IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

HCI Group Inc (HCI)

CUSIP: 40416E103 | NYSE | Financial Services · Insurance - Property & Casualty | Mid Cap | 749 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP445,860
0.0% of portfolio›$77.5M
Allspring Global Investments Holdings, LLC234,086
0.1% of portfolio›$42.5M
Base Wealth Management LLC65,327
5.0% of portfolio›$11.4M
Creative Planning60,012
0.0% of portfolio›$10.4M
Essex Investment Management Co LLC54,282
1.4% of portfolio›$9.4M
Principal Financial Group Inc49,947
0.0% of portfolio›$8.7M
Assetmark, Inc42,077
0.0% of portfolio›$7.3M
Bernzott Capital Advisors35,295
2.6% of portfolio›$6.1M
Moran Wealth Management, LLC30,822
0.1% of portfolio›$5.4M
Chatham Capital Group, Inc.29,141
0.7% of portfolio›$5.1M
Baldwin Wealth Partners LLC11,337
0.1% of portfolio›$2.0M
New York State Teachers Retirement System10,777
0.0% of portfolio›$1.9M
Ridgewood Investments LLC10,539
0.7% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.10,396
0.0% of portfolio›$1.8M
Jackson Creek Investment Advisors LLC8,727
1.2% of portfolio›$1.5M
Robeco Institutional Asset Management B.V.8,046
0.0% of portfolio›$1.4M
Wakefield Asset Management Lllp7,823
0.3% of portfolio›$1.4M
Polaris Capital Management, LLC7,000
0.1% of portfolio›$1.2M
Global Financial Private Client, LLC6,956
0.3% of portfolio›$1.2M
Novem Group6,955
0.1% of portfolio›$1.2M
State of New Jersey Common Pension Fund D6,443
0.0% of portfolio›$1.1M
Citigroup Inc5,971
0.0% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC5,535
0.0% of portfolio›$1.1M
Illinois Municipal Retirement Fund5,410
0.0% of portfolio›$940.4K
Achmea Investment Management B.V.5,218
0.0% of portfolio›$907.7K
State of Alaska, Department of Revenue4,989
0.0% of portfolio›$866.0K
Exchange Traded Concepts, LLC4,550
0.0% of portfolio›$790.9K
Louisiana State Employees Retirement System4,400
0.0% of portfolio›$764.8K
Y-Intercept (Hong Kong) Ltd3,903
0.0% of portfolio›$678.4K
Virginia Retirement Systems ET Al3,300
0.0% of portfolio›$573.6K
Truist Financial Corp3,281
0.0% of portfolio›$570.3K
Kestra Private Wealth Services, LLC3,263
0.0% of portfolio›$567.2K
Arizona State Retirement System3,235
0.0% of portfolio›$562.3K
Concurrent Investment Advisors, LLC3,218
0.0% of portfolio›$559.4K
Yorktown Management & Research Co Inc3,200
0.4% of portfolio›$556.2K
Alps Advisors Inc3,112
0.0% of portfolio›$540.9K
Quadrant Capital Group LLC2,977
0.0% of portfolio›$592.1K
Bokf, NA2,751
0.0% of portfolio›$478.2K
Amalgamated Bank2,730
0.0% of portfolio›$475.0K
Yousif Capital Management, LLC2,637
0.0% of portfolio›$458.4K
Tuttle Capital Management, LLC2,571
0.2% of portfolio›$446.9K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS2,461
0.0% of portfolio›$427.8K
Signature Estate & Investment Advisors LLC2,350
0.0% of portfolio›$408.5K
Oregon Public Employees Retirement Fund2,343
0.0% of portfolio›$407.3K
Tactive Advisors, LLC2,152
0.1% of portfolio›$374.0K
