Institutional Holders (2026 Q1)
1K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HIG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | TKG Advisors, LLC | 2.47% | 44,119 | $6.0M |
| 2 | Axecap Investments, LLC | 2.25% | 24,133 | $3.3M |
| 3 | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 2.17% | 29,013 | $3.9M |
| 4 | Summit Place Financial Advisors, LLC | 1.67% | 25,740 | $3.5M |
| 5 | BAHL & GAYNOR INC | 1.67% | 2,444,574 | $330.6M |
| 6 | EQUITY INVESTMENT CORP | 1.50% | 567,999 | $76.8M |
| 7 | AustralianSuper Pty Ltd | 1.44% | 2,045,163 | $276.6M |
| 8 | DELPHI MANAGEMENT INC /MA/ | 1.39% | 8,582 | $1K |
| 9 | Board of the Pension Protection Fund | 1.36% | 10,900 | $1.5M |
| 10 | Aurora Investment Counsel | 1.25% | 16,659 | $2.3M |
| 11 | Uncommon Cents Investing LLC | 1.18% | 37,500 | $5.1M |
| 12 | FINANCIAL ADVISORY PARTNERS, LLC | 1.05% | 27,552 | $3.7M |
| 13 | G&S Capital LLC | 0.98% | 20,554 | $2.8M |
| 14 | LOS ANGELES CAPITAL MANAGEMENT LLC | 0.92% | 1,733,975 | $234.5M |
| 15 | DIVIDEND ASSETS CAPITAL, LLC | 0.87% | 32,329 | $4.4M |
| 16 | American State Bank (Iowa) | 0.86% | 18,592 | $911K |
| 17 | Lifeworks Advisors, LLC | 0.83% | 47,766 | $6.5M |
| 18 | Clear Harbor Asset Management, LLC | 0.83% | 88,832 | $12.0M |
| 19 | Monument Capital Management | 0.80% | 23,736 | $3.2M |
| 20 | Livforsakringsbolaget Skandia, Omsesidigt | 0.79% | 150,565 | $20.4M |
| 21 | Kepler Cheuvreux (Suisse) SA | 0.78% | 86,433 | $11.7M |
| 22 | First Financial Bank - Trust Division | 0.76% | 69,411 | $9.4M |
| 23 | FOSTER & MOTLEY INC | 0.73% | 104,461 | $14K |
| 24 | Spurstone Advisory Services, LLC | 0.69% | 300 | $41K |
| 25 | DEPRINCE RACE & ZOLLO INC | 0.69% | 269,686 | $36.5M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|