Public record / Tickers / HRI

HRI — HERC HOLDINGS INC†

Both disclosure regimes on one name: who in Congress filed about HRI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
9
all PTR rows naming HRI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-08
filed 2025-05-08
13F holders
271
top-271 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $15.0K–$50.0K

SELL · traded 2025-04-11 → filed 2025-05-08. Ranked over every HRI row by the provable lower bound, never a point estimate.

No member disclosed HRI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HRI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HRI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-08Jefferson Shreve R–IN-6SELLTraded 04-11 +27d$15K–$50K
2025-05-08Jefferson Shreve R–IN-6BUYTraded 04-07 +31d$15K–$50K
2025-04-11Jefferson Shreve R–IN-6SELLTraded 03-05 +37d$15K–$50K
2020-12-08Susie Lee D–NV-3SELL JT (jointly owned)Traded 11-12 +26d$1K–$15K
2020-12-08Susie Lee D–NV-3SELL partial · JT (partial sale, jointly owned)Traded 11-02 +36d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in HRI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed HRI in the trailing 12 months.

Congress ↔ notable managers · HRI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Gotham Asset Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HERC HLDGS INC

Merged timeline of congressional filings and notable-manager moves on HRI
DateWhoChangeSize
2026-05-15Moore Capital Management 13FNEW+156,175 sh
2026-05-15Bridgewater Associates 13FNEW+43,564 sh
2026-05-15Gotham Asset Management 13FEXIT−2,932 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HRI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$498M1
2BlackRock, Inc.$252M1
3Invesco Ltd.$206M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$156M1
5VANGUARD CAPITAL MANAGEMENT LLC$145M1
6DIMENSIONAL FUND ADVISORS LP$116M1
7FIRST TRUST ADVISORS LP$86.9M1
8AMERICAN CENTURY COMPANIES INC$81.4M1
9STATE STREET CORP$74.4M1
10NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$65.7M1
11Channing Capital Management, LLC$51.6M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$43.0M1
13BNP Paribas Asset Management Holding S.A.$37.3M1
14MORGAN STANLEY$37.3M1
15VOYA INVESTMENT MANAGEMENT LLC$28.2M1
16NORTHERN TRUST CORP$27.9M1
17Nuveen, LLC$27.1M1
18MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$25.9M1
19BANK OF AMERICA CORP /DE/$23.4M1
20FRANKLIN RESOURCES INC$23.3M1
21VANGUARD FIDUCIARY TRUST CO$21.6M1
22Capital World Investors$17.4M1
23MOORE CAPITAL MANAGEMENT, LP$15.5M1
24MASSACHUSETTS FINANCIAL SERVICES CO /MA/$15.0M1
25MILLENNIUM MANAGEMENT LLC$14.7M1
26Engineers Gate Manager LP$14.3M1
27Connor, Clark & Lunn Investment Management Ltd.$13.6M1
28UBS Group AG$13.0M1
29SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.9M1
30EVERGREEN CAPITAL MANAGEMENT LLC$12.5M1
31Point72 Asset Management, L.P.$12.3M1
32Ceredex Value Advisors LLC$11.5M1
33JENNISON ASSOCIATES LLC$10.5M1
34Freestone Grove Partners LP$10.2M1
35WELLS FARGO & COMPANY/MN$10.0M1
36First Eagle Investment Management, LLC$9.9M1
37CITADEL ADVISORS LLC$9.4M1
38Allspring Global Investments Holdings, LLC$9.2M1
39Pictet Asset Management Holding SA$8.7M1
40Capital International Investors$8.5M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.2M1
