Position in HLI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,766,173
-$23,481,870 QoQ
Shares Held
33,186
-79.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 26%
None 74%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $2,806,684,927 across 34 Capital Markets names. HLI ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
3,666,780 | $1,103,077,424 | |
| 2 | MS |
Morgan Stanley
|
3,922,709 | $645,560,217 | |
| 3 | GS |
Goldman Sachs Group Inc
|
671,586 | $568,155,038 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,074,704 | $194,980,680 | |
| 5 | LAZ |
Lazard, Inc.
|
1,431,358 | $60,804,087 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
713,962 | $49,477,566 | |
| 7 | EVR |
Evercore Inc.
|
127,872 | $38,171,070 | |
| 8 | PIPR |
Piper Sandler Companies
|
482,175 | $36,910,495 |
All Filings in HLI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,766,173 | 33,186 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $28,248,043 | 162,168 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $23,823,894 | 116,033 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,352,127 | 68,642 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,044,283 | 25,042 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,283,671 | 24,667 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,594,955 | 22,750 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,068,065 | 22,750 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,929,791 | 30,656 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,892,349 | 24,121 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,588,125 | 24,161 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,374,088 | 24,149 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,618,923 | 29,934 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,298,160 | 14,894 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,116,603 | 14,813 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $1,160,348 | 14,701 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,235,433 | 14,071 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,519,363 | 14,677 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,138,263 | 12,359 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $494,502 | 6,046 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $236,582 | 3,519 | Shares | Defined | 2021-02-16 | |
| 2020-06-30 | $2,108,700 | 37,899 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $212,441 | 4,076 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||