Holley Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:HLLY Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Sep 25	SellUS$5,523,000	Sentinel Capital Partners, L.L.C.	Company	2,100,000	US$2.63
10 Sep 25	SellUS$36,820,000	Sentinel Capital Partners, L.L.C.	Company	14,000,000	US$2.63
20 Mar 25	SellUS$1,981,254	Sentinel Capital Partners, L.L.C.	Company	802,127	US$2.47
16 Dec 24	SellUS$5,230,068	Sentinel Capital Partners, L.L.C.	Company	1,743,356	US$3.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HLLY?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	20,040	0.0166%
Individual Insiders	5,083,307	4.22%
General Public	22,362,678	18.6%
VC/PE Firms	34,950,183	29%
Institutions	58,083,453	48.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 75.22% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20.5%	Sentinel Capital Partners, L.L.C.	24,654,834	US$72.6m	-49.9%	100.0%
8.81%	Allspring Global Investments, LLC	10,613,820	US$31.2m	2.67%	0.05%
8.54%	MidOcean US Advisor, LP	10,295,349	US$30.3m	0%	100.0%
4.7%	Kayne Anderson Rudnick Investment Management, LLC	5,659,675	US$16.7m	-27.5%	0.04%
3.99%	Boston Partners Global Investors, Inc.	4,807,536	US$14.1m	84.8%	0.01%
3.41%	Blue Owl Capital Inc.	4,112,361	US$12.1m	-22.7%	8.02%
2.99%	BlackRock, Inc.	3,600,263	US$10.6m	11.6%	no data
2.96%	The Vanguard Group, Inc.	3,566,888	US$10.5m	8.41%	no data
2.7%	Baron Capital Group, Inc.	3,250,000	US$9.6m	-18.8%	0.02%
2.56%	Matthew Stevenson	3,080,029	US$9.1m	39.1%	no data
2.28%	Clearlake Capital Group, L.P.	2,750,000	US$8.1m	0%	0.8%
1.33%	Dimensional Fund Advisors LP	1,600,708	US$4.7m	18.6%	no data
1.2%	Managed Account Advisors LLC	1,450,274	US$4.3m	3.22%	no data
1.12%	Skylands Capital, LLC	1,350,982	US$4.0m	15.4%	0.55%
1.1%	Geode Capital Management, LLC	1,320,321	US$3.9m	9%	no data
1.04%	Putnam LLC	1,247,606	US$3.7m	146%	no data
0.91%	State Street Global Advisors, Inc.	1,097,230	US$3.2m	0.1%	no data
0.89%	Russell Investment Management, LLC	1,072,720	US$3.2m	16.5%	no data
0.86%	Matthew Rubel	1,038,938	US$3.1m	-13.5%	no data
0.73%	Bridgeway Capital Management, LLC	883,502	US$2.6m	0.7%	0.04%
0.7%	Millennium Management LLC	837,656	US$2.5m	279%	no data
0.66%	Wells Fargo & Company	796,307	US$2.3m	-0.7%	no data
0.46%	Mink Brook Asset Management LLC	551,738	US$1.6m	0%	1.3%
0.43%	Charles Schwab Investment Management, Inc.	514,658	US$1.5m	0%	no data
0.4%	Northern Trust Global Investments	483,514	US$1.4m	12.3%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/10/12 05:07
End of Day Share Price	2025/10/10 00:00
Earnings	2025/06/29
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Holley Inc. is covered by 10 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Michael Albanese	Benchmark Company
John Lawrence	Benchmark Company
Alexander Perry	BofA Global Research