42Swiss National Bank$6.2M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$5.4M1
44ALLIANCEBERNSTEIN L.P.$5.1M1
45HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$4.7M1
46D.A. DAVIDSON & CO.$4.7M1
47Advisors Asset Management, Inc.$4.7M1
48BALYASNY ASSET MANAGEMENT L.P.$4.5M1
49Squarepoint Ops LLC$4.4M1
50Bridgewater Associates, LP$4.3M1
51READYSTATE ASSET MANAGEMENT LP$4.3M1
52RHUMBLINE ADVISERS$4.3M1
53VICTORY CAPITAL MANAGEMENT INC$4.1M1
54Blue Zone Wealth Advisors, LLC$4.0M1
55Phocas Financial Corp.$3.9M1
56SEI INVESTMENTS CO$3.7M1
57Qube Research & Technologies Ltd$3.3M1
58Seven Six Capital Management, LLC$3.2M1
59Legal & General Group Plc$3.0M1
60DEUTSCHE BANK AG\$2.9M1
61VANGUARD ASSET MANAGEMENT, Ltd$2.9M1
62TWINBEECH CAPITAL LP$2.6M1
63SEGALL BRYANT & HAMILL, LLC$2.5M1
64CITIGROUP INC$2.5M1
65XTX Topco Ltd$2.3M1
66Granite Investment Partners, LLC$2.3M1
67SALEM INVESTMENT COUNSELORS INC$2.2M1
68Dynamic Technology Lab Private Ltd$2.2M1
69Covalis Capital LLP$2.2M1
70ENVESTNET ASSET MANAGEMENT INC$2.1M1
71III Capital Management$2.0M1
72Sterling Capital Management LLC$1.9M1
73SUSQUEHANNA ADVISORS GROUP, INC.$1.9M1
74Vanguard Global Advisers, LLC$1.7M1
75BOOTHBAY FUND MANAGEMENT, LLC$1.7M1
76Future Fund LLC$1.7M1
77Aquatic Capital Management LLC$1.7M1
78State of New Jersey Common Pension Fund D$1.6M1
79STATE OF WISCONSIN INVESTMENT BOARD$1.5M1
80Universal- Beteiligungs- und Servicegesellschaft mbH$1.5M1
81ROYAL BANK OF CANADA$1.5M1
82MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.5M1
83LPL Financial LLC$1.4M1
84Janus Henderson Group Ltd.$1.3M1
85Boston Partners$1.3M1
86WOLVERINE ASSET MANAGEMENT LLC$1.3M1
87KING LUTHER CAPITAL MANAGEMENT CORP$1.3M1
88Zurcher Kantonalbank (Zurich Cantonalbank)$1.2M1
89WHITEBOX ADVISORS LLC$1.2M1
90BARCLAYS PLC$1.1M1
91CM Management, LLC$996K1
92Richard Bernstein Advisors LLC$943K1
93FEDERATED HERMES, INC.$889K1
94Arizona State Retirement System$865K1
95Creative Planning$812K1
96NOMURA HOLDINGS INC$785K1
97Vanguard Investments Australia, Ltd.$778K1
98Brevan Howard Capital Management LP$774K1
99INTECH INVESTMENT MANAGEMENT LLC$770K1
100Central Pacific Bank - Trust Division$767K1
101Jain Global LLC$660K1
102FIFTH THIRD BANCORP$658K1
103Amundi$640K1
104Schonfeld Strategic Advisors LLC$639K1
105US BANCORP \DE\$622K1
106LAZARD ASSET MANAGEMENT LLC$618K1
107STIFEL FINANCIAL CORP$613K1
108Tower Research Capital LLC (TRC)$554K1
109STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$536K1
110PRUDENTIAL FINANCIAL INC$513K1
111Empowered Funds, LLC$498K1
112ProShare Advisors LLC$472K1
113IMC-Chicago, LLC$453K1
114HARRIS ASSOCIATES L P$447K1
115Quantinno Capital Management LP$446K1
116Walleye Capital LLC$439K1
117Pathstone Holdings, LLC$437K1
118BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$424K1
119RAYMOND JAMES FINANCIAL INC$423K1
120SIMPLEX TRADING, LLC$407K1
121CIBC Bancorp USA Inc.$385K1
122Sanctuary Advisors, LLC$384K1
123SHUFRO ROSE & CO LLC$382K1
124Cardinal Point Capital Management ULC$374K1
125AQR CAPITAL MANAGEMENT LLC$368K1
126Rockefeller Capital Management L.P.$367K1
127Shay Capital LLC$348K1
128Vanguard Personalized Indexing Management, LLC$331K1
129HighTower Advisors, LLC$324K1
