Public record / Tickers / HLT

HLT — Hilton Worldwide Holdings Inc.

Both disclosure regimes on one name: who in Congress filed about HLT, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
25
all PTR rows naming HLT
Members · 12m
4
3 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kevin Hern · $50.0K–$100K

Sale · traded 2022-12-19 → filed 2023-01-13. Ranked over every HLT row by the provable lower bound, never a point estimate.

4 members · 3 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

5 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

7 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HLT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HLT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-15Jonathan L. Jackson D–IL-1Purchase · SP (spouse-owned)Traded 06-15 +30d$1K–$15K
2026-01-16Markwayne Mullin R–OKPurchase · JT (jointly owned)Traded 2025-12-29 +18d$15K–$50K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 25 ↗

Members active in HLT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HLT in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2
Jonathan L. Jackson D–IL-11$1.0K to $15.0K2
Markwayne Mullin R–OK1$15.0K to $50.0K
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

4 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · HLT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Jonathan L. Jackson D–IL-1 $2K–$30K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · HILTON WORLDWIDE HLDGS INC

Merged timeline of congressional filings and notable-manager moves on HLT
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-15Jonathan L. Jackson CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+13,549 sh
2026-05-15Lone Pine Capital 13Fadd+31,432 sh
2026-05-15Bridgewater Associates 13Ftrim−37,255 sh
2026-05-15Pershing Square Capital 13Fexit−3,028,664 sh
2026-05-14Caxton Associates 13Fexit−119,066 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of HLT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.4B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.5B1
3FMR LLC$3.5B1
4STATE STREET CORP$2.9B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$2.3B1
6PRINCIPAL FINANCIAL GROUP INC$2.0B1
7FRANKLIN RESOURCES INC$1.9B1
8BANK OF AMERICA CORP /DE/$1.8B1
9MORGAN STANLEY$1.2B1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.1B1
11JENNISON ASSOCIATES LLC$987M1
12Nuveen, LLC$823M1
13Invesco Ltd.$754M1
14NORTHERN TRUST CORP$705M1
15Grantham, Mayo, Van Otterloo & Co. LLC$675M1
16ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$662M1
17Capital International Investors$641M1
18WELLINGTON MANAGEMENT GROUP LLP$629M1
19Janus Henderson Group Ltd.$604M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$537M1
21Holocene Advisors, LP$474M1
22TD ASSET MANAGEMENT INC$462M1
23Amundi$407M1
24VANGUARD FIDUCIARY TRUST CO$402M1
25Legal & General Group Plc$388M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$371M1
27Capital World Investors$371M1
28Alyeska Investment Group, L.P.$326M1
