Holley Ownership 2024 | Who Owns Holley Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

13.23%

Insider Ownership

2.98%

Retail Ownership

83.78%

Institutional Holders

46.00

Holley Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC8.41%0.09%9,918,490-1,405,684-12.41%35,508,194Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC8.14%0.06%9,590,8165,409,997129.40%34,335,120Jun 30, 2024
BAMCO INC /NY/4.24%0.05%5,000,000--17,900,000Jun 30, 2024
BLACKROCK INC.2.89%0.00%3,402,633-262,655-7.17%12,181,426Jun 30, 2024
VANGUARD GROUP INC2.66%0.00%3,139,9508070.03%11,241,020Jun 30, 2024
CLEARLAKE CAPITAL GROUP, L.P.2.33%0.88%2,750,000--9,845,000Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.0.98%0.04%1,150,000-737,500-39.07%4,117,000Jun 30, 2024
STATE STREET CORP0.96%0.00%1,136,875-11,781-1.03%4,070,013,000Jun 30, 2024
SKYLANDS CAPITAL, LLC0.95%0.57%1,123,800306,87437.56%4,023,204Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.92%0.00%1,082,170-45,468-4.03%3,874,653Jun 30, 2024
ATALAYA CAPITAL MANAGEMENT LP0.88%8.25%1,035,698208,40325.19%3,707,799Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.83%0.00%975,034334,94052.33%3,490,623Jun 30, 2024
WELLS FARGO & COMPANY/MN0.70%0.00%819,595-13,322-1.60%2,934,150Jun 30, 2024
BANK OF AMERICA CORP /DE/0.55%0.00%649,70212,2071.91%2,325,933Jun 30, 2024
NORTHERN TRUST CORP0.38%0.00%449,127-11,861-2.57%1,607,874,000Jun 30, 2024
MORGAN STANLEY0.37%0.00%440,317-227,670-34.08%1,576,337Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.34%0.00%400,416-4,789-1.18%1,433,489Jun 30, 2024
SEI INVESTMENTS CO0.33%0.00%392,545-11,214-2.78%1,405,311,000Jun 30, 2024
GOLDMAN SACHS GROUP INC0.33%0.00%391,810179,05484.16%1,402,679Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.31%0.00%367,271-34,363-8.56%1,314,831Jun 30, 2024

Holley's largest institutional shareholder is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, holding 8.41% of the company's total share outstanding, currently valued at $35.51M. The top 10 institutional shareholders own together 32.49% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PARAFESTAS ANASTASIOS0.14%83.90%166,000--594,000Jun 30, 2024
ATALAYA CAPITAL MANAGEMENT LP0.88%8.25%1,035,698208,40325.19%3,707,799Jun 30, 2024
CLEARLAKE CAPITAL GROUP, L.P.2.33%0.88%2,750,000--9,845,000Jun 30, 2024
SKYLANDS CAPITAL, LLC0.95%0.57%1,123,800306,87437.56%4,023,204Jun 30, 2024
ANSON FUNDS MANAGEMENT LP0.26%0.13%305,493-54,076-15.04%1,093,665Jun 30, 2024
CLARIVEST ASSET MANAGEMENT LLC0.26%0.11%308,4565,4311.79%1,104,272Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC8.41%0.09%9,918,490-1,405,684-12.41%35,508,194Jun 30, 2024
PRECISION WEALTH STRATEGIES, LLC0.02%0.08%22,4975,16129.77%80,539Jun 30, 2024
DELTEC ASSET MANAGEMENT LLC0.09%0.07%105,000--375,900Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.22%0.06%258,89548,90923.29%927,000Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC8.14%0.06%9,590,8165,409,997129.40%34,335,120Jun 30, 2024
CRUISER CAPITAL ADVISORS, LLC0.01%0.05%10,555--37,787Jun 30, 2024
BAMCO INC /NY/4.24%0.05%5,000,000--17,900,000Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.0.98%0.04%1,150,000-737,500-39.07%4,117,000Jun 30, 2024
WALLACE ADVISORY GROUP, LLC0.01%0.03%12,839-492-3.69%45,964Jun 30, 2024
PORTSIDE WEALTH GROUP, LLC0.04%0.03%43,934-1,827-3.99%157,284Jun 30, 2024
STATE OF WYOMING0.04%0.03%49,06731,102173.13%175,660Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.04%0.03%43,25228,593195.05%154,842Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.24%0.02%282,677282,677100.00%1,011,984Jun 30, 2024
ALLIANCE WEALTH ADVISORS, LLC /UT0.02%0.02%22,486-496-2.16%80,500Jun 30, 2024

