Position in HLI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,708,254
+$1,575,082 QoQ
Shares Held
64,924
+30.7% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#103
of 514 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Boston Partners holds $3,984,429,559 across 15 Capital Markets names. HLI ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
4,250,828 | $1,197,373,229 | |
| 2 | MS |
Morgan Stanley
|
4,685,095 | $979,372,257 | |
| 3 | GS |
Goldman Sachs Group Inc
|
949,277 | $960,070,277 | |
| 4 | SF |
Stifel Financial Corp
|
4,403,821 | $307,254,589 | |
| 5 | EVR |
Evercore Inc.
|
614,517 | $209,820,682 | |
| 6 | SCHW |
Schwab Charles Corp
|
998,920 | $92,170,346 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,087,760 | $85,933,000 | |
| 8 | BGC |
BGC Group, Inc.
|
7,226,432 | $77,250,557 |
All Filings in HLI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,708,254 | 64,924 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $7,133,172 | 49,667 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $7,652,165 | 43,930 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||