Institutional Holders (2026 Q3)
389 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HWC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Petiole USA ltd | 4.59% | 86,218 | $6.2M |
| 2 | Channing Capital Management, LLC | 2.01% | 1,067,182 | $76.9M |
| 3 | Penn Capital Management Company, LLC | 1.41% | 268,029 | $19.3M |
| 4 | Chase Investment Counsel Corp | 1.10% | 73,451 | $5.3M |
| 5 | FJ Capital Management LLC | 0.97% | 118,675 | $8.5M |
| 6 | Summit Financial Wealth Advisors, LLC | 0.76% | 84,629 | $6.1M |
| 7 | Salzhauer Michael | 0.70% | 24,217 | $1.7M |
| 8 | Fuller & Thaler Asset Management, INC. | 0.54% | 2,564,480 | $184.7M |
| 9 | Inman Jager Wealth Management, LLC | 0.47% | 12,674 | $913K |
| 10 | Ignite Planners, LLC | 0.41% | 43,219 | $3.1M |
| 11 | FOCUS Wealth Advisors, LLC | 0.38% | 10,997 | $792K |
| 12 | Emerald Investment Advisers, LLC | 0.30% | 60,696 | $4.4M |
| 13 | Hunter Perkins Capital Management, LLC | 0.29% | 16,230 | $1.2M |
| 14 | Oliver Luxxe Assets LLC | 0.28% | 24,917 | $1.8M |
| 15 | Measured Wealth Private Client Group, LLC | 0.25% | 13,774 | $992K |
| 16 | Wasatch Advisors LP | 0.22% | 403,961 | $29.1M |
| 17 | Smith Shellnut Wilson LLC /Adv | 0.17% | 6,139 | $442K |
| 18 | Knights of Columbus Asset Advisors LLC | 0.15% | 42,879 | $3.1M |
| 19 | Avant Capital LLC | 0.14% | 3,327 | $241K |
| 20 | Pinnacle Holdings, LLC | 0.14% | 6,206 | $447K |
| 21 | Fort Washington Investment Advisors Inc /Oh/ | 0.14% | 374,132 | $27.0M |
| 22 | FreeGulliver LLC | 0.13% | 4,012 | $289K |
| 23 | Abel Hall, LLC | 0.13% | 9,984 | $719K |
| 24 | F/m Investments LLC | 0.13% | 60,696 | $4.4M |
| 25 | Barnes Pettey Financial Advisors, LLC | 0.13% | 5,949 | $429K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|