AR
HI

Advisory Research’s Hillenbrand HI Stock Holding History

Advisory Research’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-37,868
Closed -$1.02M – 151
2025
Q3 		$1.02M Buy
37,868
+3,651
+11% +$85.7K 0.13% 107
2025
Q2 		$687K Buy
34,217
+14,423
+73% +$300K 0.11% 117
2025
Q1 		$478K Buy
19,794
+55
+0.3% +$1.67K 0.08% 132
2024
Q4 		$608K Buy
19,739
+12,001
+155% +$363K 0.1% 127
2024
Q3 		$215K Sell
7,738
-252
-3% -$8.86K 0.04% 150
2024
Q2 		$320K Buy
7,990
+524
+7% +$23.6K 0.06% 145
2024
Q1 		$375K Sell
7,466
-64
-0.8% -$3K 0.07% 138
2023
Q4 		$360K Sell
7,530
-803
-10% -$32.9K 0.06% 275
2023
Q3 		$353K Sell
8,333
-320
-4% -$15.2K 0.05% 342
2023
Q2 		$444K Buy
+8,653
New +$416K 0.06% 304
2022
Q1 		– Sell
-29,213
Closed -$1.52M – 415
2021
Q4 		$1.52M Buy
+29,213
New +$1.4M 0.12% 152

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Advisory Research's HI Position: Q4 2025 in Review

Advisory Research sold out of Hillenbrand (HI) in Q4 2025, closing a stake of 37,868 shares — an estimated $1.02M sold.

Advisory Research first reported a position in HI in Q4 2021 and held it in 11 quarters. The position peaked at $1.52M in Q4 2021. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

  • Advisory Research reported no remaining Hillenbrand position as of Q4 2025 after selling out during the quarter.
  • Advisory Research sold 37,868 Hillenbrand shares in Q4 2025, an estimated $1.02M.
  • Advisory Research first reported a position in Hillenbrand in Q4 2021 and held it in 11 quarters.
  • Advisory Research's Hillenbrand position peaked at $1.52M in Q4 2021.
  • 293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on Advisory Research's 13F filing for Q4 2025, filed 13 Feb 2026.