,371,610	59.6%	$222M
2025-Q4	140	71,031,697	58.5%	$293M
2025-Q3	132	70,041,484	57.7%	$219M
2025-Q2	117	57,127,125	47.0%	$115M
2025-Q1	118	56,110,089	46.2%	$144M
2024-Q4	123	54,230,342	44.6%	$163M
2024-Q3	130	51,118,651	42.1%	$151M
2024-Q2	121	51,761,741	42.6%	$185M
2024-Q1	118	48,817,161	40.2%	$217M
2023-Q4	115	47,605,328	39.2%	$231M
2023-Q3	118

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding HLLY · 2026-Q1 methodology → sources →

139 holders

% of shares outstanding held

59.6%

Shares held (13F)

72,371,610

Reporting holders

139

Top holders

largest 100 of 139 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Allspring Global Investments Holdings, LLC	9,823,9039.8M	$31M	8.09%	—
2	Boston Partners	6,614,5406.6M	$20M	5.45%	ADD 5%
3	BlackRock, Inc.	4,873,0694.9M	$15M	4.01%	—
4	Blue Owl Capital Holdings LP	4,236,8884.2M	$13M	3.49%	ADD 2%
5	WASATCH ADVISORS LP	3,617,7823.6M	$11M	2.98%	—
6	BAMCO INC /NY/	3,250,0003.3M	$10M	2.68%	—
7	VANGUARD CAPITAL MANAGEMENT LLC	3,124,4423.1M	$10M	2.57%	NEW†
8	CLEARLAKE CAPITAL GROUP, L.P.	2,750,0002.8M	$8M	2.26%	—
9	DIMENSIONAL FUND ADVISORS LP	2,447,2662.4M	$8M	2.01%	ADD 25%
10	Hillsdale Investment Management Inc.	1,929,4611.9M	$6M	1.59%	—
11	BANK OF AMERICA CORP /DE/	1,882,3661.9M	$6M	1.55%	TRIM -7%
12	Russell Investments Group, Ltd.	1,755,6041.8M	$5M	1.45%	ADD 5%
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1,646,7481.6M	$5M	1.36%	ADD 5%
14	GEODE CAPITAL MANAGEMENT, LLC	1,549,4861.5M	$5M	1.28%	ADD 2%
15	FRANKLIN RESOURCES INC	1,366,6611.4M	$4M	1.13%	TRIM -20%
16	STATE STREET CORP	1,365,6411.4M	$4M	1.12%	ADD 20%
17	MORGAN STANLEY	1,327,2931.3M	$4M	1.09%	—
18	D. E. Shaw & Co., Inc.	1,207,1501.2M	$4M	0.99%	ADD 123%
19	TWO SIGMA INVESTMENTS, LP	1,036,0031.0M	$3M	0.85%	ADD 41%
20	Skylands Capital, LLC	993,850993,850	$3M	0.82%	TRIM -4%
21	BRIDGEWAY CAPITAL MANAGEMENT, LLC	963,570963,570	$3M	0.79%	ADD 6%
22	RENAISSANCE TECHNOLOGIES LLC	873,100873,100	$3M	0.72%	TRIM -21%
23	VANGUARD PORTFOLIO MANAGEMENT LLC	856,586856,586	$3M	0.71%	NEW
24	AQR CAPITAL MANAGEMENT LLC	848,839848,839	$3M	0.70%	ADD 256%
25	MARSHALL WACE, LLP	767,708767,708	$2M	0.63%	TRIM -41%
26	Qube Research & Technologies Ltd	754,119754,119	$2M	0.62%	ADD 402%
27	ALGERT GLOBAL LLC	709,202709,202	$2M	0.58%	ADD 857%
28	MILLENNIUM MANAGEMENT LLC	694,893694,893	$2M	0.57%	TRIM -12%
29	Empowered Funds, LLC	556,270556,270	$2M	0.46%	ADD 10%
30	JPMORGAN CHASE & CO	572,687572,687	$2M	0.47%	ADD 38%
31	Mink Brook Asset Management LLC	551,738551,738	$2M	0.45%	—
32	NORTHERN TRUST CORP	540,830540,830	$2M	0.45%	ADD 5%
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	507,051507,051	$2M	0.42%	TRIM -3%
34	First Eagle Investment Management, LLC	480,797480,797	$1M	0.40%	—
35	SEI INVESTMENTS CO	478,995478,995	$1M	0.39%	—
36	CenterBook Partners LP	469,293469,293	$1M	0.39%	NEW
37	VANGUARD FIDUCIARY TRUST CO	383,454383,454	$1M	0.32%	NEW
38	ADVISORY RESEARCH INC	326,561326,561	$1M	0.27%	TRIM -83%
39	GOLDMAN SACHS GROUP INC	309,144309,144	$949,072	0.25%	ADD 83%
40	Bank of New York Mellon Corp	252,398252,398	$774,862	0.21%	—
41	Nuveen, LLC	236,020236,020	$724,582	0.19%	TRIM -58%
42	PRUDENTIAL FINANCIAL INC	201,730201,730	$619,311	0.17%	ADD 150%
43	UBS Group AG	161,776161,776	$496,652	0.13%	ADD 1210%
44	STATE OF WISCONSIN INVESTMENT BOARD	154,610154,610	$474,653	0.13%	ADD 6%
45	FORMULA GROWTH LTD	138,520138,520	$425,256	0.11%	—
46	BNP PARIBAS FINANCIAL MARKETS	138,394138,394	$424,870	0.11%	ADD 29%
47	PANAGORA ASSET MANAGEMENT INC	136,984136,984	$420,541	0.11%	ADD 5%