Chicago Partners Investment Group LLC1,827
0.0% of portfolio›$372.8K
Pictet Asset Management Holding SA1,815
0.0% of portfolio›$315.5K
Nisa Investment Advisors, LLC1,763
0.0% of portfolio›$306.4K
Integrity Advisory Solutions, LLC1,756
0.0% of portfolio›$305.2K
Swiss Life Asset Management Ltd1,725
0.0% of portfolio›$299.8K
Certuity, LLC1,619
0.0% of portfolio›$281.4K
Sterling Capital Management LLC1,600
0.0% of portfolio›$278.1K
State of Wyoming1,575
0.0% of portfolio›$273.8K
ProShare Advisors LLC1,537
0.0% of portfolio›$267.2K
Olympiad Research LP1,536
0.3% of portfolio›$267.0K
Retirement Guys Formula LLC1,476
0.1% of portfolio›$256.6K
Cordatus Wealth Management LLC1,463
0.1% of portfolio›$254.3K
Prospera Financial Services Inc1,463
0.0% of portfolio›$289.4K
111 Capital1,373
0.0% of portfolio›$238.7K
Elevatus Welath Management1,329
0.1% of portfolio›$231.1K
Summit Global Investments1,315
0.1% of portfolio›$229.0K
HB Wealth Management, LLC1,283
0.0% of portfolio›$223.0K
Commonwealth Equity Services, LLC1,238
0.0% of portfolio›$215.3K
Sanchez Gaunt Capital Management, LLC1,228
0.1% of portfolio›$213.5K
Three Seasons Wealth, LLC1,207
0.0% of portfolio›$209.8K
Roman Butler Fullerton & Co1,204
0.1% of portfolio›$240.7K
Mutual of America Capital Management LLC1,192
0.0% of portfolio›$207.2K
L. Roy Papp & Associates, LLP1,180
0.0% of portfolio›$205.1K
Kestra Advisory Services, LLC1,177
0.0% of portfolio›$204.5K
Gamma Investing LLC848
0.0% of portfolio›$147.4K
Inspire Investing, LLC746
0.0% of portfolio›$129.6K
Pinnacle Wealth Planning Services, Inc.619
0.0% of portfolio›$107.6K
IFP Advisors, Inc605
0.0% of portfolio›$105.2K
Caldwell Trust Co544
0.0% of portfolio›$94.6K
Signaturefd, LLC487
0.0% of portfolio›$84.7K
KBC Group NV445
0.0% of portfolio›$77.0K
Signature Equity Partners, LLC325
0.0% of portfolio›$56.5K
Farther Finance Advisors, LLC285
0.0% of portfolio›$49.5K
Westside Investment Management, Inc.252
0.0% of portfolio›$46.4K
EverSource Wealth Advisors, LLC199
0.0% of portfolio›$34.6K
Gen-Wealth Partners Inc194
0.0% of portfolio›$33.7K
GK Wealth Management LLC146
0.0% of portfolio›$25.4K
SJS Investment Consulting Inc.141
0.0% of portfolio›$24.5K
Essential Partners LLC137
0.0% of portfolio›$23.8K
Salomon & Ludwin, LLC95
0.0% of portfolio›$16.5K
Harbor Capital Advisors, Inc.85
0.0% of portfolio›$15
Larson Financial Group LLC69
0.0% of portfolio›$12.0K
True Wealth Design, LLC69
0.0% of portfolio›$12.0K
Root Financial Partners, LLC51
0.0% of portfolio›$8.9K
MassMutual Private Wealth & Trust, FSB48
0.0% of portfolio›$8.3K
Parallel Advisors, LLC42
0.0% of portfolio›$7.3K
Parkside Financial Bank & Trust25
0.0% of portfolio›$4.3K
Provenance Wealth Advisors, LLC17
0.0% of portfolio›$3.0K
Versant Capital Management, Inc16
0.0% of portfolio›$2.8K
Cullen T Bankers, Inc.16
0.0% of portfolio›$2.8K
WPG Advisers, LLC14
0.0% of portfolio›$2.4K
Ascentis Wealth Management, LLC12
0.0% of portfolio›$2.1K
Bare Financial Services, Inc10