The largest Holley shareholder by % of total assets is PARAFESTAS ANASTASIOS. The company owns 166.00K shares of Holley (HLLY), representing 83.90% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC8.14%0.06%9,590,8165,409,997129.40%34,335,120Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.83%0.00%975,034334,94052.33%3,490,623Jun 30, 2024
SKYLANDS CAPITAL, LLC0.95%0.57%1,123,800306,87437.56%4,023,204Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.24%0.02%282,677282,677100.00%1,011,984Jun 30, 2024
EMPOWERED FUNDS, LLC0.20%0.01%236,377236,377100.00%846,230Jun 30, 2024
ATALAYA CAPITAL MANAGEMENT LP0.88%8.25%1,035,698208,40325.19%3,707,799Jun 30, 2024
GOLDMAN SACHS GROUP INC0.33%0.00%391,810179,05484.16%1,402,679Jun 30, 2024
WALLEYE CAPITAL LLC0.14%0.00%165,838124,937305.46%593,700Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.11%0.00%131,500114,314665.16%470,770Jun 30, 2024
MARSHALL WACE, LLP0.12%0.00%142,77382,611137.31%511,127Jun 30, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.10%0.00%119,97156,54389.15%429,496Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.16%0.00%193,50551,81536.57%692,748Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.22%0.06%258,89548,90923.29%927,000Jun 30, 2024
BANK OF MONTREAL /CAN/0.04%0.00%46,96946,969100.00%172,846Jun 30, 2024
ATRIA INVESTMENTS, INC0.03%0.00%39,64839,648100.00%141,940Jun 30, 2024
STATE OF WYOMING0.04%0.03%49,06731,102173.13%175,660Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.04%0.00%49,99530,985162.99%178,982Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.04%0.03%43,25228,593195.05%154,842Jun 30, 2024
DEUTSCHE BANK AG\0.04%0.00%43,65327,948177.96%156,278Jun 30, 2024
ALLIANCEBERNSTEIN L.P.0.05%0.00%54,56026,41093.82%195,325Jun 30, 2024

As of Jun 30 2024, Holley's largest institutional buyer is ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC. The company purchased 5.41M stocks of HLLY, valued at $34.34M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC8.41%0.09%9,918,490-1,405,684-12.41%35,508,194Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.0.98%0.04%1,150,000-737,500-39.07%4,117,000Jun 30, 2024
BLACKROCK INC.2.89%0.00%3,402,633-262,655-7.17%12,181,426Jun 30, 2024
MORGAN STANLEY0.37%0.00%440,317-227,670-34.08%1,576,337Jun 30, 2024
OPTIONS SOLUTIONS, LLC----160,884-100.00%-Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC0.17%0.00%202,049-140,197-40.96%723,335Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----123,789-100.00%-Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.02%0.00%24,284-97,039-79.98%86,937Jun 30, 2024
JPMORGAN CHASE & CO0.06%-71,119-57,830-44.85%254,607Jun 30, 2024
ANSON FUNDS MANAGEMENT LP0.26%0.13%305,493-54,076-15.04%1,093,665Jun 30, 2024
INVESCO LTD.0.18%0.00%209,156-50,104-19.33%748,779Jun 30, 2024
DENALI ADVISORS LLC----46,200-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.92%0.00%1,082,170-45,468-4.03%3,874,653Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.31%0.00%364,049-44,768-10.95%1,303,295Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.31%0.00%367,271-34,363-8.56%1,314,831Jun 30, 2024
BARCLAYS PLC0.02%-19,518-28,144-59.05%70,000Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----26,022-100.00%-Jun 30, 2024
UBS GROUP AG0.03%-35,859-24,177-40.27%128,375Jun 30, 2024
BAKER TILLY WEALTH MANAGEMENT, LLC0.01%0.02%10,567-22,837-68.37%37,830Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC----20,265-100.00%-Jun 30, 2024

