Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,563,553
-$2,154,481 QoQ
Shares Held
11,657
-55.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 517 holders
Holding Since
Dec 2021
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, 2026Ensign Peak Advisors, Inc holds $1,092,794,785 across 27 Capital Markets names. HLI ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,808,366 | $378,020,828 | |
| 2 | GS |
Goldman Sachs Group Inc
|
319,513 | $323,145,862 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,277,340 | $210,130,161 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
512,637 | $51,407,238 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
515,965 | $44,909,593 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
86,043 | $24,236,592 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
395,780 | $19,781,084 | |
| 8 | EVR |
Evercore Inc.
|
38,512 | $13,149,537 |
All Filings in HLI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,563,553 | 11,657 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,718,034 | 25,888 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,508,534 | 20,142 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,006,841 | 29,256 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,813,986 | 37,866 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,553,016 | 34,384 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,536,628 | 31,882 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,171,095 | 26,396 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,033,810 | 22,496 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,736,225 | 29,146 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,507,967 | 29,255 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,962,617 | 27,657 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,274,097 | 12,960 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,266,855 | 14,480 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,029,359 | 11,810 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $730,432 | 9,690 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,326,418 | 16,805 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,013,212 | 11,540 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $268,634 | 2,595 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||