HNI — HNI CORP
As of Q2 2026, 31 SEC-registered investment managers reported holding HNI (HNI CORP) in their latest 13F filings, with a combined reported value of $1.29B across 32.06M shares. That is +9.2% by share count (+2.70M shares) versus the previous quarter, while reported value moved +32.1%. Ownership is concentrated: the five largest holders account for 83.2% of reported value and the top ten for 92.7%.
Compared with the prior quarter, 1 opened new positions, 15 added to existing stakes, 15 trimmed, 6 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HNI is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 10.68M | $431.74M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 10.63M | $429.75M | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 7.86M | $330.42M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 2.35M | $94.89M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 1.88M | $75.87M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.05M | $42.37M | 0.01% | Reduce |
| BNY Mellon history | Q2 2026 | 940.05K | $37.99M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 919.56K | $37.16M | 0.00% | Add |
| Principal Global Investors history | Q2 2026 | 419.51K | $16.95M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 389.11K | $15.72M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 377.03K | $15.24M | 0.00% | Reduce |
| Invesco Ltd history | Q2 2026 | 358.92K | $14.50M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 336.45K | $13.60M | 0.00% | Add |
| Balyasny Asset Management history | Q2 2026 | 287.93K | $11.64M | 0.01% | Add |
| PSP Investments history | Q2 2026 | 239.91K | $9.69M | 0.03% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 158.54K | $6.41M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 143.21K | $5.79M | 0.00% | Reduce |
| Franklin Resources history | Q2 2026 | 136.56K | $5.52M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 117.38K | $4.74M | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 101.35K | $4.10M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 96.90K sh · $3.99M
Fully Exited (vs previous quarter)
- Arrowstreet Capital sold 94.39K sh · $3.15M
- Royce & Associates sold 44.25K sh · $1.48M
- Millennium Management sold 38.09K sh · $1.27M
- Janus Henderson Group sold 31.80K sh · $1.06M
- CPP Investments sold 15.00K sh · $500.85K
- Renaissance Technologies sold 13.80K sh · $460.78K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 7.46M | 7.67M | 7.39M | 6.88M | 6.64M | 10.02M | 10.34M | 10.68M |
| Fidelity Management & Research (FMR) | 290.89K | 1.42M | 1.51M | 1.52M | 1.41M | 726.81K | 427.26K | 715.67K | 706.57K | 584.03K | 430.45K | 489.21K | 1.84M | 1.96M | 2.04M | 2.03M | 2.83M | 3.41M | 7.84M | 10.63M |
| Northern Trust Corp | 2.26M | 2.27M | 2.18M | 2.17M | 2.16M | 2.16M | 2.21M | 2.23M | 2.24M | 2.23M | 2.20M | 2.18M | 2.18M | 2.19M | 2.20M | 2.13M | 1.98M | 2.23M | 2.28M | 2.35M |
| Geode Capital Management | 740.64K | 731.87K | 752.68K | 715.62K | 723.05K | 741.37K | 768.77K | 908.21K | 943.18K | 988.53K | 1.03M | 1.08M | 1.08M | 1.09M | 1.14M | 1.12M | 1.11M | 1.57M | 1.74M | 1.88M |
| Charles Schwab Investment Management | 1.00M | 1.02M | 1.08M | 1.15M | 1.21M | 1.31M | 703.11K | 769.55K | 800.02K | 789.61K | 789.01K | 796.51K | 796.34K | 796.27K | 772.27K | 730.16K | 722.33K | 1.12M | 1.13M | 1.05M |
