Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
227 institutional managers reported holding HLMN for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 58%. 29 opened new positions; 37 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 19.07M | 9.70% | $158.7M | added +1.5% | 2021 Q3 |
| FMR (Fidelity) | 14.40M | 7.32% | $119.8M | added +38.4% | 2022 Q2 |
| BlackRock | 14.21M | 7.22% | $118.2M | unchanged | 2021 Q3 |
| Kayne Anderson Rudnick Investment Management LLC | 12.31M | 6.26% | $102.5M | trimmed -4.5% | 2022 Q1 |
| Reinhart Partners, LLC. | 11.44M | 5.82% | $95.2M | unchanged | 2021 Q3 |
| Bank OF Montreal /CAN/ | 10.37M | 5.27% | $86.3M | trimmed -4.5% | 2024 Q3 |
| Dimensional Fund Advisors | 9.66M | 4.91% | $80.4M | added +9.9% | 2023 Q2 |
| Jefferies Financial Group INC. | 7.99M | 4.06% | $66.5M | unchanged | 2021 Q3 |
| American Century Companies INC | 7.81M | 3.97% | $64.9M | added +15.2% | 2022 Q3 |
| Allspring Global Investments Holdings, LLC | 6.73M | 3.42% | $56.0M | trimmed -1.7% | 2021 Q4 |
| Geode Capital | 5.02M | 2.55% | $41.8M | added +2.4% | 2021 Q3 |
| State Street | 4.41M | 2.24% | $36.7M | added +2.3% | 2021 Q3 |
| Barrow Hanley Mewhinney & Strauss LLC | 3.92M | 1.99% | $32.6M | trimmed -5.9% | 2025 Q2 |
| T. Rowe Price Investment Management, INC. | 3.86M | 1.96% | $32.1M | added +223.9% | 2024 Q4 |
| MFS Investment Management | 3.42M | 1.74% | $28.4M | opened | 2026 Q1 |
| Gw&k Investment Management, LLC | 3.09M | 1.57% | $25.7M | unchanged | 2024 Q2 |
| Charles Schwab Investment Management | 2.62M | 1.33% | $21.8M | trimmed -0.9% | 2021 Q3 |
| Anchor Capital Management Company, LLC (focused) | 2.54M | 1.29% | $21.1M | added +33.1% | 2025 Q2 |
| Neuberger Berman Group LLC | 2.42M | 1.23% | $20.2M | opened | 2026 Q1 |
| Riverbridge Partners LLC | 2.05M | 1.04% | $17.1M | trimmed -5.1% | 2024 Q2 |
| Northern Trust | 2.05M | 1.04% | $17.1M | added +27.7% | 2021 Q3 |
| Wellington Management | 1.90M | 0.97% | $15.8M | trimmed -12.1% | 2022 Q4 |
| Citadel Advisors | 1.84M | 0.94% | $15.3M | trimmed -34.5% | 2021 Q3 |
| Punch & Associates Investment Management, INC. | 1.77M | 0.90% | $14.8M | added +1.7% | 2023 Q2 |
| Point72 | 1.76M | 0.90% | $14.7M | trimmed -23.9% | 2025 Q3 |
| Nuveen | 1.74M | 0.88% | $14.5M | trimmed -1.4% | 2022 Q2 |
| Natixis Advisors, LLC | 1.67M | 0.85% | $13.9M | added +0.8% | 2021 Q3 |
| Jones Financial Companies Lllp | 1.65M | 0.84% | $13.8M | added +43201.8% | 2024 Q2 |
| WCM Investment Management | 1.38M | 0.70% | $11.5M | trimmed -36.3% | 2022 Q3 |
| Bank OF America CORP /DE/ | 1.36M | 0.69% | $11.4M | trimmed -1.2% | 2021 Q3 |
| Goldman Sachs | 1.16M | 0.59% | $9.7M | trimmed -16.1% | 2021 Q3 |
| D. E. Shaw | 1.13M | 0.57% | $9.4M | added +17.2% | 2024 Q3 |
| SEI Investments CO | 1.11M | 0.56% | $9.2M | trimmed -16.7% | 2022 Q2 |
| Arrowstreet Capital | 1.09M | 0.56% | $9.1M | added +46% | 2024 Q1 |
| Envestnet Asset Management INC | 1.08M | 0.55% | $9.0M | added +15.7% | 2021 Q3 |
| Wells Fargo & COMPANY/MN | 1.05M | 0.54% | $8.8M | trimmed -33.7% | 2021 Q3 |
| Clearbridge Investments, LLC | 954.8k | 0.49% | $7.9M | trimmed -3.3% | 2021 Q3 |
| Telemark Asset Management, LLC | 950.0k | 0.48% | $7.9M | unchanged | 2023 Q2 |
| Congruence Capital, LLC (focused) | 891.0k | 0.45% | $7.4M | added +19.9% | 2025 Q4 |
| Leith Wheeler Investment Counsel LTD. | 864.6k | 0.44% | $7.2M | added +18.5% | 2022 Q1 |
| ArrowMark Colorado Holdings LLC | 860.0k | 0.44% | $7.2M | added +28.2% | 2025 Q2 |
| Bernzott Capital Advisors (focused) | 753.9k | 0.38% | $6.3M | trimmed -12.2% | 2023 Q1 |
| Kennedy Capital Management LLC | 736.8k | 0.38% | $6.1M | trimmed -8.1% | 2021 Q3 |
| UBS | 719.6k | 0.37% | $6.0M | trimmed -76.7% | 2021 Q3 |
| Morgan Stanley | 719.6k | 0.37% | $6.0M | trimmed -34.3% | 2021 Q3 |
| BNY Mellon | 715.6k | 0.36% | $6.0M | trimmed -2.4% | 2021 Q3 |
| Nordea Investment Management AB | 628.3k | 0.32% | $5.2M | trimmed -3.9% | 2024 Q4 |
| Harbor Capital Advisors, INC. | 564.1k | 0.29% | $4.7M | added +4% | 2024 Q1 |
| Skylands Capital, LLC | 538.6k | 0.27% | $4.5M | added +42.1% | 2021 Q3 |
| Russell Investments Group, LTD. | 450.1k | 0.23% | $3.7M | added +4.2% | 2021 Q3 |
Largest 50 of 227 shown; the full ranked, searchable register is at boothcheck.com/holders/HLMN. 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.