HAPI Institutional Ownership & Shareholders
HARBOR HUMAN CAPITAL FACTOR (HAPI) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $476.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
State Of Wisconsin Investment Board is currently the largest disclosed institutional shareholder of HAPI tracked by InsiderSet, reporting ownership valued at approximately $438.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $445.98M, representing an estimated gain of +1.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed HAPI value among the investors covered in this analysis. Major shareholders include State Of Wisconsin Investment Board, California State Teachers Retirement System, Archford Capital Strategies, Llc, and several other long-term asset managers with concentrated positions in HARBOR HUMAN CAPITAL FACTOR (HAPI).
This page ranks the largest institutional HAPI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$476.18M
Largest Holder
State Of Wisconsin Investment Board
Largest Position
$438.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| State Of Wisconsin Investment Board | 0.88% | 9,871,200 | $438,164,800 | $445,980,816 | +$7,816,016 | +1.78% | |
| California State Teachers Retirement System | 0.01% | 262,000 | $11,629,708 | $11,837,160 | +$207,452 | +1.78% | |
| Archford Capital Strategies, Llc | 0.80% | 175,357 | $8,031,366 | $7,922,629 | -$108,737 | -1.35% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 113,505 | $5,038,283 | $5,128,156 | +$89,873 | +1.78% | |
| Lpl Financial Llc | 0.00% | 105,683 | $4,691,077 | $4,774,758 | +$83,681 | +1.78% | |
| Proactive Wealth Strategies Llc | 0.42% | 58,824 | $2,611,088 | $2,657,668 | +$46,580 | +1.78% | |
| Raymond James Financial Inc | 0.00% | 41,371 | $1,836,384 | $1,869,142 | +$32,758 | +1.78% | |
| Morgan Stanley | 0.00% | 24,689 | $1,095,900 | $1,115,449 | +$19,549 | +1.78% | |
| Citadel Advisors Llc | 0.00% | 19,850 | $881,106 | $896,823 | +$15,717 | +1.78% | |
| Susquehanna International Group, Llp | 0.00% | 16,483 | $731,651 | $744,702 | +$13,051 | +1.78% | |
| Cetera Investment Advisers | 0.00% | 11,676 | $518,277 | $527,522 | +$9,245 | +1.78% | |
| Mml Investors Services, Llc | 0.00% | 8,011 | $355,594 | $361,937 | +$6,343 | +1.78% | |
| Jane Street Group, Llc | 0.00% | 6,143 | $272,677 | $277,541 | +$4,864 | +1.78% | |
| Mor Wealth Management, Llc | 0.08% | 4,706 | $208,891 | $212,617 | +$3,726 | +1.78% | |
| Private Trust Co Na | 0.01% | 2,400 | $109,920 | $108,432 | -$1,488 | -1.35% | |
| Ubs Group Ag | 0.00% | 48 | $2,131 | $2,169 | +$38 | +1.77% |
Frequently asked questions about HAPI
Who are the largest institutional holders of HAPI?
The largest institutional holders of HAPI reported in the latest SEC Form 13F filings include State Of Wisconsin Investment Board, California State Teachers Retirement System, Archford Capital Strategies, Llc, Steward Partners Investment Advisory, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported HAPI position.
What is HAPI institutional ownership?
This page tracks HAPI positions reported by institutional investment managers through SEC Form 13F. HARBOR HUMAN CAPITAL FACTOR (HAPI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HAPI?
InsiderSet currently tracks 16 institutional managers reporting HAPI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HAPI shareholders.
How much HAPI stock do institutions own?
Institutional investment managers disclosed approximately $476.18M in HAPI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HAPI institutional ownership last updated?
The latest HAPI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HAPI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HAPI position after the reporting date.
Are institutions buying or selling HAPI?
Institutional buying and selling can be analyzed by comparing HAPI positions across consecutive 13F reporting periods. InsiderSet's HAPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HAPI ownership changes.
How has HAPI institutional ownership changed over time?
InsiderSet tracks HAPI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.