As of Jun 30 2024, Holley's biggest institutional seller is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC. The company sold -1.41M shares of HLLY, valued at $35.51M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.24%0.02%282,677282,677100.00%1,011,984Jun 30, 2024
EMPOWERED FUNDS, LLC0.20%0.01%236,377236,377100.00%846,230Jun 30, 2024
BANK OF MONTREAL /CAN/0.04%0.00%46,96946,969100.00%172,846Jun 30, 2024
ATRIA INVESTMENTS, INC0.03%0.00%39,64839,648100.00%141,940Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.02%0.00%26,03226,032100.00%93,195Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.02%0.00%25,04825,048100.00%89,672Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.01%0.01%14,67514,675100.00%52,537Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC0.01%0.00%14,60014,600100.00%52,268Jun 30, 2024
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC0.01%0.00%11,62511,625100.00%41,618Jun 30, 2024
ZACKS INVESTMENT MANAGEMENT0.01%0.00%11,59711,597100.00%41,516Jun 30, 2024
CREWE ADVISORS LLC0.00%0.00%1,1141,114100.00%3,989Jun 30, 2024
TUCKER ASSET MANAGEMENT LLC0.00%0.00%562562100.00%2,012Jun 30, 2024
MACQUARIE GROUP LTD0.00%-353353100.00%1,264Jun 30, 2024
FORTITUDE FAMILY OFFICE, LLC0.00%0.00%316316100.00%1,131Jun 30, 2024
ROTHSCHILD INVESTMENT LLC--3030100.00%107Jun 30, 2024

Holley's largest new institutional shareholder by number of shares is BRIDGEWAY CAPITAL MANAGEMENT, LLC, purchased 282.68K shares, valued at $1.01M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
OPTIONS SOLUTIONS, LLC----160,884-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----123,789-100.00%-Jun 30, 2024
DENALI ADVISORS LLC----46,200-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----26,022-100.00%-Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC----20,265-100.00%-Jun 30, 2024
MARINER, LLC----19,772-100.00%-Jun 30, 2024
SG AMERICAS SECURITIES, LLC----19,412-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----13,379-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----12,234-100.00%-Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP----12,169-100.00%-Jun 30, 2024
CENTIVA CAPITAL, LP----11,074-100.00%-Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC----9,663-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----3,089-100.00%-Jun 30, 2024

Holley's largest sold out institutional shareholder by shares sold is OPTIONS SOLUTIONS, LLC, sold -0.16M shares, valued at -, as of undefined.

