Friedman Industries Inc: which funds bought and sold

Institutions that bought and sold Friedman Industries shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 44 institutions that filed 13F reports for both quarters added to or opened positions in Friedman Industries, and 28 cut or closed them. Together they added a net 102K shares, +2.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2,862 shares (−0.4%); index fund managers were net buyers of 119K shares (+11.7%). 21 opened a new position and 4 sold out entirely.

Bought, Q2 2026 44 institutions, 21 of them new holders Sold, Q2 2026 28 institutions, 4 of them sold out

Net change, all compared +102K shares (+2.7%)

Net change, active managers −2,862 shares (−0.4%), 7 bought, 7 sold

Buyers versus sellers

institutions compared, 84

44 bought 12 28 sold

Active managers and hedge funds 7 bought · 7 sold · −2,862

Index fund managers 7 bought · 2 sold · +119K

Other institutions 30 bought · 19 sold · −14K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+66K +20.2%	395K	$12.7M
Informed Momentum Co LLC	+31K New position	31K	$998,867
Walleye Capital LLC Hedge fund	+26K New position	26K	$835,682
Goldman Sachs Group Inc	+23K +85.9%	50K	$1.6M
Acadian Asset Management LLC Active manager	+22K +19.2%	140K	$4.5M
Quadrature Capital Ltd Hedge fund	+22K New position	22K	$717,517
Sei Investments Co	+19K New position	19K	$623,745
Bank Of America Corp	+19K +190.2%	29K	$933,896
Arax Advisory Partners	+17K New position	17K	$554,590
Vanguard Capital Management LLC Index funds	+17K +6.0%	306K	$9.8M
State Street Corp Index funds	+14K +17.0%	97K	$3.1M
Geode Capital Management, LLC Index funds	+13K +8.4%	173K	$5.6M
Captrust Financial Advisors	+12K New position	12K	$377,302
LPL Financial LLC	+11K New position	11K	$370,005
Nuveen, LLC	+9,607 New position	9,607	$309,153
55 North Private Wealth, LLC	+8,900 New position	8,900	$286,402
Juncture Wealth Strategies, LLC	+8,391 New position	8,391	$270,022
Vanguard Portfolio Management LLC Index funds	+6,993 +18.0%	46K	$1.5M
Brevan Howard Capital Management LP Hedge fund	+6,935 New position	6,935	$223,168
AQR Capital Management LLC Hedge fund	+6,929 New position	6,929	$222,975

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Walleye Capital LLC Hedge fund	+26K New position	26K	$835,682
Acadian Asset Management LLC Active manager	+22K +19.2%	140K	$4.5M
Quadrature Capital Ltd Hedge fund	+22K New position	22K	$717,517
Brevan Howard Capital Management LP Hedge fund	+6,935 New position	6,935	$223,168
AQR Capital Management LLC Hedge fund	+6,929 New position	6,929	$222,975
Centiva Capital, LP Hedge fund	+6,679 New position	6,679	$214,930
Federated Hermes, Inc. Active manager	+313 New position	313	$10,072

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Mink Brook Asset Management LLC	−79K −48.3%	84K	$2.7M
Bridgeway Capital Management, LLC Active manager	−34K −28.4%	86K	$2.8M
Truffle Hound Capital, LLC	−33K −22.3%	117K	$3.8M
Renaissance Technologies LLC Hedge fund	−33K −10.1%	298K	$9.6M
Corient Private Wealth LP	−26K Sold out	0	—
Callahan Advisors, LLC	−21K −41.0%	30K	$959,575
De Lisle Partners LLP	−15K −3.6%	405K	$12.9M
LSV Asset Management Active manager	−9,815 Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−8,771 −19.4%	36K	$1.2M
Citadel Advisors LLC Hedge fund	−7,771 −30.3%	18K	$575,282
Morgan Stanley	−5,452 −5.6%	91K	$2.9M
Newedge Advisors, LLC	−4,916 −40.3%	7,281	$234,308
Wells Fargo & Company	−4,667 −37.7%	7,706	$247,972
Northern Trust Corp Index funds	−3,586 −6.3%	54K	$1.7M
Jpmorgan Chase & Co	−2,058 −36.8%	3,528	$114,413
Ritholtz Wealth Management	−1,536 −5.6%	26K	$826,298
Tower Research Capital LLC (TRC)	−919 −47.3%	1,023	$32,920
UBS Group AG	−889 −10.9%	7,272	$234,013
Barclays PLC	−672 −16.2%	3,472	$111,728
State Of Wyoming	−594 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Bridgeway Capital Management, LLC Active manager	−34K −28.4%	86K	$2.8M
Renaissance Technologies LLC Hedge fund	−33K −10.1%	298K	$9.6M
LSV Asset Management Active manager	−9,815 Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−8,771 −19.4%	36K	$1.2M
Citadel Advisors LLC Hedge fund	−7,771 −30.3%	18K	$575,282
Squarepoint Ops LLC Hedge fund	−571 −3.1%	18K	$567,559
FMR LLC Active manager	−49 −5.1%	904	$29,103

New positions

largest by value

Institution	Shares	Value June 30, 2026
Informed Momentum Co LLC	31K	$998,867
Walleye Capital LLCHedge fund	26K	$835,682
Quadrature Capital LtdHedge fund	22K	$717,517
Sei Investments Co	19K	$623,745
Arax Advisory Partners	17K	$554,590
Captrust Financial Advisors	12K	$377,302
LPL Financial LLC	11K	$370,005
Nuveen, LLC	9,607	$309,153
55 North Private Wealth, LLC	8,900	$286,402
Juncture Wealth Strategies, LLC	8,391	$270,022

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Corient Private Wealth LP	26K	$465,274
LSV Asset ManagementActive manager	9,815	$174,000
State Of Wyoming	594	$10,526
Mai Capital Management	1	$18

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 80
Ten largest holders: 73.5%
Index fund managers: 29.6%
Active managers and hedge funds: 17.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	7	7	6	1	−2,862	−0.4%
Index fund managers	7	2	0	0	+119K	+11.7%
Other institutions	30	19	15	3	−14K	−0.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Friedman Industries.

Only managers that filed a holdings report for both quarters are compared (84 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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