13F QoQ Ownership Changes
FHB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 63 new · 117 added · 137 reduced · 26 exited
New Positions(63)
Added To(117)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 3,720,826 | +1,514,465 | $94.1M | +$39.4M | 68.6% |
| UBS Group AG | 1,128,002 | +719,312 | $28.5M | +$18.4M | 176.0% |
| VANGUARD GROUP INC | 14,457,575 | +358,632 | $365.8M | +$15.7M | 2.5% |
| Quantinno Capital Management LP | 1,122,382 | +590,641 | $28.4M | +$15.2M | 111.1% |
| GOLDMAN SACHS GROUP INC | 1,096,002 | +537,841 | $27.7M | +$13.9M | 96.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,853,300 | +485,149 | $46.9M | +$12.9M | 35.5% |
| AMERICAN CENTURY COMPANIES INC | 3,323,376 | +431,715 | $84.1M | +$12.3M | 14.9% |
| Qube Research & Technologies Ltd | 598,798 | +476,366 | $15.1M | +$12.1M | 389.1% |
| TWO SIGMA INVESTMENTS, LP | 1,003,156 | +466,301 | $25.4M | +$12.0M | 86.8% |
| BlackRock, Inc. | 16,601,025 | +168,618 | $420.0M | +$12.0M | 1.0% |
| NORGES BANK | 1,592,131 | +316,478 | $40.3M | +$10.7M | 24.8% |
| CRAWFORD INVESTMENT COUNSEL INC | 665,047 | +375,735 | $16.8M | +$9.6M | 129.9% |
| FMR LLC | 5,444,649 | +284,801 | $137.7M | +$9.6M | 5.5% |
| DIMENSIONAL FUND ADVISORS LP | 6,380,268 | +221,492 | $161.4M | +$8.5M | 3.6% |
| MILLENNIUM MANAGEMENT LLC | 396,939 | +324,561 | $10.0M | +$8.2M | 448.4% |
| REINHART PARTNERS, LLC. | 2,591,559 | +231,018 | $65.6M | +$7.0M | 9.8% |
| RENAISSANCE TECHNOLOGIES LLC | 394,500 | +224,000 | $10.0M | +$5.7M | 131.4% |
| TWO SIGMA ADVISERS, LP | 347,500 | +209,200 | $8.8M | +$5.4M | 151.3% |
| D. E. Shaw & Co., Inc. | 944,889 | +195,660 | $23.9M | +$5.3M | 26.1% |
| MORGAN STANLEY | 2,279,975 | +149,848 | $57.7M | +$4.8M | 7.0% |
| CITADEL ADVISORS LLC | 179,229 | +155,228 | $4.5M | +$3.9M | 646.8% |
| Schonfeld Strategic Advisors LLC | 154,468 | +133,964 | $3.9M | +$3.4M | 653.4% |
| DARK FOREST CAPITAL MANAGEMENT LP | 133,400 | +121,718 | $3.4M | +$3.1M | 1041.9% |
| XTX Topco Ltd | 135,286 | +104,623 | $3.4M | +$2.7M | 341.2% |
| Campbell & CO Investment Adviser LLC | 113,528 | +102,659 | $2.9M | +$2.6M | 944.5% |
| FRANKLIN RESOURCES INC | 123,944 | +81,075 | $3.1M | +$2.1M | 189.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 85,071 | +76,750 | $2.2M | +$1.9M | 922.4% |
| SEI INVESTMENTS CO | 321,004 | +53,427 | $8.1M | +$1.5M | 20.0% |
| Edgestream Partners, L.P. | 262,374 | +51,250 | $6.6M | +$1.4M | 24.3% |
| AMERIPRISE FINANCIAL INC | 343,389 | +35,250 | $8.7M | +$1.0M | 11.4% |
| Mariner, LLC | 68,724 | +39,523 | $1.7M | +$1.0M | 135.3% |
| Quantbot Technologies LP | 44,756 | +36,466 | $1.1M | +$926.5K | 439.9% |
| Voya Investment Management LLC | 59,740 | +36,142 | $1.5M | +$925.5K | 153.2% |
| Creative Planning | 94,415 | +33,702 | $2.4M | +$881.2K | 55.5% |
| Man Group plc | 202,553 | +31,528 | $5.1M | +$878.0K | 18.4% |
| Cerity Partners LLC | 117,858 | +31,984 | $3.0M | +$849.6K | 37.2% |
| Caprock Group, LLC | 53,823 | +31,499 | $1.4M | +$782.4K | 141.1% |
