LPL Financial
HNI icon

LPL Financial’s HNI Corp HNI Stock Holding History

LPL Financial’s Portfolio HNI Stock Details HNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$260K Sell
7,776
-8,789
-53% -$389K ﹤0.01% 5300
2025
Q4 		$696K Buy
16,565
+731
+5% +$30.9K ﹤0.01% 4414
2025
Q3 		$742K Sell
15,834
-806
-5% -$38.2K ﹤0.01% 4294
2025
Q2 		$818K Sell
16,640
-28
-0.2% -$1.27K ﹤0.01% 3930
2025
Q1 		$739K Sell
16,668
-22,692
-58% -$1.07M ﹤0.01% 3802
2024
Q4 		$1.98M Buy
39,360
+2,192
+6% +$118K ﹤0.01% 2865
2024
Q3 		$2M Sell
37,168
-2,282
-6% -$116K ﹤0.01% 2740
2024
Q2 		$1.78M Buy
39,450
+1,207
+3% +$53.3K ﹤0.01% 2709
2024
Q1 		$1.73M Buy
38,243
+6,831
+22% +$290K ﹤0.01% 2661
2023
Q4 		$1.31M Buy
31,412
+21,998
+234% +$838K ﹤0.01% 2807
2023
Q3 		$326K Buy
9,414
+774
+9% +$23.8K ﹤0.01% 3841
2023
Q2 		$243K Buy
8,640
+1,056
+14% +$28.1K ﹤0.01% 4010
2023
Q1 		$211K Buy
+7,584
New +$225K ﹤0.01% 4004
2013
Q3 		– Sell
-6,165
Closed -$222K – 2558
2013
Q2 		$222K Buy
+6,165
New +$216K ﹤0.01% 2126

Other funds holding HNI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return