Happen, Inc. Common Stock — Institutional Ownership

Which tracked institutions hold HAPN, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

24
Funds holding
$401594732
Total value held
Buying
19 added/new · 5 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $208692765 10062332 +474545 +4.95%
2 Bank Of America Corp /De/ $30828931 1486448 +176824 +13.50%
3 Jpmorgan Chase & Co $28828221 1403804 +1098382 +359.63%
4 Northern Trust Corp $25542700 1231567 +215881 +21.25%
5 Morgan Stanley $23230423 1120078 +158319 +16.46%
6 Goldman Sachs Group Inc $17170501 827893 +9718 +1.19%
7 Ubs Group Ag $16357866 788711 +788711 NEW BUY
8 Federated Hermes, Inc. $11694539 563864 +563864 NEW BUY
9 Franklin Resources Inc $11034261 532028 -2675 -0.50%
10 Bank Of New York Mellon Corp $7765861 374439 +12241 +3.38%
11 Invesco Ltd. $6078562 293084 +293084 NEW BUY
12 Pnc Financial Services Group, Inc. $4988137 240508 +1989 +0.83%
13 Prudential Financial Inc $3028206 146008 +21660 +17.42%
14 Wells Fargo & Company/Mn $2112700 101866 +56035 +122.26%
15 Citigroup Inc $1834930 88473 +51780 +141.12%
16 Barclays Plc $1123548 54173 -2222 -3.94%
17 Stifel Financial Corp $421064 20302 +20302 NEW BUY
18 Bank Of Montreal /Can/ $373610 18014 +29 +0.16%
19 Sei Investments Co $325148 15677 -13956 -47.10%
20 Royal Bank Of Canada $86000 4157 +3473 +507.75%
21 Cullen/Frost Bankers, Inc. $39240 1892 +1892 NEW BUY
22 Us Bancorp \De\ $18417 888 -19 -2.09%
23 Fifth Third Bancorp $15659 755 -72873 -98.97%
24 Zions Bancorporation, National Association /Ut/ $3443 166 +166 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.