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Hingham Institution for Svgs (HIFS)

CUSIP: 433323102 | NYSE | Financial Services · Banks - Regional | Small Cap | 318 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ARoyce & Associates LP101,8234.7%Newly reportedSep 30, 2026109,447 sh (Jun 30, 2026)
13G/ARoyce & Associates LP101,823
4.7% of class · Sep 30, 2026Newly reported
109,447 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Schwartz Investment Counsel Inc81,797
0.8% of portfolio›$23.1M
Dimensional Fund Advisors LP56,804
0.0% of portfolio›$16.1M
Geode Capital Management, LLC46,815
0.0% of portfolio›$13.2M
Russell Investments Group, Ltd.14,868
0.0% of portfolio›$4.2M
Lido Advisors, LLC14,103
0.0% of portfolio›$4.0M
Hennessy Advisors Inc12,500
0.1% of portfolio›$3.5M
Bank of New York Mellon Corp7,278
0.0% of portfolio›$2.1M
Citigroup Inc5,038
0.0% of portfolio›$1.4M
Creative Planning3,664
0.0% of portfolio›$1.0M
Baldwin Wealth Partners LLC3,006
0.1% of portfolio›$849.5K
Wealth Enhancement Advisory Services, LLC2,733
0.0% of portfolio›$794.2K
Barclays PLC2,706
0.0% of portfolio›$764.7K
Marble Harbor Investment Counsel, LLC1,755
0.0% of portfolio›$495.9K
Welch & Forbes LLC1,525
0.0% of portfolio›$431.0K
Commonwealth Equity Services, LLC1,492
0.0% of portfolio›$421.6K
Deutsche Bank Ag\1,349
0.0% of portfolio›$381.2K
Clean Yield Group1,245
0.1% of portfolio›$351.8K
First National Bank Sioux Falls1,178
0.1% of portfolio›$332.9K
Svrn Asset Management, LLC862
0.1% of portfolio›$243.6K
Flagship Wealth Advisors, LLC500
0.0% of portfolio›$141.3K
Pinnacle Wealth Planning Services, Inc.274
0.0% of portfolio›$77.4K
Fifth Third Bancorp153
0.0% of portfolio›$43.2K
US Bancorp \de\140
0.0% of portfolio›$39.6K
Parallel Advisors, LLC135
0.0% of portfolio›$38.2K
Contravisory Investment Management, Inc.125
0.0% of portfolio›$35.3K
Farther Finance Advisors, LLC119
0.0% of portfolio›$33.6K
State of Alaska, Department of Revenue91
0.0% of portfolio›$25
Gamma Investing LLC78
0.0% of portfolio›$22.0K
Rossby Financial, LCC46
0.0% of portfolio›$12.9K
Versant Capital Management, Inc45
0.0% of portfolio›$12.7K
Sterling Capital Management LLC33
0.0% of portfolio›$9.3K
EverSource Wealth Advisors, LLC31
0.0% of portfolio›$8.8K
Fortitude Family Office, LLC26
0.0% of portfolio›$7.3K
Nisa Investment Advisors, LLC23
0.0% of portfolio›$6.5K
SJS Investment Consulting Inc.22
0.0% of portfolio›$6.2K
IFP Advisors, Inc20
0.0% of portfolio›$5.7K
Parkside Financial Bank & Trust19
0.0% of portfolio›$5.4K
Allworth Financial LP19
0.0% of portfolio›$5.8K
Provenance Wealth Advisors, LLC15
0.0% of portfolio›$4.2K
Root Financial Partners, LLC14
0.0% of portfolio›$4.0K
Essential Partners LLC8
0.0% of portfolio›$2.3K
1620 Investment Advisors, Inc.8
0.0% of portfolio›$2.3K
Pension & Wealth Management Advisors, Inc.6
0.0% of portfolio›$1.7K
Signaturefd, LLC4
0.0% of portfolio›$1.1K
Hughes Financial Services, LLC4
0.0% of portfolio›$1.2K
PNC Financial Services Group, Inc.4
0.0% of portfolio›$1.1K
True Wealth Design, LLC3
0.0% of portfolio›$848
Larson Financial Group LLC2
0.0% of portfolio›$565
Covestor Ltd1
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Schwartz Investment Counsel Inc
81,797$23.1M0.8%GrowthMediumPlymouth, MI2026-10-26
Dimensional Fund Advisors LP
56,804$16.1M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
46,815$13.2M0.0%IndexVery LowBoston, MA2026-11-06
Russell Investments Group, Ltd.