29Foxhaven Asset Management, LP$324M1
30ROYAL BANK OF CANADA$315M1
31WELLS FARGO & COMPANY/MN$314M1
32RAYMOND JAMES FINANCIAL INC$307M1
33VICTORY CAPITAL MANAGEMENT INC$296M1
34Capital Research Global Investors$286M1
35AMERICAN CENTURY COMPANIES INC$254M1
36DIMENSIONAL FUND ADVISORS LP$236M1
37UBS Group AG$231M1
38BNP Paribas Asset Management Holding S.A.$225M1
39PineStone Asset Management Inc.$224M1
40Gray Foundation$222M1
41HSBC HOLDINGS PLC$215M1
42Swiss National Bank$207M1
43TWO SIGMA INVESTMENTS, LP$205M1
44SEI INVESTMENTS CO$194M1
45DEUTSCHE BANK AG\$194M1
46National Pension Service$192M1
47Ilex Capital Partners (UK) LLP$189M1
48SUSQUEHANNA INTERNATIONAL GROUP, LLP$186M1
49Corient Private Wealth LLC$182M1
50BARCLAYS PLC$170M1
51Assenagon Asset Management S.A.$161M1
52Bank Julius Baer & Co. Ltd, Zurich$161M1
53Pictet Asset Management Holding SA$161M1
54Mitsubishi UFJ Asset Management Co., Ltd.$159M1
55AQR CAPITAL MANAGEMENT LLC$159M1
56Fiera Capital Corp$157M1
57Vanguard Global Advisers, LLC$153M1
58ENVESTNET ASSET MANAGEMENT INC$148M1
59BROWN ADVISORY INC$146M1
60FEDERATED HERMES, INC.$142M1
61WESTFIELD CAPITAL MANAGEMENT CO LP$139M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$137M1
63NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$137M1
64RHUMBLINE ADVISERS$134M1
65VOYA INVESTMENT MANAGEMENT LLC$128M1
66Skye Global Management LP$128M1
67VANGUARD ASSET MANAGEMENT, Ltd$121M1
68PUBLIC SECTOR PENSION INVESTMENT BOARD$114M1
69MENORA MIVTACHIM HOLDINGS LTD.$110M1
70KENSICO CAPITAL MANAGEMENT CORP$98.1M1
71Findlay Park Partners LLP$94.5M1
72AVIVA PLC$92.6M1
73PFA Pension, Forsikringsaktieselskab$91.1M1
74ALLIANCEBERNSTEIN L.P.$90.7M1
75JANE STREET GROUP, LLC$86.2M1
76PARNASSUS INVESTMENTS, LLC$83.3M1
77BAMCO INC /NY/$80.7M1
78Hudson Way Capital Management LLC$80.2M1
79Point72 Asset Management, L.P.$78.4M1
80GFI Investment Counsel Ltd.$75.6M1
81TD Waterhouse Canada Inc.$75.5M1
82FIL Ltd$75.1M1
83CITIGROUP INC$74.7M1
84Quantinno Capital Management LP$64.5M1
85Connor, Clark & Lunn Investment Management Ltd.$61.9M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$60.8M1
87NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$59.6M1
88STOREBRAND ASSET MANAGEMENT AS$59.1M1
89MILLENNIUM MANAGEMENT LLC$58.9M1
90Aberdeen Group plc$58.5M1
91SCHRODER INVESTMENT MANAGEMENT GROUP$58.2M1
92BANK OF MONTREAL /CAN/$57.2M1
93Zurcher Kantonalbank (Zurich Cantonalbank)$56.2M1
94Korea Investment CORP$54.0M1
95Susquehanna Portfolio Strategies, LLC$53.6M1
96Allspring Global Investments Holdings, LLC$53.2M1
97HighTower Advisors, LLC$52.5M1
98Universal- Beteiligungs- und Servicegesellschaft mbH$48.9M1
99LPL Financial LLC$48.2M1
100NATIXIS$47.9M1
101NATIONAL BANK OF CANADA /FI/$46.9M1
102MACKENZIE FINANCIAL CORP$46.0M1
103SEB Asset Management AB$45.1M1
104GATEWAY INVESTMENT ADVISERS LLC$44.8M1
105FIRST MANHATTAN CO. LLC.$42.6M1
106Gotham Asset Management, LLC$42.3M1
107Swedbank AB$40.0M1
108RENAISSANCE TECHNOLOGIES LLC$39.1M1
109FIRST TRUST ADVISORS LP$38.2M1
110CITADEL ADVISORS LLC$38.1M1