Holley Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Walthausen Funds3.27%111,965--Apr 30, 2023
VIRTUS EQUITY TRUST0.98%8,065,070--Mar 28, 2024
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)0.71%5,000,000--Mar 31, 2024
WASATCH FUNDS TRUST0.19%1,723,127--Mar 31, 2024
VIRTUS VARIABLE INSURANCE TRUST0.14%225,921-14,100-5.87%Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS0.06%31,500--Mar 31, 2024
DRIEHAUS MUTUAL FUNDS0.05%475,211--Mar 28, 2024
Vericimetry Funds0.05%4,400--Mar 31, 2024
Ultimus Managers Trust0.04%454,989--Feb 29, 2024
FORUM FUNDS II0.03%31,0983251.06%Mar 31, 2024
BNY Mellon Strategic Funds, Inc.0.02%39,090--Mar 31, 2024
BUFFALO FUNDS0.02%110,000--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%94,475--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%7,454--Mar 31, 2024
AMG Funds IV0.01%30,100--Jan 31, 2024
North Square Investments Trust0.01%59,125--Jan 31, 2024
VANGUARD INDEX FUNDS0.01%2,462,043-780,420-24.07%Mar 31, 2024
NORTHERN LIGHTS FUND TRUST II0.00%51,521--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%962--Mar 31, 2024
Capitol Series Trust0.00%39,5501,9505.19%Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%145,010--Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%14,3025,58564.07%Mar 31, 2024
FIDELITY COVINGTON TRUST0.00%56,93620,81957.64%Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%245,1022400.10%Jan 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%56,600--Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%436,448-1,234-0.28%Feb 29, 2024
Calvert Variable Products, Inc.0.00%5,177--Mar 31, 2024
NORTHERN LIGHTS FUND TRUST III0.00%20,091--Jan 31, 2024
VICTORY PORTFOLIOS0.00%48,920--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%38,592-2,582-6.27%Mar 31, 2024
VANGUARD WORLD FUND0.00%250,89670,53939.11%Feb 29, 2024
ALLSPRING FUNDS TRUST0.00%390,20835,3569.96%Mar 31, 2024
VALIC Co I0.00%245,876-3,487-1.40%Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%18,791-3,033-13.90%Mar 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%113,4714,6474.27%Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%26,192--Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%2,282-662-22.49%Mar 31, 2024
SCHWAB STRATEGIC TRUST0.00%266,3119,2643.60%Feb 29, 2024
Dimensional ETF Trust0.00%200,417188,2161542.63%Jan 31, 2024
FundVantage Trust0.00%6,552--Mar 28, 2024
RBC FUNDS TRUST0.00%49,900--Mar 28, 2024
TRUST FOR PROFESSIONAL MANAGERS0.00%134,835134,835-Feb 29, 2024
Global X Funds0.00%17,001--Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%40,90339,4312678.74%Feb 29, 2024
FLEXSHARES TRUST0.00%26,492--Jan 31, 2024
Principal Exchange-Traded Funds0.00%3,718--Mar 31, 2024
Fidelity Rutland Square Trust II0.00%374,530--Feb 29, 2024
TIAA-CREF LIFE FUNDS0.00%808--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%17,000--Mar 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%33,07019,980152.64%Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%2,89633913.26%Mar 31, 2024
Janus Detroit Street Trust0.00%29,408--Jan 31, 2024
NORTHERN FUNDS0.00%21,151-2,469-10.45%Mar 28, 2024
T. Rowe Price Index Trust, Inc.0.00%3,18040214.47%Mar 31, 2024
iSHARES TRUST0.00%1,925,550-114,925-5.63%Mar 31, 2024
Victory Portfolios II0.00%5,9835,983-Mar 31, 2024
RYDEX SERIES FUNDS0.00%481--Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%230,36225,85212.64%Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%110,65099,569898.56%Jan 31, 2024
EQ ADVISORS TRUST0.00%123,0585,3994.59%Mar 31, 2024
PACE SELECT ADVISORS TRUST0.00%30,344--Jan 31, 2024
VANGUARD WELLINGTON FUND0.00%34,050--Feb 29, 2024
Brighthouse Funds Trust I0.00%537,196-13,551-2.46%Mar 31, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%28,222--Jan 31, 2024
TIAA-CREF FUNDS0.00%182,1209010.50%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%576--Mar 31, 2024
RYDEX DYNAMIC FUNDS0.00%239--Dec 31, 2023
PENN SERIES FUNDS INC0.00%1,700--Mar 28, 2024
NATIONWIDE MUTUAL FUNDS0.00%5,359-997-15.69%Jan 31, 2024
ProFunds0.00%410-34-7.66%Mar 31, 2024
PROSHARES TRUST0.00%7,73891413.39%Feb 29, 2024
USAA MUTUAL FUNDS TRUST0.00%6,6381,17621.53%Jan 31, 2024
GOLDMAN SACHS TRUST0.00%99,30455,557127.00%Jan 31, 2024
RYDEX VARIABLE TRUST0.00%32--Dec 31, 2023
COLLEGE RETIREMENT EQUITIES FUND0.00%26,694--Mar 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%1,982--Mar 31, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%2,083--Feb 29, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%43,100--Mar 31, 2024
SUNAMERICA SERIES TRUST0.00%5,982-24-0.40%Jan 31, 2024
Brinker Capital Destinations Trust0.00%958--Feb 29, 2024
WisdomTree Trust0.00%29,419-798-2.64%Mar 31, 2024
ETF Series Solutions0.00%282--Jan 31, 2024
Brighthouse Funds Trust II0.00%10,257-9,746-48.72%Mar 31, 2024
FIDELITY SALEM STREET TRUST0.00%39,192-1,254-3.10%Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%19,760-1,866-8.63%Mar 31, 2024
COLUMBIA FUNDS SERIES TRUST I0.00%38,808--Feb 29, 2024
Blackstone Alternative Investment Funds0.00%80010014.29%Mar 31, 2024
PACIFIC SELECT FUND0.00%19,822-1,059-5.07%Mar 31, 2024
Bridge Builder Trust0.00%21,046--Mar 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%436--Jan 31, 2024
Advisors' Inner Circle Fund III0.00%150-1,104,534-99.99%Jan 31, 2024
BlackRock Variable Series Funds, Inc.0.00%5,818--Mar 31, 2024
BLACKROCK FUNDS0.00%7,482--Jan 31, 2024
PRINCIPAL FUNDS, INC.0.00%6,658-1,111-14.30%Jan 31, 2024
SEI INSTITUTIONAL INVESTMENTS TRUST0.00%13,400--Feb 29, 2024

