HOLLEY INC (HLLY)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
Institutions report 73,884,450 shares against 121,234,143 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | $24.0M | 9,807,451 | 0.04% | 19q | HELD |
| Boston Partners | $17.9M | 7,005,583 | 0.02% | 7q | +5.9%+$997.3K |
| BlackRock, Inc. | $14.4M | 5,631,764 | 0.00% | 8q | +15.6%+$1.9M |
| WASATCH ADVISORS LP | $12.5M | 4,887,038 | 0.08% | 4q | +35.1%+$3.2M |
| Blue Owl Capital Holdings LP | $11.2M | 4,376,888 | 1.68% | 8q | +3.3%+$357.0K |
| BAMCO INC /NY/ | $8.3M | 3,250,000 | 0.01% | 20q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.0M | 3,151,020 | 0.00% | 2q | +0.9%+$67.8K |
| DIMENSIONAL FUND ADVISORS LP | $7.4M | 2,894,741 | 0.00% | 13q | +18.3%+$1.1M |
| CLEARLAKE CAPITAL GROUP, L.P. | $7.0M | 2,750,000 | 1.33% | 20q | HELD |
| Hillsdale Investment Management Inc. | $5.2M | 2,021,361 | 0.12% | 4q | +4.8%+$234.3K |
| BANK OF AMERICA CORP /DE/ | $4.6M | 1,818,851 | 0.00% | 20q | -3.4%-$162.0K |
| FRANKLIN RESOURCES INC | $4.6M | 1,809,963 | 0.00% | 6q | +32.4%+$1.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $4.5M | 1,746,533 | 0.00% | 20q | +12.7%+$502.6K |
| Russell Investments Group, Ltd. | $4.0M | 1,586,315 | 0.00% | 10q | -9.6%-$431.7K |
| STATE STREET CORP | $3.7M | 1,450,443 | 0.00% | 20q | +6.2%+$216.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.4M | 1,318,247 | 0.00% | 4q | -19.9%-$837.7K |
| MORGAN STANLEY | $3.3M | 1,294,586 | 0.00% | 20q | -2.5%-$83.4K |
| GOLDMAN SACHS GROUP INC | $3.0M | 1,170,961 | 0.00% | 20q | +278.8%+$2.2M |
| Skylands Capital, LLC | $2.7M | 1,069,829 | 0.34% | 20q | +7.6%+$193.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.5M | 995,316 | 0.04% | 9q | +3.3%+$81.0K |
| D. E. Shaw & Co., Inc. | $2.4M | 952,620 | 0.00% | 4q | -21.1%-$649.1K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4M | 938,880 | 0.00% | 2q | +9.6%+$209.8K |
| TWO SIGMA INVESTMENTS, LP | $2.3M | 888,208 | 0.00% | 5q | -14.3%-$376.9K |
| RENAISSANCE TECHNOLOGIES LLC | $1.9M | 747,400 | 0.00% | 12q | -14.4%-$320.5K |
| PANAGORA ASSET MANAGEMENT INC | $1.5M | 602,000 | 0.00% | 3q | +339.5%+$1.2M |
| Empowered Funds, LLC | $1.5M | 588,016 | 0.01% | 9q | +5.7%+$81.0K |
| SEI INVESTMENTS CO | $1.5M | 577,115 | 0.00% | 20q | +20.5%+$250.2K |
| NORTHERN TRUST CORP | $1.5M | 569,929 | 0.00% | 20q | +5.4%+$74.2K |
| Mink Brook Asset Management LLC | $1.4M | 551,738 | 0.62% | 7q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3M | 506,770 | 0.00% | 20q | HELD |
| Sixth Street Partners Management Company, L.P. | $1.3M | 506,770 | 0.00% | new | NEW |
| First Eagle Investment Management, LLC | $1.2M | 455,797 | 0.00% | 8q | -5.2%-$63.7K |
| AQR CAPITAL MANAGEMENT LLC | $1.1M | 446,330 | 0.00% | 11q | -47.4%-$1.0M |
| MARSHALL WACE, LLP | $1.1M | 418,694 | 0.00% | 4q | -45.5%-$890.0K |
| NORGES BANK | $1.1M | 412,500 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $1.0M | 408,317 | 0.00% | 2q | +6.5%+$63.4K |
| Qube Research & Technologies Ltd | $1.0M | 401,849 | 0.00% | 3q | -46.7%-$898.3K |
