Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,048,372
+$761,655 QoQ
Shares Held
22,727
+42.7% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#156
of 514 holders
Holding Since
Sep 2020
21 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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $595,399,083 across 35 Capital Markets names. HLI ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
157,357 | $159,146,149 | |
| 2 | MS |
Morgan Stanley
|
635,124 | $132,766,320 | |
| 3 | SCHW |
Schwab Charles Corp
|
892,865 | $82,384,653 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
401,312 | $40,243,567 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
254,223 | $22,127,569 | |
| 6 | EVR |
Evercore Inc.
|
52,315 | $17,862,433 | |
| 7 | SF |
Stifel Financial Corp
|
247,132 | $17,242,399 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
50,496 | $14,223,713 |
All Filings in HLI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,048,372 | 22,727 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,286,717 | 15,922 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,816,104 | 10,426 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,048,363 | 5,106 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $922,963 | 5,129 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $884,374 | 5,476 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $872,467 | 5,024 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $690,231 | 4,368 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $604,307 | 4,481 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $550,704 | 4,296 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $584,441 | 4,874 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $620,331 | 5,791 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $393,240 | 4,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $671,835 | 7,679 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $539,607 | 6,191 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $695,154 | 9,222 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $996,017 | 12,619 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $289,856 | 2,800 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $319,248 | 4,800 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $315,981 | 4,700 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $330,680 | 5,600 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||