Position in HLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,946,836
+$684,534 QoQ
Shares Held
21,970
+39.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 514 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $1,609,298,882 across 39 Capital Markets names. HLI ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
655,492 | $662,944,944 | |
| 2 | MS |
Morgan Stanley
|
789,261 | $164,987,119 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
443,434 | $124,906,489 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,234,748 | $113,930,197 | |
| 5 | MRX |
Marex Group Ltd
|
1,291,337 | $78,706,989 | |
| 6 | EVR |
Evercore Inc.
|
197,638 | $67,481,518 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
668,269 | $67,014,015 | |
| 8 | LAZ |
Lazard, Inc.
|
1,542,057 | $64,673,870 |
All Filings in HLI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,946,836 | 21,970 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,262,302 | 15,752 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,349,350 | 24,969 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,194,596 | 25,300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,437,369 | 30,216 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,627,499 | 59,613 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,807,556 | 62,234 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,261,927 | 71,269 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,034,580 | 44,747 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,529,742 | 50,938 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,099,631 | 59,208 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,791,798 | 44,733 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,580,754 | 46,595 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,515,435 | 40,181 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,847,530 | 21,197 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $425,067 | 5,639 | Shares | Sole | 2022-11-02 | |
| 2022-03-31 | $693,356 | 7,897 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $792,445 | 7,655 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $237,802 | 2,582 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $219,769 | 2,687 | Shares | Sole | 2021-08-03 | |
| 2020-09-30 | $599,298 | 10,149 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $586,223 | 10,536 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $373,074 | 7,158 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||