Filing Research | HHH - Howard Hughes Holdings Inc. Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	492.1KSH	$35.2M
2	Northside Capital Management, LLC	Shares	130.4KSH	$9.3M
3	Sowell Financial Services LLC	Shares	104.9KSH	$7.5M
4	BERNZOTT CAPITAL ADVISORS	Shares	87.4KSH	$6.2M
5	Walleye Partners, LLC	Shares	55.7KSH	$4.0M
6	Apollon Wealth Management, LLC	Shares	48.8KSH	$3.5M
7	SteelPeak Wealth, LLC	Shares	40.2KSH	$2.9M
8	Y-Intercept (Hong Kong) Ltd	Shares	33.6KSH	$2.4M
9	Sage Investment Counsel LLC	Shares	28.8KSH	$2.1M
10	INDEPENDENT INVESTORS INC	Shares	28.6KSH	$2.0M
11	Sequoia Financial Advisors, LLC	Shares	23.9KSH	$1.7M
12	Annex Advisory Services, LLC	Shares	21.5KSH	$1.5M
13	AlphaCentric Advisors LLC	Shares	15.0KSH	$1.1M
14	Police & Firemen's Retirement System of New Jersey	Shares	14.5KSH	$1.0M
15	Diversified Trust Co	Shares	12.8KSH	$913.4K
16	TrueMark Investments, LLC	Shares	11.0KSH	$789.3K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.5KSH	$541.3K
18	Ballentine Partners, LLC	Shares	5.9KSH	$421.6K
19	SeaCrest Wealth Management, LLC	Shares	5.0KSH	$357.4K
20	Hilltop National Bank	Shares	4.0KSH	$289.1K
21	Merit Financial Group, LLC	Shares	3.8KSH	$268.8K
22	Valeo Financial Advisors, LLC	Shares	3.4KSH	$243.7K
23	MEITAV INVESTMENT HOUSE LTD	Shares	3.0KSH	$214.5K
24	Versant Capital Management, Inc	Shares	883SH	$63.1K
25	Farther Finance Advisors, LLC	Shares	543SH	$38.8K
26	EverSource Wealth Advisors, LLC	Shares	376SH	$26.9K
27	IFP Advisors, Inc	Shares	311SH	$22.2K
28	GAMMA Investing LLC	Shares	259SH	$18.5K
29	Triumph Capital Management	Shares	229SH	$16.4K
30	SIGNATUREFD, LLC	Shares	227SH	$16.2K
31	MassMutual Private Wealth & Trust, FSB	Shares	192SH	$13.7K
32	SJS Investment Consulting Inc.	Shares	190SH	$13.6K
33	LRI Investments, LLC	Shares	120SH	$8.6K
34	True Wealth Design, LLC	Shares	113SH	$8.1K
35	Activest Wealth Management	Shares	70SH	$5.0K
36	Sachetta, LLC	Shares	57SH	$4.1K
37	Valued Wealth Advisors LLC	Shares	36SH	$2.6K
38	Fortitude Family Office, LLC	Shares	23SH	$1.6K
39	Golden State Wealth Management, LLC	Shares	21SH	$1.5K
40	HHM Wealth Advisors, LLC	Shares	20SH	$1.4K
41	JFS WEALTH ADVISORS, LLC	Shares	19SH	$1.4K
42	Handelsbanken Fonder AB	Shares	15.9KSH	$1.1K
43	CoreCap Advisors, LLC	Shares	14SH	$1.0K
44	Creative Capital Management Investments LLC	Shares	11SH	$786
45	Bogart Wealth, LLC	Shares	8SH	$572
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	6SH	$435
47	DiNuzzo Private Wealth, Inc.	Shares	6SH	$429
48	Essential Investment Partners LLC	Shares	5SH	$357
49	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	5SH	$356
50	Cromwell Holdings LLC	Shares	4SH	$286

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Manager changes2026-06-30 vs 2026-03-31

50 / 60 loaded

#		Instrument
1	Apollon Wealth Management, LLC new	Shares	+48.8K	+$3.5M	$3.5M
2	River Road Asset Management, LLC trimmed	Shares	-18.3K	+$2.9M	$35.2M
3	SteelPeak Wealth, LLC new	Shares	+40.2K	+$2.9M	$2.9M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+33.6K	+$2.4M	$2.4M
5	Sowell Financial Services LLC added	Shares	+3.3K	+$1.1M	$7.5M
6	AlphaCentric Advisors LLC new	Shares	+15.0K	+$1.1M	$1.1M
7	Northside Capital Management, LLC trimmed	Shares	-46	+$1.1M	$9.3M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+7.5K	+$541.3K	$541.3K
9	BERNZOTT CAPITAL ADVISORS trimmed	Shares	-2.9K	+$537.5K	$6.2M
10	Walleye Partners, LLC trimmed	Shares	-1.5K	+$363.1K	$4.0M
11	Sage Investment Counsel LLC added	Shares	+1.6K	+$339.0K	$2.1M
12	Merit Financial Group, LLC new	Shares	+3.8K	+$268.8K	$268.8K
13	INDEPENDENT INVESTORS INC unchanged	Shares	0	+$235.7K	$2.0M
14	Sequoia Financial Advisors, LLC trimmed	Shares	-414	+$170.5K	$1.7M
15	Police & Firemen's Retirement System of New Jersey added	Shares	+586	+$156.5K	$1.0M
16	Diversified Trust Co added	Shares	+231	+$119.8K	$913.4K
17	Annex Advisory Services, LLC trimmed	Shares	-1.8K	+$64.7K	$1.5M
18	Versant Capital Management, Inc added	Shares	+771	+$56.0K	$63.1K
19	Ballentine Partners, LLC added	Shares	+13	+$49.4K	$421.6K
20	Valeo Financial Advisors, LLC added	Shares	+226	+$42.4K	$243.7K
21	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$41.1K	$357.4K
22	Hilltop National Bank unchanged	Shares	0	+$33.3K	$289.1K
23	Farther Finance Advisors, LLC added	Shares	+230	+$19.1K	$38.8K
24	SJS Investment Consulting Inc. added	Shares	+160	+$11.7K	$13.6K
25	LRI Investments, LLC new	Shares	+120	+$8.6K	$8.6K
26	True Wealth Design, LLC added	Shares	+110	+$7.9K	$8.1K
27	Sachetta, LLC added	Shares	+44	+$3.3K	$4.1K
28	Activest Wealth Management added	Shares	+42	+$3.2K	$5.0K
29	MassMutual Private Wealth & Trust, FSB added	Shares	+20	+$2.8K	$13.7K
30	Valued Wealth Advisors LLC new	Shares	+36	+$2.6K	$2.6K
31	EverSource Wealth Advisors, LLC trimmed	Shares	-18	+$2.0K	$26.9K
32	HHM Wealth Advisors, LLC new	Shares	+20	+$1.4K	$1.4K
33	Fortitude Family Office, LLC added	Shares	+15	+$1.1K	$1.6K
34	IFP Advisors, Inc trimmed	Shares	-25	+$978	$22.2K
35	Creative Capital Management Investments LLC new	Shares	+11	+$786	$786
36	CoreCap Advisors, LLC added	Shares	+2	+$242	$1.0K
37	Golden State Wealth Management, LLC unchanged	Shares	0	+$173	$1.5K
38	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$157	$1.4K
39	Handelsbanken Fonder AB unchanged	Shares	0	+$131	$1.1K
40	Bogart Wealth, LLC unchanged	Shares	0	+$66	$572
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$57	$435
42	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$49	$429
43	Essential Investment Partners LLC unchanged	Shares	0	+$41	$357
44	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$41	$356
45	Cromwell Holdings LLC unchanged	Shares	0	+$33	$286
46	State of Alaska, Department of Revenue unchanged	Shares	0	+$23	$200
47	COUNTRY TRUST BANK unchanged	Shares	0	+$16	$143
48	FNY Investment Advisers, LLC trimmed	Shares	-10	+$7	$66
49	Hughes Financial Services, LLC exited	Shares	-1	-$63	$0
50	Blue Trust, Inc. exited	Shares	-2	-$127	$0

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