14,868$4.2M0.0%CoreLowSeattle, WA2026-11-06
Lido Advisors, LLC
14,103$4.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Hennessy Advisors Inc
12,500$3.5M0.1%Deep ValueMediumNovato, CA2026-10-28
Bank of New York Mellon Corp
7,278$2.1M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
5,038$1.4M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
3,664$1.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Baldwin Wealth Partners LLC
3,006$849.5K0.1%GrowthLowMarion, MA2026-10-13
Wealth Enhancement Advisory Services, LLC
2,733$794.2K0.0%CoreLowPlymouth, MN2026-10-13
Barclays PLC
2,706$764.7K0.0%CoreMediumLondon, United Kingdom2026-11-06
Marble Harbor Investment Counsel, LLC
1,755$495.9K0.0%CoreVery LowBoston, MA2026-11-06
Welch & Forbes LLC
1,525$431.0K0.0%CoreVery LowBoston, MA2026-11-04
Commonwealth Equity Services, LLC
1,492$421.6K0.0%ETFLowWaltham, MA2026-11-02
Deutsche Bank Ag\
1,349$381.2K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Clean Yield Group
1,245$351.8K0.1%CoreLowNorwich, VT2026-10-28
First National Bank Sioux Falls
1,178$332.9K0.1%ETFVery LowSioux Falls, SD2026-10-13
Svrn Asset Management, LLC
862$243.6K0.1%ETFVery LowAustin, TX2026-11-02
Flagship Wealth Advisors, LLC
500$141.3K0.0%ETFLowWakefield, MA2026-11-03
Pinnacle Wealth Planning Services, Inc.
274$77.4K0.0%GARPLowMansfield, OH2026-10-27
Fifth Third Bancorp
153$43.2K0.0%IndexVery LowCincinnati, OH2026-11-05
US Bancorp \de\
140$39.6K0.0%IndexLowMinneapolis, MN2026-11-05
Parallel Advisors, LLC
135$38.2K0.0%IndexLowSan Francisco, CA2026-11-03
Contravisory Investment Management, Inc.
125$35.3K0.0%MomentumHighNorwell, MA2026-10-13
Farther Finance Advisors, LLC
119$33.6K0.0%IndexLowSan Francisco, CA2026-10-08
State of Alaska, Department of Revenue
91$250.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
78$22.0K0.0%IndexVery LowFoster City, CA2026-10-08
Rossby Financial, LCC
46$12.9K0.0%ETFMediumMelbourne, FL2026-11-05
Versant Capital Management, Inc
45$12.7K0.0%GARPLowPhoenix, AZ2026-10-02
Sterling Capital Management LLC
33$9.3K0.0%GARPMediumCharlotte, NC2026-10-22
EverSource Wealth Advisors, LLC
31$8.8K0.0%CoreMediumBirmingham, AL2026-11-04
Fortitude Family Office, LLC
26$7.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Nisa Investment Advisors, LLC
23$6.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
SJS Investment Consulting Inc.
22$6.2K0.0%ETFVery LowSylvania, OH2026-10-26
IFP Advisors, Inc
20$5.7K0.0%GrowthLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
19$5.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Allworth Financial LP
19$5.8K0.0%IndexLowFolsom, CA2026-11-06
Provenance Wealth Advisors, LLC
15$4.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Root Financial Partners, LLC
14$4.0K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
8$2.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
1620 Investment Advisors, Inc.
8$2.3K0.0%ValueLowPlymouth, MA2026-11-04
Pension & Wealth Management Advisors, Inc.
6$1.7K0.0%ETFLowWaltham, MA2026-10-16
Signaturefd, LLC
4$1.1K0.0%IndexLowAtlanta, GA2026-10-23
Hughes Financial Services, LLC
4$1.2K0.0%ETFLowHerndon, VA2026-10-30
PNC Financial Services Group, Inc.
4$1.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
True Wealth Design, LLC
3$8480.0%ETFMediumAkron, OH2026-10-13
Larson Financial Group LLC
2$5650.0%GrowthLowSt Louis, MO2026-11-05
Covestor Ltd
1$00.0%ValueHighLondon, United Kingdom2026-10-30