0.0% of portfolio›$1.7K
CoreCap Advisors, LLC9
0.0% of portfolio›$1.6K
Farmers & Merchants Investments Inc9
0.0% of portfolio›$1.6K
Torren Management, LLC8
0.0% of portfolio›$1.4K
Private Trust Co NA8
0.0% of portfolio›$1.4K
Hughes Financial Services, LLC7
0.0% of portfolio›$1.4K
UMB Private Wealth Management, LLC6
0.0% of portfolio›$1.0K
Physician Wealth Advisors, Inc.5
0.0% of portfolio›$870
Fortitude Family Office, LLC3
0.0% of portfolio›$521
Caitong International Asset Management Co., Ltd3
0.0% of portfolio›$521
Capital Advisors, Ltd. LLC3
0.0% of portfolio›$1
JFS Wealth Advisors, LLC2
0.0% of portfolio›$348
Rossby Financial, LCC2
0.0% of portfolio›$348
Valley National Advisers Inc2
0.0% of portfolio›$348
Gilpin Wealth Management, LLC2
0.0% of portfolio›$348
Financial Consulate, Inc1
0.0% of portfolio›$174
TFC Financial Management, Inc.1
0.0% of portfolio›$174
Davis Capital Management1
0.0% of portfolio›$174
Mather Group, Llc.1
0.0% of portfolio›$174
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
445,860$77.5M0.0%IndexLowAustin, TX2026-11-04
Allspring Global Investments Holdings, LLC
234,086$42.5M0.1%CoreMediumCharlotte, NC2026-11-04
Base Wealth Management LLC
65,327$11.4M5.0%ETFMediumLakewood Ranch, FL2026-10-21
Creative Planning
60,012$10.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Essex Investment Management Co LLC
54,282$9.4M1.4%GrowthMediumBoston, MA2026-10-19
Principal Financial Group Inc
49,947$8.7M0.0%CoreLowDes Moines, IA2026-11-02
Assetmark, Inc
42,077$7.3M0.0%ETFLowConcord, CA2026-10-21
Bernzott Capital Advisors
35,295$6.1M2.6%YieldMediumCamarillo, CA2026-10-29
Moran Wealth Management, LLC
30,822$5.4M0.1%CoreMediumNaples, FL2026-10-22
Chatham Capital Group, Inc.
29,141$5.1M0.7%CoreLowSavannah, GA2026-10-16
Baldwin Wealth Partners LLC
11,337$2.0M0.1%GrowthLowMarion, MA2026-10-13
New York State Teachers Retirement System
10,777$1.9M0.0%CoreVery LowAlbany, NY2026-10-22
Ridgewood Investments LLC
10,539$1.8M0.7%ValueMediumSpringfield, NJ2026-10-05
Cambridge Investment Research Advisors, Inc.
10,396$1.8M0.0%ETFLowFairfield, IA2026-11-02
Jackson Creek Investment Advisors LLC
8,727$1.5M1.2%ValueVery HighCastle Rock, CO2026-11-04
Robeco Institutional Asset Management B.V.
8,046$1.4M0.0%CoreMediumRotterdam, Philippines2026-10-20
Wakefield Asset Management Lllp
7,823$1.4M0.3%ValueMediumEnglewood, CO2026-11-05
Polaris Capital Management, LLC
7,000$1.2M0.1%Deep ValueLowBoston, MA2026-10-21
Global Financial Private Client, LLC
6,956$1.2M0.3%GrowthLowSarasota, FL2026-10-15
Novem Group
6,955$1.2M0.1%ETFMediumRochester, NY2026-10-19
State of New Jersey Common Pension Fund D
6,443$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Citigroup Inc
5,971$1.0M0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
5,535$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Illinois Municipal Retirement Fund
5,410$940.4K0.0%CoreMediumOak Brook, IL2026-11-05
Achmea Investment Management B.V.
