HolderBook

HILTON WORLDWIDE HLDGS INC (HLT)

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

44
Reporting holders
$164.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,252
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
CONGRESS ASSET MANAGEMENT CO$104.6M328,7080.68%3q-4.8%-$5.3M
Artemis Investment Management LLP$24.4M76,6530.21%12q+0.9%+$208.4K
Shelter Rock Management, LLC$8.0M25,1877.48%3q+9.3%+$680.7K
Apella Capital, LLC$4.2M13,2010.05%3q-21.6%-$1.2M
ARGENT CAPITAL MANAGEMENT LLC$3.6M11,2360.11%5q-2.0%-$71.9K
GAMMA Investing LLC$3.0M9,3170.10%12q+4.6%+$130.1K
YHB Investment Advisors, Inc.$2.9M9,1750.18%32qHELD
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$2.4M7,5000.45%3qHELD
Everhart Financial Group, Inc.$1.6M5,1160.10%15q-0.8%-$13.7K
Wedmont Private Capital$1.3M3,8800.03%15q+1.2%+$14.5K
Farther Finance Advisors, LLC$1.1M3,3620.01%16q+7.1%+$71.3K
CENTRAL BANK & TRUST CO$1.0M3,2270.15%2q+151.1%+$617.8K
Central Pacific Bank - Trust Division$994.1K3,1250.10%11q-7.9%-$84.9K
VALLEY WEALTH MANAGERS, INC.$930.5K2,9250.05%7q+8.0%+$68.7K
BAKER TILLY WEALTH MANAGEMENT, LLC$837.7K2,6330.16%23q-28.1%-$327.4K
Athena Wealth Management, LLC$518.2K1,6290.37%4q-63.0%-$884.1K
Capital Advisors Wealth Management, LLC$446.6K1,4040.05%11qHELD
Valeo Financial Advisors, LLC$384.4K1,2080.01%12q-0.7%-$2.5K
MassMutual Private Wealth & Trust, FSB$370.9K1,1660.01%24q-5.7%-$22.3K
Dale Q Rice Investment Management Ltd$347.7K1,0930.19%8q-0.8%-$2.9K
CoreCap Advisors, LLC$288.9K9080.01%12q+39.7%+$82.1K
M.E. ALLISON & CO., INC.$288.9K9080.16%8qHELD
Avidian Wealth Enterprises, LLC$264.7K8320.01%3q-22.0%-$74.8K
Cooper Financial Group$245.9K7730.02%10q-62.0%-$401.8K
Rosenberg Matthew Hamilton$234.8K7380.04%27qHELD
Montecito Bank & Trust$233.8K7350.04%3q+2.1%+$4.8K
Versant Capital Management, Inc$210.6K6620.02%29q-31.6%-$97.3K
EASTERN BANK$136.8K4300.00%9qHELD
Noble Wealth Management PBC$32.1K1010.01%7qHELD
Wealth Enhancement Trust Services, Inc.$26.7K840.00%4q-79.8%-$105.6K
Roxbury Financial LLC$21.9K690.02%8qHELD
Marquette Asset Management, LLC$21.3K670.00%5q+13.6%+$2.5K
BURKETT FINANCIAL SERVICES, LLC$18.5K580.01%2qHELD
ARMSTRONG ADVISORY GROUP, INC$12.7K400.00%8qHELD
Planning Strategies Inc.$8.3K260.00%2q-3.7%
ATWOOD & PALMER INC$6.7K210.00%2qHELD
TOTH FINANCIAL ADVISORY CORP$6.0K190.00%newNEW
Retirement Wealth Solutions LLC$5.7K180.00%newNEW
FIRST COMMUNITY TRUST NA$5.7K180.00%20qHELD
Davis Capital Management$2.9K90.00%5q-71.9%-$7.3K
ELEVATION WEALTH PARTNERS, LLC$2.2K70.00%5q-91.9%-$25.1K
Grove Bank & Trust$1.3K40.00%2q-94.5%-$21.9K
CX Institutional$9222,9000.02%15q-88.2%-$6.9K
Trust Co$63620.00%4qHELD
GILPIN WEALTH MANAGEMENT, LLC$31910.00%newNEW
Polaris Financial Partners$1123500.05%newFIRST

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
2026-09-14Fuentes LauraSee RemarksSold7,289$2.3M ×2
2026-09-14Carr ChrisDirectorSold439$136.2K

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$164.9M518,275310180.0%
Q2 20261,296$77.3B227,542,8641904843962.6%
Q1 20261,191$68.2B219,369,8341464273992.3%
Q4 20251,161$68.2B231,141,4511263953732.9%
Q3 20251,073$62.9B237,367,3951053613562.1%
Q2 20251,062$65.3B236,973,4691383723703.3%
Q1 20251,023$54.5B230,501,8431073763513.9%
Q4 20241,022$59.5B232,382,533993493363.5%
Q3 2024936$57.3B240,117,785983423123.4%
Q2 2024907$54.2B242,521,4261053392862.4%
Q1 2024875$54.8B250,387,1561113053002.6%
Q4 2023823$47.3B251,064,647982702753.3%
Q3 2023752$37.9B245,950,117742482652.5%
Q2 2023764$37.5B250,863,916552532762.6%
Q1 2023767$38.4B265,151,678962792632.9%
Q4 2022736$33.6B256,399,533842432443.6%
Q3 2022677$33.1B264,398,143682252493.5%
Q2 2022695$30.6B263,548,778852442314.1%
Q1 2022707$43.2B269,622,281902772085.3%
Q4 2021697$46.3B276,711,009862451937.0%
Q3 2021633$38.0B270,108,779692112066.0%
Q2 2021629$34.3B272,194,905692371904.5%
Q1 2021648$34.4B272,265,1951132331914.3%
Q4 2020603$32.7B276,291,438862111785.3%
Q3 2020549$24.4B273,624,637821761764.4%
Q2 2020512$20.9B276,309,8351141781653.1%
Q1 2020481$19.4B279,617,474611771951.7%
Q4 2019562$31.3B278,705,271671542121.1%
Q3 2019519$26.1B277,591,099561821651.1%
Q2 2019530$28.3B285,563,109751791821.6%
Q1 2019522$24.5B292,637,169881761600.9%
Q4 2018478$22.4B308,712,57095161.0%