| Vanguard Global Advisers, LLC | $869.2K | 340,868 | 0.00% | 2q | +216.6%+$594.6K |
| ADVISORY RESEARCH INC | $805.3K | 315,821 | 0.08% | 4q | -3.3%-$27.4K |
| Bank of New York Mellon Corp | $694.9K | 272,525 | 0.00% | 20q | +8.0%+$51.3K |
| Penn Capital Management Company, LLC | $628.2K | 246,360 | 0.04% | new | NEW |
| Nuveen, LLC | $570.0K | 223,541 | 0.00% | 6q | -5.3%-$31.8K |
| ExodusPoint Capital Management, LP | $517.1K | 202,774 | 0.00% | new | NEW |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $358.9K | 140,738 | 0.00% | 3q | +15.4%+$47.9K |
| STATE OF WISCONSIN INVESTMENT BOARD | $338.6K | 132,800 | 0.00% | 4q | -14.1%-$55.6K |
| Invesco Ltd. | $317.8K | 124,638 | 0.00% | 17q | +14.5%+$40.2K |
| AMERICAN CENTURY COMPANIES INC | $307.6K | 120,626 | 0.00% | 11q | -9.5%-$32.3K |
| WELLS FARGO & COMPANY/MN | $282.2K | 110,686 | 0.00% | 20q | -18.9%-$65.8K |
| ALLIANCEBERNSTEIN L.P. | $266.8K | 86,890 | 0.00% | 16q | +39.0%+$74.8K |
| RHUMBLINE ADVISERS | $238.1K | 93,357 | 0.00% | 17q | +9.7%+$21.1K |
| Western Standard LLC | $236.9K | 92,896 | 0.08% | new | NEW |
| CITADEL ADVISORS LLC | $219.7K | 86,141 | 0.00% | 20q | +8.0%+$16.3K |
| UBS Group AG | $205.8K | 80,715 | 0.00% | 19q | -50.1%-$206.7K |
| DEUTSCHE BANK AG\ | $194.5K | 76,268 | 0.00% | 17q | +35.7%+$51.2K |
| BNP PARIBAS FINANCIAL MARKETS | $181.2K | 71,052 | 0.00% | 7q | -48.7%-$171.7K |
| XTX Topco Ltd | $181.1K | 71,018 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $178.9K | 70,176 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $178.0K | 69,800 | 0.00% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $163.8K | 64,252 | 0.00% | 3q | -50.0%-$163.9K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $140.9K | 55,266 | 0.00% | 5q | -42.7%-$104.9K |
| BLAIR WILLIAM & CO/IL | $133.4K | 52,333 | 0.00% | 8q | +34.7%+$34.4K |
| MetLife Investment Management, LLC | $127.0K | 49,811 | 0.00% | 4q | +159.9%+$78.1K |
| EntryPoint Capital, LLC | $123.9K | 48,574 | 0.03% | new | NEW |
| CITIGROUP INC | $101.7K | 39,881 | 0.00% | 19q | +347.2%+$79.0K |
| DIVERSIFIED TRUST CO | $98.3K | 38,530 | 0.00% | new | NEW |
| R Squared Ltd | $93.8K | 36,786 | 0.05% | 3q | +9.5%+$8.1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $91.8K | 35,995 | 0.00% | 9q | -1.1% |
| JPMORGAN CHASE & CO | $86.3K | 33,176 | 0.00% | 19q | -94.2%-$1.4M |
| Focus Partners Wealth | $76.0K | 29,823 | 0.00% | 3q | -11.7%-$10.1K |
| Centiva Capital, LP | $69.0K | 27,057 | 0.00% | 2q | -38.4%-$43.0K |
| CAPTRUST FINANCIAL ADVISORS | $65.5K | 25,673 | 0.00% | 5q | -2.1%-$1.4K |
| BOOTHBAY FUND MANAGEMENT, LLC | $63.3K | 24,829 | 0.00% | new | NEW |
| NISA INVESTMENT ADVISORS, LLC | $59.7K | 23,424 | 0.00% | 17q | +44.2%+$18.3K |
| Creative Planning | $55.2K | 21,653 | 0.00% | 4q | -79.6%-$215.2K |
| Police & Firemen's Retirement System of New Jersey | $52.4K | 20,556 | 0.00% | 7q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $51.6K | 20,249 | 0.00% | 4q | -6.5%-$3.6K |
| INTECH INVESTMENT MANAGEMENT LLC | $48.0K | 18,819 | 0.00% | 8q | -21.7%-$13.3K |
