HolderBook

HUNTINGTON BANCSHARES INC (HBAN)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

44
Reporting holders
$34.5M
Reported value
0.0%
Calls
0.0%
Puts
-1,108
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
EPIQ PARTNERS, LLC$6.6M434,7402.86%22q-3.0%-$206.0K
Trinity Financial Advisors LLC$4.2M272,3651.08%8qHELD
Balefire, LLC$3.4M222,4850.53%3qHELD
PARK NATIONAL CORP /OH/$3.4M220,5550.09%32q-6.3%-$224.9K
Silverleafe Capital Partners, LLC$3.2M209,7760.91%11qHELD
MassMutual Private Wealth & Trust, FSB$3.0M193,9720.08%32q-0.6%-$19.0K
Venture Visionary Partners LLC$2.1M136,5010.05%25q+4.1%+$82.5K
GAMMA Investing LLC$1.2M77,0490.04%12q+4.4%+$49.4K
Everhart Financial Group, Inc.$909.6K59,6050.06%24qHELD
Farther Finance Advisors, LLC$863.7K56,5990.01%16q-15.7%-$160.4K
Ballew Advisors, Inc$688.2K44,8930.34%3q-3.2%-$22.8K
Valeo Financial Advisors, LLC$587.6K38,5050.01%32q-4.1%-$25.0K
Exchange Bank$580.2K38,0240.36%14qHELD
Wedmont Private Capital$553.4K36,0020.01%12q-0.6%-$3.1K
AVITY INVESTMENT MANAGEMENT INC.$463.7K30,3890.03%32q+203.9%+$311.1K
CHICKASAW CAPITAL MANAGEMENT LLC$366.8K24,0370.01%3qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$298.7K19,5720.00%16qHELD
M.E. ALLISON & CO., INC.$242.6K15,9000.14%8q-3.3%-$8.4K
TrueWealth Advisors, LLC$237.0K15,5290.05%3qHELD
Peterson Wealth Advisors, LLC$236.0K15,4640.03%9q-2.4%-$5.7K
CapWealth Advisors, LLC$212.4K13,9160.02%3qHELD
Paragon Capital Management Ltd$195.3K12,8000.04%22q+0.9%+$1.7K
CoreCap Advisors, LLC$194.8K12,7650.01%9q+198.4%+$129.5K
Dakota Community Bank & Trust NA$182.6K11,9680.52%16qHELD
Adelphi Trust Co$163.3K10,7000.11%newNEW
Bank of New Hampshire$145.0K9,5040.03%19qHELD
Versant Capital Management, Inc$117.4K7,6930.01%32q+10.1%+$10.8K
Hickory Point Bank & Trust$50.3K3,2930.03%3qHELD
Grove Bank & Trust$47.2K3,0940.00%31qHELD
NORTH POINT PORTFOLIO MANAGERS CORP/OH$42.6K2,7640.01%newNEW
GoalVest Advisory LLC$19.3K1,2640.00%4qHELD
ARMSTRONG ADVISORY GROUP, INC$15.3K1,0000.00%16q-13.4%-$2.4K
Aventus Investment Advisors, Inc.$11.3K7400.01%3qHELD
VALLEY WEALTH MANAGERS, INC.$10.0K6550.00%5qHELD
Rosenberg Matthew Hamilton$9.3K6090.00%7qHELD
Mn Services Vermogensbeheer B.V.$9.1K593,5750.07%22qHELD
Pacifica Partners Inc.$8.6K600.00%2qHELD
ELEVATION WEALTH PARTNERS, LLC$6.8K4450.00%5q+19.9%+$1.1K
Retirement Wealth Solutions LLC$5.9K3860.00%8q+47.9%+$1.9K
AMERICAN NATIONAL BANK & TRUST$3.5K2310.00%6q-34.6%-$1.9K
Planning Strategies Inc.$2.5K1660.00%2q+19.4%
Marquette Asset Management, LLC$2.2K1410.00%3q+30.6%
Davis Capital Management$1.6K1080.00%13q-16.3%
TOMPKINS FINANCIAL CORP$1.1K740.00%5qHELD
CX Institutional$35123,0080.01%12q-42.0%
GILPIN WEALTH MANAGEMENT, LLC$10770.00%4qHELD

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-242026-09-18Directors or officers departed or appointedfiling
2026-09-102026-09-03Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-12ROLLINS JAMES D IIIDirectorSold223,522$3.9M
2026-08-03Kowalski Kendall AChief Information OfficerSold27,971$481.1K ×2
2026-06-01Kleinman Scott DSenior Exec. V.P.Sold19,425$314.7K
2026-06-25Hingst Marcy CSEVP and General CounselSold10,568$190.2K
2026-06-02ROLLINS JAMES D IIIDirectorBought11,127$183.6K
2026-04-27ROLLINS JAMES D IIIDirectorBought8,471$152.6K ×2
2026-06-03ROLLINS JAMES D IIIDirectorBought6,075$120.2K ×2

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202644$34.5M2,256,345210120.0%
Q2 20261,152$33.4B1,879,363,7421034333550.3%
Q1 20261,148$27.3B1,737,662,7951705172430.3%
Q4 20251,080$24.8B1,424,017,5371094262910.5%
Q3 20251,023$22.3B1,285,852,0771013403300.4%
Q2 20251,012$21.3B1,264,111,6201003703090.4%
Q1 20251,002$18.9B1,256,515,564973583000.3%
Q4 2024978$20.3B1,240,711,499812773390.4%
Q3 2024934$18.2B1,232,265,001912913270.4%
Q2 2024924$16.4B1,241,404,945743023080.4%
Q1 2024931$17.4B1,245,943,882823093210.4%
Q4 2023935$15.6B1,221,036,632882793480.3%
Q3 2023873$12.0B1,153,265,055642743050.4%
Q2 2023874$12.5B1,155,183,546682803310.4%
Q1 2023903$13.5B1,198,906,843933532590.5%
Q4 2022936$16.9B1,194,399,683903452480.4%
Q3 2022874$15.6B1,178,654,830703652220.3%
Q2 2022873$14.0B1,158,392,062703172680.4%
Q1 2022885$17.1B1,166,072,180843302550.4%
Q4 2021856$17.9B1,152,458,342642842530.4%
Q3 2021815$17.9B1,148,175,121912892420.7%
Q2 2021801$16.5B1,150,443,6491633931160.7%
Q1 2021707$13.0B821,670,567552322460.5%
Q4 2020699$9.9B778,544,041752252420.5%
Q3 2020646$7.0B754,541,023482192130.4%
Q2 2020675$6.7B741,002,544811882700.5%
Q1 2020667$6.4B769,261,260682212380.5%
Q4 2019736$12.5B826,584,915772062280.3%
Q3 2019670$11.3B791,367,757512272240.3%
Q2 2019681$11.1B798,986,822632202300.5%
Q1 2019699$10.3B809,474,954622222370.3%
Q4 2018703$10.2B851,208,9451211160.2%