Who owns Hagerty, Inc.?
Institutional ownership of HGTY from SEC Form 13F filings across 87 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
87
13F holders
$211.8M
value, 2026 filers
5.2%
of shares outstanding (17.8M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HGTY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | NEUBERGER BERMAN GROUP LLC | 9.5M | $113.6M | 0.1% | 2.8% | +9.3% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $23.0M | 0.0% | 0.6% | -48.4% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.7M | $19.7M | 0.0% | 0.5% | +1.2% |
| 4 | BlackRock, Inc. | 718,484 | $8.6M | 0.0% | 0.2% | +4.1% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 446,889 | $5.3M | 0.0% | 0.1% | +6.7% |
| 6 | FIRST TRUST ADVISORS LPNEW | 335,852 | $4.0M | 0.0% | 0.1% | new |
| 7 | MORGAN STANLEY | 307,146 | $3.7M | 0.0% | 0.1% | +3.4% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 238,881 | $2.8M | 0.0% | 0.1% | +1.7% |
| 9 | BROWN ADVISORY INC | 218,000 | $2.6M | 0.0% | 0.1% | +100.0% |
| 10 | Sixth Street Partners Management Company, L.P.NEW | 213,947 | $2.6M | 0.4% | 0.1% | new |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 213,947 | $2.6M | 0.0% | 0.1% | -1.6% |
| 12 | Woodline Partners LP | 212,918 | $2.5M | 0.0% | 0.1% | -59.1% |
| 13 | UBS Group AG | 205,591 | $2.5M | 0.0% | 0.1% | -40.6% |
| 14 | LPL Financial LLC | 152,501 | $1.8M | 0.0% | 0% | +8.0% |
| 15 | RAYMOND JAMES FINANCIAL INC | 136,315 | $1.6M | 0.0% | 0% | +8.2% |
| 16 | NORTHERN TRUST CORP | 109,722 | $1.3M | 0.0% | 0% | +4.1% |
| 17 | TD Asset Management Inc | 100,184 | $1.2M | 0.0% | 0% | 0.0% |
| 18 | OPPENHEIMER & CO INCNEW | 89,417 | $1.1M | 0.0% | 0% | new |
| 19 | Swiss National Bank | 81,060 | $966,235 | 0.0% | 0% | +2.3% |
| 20 | TWO SIGMA INVESTMENTS, LP | 71,610 | $853,591 | 0.0% | 0% | -21.8% |
| 21 | Connor, Clark & Lunn Investment Management Ltd. | 69,127 | $823,994 | 0.0% | 0% | -40.4% |
| 22 | GOLDMAN SACHS GROUP INC | 51,909 | $618,755 | 0.0% | 0% | +54.6% |
| 23 | D. E. Shaw & Co., Inc. | 48,129 | $573,698 | 0.0% | 0% | -44.4% |
| 24 | AMERICAN CENTURY COMPANIES INC | 46,365 | $552,671 | 0.0% | 0% | +50.0% |
| 25 | BANK OF MONTREAL /CAN/ | 46,332 | $552,277 | 0.0% | 0% | +39.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.