Holley Ownership | Who Owns Holley?

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Holley Ownership Summary

Holley is owned by 42.93% institutional investors, 2.98% insiders, and 54.09% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 8.41% of HLLY shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 5.73% of its assets in Holley shares.

HLLY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Holley	42.93%	2.98%	54.09%
Sector	Consumer Cyclical Stocks	57.35%	11.97%	30.68%
Industry	Auto Parts Stocks	62.48%	9.62%	27.90%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Kayne anderson rudnick investment management	9.92M	8.41%	$35.51M
Allspring global investments	9.59M	8.14%	$34.34M
Bamco inc /ny/	5.00M	4.24%	$17.90M
Blackrock	3.40M	2.89%	$12.18M
Vanguard group	3.14M	2.66%	$11.24M
Clearlake capital group	2.75M	2.33%	$9.85M
State street	1.14M	0.96%	$4.07M
Skylands capital	1.12M	0.95%	$4.02M
Geode capital management	1.08M	0.92%	$3.87M
Atalaya capital management lp	1.04M	0.88%	$3.71M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Parafestas anastasios	166.00K	83.90%	$594.00K
Atalaya capital management lp	1.04M	8.25%	$3.71M
Clearlake capital group	2.75M	0.88%	$9.85M
Skylands capital	1.12M	0.57%	$4.02M
Anson funds management lp	305.49K	0.13%	$1.09M
Clarivest asset management	308.46K	0.11%	$1.10M
Kayne anderson rudnick investment management	9.92M	0.09%	$35.51M
Precision wealth strategies	22.50K	0.08%	$80.54K
Deltec asset management	105.00K	0.07%	$375.90K
Gsa capital partners llp	258.89K	0.06%	$927.00K

Top Buyers

Holder	Shares	% Assets	Change
Allspring global investments	9.59M	0.06%	5.41M
Dimensional fund advisors lp	975.03K	0.00%	334.94K
Skylands capital	1.12M	0.57%	306.87K
Bridgeway capital management	282.68K	0.02%	282.68K
Empowered funds	236.38K	0.01%	236.38K

Top Sellers

Holder	Shares	% Assets	Change
Kayne anderson rudnick investment management	9.92M	0.09%	-1.41M
Jefferies financial group	-	-	-1.15M
Fuller & thaler asset management	-	-	-289.98K
Blackrock	3.40M	0.00%	-262.65K
Morgan stanley	440.32K	0.00%	-227.67K

New Positions

Holder	Shares	% Assets	Change	Value
Bridgeway capital management	282.68K	0.02%	282.68K	$1.01M
Empowered funds	236.38K	0.01%	236.38K	$846.23K
Atria investments	39.65K	0.00%	39.65K	$141.94K
Mirae asset global etfs	26.03K	0.00%	26.03K	$93.19K
Corebridge financial	25.05K	0.00%	25.05K	$89.67K

Sold Out

Holder	Change
Harbour investments	-200.00
Citadel advisors	-300.00
Fortitude family office	-316.00
Steward partners investment advisory	-1.00K
Crewe advisors	-1.11K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	129	5.74%	50,956,076	-1.42%	42	2.23%	68	21.43%	37	-7.50%
Jun 30, 2024	122	0.83%	51,690,604	9.16%	43	2.69%	56	5.66%	40	-2.44%
Mar 31, 2024	121	3.42%	47,352,219	0.62%	40	2.59%	53	-7.02%	41	36.67%
Dec 31, 2023	117	-3.31%	47,062,345	-1.55%	39	2.37%	57	-21.92%	30	30.43%
Sep 30, 2023	121	31.52%	47,803,586	12.68%	40	3.11%	73	65.91%	23	-11.54%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Virtus KAR Small-Cap Growth I	6.87M	5.73%	-1.20M
Allspring Special Small Cap Value A	6.00M	5.06%	52.00K
Baron Opp. Small Cap Growth Strategy	3.00M	2.50%	-2.00M
Baron Small Cap Retail	3.00M	2.50%	-2.00M
Vanguard Total Stock Mkt Idx Inv	1.72M	1.45%	-
iShares Russell 2000 ETF	1.13M	0.94%	-2.53K
Vanguard Institutional Extnd Mkt Idx Tr	744.60K	0.62%	-
Brighthouse Small Cap Value A	492.83K	0.41%	-
Fidelity Small Cap Index	468.84K	0.39%	-12.70K
JNL Multi-Manager Small Cap Growth A	434.55K	0.36%	-45.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 12, 2024	Rubel Matthew E	Exec. Chairman of the Board	Buy	$49.13K
Mar 15, 2024	Clempson Graham	-	Buy	$172.93K
Mar 14, 2024	Clempson Graham	-	Buy	$247.17K
Nov 22, 2023	Stevenson Matthew	President and CEO	Buy	$56.24K
Nov 21, 2023	Stevenson Matthew	President and CEO	Buy	$44.49K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	1	-
2024 Q1	2	-
2023 Q4	3	-

HLLY Ownership FAQ

Who Owns Holley?

Holley shareholders are primarily institutional investors at 42.93%, followed by 2.98% insiders and 54.09% retail investors. The average institutional ownership in Holley's industry, Auto Parts Stocks , is 62.48%, which Holley falls below.

Who owns the most shares of Holley?

Holley’s largest shareholders are Kayne anderson rudnick investment management (9.92M shares, 8.41%), Allspring global investments (9.59M shares, 8.14%), and Bamco inc /ny/ (5M shares, 4.24%). Together, they hold 20.79% of Holley’s total shares outstanding.

Does Blackrock own Holley?

Yes, BlackRock owns 2.89% of Holley, totaling 3.4M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 12.18M$. In the last quarter, BlackRock decreased its holdings by -263K shares, a -7.17% change.

Who is Holley’s biggest shareholder by percentage of total assets invested?

Parafestas anastasios is Holley’s biggest shareholder by percentage of total assets invested, with 83.90% of its assets in 166K Holley shares, valued at 594K$.

Who is the top mutual fund holder of Holley shares?

Virtus KAR Small-Cap Growth I is the top mutual fund holder of Holley shares, with 5.73% of its total shares outstanding invested in 6.87M Holley shares.

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