HAWKINS INC HWKN
COM · Common Stock · CUSIP 420261109
- SectorIndustrials
- IndustryWholesale-Chemicals & Allied Products
- HeadquartersRoseville, MN
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.7m this quarter). Holder counts are more reliable. Shares outstanding: 20.9m as of 2025-07-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $142.13. Options: 7 managers hold calls ($1.7m notional), 2 hold puts ($184.7k).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 148 |
| Q4 2022 | 149 |
| Q1 2023 | 154 |
| Q2 2023 | 163 |
| Q3 2023 | 200 |
| Q4 2023 | 214 |
| Q1 2024 | 219 |
| Q2 2024 | 234 |
| Q3 2024 | 265 |
| Q4 2024 | 277 |
| Q1 2025 | 260 |
| Q2 2025 | 299 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 106 | 62 |
| Q4 2023 | 88 | 99 |
| Q1 2024 | 100 | 99 |
| Q2 2024 | 100 | 112 |
| Q3 2024 | 121 | 119 |
| Q4 2024 | 127 | 124 |
| Q1 2025 | 114 | 134 |
| Q2 2025 | 152 | 116 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.5m | $330.7k | 0.22 |
| Q4 2024 | $1.2m | $368.0k | 0.32 |
| Q1 2025 | $1.0m | $74.1k | 0.07 |
| Q2 2025 | $1.7m | $184.7k | 0.11 |
Biggest buyers
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Added | +123.0k |
| OP Asset Management Ltd | New | +119.9k |
| CONGRESS ASSET MANAGEMENT CO | New | +119.3k |
| Invesco Ltd. | Added | +94.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Added | +84.7k |
| LORD, ABBETT & CO. LLC | New | +53.8k |
| Capital World Investors | New | +49.5k |
| SEGALL BRYANT & HAMILL, LLC | Added | +48.6k |
| Montanaro Asset Management Ltd | Added | +44.1k |
| BESSEMER GROUP INC | Added | +39.8k |
Biggest sellers
| WESTWOOD HOLDINGS GROUP INC | Reduced | -214.4k |
| BlackRock, Inc. | Reduced | -122.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -93.1k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -71.8k |
| STATE STREET CORP | Reduced | -53.7k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -51.8k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -51.7k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -38.9k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -37.2k |
| JANUS HENDERSON GROUP PLC | Reduced | -35.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $696.3k4.9k shares |
| CITADEL ADVISORS LLC | Reduced | $568.4k4.0k shares |
| JANE STREET GROUP, LLC | New | $284.2k2.0k shares |
| Belvedere Trading LLC | New | $99.5k700 shares |
| GROUP ONE TRADING LLC | Reduced | $56.8k400 shares |
| SIMPLEX TRADING, LLC | Reduced | $14.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Belvedere Trading LLC | New | $184.7k1.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.0 pts · filed 2026-01-21 | 15.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution +1.8 pts · filed 2026-05-14 | 7.3% |
| STATE STREET CORP 13G · institution +0.1 pts · filed 2026-08-07 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 1 | $966.2k | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 3.0m $425.3m | Reduced -122.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.5m $207.9m | Added +6.3k |
| STATE STREET CORP 0.01% of their portfolio | 949.1k $134.9m | Reduced -53.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 608.9k $86.5m | Reduced -51.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 478.3k $68.0m | Added +5.1k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.63% of their portfolio | 473.8k $67.3m | Added +123.0k |
| WESTWOOD HOLDINGS GROUP INC 0.39% of their portfolio | 384.6k $54.7m | Reduced -214.4k |
| WASATCH ADVISORS LP 0.28% of their portfolio | 379.4k $53.9m | Reduced -19.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.16% of their portfolio | 314.8k $44.7m | Reduced -336 |
| BOWEN HANES & CO INC 1.10% of their portfolio | 307.2k $43.6m | Unchanged |
| Invesco Ltd. 0.01% of their portfolio | 282.3k $40.1m | Added +94.5k |
| MORGAN STANLEY 0.00% of their portfolio | 243.2k $34.6m | Added +17.0k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 240.9k $34.2m | Reduced -3.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 227.7k $32.4m | Reduced -5.0k |
| FMR LLC 0.00% of their portfolio | 225.3k $32.0m | Reduced -34.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 221.9k $31.5m | Reduced -3.9k |
| GW&K Investment Management, LLC 0.25% of their portfolio | 199.1k $28.3m | Reduced -21.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 181.3k $25.8m | Reduced -38.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 149.4k $21.2m | Added +84.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 148.2k $21.1m | Added +558 |
| BESSEMER GROUP INC 0.03% of their portfolio | 134.1k $19.1m | Added +39.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 122.0k $17.3m | Reduced -8.6k |
| OP Asset Management Ltd 0.24% of their portfolio | 119.9k $17.0m | New |
| CONGRESS ASSET MANAGEMENT CO 0.12% of their portfolio | 119.3k $17.0m | New |
| ROYCE & ASSOCIATES LP 0.17% of their portfolio | 118.9k $16.9m | Added +4.1k |
| SEGALL BRYANT & HAMILL, LLC 0.22% of their portfolio | 112.4k $16.0m | Added +48.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 100.6k $14.3m | Reduced -1.2k |
| De Lisle Partners LLP 1.95% of their portfolio | 97.4k $13.8m | Unchanged |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 96.9k $13.8m | Added +269 |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.06% of their portfolio | 95.2k $13.5m | Reduced -96 |
