Filing Research | HNI - HNI CORP Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Douglas Lane & Associates, LLC	Shares	206.8KSH	$8.4M
2	GRACE & WHITE INC /NY	Shares	58.5KSH	$2.4M
3	DMKC Advisory Services, LLC	Shares	58.3KSH	$2.4M
4	SAPIENT CAPITAL LLC	Shares	44.1KSH	$1.8M
5	Louisiana State Employees Retirement System	Shares	30.6KSH	$1.2M
6	Police & Firemen's Retirement System of New Jersey	Shares	21.3KSH	$862.6K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.8KSH	$757.7K
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.6KSH	$669.2K
9	EQUITABLE TRUST CO	Shares	10.3KSH	$415.9K
10	Crossmark Global Holdings, Inc.	Shares	9.5KSH	$383.0K
11	FLAGSHIP HARBOR ADVISORS, LLC	Shares	8.7KSH	$349.6K
12	Valeo Financial Advisors, LLC	Shares	8.0KSH	$325.1K
13	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	7.3KSH	$295.6K
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.8KSH	$276.2K
15	Hennion & Walsh Asset Management, Inc.	Shares	6.4KSH	$259.3K
16	Sequoia Financial Advisors, LLC	Shares	6.3KSH	$252.7K
17	OLD NATIONAL BANCORP /IN/	Shares	5.6KSH	$225.7K
18	City State Bank	Shares	3.6KSH	$145.5K
19	JFS WEALTH ADVISORS, LLC	Shares	782SH	$31.6K
20	Farther Finance Advisors, LLC	Shares	676SH	$27.3K
21	IFP Advisors, Inc	Shares	572SH	$23.1K
22	EASTERN BANK	Shares	500SH	$20.2K
23	FIRST HORIZON CORP	Shares	488SH	$19.7K
24	FARMERS & MERCHANTS INVESTMENTS INC	Shares	482SH	$19.5K
25	EverSource Wealth Advisors, LLC	Shares	457SH	$18.5K
26	Investors Research Corp	Shares	438SH	$17.7K
27	GAMMA Investing LLC	Shares	318SH	$12.8K
28	Steigerwald, Gordon & Koch Inc.	Shares	296SH	$12.0K
29	SIGNATUREFD, LLC	Shares	292SH	$11.8K
30	Versant Capital Management, Inc	Shares	277SH	$11.2K
31	Triumph Capital Management	Shares	200SH	$8.1K
32	MassMutual Private Wealth & Trust, FSB	Shares	197SH	$8.0K
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	185SH	$7.5K
34	Owl Creek Wealth Partners LLC	Shares	119SH	$4.8K
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	75.0KSH	$3.0K
36	State of Alaska, Department of Revenue	Shares	37.4KSH	$1.5K
37	Handelsbanken Fonder AB	Shares	24.8KSH	$1.0K
38	AMALGAMATED BANK	Shares	18.8KSH	$761
39	High Note Wealth, LLC	Shares	17SH	$687
40	Valued Wealth Advisors LLC	Shares	7SH	$283
41	Abound Wealth Management	Shares	4SH	$162
42	Davis Capital Management	Shares	4SH	$162
43	SBI Securities Co., Ltd.	Shares	4SH	$162
44	GHP Investment Advisors, Inc.	Shares	1SH	$41

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

50 / 52 loaded

#		Instrument
1	Douglas Lane & Associates, LLC added	Shares	+64.5K	+$3.6M	$8.4M
2	DMKC Advisory Services, LLC new	Shares	+58.3K	+$2.4M	$2.4M
3	GRACE & WHITE INC /NY added	Shares	+19.6K	+$1.1M	$2.4M
4	SAPIENT CAPITAL LLC unchanged	Shares	0	+$309.9K	$1.8M
5	Sequoia Financial Advisors, LLC new	Shares	+6.3K	+$252.7K	$252.7K
6	OLD NATIONAL BANCORP /IN/ new	Shares	+5.6K	+$225.7K	$225.7K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.1K	+$220.9K	$862.6K
8	Louisiana State Employees Retirement System trimmed	Shares	-200	+$208.1K	$1.2M
9	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+118	+$135.6K	$757.7K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-591	+$96.5K	$669.2K
11	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+516	+$78.0K	$349.6K
12	Crossmark Global Holdings, Inc. added	Shares	+281	+$75.9K	$383.0K
13	EQUITABLE TRUST CO trimmed	Shares	-720	+$48.2K	$415.9K
14	Valeo Financial Advisors, LLC trimmed	Shares	-719	+$32.5K	$325.1K
15	ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed	Shares	-600	+$31.3K	$295.6K
16	City State Bank unchanged	Shares	0	+$25.3K	$145.5K
17	Farther Finance Advisors, LLC added	Shares	+335	+$15.9K	$27.3K
18	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-1.2K	+$8.2K	$276.2K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+185	+$7.5K	$7.5K
20	JFS WEALTH ADVISORS, LLC added	Shares	+29	+$6.5K	$31.6K
21	EverSource Wealth Advisors, LLC added	Shares	+51	+$4.9K	$18.5K
22	EASTERN BANK unchanged	Shares	0	+$3.5K	$20.2K
23	FIRST HORIZON CORP unchanged	Shares	0	+$3.4K	$19.7K
24	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$3.4K	$19.5K
25	Investors Research Corp unchanged	Shares	0	+$3.1K	$17.7K
26	IFP Advisors, Inc trimmed	Shares	-44	+$2.5K	$23.1K
27	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$2.1K	$12.0K
28	Triumph Capital Management unchanged	Shares	0	+$1.4K	$8.1K
29	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$835	$4.8K
30	Valued Wealth Advisors LLC new	Shares	+7	+$283	$283
31	Handelsbanken Fonder AB unchanged	Shares	0	+$174	$1.0K
32	Davis Capital Management new	Shares	+4	+$162	$162
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-11.8K	+$134	$3.0K
34	AMALGAMATED BANK trimmed	Shares	-965	+$100	$761
35	Abound Wealth Management unchanged	Shares	0	+$28	$162
36	SBI Securities Co., Ltd. unchanged	Shares	0	+$28	$162
37	GHP Investment Advisors, Inc. unchanged	Shares	0	+$7	$41
38	Vermillion Wealth Management, Inc. exited	Shares	-1	-$33	$0
39	SJS Investment Consulting Inc. exited	Shares	-1	-$34	$0
40	Beaird Harris Wealth Management, LLC exited	Shares	-2	-$67	$0
41	State of Alaska, Department of Revenue trimmed	Shares	-11.4K	-$116	$1.5K
42	Fortitude Family Office, LLC exited	Shares	-9	-$301	$0
43	Cedar Mountain Advisors, LLC exited	Shares	-13	-$434	$0
44	Sound Income Strategies, LLC exited	Shares	-65	-$2.2K	$0
45	HARBOR INVESTMENT ADVISORY, LLC exited	Shares	-75	-$2.5K	$0
46	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-131	-$3.0K	$8.0K
47	GAMMA Investing LLC trimmed	Shares	-174	-$3.6K	$12.8K
48	High Note Wealth, LLC trimmed	Shares	-132	-$4.3K	$687
49	Main Street Group, LTD exited	Shares	-130	-$4.3K	$0
50	Versant Capital Management, Inc trimmed	Shares	-378	-$10.7K	$11.2K

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