Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,694,867
-$2,410,652 QoQ
Shares Held
94,646
-10.0% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 69%
None 31%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $6,805,114,739 across 38 Capital Markets names. HLI ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,101,563 | $2,947,790,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,407,422 | $1,423,424,385 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,530,896 | $1,156,225,772 | |
| 4 | HUT |
Hut 8 Corp.
|
1,805,197 | $208,400,965 | |
| 5 | MC |
Moelis & Co
|
2,344,828 | $153,398,644 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
1,223,763 | $122,718,951 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,371,951 | $108,384,128 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
3,185,945 | $87,231,173 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,694,867 | 94,646 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $15,105,519 | 105,177 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,162,688 | 201,864 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $21,479,139 | 104,613 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $88,120,973 | 489,697 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $96,136,911 | 595,275 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $134,202,535 | 772,789 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $110,491,215 | 699,223 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $117,847,543 | 873,851 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $116,167,825 | 906,216 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $138,849,422 | 1,157,947 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $117,664,247 | 1,098,434 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $94,460,473 | 960,843 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $83,557,146 | 955,048 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $65,545,450 | 752,013 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $73,808,776 | 979,156 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $74,356,399 | 942,055 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $72,111,806 | 821,319 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $100,421,954 | 970,073 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $108,070,874 | 1,173,408 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $110,070,772 | 1,345,773 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $90,680,930 | 1,363,418 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $56,548,429 | 841,119 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $46,916,818 | 794,527 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $81,487,003 | 1,464,540 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $89,581,612 | 1,718,757 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||