Investors Research Corp HNI β€” HNI CORP

Ownership history in Investors Research Corp  Β·  23 quarters on record

AI Ownership Summary

Investors Research Corp reported HNI CORP (HNI) in 23 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.25% in 2024 Q1. The latest visible filing shows HNI 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 HNI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investors Research Corp's position in HNI CORP, 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
2026 Q1

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

High-water mark
Peak Conviction
0.25% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

How Investors Research Corp held HNI β€” position size vs. price
% of Fund (quarterly)    HNI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 438 β€” 0% 0.00% $15K 2026-05-15 (Est.) $29.57
2025 Q4 REDUCED 98.2% -20.0% βœ… 438 -23,300 -98.2% 0.00% $18K 2026-01-06 $42.55
2024 Q1 REDUCED β€” β€” β€” 23,738 -528 -2.2% 0.25% $1.1M 2024-05-06 $41.33
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HNI

As of 2026 Q2 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% EASTERN BANK 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About Investors Research Corp and HNI

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

How long has Investors Research Corp reported owning HNI?

Investors Research Corp reported HNI across 3 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported HNI position in Investors Research Corp's portfolio?

The largest reported portfolio weight for HNI was 0.25% in 2024 Q1.

What is the latest reported HNI position on this page?

The most recent filing on this page is 2026 Q1, when Investors Research Corp reported 438 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this HNI ownership page compare?

The chart compares Investors Research Corp's quarterly HNI 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.

How well did Investors Research Corp time their HNI position?

Based on 13F filing dates vs. subsequent HNI price moves, Investors Research Corp correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on HNI relative to SPY over the holding period was -11.9%.

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