Position in HQL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$655,778
-$43,377 QoQ
Shares Held
40,306
-3.3% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in HQL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,341,614,829 across 284 Asset Management names. HQL ranks #173 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,948,494 | $224,057,322 | |
| 2 | BLK |
BlackRock, Inc.
|
115,577 | $111,151,553 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
2,447,859 | $99,064,851 | |
| 4 | TROW |
Price T Rowe Group Inc
|
771,208 | $69,516,687 | |
| 5 | ARCC |
Ares Capital Corp
|
2,638,719 | $47,549,713 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
858,339 | $30,419,533 | |
| 7 | AMP |
Ameriprise Financial Inc
|
61,117 | $27,160,394 | |
| 8 | APO |
Apollo Global Management, Inc.
|
242,468 | $27,015,782 |
All Filings in HQL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $655,778 | 40,306 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $699,155 | 41,666 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $329,261 | 21,229 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $268,740 | 20,979 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $286,362 | 22,566 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $371,833 | 28,341 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $255,802 | 16,963 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $279,333 | 19,713 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $330,404 | 24,241 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $381,806 | 28,366 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $621,205 | 49,816 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $730,158 | 53,926 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $813,874 | 58,426 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,090,105 | 76,714 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,010,990 | 74,011 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,061,999 | 74,631 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,231,187 | 74,437 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,412,424 | 73,449 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,513,990 | 72,788 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,572,666 | 73,352 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,476,357 | 74,904 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,767,526 | 89,495 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $311,938 | 17,744 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $332,743 | 18,527 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $313,770 | 20,946 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||