111STATE OF WISCONSIN INVESTMENT BOARD$37.8M1
112One Madison Group LLC$37.4M1
113MANUFACTURERS LIFE INSURANCE COMPANY, THE$36.5M1
114VOLORIDGE INVESTMENT MANAGEMENT, LLC$36.2M1
115Freestone Grove Partners LP$35.8M1
116Vanguard Investments Australia, Ltd.$35.2M1
117Chevy Chase Trust Holdings, LLC$34.4M1
118Baird Financial Group, Inc.$34.0M1
119Asset Management One Co., Ltd.$29.4M1
120HARRIS ASSOCIATES L P$29.1M1
121TEACHER RETIREMENT SYSTEM OF TEXAS$28.2M1
122Shellback Capital, LP$27.4M1
123LONE PINE CAPITAL LLC$27.1M1
124OSAIC HOLDINGS, INC.$25.8M1
125ROYAL LONDON ASSET MANAGEMENT LTD$25.5M1
126Pelham Capital Ltd.$24.3M1
127Lansforsakringar Fondforvaltning AB (publ)$24.2M1
128NOMURA ASSET MANAGEMENT CO LTD$24.1M1
129Candriam S.C.A.$24.1M1
130J. Goldman & Co LP$24.0M1
131Artemis Investment Management LLP$23.8M1
132State of New Jersey Common Pension Fund D$23.4M1
133MANE GLOBAL CAPITAL MANAGEMENT LP$22.6M1
134MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$22.3M1
135Tredje AP-fonden$22.3M1
136STIFEL FINANCIAL CORP$22.2M1
137South Street Advisors LLC$22.2M1
138LAZARD ASSET MANAGEMENT LLC$22.1M1
139Resona Asset Management Co.,Ltd.$22.1M1
140TORONTO DOMINION BANK$22.0M1
141Walleye Capital LLC$21.8M1
142Anabranch Capital Management, LP$20.8M1
143XPONANCE LLC$20.0M1
144NORDEA INVESTMENT MANAGEMENT AB$19.6M1
145Broad Run Investment Management, LLC$19.5M1
146Arizona State Retirement System$19.4M1
147Varma Mutual Pension Insurance Co$19.3M1
148CIBC Bancorp USA Inc.$19.0M1
149Czech National Bank$19.0M1
150TRUIST FINANCIAL CORP$18.9M1
151Stony Point Capital LLC$18.6M1
152COMMERCE BANK$18.3M1
153Walleye Trading LLC$18.3M1
154Cornerstone Advisors, LLC$18.2M1
155STATE OF MICHIGAN RETIREMENT SYSTEM$18.2M1
156Cetera Investment Advisers$17.9M1
157FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$17.4M1
158DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$17.3M1
159Creative Planning$17.2M1
160O'SHAUGHNESSY ASSET MANAGEMENT, LLC$17.2M1
161CIBC Asset Management Inc$17.1M1
162AIA Group Ltd$16.8M1
163FIFTH THIRD BANCORP$16.8M1
164Mirae Asset Global Investments Co., Ltd.$16.8M1
165Visualize Group LP$16.5M1
166MILFORD FUNDS LTD$16.4M1
167COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$16.2M1
168Mesirow Financial Investment Management, Inc.$16.1M1
169Eurizon Capital SGR S.p.A.$15.9M1
170APG Asset Management N.V.$15.9M1
171ASSETMARK, INC$15.7M1
172Archon Partners LLC$15.4M1
173CREDIT AGRICOLE S A$15.3M1
174MIRAE ASSET SECURITIES (USA) INC.$15.2M1
175J. Safra Sarasin Holding AG$15.2M1
176Retirement Systems of Alabama$14.8M1
177Swiss Life Asset Management Ltd$14.7M1
178Rockefeller Capital Management L.P.$14.6M1
179Obion Capital Management LP$14.6M1
180M&G Plc$14.4M1
181Ensign Peak Advisors, Inc$14.3M1
182Lighthouse Investment Partners, LLC$14.2M1
183IFM Investors Pty Ltd$14.1M1
184EFG International AG$13.8M1
185Daiwa Securities Group Inc.$13.8M1
186USS Investment Management Ltd$13.0M1
187MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$12.9M1
