| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| LOBEL DAVID S | 20% | -7.7% | $99,358,981 | -$8,463,000 | 24,654,834 | -7.8% | David S. Lobel | 18 Sep 2025 |
| Boston Partners | 5.2% | -18% | $26,095,306 | -$5,457,630 | 6,318,476 | -17% | Boston Partners | 31 Dec 2025 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.7% | -26% | $11,876,258 | -$4,524,234 | 5,655,361 | -28% | Kayne Anderson Rudnick Investment Management, LLC | 30 Jun 2025 |
As of 31 Dec 2025, 138 institutional investors reported holding 71,031,445 shares of Holley Inc. - Common Stock (HLLY). This represents 59% of the company’s total 120,581,603 outstanding shares.
The largest institutional shareholders of Holley Inc. - Common Stock (HLLY) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 8% | 9,701,572 | -8.4% | 0.07% | $40,164,508 |
| Boston Partners | 5.2% | 6,328,724 | -17% | 0.03% | $26,138,147 |
| BlackRock, Inc. | 4% | 4,881,896 | +29% | 0% | $20,162,232 |
| VANGUARD GROUP INC | 3.5% | 4,264,383 | +16% | 0% | $17,611,901 |
| Blue Owl Capital Holdings LP | 3.4% | 4,146,636 | -15% | 5.3% | $17,125,607 |
| WASATCH ADVISORS LP | 3.1% | 3,679,512 | -38% | 0.09% | $15,196,385 |
| BAMCO INC /NY/ | 2.7% | 3,250,000 | 0% | 0.04% | $13,422,500 |
| CLEARLAKE CAPITAL GROUP, L.P. | 2.3% | 2,750,000 | 0% | 1.1% | $11,357,500 |
| BANK OF AMERICA CORP /DE/ | 1.7% | 2,013,822 | -6.6% | 0% | $8,317,085 |
| DIMENSIONAL FUND ADVISORS LP | 1.6% | 1,951,343 | +9.1% | 0% | $8,060,573 |
| ADVISORY RESEARCH INC | 1.6% | 1,930,756 | -14% | 1% | $7,974,022 |
| Hillsdale Investment Management Inc. | 1.6% | 1,910,561 | +76322% | 0.22% | $7,890,617 |
| FRANKLIN RESOURCES INC | 1.4% | 1,705,834 | +18% | 0% | $7,045,095 |
| Russell Investments Group, Ltd. | 1.4% | 1,673,568 | -4.4% | 0.01% | $6,911,831 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.3% | 1,561,911 | +43% | 0% | $6,450,692 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3% | 1,518,974 | +15% | 0% | $6,274,397 |
| MORGAN STANLEY | 1.1% | 1,311,520 | +84% | 0% | $5,416,578 |
| MARSHALL WACE, LLP | 1.1% | 1,291,490 | +191% | 0.01% | $5,333,854 |
| STATE STREET CORP | 0.95% | 1,141,534 | +0.33% | 0% | $4,714,535 |
| RENAISSANCE TECHNOLOGIES LLC | 0.91% | 1,098,283 | +114% | 0.01% | $4,535,909 |
| Skylands Capital, LLC | 0.86% | 1,035,800 | -23% | 0.58% | $4,277,854 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.76% | 913,229 | +31% | 0.08% | $3,771,636 |
| MILLENNIUM MANAGEMENT LLC | 0.65% | 787,867 | +220% | 0% | $3,253,891 |
| TWO SIGMA INVESTMENTS, LP | 0.61% | 733,784 | +131% | 0% | $3,030,528 |
| Nuveen, LLC | 0.47% | 564,381 | +196% | 0% | $2,330,894 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 71,031,445 | $293,249,249 | +$6,495,165 | $4.13 | 138 |
| 2025 Q3 | 69,845,267 | $218,990,415 | +$48,199,970 | $3.14 | 128 |
| 2025 Q2 | 56,941,792 | $114,959,477 | +$1,546,559 | $2.00 | 115 |
| 2025 Q1 | 56,110,089 | $144,206,049 | +$3,981,124 | $2.57 | 118 |
| 2024 Q4 | 54,230,291 | $163,673,394 | +$8,074,265 | $3.02 | 123 |
| 2024 Q3 | 50,974,661 | $150,578,081 | -$165,135 | $2.95 | 128 |
| 2024 Q2 | 51,690,509 | $185,056,890 | +$15,074,408 | $3.58 | 120 |
| 2024 Q1 | 47,352,219 | $211,197,818 | +$1,162,689 | $4.46 | 117 |
| 2023 Q4 | 47,062,345 | $229,195,585 | -$3,474,401 | $4.87 | 114 |
| 2023 Q3 | 47,803,586 | $238,526,686 | +$26,823,301 | $4.99 | 117 |
| 2023 Q2 | 42,346,471 | $173,178,287 | +$11,626,224 | $4.09 | 88 |
| 2023 Q1 | 39,791,642 | $109,026,129 | -$3,215,406 | $2.74 | 97 |
| 2022 Q4 | 41,743,894 | $88,492,233 | -$16,839,538 | $2.12 | 104 |
| 2022 Q3 | 48,059,824 | $194,637,708 | -$62,549,662 | $4.05 | 103 |
| 2022 Q2 | 50,223,921 | $527,348,146 | +$120,992,446 | $10.50 | 95 |
| 2022 Q1 | 38,187,326 | $531,175,494 | +$67,032,044 | $13.91 | 73 |
| 2021 Q4 | 33,320,015 | $432,693,000 | -$22,432,882 | $12.99 | 65 |
| 2021 Q3 | 32,784,404 | $391,446,000 | +$381,654,844 | $11.94 | 49 |
| 2021 Q2 | 819,823 | $8,207,000 | +$8,207,000 | $10.02 | 2 |