← Every company

Funds Holding HNI Corp

Every registered fund lists what it holds each quarter. These are the ones reporting a position in HNI Corp, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of HNI →
Funds holding
90
as of 2026-07-31
Reported value
$574.8M
summed across funds
Fund families
44
named trusts
Largest conviction
1.57%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Nuveen Small Cap Select FundNuveen Investment Funds, Inc.142.8K sh$6.4M1.57%
Hartford Multifactor Small Cap ETFLattice Strategies Trust12.5K sh$564K0.92%
Fidelity Advisor Value FundFidelity Advisor Series I74.4K sh$3.4M0.83%
Fidelity Value FundFidelity Capital Trust1.9M sh$87.5M0.83%
Columbia Small Cap Value Discovery FundCOLUMBIA FUNDS SERIES TRUST I448.1K sh$20.2M0.81%
Harbor Human Capital Factor US Small Cap ETFHarbor ETF Trust27.6K sh$1.2M0.73%
Transamerica Small Cap ValueTRANSAMERICA FUNDS13K sh$585.1K0.52%
Fidelity Series Intrinsic Opportunities FundFidelity Puritan Trust324.7K sh$14.6M0.52%
Fidelity Low-Priced Stock FundFidelity Puritan Trust2.5M sh$111.7M0.45%
Fidelity Low-Priced Stock K6 FundFidelity Puritan Trust451.8K sh$20.3M0.44%
SA Franklin Small Company Value PortfolioSUNAMERICA SERIES TRUST22K sh$991.7K0.33%
Franklin Small Cap Value FundFranklin Value Investors Trust314K sh$14.1M0.33%
Franklin Mutual Small-Mid Cap Value FundFranklin Value Investors Trust16.9K sh$760.8K0.33%
SMALL-CAP VALUE PROFUNDProFunds574 sh$25.8K0.33%
Fidelity Fundamental Small-Mid Cap ETFFidelity Covington Trust96.5K sh$4.3M0.29%
Fidelity Small Cap Growth FundFidelity Securities Fund526.1K sh$23.7M0.27%
Fidelity Small Cap Growth K6 FundFidelity Securities Fund273K sh$12.3M0.27%
Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS34.5K sh$1.6M0.24%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust30.9K sh$1.4M0.24%
Nuveen ESG Small-Cap ETFNuShares ETF Trust65.5K sh$2.9M0.23%
Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I15.6K sh$704K0.21%
Fidelity Stock Selector Small Cap FundFidelity Capital Trust334.9K sh$15.1M0.20%
Fidelity Mid Cap Value K6 FundFidelity Devonshire Trust9.7K sh$434.6K0.18%
Fidelity Mid Cap Value FundFidelity Devonshire Trust96.5K sh$4.3M0.18%
Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust712 sh$32K0.18%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.32.7K sh$1.5M0.17%
SmallCap S&P 600 Index FundPrincipal Funds, Inc51.5K sh$2.3M0.17%
Fidelity Series Small Cap Opportunities FundFidelity Securities Fund181.2K sh$8.2M0.17%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc7.2K sh$326.1K0.17%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST88.1K sh$4M0.17%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust89.6K sh$4M0.15%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC243K sh$10.9M0.14%
BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust2.7K sh$120.2K0.14%
JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust18.5K sh$833.8K0.12%
U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC16K sh$721.3K0.11%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust10.6K sh$478.6K0.11%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds95.8K sh$4.3M0.11%
Global X Russell 2000 ETFGLOBAL X FUNDS34.6K sh$1.6M0.10%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST175.8K sh$7.9M0.10%
Fidelity Small Cap Index FundFidelity Salem Street Trust791.5K sh$35.6M0.10%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST8.1K sh$365K0.10%
U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC369.2K sh$16.6M0.10%
iShares Morningstar Small-Cap Value ETFiShares Trust15K sh$674.1K0.10%
Dimensional U.S. Targeted Value ETFDimensional ETF Trust286.5K sh$12.9M0.09%
Fidelity Small-Mid Multifactor ETFFidelity Covington Trust47.7K sh$2.1M0.09%
Column Small Cap FundTrust for Professional Managers8.9K sh$433.1K0.08%
U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC311.6K sh$14M0.07%
ULTRA SMALL CAP PROFUNDProFunds931 sh$41.9K0.07%
First Trust Small Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund21.6K sh$971.6K0.07%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC298.4K sh$13.4M0.07%
Dimensional US Small Cap Value ETFDimensional ETF Trust115.7K sh$5.2M0.06%
Dimensional U.S. Small Cap ETFDimensional ETF Trust195.7K sh$8.8M0.06%
iShares Morningstar Small-Cap ETFiShares Trust3K sh$136.2K0.05%
Victory Extended Market Index FundVictory Portfolios III8.2K sh$368.6K0.05%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust25.8K sh$1.2M0.04%
Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST22.3K sh$1M0.04%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds12.7K sh$572.6K0.04%
Old Westbury Small & Mid Cap Strategies FundOld Westbury Funds Inc76.1K sh$3.4M0.04%
Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC7K sh$314.8K0.04%
SMALL-CAP PROFUNDProFunds61 sh$2.7K0.03%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC36K sh$1.6M0.03%
Dimensional US Vector Equity ETFDimensional ETF Trust3.5K sh$159.2K0.03%
Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust436 sh$19.6K0.03%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust20.7K sh$931.6K0.02%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust10.6K sh$476.5K0.02%
SmallCap Value Fund IIPrincipal Funds, Inc4.8K sh$216K0.02%
VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS395K sh$17.8M0.01%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust141.2K sh$6.4M0.01%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS283.6K sh$12.8M0.01%
Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust2.1K sh$92.3K0.01%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust38.6K sh$1.7M0.01%
SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST1.9K sh$83.4K0.01%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust5.2K sh$232K0.01%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC82.9K sh$3.7M0.01%
Green Century Equity FundGREEN CENTURY FUNDS1.7K sh$75.9K0.01%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.9K sh$221.3K0.01%
iShares ESG MSCI KLD 400 ETFiShares Trust10.2K sh$457.1K0.01%
Dimensional US Core Equity 1 ETFDimensional ETF Trust6.2K sh$277.4K0.01%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC59.2K sh$2.7M0.01%
Dimensional US Core Equity Market ETFDimensional ETF Trust16.4K sh$737.4K0.01%
E*TRADE No Fee Total Market Index FundE Trade Trust124 sh$5.6K0.01%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III387 sh$17.4K0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust38.1K sh$1.7M0.00%
Nuveen Equity Index FundTIAA-CREF Funds56.6K sh$2.5M0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST40.8K sh$1.8M0.00%
iShares Total U.S. Stock Market Index FundBlackRock Funds4.2K sh$190.7K0.00%
Dimensional U.S. Equity Market ETFDimensional ETF Trust14.6K sh$659.4K0.00%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC5.1K sh$230.3K0.00%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS52K sh$2.3M0.00%
NPF Core Equity ETFElevation Series Trust283 sh$12.7K0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

More on HNI

Related datasets