| ROYAL BANK OF CANADA | $43.0K | 16,899 | 0.00% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $42.3K | 16,585 | 0.00% | 3q | +47.7%+$13.7K |
| Vanguard Personalized Indexing Management, LLC | $31.7K | 12,423 | 0.00% | 9q | -14.5%-$5.4K |
| M&T Bank Corp | $30.5K | 11,960 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29.9K | 11,732 | 0.00% | 2q | -60.2%-$45.2K |
| BARCLAYS PLC | $29.5K | 11,573 | 0.00% | 18q | -17.3%-$6.2K |
| PRUDENTIAL FINANCIAL INC | $29.1K | 11,430 | 0.00% | 4q | -94.3%-$485.3K |
| NEW YORK STATE COMMON RETIREMENT FUND | $26.6K | 10,445 | 0.00% | 17q | HELD |
| ProShare Advisors LLC | $26.1K | 10,238 | 0.00% | 7q | -7.6%-$2.1K |
| US BANCORP \DE\ | $24.0K | 9,420 | 0.00% | 16q | -9.0%-$2.4K |
| Legal & General Group Plc | $17.4K | 6,835 | 0.00% | 19q | HELD |
| Tower Research Capital LLC (TRC) | $13.8K | 5,409 | 0.00% | 17q | +18.0%+$2.1K |
| Ameritas Investment Partners, Inc. | $13.2K | 5,177 | 0.00% | 17q | HELD |
| Bogart Wealth, LLC | $12.8K | 5,000 | 0.00% | new | NEW |
| FMR LLC | $12.5K | 4,886 | 0.00% | 17q | -5.3% |
| MERCER GLOBAL ADVISORS INC /ADV | $9.7K | 3,794 | 0.00% | new | NEW |
| SUMMIT SECURITIES GROUP LLC | $8.6K | 3,388 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $7.7K | 3,000 | 0.00% | 2q | HELD |
| Aquatic Capital Management LLC | $7.1K | 2,801 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $6.1K | 2,398 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $4.0K | 1,555 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $3.7K | 1,455 | 0.00% | 8q | HELD |
| Sterling Capital Management LLC | $3.6K | 1,429 | 0.00% | 8q | -43.5%-$2.8K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-04 | 13G/A | Boston Partners | 5.8% |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 129 | $187.5M | 73,884,450 | 24 | 39 | 49 | 0.0% |
| Q1 2026 | 132 | $222.6M | 72,960,320 | 18 | 55 | 33 | 0.1% |
| Q4 2025 | 132 | $292.1M | 70,644,270 | 23 | 57 | 30 | 0.3% |
| Q3 2025 | 124 | $218.4M | 69,525,656 | 39 | 38 | 27 | 0.3% |
| Q2 2025 | 110 | $114.1M | 56,512,952 | 13 | 47 | 28 | 0.0% |
| Q1 2025 | 110 | $143.2M | 55,667,085 | 14 | 36 | 37 | 0.1% |
| Q4 2024 | 114 | $162.5M | 53,852,101 | 17 | 29 | 44 | 0.0% |
| Q3 2024 | 118 | $149.5M | 50,681,473 | 16 | 42 | 34 | 0.1% |
| Q2 2024 | 116 | $183.4M | 51,230,105 | 14 | 36 | 35 | 0.1% |
| Q1 2024 | 109 | $215.0M | 48,088,549 | 12 | 32 | 36 | 0.3% |
| Q4 2023 | 106 | $229.8M | 46,938,313 | 13 | 39 | 24 | 0.5% |
| Q3 2023 | 108 | $234.9M | 46,731,980 | 33 | 34 | 21 | 0.7% |
| Q2 2023 | 83 | $171.8M | 41,920,040 | 7 | 29 | 21 | 0.3% |
| Q1 2023 | 84 | $107.4M | 39,138,981 | 8 | 27 | 28 | 0.2% |
| Q4 2022 | 87 | $83.7M | 39,406,291 | 19 | 30 | 25 | 0.2% |
| Q3 2022 | 108 | $195.8M | 48,069,872 | 30 | 37 | 22 | 0.6% |
| Q2 2022 | 99 | $529.8M | 50,224,146 | 37 | 32 | 15 | 0.5% |
| Q1 2022 | 80 | $535.2M | 38,253,691 | 14 | 31 | 18 | 0.6% |
| Q4 2021 | 72 | $437.1M | 33,320,257 | 26 | 17 | 13 | 1.0% |
| Q3 2021 | 51 | $394.4M | 32,784,536 | 50 | 0 | 2 | 0.7% |
| Q2 2021 | 2 | $8.2M | 819,823 | 2 | 0 | 0 | 0.0% |