FHI — INVESTORS INC-CL B Cmn

Ownership history in CITADEL ADVISORS LLC  ·  107 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported INVESTORS INC-CL B Cmn (FHI) in 107 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows FHI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in INVESTORS INC-CL B Cmn, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FHI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FHI stock page CITADEL ADVISORS LLC fund profile CITADEL ADVISORS LLC full holdings
How CITADEL ADVISORS LLC held FHI — position size vs. price
% of Fund (quarterly)    FHI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 27 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5,700 -320,845 -98.3% 0.00% $297K 2026-02-14 (Est.) $55.44
2025 Q3 ADDED 326,545 +299,245 +1096.1% 0.00% $17.0M 2025-11-14 $48.84
2025 Q3 REDUCED 27,300 -431,442 -94.0% 0.00% $1.4M 2025-11-14 $48.84
2025 Q2 ADDED 458,742 +446,942 +3787.6% 0.00% $20.3M 2025-08-14 $53.22
2025 Q2 REDUCED 11,800 -4,800 -28.9% 0.00% $523K 2025-08-14 $53.22
2025 Q2 REDUCED 16,600 -1,134,459 -98.6% 0.00% $736K 2025-08-14 $53.22
2025 Q1 ADDED 1,151,059 +1,138,659 +9182.7% 0.01% $46.9M 2025-05-15 $42.11
2025 Q1 ADDED 12,400 +9,600 +342.9% 0.00% $506K 2025-05-15 $42.11
2025 Q1 REDUCED 2,800 -1,377,191 -99.8% 0.00% $114K 2025-05-15 $42.11
2024 Q4 ADDED 1,379,991 +1,349,391 +4409.8% 0.01% $56.7M 2025-02-14 $37.52
2024 Q4 ADDED 30,600 +13,200 +75.9% 0.00% $1.3M 2025-02-14 $37.52
2024 Q4 REDUCED 17,400 -2,077,266 -99.2% 0.00% $715K 2025-02-14 $37.52
2024 Q3 ADDED 2,094,666 +2,045,066 +4123.1% 0.01% $77.0M 2024-11-14 $40.52
2024 Q3 ADDED 49,600 +31,800 +178.7% 0.00% $1.8M 2024-11-14 $40.52
2024 Q3 REDUCED 17,800 -1,034,748 -98.3% 0.00% $655K 2024-11-14 $40.52
2024 Q2 ADDED 1,052,548 +1,036,948 +6647.1% 0.01% $34.6M 2024-08-14 $31.58
2024 Q2 ADDED 15,600 +5,200 +50.0% 0.00% $513K 2024-08-14 $31.58
2024 Q2 REDUCED 10,400 -1,029,670 -99.0% 0.00% $342K 2024-08-14 $31.58
2024 Q1 ADDED 1,040,070 +1,020,470 +5206.5% 0.01% $37.6M 2024-05-15 $31.21
2024 Q1 REDUCED 19,600 -1,000 -4.9% 0.00% $708K 2024-05-15 $31.21
2024 Q1 REDUCED 20,600 -186,453 -90.1% 0.00% $744K 2024-05-15 $31.21
2023 Q4 ADDED 207,053 +206,253 +25781.6% 0.00% $7.0M 2024-02-14 $32.21
2023 Q4 REDUCED 800 -38,200 -97.9% 0.00% $27K 2024-02-14 $32.21
2023 Q4 REDUCED 39,000 -1,805,262 -97.9% 0.00% $1.3M 2024-02-14 $32.21
2023 Q3 ADDED 1,844,262 +1,829,162 +12113.7% 0.01% $62.5M 2023-11-14 $29.54
2023 Q3 REDUCED 15,100 -32,000 -67.9% 0.00% $511K 2023-11-14 $29.54
2023 Q3 REDUCED 47,100 -2,175,136 -97.9% 0.00% $1.6M 2023-11-14 $29.54
80 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FHI

As of 2025 Q4 — sorted by position size

Schneider Downs Wealth Management Advisors, LP 3Y 7Y 15.63% Factorial Partners, LLC 3Y 7Y 5.27% CONTINENTAL ADVISORS LLC 3Y 7Y 2.77% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.76% Murphy Pohlad Asset Management LLC 3Y 7Y 1.35% Taylor Frigon Capital Management LLC 3Y 7Y 1.05% Kendall Capital Management 3Y 7Y 0.95% SPROTT INC. 3Y 7Y 0.89% Alpha Omega Wealth Management LLC 3Y 7Y 0.8% Inlet Private Wealth, LLC 3Y 7Y 0.73%

FAQ About CITADEL ADVISORS LLC and FHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning FHI?

CITADEL ADVISORS LLC reported FHI across 27 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FHI position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for FHI was 0.01% in 2024 Q3.

What is the latest reported FHI position on this page?

The most recent filing on this page is 2025 Q4, when CITADEL ADVISORS LLC reported 5,700 shares, equal to 0.00% of portfolio, with an estimated market value of $297K.

What does the chart on this FHI ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly FHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CITADEL ADVISORS LLC Holdings