13F QoQ Ownership Changes
HURN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 56 new · 109 added · 137 reduced · 34 exited
New Positions(56)
Added To(109)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 422,719 | +308,770 | $73.1M | +$56.4M | 271.0% |
| BlackRock, Inc. | 1,323,984 | +27,355 | $228.9M | +$38.6M | 2.1% |
| FMR LLC | 620,179 | +142,397 | $107.2M | +$37.1M | 29.8% |
| PRINCIPAL FINANCIAL GROUP INC | 476,863 | +162,706 | $82.5M | +$36.3M | 51.8% |
| MORGAN STANLEY | 779,120 | +79,757 | $134.7M | +$32.1M | 11.4% |
| JENNISON ASSOCIATES LLC | 587,755 | +6,810 | $101.6M | +$16.4M | 1.2% |
| Capital International Investors | 98,443 | +89,193 | $17.0M | +$15.7M | 964.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 412,844 | +232 | $71.4M | +$10.8M | 0.1% |
| Invesco Ltd. | 247,393 | +26,933 | $42.8M | +$10.4M | 12.2% |
| JANUS HENDERSON GROUP PLC | 65,682 | +57,352 | $11.4M | +$10.1M | 688.5% |
| JANE STREET GROUP, LLC | 64,978 | +56,512 | $11.2M | +$10.0M | 667.5% |
| BANK OF AMERICA CORP /DE/ | 250,690 | +18,129 | $43.3M | +$9.2M | 7.8% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 284,856 | +7,380 | $49.3M | +$8.5M | 2.6% |
| FEDERATED HERMES, INC. | 118,341 | +36,769 | $20.5M | +$8.5M | 45.1% |
| Clark Capital Management Group, Inc. | 84,416 | +9,852 | $14.6M | +$3.7M | 13.2% |
| LAZARD ASSET MANAGEMENT LLC | 51,311 | +14,646 | $8.9M | +$3.5M | 39.9% |
| Nuveen, LLC | 87,673 | +5,438 | $15.2M | +$3.1M | 6.6% |
| GOLDMAN SACHS GROUP INC | 113,680 | +572 | $19.7M | +$3.1M | 0.5% |
| STATE OF WISCONSIN INVESTMENT BOARD | 38,919 | +13,146 | $6.7M | +$2.9M | 51.0% |
| WELLS FARGO & COMPANY/MN | 29,308 | +11,917 | $5.1M | +$2.5M | 68.5% |
| Suncoast Equity Management | 17,206 | +11,471 | $3.0M | +$2.1M | 200.0% |
| Ninety One UK Ltd | 59,689 | +2,943 | $10.3M | +$2.0M | 5.2% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 15,001 | +10,638 | $2.6M | +$2.0M | 243.8% |
| Russell Investments Group, Ltd. | 10,655 | +8,596 | $1.8M | +$1.5M | 417.5% |
| CITIGROUP INC | 12,952 | +8,099 | $2.2M | +$1.5M | 166.9% |
| BLAIR WILLIAM & CO/IL | 54,950 | +553 | $9.5M | +$1.5M | 1.0% |
| Torray Investment Partners LLC | 13,016 | +7,616 | $2.3M | +$1.5M | 141.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,971 | +3,656 | $5.2M | +$1.3M | 13.9% |
| BNP PARIBAS FINANCIAL MARKETS | 11,034 | +6,704 | $1.9M | +$1.3M | 154.8% |
| BARCLAYS PLC | 36,737 | +10,964 | $5.1M | +$1.3M | 42.5% |
| AMERIPRISE FINANCIAL INC | 40,525 | +1,316 | $7.0M | +$1.3M | 3.4% |
| OBERWEIS ASSET MANAGEMENT INC/ | 41,500 | +1,000 | $7.2M | +$1.2M | 2.5% |
| AlphaQuest LLC | 8,117 | +6,578 | $1.4M | +$1.2M | 427.4% |
| POLEN CAPITAL MANAGEMENT LLC | 15,086 | +4,788 | $2.6M | +$1.1M | 46.5% |
