Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,632,862
-$118,713 QoQ
Shares Held
49,451
+5.2% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#114
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,258,529,030 across 34 Capital Markets names. HLI ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,652,591 | $345,457,619 | |
| 2 | GS |
Goldman Sachs Group Inc
|
323,806 | $327,487,671 | |
| 3 | SF |
Stifel Financial Corp
|
3,886,981 | $271,194,663 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,104,683 | $101,929,097 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
628,812 | $54,731,794 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
162,530 | $45,781,447 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
207,821 | $20,840,288 | |
| 8 | CLSK |
Cleanspark, Inc.
|
839,123 | $12,209,239 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,632,862 | 49,451 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,751,575 | 47,010 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,721,615 | 73,033 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,672,188 | 81,201 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $14,507,027 | 80,617 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,230,249 | 88,113 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,354,081 | 94,173 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,188,299 | 89,788 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,497,257 | 63,008 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,288,507 | 64,658 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,847,748 | 65,447 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $6,814,437 | 63,615 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,646,639 | 67,609 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,010,474 | 68,699 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,897,954 | 56,195 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,389,828 | 58,236 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,815,044 | 61,004 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,557,651 | 63,299 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,640,703 | 64,149 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,250,019 | 78,719 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,494,289 | 79,402 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,012,659 | 75,367 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,399,374 | 80,312 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,701,086 | 79,612 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,504,446 | 80,957 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,815,286 | 73,202 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||