JOHNSON INVESTMENT COUNSEL INC FHN — FIRST HORIZON NATIONAL CORPORATIO Common

Ownership history in JOHNSON INVESTMENT COUNSEL INC  ·  33 quarters on record

AI Ownership Summary

JOHNSON INVESTMENT COUNSEL INC reported FIRST HORIZON NATIONAL CORPORATIO Common (FHN) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2025 Q2. The latest visible filing shows FHN at 0.40% 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 FHN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JOHNSON INVESTMENT COUNSEL INC's position in FIRST HORIZON NATIONAL CORPORATIO Common, 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

FHN was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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.

FHN stock page JOHNSON INVESTMENT COUNSEL INC fund profile JOHNSON INVESTMENT COUNSEL INC full holdings
How JOHNSON INVESTMENT COUNSEL INC held FHN — position size vs. price
% of Fund (quarterly)    FHN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,200,797 -223,498 -9.2% 0.40% $50.1M 2026-05-04 $24.46
2025 Q4 REDUCED 22.3% -4.0% ✅ 2,424,295 -695,114 -22.3% 0.47% $57.9M 2026-02-13 $24.21
2025 Q3 REDUCED — — — 3,119,409 -32,713 -1.0% 0.59% $70.5M 2025-11-06 $20.91
2025 Q2 ADDED — — — 3,152,122 +366,345 +13.2% 0.60% $66.8M 2025-07-25 $22.19
2025 Q1 ADDED — — — 2,785,777 +124,185 +4.7% 0.52% $54.1M 2025-04-21 $16.03
2024 Q4 ADDED — — — 2,661,592 +72,339 +2.8% 0.52% $53.6M 2025-02-07 $21.36
2024 Q3 ADDED — — — 2,589,253 +2,547,298 +6071.5% 0.40% $40.2M 2024-11-04 $16.15
2024 Q2 REDUCED 8.1% -0.6% ✅ 41,955 -3,690 -8.1% 0.01% $662K 2024-08-08 $14.08
2024 Q1 REDUCED 32.0% +3.1% ❌ 45,645 -21,496 -32.0% 0.01% $703K 2024-05-09 $14.80
2023 Q4 REDUCED 46.5% +6.7% ❌ 67,141 -58,436 -46.5% 0.01% $951K 2024-02-07 $12.60
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FHN

As of 2026 Q1 — sorted by position size

North Reef Capital Management LP 3Y 11.32% Triveni Capital Investments LP 6.42% MENDON CAPITAL ADVISORS CORP 3Y 7Y 3.78% Expect Equity LLC 3.73% Andrew Hill Investment Advisors, Inc. 3Y 3.23% Cander Asset Management LP 3.02% 12th Street Asset Management Company, LLC 3Y 7Y 2.6% EJF Capital LP 3Y 7Y 2.31% Huber Capital Management LLC 3Y 7Y 2.02% SALZHAUER MICHAEL 3Y 7Y 1.49%

FAQ About JOHNSON INVESTMENT COUNSEL INC and FHN

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

How long has JOHNSON INVESTMENT COUNSEL INC reported owning FHN?

JOHNSON INVESTMENT COUNSEL INC reported FHN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FHN position in JOHNSON INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for FHN was 0.60% in 2025 Q2.

What is the latest reported FHN position on this page?

The most recent filing on this page is 2026 Q1, when JOHNSON INVESTMENT COUNSEL INC reported 2,200,797 shares, equal to 0.40% of portfolio, with an estimated market value of $50.1M.

What does the chart on this FHN ownership page compare?

The chart compares JOHNSON INVESTMENT COUNSEL INC's quarterly FHN 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 JOHNSON INVESTMENT COUNSEL INC time their FHN position?

Based on 13F filing dates vs. subsequent FHN price moves, JOHNSON INVESTMENT COUNSEL INC correctly timed 16 out of 31 reported position changes (52%). The annualised alpha on FHN relative to SPY over the holding period was +7.4%.

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