Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$75,282,606
+$7,095,568 QoQ
Shares Held
561,266
+18.2% QoQ
Ownership
0.803%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $9,344,402,535 across 51 Capital Markets names. HLI ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,508,431 | $2,536,951,850 | |
| 2 | MS |
Morgan Stanley
|
9,205,421 | $1,924,301,199 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,090,710 | $1,207,879,801 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,708,980 | $845,069,614 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,517,212 | $553,266,013 | |
| 6 | EVR |
Evercore Inc.
|
1,602,673 | $547,216,665 | |
| 7 | PIPR |
Piper Sandler Companies
|
3,141,984 | $227,291,116 | |
| 8 | WULF |
Terawulf Inc.
|
7,107,793 | $175,562,486 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,282,606 | 561,266 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $68,187,038 | 474,774 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $132,551,793 | 760,961 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $169,907,429 | 827,525 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $152,352,863 | 846,640 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $147,935,935 | 916,012 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $180,814,962 | 1,041,201 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $73,867,395 | 467,456 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $46,887,448 | 347,675 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $36,405,317 | 283,995 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $19,510,314 | 162,708 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $12,783,486 | 119,338 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,707,002 | 68,223 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,491,504 | 85,627 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,519,989 | 86,278 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,473,416 | 72,611 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,273,112 | 54,138 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,017,769 | 57,150 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,588,846 | 82,968 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,022,532 | 76,249 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,321,046 | 52,831 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $3,495,299 | 52,553 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,658,676 | 39,546 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,624,878 | 27,517 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,569,214 | 28,203 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,953,118 | 56,660 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||