| JPMORGAN CHASE & CO | 23,688 | +3,088 | $4.1M | +$1.1M | 15.0% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 8,035 | +5,772 | $1.4M | +$1.1M | 255.1% |
| Creative Planning | 14,895 | +4,215 | $2.6M | +$1.0M | 39.5% |
| LPL Financial LLC | 13,589 | +4,422 | $2.3M | +$1.0M | 48.2% |
| Swiss National Bank | 34,100 | +700 | $5.9M | +$994.1K | 2.1% |
| US BANCORP \DE\ | 4,945 | +4,436 | $855.0K | +$780.3K | 871.5% |
| Mariner, LLC | 19,532 | +1,241 | $3.4M | +$691.9K | 6.8% |
| Cetera Investment Advisers | 8,363 | +3,199 | $1.4M | +$688.1K | 61.9% |
| VICTORY CAPITAL MANAGEMENT INC | 20,812 | +848 | $3.6M | +$668.5K | 4.2% |
| AQR CAPITAL MANAGEMENT LLC | 12,707 | +1,869 | $2.2M | +$606.5K | 17.2% |
| BURNEY CO/ | 8,375 | +1,982 | $1.4M | +$509.8K | 31.0% |
| STIFEL FINANCIAL CORP | 6,713 | +1,391 | $1.2M | +$379.6K | 26.1% |
| Integrated Quantitative Investments LLC | 6,512 | +1,205 | $1.1M | +$347.1K | 22.7% |
| Pathstone Holdings, LLC | 3,207 | +1,661 | $554.5K | +$327.6K | 107.4% |
| Quantinno Capital Management LP | 3,520 | +1,548 | $608.6K | +$319.2K | 78.5% |
| Global Retirement Partners, LLC | 1,983 | +1,775 | $342.9K | +$312.4K | 853.4% |
| Farther Finance Advisors, LLC | 1,718 | +1,703 | $297.1K | +$294.9K | 11353.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7,275 | +516 | $1.3M | +$265.9K | 7.6% |
| KLP KAPITALFORVALTNING AS | 9,200 | +100 | $1.6M | +$255.2K | 1.1% |
| MML INVESTORS SERVICES, LLC | 6,929 | +488 | $1.2M | +$252.8K | 7.6% |
| Moran Wealth Management, LLC | 5,154 | +794 | $891.2K | +$251.3K | 18.2% |
| RITHOLTZ WEALTH MANAGEMENT | 4,937 | +755 | $853.7K | +$239.9K | 18.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 4,400 | +800 | $760.8K | +$232.4K | 22.2% |
| Smartleaf Asset Management LLC | 1,257 | +1,234 | $220.4K | +$217.1K | 5365.2% |
| NBC SECURITIES, INC. | 2,353 | +1,023 | $406.9K | +$211.7K | 76.9% |
| Keebeck Wealth Management | 3,751 | +751 | $648.6K | +$208.3K | 25.0% |
| TRUIST FINANCIAL CORP | 6,485 | +87 | $1.1M | +$182.3K | 1.4% |
| Wakefield Asset Management LLLP | 6,648 | +22 | $1.1M | +$177.0K | 0.3% |
| Cerity Partners LLC | 4,507 | +235 | $779.3K | +$152.3K | 5.5% |
| PRINCIPAL SECURITIES, INC. | 1,241 | +787 | $214.6K | +$147.9K | 173.3% |
| UNIQUE WEALTH, LLC | 2,185 | +580 | $377.8K | +$142.2K | 36.1% |
| PNC Financial Services Group, Inc. | 2,442 | +525 | $422.2K | +$140.9K | 27.4% |
| CAPTRUST FINANCIAL ADVISORS | 2,194 | +507 | $379.4K | +$131.8K | 30.1% |
| Kestra Advisory Services, LLC | 4,064 | +169 | $702.7K | +$131.0K | 4.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,991 | +111 | $706.4K | +$124.7K | 2.9% |
| Orion Porfolio Solutions, LLC | 4,138 | +74 | $715.5K | +$119.0K | 1.8% |