Holley's largest mutual fund holder by % of total assets is "Walthausen Funds", owning 111.97K shares, compromising 3.27% of its total assets.

Holley Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2446-61.98%
31 Mar, 241214.31%
31 Dec, 23116-4.13%
30 Sep, 2312131.52%
30 Jun, 2392-8.91%
31 Mar, 23101-9.82%
31 Dec, 22112-2.61%
30 Sep, 2211513.86%
30 Jun, 2210124.69%
31 Mar, 22818.00%
31 Dec, 217544.23%
30 Sep, 21522500.00%
30 Jun, 212-

As of 30 Jun 24, 46 institutions are holding Holley's shares, representing a decrease of -61.98% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2415,597,866-67.06%
31 Mar, 2447,352,2190.62%
31 Dec, 2347,059,095-1.56%
30 Sep, 2347,803,58612.68%
30 Jun, 2342,423,0646.57%
31 Mar, 2339,806,456-4.79%
31 Dec, 2241,810,444-13.44%
30 Sep, 2248,300,359-3.83%
30 Jun, 2250,224,20831.29%
31 Mar, 2238,253,70514.81%
31 Dec, 2133,320,2713.27%
30 Sep, 2132,266,4293835.78%
30 Jun, 21819,823-

Holley (HLLY) has 15.60M shares outstanding as of 30 Jun 24, down -67.06% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2413.23%0.81%
31 Mar, 2440.34%2.59%
31 Dec, 2339.46%2.37%
30 Sep, 2340.78%3.11%
30 Jun, 2336.21%3.14%
31 Mar, 2333.98%2.65%
31 Dec, 2235.81%2.11%
30 Sep, 2241.24%2.24%
30 Jun, 2242.95%3.94%
31 Mar, 2233.01%3.99%
31 Dec, 2128.77%3.12%
30 Sep, 2130.36%2068.67%
30 Jun, 211.21%-

As of 30 Jun 24, Holley is held by 13.23% institutional shareholders, representing a 0.81% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2420-62.96%
31 Mar, 2454-3.57%
31 Dec, 2356-23.29%
30 Sep, 237365.91%
30 Jun, 2344-2.22%
31 Mar, 2345-25.00%
31 Dec, 2260-13.04%
30 Sep, 2269-1.43%
30 Jun, 227048.94%
31 Mar, 22472.17%
31 Dec, 2146-2.13%
30 Sep, 21472250.00%
30 Jun, 212-

20 institutional shareholders have increased their position in HLLY stock as of 30 Jun 24 compared to 54 in the previous quarter (a -62.96% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2413-68.29%
31 Mar, 244136.67%
31 Dec, 233030.43%
30 Sep, 2323-11.54%
30 Jun, 2326-25.71%
31 Mar, 2335-2.78%
31 Dec, 223650.00%
30 Sep, 222460.00%
30 Jun, 2215-16.67%
31 Mar, 221820.00%
31 Dec, 2115650.00%
30 Sep, 212-
30 Jun, 21--