| Crossmark Global Holdings, Inc. | 56,310 | +30,400 | $1.4M | +$781.3K | 117.3% |
| Invesco Ltd. | 543,874 | +16,454 | $13.8M | +$664.2K | 3.1% |
| Corient Private Wealth LLC | 92,826 | +77,082 | $996.3K | +$605.3K | 489.6% |
| Squarepoint Ops LLC | 57,049 | +19,958 | $1.4M | +$522.4K | 53.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 751,204 | +6,235 | $19.0M | +$507.9K | 0.8% |
| Bayforest Capital Ltd | 21,229 | +18,658 | $537.1K | +$473.3K | 725.7% |
| LPL Financial LLC | 183,722 | +12,871 | $4.6M | +$405.9K | 7.5% |
| RHUMBLINE ADVISERS | 303,670 | +9,491 | $7.7M | +$378.4K | 3.2% |
| NEUBERGER BERMAN GROUP LLC | 22,890 | +14,487 | $579.1K | +$370.5K | 172.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 41,950 | +10,938 | $1.1M | +$347.4K | 35.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 44,243 | +13,050 | $1.1M | +$344.8K | 41.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,538 | +12,915 | $671.4K | +$333.2K | 94.8% |
| COMERICA BANK | 120,461 | +8,028 | $3.0M | +$256.0K | 7.1% |
| California Public Employees Retirement System | 237,514 | +4,547 | $6.0M | +$224.5K | 1.9% |
| New Age Alpha Advisors, LLC | 17,527 | +7,407 | $443.4K | +$192.2K | 73.2% |
| OSAIC HOLDINGS, INC. | 13,403 | +6,855 | $339.1K | +$171.3K | 104.7% |
| Swiss National Bank | 245,767 | +2,000 | $6.2M | +$165.2K | 0.8% |
| CAXTON ASSOCIATES LLP | 42,843 | +5,784 | $1.1M | +$163.8K | 15.6% |
| Balyasny Asset Management L.P. | 23,476 | +5,743 | $593.9K | +$153.6K | 32.4% |
| Sequoia Financial Advisors, LLC | 21,844 | +5,567 | $552.7K | +$148.5K | 34.2% |
| &PARTNERS | 96,819 | +4,082 | $2.4M | +$148.1K | 4.4% |
| Curated Wealth Partners LLC | 21,743 | +5,258 | $550.1K | +$140.8K | 31.9% |
| CAPTRUST FINANCIAL ADVISORS | 21,471 | +4,907 | $543.2K | +$131.9K | 29.6% |
| SYON CAPITAL LLC | 19,347 | +4,319 | $489.5K | +$116.3K | 28.7% |
| HB Wealth Management, LLC | 12,445 | +4,275 | $314.9K | +$112.0K | 52.3% |
| Merit Financial Group, LLC | 12,422 | +3,950 | $314.3K | +$103.9K | 46.6% |
| Brevan Howard Capital Management LP | 15,094 | +3,744 | $381.9K | +$100.1K | 33.0% |
| CIBC Asset Management Inc | 12,173 | +3,701 | $308.0K | +$97.6K | 43.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | 118,385 | +1,286 | $3.0M | +$87.6K | 1.1% |
| ROTHSCHILD INVESTMENT LLC | 6,738 | +3,200 | $170.5K | +$82.6K | 90.4% |
| Russell Investments Group, Ltd. | 23,171 | +2,051 | $586.2K | +$61.8K | 9.7% |
| Pictet Asset Management Holding SA | 18,904 | +2,033 | $478.3K | +$59.4K | 12.1% |
| Rockefeller Capital Management L.P. | 2,649 | +2,263 | $67.0K | +$57.4K | 586.3% |
| Quarry LP | 2,947 | +2,096 | $74.6K | +$53.4K | 246.3% |
| WINTON GROUP Ltd | 51,010 | +1,121 | $1.3M | +$51.8K | 2.2% |
| NISA INVESTMENT ADVISORS, LLC | 92,378 | +110 | $2.3M | +$46.1K | 0.1% |
| Farther Finance Advisors, LLC | 2,821 | +1,798 | $71.4K | +$46.0K | 175.8% |
| Cetera Investment Advisers | 10,897 | +1,517 | $275.7K | +$42.8K | 16.2% |
