S&P 500: 672.38 -1.3% NASDAQ 100: 599.75 -1.5% Dow Jones: 475.23 -1.0%

Henry Schein, Inc.

HSIC Healthcare
$77.6 $-2.57 (-3.21%)
Market Cap: $8.9 B
Gurus Holding
10
Popularity Rank
#465
% of Shares Held
1.74%
Net Activity (Q4 2025)
+$20.65 M

Guru Ownership Trend

Guru Analysis for Henry Schein, Inc. (HSIC)

Henry Schein, Inc. (HSIC), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $155.28 M.

Top institutional holders include Richard Pzena and David Einhorn.

Institutional sentiment is currently Bullish. This is evidenced by a $20.65 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 365.6%. Conversely, Paul Tudor Jones reduced exposure by 61.4%.

Key Holders

Top 5 by Value

$67.09 M
$35.47 M
$28.67 M
$6.73 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$38.39 M
Total Buy Value
New Buys 1
Additions 3
-$17.75 M
Total Sell Value
Reductions 6
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
7
Net Buyers
4

FAQs for Henry Schein, Inc. (HSIC)

Major holders include Richard Pzena ($67.09 M), David Einhorn ($35.47 M), Mario Gabelli ($28.67 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $20.65 M, with 4 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited HSIC. The total reported sell value was $17.75 M.

Yes, 1 managers opened new positions in HSIC, and 3 increased their existing holdings. The total reported buy value was $38.39 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.20% Reduce -4.1% 887,725 $67.09 M Q4 2025
1.24% New Buy 469,250 $35.47 M Q4 2025
0.28% Reduce -0.8% 379,396 $28.67 M Q4 2025
0.01% Reduce -61.4% 89,489 $6.76 M Q4 2025
1.38% Reduce -11.0% 89,000 $6.73 M Q4 2025
0.02% Add 365.6% 41,903 $3.17 M Q4 2025
0.06% Reduce -18.7% 17,038 $1.29 M Q4 2025
0.00% Add 12.9% 16,571 $1.25 M Q4 2025
0.00% Add 113.7% 7,413 $560,275 Q4 2025
0.00% Reduce -40.2% 3,188 $240,949 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form