188LANDMARK INVESTMENT PARTNERS, L.P.$12.8M1
189Silvant Capital Management LLC$12.7M1
190PEAK6 LLC$12.4M1
191Interval Partners, LP$12.2M1
192ASR Vermogensbeheer N.V.$12.2M1
193Edgestream Partners, L.P.$12.1M1
194Lansing Management LP$11.9M1
195Railway Pension Investments Ltd$11.7M1
196Sumitomo Mitsui DS Asset Management Company, Ltd$11.7M1
197Man Group plc$11.6M1
198Andra AP-fonden$11.5M1
199EAGLE CAPITAL MANAGEMENT LLC$11.4M1
200Utah Retirement Systems$11.3M1
201LMR Partners LLP$11.1M1
202Vanguard Personalized Indexing Management, LLC$11.1M1
203ProShare Advisors LLC$11.0M1
204Capital International, Inc./CA/$11.0M1
205OpenArc Corporate Advisory, LLC$10.8M1
206ING GROEP NV$10.8M1
207REGIONS FINANCIAL CORP$10.8M1
208JACKSON HILL ADVISORS, LLC$10.6M1
209NEW YORK LIFE INVESTMENT MANAGEMENT LLC$10.4M1
210Pathstone Holdings, LLC$10.2M1
211Pictet North America Advisors SA$10.2M1
212Clio Asset Management LLC$10.2M1
213NEOS Investment Management LLC$10.2M1
214Rakuten Investment Management, Inc.$10.1M1
215Tidal Investments LLC$9.9M1
216Generali Asset Management SPA SGR$9.9M1
217BANK OF NOVA SCOTIA$9.8M1
218BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$9.7M1
219Danica Pension, Livsforsikringsaktieselskab$9.6M1
220Sanctuary Advisors, LLC$9.5M1
221Wealthfront Advisers LLC$9.4M1
222Knollwood Investment Advisory, LLC$9.3M1
223OPPENHEIMER ASSET MANAGEMENT INC.$9.2M1
224CIBC WORLD MARKET INC.$9.2M1
225NISSAY ASSET MANAGEMENT CORP /JAPAN$9.1M1
226QRG CAPITAL MANAGEMENT, INC.$8.8M1
227COMMONWEALTH EQUITY SERVICES, LLC$8.6M1
228PATTEN & PATTEN INC/TN$8.5M1
229Robeco Institutional Asset Management B.V.$8.5M1
230Woodline Partners LP$8.5M1
231&PARTNERS$8.2M1
232M&T BANK CORP$8.2M1
233Empowered Funds, LLC$8.1M1
234OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.0M1
235US BANCORP \DE\$7.9M1
236Indivisible Partners$7.8M1
237MML INVESTORS SERVICES, LLC$7.6M1
238Wealthspire Advisors, LLC$7.6M1
239Cinctive Capital Management LP$7.6M1
240FULTON BREAKEFIELD BROENNIMAN LLC$7.5M1
241Rice Partnership, LLC$7.3M1
242PINNACLE ASSOCIATES LTD$7.3M1
243OP Asset Management Ltd$7.2M1
244WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.1M1
245American Assets Investment Management, LLC$7.1M1
246Shelter Rock Management, LLC$6.9M1
247Vestmark Advisory Solutions, Inc.$6.7M1
248Harvest Portfolios Group Inc.$6.6M1
249Zurich Insurance Group Ltd/FI$6.6M1
250Brevan Howard Capital Management LP$6.5M1
251Atria Investments, Inc$6.4M1
252Vinva Investment Management Ltd$6.4M1
253Investment Management Corp of Ontario$6.3M1
254Crossmark Global Holdings, Inc.$6.3M1
255NewEdge Wealth, LLC$6.3M1
256Vontobel Holding Ltd.$6.2M1
257Apella Capital, LLC$6.1M1
258UniSuper Management Pty Ltd$6.0M1
259Onex Canada Asset Management Inc.$6.0M1
260Hazelview Securities Inc.$5.9M1
261Cerity Partners LLC$5.8M1
262Callan Family Office, LLC$5.8M1
263BRASADA CAPITAL MANAGEMENT, LP$5.8M1
264Legacy CG, LLC$5.8M1
265Bleakley Financial Group, LLC$5.7M1
266MERCER GLOBAL ADVISORS INC /ADV$5.7M1
267Allianz Asset Management GmbH$5.7M1
