HCA
HI

Horan Capital Advisors’s Hillenbrand HI Stock Holding History

Horan Capital Advisors’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
Q1 		$504K Hold
20,883
– – 0.17% 73
2024
Q4 		$643K Hold
20,883
– – 0.22% 65
2024
Q3 		$581K Hold
20,883
– – 0.19% 73
2024
Q2 		$836K Sell
20,883
-803
-4% -$36.2K 0.29% 59
2024
Q1 		$1.09M Hold
21,686
– – 0.39% 58
2023
Q4 		$1.04M Hold
21,686
– – 0.38% 58
2023
Q3 		$918K Hold
21,686
– – 0.37% 58
2023
Q2 		$1.11M Buy
+21,686
New +$1.04M 0.43% 56

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 Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horan Capital Advisors's HI Position: Q1 2025 in Review

Horan Capital Advisors held its Hillenbrand (HI) position steady in Q1 2025 at 20,883 shares worth $504K. The position accounts for 0.17% of the portfolio, ranked #73.

Horan Capital Advisors first reported a position in HI in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.11M in Q2 2023. 265 funds tracked by Wall St. Rank hold HI as of Q1 2025.

  • Horan Capital Advisors held 20,883 shares of Hillenbrand worth $504K as of Q1 2025.
  • Horan Capital Advisors left its Hillenbrand share count unchanged in Q1 2025.
  • Hillenbrand made up 0.17% of Horan Capital Advisors's portfolio in Q1 2025, its #73 holding.
  • Horan Capital Advisors first reported a position in Hillenbrand in Q2 2023 and has held it in 8 quarters since.
  • Horan Capital Advisors's Hillenbrand position peaked at $1.11M in Q2 2023.
  • 265 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.