HarborOne Bancorp Ownership

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

Recent Insider Transactions

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 HONE?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,296,254	3.14%
Employee Share Scheme	4,400,429	10.7%
General Public	10,141,672	24.5%
Institutions	25,475,849	61.7%

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

Top Shareholders

Top 25 shareholders own 65.56% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.5%	T. Rowe Price Group, Inc.	5,574,262	US$66.8m	-5.64%	0.01%
10.7%	Harborone Bank Employee Stock Ownership Trust	4,400,429	US$52.8m	0%	no data
8.55%	BlackRock, Inc.	3,531,642	US$42.3m	0.62%	no data
6.16%	Dimensional Fund Advisors LP	2,545,192	US$30.5m	3.39%	no data
5.27%	AllianceBernstein L.P.	2,178,184	US$26.1m	-11.5%	0.01%
5.26%	The Vanguard Group, Inc.	2,172,603	US$26.0m	-8%	no data
2.87%	State Street Global Advisors, Inc.	1,184,883	US$14.2m	-5.4%	no data
2.21%	Geode Capital Management, LLC	911,619	US$10.9m	-1.4%	no data
1.04%	Renaissance Technologies LLC	431,141	US$5.2m	11.3%	0.01%
1.03%	Joseph Casey	424,732	US$5.1m	0%	no data
0.86%	Royce & Associates, LP	354,844	US$4.3m	-1.39%	0.04%
0.86%	American Century Investment Management Inc	353,256	US$4.2m	1.38%	no data
0.84%	Bridgeway Capital Management, LLC	347,980	US$4.2m	3.51%	0.07%
0.84%	Northern Trust Global Investments	345,335	US$4.1m	-4.03%	no data
0.77%	Charles Schwab Investment Management, Inc.	317,044	US$3.8m	-0.05%	no data
0.63%	Victory Capital Management Inc.	262,172	US$3.1m	-0.79%	no data
0.63%	Arrowstreet Capital, Limited Partnership	260,411	US$3.1m	350%	no data
0.54%	Morgan Stanley, Investment Banking and Brokerage Investments	221,161	US$2.7m	132%	no data
0.49%	Mason Street Advisors, LLC	203,835	US$2.4m	-3.64%	0.01%
0.48%	Jacobs Levy Equity Management Inc	199,702	US$2.4m	0.65%	0.01%
0.45%	New Jersey Division of Investment	185,392	US$2.2m	0%	0.01%
0.45%	BNY Asset Management	185,119	US$2.2m	-14.4%	no data
0.44%	Goldman Sachs Group, Investment Banking and Securities Investments	181,563	US$2.2m	65.7%	no data
0.42%	Goldman Sachs Asset Management, L.P.	173,663	US$2.1m	0.13%	no data
0.34%	David Frenette	140,182	US$1.7m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 08:14
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

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 .

Analyst Sources

HarborOne Bancorp, Inc. is covered by 6 analysts. 4 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
David Bishop	D.A. Davidson & Co.
Jacob Civiello	Janney Montgomery Scott LLC
Mark Fitzgibbon	Piper Sandler Companies