Position in HGBL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$61,956
+$11,820 QoQ
Shares Held
51,204
+38.9% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 36 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGBL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NORTHERN TRUST CORP holds $9,804,329,293 across 60 Capital Markets names. HGBL ranks #56 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,052,734 | $3,087,443,582 | |
| 2 | MS |
Morgan Stanley
|
12,514,426 | $2,616,015,606 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,952,492 | $1,471,936,432 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,470,972 | $648,909,068 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,605,708 | $313,840,819 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
508,634 | $143,272,021 | |
| 7 | EVR |
Evercore Inc.
|
353,320 | $120,637,578 | |
| 8 | SF |
Stifel Financial Corp
|
1,534,041 | $107,030,038 |
All Filings in HGBL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,956 | 51,204 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $50,136 | 36,865 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $45,712 | 36,865 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $61,195 | 36,865 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $128,089 | 57,698 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $125,781 | 57,698 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $106,741 | 57,698 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $98,696 | 58,057 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $157,639 | 64,081 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $169,292 | 64,126 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $179,237 | 64,474 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $161,665 | 51,816 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $176,134 | 48,656 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $108,316 | 46,092 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $74,208 | 46,092 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $69,138 | 46,092 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $62,224 | 46,092 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $86,192 | 46,092 | Shares | Defined | 2022-02-08 | |
| 2021-06-30 | $116,612 | 46,092 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $131,362 | 46,092 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $122,224 | 45,949 | Shares | Defined | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||