Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,179
-$31,661 QoQ
Shares Held
143
-59.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#422
of 514 holders
Holding Since
Sep 2020
19 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, 2026BESSEMER GROUP INC holds $884,639,115 across 33 Capital Markets names. HLI ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,874,453 | $337,232,383 | |
| 2 | MS |
Morgan Stanley
|
1,227,982 | $256,697,352 | |
| 3 | TW |
Tradeweb Markets Inc.
|
1,603,992 | $159,853,838 | |
| 4 | SNEX |
StoneX Group Inc.
|
481,012 | $37,998,564 | |
| 5 | SCHW |
Schwab Charles Corp
|
273,968 | $25,279,024 | |
| 6 | MC |
Moelis & Co
|
247,502 | $16,190,073 | |
| 7 | PIPR |
Piper Sandler Companies
|
220,249 | $15,931,362 | |
| 8 | GS |
Goldman Sachs Group Inc
|
14,245 | $14,384,733 |
All Filings in HLI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,179 | 143 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $50,840 | 354 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $207,111 | 1,189 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $342,882 | 1,670 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $269,744 | 1,499 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $242,411 | 1,501 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $282,890 | 1,629 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $303,397 | 1,920 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $110,314 | 818 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $93,578 | 730 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $87,533 | 730 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $68,342 | 638 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $62,720 | 638 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $17,147 | 196 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $37,304 | 428 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $31,358 | 416 | Shares | Defined | 2022-11-09 | |
| 2021-03-31 | $70,766 | 1,064 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,832 | 57 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $6,436 | 109 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||