Position in HLI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$16,515,426
-$967,867 QoQ
Shares Held
123,130
+1.1% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#77
of 514 holders
Holding Since
Mar 2020
25 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. HLI ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,684,964 | $756,300,657 | |
| 2 | MS |
Morgan Stanley
|
2,836,822 | $593,009,270 | |
| 3 | GS |
Goldman Sachs Group Inc
|
341,329 | $345,209,910 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,741,997 | $253,004,061 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
864,507 | $86,692,761 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
2,669,062 | $73,078,916 | |
| 7 | SF |
Stifel Financial Corp
|
1,023,213 | $71,389,570 | |
| 8 | SNEX |
StoneX Group Inc.
|
677,814 | $53,547,305 |
All Filings in HLI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,515,426 | 123,130 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $17,483,293 | 121,733 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $20,396,951 | 117,096 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $24,762,207 | 120,603 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $21,985,031 | 122,173 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $20,093,345 | 124,417 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $21,343,855 | 122,906 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $19,451,471 | 123,095 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $23,511,626 | 174,341 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $25,145,750 | 196,160 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $25,922,862 | 216,186 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,519,247 | 23,518 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,596,750 | 16,242 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,928,716 | 22,045 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $2,245,677 | 25,765 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $545,298 | 7,234 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $624,573 | 7,913 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,100,782 | 69,485 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $10,005,622 | 96,654 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $912,250 | 9,905 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $655,383 | 8,013 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $734,403 | 11,042 | Shares | Defined | 2021-05-10 | |
| 2020-09-30 | $456,161 | 7,725 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $406,784 | 7,311 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $2,143,538 | 41,127 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||