PCM
HI

Palisade Capital Management’s Hillenbrand HI Stock Holding History

Palisade Capital Management’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
-524,297
Closed -$14.2M – 389
2025
Q3 		$14.2M Buy
524,297
+96,175
+22% +$2.26M 0.39% 91
2025
Q2 		$8.59M Sell
428,122
-11,355
-3% -$236K 0.24% 114
2025
Q1 		$10.6M Buy
439,477
+98,175
+29% +$2.99M 0.3% 107
2024
Q4 		$10.5M Sell
341,302
-7,890
-2% -$238K 0.28% 108
2024
Q3 		$9.71M Sell
349,192
-22,153
-6% -$779K 0.26% 115
2024
Q2 		$14.9M Sell
371,345
-6,475
-2% -$292K 0.4% 86
2024
Q1 		$19M Buy
377,820
+6,432
+2% +$302K 0.5% 74
2023
Q4 		$17.8M Sell
371,388
-39,804
-10% -$1.63M 0.47% 77
2023
Q3 		$17.4M Buy
411,192
+188,944
+85% +$8.99M 0.49% 73
2023
Q2 		$11.4M Buy
222,248
+10,978
+5% +$528K 0.3% 104
2023
Q1 		$10M Buy
+211,270
New +$9.7M 0.27% 114

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 $139B AUM 29.06% 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

Palisade Capital Management's HI Position: Q4 2025 in Review

Palisade Capital Management sold out of Hillenbrand (HI) in Q4 2025, closing a stake of 524,297 shares — an estimated $14.2M sold.

Palisade Capital Management first reported a position in HI in Q1 2023 and held it in 11 quarters. The position peaked at $19M in Q1 2024. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

  • Palisade Capital Management reported no remaining Hillenbrand position as of Q4 2025 after selling out during the quarter.
  • Palisade Capital Management sold 524,297 Hillenbrand shares in Q4 2025, an estimated $14.2M.
  • Palisade Capital Management first reported a position in Hillenbrand in Q1 2023 and held it in 11 quarters.
  • Palisade Capital Management's Hillenbrand position peaked at $19M in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on Palisade Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.