Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$110,711,705
+$21,133,614 QoQ
Shares Held
825,406
+32.3% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $8,384,808,686 across 59 Capital Markets names. HLI ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
13,906,759 | $2,907,068,900 | |
| 2 | SCHW |
Schwab Charles Corp
|
12,649,537 | $1,167,172,776 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
6,579,864 | $659,828,759 | |
| 4 | IREN |
IREN Ltd
|
12,518,530 | $572,472,376 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,695,954 | $477,716,321 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,156,847 | $361,811,961 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
2,881,938 | $180,495,775 | |
| 8 | FUTU |
Futu Holdings Ltd
|
1,753,961 | $164,416,303 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,711,705 | 825,406 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $89,578,091 | 623,716 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $94,909,509 | 544,862 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $92,888,614 | 452,409 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $86,683,713 | 481,710 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $67,142,494 | 415,743 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $68,281,374 | 393,190 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $62,058,403 | 392,725 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $46,329,669 | 343,539 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $43,071,839 | 336,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $43,120,953 | 359,611 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $40,064,164 | 374,012 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $38,576,056 | 392,392 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $37,929,276 | 433,527 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $26,430,397 | 303,240 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $24,981,760 | 331,411 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $37,663,578 | 477,177 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $47,336,753 | 539,143 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $43,844,963 | 423,541 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $57,392,574 | 623,155 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $50,280,974 | 614,757 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $42,202,655 | 634,531 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $54,973,499 | 817,693 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $38,469,597 | 651,475 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $49,786,059 | 894,789 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $51,207,690 | 982,496 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||