268Vident Advisory, LLC$5.6M1
269Elo Mutual Pension Insurance Co$5.6M1
270Baker Avenue Asset Management, LP$5.4M1
271MACQUARIE GROUP LTD$5.3M1
272Capital Group Private Client Services, Inc.$5.3M1
273Verition Fund Management LLC$5.2M1
274Avanza Fonder AB$5.2M1
275PRINCIPAL SECURITIES, INC.$5.0M1
276Apollo Management Holdings, L.P.$4.9M1
277Fisher Funds Management LTD$4.9M1
278CWM, LLC$4.8M1
279COMGEST GLOBAL INVESTORS S.A.S.$4.8M1
280Night Squared LP$4.8M1
281Federation des caisses Desjardins du Quebec$4.7M1
282CLOVERFIELDS CAPITAL GROUP, LP$4.7M1
283Larson Financial Group LLC$4.6M1
284Symmetry Investments LP$4.6M1
285UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.5M1
286Capital International Sarl$4.5M1
287Laird Norton Wetherby Trust Company, LLC$4.5M1
288Quartz Partners, LLC$4.4M1
289Rafferty Asset Management, LLC$4.4M1
290HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.4M1
291ABN AMRO INVESTMENT SOLUTIONS$4.3M1
292Baader Bank Aktiengesellschaft$4.3M1
293Owlhouse Capital LP$4.3M1
294KEYBANK NATIONAL ASSOCIATION/OH$4.3M1
295Merit Financial Group, LLC$4.3M1
296MIZUHO SECURITIES USA LLC$4.2M1
297Transamerica Financial Advisors, LLC$4.2M1
298BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.1M1
299MORGENS WATERFALL VINTIADIS & CO INC$4.1M1
300GROUP ONE TRADING LLC$4.1M1
301Choate Investment Advisors$4.1M1
302Groupe la Francaise$4.1M1
303Qsemble Capital Management, LP$3.9M1
304Banco Santander, S.A.$3.7M1
305HB Wealth Management, LLC$3.7M1
306Norinchukin Bank, The$3.6M1
307Acumen Wealth Advisors, LLC$3.6M1
308EXCHANGE TRADED CONCEPTS, LLC$3.6M1
309OMERS ADMINISTRATION Corp$3.5M1
310CAPITAL INTERNATIONAL LTD /CA/$3.5M1
311ExodusPoint Capital Management, LP$3.5M1
312ELEVATION POINT WEALTH PARTNERS, LLC$3.5M1
313Maryland State Retirement & Pension System$3.5M1
314Birch Hill Investment Advisors LLC$3.4M1
315WORLDQUANT MILLENNIUM ADVISORS LLC$3.4M1
316Sequoia Financial Advisors, LLC$3.4M1
317Numerai GP LLC$3.3M1
318SHELTON CAPITAL MANAGEMENT$3.2M1
319EULAV Asset Management$3.0M1
320Third View Private Wealth, LLC$3.0M1
321GREENLEAF TRUST$3.0M1
322WESTPAC BANKING CORP$3.0M1
323Lido Advisors, LLC$2.9M1
324PKO Investment Management Joint-Stock Co$2.9M1
325MUFG Securities EMEA plc$2.9M1
326YHB Investment Advisors, Inc.$2.8M1
327Summit Trail Advisors, LLC$2.7M1
328Mariner, LLC$2.7M1
329Dai-ichi Life Insurance Company, Ltd$2.7M1
330SIGNATUREFD, LLC$2.7M1
331Financial Advisors Network, Inc.$2.7M1
332CANADA PENSION PLAN INVESTMENT BOARD$2.7M1
333Great Lakes Retirement, Inc.$2.6M1
334Carmel Capital Partners, LLC$2.6M1
335E Fund Management Co., Ltd.$2.6M1
336Cascade Investment Advisors, Inc.$2.6M1
337Financiere des Professionnels - Fonds d'investissement inc.$2.6M1
338Havemeyer Place LP$2.5M1
339Meeder Advisory Services, Inc.$2.5M1
340Gradient Investments LLC$2.4M1
341RWA WEALTH PARTNERS, LLC$2.4M1
342Cumberland Partners Ltd$2.4M1
343Orion Porfolio Solutions, LLC$2.4M1
344TOKIO MARINE ASSET MANAGEMENT CO LTD$2.4M1
345Metis Global Partners, LLC$2.4M1
