Bell Investment Advisors, Inc
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 1890149
ORINDA, CA
Position in HLT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$42,959
+$4,037 QoQ
Shares Held
130
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,087
of 1,283 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Bell Investment Advisors, Inc holds $102,662 across 7 Lodging names. HLT ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
139 | $51,512 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
130 | $42,959 | |
| 3 | H |
Hyatt Hotels Corp
|
17 | $3,295 | |
| 4 | HTHT |
H World Group Ltd
|
67 | $2,795 | |
| 5 | ATAT |
Atour Lifestyle Holdings Ltd
|
27 | $858 | |
| 6 | IHG |
Intercontinental Hotels Group PLC /New/
|
4 | $692 | |
| 7 | CHH |
Choice Hotels International Inc /De
|
5 | $551 |
All Filings in HLT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,959 | 130 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $38,922 | 128 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $36,193 | 126 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $23,090 | 89 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $29,830 | 112 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $25,485 | 112 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $27,187 | 110 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $26,507 | 115 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $25,093 | 115 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $24,530 | 115 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $21,486 | 118 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,875 | 139 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $21,104 | 145 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $16,059 | 114 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,899 | 110 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,408 | 78 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,023 | 72 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $15,754 | 101 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,343 | 101 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||