HTHIY · Hitachi Ltd · Holdings

$36.22 -0.02 (-0.06%) At close · Oct 19

Market Cap

$161.48B

4.46B

Volume · Oct 19 516.74K Avg daily vol (3M) 470.09K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of HTHIY: 13F, 13D and 13G, insiders and funds →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.

Quarter:

Holders: 23

Total Value: $33,880,717

Total Shares: 1,057,688

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 24 13F filers

Top Holder

60.5%

of institutional value

Top 5

94.3%

of institutional value

Top 10

98.8%

of institutional value

HHI

4,261

Highly concentrated

Who Holds HTHIY

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 24 filers, like-for-like change +5.2%; actively managed books +9.4%; index-like books -27.5%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	95.3%	15	+5.2%	1	3
Adviser	0.1%	1	+1040.4%	0	0
Bank	0.3%	1	+46.8%	0	0
Unknown	4.4%	7	+2.0%	1	0

Style	Share	Filers	Change	New	Exited
Index-like	7.8%	3	-27.5%	0	0
Concentrated	1.0%	9	+15.3%	2	1
Diversified active	91.2%	12	+9.3%	0	2
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	73.8%	18	+4.0%	2	2
Medium turnover	24.1%	3	+9.6%	0	0
Unknown	2.1%	3	-0.6%	0	1
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	0.1%	2	-9.5%	0	1
Medium horizon	27.3%	6	+8.8%	0	1
Long horizon	72.5%	14	+3.8%	2	1
Unknown	0.1%	2	+538.9%	0	0
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	31.1%	14	+7.2%	1	2
$1B to $10B	64.1%	8	+4.8%	1	1
$100B or more	4.8%	2	-1.9%	0	0
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	63.3%	8	+9.6%	1	3
Governments and sovereign funds	5.0%	2	-3.2%	0	0
Corporations	0.0%	1	-68.1%	0	0
Other investment advisers	3.3%	2	-45.8%	0	0
Diversified	23.7%	2	+10.1%	0	0
Pooled investment vehicles	0.0%	0	—	0	0
Unknown	4.7%	9	+5.2%	1	0

Private funds	Share	Filers	Change	New	Exited
Hedge funds	23.6%	1	+9.9%	0	0
Private equity funds	0.1%	1	0.0%	0	0
Other private funds	65.0%	2	+9.2%	0	0
No private funds	6.5%	11	-31.1%	1	3
Private funds, type not stated	0.0%	0	—	0	0
Unknown	4.7%	9	+5.2%	1	0

Location	Share	Filers	Change	New	Exited
United States	100.0%	24	+5.2%	2	3

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Conviction and Crowding

24 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

0.000% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.005%

Mar 31, 2026: 0

Crowding

—

no cover-page share count is dated within about a year of the quarter end

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

no cover-page share count is dated within about a year of the quarter end

Top 10 holders

98.8%

of 13F shares, Herfindahl 0.426

Active holders

+9.4%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 10.6 quarters

Under 1 year 0.358% 1 to 3 years 64.6% 3 years or more 35.0% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$32.94

estimated per share

Mar 31, 2026: $32.97

Quarter-end price

$27.65

implied by 13F values

Estimated gain or loss

-16.1%

price against the estimated cost

Estimated at a loss

99.6%

of costed 13F value

Estimated cost covers 4.37% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies HTHIY's active holders also own, quarter ended Jun 30, 2026

#	Company	Shared holders	Similarity
1	TT Trane Technologies plc	3	0.055
2	LIN Linde PLC	3	0.040
3	TSM Taiwan Semiconductor Manufacturing Co Ltd	4	0.036
4	APH Amphenol Corp /De/	3	0.036
5	MS Morgan Stanley	3	0.035
6	CSCO Cisco Systems, Inc.	4	0.033
7	XOM ExxonMobil Holdings Corp	4	0.032
8	LLY ELI LILLY & Co	4	0.030
9	AVGO Broadcom Inc.	4	0.030
10	LRCX Lam Research Corp	3	0.029

Shareholder Targets

13F filers that own its peers but not HTHIY, quarter ended Jun 30, 2026

Found through its holder-overlap peers: TT, LIN, TSM, APH, MS, CSCO, XOM, LLY, AVGO, LRCX, PEP, META, JPM, GEV, MA, NVDA, AMZN, AAPL, MSFT, GOOGL. 7,314 filers in all.

#	Filer	In peers	Of book	Largest peers
1	BlackRock, Inc. Holding company, Index-like	$2,138,440,082,841 20 held	32.7%	NVDA, AAPL, GOOGL
2	VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like	$1,706,360,950,123 20 held	36.4%	NVDA, AAPL, GOOGL
3	STATE STREET CORP Bank, Index-like	$1,132,715,659,496 20 held	33.5%	NVDA, AAPL, GOOGL
4	FMR LLC Holding company, Diversified active	$882,365,159,979 20 held	39.1%	NVDA, GOOGL, AAPL
5	GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like	$657,974,824,331 20 held	35.0%	NVDA, AAPL, GOOGL
6	VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active	$564,833,046,822 20 held	25.4%	NVDA, AAPL, GOOGL
7	JPMORGAN CHASE & CO Bank, Diversified active	$510,976,183,662 20 held	31.1%	NVDA, GOOGL, AAPL
8	MORGAN STANLEY Holding company, Index-like	$462,474,333,447 20 held	26.8%	NVDA, AAPL, GOOGL
9	Invesco Ltd. Adviser, Diversified active	$372,909,267,639 20 held	29.6%	NVDA, GOOGL, AAPL
10	NORGES BANK Non-US, Index-like	$367,255,609,909 20 held	36.5%	NVDA, GOOGL, AAPL

Fund Ownership of HTHIY by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0.00% of shares outstanding.

Fund type	Of shares outstanding	Change	Shares	Funds
Index funds	0.00%	0.00 pp	0	0
Index ETFs	0.00%	0.00 pp	0	0
Active ETFs	0.00%	0.00 pp	214,443	4
Active funds	0.02%	+0.01 pp	868,884	7
Unclassified	0.01%	+0.01 pp	290,395	6
All registered funds	0.03%	+0.02 pp	1,373,722	17

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 15 Adviser 1 Bank 1 Unknown 6

Showing 23 of 23

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MOODY LYNN LIEBERSON & WALKER, LLC

$22,243,017

65.65%

644,165

Ramirez Asset Management, Inc.

$6,788,572

20.04%

245,518

RHUMBLINE ADVISERS

$1,306,600

3.86%

47,255

GAMMA Investing LLC

$1,016,045

3.00%

29,425

Calydon Capital

$913,500

2.70%

33,038

ATLAS CAPITAL ADVISORS INC.

$580,262

1.71%

20,986

Canopy Partners, LLC

$265,661

0.78%

9,608

YOUSIF CAPITAL MANAGEMENT, LLC

$229,633

0.68%

8,305

PARADIGM ASSET MANAGEMENT CO LLC

$129,955

0.38%

4,700

PNC FINANCIAL SERVICES GROUP, INC.

$85,134

0.25%

3,079

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Wealth Management LLC	3,079	$85,134	100.0%	Defined

Westside Investment Management, Inc.

$72,000

0.21%

2,604

Salomon & Ludwin, LLC

$65,972

0.19%

2,386

Ascentis Wealth Management, LLC

$52,811

0.16%

1,910

HANTZ FINANCIAL SERVICES, INC.

$37,935

0.11%

1,372

McMillan Office, Inc.

$27,650

0.08%

1,000

First Command Advisory Services, Inc.

$17,972

0.05%

650

IMA Advisory Services, Inc.

$16,119

0.05%

583

Winch Advisory Services, LLC

$6,912

0.02%

250

Gleason Group, Inc.

$6,802

0.02%

197

Ancora Advisors LLC

$6,165

0.02%

223

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	223	$6,165	100.0%	Sole

Benson Wealth Management INC

$6,083

0.02%

220

Front Row Advisors LLC

$5,530

0.02%

200

RICHARDSON FINANCIAL SERVICES INC.

$387

0.00%

Key facts CIK 47710 CUSIP 433578507 13F (30d) 3 filings 3 filers Visit website Investor relations