48	AMERICAN CENTURY COMPANIES INC	133,296133,296	$409,219	0.11%	ADD 3%
49	Point72 Asset Management, L.P.	125,921125,921	$386,577	0.10%	ADD 70%
50	State of Wyoming	125,425125,425	$385,055	0.10%	ADD 293%
51	JACOBS LEVY EQUITY MANAGEMENT, INC	121,943121,943	$374,365	0.10%	ADD 395%
52	Squarepoint Ops LLC	114,356114,356	$351,073	0.09%	ADD 340%
53	Invesco Ltd.	108,890108,890	$334,292	0.09%	TRIM -9%
54	Vanguard Global Advisers, LLC	107,677107,677	$330,568	0.09%	NEW
55	Creative Planning	106,051106,051	$325,577	0.09%	TRIM -7%
56	LOS ANGELES CAPITAL MANAGEMENT LLC	96,38696,386	$295,906	0.08%	TRIM -42%
57	RHUMBLINE ADVISERS	85,08285,082	$261,194	0.07%	—
58	ALLIANCEBERNSTEIN L.P.	62,53062,530	$258,249	0.05%	ADD 35%
59	CITADEL ADVISORS LLC	79,76379,763	$244,872	0.07%	TRIM -62%
60	CANADA PENSION PLAN INVESTMENT BOARD	69,80069,800	$214,286	0.06%	NEW
61	WELLS FARGO & COMPANY/MN	68,23768,237	$209,488	0.06%	TRIM -45%
62	AMERIPRISE FINANCIAL INC	64,26564,265	$197,294	0.05%	TRIM -17%
63	DEUTSCHE BANK AG\	56,20256,202	$172,540	0.05%	ADD 16%
64	PRICE T ROWE ASSOCIATES INC /MD/	52,36352,363	$161,000	0.04%	ADD 51%
65	Brevan Howard Capital Management LP	44,75544,755	$137,398	0.04%	NEW
66	Centiva Capital, LP	43,90143,901	$134,776	0.04%	NEW
67	BLAIR WILLIAM & CO/IL	38,86038,860	$119,300	0.03%	—
68	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	36,38236,382	$111,693	0.03%	ADD 2%
69	Focus Partners Wealth	33,77733,777	$103,695	0.03%	ADD 20%
70	R Squared Ltd	33,60633,606	$103,171	0.03%	ADD 122%
71	SUSQUEHANNA INTERNATIONAL GROUP, LLP	29,46329,463	$90,451	0.02%	NEW
72	Mariner, LLC	28,95328,953	$88,529	0.02%	ADD 157%
73	IEQ CAPITAL, LLC	27,47727,477	$84,354	0.02%	ADD 62%
74	CAPTRUST FINANCIAL ADVISORS	26,23026,230	$80,509	0.02%	ADD 15%
75	CWM, LLC	26,16026,160	$80,311	0.02%	ADD 134%
76	GSA CAPITAL PARTNERS LLP	23,96523,965	$74,000	0.02%	TRIM -87%
77	INTECH INVESTMENT MANAGEMENT LLC	24,03924,039	$73,800	0.02%	TRIM -19%
78	MANUFACTURERS LIFE INSURANCE COMPANY, THE	21,64921,649	$66,462	0.02%	TRIM -12%
79	PharVision Advisers, LLC	21,38121,381	$65,640	0.02%	NEW
80	Cerity Partners LLC	21,32521,325	$65,468	0.02%	ADD 9%
81	Certified Advisory Corp	21,19121,191	$65,056	0.02%	—
82	Police & Firemen's Retirement System of New Jersey	20,55620,556	$63,107	0.02%	—
83	MetLife Investment Management, LLC	19,16519,165	$58,837	0.02%	TRIM -55%
84	NISA INVESTMENT ADVISORS, LLC	16,24616,246	$49,875	0.01%	—
85	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16,19416,194	$49,716	0.01%	NEW
86	Vanguard Personalized Indexing Management, LLC	14,53314,533	$44,616	0.01%	ADD 41%
87	BARCLAYS PLC	13,99113,991	$42,952	0.01%	TRIM -89%
88	Grantham, Mayo, Van Otterloo & Co. LLC	13,45713,457	$41,313	0.01%	NEW
89	Voleon Capital Management LP	13,15313,153	$40,380	0.01%	TRIM -61%
90	Chicago Partners Investment Group LLC	10,58610,586	$35,146	0.01%	NEW
91	VOYA INVESTMENT MANAGEMENT LLC	11,22811,228	$34,470	0.01%	—
92	ProShare Advisors LLC	11,07611,076	$34,003	0.01%	TRIM -21%
93	NEW YORK STATE COMMON RETIREMENT FUND	10,44510,445	$32,066	0.01%	—
94	US BANCORP \DE\	10,34610,346	$31,762	0.01%	—
95	Callan Family Office, LLC	10,09110,091	$30,979	0.01%	TRIM -5%
96	CITIGROUP INC	8,9188,918	$27,378	0.01%	TRIM -18%
97	State of Alaska, Department of Revenue	8,6338,633	$26,000	0.01%	—
98	Legal & General Group Plc	6,8356,835	$20,983	0.01%	—
99	Ameritas Investment Partners, Inc.	5,1775,177	$15,893	0.00%	—
100	FMR LLC	5,1625,162	$15,847	0.00%	TRIM -28%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Allspring Global Investments Holdings, LLC