| M&T Bank Corp | 16,575 | +1,073 | $419.2K | +$34.4K | 6.9% |
| TRUIST FINANCIAL CORP | 9,507 | +836 | $240.5K | +$25.2K | 9.6% |
| Parallel Advisors, LLC | 4,646 | +925 | $117.5K | +$25.2K | 24.9% |
| EverSource Wealth Advisors, LLC | 3,762 | +703 | $95.2K | +$19.2K | 23.0% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 28,314 | +200 | $716.3K | +$18.3K | 0.7% |
| Maryland State Retirement & Pension System | 25,300 | +126 | $640.1K | +$15.0K | 0.5% |
| Versant Capital Management, Inc | 4,944 | +509 | $125.1K | +$15.0K | 11.5% |
| GAMMA Investing LLC | 5,626 | +485 | $142.3K | +$14.7K | 9.4% |
| Salomon & Ludwin, LLC | 833 | +521 | $21.9K | +$14.2K | 167.0% |
| Global Retirement Partners, LLC | 1,702 | +534 | $43.1K | +$14.1K | 45.7% |
| Retirement Planning Group, LLC | 29,112 | +3 | $736.5K | +$13.8K | 0.0% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 14,140 | +180 | $357.7K | +$11.1K | 1.3% |
| SIGNATUREFD, LLC | 6,320 | +266 | $159.9K | +$9.6K | 4.4% |
| Quent Capital, LLC | 2,802 | +188 | $70.9K | +$6.0K | 7.2% |
| Parkside Financial Bank & Trust | 6,633 | +114 | $167.8K | +$5.9K | 1.7% |
| Larson Financial Group LLC | 220 | +200 | $5.6K | +$5.1K | 1000.0% |
| True Wealth Design, LLC | 649 | +154 | $16.4K | +$4.1K | 31.1% |
| BESSEMER GROUP INC | 163,758 | +162,523 | $4.1K | +$4.1K | 13159.8% |
| ASSETMARK, INC | 186 | +161 | $4.7K | +$4.1K | 644.0% |
| SJS Investment Consulting Inc. | 169 | +153 | $4.3K | +$3.9K | 956.3% |
| JONES FINANCIAL COMPANIES LLLP | 1,866 | +143 | $47.2K | +$3.8K | 8.3% |
| Smartleaf Asset Management LLC | 4,030 | +30 | $103.1K | +$3.4K | 0.8% |
| FIFTH THIRD BANCORP | 1,109 | +55 | $28.1K | +$1.9K | 5.2% |
| SG Americas Securities, LLC | 89,506 | +71,927 | $2.3K | +$1.8K | 409.2% |
| Root Financial Partners, LLC | 451 | +64 | $11.4K | +$1.8K | 16.5% |
| JFS WEALTH ADVISORS, LLC | 116 | +44 | $2.9K | +$1.1K | 61.1% |
| Bare Financial Services, Inc | 282 | +37 | $7.1K | +$1.1K | 15.1% |
| High Note Wealth, LLC | 196 | +31 | $5.0K | +$862 | 18.8% |
| Westside Investment Management, Inc. | 119 | +19 | $3.0K | +$528 | 19.0% |
| HARBOR CAPITAL ADVISORS, INC. | 158,505 | +10,701 | $4.0K | +$340 | 7.2% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 41,068 | +10,543 | $1.0K | +$281 | 34.5% |
| CWM, LLC | 68,023 | +8,841 | $1.7K | +$252 | 14.9% |
| HANTZ FINANCIAL SERVICES, INC. | 13,916 | +9,379 | $352 | +$239 | 206.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 96,740 | +4,458 | $2.4K | +$156 | 4.8% |
| SBI Securities Co., Ltd. | 201 | +2 | $5.1K | +$144 | 1.0% |
| Rossby Financial, LCC | 21 | +5 | $531 | +$138 | 31.3% |
| NATIXIS ADVISORS, LLC | 25,734 | +4,395 | $651 | +$121 | 20.6% |
| Rialto Wealth Management, LLC | 14 | +4 | $355 | +$106 | 40.0% |
| AMALGAMATED BANK | 39,379 | +1,746 | $996 | +$62 | 4.6% |
| Bay Harbor Wealth Management, LLC | 11 | +2 | $278 | +$55 | 22.2% |
| Covestor Ltd | 7,336 | +953 | $186 | +$28 | 14.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,628 | +410 | $41 | +$11 | 33.7% |