130MAI Capital Management$322K1
131Savant Capital, LLC$318K1
132XPONANCE LLC$317K1
133Magnetar Financial LLC$312K1
134Lido Advisors, LLC$310K1
135ELEVATION POINT WEALTH PARTNERS, LLC$280K1
136Caitong International Asset Management Co., Ltd$269K1
137Emerald Investment Advisers, LLC$265K1
138Ameritas Investment Partners, Inc.$264K1
139Wealthspire Advisors, LLC$263K1
140RBF Capital, LLC$256K1
141Midwest Financial Group LLC$245K1
142OSAIC HOLDINGS, INC.$236K1
143Ashton Thomas Private Wealth, LLC$235K1
144PRINCIPAL FINANCIAL GROUP INC$234K1
145FIDUCIARY FINANCIAL GROUP, LLC$234K1
146Jacobi Capital Management LLC$231K1
147Cetera Investment Advisers$230K1
148J. Safra Sarasin Holding AG$223K1
149Blueshift Asset Management, LLC$221K1
150nVerses Capital, LLC$212K1
151Swiss Life Asset Management Ltd$209K1
152Ensign Peak Advisors, Inc$183K1
153NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$164K1
154Mitsubishi UFJ Trust & Banking Corp$118K1
155Eurizon Capital SGR S.p.A.$87.8K1
156Pinnacle Wealth Planning Services, Inc.$84.0K1
157State of Wyoming$61.3K1
158Evelyn Partners Investment Management LLP$59.0K1
159Gleason Group, Inc.$52.6K1
160Smartleaf Asset Management LLC$38.8K1
161EXCHANGE TRADED CONCEPTS, LLC$37.9K1
162Truvestments Capital LLC$37.5K1
163UMB Bank, n.a.$32.4K1
164SUMMIT SECURITIES GROUP LLC$29.9K1
165NOMURA ASSET MANAGEMENT CO LTD$25.6K1
166Evelyn Partners Investment Management Services Ltd$25.4K1
167CWM, LLC$25.2K1
168Aster Capital Management (DIFC) Ltd$21.6K1
169Kemnay Advisory Services Inc.$20.8K1
170Arax Advisory Partners$13.5K1
171Clearstead Advisors, LLC$8.3K1
172QUADRANT CAPITAL GROUP LLC$8.2K1
173INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$6.6K1
174Godfrey Financial Associates, Inc.$6.4K1
175THRIVENT FINANCIAL FOR LUTHERANS$6.0K1
176Larson Financial Group LLC$5.6K1
177Mitsubishi UFJ Asset Management Co., Ltd.$5.1K1
178Optiver Holding B.V.$4.9K1
179Quarry LP$4.3K1
180Orion Capital Management LLC$4.0K1
181CVA Family Office, LLC$3.5K1
182Physician Wealth Advisors, Inc.$2.8K1
183SIGNATUREFD, LLC$2.7K1
184BFSG, LLC$2.2K1
185JFS WEALTH ADVISORS, LLC$2.1K1
186Kilter Group LLC$1.6K1
187Allworth Financial LP$1.5K1
188NATIXIS ADVISORS, LLC$1.3K1
189Steward Partners Investment Advisory, LLC$1.2K1
190JPL Wealth Management, LLC$1.1K1
191Annis Gardner Whiting Capital Advisors, LLC$9961
192SJS Investment Consulting Inc.$6971
193DiNuzzo Private Wealth, Inc.$6221
194Virtu Financial LLC$5551
195Investors Portfolio Services LLC$4151
196Advocate Investing Services LLC$3981
197CANADA LIFE ASSURANCE Co$3041
198Vermillion Wealth Management, Inc.$2991
199WealthCollab, LLC$2991
200State of Alaska, Department of Revenue$2011
201DekaBank Deutsche Girozentrale$1431
202KBC Group NV$1151
203ASSETMARK, INC$1001
204Manchester Capital Management LLC$1001
205Rialto Wealth Management, LLC$1001
206HFM Investment Advisors, LLC$1001
207Avion Wealth$11
208Activest Wealth Management$01
209VANGUARD GROUP INC— value not disclosed1
210STEPHENS INC /AR/— value not disclosed1
211JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
212HSBC HOLDINGS PLC— value not disclosed1
213DAVENPORT & Co LLC— value not disclosed1
214COMERICA BANK— value not disclosed1
215AMALGAMATED BANK— value not disclosed1
