Filing Research | HIMS - HIMS & HERS HEALTH INC Institutional Holdings

Snapshot holdings

50 / 97 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	190.1KSH	$6.6M
2	Fiduciary Alliance LLC	Shares	145.7KSH	$5.1M
3	UDINE WEALTH MANAGEMENT, INC.	Shares	105.6KSH	$3.7M
4	DAVENPORT & Co LLC	Shares	80.2KSH	$2.8M
5	Fortis Group Advisors, LLC	Shares	71.9KSH	$2.5M
6	Police & Firemen's Retirement System of New Jersey	Shares	63.7KSH	$2.2M
7	Louisiana State Employees Retirement System	Shares	62.0KSH	$2.1M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	59.8KSH	$2.1M
9	Nicholas Wealth, LLC.	Shares	58.9KSH	$2.0M
10	REX Advisers, LLC	Shares	52.6KSH	$1.8M
11	Legacy Advisors, LLC	Shares	51.6KSH	$1.8M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	50.7KSH	$1.8M
13	Strong Tower Advisory Services	Shares	45.8KSH	$1.6M
14	SBI Securities Co., Ltd.	Shares	41.0KSH	$1.4M
15	D.A. DAVIDSON & CO.	Shares	39.4KSH	$1.4M
16	FIRST CITIZENS BANK & TRUST CO	Shares	33.2KSH	$1.2M
17	Envestnet Portfolio Solutions, Inc.	Shares	32.5KSH	$1.1M
18	OAK RIDGE INVESTMENTS LLC	Shares	30.8KSH	$1.1M
19	WINNACLE WEALTH LLC	Shares	22.2KSH	$770.0K
20	Sava Infond d.o.o.	Shares	22.0KSH	$762.7K
21	Prospera Financial Services Inc	Shares	21.8KSH	$755.8K
22	Farther Finance Advisors, LLC	Shares	20.4KSH	$708.0K
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	19.5KSH	$676.3K
24	Heritage Wealth Management, Inc. /CA/	Shares	16.1KSH	$558.6K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.2KSH	$555.5K
26	Abel Hall, LLC	Shares	15.7KSH	$545.2K
27	SECURIAN ASSET MANAGEMENT, INC	Shares	15.6KSH	$513.3K
28	Diligent Investors, LLC	Shares	14.4KSH	$498.3K
29	Fifth Third Wealth Advisors LLC	Shares	13.9KSH	$481.3K
30	Crossmark Global Holdings, Inc.	Shares	12.3KSH	$424.9K
31	Confluence Wealth Services, Inc.	Shares	10.7KSH	$370.2K
32	Brookwood Investment Group LLC	Shares	10.2KSH	$355.2K
33	Fragasso Financial Advisors Inc	Shares	9.2KSH	$317.6K
34	QRG CAPITAL MANAGEMENT, INC.	Shares	7.2KSH	$248.0K
35	Olympiad Research LP	Shares	7.1KSH	$245.0K
36	Nelson Capital Management, LLC	Shares	7.0KSH	$242.7K
37	Composition Wealth, LLC	Shares	6.6KSH	$227.2K
38	SIGNATUREFD, LLC	Shares	6.5KSH	$226.8K
39	Valeo Financial Advisors, LLC	Shares	6.5KSH	$224.8K
40	GAMMA Investing LLC	Shares	4.7KSH	$161.4K
41	ENTRUST FINANCIAL LLC	Shares	2.8KSH	$98.2K
42	Bogart Wealth, LLC	Shares	2.5KSH	$88.3K
43	REX Advisers, LLC	CALL	105.2KSH	$83.6K
44	EverSource Wealth Advisors, LLC	Shares	1.7KSH	$58.5K
45	REX Advisers, LLC	PUT	105.2KSH	$52.6K
46	Physician Wealth Advisors, Inc.	Shares	1.5KSH	$51.2K
47	AdvisorNet Financial, Inc	Shares	1.2KSH	$40.8K
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	CALL	1.1KSH	$37.8K
49	Atlantic Edge Private Wealth Management, LLC	Shares	1.0KSH	$34.7K
50	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	900SH	$33.8K

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

50 / 106 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+190.1K	+$6.6M	$6.6M
2	UDINE WEALTH MANAGEMENT, INC. new	Shares	+105.6K	+$3.7M	$3.7M
3	DAVENPORT & Co LLC new	Shares	+80.2K	+$2.8M	$2.8M
4	REX Advisers, LLC new	Shares	+52.6K	+$1.8M	$1.8M
5	Fiduciary Alliance LLC added	Shares	+10.6K	+$1.8M	$5.1M
6	Fortis Group Advisors, LLC added	Shares	+26.9K	+$1.3M	$2.5M
7	Nicholas Wealth, LLC. added	Shares	+15.6K	+$1.1M	$2.0M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+8.8K	+$1.1M	$2.2M
9	Strong Tower Advisory Services added	Shares	+17.6K	+$1.0M	$1.6M
10	D.A. DAVIDSON & CO. added	Shares	+19.8K	+$959.9K	$1.4M
11	Louisiana State Employees Retirement System added	Shares	+1.6K	+$895.6K	$2.1M
12	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.8K	+$773.4K	$2.1M
13	Sava Infond d.o.o. new	Shares	+22.0K	+$762.7K	$762.7K
14	Prospera Financial Services Inc new	Shares	+21.8K	+$755.8K	$755.8K
15	Legacy Advisors, LLC trimmed	Shares	-33	+$716.8K	$1.8M
16	FIRST CITIZENS BANK & TRUST CO added	Shares	+10.7K	+$683.0K	$1.2M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.5K	+$675.5K	$1.8M
18	Envestnet Portfolio Solutions, Inc. added	Shares	+10.4K	+$666.8K	$1.1M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+16.2K	+$555.5K	$555.5K
20	SBI Securities Co., Ltd. trimmed	Shares	-967	+$549.7K	$1.4M
21	Fifth Third Wealth Advisors LLC new	Shares	+13.9K	+$481.3K	$481.3K
22	OAK RIDGE INVESTMENTS LLC added	Shares	+646	+$441.7K	$1.1M
23	Confluence Wealth Services, Inc. new	Shares	+10.7K	+$370.2K	$370.2K
24	Brookwood Investment Group LLC new	Shares	+10.2K	+$355.2K	$355.2K
25	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.4K	+$322.1K	$676.3K
26	Fragasso Financial Advisors Inc new	Shares	+9.2K	+$317.6K	$317.6K
27	WINNACLE WEALTH LLC trimmed	Shares	-469	+$299.2K	$770.0K
28	Farther Finance Advisors, LLC trimmed	Shares	-405	+$294.8K	$708.0K
29	Abel Hall, LLC added	Shares	+1.8K	+$255.3K	$545.2K
30	QRG CAPITAL MANAGEMENT, INC. new	Shares	+7.2K	+$248.0K	$248.0K
31	Olympiad Research LP new	Shares	+7.1K	+$245.0K	$245.0K
32	Nelson Capital Management, LLC new	Shares	+7.0K	+$242.7K	$242.7K
33	Composition Wealth, LLC new	Shares	+6.6K	+$227.2K	$227.2K
34	Valeo Financial Advisors, LLC new	Shares	+6.5K	+$224.8K	$224.8K
35	Heritage Wealth Management, Inc. /CA/ unchanged	Shares	0	+$224.1K	$558.6K
36	Diligent Investors, LLC added	Shares	+317	+$206.5K	$498.3K
37	SECURIAN ASSET MANAGEMENT, INC added	Shares	+275	+$194.5K	$513.3K
38	Crossmark Global Holdings, Inc. added	Shares	+438	+$179.6K	$424.9K
39	SIGNATUREFD, LLC added	Shares	+2.4K	+$141.5K	$226.8K
40	GAMMA Investing LLC added	Shares	+1.1K	+$88.2K	$161.4K
41	REX Advisers, LLC new	CALL	+105.2K	+$83.6K	$83.6K
42	REX Advisers, LLC new	PUT	+105.2K	+$52.6K	$52.6K
43	EverSource Wealth Advisors, LLC added	Shares	+1.3K	+$49.5K	$58.5K
44	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$39.4K	$98.2K
45	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	CALL	+1.1K	+$37.8K	$37.8K
46	Bogart Wealth, LLC added	Shares	+21	+$35.9K	$88.3K
47	Atlantic Edge Private Wealth Management, LLC new	Shares	+1.0K	+$34.7K	$34.7K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+500	+$25.9K	$33.8K
49	Versant Capital Management, Inc added	Shares	+665	+$24.2K	$25.9K
50	Physician Wealth Advisors, Inc. trimmed	Shares	-53	+$19.4K	$51.2K

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