5,218$907.7K0.0%CoreMediumZeist, Philippines2026-10-30
State of Alaska, Department of Revenue
4,989$866.0K0.0%CoreVery LowJuneau, AK2026-10-15
Exchange Traded Concepts, LLC
4,550$790.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
Louisiana State Employees Retirement System
4,400$764.8K0.0%IndexLowBaton Rouge, LA2026-10-20
Y-Intercept (Hong Kong) Ltd
3,903$678.4K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Virginia Retirement Systems ET Al
3,300$573.6K0.0%CoreMediumRichmond, VA2026-10-28
Truist Financial Corp
3,281$570.3K0.0%CoreLowCharlotte, NC2026-10-30
Kestra Private Wealth Services, LLC
3,263$567.2K0.0%GrowthLowAustin, TX2026-10-30
Arizona State Retirement System
3,235$562.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
Concurrent Investment Advisors, LLC
3,218$559.4K0.0%GrowthMediumTampa, FL2026-10-16
Yorktown Management & Research Co Inc
3,200$556.2K0.4%MomentumMediumForest, VA2026-10-28
Alps Advisors Inc
3,112$540.9K0.0%YieldLowDenver, CO2026-11-03
Quadrant Capital Group LLC
2,977$592.1K0.0%CoreLowCincinnati, OH2026-10-20
Bokf, NA
2,751$478.2K0.0%CoreLowTulsa, OK2026-10-27
Amalgamated Bank
2,730$475.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
2,637$458.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Tuttle Capital Management, LLC
2,571$446.9K0.2%GrowthHighRiverside, CT2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
2,461$427.8K0.0%CoreLowHarrisburg, PA2026-11-03
Signature Estate & Investment Advisors LLC
2,350$408.5K0.0%ETFMediumLos Angeles, CA2026-10-13
Oregon Public Employees Retirement Fund
2,343$407.3K0.0%IndexVery LowTigard, OR2026-10-30
Tactive Advisors, LLC
2,152$374.0K0.1%ETFHighJacksonville, FL2026-10-08
Chicago Partners Investment Group LLC
1,827$372.8K0.0%GARPLowChicago, IL2026-10-27
Pictet Asset Management Holding SA
1,815$315.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Nisa Investment Advisors, LLC
1,763$306.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Integrity Advisory Solutions, LLC
1,756$305.2K0.0%ETFMediumDallas, TX2026-10-29
Swiss Life Asset Management Ltd
1,725$299.8K0.0%CoreLowZurich, Switzerland2026-11-03
Certuity, LLC
1,619$281.4K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Sterling Capital Management LLC
1,600$278.1K0.0%GARPMediumCharlotte, NC2026-10-22
State of Wyoming
1,575$273.8K0.0%ValueHighCheyenne, WY2026-10-28
ProShare Advisors LLC
1,537$267.2K0.0%GrowthLowBethesda, MD2026-10-29
Olympiad Research LP
1,536$267.0K0.3%Deep ValueVery HighStamford, CT2026-11-04
Retirement Guys Formula LLC
1,476$256.6K0.1%CoreMediumMaumee, OH2026-10-26
Cordatus Wealth Management LLC
1,463$254.3K0.1%GrowthMediumNewtown, PA2026-10-19
Prospera Financial Services Inc
1,463$289.4K0.0%CoreMediumDallas, TX2026-11-04
111 Capital
1,373$238.7K0.0%CoreVery HighParis, India2026-11-03
Elevatus Welath Management
1,329$231.1K0.1%GrowthHighVictor, NY2026-10-19
Summit Global Investments
1,315$229.0K0.1%CoreMediumBountiful, UT2026-10-28
HB Wealth Management, LLC
1,283$223.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Commonwealth Equity Services, LLC
1,238$215.3K0.0%ETFLowWaltham, MA2026-11-02
Sanchez Gaunt Capital Management, LLC
1,228$213.5K0.1%ETFN/AReno, NV2026-11-03
Three Seasons Wealth, LLC
1,207$209.8K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Roman Butler Fullerton & Co
1,204$240.7K0.1%GrowthMediumSt Louis, MO2026-10-27
Mutual of America Capital Management LLC
1,192$207.2K0.0%IndexLowNew York, NY2026-10-23
L. Roy Papp & Associates, LLP
1,180$205.1K0.0%CoreVery LowPhoenix, AZ2026-10-21
Kestra Advisory Services, LLC
1,177$204.5K0.0%CoreLowAustin, TX2026-11-02
Gamma Investing LLC
848$147.4K0.0%IndexVery LowFoster City, CA2026-10-08
Inspire Investing, LLC
746$129.6K0.0%GARPHighMeridian, ID2026-10-22
Pinnacle Wealth Planning Services, Inc.
