This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HLI/capital-change-brief"
Use Arkolith's capital_change_brief for HLI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $758.4M | 5.3M | ▲+0.8% Added · +39K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $399.0M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $379.5M | 2.6M | ▼−4.7% Reduced · −131K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $347.5M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 5 | EARNEST PARTNERS LLC | $320.1M | 2.2M | ▼−2.7% Reduced · −63K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $251.6M | 1.8M | ▲+2.8% Added · +48K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $243.2M | 1.7M | ▼−0.6% Reduced · −10K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $228.6M | 1.6M | ▲+189% Added · +1.0M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $194.1M | 1.4M | ▼−4.7% Reduced · −67K sh | Q1 2026 | |
| 10 | BANK OF MONTREAL /CAN/ | $165.1M | 1.1M | ▼−4.2% Reduced · −50K sh | Q1 2026 | |
| 11 | Mayflower Financial Advisors, LLC | Withheld | 1.1M | —Held | Q2 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $136.6M | 951K | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 13 | FMR LLC | $122.9M | 856K | ▼−24% Reduced · −269K sh | Q1 2026 | |
| 14 | FIDUCIARY MANAGEMENT INC /WI/ | $115.4M | 804K | ▲+15% Added · +106K sh | Q1 2026 | |
| 15 | Champlain Investment Partners, LLC | $103.1M | 718K | ▲+56% Added · +259K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $99.3M | 702K | ▼−12% Reduced · −95K sh | Q1 2026 | |
| 17 | SEI INVESTMENTS CO | $99.0M | 690K | ▲+0.1% Added · +626 sh | Q1 2026 | |
| 18 | NORGES BANK | $115.5M | 663K | ▼−5.9% Reduced · −41K sh | Q4 2025 | |
| 19 | Clearbridge Investments, LLC | $89.8M | 625K | ▲+9.9% Added · +56K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $89.6M | 624K | ▲+14% Added · +79K sh | Q1 2026 | |
| 21 | DIMENSIONAL FUND ADVISORS LP | $88.5M | 617K | ▲+15% Added · +81K sh | Q1 2026 | |
| 22 | Neuberger Berman Group LLC | $87.7M | 611K | ▼−2.8% Reduced · −18K sh | Q1 2026 | |
| 23 | WESTFIELD CAPITAL MANAGEMENT CO LP | $78.1M | 544K | ▲+4.5% Added · +24K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $75.6M | 527K | ▲+3.3% Added · +17K sh | Q1 2026 | |
| 25 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $69.0M | 514K | ▲+107% Added · +266K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 21, 2026 | BEISER SCOTT L | CO-CHAIRMAN, Director, 10% Owner | Conversion (C) | 6K | $0 |
| May 21, 2026 | BEISER SCOTT L | CO-CHAIRMAN, Director, 10% Owner | Sell (S) | 6K | $941K |
| May 21, 2026 | BEISER SCOTT L | CO-CHAIRMAN, Director, 10% Owner | Conversion (C) | 6K | $0 |
| May 21, 2026 | Bassey Ekpedeme M | Director | Grant (A) | 797 | $0 |
| May 21, 2026 | Mund Ronald Scott | Director | Grant (A) | 476 | $0 |
| May 21, 2026 | SCHRIESHEIM ROBERT A | Director | Grant (A) | 1K | $0 |
| May 21, 2026 | ZUBER PAUL ANDREW | Director | Grant (A) | 797 | $0 |
| May 21, 2026 | Zucker Gillian Beth | Director | Grant (A) | 996 | $0 |
| May 21, 2026 | Walker Cyrus D. | Director | Grant (A) | 996 | $0 |
| May 21, 2026 | ALLEY J LINDSEY | Chief Financial Officer | Grant (A) | 4K | $0 |
| May 21, 2026 | ALLEY J LINDSEY | Chief Financial Officer | Grant (A) | 3K | $0 |
| May 21, 2026 | ALLEY J LINDSEY | Chief Financial Officer | Voting trust (Z) | 7K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 195 funds | $75.0B |
| AMAZON.COM INCAMZN | 193 funds | $52.6B |
| ALPHABET INC-CL AGOOGL | 192 funds | $51.0B |
| NVIDIA CORPNVDA | 191 funds | $97.0B |
| BROADCOM INCAVGO | 191 funds | $36.5B |
| META PLATFORMS INC-CLASS AMETA | 190 funds | $34.6B |
| ELI LILLY & COLLY | 189 funds | $19.0B |
| APPLE INCAAPL | 188 funds | $85.5B |
| JPMORGAN CHASE & COJPM | 188 funds | $23.5B |
| VISA INC-CLASS A SHARESV | 188 funds | $15.4B |
| MASTERCARD INC - AMA | 188 funds | $13.8B |
| COSTCO WHOLESALE CORPCOST | 188 funds | $13.0B |
Ranked by how many of HLI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HLI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.