Filing Research | H World Group Ltd Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	E Fund Management (Hong Kong) Co., Ltd.	Shares	73.0KSH	$3.0M
2	Swedbank AB	Shares	71.6KSH	$3.0M
3	Ninety One UK Ltd	Shares	40.2KSH	$1.7M
4	DAVENPORT & Co LLC	Shares	32.0KSH	$1.3M
5	Fideuram Asset Management (Ireland) dac	Shares	20.6KSH	$975.9K
6	Police & Firemen's Retirement System of New Jersey	Shares	21.9KSH	$914.0K
7	IFM Investors Pty Ltd	Shares	21.8KSH	$909.3K
8	Mediolanum International Funds Ltd	Shares	20.3KSH	$879.2K
9	E. Ohman J:or Asset Management AB	Shares	13.2KSH	$550.7K
10	PensionDanmark Pensionsforsikringsaktieselskab	Shares	11.6KSH	$485.7K
11	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	10.6KSH	$440.8K
12	Mirae Asset Global Investments Co., Ltd.	Shares	9.5KSH	$395.5K
13	Crossmark Global Holdings, Inc.	Shares	8.8KSH	$368.3K
14	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	6.9KSH	$286.0K
15	GREENLEAF TRUST	Shares	6.1KSH	$255.7K
16	Diversified Trust Co	Shares	6.0KSH	$251.7K
17	Sequoia Financial Advisors, LLC	Shares	5.1KSH	$213.7K
18	SIGNATUREFD, LLC	Shares	3.3KSH	$137.5K
19	Financial Perspectives, Inc	Shares	1.5KSH	$63.2K
20	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$54.9K
21	Farther Finance Advisors, LLC	Shares	926SH	$38.7K
22	FINANCIAL CONSULATE, INC	Shares	118SH	$4.9K
23	ELEVATION WEALTH PARTNERS, LLC	Shares	114SH	$4.8K
24	HIGHLINE WEALTH PARTNERS LLC	Shares	94SH	$3.9K
25	Physician Wealth Advisors, Inc.	Shares	85SH	$3.5K
26	JFS WEALTH ADVISORS, LLC	Shares	66SH	$2.8K
27	Handelsbanken Fonder AB	Shares	65.3KSH	$2.7K
28	True Wealth Design, LLC	Shares	35SH	$1.5K
29	Dogwood Wealth Management LLC	Shares	21SH	$876
30	LRI Investments, LLC	Shares	7SH	$292
31	Abound Wealth Management	Shares	4SH	$167

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

38 / 38 loaded

#		Instrument
1	Ninety One UK Ltd new	Shares	+40.2K	+$1.7M	$1.7M
2	Fideuram Asset Management (Ireland) dac new	Shares	+20.6K	+$975.9K	$975.9K
3	Crossmark Global Holdings, Inc. new	Shares	+8.8K	+$368.3K	$368.3K
4	ELEVATION WEALTH PARTNERS, LLC new	Shares	+114	+$4.8K	$4.8K
5	Farther Finance Advisors, LLC added	Shares	+251	+$3.9K	$38.7K
6	Dogwood Wealth Management LLC new	Shares	+21	+$876	$876
7	LRI Investments, LLC new	Shares	+7	+$292	$292
8	Abound Wealth Management unchanged	Shares	0	-$35	$167
9	Handelsbanken Fonder AB added	Shares	+7.1K	-$202	$2.7K
10	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$566	$2.8K
11	Versant Capital Management, Inc exited	Shares	-16	-$805	$0
12	Physician Wealth Advisors, Inc. trimmed	Shares	-2	-$829	$3.5K
13	True Wealth Design, LLC trimmed	Shares	-12	-$903	$1.5K
14	Blue Trust, Inc. exited	Shares	-33	-$1.7K	$0
15	FINANCIAL CONSULATE, INC trimmed	Shares	-29	-$2.5K	$4.9K
16	HIGHLINE WEALTH PARTNERS LLC trimmed	Shares	-39	-$2.8K	$3.9K
17	Spire Wealth Management exited	Shares	-162	-$8.1K	$0
18	Financial Perspectives, Inc unchanged	Shares	0	-$13.0K	$63.2K
19	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+733	-$21.9K	$286.0K
20	SIGNATUREFD, LLC trimmed	Shares	-358	-$46.2K	$137.5K
21	GREENLEAF TRUST trimmed	Shares	-34	-$54.2K	$255.7K
22	EverSource Wealth Advisors, LLC trimmed	Shares	-1.1K	-$65.6K	$54.9K
23	Mediolanum International Funds Ltd added	Shares	+708	-$79.2K	$879.2K
24	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	-$90.5K	$440.8K
25	Sequoia Financial Advisors, LLC trimmed	Shares	-1.1K	-$97.6K	$213.7K
26	PensionDanmark Pensionsforsikringsaktieselskab unchanged	Shares	0	-$99.8K	$485.7K
27	E. Ohman J:or Asset Management AB unchanged	Shares	0	-$113.1K	$550.7K
28	IFM Investors Pty Ltd unchanged	Shares	0	-$186.8K	$909.3K
29	ABC ARBITRAGE SA exited	Shares	-5.2K	-$263.7K	$0
30	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-1.7K	-$275.0K	$914.0K
31	DAVENPORT & Co LLC trimmed	Shares	-1.7K	-$359.9K	$1.3M
32	Swedbank AB added	Shares	+4.9K	-$366.9K	$3.0M
33	YOUSIF CAPITAL MANAGEMENT, LLC exited	Shares	-8.4K	-$421.6K	$0
34	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-8.1K	-$486.2K	$395.5K
35	E Fund Management (Hong Kong) Co., Ltd. trimmed	Shares	-5.2K	-$887.1K	$3.0M
36	Diversified Trust Co trimmed	Shares	-27.3K	-$1.4M	$251.7K
37	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. exited	Shares	-33.8K	-$1.7M	$0
38	SeaTown Holdings Pte. Ltd. exited	Shares	-101.0K	-$5.1M	$0