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
Q2 		$253K Sell
6,260
-1,516
-19% -$51.6K ﹤0.01% 5587
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

LPL Financial's HNI Position: Q2 2026 in Review

LPL Financial reduced its HNI Corp (HNI) stake by 19% in Q2 2026, selling an estimated $51.6K and leaving 6,260 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #5587.

LPL Financial first reported a position in HNI in Q2 2013 and has held it in 15 quarters since. The position peaked at $2M in Q3 2024. 274 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • LPL Financial held 6,260 shares of HNI Corp worth $253K as of Q2 2026.
  • LPL Financial sold 1,516 HNI Corp shares in Q2 2026, an estimated $51.6K.
  • HNI Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5587 holding.
  • LPL Financial first reported a position in HNI Corp in Q2 2013 and has held it in 15 quarters since.
  • LPL Financial's HNI Corp position peaked at $2M in Q3 2024.
  • 274 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.