346Phoenix Financial Ltd.$2.3M1
347BRIGHT ROCK CAPITAL MANAGEMENT, LLC$2.3M1
348Envestnet Portfolio Solutions, Inc.$2.3M1
349Bank OZK$2.2M1
350NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
351INTECH INVESTMENT MANAGEMENT LLC$2.2M1
352SFMG, LLC$2.2M1
353Caprock Group, LLC$2.2M1
354Harbor Advisors LLC$2.2M1
355Graham Capital Management, L.P.$2.1M1
356NewEdge Advisors, LLC$2.1M1
357CHOREO, LLC$2.1M1
358BOCHK Asset Management Ltd$2.1M1
359QUADRANT CAPITAL GROUP LLC$2.1M1
360GROUPAMA ASSET MANAGMENT$2.1M1
361FIDUCIARY TRUST CO$2.1M1
362OSSIAM$2.0M1
363Steward Partners Investment Advisory, LLC$2.0M1
364Focus Partners Wealth$2.0M1
365LGT Fund Management Co Ltd.$2.0M1
366North Dakota State Investment Board$2.0M1
367EVOKE WEALTH, LLC$2.0M1
368Argentarii, LLC$1.9M1
369SECURIAN ASSET MANAGEMENT, INC$1.9M1
370Bridgewater Associates, LP$1.9M1
371Squarepoint Ops LLC$1.9M1
372STEPHENS INC /AR/$1.8M1
373Roundview Capital LLC$1.8M1
374Ballentine Partners, LLC$1.8M1
375ADAGE CAPITAL PARTNERS GP, L.L.C.$1.8M1
376Savoir Faire Capital Management, L.P.$1.7M1
377Ridge Creek Global, Inc$1.7M1
378MGO ONE SEVEN LLC$1.6M1
379FORA Capital, LLC$1.6M1
380Ashton Thomas Private Wealth, LLC$1.6M1
381Athena Wealth Management, LLC$1.6M1
382Kestra Advisory Services, LLC$1.6M1
383GUGGENHEIM CAPITAL LLC$1.5M1
384Linden Thomas Advisory Services, LLC$1.5M1
385Everhart Financial Group, Inc.$1.5M1
386Ascent Group, LLC$1.5M1
387iSAM Funds (UK) Ltd$1.5M1
388Concurrent Investment Advisors, LLC$1.5M1
389Kintegral Advisory, LLC$1.5M1
390Arista Wealth Management, LLC$1.4M1
391Western Financial Corp/CA$1.4M1
392COLDSTREAM CAPITAL MANAGEMENT INC$1.4M1
393MONTAG A & ASSOCIATES INC$1.4M1
394Robertson Stephens Wealth Management, LLC$1.3M1
395Diversified Trust Co$1.3M1
396Cresset Asset Management, LLC$1.3M1
397Blue Trust, Inc.$1.3M1
398Vise Technologies, Inc.$1.3M1
399Gilbert & Cook, Inc.$1.3M1
400FIDELIS CAPITAL PARTNERS, LLC$1.3M1
401SAGESPRING WEALTH PARTNERS, LLC$1.3M1
402Private Advisor Group, LLC$1.3M1
403PRUDENTIAL PLC$1.3M1
404U S GLOBAL INVESTORS INC$1.3M1
405BAKER TILLY WEALTH MANAGEMENT, LLC$1.3M1
406Allworth Financial LP$1.3M1
407BOOTHBAY FUND MANAGEMENT, LLC$1.3M1
408Hilltop National Bank$1.2M1
409Cassaday & Co Wealth Management LLC$1.2M1
410DoubleLine ETF Adviser LP$1.2M1
411EP Wealth Advisors, LLC$1.2M1
412Smartleaf Asset Management LLC$1.2M1
413CAPSTONE INVESTMENT ADVISORS, LLC$1.2M1
414Wedmont Private Capital$1.2M1
415Portfolio Design Labs, LLC$1.2M1
416Banque Cantonale Vaudoise$1.2M1
417Waverly Advisors, LLC$1.2M1
418EVERGREEN CAPITAL MANAGEMENT LLC$1.2M1
419Optas, LLC$1.2M1
420Pallas Capital Advisors LLC$1.1M1
421Marks Group Wealth Management, Inc$1.1M1
422New England Research & Management, Inc.$1.1M1
423Cooper Financial Group$1.1M1
424Aquatic Capital Management LLC$1.1M1
425TEMA ETFS LLC$1.1M1
426Meiji Yasuda Life Insurance Co$1.1M1
427Advisors Asset Management, Inc.$1.0M1
428BENJAMIN EDWARDS INC$1.0M1
429MASTERINVEST Kapitalanlage GmbH$1.0M1
430BALYASNY ASSET MANAGEMENT L.P.$1.0M1