13 institutional shareholders have reduced their position in HLLY stock as of 30 Jun 24 compared to 41 in the previous quarter (a -68.29% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2446-61.98%15,597,866-67.06%13.23%0.81%20-62.96%13-68.29%
31 Mar, 241214.31%47,352,2190.62%40.34%2.59%54-3.57%4136.67%
31 Dec, 23116-4.13%47,059,095-1.56%39.46%2.37%56-23.29%3030.43%
30 Sep, 2312131.52%47,803,58612.68%40.78%3.11%7365.91%23-11.54%
30 Jun, 2392-8.91%42,423,0646.57%36.21%3.14%44-2.22%26-25.71%
31 Mar, 23101-9.82%39,806,456-4.79%33.98%2.65%45-25.00%35-2.78%
31 Dec, 22112-2.61%41,810,444-13.44%35.81%2.11%60-13.04%3650.00%
30 Sep, 2211513.86%48,300,359-3.83%41.24%2.24%69-1.43%2460.00%
30 Jun, 2210124.69%50,224,20831.29%42.95%3.94%7048.94%15-16.67%
31 Mar, 22818.00%38,253,70514.81%33.01%3.99%472.17%1820.00%
31 Dec, 217544.23%33,320,2713.27%28.77%3.12%46-2.13%15650.00%
30 Sep, 21522500.00%32,266,4293835.78%30.36%2068.67%472250.00%2-
30 Jun, 212-819,823-1.21%-2---

Holley Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 14, 2024Rubel Matthew Edirector, officer Exec. Chairman of the BoardP-PurchaseBuy14,493$3.39$49.13K169,979
Mar 18, 2024Clempson Grahamdirector-P-PurchaseBuy40,924$4.23$172.93K104,775
Mar 18, 2024Clempson Grahamdirector-P-PurchaseBuy59,076$4.18$247.17K63,851

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 14, 2024Rubel Matthew Edirector, officer Exec. Chairman of the BoardP-PurchaseBuy14,493$3.39$49.13K169,979
Mar 18, 2024Clempson Grahamdirector-P-PurchaseBuy40,924$4.23$172.93K104,775
Mar 18, 2024Clempson Grahamdirector-P-PurchaseBuy59,076$4.18$247.17K63,851

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 10, 2024Stevenson Matthewdirector, officer President and CEOF-InKindSell102,875$3.66$376.52K2,316,836
May 20, 2024APPELGATE BRIANofficer Interm Chief Operating OfficerF-InKindSell27,841$3.85$107.19K207,040
May 15, 2024Basham Owendirector-J-OtherSell34,979---
May 15, 2024Coady James D.director-J-OtherSell34,979---
May 15, 2024Kennedy Carlyofficer EVP & General CounselF-InKindSell1,490$3.93$5.86K224,688
Mar 12, 2024Kennedy Carlyofficer EVP & General CounselF-InKindSell34,315$4.06$139.32K226,178
Mar 12, 2024WEAVER JESSEofficer Chief Financial OfficerF-InKindSell56,087$4.06$227.71K293,621