| Clearstead Advisors, LLC | 822 | +619 | $142.1K | +$112.3K | 304.9% |
| ProShare Advisors LLC | 3,117 | +201 | $539.0K | +$111.0K | 6.9% |
| Pictet Asset Management Holding SA | 2,499 | +307 | $432.1K | +$110.4K | 14.0% |
| TWO SIGMA SECURITIES, LLC | 1,890 | +374 | $326.8K | +$104.3K | 24.7% |
| State of Wyoming | 3,098 | +105 | $535.7K | +$96.4K | 3.5% |
| Tidal Investments LLC | 3,016 | +66 | $521.5K | +$88.5K | 2.2% |
| Atria Investments, Inc | 2,249 | +133 | $388.9K | +$78.3K | 6.3% |
| Belpointe Asset Management LLC | 2,671 | +30 | $461.8K | +$74.2K | 1.1% |
| JONES FINANCIAL COMPANIES LLLP | 1,679 | +139 | $290.3K | +$65.5K | 9.0% |
| ASSETMARK, INC | 1,358 | +203 | $234.8K | +$65.3K | 17.6% |
| Vanguard Personalized Indexing Management, LLC | 2,340 | +9 | $404.6K | +$62.3K | 0.4% |
| RIVERSEDGE ADVISORS, LLC | 2,235 | +1 | $386.5K | +$58.6K | 0.0% |
| OLD NATIONAL BANCORP /IN/ | 1,443 | +54 | $249.5K | +$45.6K | 3.9% |
| NorthCrest Asset Manangement, LLC | 1,402 | +12 | $253.7K | +$45.3K | 0.9% |
| Tower Research Capital LLC (TRC) | 1,060 | +17 | $183.3K | +$30.2K | 1.6% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 151,150 | +66,900 | $26.1K | +$13.8K | 79.4% |
| GAMMA Investing LLC | 134 | +69 | $23.2K | +$13.6K | 106.2% |
| Sterling Capital Management LLC | 110 | +68 | $19.0K | +$12.9K | 161.9% |
| RICHARDSON FINANCIAL SERVICES INC. | 238 | +43 | $41.2K | +$12.5K | 22.1% |
| PRIVATE TRUST CO NA | 83 | +67 | $14.4K | +$12.0K | 418.8% |
| WPG Advisers, LLC | 70 | +36 | $12.1K | +$7.1K | 105.9% |
| ALGERT GLOBAL LLC | 54,685 | +38,685 | $9.5K | +$7.1K | 241.8% |
| CIBC Private Wealth Group LLC | 69 | +31 | $11.9K | +$6.4K | 81.6% |
| SIGNATUREFD, LLC | 58 | +31 | $10.0K | +$6.1K | 114.8% |
| Versant Capital Management, Inc | 120 | +19 | $20.7K | +$5.9K | 18.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,757 | +32,541 | $5.7K | +$5.6K | 15065.3% |
| Parallel Advisors, LLC | 56 | +3 | $9.7K | +$1.9K | 5.7% |
| Larson Financial Group LLC | 33 | +7 | $5.7K | +$1.9K | 26.9% |
| ROTHSCHILD INVESTMENT LLC | 38 | +3 | $6.6K | +$1.4K | 8.6% |
| SG Americas Securities, LLC | 10,945 | +5,425 | $1.9K | +$1.1K | 98.3% |
| Root Financial Partners, LLC | 22 | +3 | $3.8K | +$1.0K | 15.8% |
| SJS Investment Consulting Inc. | 4 | +3 | $692 | +$545 | 300.0% |
| Handelsbanken Fonder AB | 6,400 | +800 | $1.1K | +$285 | 14.3% |
| HARBOR CAPITAL ADVISORS, INC. | 5,351 | +931 | $925 | +$276 | 21.1% |
| JFS WEALTH ADVISORS, LLC | 2 | +1 | $346 | +$199 | 100.0% |
| Cambridge Investment Research Advisors, Inc. | 2,469 | +222 | $427 | +$97 | 9.9% |
| WEDBUSH SECURITIES INC | 1,861 | +85 | $322 | +$61 | 4.8% |
| State of Alaska, Department of Revenue | 1,005 | +44 | $173 | +$32 | 4.6% |
| CWM, LLC | 464 | +60 | $80 | +$21 | 14.8% |