Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,880,953
-$1,058,725 QoQ
Shares Held
73,667
-3.3% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 514 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legal & General Group Plc holds $5,521,866,523 across 46 Capital Markets names. HLI ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,948,308 | $1,970,460,261 | |
| 2 | MS |
Morgan Stanley
|
7,494,442 | $1,566,638,155 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,403,634 | $867,673,308 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,240,596 | $425,246,966 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,286,593 | $199,025,053 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
283,459 | $79,844,729 | |
| 7 | IREN |
IREN Ltd
|
1,321,600 | $60,436,767 | |
| 8 | XP |
XP Inc.
|
2,806,911 | $45,640,371 |
All Filings in HLI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,880,953 | 73,667 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,939,678 | 76,171 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $15,016,744 | 86,209 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $21,752,626 | 105,945 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $19,994,602 | 111,112 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $17,802,306 | 110,231 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $18,227,526 | 104,961 | Shares | Defined | 2025-02-13 | |
| 2023-09-30 | $9,046,819 | 84,455 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,073,905 | 82,127 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,422,881 | 50,553 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,226,213 | 48,488 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,461,675 | 45,923 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,749,016 | 47,498 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $4,199,824 | 47,834 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,906,122 | 47,393 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,050,004 | 43,974 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,859,214 | 34,958 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,316,542 | 34,830 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,178,654 | 32,406 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,916,112 | 32,449 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,516,245 | 27,251 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,394,678 | 26,759 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||