Ownership Summary
A total of 8 institutions have reported a stake in Helport AI Ltd (NASDAQ:HPAI) as of September 2025, according to recent 13F filings with the SEC.
- These investors collectively held 0.7% of the company's total shares outstanding in September 2025, up from 0.5% in June 2025.
- The company experienced a 31.62% quarterly change in institutional shares held, alongside an increase of 14.29% in total owners annually.
- During the quarter, 3 institutions bought more Helport AI shares, 3 sold shares, and 2 of the 8 total investors held their position steady.
- This class of investors increased its holdings in Helport AI to 259.39K shares for the 13F-cycle ending September 2025, up by 62.31K shares quarter on quarter, and up 149.35K shares year over year.
- UBS Group AG's holding of 65.40K shares as of September 30, 2025 makes it the primary institutional investor in Helport AI, owning 0.18% of the stock.
- Among the most significant buyers of Helport AI during September 2025 were Polar Asset Management Partners Inc. (29.15K), UBS Group AG (23.98K), Radcliffe Capital Management, L.P. (10.51K).
- Leading sellers of Helport AI stock in September 2025 included STATE STREET CORP (1.29K), BANK OF AMERICA CORP /DE/ (22), SBI Securities Co., Ltd. (20).
- The top 8 institutional holders of Helport AI for the quarter ending September 2025 included UBS Group AG (65.40K), STATE STREET CORP (58.62K), Polar Asset Management Partners Inc. (58.30K), HIGHBRIDGE CAPITAL MANAGEMENT LLC (37.38K), D. E. Shaw & Co., Inc. (29.15K), Radcliffe Capital Management, L.P. (10.51K), SBI Securities Co., Ltd. (21), BANK OF AMERICA CORP /DE/ (2).