| 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% | $22,791,105 | -$8,682,220 | 5,655,361 | -28% | Kayne Anderson Rudnick Investment Management, LLC | 30 Jun 2025 |
As of 30 Sep 2025, 128 institutional investors reported holding 69,845,267 shares of Holley Inc. - Common Stock (HLLY). This represents 58% 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 | 8.8% | 10,589,753 | -0.23% | 0.05% | $32,934,132 |
| Boston Partners | 6.3% | 7,652,545 | +59% | 0.02% | $24,028,236 |
| WASATCH ADVISORS LP | 5% | 5,975,252 | 0.1% | $18,762,291 | |
| Blue Owl Capital Holdings LP | 4% | 4,862,361 | +18% | 4.7% | $15,267,814 |
| BlackRock, Inc. | 3.1% | 3,774,656 | +4.8% | 0% | $11,852,419 |
| VANGUARD GROUP INC | 3% | 3,677,058 | +3.1% | 0% | $11,545,962 |
| BAMCO INC /NY/ | 2.7% | 3,250,000 | 0% | 0.03% | $10,205,000 |
| CLEARLAKE CAPITAL GROUP, L.P. | 2.3% | 2,750,000 | 0% | 0.81% | $8,635,000 |
| ADVISORY RESEARCH INC | 1.9% | 2,250,000 | 0.93% | $7,065,000 | |
| BANK OF AMERICA CORP /DE/ | 1.8% | 2,156,742 | +44% | 0% | $6,772,170 |
| DIMENSIONAL FUND ADVISORS LP | 1.5% | 1,789,203 | +12% | 0% | $5,619,346 |
| Russell Investments Group, Ltd. | 1.5% | 1,749,853 | +63% | 0.01% | $5,494,533 |
| FRANKLIN RESOURCES INC | 1.2% | 1,440,589 | +15% | 0% | $4,523,450 |
| Skylands Capital, LLC | 1.1% | 1,349,450 | -0.11% | 0.59% | $4,237,273 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 1,321,004 | +0.05% | 0% | $4,148,780 |
| CITADEL ADVISORS LLC | 0.96% | 1,157,051 | +3088% | 0% | $3,633,140 |
| STATE STREET CORP | 0.94% | 1,137,746 | +3.7% | 0% | $3,572,522 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.91% | 1,093,927 | 0% | $3,434,931 | |
| Roubaix Capital, LLC | 0.64% | 774,304 | 1.1% | $2,431,315 | |
| MORGAN STANLEY | 0.59% | 711,935 | +110% | 0% | $2,235,476 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.58% | 697,021 | +22% | 0.05% | $2,188,646 |
| JANE STREET GROUP, LLC | 0.47% | 563,538 | +489% | 0% | $1,769,509 |
| Mink Brook Asset Management LLC | 0.46% | 551,738 | 0% | 1.2% | $1,732,457 |
| RENAISSANCE TECHNOLOGIES LLC | 0.43% | 512,920 | +129% | 0% | $1,610,569 |
| First Eagle Investment Management, LLC | 0.4% | 485,297 | +2.1% | 0% | $1,523,833 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 9,789,777 | $40,528,591 | -$3,484,586 | $4.13 | 8 |
| 2025 Q3 | 69,845,267 | $218,990,415 | +$48,199,970 | $3.14 | 128 |
| 2025 Q2 | 56,941,792 | $114,959,477 | +$1,546,635 | $2.00 | 115 |
| 2025 Q1 | 56,110,089 | $144,206,205 | +$3,981,132 | $2.57 | 118 |
| 2024 Q4 | 54,230,291 | $163,673,848 | +$8,074,349 | $3.02 | 123 |
| 2024 Q3 | 50,974,661 | $150,578,268 | -$165,137 | $2.95 | 129 |
| 2024 Q2 | 51,690,509 | $185,056,497 | +$15,074,412 | $3.58 | 121 |
| 2024 Q1 | 47,352,219 | $211,198,269 | +$416,773 | $4.46 | 118 |
| 2023 Q4 | 92,728 | $451,586 | -$154,126 | $4.87 | 2 |
| 2023 Q3 | 47,803,586 | $238,526,229 | +$26,823,306 | $4.99 | 117 |
| 2023 Q2 | 42,332,157 | $173,139,457 | +$11,626,227 | $4.09 | 87 |
| 2023 Q1 | 39,791,642 | $109,026,406 | -$3,218,230 | $2.74 | 97 |
| 2022 Q4 | 41,684,019 | $88,365,439 | -$16,486,120 | $2.12 | 103 |
| 2022 Q3 | 47,922,832 | $194,082,387 | -$63,316,919 | $4.05 | 99 |
| 2022 Q2 | 50,222,080 | $527,328,146 | +$120,978,472 | $10.50 | 96 |
| 2022 Q1 | 38,187,326 | $531,175,494 | +$67,273,748 | $13.91 | 73 |
| 2021 Q4 | 33,310,410 | $432,568,000 | -$22,576,505 | $12.99 | 64 |
| 2021 Q3 | 32,784,536 | $391,448,000 | +$381,657,245 | $11.94 | 50 |
| 2021 Q2 | 819,823 | $8,207,000 | +$8,206,980 | $10.02 | 2 |