Harmony Gold Mng-spon Adr (HMY) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: -$128.7M

HMY ranks #2611 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

HMY is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

HMY is a top-conviction position for Mountaineer Partners Management, LLC — at 7.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in HMY belongs to Van Eck Associates CORP, but the position matters far more to Mountaineer Partners Management, LLC, who has 7.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

UBS Group AG has added to its HMY position for two straight quarters, increasing it by $10.5M to reach $14.7M today.

Van Eck Associates CORP has trimmed its HMY position for two straight quarters, cutting it by $215.5M while still holding $453.4M.

HMY is down 2.9% today, and institutions have been net sellers of $128.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

HMY closed its latest fiscal year with net income of $14.5B.

• Profitable — net income of $14.5B in the latest fiscal year
• Revenue grew 20.4% year over year
• Net income improved year over year, from $8.7B to $14.5B
• Current ratio of 1.72x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.09x equity — within a conventional range