Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
536 institutional managers reported holding HL for the quarter ended Mar 31, 2026. Together they hold about 71% of shares outstanding; the top 10 hold 47%. 112 opened new positions; 92 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 90.27M | 13.37% | $1.68B | added +3.5% | ≤2013 |
| Vanguard Group | 66.10M | 9.79% | $1.23B | added +0.6% | ≤2013 |
| State Street | 33.39M | 4.95% | $622.3M | added +3.4% | ≤2013 |
| VAN ECK Associates CORP | 33.12M | 4.91% | $617.4M | trimmed -10.6% | ≤2013 |
| Mirae Asset Global Etfs Holdings LTD. | 20.62M | 3.05% | $384.3M | trimmed -2.9% | 2017 Q1 |
| Tidal Investments LLC | 19.66M | 2.91% | $366.5M | trimmed -18.9% | 2024 Q1 |
| Geode Capital | 18.78M | 2.78% | $350.1M | added +13% | ≤2013 |
| Invesco | 12.80M | 1.90% | $238.6M | added +195.7% | ≤2013 |
| Dimensional Fund Advisors | 12.61M | 1.87% | $235.0M | trimmed -27% | ≤2013 |
| Goldman Sachs | 10.06M | 1.49% | $187.5M | trimmed -23% | ≤2013 |
| Northern Trust | 8.37M | 1.24% | $156.0M | added +1.3% | ≤2013 |
| D. E. Shaw | 8.33M | 1.23% | $155.2M | added +346.1% | 2019 Q3 |
| Charles Schwab Investment Management | 6.79M | 1.01% | $126.7M | trimmed -2.8% | ≤2013 |
| Arrowstreet Capital | 6.36M | 0.94% | $118.5M | trimmed -50% | 2024 Q3 |
| Jupiter Asset Management LTD | 5.81M | 0.86% | $108.4M | added +26.2% | 2025 Q4 |
| BNY Mellon | 4.69M | 0.69% | $87.4M | added +2.5% | ≤2013 |
| Morgan Stanley | 4.59M | 0.68% | $85.6M | trimmed -16% | ≤2013 |
| Two Sigma | 4.41M | 0.65% | $82.3M | added +680.6% | 2024 Q1 |
| Nuveen | 4.11M | 0.61% | $76.5M | added +1.1% | 2019 Q2 |
| Millennium Management | 3.97M | 0.59% | $74.0M | added +128.2% | 2017 Q4 |
| UBS | 3.97M | 0.59% | $74.0M | added +8.7% | ≤2013 |
| Renaissance Technologies | 3.90M | 0.58% | $72.7M | opened | 2024 Q3 |
| Ninety One UK LTD | 3.71M | 0.55% | $69.1M | trimmed -14.1% | 2022 Q4 |
| FMR (Fidelity) | 3.20M | 0.47% | $59.6M | added +2.9% | 2018 Q3 |
| First Trust Advisors LP | 3.17M | 0.47% | $59.2M | trimmed -3.4% | 2016 Q2 |
| Susquehanna International Group | 2.82M | 0.42% | $52.5M | trimmed -19.6% | ≤2013 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2.49M | 0.37% | $46.4M | trimmed -2.7% | 2025 Q1 |
| Wellington Management | 2.21M | 0.33% | $41.2M | added +2.5% | 2020 Q3 |
| Citigroup INC | 2.11M | 0.31% | $39.4M | added +168.3% | ≤2013 |
| Principal Financial Group INC | 2.09M | 0.31% | $38.9M | added +43.6% | ≤2013 |
| HRT Financial LP | 1.94M | 0.29% | $36.2M | added +28.6% | 2025 Q4 |
| Rhumbline Advisers | 1.92M | 0.28% | $35.8M | added +1.9% | ≤2013 |
| Tudor Investment | 1.85M | 0.28% | $34.6M | added +2110.3% | 2023 Q4 |
| Squarepoint Ops LLC | 1.72M | 0.25% | $32.0M | added +1356.9% | 2023 Q3 |
| AQR Capital | 1.66M | 0.25% | $31.0M | added +377.2% | 2020 Q2 |
| Amundi | 1.58M | 0.23% | $29.5M | trimmed -19.2% | 2020 Q4 |
| AllianceBernstein | 1.49M | 0.22% | $27.7M | added +16.2% | ≤2013 |
| Citadel Advisors | 1.44M | 0.21% | $26.9M | trimmed -11.5% | ≤2013 |
| Bank OF America CORP /DE/ | 1.34M | 0.20% | $24.9M | trimmed -33.3% | ≤2013 |
| Swiss National Bank | 1.33M | 0.20% | $24.7M | unchanged | ≤2013 |
| Barclays PLC | 1.33M | 0.20% | $24.7M | trimmed -5.3% | ≤2013 |
| Capital Fund Management S.a. | 1.30M | 0.19% | $24.1M | added +1326.4% | 2025 Q4 |
| CalPERS | 1.29M | 0.19% | $24.0M | opened | 2026 Q1 |
| Man Group | 1.27M | 0.19% | $23.8M | added +149.9% | 2024 Q3 |
| American Century Companies INC | 1.13M | 0.17% | $21.0M | added +18% | 2019 Q1 |
| Point72 | 1.12M | 0.17% | $20.8M | trimmed -38% | 2025 Q3 |
| Janus Henderson | 1.05M | 0.15% | $19.5M | added +67.1% | 2021 Q3 |
| Wells Fargo & COMPANY/MN | 937.2k | 0.14% | $17.5M | trimmed -32% | ≤2013 |
| Legal & General Group PLC | 924.1k | 0.14% | $17.2M | trimmed -9.6% | ≤2013 |
| Walleye Capital LLC | 906.7k | 0.13% | $16.9M | added +411.3% | 2024 Q1 |
Largest 50 of 536 shown; the full ranked, searchable register is at boothcheck.com/holders/HL. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.