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Huadi Group Ownership 2024 | Who Owns Huadi Group Now?

OverviewChart

Institutional Ownership

0.20%

Insider Ownership

70.28%

Retail Ownership

29.51%

Institutional Holders

6.00

Huadi Group Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BANK OF MONTREAL /CAN/0.18%-26,00010,00062.50%71,760Jun 30, 2024
WEALTHCOLLAB, LLC0.02%0.00%2,37183354.16%5,525Jun 30, 2024
MORGAN STANLEY0.00%-577--1,344Jun 30, 2024
UBS GROUP AG0.00%-277277100.00%645Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-35--82Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----152-100.00%-Jun 30, 2024

Huadi Group's largest institutional shareholder is BANK OF MONTREAL /CAN/, holding 0.18% of the company's total share outstanding, currently valued at $71.76K. The top 10 institutional shareholders own together 0.21% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WEALTHCOLLAB, LLC0.02%0.00%2,37183354.16%5,525Jun 30, 2024
BANK OF MONTREAL /CAN/0.18%-26,00010,00062.50%71,760Jun 30, 2024
UBS GROUP AG0.00%-277277100.00%645Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-35--82Jun 30, 2024
MORGAN STANLEY0.00%-577--1,344Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----152-100.00%-Jun 30, 2024

The largest Huadi Group shareholder by % of total assets is WEALTHCOLLAB, LLC. The company owns 2.37K shares of Huadi Group (HUDI), representing 0.00% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BANK OF MONTREAL /CAN/0.18%-26,00010,00062.50%71,760Jun 30, 2024
WEALTHCOLLAB, LLC0.02%0.00%2,37183354.16%5,525Jun 30, 2024
UBS GROUP AG0.00%-277277100.00%645Jun 30, 2024
MORGAN STANLEY0.00%-577--1,344Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-35--82Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----152-100.00%-Jun 30, 2024

As of Jun 30 2024, Huadi Group's largest institutional buyer is BANK OF MONTREAL /CAN/. The company purchased 10.00K stocks of HUDI, valued at $71.76K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TOWER RESEARCH CAPITAL LLC (TRC)----152-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-35--82Jun 30, 2024
MORGAN STANLEY0.00%-577--1,344Jun 30, 2024
UBS GROUP AG0.00%-277277100.00%645Jun 30, 2024
WEALTHCOLLAB, LLC0.02%0.00%2,37183354.16%5,525Jun 30, 2024
BANK OF MONTREAL /CAN/0.18%-26,00010,00062.50%71,760Jun 30, 2024

As of Jun 30 2024, Huadi Group's biggest institutional seller is TOWER RESEARCH CAPITAL LLC (TRC). The company sold -0.15K shares of HUDI, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS GROUP AG0.00%-277277100.00%645Jun 30, 2024

Huadi Group's largest new institutional shareholder by number of shares is UBS GROUP AG, purchased 277.00 shares, valued at $645.00, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TOWER RESEARCH CAPITAL LLC (TRC)----152-100.00%-Jun 30, 2024

Huadi Group's largest sold out institutional shareholder by shares sold is TOWER RESEARCH CAPITAL LLC (TRC), sold -0.15K shares, valued at -, as of undefined.

Huadi Group Mutual Fund Holders

Name% Total AssetsTotal SharesChange AmountChange %Date
INVESCO EXCHANGE-TRADED FUND TRUST0.00%13,204--Jan 31, 2024

Huadi Group's largest mutual fund holder by % of total assets is "INVESCO EXCHANGE-TRADED FUND TRUST", owning 13.20K shares, compromising 0.00% of its total assets.

Huadi Group Institutional Ownership Trends

Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24620.00%
31 Dec, 235-16.67%
30 Sep, 236-
30 Jun, 236-53.85%
31 Mar, 231330.00%
31 Dec, 2210100.00%
30 Sep, 225-16.67%
30 Jun, 22620.00%
31 Mar, 225-50.00%
31 Dec, 2110233.33%
30 Sep, 213-
30 Jun, 213-25.00%
31 Mar, 214-

As of 31 Mar 24, 6 institutions are holding Huadi Group's shares, representing an increase of 20.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2428,58430.98%
31 Dec, 2321,824-7.11%
30 Sep, 2323,494-31.14%
30 Jun, 2334,118-92.03%
31 Mar, 23428,336-8.73%
31 Dec, 22469,2881304.93%
30 Sep, 2233,403-7.57%
30 Jun, 2236,1383.01%
31 Mar, 2235,082-47.29%
31 Dec, 2166,561257.24%
30 Sep, 2118,632-34.93%
30 Jun, 2128,634-14.53%
31 Mar, 2133,502-

