HBNC Horizon Bancorp
Horizon Bancorp (HBNC) Institutional Ownership
What the institutions did with HBNC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 1.3M | 29.0% |
| DIMENSIONAL FUND ADVISORS LP | 1.3M | 27.7% |
| Russell Investments Group, Ltd. | 305.6K | 6.6% |
| Bank of New York Mellon Corp | 292.5K | 6.3% |
| Harbour Trust & Investment Management Co | 153.9K | 3.3% |
| Creative Planning | 149.8K | 3.2% |
| DEPRINCE RACE & ZOLLO INC | 111.5K | 2.4% |
| BARCLAYS PLC | 97.0K | 2.1% |
| Y-Intercept (Hong Kong) Ltd | 75.7K | 1.6% |
| MACKENZIE FINANCIAL CORP | 69.0K | 1.5% |
| SAPIENT CAPITAL LLC | 60.1K | 1.3% |
| State of New Jersey Common Pension Fund D | 59.9K | 1.3% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 55.9K | 1.2% |
| CITIGROUP INC | 49.5K | 1.1% |
| DEUTSCHE BANK AG\ | 49.0K | 1.1% |
| Blue Trust, Inc. | 39.1K | 0.8% |
| Indiana Trust & Investment Management Co | 38.7K | 0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38.7K | 0.8% |
| HANTZ FINANCIAL SERVICES, INC. | 34.5K | 0.7% |
| Inspire Investing, LLC | 33.8K | 0.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | 32.6K | 0.7% |
| Thrivent Financial for Lutherans | 30.6K | 0.7% |
| LPL Financial LLC | 21.4K | 0.5% |
| Squarepoint Ops LLC | 19.6K | 0.4% |
| FIFTH THIRD BANCORP | 17.3K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.6M | 1.3M | -291.7K |
| State of New Jersey Common Pension Fund D | New | 0 | 59.9K | +59.9K |
| MACKENZIE FINANCIAL CORP | Increased | 22.6K | 69.0K | +46.4K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | Sold Out | 35.9K | 0 | -35.9K |
| B.O.S.S. Retirement Advisors, LLC | Sold Out | 31.3K | 0 | -31.3K |
| Russell Investments Group, Ltd. | Reduced | 336.2K | 305.6K | -30.6K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Sold Out | 27.7K | 0 | -27.7K |
| Squarepoint Ops LLC | New | 0 | 19.6K | +19.6K |
| Y-Intercept (Hong Kong) Ltd | Increased | 56.8K | 75.7K | +18.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 20.9K | 38.7K | +17.7K |
| Harbour Trust & Investment Management Co | Reduced | 170.7K | 153.9K | -16.9K |
| Counterpoint Mutual Funds LLC | Sold Out | 16.7K | 0 | -16.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | Sold Out | 11.3K | 0 | -11.3K |
| Arete Wealth Advisors, LLC | Sold Out | 10.7K | 0 | -10.7K |
| INTECH INVESTMENT MANAGEMENT LLC | Sold Out | 10.7K | 0 | -10.7K |
| SENTINEL TRUST CO LBA | New | 0 | 10.4K | +10.4K |
| R Squared Ltd | New | 0 | 10.4K | +10.4K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Increased | 46.0K | 55.9K | +10.0K |
| Creative Planning | Increased | 140.1K | 149.8K | +9.8K |
| Pathway Financial Advisers, LLC | New | 0 | 7.3K | +7.3K |
| DEPRINCE RACE & ZOLLO INC | Reduced | 117.9K | 111.5K | -6.4K |
| HARBOUR INVESTMENTS, INC. | Sold Out | 6.4K | 0 | -6.4K |
| CITIGROUP INC | Reduced | 55.9K | 49.5K | -6.4K |
| HANTZ FINANCIAL SERVICES, INC. | Increased | 28.1K | 34.5K | +6.3K |
| Larson Financial Group LLC | Increased | 807 | 6.8K | +6.0K |
| Thrivent Financial for Lutherans | Reduced | 34.2K | 30.6K | -3.5K |
| SAPIENT CAPITAL LLC | Reduced | 63.4K | 60.1K | -3.3K |
| Bank of New York Mellon Corp | Increased | 289.5K | 292.5K | +3.0K |
| FIFTH THIRD BANCORP | Increased | 14.6K | 17.3K | +2.7K |
| DEUTSCHE BANK AG\ | Reduced | 50.8K | 49.0K | -1.8K |
| State of Alaska, Department of Revenue | Sold Out | 1.8K | 0 | -1.8K |
| Rossby Financial, LCC | New | 0 | 1.7K | +1.7K |
| KEYBANK NATIONAL ASSOCIATION/OH | Increased | 30.9K | 32.6K | +1.7K |
| BARCLAYS PLC | Reduced | 98.5K | 97.0K | -1.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.3M | 1.3M | -1.5K |
| Capital Asset Advisory Services LLC | Reduced | 11.3K | 10.2K | -1.1K |
| PNC Financial Services Group, Inc. | Increased | 6.1K | 7.3K | +1.1K |
| Fortitude Family Office, LLC | New | 0 | 756 | +756 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | New | 0 | 443 | +443 |
| SJS Investment Consulting Inc. | Increased | 66 | 465 | +399 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 14.1K | 14.5K | +320 |
| Farther Finance Advisors, LLC | Increased | 524 | 782 | +258 |
| SIGNATUREFD, LLC | Increased | 3.3K | 3.6K | +254 |
| Allworth Financial LP | Increased | 1.6K | 1.8K | +249 |
| Inspire Investing, LLC | Reduced | 34.0K | 33.8K | -219 |
| GAMMA Investing LLC | Increased | 602 | 805 | +203 |
| US BANCORP \DE\ | Increased | 1.9K | 2.1K | +193 |
| Parkside Financial Bank & Trust | New | 0 | 134 | +134 |
| BESSEMER GROUP INC | Sold Out | 105 | 0 | -105 |
| Root Financial Partners, LLC | New | 0 | 89 | +89 |
| CX Institutional | Increased | 8.4K | 8.5K | +66 |
| Ascentis Wealth Management, LLC | New | 0 | 56 | +56 |
| Parallel Advisors, LLC | Increased | 4.5K | 4.6K | +54 |
| Stone House Investment Management, LLC | Sold Out | 50 | 0 | -50 |
| LPL Financial LLC | Reduced | 21.4K | 21.4K | -50 |
| Physician Wealth Advisors, Inc. | Increased | 250 | 288 | +38 |
| Sterling Capital Management LLC | Reduced | 1.0K | 999 | -35 |
| Silver Grove Financial Group, Inc. | Reduced | 157 | 152 | -5 |
| Clearstead Advisors, LLC | Reduced | 34 | 30 | -4 |
| ASSETMARK, INC | New | 0 | 4 | +4 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.