HGTY Hagerty, Inc.

NYSE
$13.93

Hagerty, Inc. (HGTY) Institutional Ownership

What the institutions did with HGTY 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.

Managers compared
1
filed both this quarter and last
Managers holding
1
+0 on the quarter
Buyers
0
0 opened new
Sellers
1
0 sold out entirely
Buyer share
0.0%
of managers who traded it
Breadth
-100.0
net buyers, as a share of those trading

Only 1 managers reported a position this quarter, so the percentages above describe a very small sample.

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Largest holders

Manager Shares % of reported
CONFLUENCE INVESTMENT MANAGEMENT LLC 101.8K 100.0%

Largest changes

Manager Action Previous Current Change
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced 132.1K 101.8K -30.3K

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.