| Aptus Capital Advisors, LLC 0.13% of their portfolio | 91.2k $13.0m | Added +8.1k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.31% of their portfolio | 90.9k $12.9m | Reduced -2.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 86.9k $12.3m | Reduced -16.1k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 84.7k $12.0m | Added +487 |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 83.2k $11.8m | Added +25.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 75.2k $10.7m | Added +22.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 72.5k $10.3m | Reduced -37.2k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 72.4k $10.3m | Added +15.9k |
| Berger Financial Group, Inc 0.65% of their portfolio | 70.0k $10.0m | Unchanged |
| Cerity Partners LLC 0.02% of their portfolio | 66.5k $9.4m | Reduced -10.4k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 64.6k $9.2m | Added +4.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 61.3k $8.7m | Reduced -51.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 60.7k $8.6m | Added +17.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 59.1k $8.4m | Added +1.9k |
| Montanaro Asset Management Ltd 2.17% of their portfolio | 59.1k $8.4m | Added +44.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 56.3k $8.0m | Reduced -93.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 54.6k $7.8m | Reduced -33.4k |
| Legal & General Group Plc 0.00% of their portfolio | 54.1k $7.7m | Added +288 |
| LORD, ABBETT & CO. LLC 0.02% of their portfolio | 53.8k $7.6m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 53.4k $7.6m | Added +2.2k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 51.8k $7.5m | Added +6.2k |
| US BANCORP \DE\ 0.01% of their portfolio | 49.5k $7.0m | Reduced -430 |
| Capital World Investors 0.00% of their portfolio | 49.5k $7.0m | New |
| GAMCO INVESTORS, INC. ET AL 0.07% of their portfolio | 46.9k $6.7m | Reduced -50 |
| OBERWEIS ASSET MANAGEMENT INC/ 0.28% of their portfolio | 45.7k $6.5m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 42.7k $6.1m | Added +11.3k |
| Nuveen, LLC 0.00% of their portfolio | 42.4k $6.0m | Reduced -7.4k |
| NorthRock Partners, LLC 0.15% of their portfolio | 41.5k $5.9m | Reduced -4.9k |
| Swiss National Bank 0.00% of their portfolio | 38.0k $5.4m | Reduced -500 |
| GABELLI FUNDS LLC 0.04% of their portfolio | 35.6k $5.1m | Unchanged |
| Uniplan Investment Counsel, Inc. 0.48% of their portfolio | 33.3k $4.7m | Reduced -2.7k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 32.3k $4.6m | New |
| MARTIN & CO INC /TN/ 0.83% of their portfolio | 31.8k $4.5m | Unchanged |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.31% of their portfolio | 31.4k $4.5m | Added +345 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 29.5k $4.2m | Reduced -8.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 28.9k $4.1m | Added +13.1k |
| Kopp Family Office, LLC 2.64% of their portfolio | 28.7k $4.1m | Added +13.8k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.21% of their portfolio | 27.2k $3.9m | Reduced -3.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 26.1k $3.7m | Added +20.4k |
| Annex Advisory Services, LLC 0.09% of their portfolio | 25.3k $3.6m | Added +1.0k |
| CW Advisors, LLC 0.03% of their portfolio | 24.9k $3.5m | New |
| CHOREO, LLC 0.05% of their portfolio | 24.8k $3.5m | Added +699 |
| EFG Asset Management (North America) Corp. 0.49% of their portfolio | 24.3k $3.5m | Reduced -4.3k |
| UBS Group AG 0.00% of their portfolio | 24.1k $3.4m | Reduced -1.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 23.5k $3.3m | Reduced -5.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 21.0k $3.0m | Added +76 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 20.8k $3.0m | Added +500 |
| Squarepoint Ops LLC 0.01% of their portfolio | 20.7k $2.9m | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 19.9k $2.5m | Added +1.2k |
| WESBANCO BANK INC 0.08% of their portfolio | 18.4k $2.6m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 18.3k $2.6m | Added +224 |
| CITIGROUP INC 0.00% of their portfolio | 18.0k $2.6m | Reduced -10.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 17.8k $2.5m | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 17.7k $2.5m | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 16.6k $2.4m | Reduced -22.9k |
| Jump Financial, LLC 0.03% of their portfolio | 16.6k $2.4m | New |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 15.9k $2.3m | Reduced -3.9k |
| Van Hulzen Asset Management, LLC 0.19% of their portfolio | 15.7k $2.2m | Reduced -1.9k |
| Quantbot Technologies LP 0.06% of their portfolio | 15.3k $2.2m | Added +14.8k |
| Verition Fund Management LLC 0.01% of their portfolio | 15.3k $2.2m | Added +11.4k |
| JOHNSON INVESTMENT COUNSEL INC 0.02% of their portfolio | 15.0k $2.1m | Reduced -4.4k |
| Farther Finance Advisors, LLC 0.04% of their portfolio | 14.9k $2.1m | Reduced -915 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 14.9k $2.1m | Added +2.5k |
| Oliver Luxxe Assets LLC 0.37% of their portfolio | 14.7k $2.1m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 14.4k $2.0m | Reduced -1.8k |
| ANCHOR CAPITAL ADVISORS LLC 0.06% of their portfolio | 14.1k $2.0m | Reduced -443 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 13.8k $2.0m | Added +4.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 13.7k $1.9m | Reduced -10.4k |
| Quantinno Capital Management LP 0.01% of their portfolio | 13.6k $1.9m | Added +124 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 13.5k $1.9m | Unchanged |