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HMH Holding (HMH): which funds own it

Industrials →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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No concentrated manager holds it.

Who owns HMH Holding?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Price T Rowe Associates (13G filed Aug 7, 2026), FMR (13G filed Aug 7, 2026), Wellington Management Group LLP (13G filed Aug 13, 2026), BlackRock (13G filed Jul 28, 2026) and Citadel Advisors (13G filed Apr 9, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were Price T Rowe Associates (2.8 million shares), American Century Companies (1.5 million shares) and Wellington Management Group LLP (760,497 shares).

Which institutions hold the most HMH Holding shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. Price T Rowe Associates: 2.8 million shares
  2. 2. American Century Companies: 1.5 million shares
  3. 3. Wellington Management Group LLP: 760,497 shares
  4. 4. BlackRock: 738,234 shares
  5. 5. T. Rowe Price Investment Management: 694,396 shares
  6. 6. Citadel Advisors: 673,656 shares
  7. 7. FMR: 563,624 shares
  8. 8. Vanguard Capital Management: 473,904 shares
  9. 9. GeoSphere Capital Management: 375,000 shares
  10. 10. Alyeska Investment Group: 300,000 shares

Sources:13G by Price T Rowe Associates (Aug 7, 2026) ↗13G by FMR (Aug 7, 2026) ↗13G by Wellington Management Group LLP (Aug 13, 2026) ↗13G by BlackRock (Jul 28, 2026) ↗13G by Citadel Advisors (Apr 9, 2026) ↗All of the company's proxy statements on EDGAR ↗

With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Concentrated managers
—
All 13F: 69
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$18.74
reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Concentrated managers holding it

None in the latest quarter.

Largest holders of HMH (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

Balance sheet only, for now. HMH has not yet filed its first annual report (10-K) with the SEC, so there are no 12-month figures (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once the 12-month figures are available, this section fills in automatically.

Balance sheet as of Sep 30, 2026
Cash and equivalents
$90.1M
Total debt
$197M
Net debt
$107M
Shareholders' equity
$217M

Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Apr 2, 2026Routinefiling ↗

    Unregistered sale of equity securities (Item 3.02)

    «HMH Holding Inc. Announces Pricing of Initial Public Offering»

  • Apr 2, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «HMH Holding Inc. Announces Pricing of Initial Public Offering»

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Industrials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Industrials →

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