619$107.6K0.0%GARPLowMansfield, OH2026-10-27
IFP Advisors, Inc
605$105.2K0.0%GrowthLowTampa, FL2026-10-16
Caldwell Trust Co
544$94.6K0.0%GrowthLowVenice, FL2026-10-30
Signaturefd, LLC
487$84.7K0.0%IndexLowAtlanta, GA2026-10-23
KBC Group NV
445$77.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Signature Equity Partners, LLC
325$56.5K0.0%GrowthMediumColumbus, OH2026-10-29
Farther Finance Advisors, LLC
285$49.5K0.0%IndexLowSan Francisco, CA2026-10-08
Westside Investment Management, Inc.
252$46.4K0.0%GrowthLowSanta Monica, CA2026-11-02
EverSource Wealth Advisors, LLC
199$34.6K0.0%CoreMediumBirmingham, AL2026-11-04
Gen-Wealth Partners Inc
194$33.7K0.0%CoreLowZeeland, MI2026-11-04
GK Wealth Management LLC
146$25.4K0.0%GARPVery HighReno, NV2026-10-09
SJS Investment Consulting Inc.
141$24.5K0.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
137$23.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Salomon & Ludwin, LLC
95$16.5K0.0%ETFVery LowRichmond, VA2026-10-29
Harbor Capital Advisors, Inc.
85$150.0%ValueHighChicago, IL2026-10-22
Larson Financial Group LLC
69$12.0K0.0%GrowthLowSt Louis, MO2026-11-05
True Wealth Design, LLC
69$12.0K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
51$8.9K0.0%ETFMediumEncinitas, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
48$8.3K0.0%CoreLowSpringfield, MA2026-10-05
Parallel Advisors, LLC
42$7.3K0.0%IndexLowSan Francisco, CA2026-11-03
Parkside Financial Bank & Trust
25$4.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Provenance Wealth Advisors, LLC
17$3.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Versant Capital Management, Inc
16$2.8K0.0%GARPLowPhoenix, AZ2026-10-02
Cullen T Bankers, Inc.
16$2.8K0.0%GrowthLowSan Antonio, TX2026-10-28
WPG Advisers, LLC
14$2.4K0.0%CoreLowBaltimore, MD2026-10-27
Ascentis Wealth Management, LLC
12$2.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Bare Financial Services, Inc
10$1.7K0.0%ETFVery LowGap, PA2026-11-04
CoreCap Advisors, LLC
9$1.6K0.0%ETFMediumSouthfield, MI2026-10-08
Farmers & Merchants Investments Inc
9$1.6K0.0%CoreVery LowLincoln, NE2026-10-22
Torren Management, LLC
8$1.4K0.0%ETFMediumSan Diego, CA2026-10-29
Private Trust Co NA
8$1.4K0.0%CoreLowCleveland, OH2026-10-20
Hughes Financial Services, LLC
7$1.4K0.0%ETFLowHerndon, VA2026-10-30
UMB Private Wealth Management, LLC
6$1.0K0.0%GrowthN/AKansas City, MO2026-10-19
Physician Wealth Advisors, Inc.
5$8700.0%ETFMediumMidvale, UT2026-10-20
Fortitude Family Office, LLC
3$5210.0%ETFMediumScottsdale, AZ2026-10-14
Caitong International Asset Management Co., Ltd
3$5210.0%GrowthVery HighHong Kong, South Korea2026-10-29
Capital Advisors, Ltd. LLC
3$10.0%ETFLowShaker Heights, OH2026-10-27
JFS Wealth Advisors, LLC
2$3480.0%ETFVery LowHermitage, PA2026-11-03
Rossby Financial, LCC
2$3480.0%ETFMediumMelbourne, FL2026-11-05
Valley National Advisers Inc
2$3480.0%ETFLowBethlehem, PA2026-10-23
Gilpin Wealth Management, LLC
2$3480.0%GrowthLowDenver, CO2026-10-09
Financial Consulate, Inc
1$1740.0%ETFLowHunt Valley, MD2026-10-23
TFC Financial Management, Inc.
1$1740.0%ETFVery LowBoston, MA2026-10-26
Davis Capital Management
1$1740.0%CoreLowJacksonville, FL2026-10-08
Mather Group, Llc.
1$1740.0%ETFMediumChicago, IL2026-10-14