216MACKENZIE FINANCIAL CORP— value not disclosed1
217NATIONAL BANK OF CANADA /FI/— value not disclosed1
218CIBC WORLD MARKETS CORP— value not disclosed1
219CASTLEARK MANAGEMENT LLC— value not disclosed1
220EQUITEC PROPRIETARY MARKETS, LLC— value not disclosed1
221CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
222CIBC Private Wealth Group LLC— value not disclosed1
223Calamos Advisors LLC— value not disclosed1
224NORGES BANK— value not disclosed1
225Walleye Trading LLC— value not disclosed1
226Laurion Capital Management LP— value not disclosed1
227Lisanti Capital Growth, LLC— value not disclosed1
228Verition Fund Management LLC— value not disclosed1
229Parkside Financial Bank & Trust— value not disclosed1
230Avidian Wealth Enterprises, LLC— value not disclosed1
231Gotham Asset Management, LLC— value not disclosed1
232FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
233Allianz Asset Management GmbH— value not disclosed1
234Capital Analysts, LLC— value not disclosed1
235Versor Investments LP— value not disclosed1
236ARTHUR M. COHEN & ASSOCIATES, LLC— value not disclosed1
237Mutual Advisors, LLC— value not disclosed1
238Summit Global Investments— value not disclosed1
239Holocene Advisors, LP— value not disclosed1
240McIlrath & Eck, LLC— value not disclosed1
241DV Trading LLC— value not disclosed1
242Bridgefront Capital, LLC— value not disclosed1
243A&I FINANCIAL SERVICES, LLC— value not disclosed1
244Kovack Advisors, Inc.— value not disclosed1
245ExodusPoint Capital Management, LP— value not disclosed1
246AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
247Global Retirement Partners, LLC— value not disclosed1
248Qsemble Capital Management, LP— value not disclosed1
249Y-Intercept (Hong Kong) Ltd— value not disclosed1
250Brooklyn Investment Group— value not disclosed1
251BELLEVUE ASSET MANAGEMENT, LLC— value not disclosed1
252Kestra Advisory Services, LLC— value not disclosed1
253F/m Investments LLC— value not disclosed1
254DV EQUITIES, LLC— value not disclosed1
255Ellsworth Advisors, LLC— value not disclosed1
256AlphaQuest LLC— value not disclosed1
257Bell Investment Advisors, Inc— value not disclosed1
258VISTA FINANCE, LLC— value not disclosed1
259PharVision Advisers, LLC— value not disclosed1
260Snowden Capital Advisors LLC— value not disclosed1
261SageView Advisory Group, LLC— value not disclosed1
262Strengthening Families & Communities, LLC— value not disclosed1
263Cape Investment Advisory, Inc.— value not disclosed1
264Corient Private Wealth LLC— value not disclosed1
265Dunhill Financial, LLC— value not disclosed1
266NEOS Investment Management LLC— value not disclosed1
267Abel Hall, LLC— value not disclosed1
268Federation des caisses Desjardins du Quebec— value not disclosed1
269Bayforest Capital Ltd— value not disclosed1
270TEMA ETFS LLC— value not disclosed1
271Keating Financial Advisory Services, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 208 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HRI

RETAINED WINDOW · ACTIVE HITS

Zero hits on HRI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HRI · financials and macro

Financials — as filed PLANNED

HRI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HRI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing