Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
612 institutional managers reported holding HLN for the quarter ended Mar 31, 2026. Together they hold about 6% of shares outstanding; the top 10 hold 4%. 84 opened new positions; 77 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Dodge & Cox | 146.54M | 1.63% | $1.47B | trimmed -3.4% | 2022 Q3 |
| FMR (Fidelity) | 113.97M | 1.27% | $1.14B | added +5.6% | 2022 Q3 |
| Clearbridge Investments, LLC | 31.72M | 0.35% | $317.3M | added +0.9% | 2022 Q3 |
| Morgan Stanley | 19.17M | 0.21% | $191.8M | trimmed -10.8% | 2022 Q3 |
| Harding Loevner LP | 15.71M | 0.17% | $157.2M | trimmed -5.4% | 2023 Q1 |
| Harris Associates (Oakmark) | 15.03M | 0.17% | $150.4M | opened | 2026 Q1 |
| Arrowstreet Capital | 14.67M | 0.16% | $146.8M | added +82.8% | 2024 Q4 |
| Bank OF America CORP /DE/ | 10.93M | 0.12% | $109.4M | added +17% | 2022 Q3 |
| Natixis Advisors, LLC | 9.20M | 0.10% | $92.0M | trimmed -8.1% | 2022 Q3 |
| Jones Financial Companies Lllp | 9.09M | 0.10% | $90.9M | added +2454.6% | 2022 Q4 |
| Nuveen | 8.70M | 0.10% | $87.0M | added +41% | 2024 Q1 |
| Aristotle Capital Management, LLC | 7.66M | 0.09% | $76.7M | trimmed -2.1% | 2022 Q3 |
| Envestnet Asset Management INC | 7.03M | 0.08% | $70.4M | added +28.4% | 2022 Q3 |
| Douglas Lane & Associates, LLC | 6.69M | 0.07% | $67.0M | trimmed -1% | 2022 Q3 |
| Point72 | 6.57M | 0.07% | $65.8M | added +38.7% | 2022 Q4 |
| Raymond James Financial INC | 6.26M | 0.07% | $62.7M | added +3.5% | 2022 Q3 |
| Goldman Sachs | 6.13M | 0.07% | $61.3M | trimmed -41.3% | 2022 Q3 |
| Sculptor Capital | 5.30M | 0.06% | $53.0M | trimmed -49.3% | 2022 Q3 |
| BlackRock | 5.25M | 0.06% | $52.5M | added +5.4% | 2022 Q3 |
| Rockefeller Capital Management L.p. | 5.10M | 0.06% | $51.1M | trimmed -5.4% | 2022 Q3 |
| Northern Trust | 4.88M | 0.05% | $48.8M | added +1.3% | 2022 Q3 |
| Wellington Management | 4.83M | 0.05% | $48.3M | trimmed -3.3% | 2023 Q3 |
| VAN ECK Associates CORP | 4.64M | 0.05% | $46.4M | added +2.9% | 2022 Q3 |
| Bank Julius Baer & CO. LTD, Zurich | 4.36M | 0.05% | $43.6M | trimmed -2.3% | 2024 Q4 |
| First Eagle Investment Management | 4.03M | 0.04% | $40.3M | added +20.9% | 2022 Q3 |
| Wells Fargo & COMPANY/MN | 4.02M | 0.04% | $40.2M | added +7.9% | 2022 Q3 |
| Cibc Bancorp USA INC. | 3.95M | 0.04% | $39.6M | added +39261.9% | 2024 Q1 |
| Royal Bank OF Canada | 3.06M | 0.03% | $30.7M | added +8.5% | 2022 Q3 |
| Principal Financial Group INC | 2.95M | 0.03% | $29.5M | added +1937.9% | 2023 Q4 |
| BNY Mellon | 2.60M | 0.03% | $26.0M | trimmed -2.1% | 2022 Q3 |
| Jane Street | 2.29M | 0.03% | $22.9M | added +48.9% | 2022 Q3 |
| Stifel Financial CORP | 2.18M | 0.02% | $21.8M | added +3.5% | 2022 Q3 |
| Grantham, Mayo, Van Otterloo & CO. LLC | 1.90M | 0.02% | $19.0M | added +18.7% | 2023 Q4 |
| UBS | 1.76M | 0.02% | $17.6M | added +58.8% | 2022 Q3 |
| LPL Financial LLC | 1.75M | 0.02% | $17.5M | added +6.7% | 2022 Q3 |
| WCM Investment Management | 1.73M | 0.02% | $17.3M | added +70.3% | 2023 Q2 |
| Voloridge Investment Management | 1.67M | 0.02% | $16.7M | trimmed -52.4% | 2024 Q4 |
| JTC Employer Solutions Trustee LTD | 1.61M | 0.02% | $16.1M | added +470.2% | 2022 Q3 |
| Kayne Anderson Rudnick Investment Management LLC | 1.58M | 0.02% | $15.8M | trimmed -2.6% | 2022 Q4 |
| Franklin Resources | 1.53M | 0.02% | $15.3M | unchanged | 2022 Q3 |
| Clark Estates INC/NY | 1.40M | 0.02% | $14.0M | trimmed -22.2% | 2022 Q3 |
| Citigroup INC | 1.33M | 0.01% | $13.3M | added +36.4% | 2022 Q3 |
| SEI Investments CO | 1.29M | 0.01% | $12.9M | added +89.4% | 2022 Q3 |
| Quantinno Capital Management LP | 1.22M | 0.01% | $12.2M | added +11.8% | 2022 Q4 |
| Tidal Investments LLC | 1.17M | 0.01% | $11.7M | trimmed -18.5% | 2025 Q1 |
| Scharf Investments, LLC | 1.15M | 0.01% | $11.5M | added +5% | 2025 Q2 |
| Goodman Financial CORP | 1.15M | 0.01% | $11.5M | opened | 2026 Q1 |
| American Century Companies INC | 1.13M | 0.01% | $11.4M | added +14% | 2022 Q3 |
| Manufacturers Life Insurance Company, THE | 1.13M | 0.01% | $11.3M | trimmed -1.1% | 2024 Q1 |
| HRT Financial LP | 1.10M | 0.01% | $11.0M | opened | 2025 Q2 |
Largest 50 of 612 shown; the full ranked, searchable register is at boothcheck.com/holders/HLN. 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.