| BNY Mellon | 761.32K | 655.61K | 654.89K | 617.25K | 621.50K | 637.39K | 628.21K | 729.62K | 720.94K | 572.68K | 547.86K | 565.01K | 523.24K | 628.27K | 590.22K | 579.39K | 972.68K | 1.38M | 1.20M | 940.05K |
| Morgan Stanley | 214.95K | 193.98K | 171.32K | 273.18K | 253.26K | 511.09K | 511.75K | 617.49K | 564.65K | 643.08K | 665.57K | 673.82K | 857.48K | 660.20K | 601.46K | 591.48K | 659.06K | 809.63K | 744.73K | 919.56K |
| Principal Global Investors | 616.08K | 568.82K | 557.85K | 475.81K | 260.89K | 254.86K | 249.92K | 264.07K | 251.09K | 242.72K | 241.87K | 234.11K | 238.47K | 250.18K | 258.06K | 254.75K | 250.40K | 372.10K | 413.30K | 419.51K |
| Bank of America Corp | 104.78K | 87.33K | 110.02K | 92.08K | 64.17K | 81.39K | 61.67K | 72.97K | 88.31K | 100.79K | 70.08K | 89.47K | 95.28K | 68.84K | 218.96K | 173.69K | 170.65K | 534.12K | 620.03K | 389.11K |
| Goldman Sachs Group | 57.24K | 71.19K | 64.53K | 82.33K | 67.15K | 92.48K | 108.25K | 187.05K | 144.49K | 116.37K | 193.19K | 251.23K | 417.88K | 452.75K | 161.51K | 138.01K | 733.34K | 748.50K | 420.68K | 377.03K |
| Invesco Ltd | 638.12K | 556.85K | 233.08K | 239.05K | 233.83K | 282.91K | 1.20M | 1.29M | 1.00M | 722.18K | 326.68K | 363.18K | 448.38K | 605.96K | 285.29K | 296.39K | 289.81K | 339.29K | 363.60K | 358.92K |
| Citadel Advisors | 50.01K | 29.98K | 13.58K | 175.56K | 188.65K | 209.06K | 320.62K | 199.21K | 48.63K | 77.83K | 67.98K | 6.38K | 4.60K | 64.23K | 19.55K | 5.41K | 510.93K | 323.88K | 127.81K | 336.45K |
| Balyasny Asset Management | — | — | 27.86K | 29.39K | 10.15K | 31.52K | 50.73K | 28.45K | — | 10.92K | — | — | — | — | 162.52K | — | 107.10K | 273.96K | 80.49K | 287.93K |
| PSP Investments | 105.77K | 88.72K | 81.30K | 78.46K | 75.76K | 75.25K | 72.75K | 82.39K | 57.53K | 96.67K | 95.47K | 104.09K | 99.99K | 119.07K | 151.56K | 158.75K | 178.79K | 238.49K | 248.17K | 239.91K |
| Legal & General Investment Management America | 127.63K | 130.66K | 129.62K | 126.24K | 122.79K | 122.98K | 120.66K | 132.10K | 130.48K | 129.41K | 127.01K | 132.18K | 131.46K | 131.00K | 128.97K | 132.59K | 123.47K | 184.23K | 165.21K | 158.54K |
| UBS Group AG | 1.55K | 6.82K | 2.58K | 1.06K | 1.05K | 79.70K | 5.42K | 20.38K | 26.66K | 20.52K | 62.37K | 25.98K | 39.58K | 176.45K | 33.89K | 157.72K | 468.17K | 313.50K | 343.08K | 143.21K |
| Franklin Resources | — | — | — | — | — | — | — | 22.51K | 1.03M | 1.24M | 1.61M | 2.07M | 2.07M | 1.72M | 715.60K | 879.67K | 892.85K | 134.40K | 149.83K | 136.56K |
| D. E. Shaw & Co | 221.12K | 159.31K | 80.53K | 53.73K | 37.00K | 51.80K | 83.81K | 33.64K | — | — | — | — | — | — | 73.31K | 53.96K | 518.67K | 923.50K | 388.38K | 117.38K |
| Wells Fargo & Co | 52.68K | 44.15K | 29.18K | 7.33K | 10.96K | 8.69K | 14.86K | 26.38K | 16.27K | 24.15K | 25.38K | 30.17K | 28.01K | 34.51K | 28.44K | 30.62K | 37.16K | 112.81K | 65.72K | 101.35K |
| JPMorgan Chase & Co | 278.18K | 310.44K | 268.79K | 174.87K | 181.79K | 118.12K | 140.86K | 107.67K | 90.16K | 91.06K | 119.64K | 88.69K | 136.92K | 190.43K | 90.48K | 90.12K | 76.53K | 128.35K | — | 96.90K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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