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 14, 2024Rubel Matthew Edirector, officer Exec. Chairman of the BoardP-PurchaseBuy14,493$3.39$49.13K169,979
Jun 11, 2024Coady James D.director-A-AwardBuy29,166--29,166
Jun 11, 2024Basham Owendirector-A-AwardBuy29,166--29,166
Jun 11, 2024JONES GINGER Mdirector-A-AwardBuy29,166--100,465
Jun 11, 2024Clempson Grahamdirector-A-AwardBuy29,166--54,020
Jun 11, 2024Sehgal Anitadirector-A-AwardBuy29,166--73,465
Jun 11, 2024Gloeckler Michelle J.director-A-AwardBuy29,166--241,883
Jun 11, 2024Rubel Matthew Edirector, officer Exec. Chairman of the BoardA-AwardBuy29,166--155,486
Jun 10, 2024Stevenson Matthewdirector, officer President and CEOF-InKindSell102,875$3.66$376.52K2,316,836
May 20, 2024APPELGATE BRIANofficer Interm Chief Operating OfficerF-InKindSell27,841$3.85$107.19K207,040
May 15, 2024Basham Owendirector-J-OtherSell34,979---
May 15, 2024Coady James D.director-J-OtherSell34,979---
May 15, 2024Kennedy Carlyofficer EVP & General CounselF-InKindSell1,490$3.93$5.86K224,688
Mar 19, 2024Clempson Grahamdirector Buy----
Mar 18, 2024Clempson Grahamdirector-P-PurchaseBuy40,924$4.23$172.93K104,775
Mar 18, 2024Clempson Grahamdirector-P-PurchaseBuy59,076$4.18$247.17K63,851
Mar 12, 2024Kennedy Carlyofficer EVP & General CounselA-AwardBuy42,020--260,493
Mar 12, 2024Kennedy Carlyofficer EVP & General CounselF-InKindSell34,315$4.06$139.32K226,178
Mar 12, 2024WEAVER JESSEofficer Chief Financial OfficerA-AwardBuy57,120--349,708
Mar 12, 2024WEAVER JESSEofficer Chief Financial OfficerF-InKindSell56,087$4.06$227.71K293,621

The last insider sell of Holley's stock was made by Stevenson Matthew on Jun 10 2024, selling 102,875 shares at $3.66 per share (valued at $376.52K). The last insider buy of HLLY was made by Rubel Matthew E on Jun 14 2024, buying 14,493 shares at $3.39 per share (worth $49.13K).

Holley Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202485160.00%
Q1 202463200.00%
Q4 20233837.50%
Q3 202311010.00%
Q2 2023193633.33%
Q1 2023127171.43%
Q4 202282400.00%
Q3 202271258.33%
Q2 202271700.00%
Q1 2022168200.00%
Q4 2021-1-
Q3 2021113366.67%
Q4 202042317.39%
Q3 202010--
Q1 20181--

8 total buy trades, and 5 total sell trades (buy/sell ratio of 1.60%) were made by Holley's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241--
Q1 20242--
Q4 20233--
Q3 2023-3-
Q2 20235--
Q1 2023---
Q4 2022---
Q3 202211100.00%
Q2 2022-1-
Q1 2022-6-
Q4 2021---
Q3 20214--
Q4 202041921.05%
Q3 20208--
Q1 2018---

As of Q2 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Holley's stocks.

Holley Peer Ownership


TickerCompany
GNTXGentex Corporation
LEALear Corporation
MPAAMotorcar Parts of America, Inc.
DANDana Incorporated
CPSCooper-Standard Holdings Inc.
DORMDorman Products, Inc.
MNROMonro, Inc.
ALVAutoliv, Inc.
SMPStandard Motor Products, Inc.
SRIStoneridge, Inc.
PLOWDouglas Dynamics, Inc.
ADNTAdient plc
VCVisteon Corporation
FOXFFox Factory Holding Corp.
CVGICommercial Vehicle Group, Inc.

HLLY Ownership FAQ


Holley is owned by institutional shareholders (13.23%), insiders (2.98%), and public (83.78%). The largest institutional shareholder of Holley is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (8.41% of total shares) and the top mutual fund owner is Walthausen Funds (3.27% of total shares).

Holley's major institutional shareholders are KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC, BAMCO INC /NY/, BLACKROCK INC., and VANGUARD GROUP INC. The top five shareholders own together 26.34% of the company's share outstanding.

As of Jun 2024, there are 46 institutional shareholders of Holley.

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC owns 9.92M shares of Holley, representing 8.41% of the company's total shares outstanding, valued at $35.51M (as of Jun 2024).

As of Jun 2024, ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC holds 9.59M shares of Holley (HLLY), compromising 8.14% of the company, valued at $34.34M.

BAMCO INC /NY/ is the third largest holder of Holley. The company owns 5M of the company's shares outstanding (worth $17.9M).