10.2M

10.3M

10.6M

9.7M

9.8M

$31M

Boston Partners

1.6M

2.6M

4.8M

7.7M

6.3M

6.6M

$20M

BlackRock, Inc.

3.2M

3.6M

3.8M

4.9M

$15M

Blue Owl Capital Holdings LP

3.0M

5.3M

4.1M

4.9M

4.1M

4.2M

$13M

WASATCH ADVISORS LP

—

6.0M

3.7M

3.6M

$11M

BAMCO INC /NY/

4.0M

3.3M

$10M

VANGUARD CAPITAL MANAGEMENT LLC

—

3.1M

$10M

CLEARLAKE CAPITAL GROUP, L.P.

2.8M

$8M

DIMENSIONAL FUND ADVISORS LP

1.2M

1.4M

1.6M

1.8M

2.0M

2.4M

$8M

Hillsdale Investment Management Inc.

—

1.9M

$6M

BANK OF AMERICA CORP /DE/

1.1M

1.5M

2.2M

2.0M

1.9M

$6M

Russell Investments Group, Ltd.

819K

921K

1.1M

1.7M

1.8M

$5M

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

—

1.1M

1.6M

$5M

GEODE CAPITAL MANAGEMENT, LLC

1.2M

1.3M

1.5M

$5M

FRANKLIN RESOURCES INC

—

508K

1.2M

1.4M

1.7M

1.4M

$4M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	139	72,371,610	59.6%	$222M
2025-Q4	140	71,031,697	58.5%	$293M
2025-Q3	132	70,041,484	57.7%	$219M
2025-Q2	117	57,127,125	47.0%	$115M
2025-Q1	118	56,110,089	46.2%	$144M
2024-Q4	123	54,230,342	44.6%	$163M
2024-Q3	130	51,118,651	42.1%	$151M
2024-Q2	121	51,761,741	42.6%	$185M
2024-Q1	118	48,817,161	40.2%	$217M
2023-Q4	115	47,605,328	39.2%	$231M
2023-Q3	118

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HLLY US Equity☆

Institutional ownership· 13F filers holding HLLY · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding HLLY · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

HLLY US Equity