Huadi Group (HUDI) has 28.58K shares outstanding as of 31 Mar 24, up 30.98% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 240.20%841.13%
31 Dec, 230.15%488.30%
30 Sep, 230.18%266.69%
30 Jun, 230.26%2.46%
31 Mar, 233.24%25.70%
31 Dec, 223.55%5557.48%
30 Sep, 220.25%337.95%
30 Jun, 220.27%326.22%
31 Mar, 220.29%95.94%
31 Dec, 210.55%2322.76%
30 Sep, 210.15%275.37%
30 Jun, 210.24%309.11%
31 Mar, 210.28%-

As of 31 Mar 24, Huadi Group is held by 0.20% institutional shareholders, representing a 841.13% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 244100.00%
31 Dec, 232-60.00%
30 Sep, 235150.00%
30 Jun, 232-77.78%
31 Mar, 23912.50%
31 Dec, 228700.00%
30 Sep, 221-50.00%
30 Jun, 222-50.00%
31 Mar, 224-55.56%
31 Dec, 219350.00%
30 Sep, 212-
30 Jun, 212-50.00%
31 Mar, 214-

4 institutional shareholders have increased their position in HUDI stock as of 31 Mar 24 compared to 2 in the previous quarter (a 100.00% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 24--100.00%
31 Dec, 232-
30 Sep, 23--100.00%
30 Jun, 232-
31 Mar, 232100.00%
31 Dec, 221-75.00%
30 Sep, 22433.33%
30 Jun, 223-
31 Mar, 22--100.00%
31 Dec, 211-
30 Sep, 211-
30 Jun, 21--
31 Mar, 21--

- institutional shareholders have reduced their position in HUDI stock as of 31 Mar 24 compared to 2 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24620.00%28,58430.98%0.20%841.13%4100.00%--100.00%
31 Dec, 235-16.67%21,824-7.11%0.15%488.30%2-60.00%2-
30 Sep, 236-23,494-31.14%0.18%266.69%5150.00%--100.00%
30 Jun, 236-53.85%34,118-92.03%0.26%2.46%2-77.78%2-
31 Mar, 231330.00%428,336-8.73%3.24%25.70%912.50%2100.00%
31 Dec, 2210100.00%469,2881304.93%3.55%5557.48%8700.00%1-75.00%
30 Sep, 225-16.67%33,403-7.57%0.25%337.95%1-50.00%433.33%
30 Jun, 22620.00%36,1383.01%0.27%326.22%2-50.00%3-
31 Mar, 225-50.00%35,082-47.29%0.29%95.94%4-55.56%--100.00%
31 Dec, 2110233.33%66,561257.24%0.55%2322.76%9350.00%1-
30 Sep, 213-18,632-34.93%0.15%275.37%2-1-
30 Jun, 213-25.00%28,634-14.53%0.24%309.11%2-50.00%--
31 Mar, 214-33,502-0.28%-4---

Huadi Group Peer Ownership

TickerCompany
TMSTMetallus Inc.
NUENucor Corporation
ZEUSOlympic Steel, Inc.
PKXPOSCO Holdings Inc.
GGBGerdau S.A.
TXTernium S.A.
SCHNSchnitzer Steel Industries, Inc.
CMCCommercial Metals Company
STLDSteel Dynamics, Inc.

HUDI Ownership FAQ

Huadi Group is owned by institutional shareholders (0.20%), insiders (70.28%), and public (29.51%). The largest institutional shareholder of Huadi Group is BANK OF MONTREAL /CAN/ (0.18% of total shares) and the top mutual fund owner is INVESCO EXCHANGE-TRADED FUND TRUST (0.00% of total shares).

Huadi Group's major institutional shareholders are BANK OF MONTREAL /CAN/, WEALTHCOLLAB, LLC, MORGAN STANLEY, UBS GROUP AG, and QUBE RESEARCH & TECHNOLOGIES LTD. The top five shareholders own together 0.21% of the company's share outstanding.

As of Mar 2024, there are 6 institutional shareholders of Huadi Group.

BANK OF MONTREAL /CAN/ owns 26K shares of Huadi Group, representing 0.18% of the company's total shares outstanding, valued at $71.76K (as of Jun 2024).

As of Jun 2024, WEALTHCOLLAB, LLC holds 2.37K shares of Huadi Group (HUDI), compromising 0.02% of the company, valued at $5.52K.

MORGAN STANLEY is the third largest holder of Huadi Group. The company owns 577 of the company's shares outstanding (worth $1.34K).