Institutional Holders (2026 Q1)
340 + 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 | Inman Jager Wealth Management, LLC | 0.47% | 12,674 | $806K |
| 2 | Oliver Luxxe Assets LLC | 0.38% | 40,043 | $2.5M |
| 3 | Ignite Planners, LLC | 0.36% | 36,958 | $2.4M |
| 4 | FOCUS Wealth Advisors, LLC | 0.34% | 10,849 | $690K |
| 5 | WASATCH ADVISORS LP | 0.22% | 519,015 | $33.0M |
| 6 | DMC Group, LLC | 0.18% | 4,172 | $265K |
| 7 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 0.17% | 5,964 | $379K |
| 8 | AlphaQuest LLC | 0.16% | 43,584 | $2.8M |
| 9 | MQS Management LLC | 0.15% | 3,418 | $217K |
| 10 | HARBOR CAPITAL ADVISORS, INC. | 0.13% | 26,110 | $2K |
| 11 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 0.13% | 362,810 | $23.1M |
| 12 | WATERS PARKERSON & CO., LLC | 0.11% | 34,154 | $2.2M |
| 13 | MOODY NATIONAL BANK TRUST DIVISION | 0.11% | 17,795 | $1.1M |
| 14 | Abel Hall, LLC | 0.09% | 6,951 | $442K |
| 15 | CLIENT 1ST ADVISORY GROUP, LLC | 0.09% | 4,806 | $306K |
| 16 | NJ State Employees Deferred Compensation Plan | 0.09% | 13,000 | $814K |
| 17 | Bayforest Capital Ltd | 0.09% | 1,242 | $79K |
| 18 | CHICKASAW CAPITAL MANAGEMENT LLC | 0.07% | 33,020 | $2K |
| 19 | Canal Capital Management, LLC | 0.05% | 6,298 | $400K |
| 20 | WEDGE CAPITAL MANAGEMENT L L P/NC | 0.05% | 44,046 | $2.8M |
| 21 | Harbour Capital Advisors, LLC | 0.05% | 3,860 | $260K |
| 22 | CHICAGO TRUST Co NA | 0.04% | 4,096 | $260K |
| 23 | HENNESSY ADVISORS INC | 0.04% | 17,000 | $1.1M |
| 24 | BTC Capital Management, Inc. | 0.04% | 8,472 | $539K |
| 25 | First Bank & Trust | 0.04% | 3,545 | $225K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|