431SIMPLEX TRADING, LLC$1.0M1
432Central Pacific Bank - Trust Division$1.0M1
433OAK RIDGE INVESTMENTS LLC$1.0M1
434Caldwell Trust Co$1.0M1
435Snowden Capital Advisors LLC$1.0M1
436Independent Advisor Alliance$1.0M1
437SEEDS INVESTOR LLC$1.0M1
438Clearstead Advisors, LLC$1.0M1
439Siemens Fonds Invest GmbH$1.0M1
440Sagewood Asset Management LP$994K1
441Palumbo Wealth Management LLC$993K1
442Compound Planning, Inc.$983K1
443Premier Path Wealth Partners, LLC$975K1
444United Asset Strategies, Inc.$964K1
445Turtle Creek Wealth Advisors, LLC$957K1
446ODDO BHF ASSET MANAGEMENT SAS$934K1
447GLOBALT Investments LLC / GA$928K1
448PROFUND ADVISORS LLC$919K1
449First International Bank of Israel Ltd.$919K1
450Ascentis Independent Advisors$904K1
451Hurley Capital, LLC$903K1
452Bridgefront Capital, LLC$898K1
453Belpointe Asset Management LLC$892K1
454Fortis Capital Advisors, LLC$892K1
455DAVENPORT & Co LLC$887K1
456Avestar Capital, LLC$881K1
457Checchi Capital Advisers, LLC$878K1
458RMR Wealth Builders$877K1
459Apollon Wealth Management, LLC$877K1
460HBK Sorce Advisory LLC$870K1
461AE Wealth Management LLC$868K1
462Krilogy Financial LLC$867K1
463ALLIANZ SE$848K1
464ONTARIO TEACHERS PENSION PLAN BOARD$848K1
465Pure Financial Advisors, LLC$847K1
466OneDigital Investment Advisors LLC$844K1
467Trust Asset Management LLC$829K1
468Legacy Capital Group California, Inc.$826K1
469OLD NATIONAL BANCORP /IN/$824K1
470HANCOCK WHITNEY CORP$811K1
471Colonial River Investments, LLC$768K1
472FULTON BANK, N.A.$766K1
473RITHOLTZ WEALTH MANAGEMENT$763K1
474MONETA GROUP INVESTMENT ADVISORS LLC$755K1
475Jain Global LLC$753K1
476Western Wealth Management, LLC$746K1
477KING LUTHER CAPITAL MANAGEMENT CORP$745K1
478Beacon Pointe Advisors, LLC$737K1
479Frec Markets, Inc.$730K1
480Aaron Wealth Advisors LLC$718K1
481Fund Advisors of America Inc/FL$715K1
482ASHTON THOMAS SECURITIES, LLC$711K1
483Summit Financial, LLC$705K1
484NOMURA HOLDINGS INC$705K1
485AXXCESS WEALTH MANAGEMENT, LLC$703K1
486Oak Harvest Investment Services$699K1
487MAI Capital Management$682K1
488CONTRAVISORY INVESTMENT MANAGEMENT, INC.$680K1
489Pitcairn Wealth Advisors LLC$676K1
490Pinnacle Wealth Planning Services, Inc.$674K1
491Savant Capital, LLC$672K1
492CHICAGO TRUST Co NA$670K1
493Chicago Partners Investment Group LLC$670K1
494SAX WEALTH ADVISORS, LLC$664K1
495VEGA INVESTMENT SOLUTIONS$661K1
496INSIGNEO ADVISORY SERVICES, LLC$657K1
497Glenview Trust Co$656K1
498Integrated Advisors Network LLC$646K1
499Moisand Fitzgerald Tamayo, LLC$639K1
500PERRYMAN FINANCIAL ADVISORY INC /AD$638K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 1 sell
Congress net ($ bound)$2.0K to $79.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HLT

RETAINED WINDOW · ACTIVE HITS
Signal hits naming HLT
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for HLT · financials and macro

Financials — as filed PLANNED

HLT's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HLT on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing