474 tracked 13F filers disclose a position in HLI as of the latest SEC 13F filings, a combined $6.6B in reported value. 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.
| # | 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 | →First observed position No prior filed position | 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 | →First observed position No prior filed position | Q1 2026 | |
| 5 | EARNEST PARTNERS LLC | $291.4M | 2.2M | ▼−2.5% Reduced · −56K sh | Q2 2026 | |
| 6 | ROYAL BANK OF CANADA | $251.6M | 1.8M | ▲+2.8% Added · +48K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $234.7M | 1.7M | ▲+3.3% Added · +56K sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $228.6M | 1.6M | ▲+189% Added · +1.0M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $185.7M | 1.4M | ▲+2.4% Added · +33K sh | Q2 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 | RAYMOND JAMES FINANCIAL INC | $99.3M | 702K | ▼−12% Reduced · −95K sh | Q1 2026 | |
| 16 | SEI INVESTMENTS CO | $99.0M | 690K | ▲+0.1% Added · +626 sh | Q1 2026 | |
| 17 | NORGES BANK | $115.5M | 663K | ▼−5.9% Reduced · −41K sh | Q4 2025 | |
| 18 | Clearbridge Investments, LLC | $89.8M | 625K | ▲+9.9% Added · +56K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $89.6M | 624K | ▲+14% Added · +79K sh | Q1 2026 | |
| 20 | DIMENSIONAL FUND ADVISORS LP | $88.5M | 617K | ▲+15% Added · +81K sh | Q1 2026 | |
| 21 | Neuberger Berman Group LLC | $87.7M | 611K | ▼−2.8% Reduced · −18K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $75.6M | 527K | ▲+3.3% Added · +17K sh | Q1 2026 | |
| 23 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $69.0M | 514K | ▲+107% Added · +266K sh | Q2 2026 | |
| 24 | CITADEL ADVISORS LLC | $70.1M | 488K | ▲+628% Added · +421K sh | Q1 2026 | |
| 25 | JENNISON ASSOCIATES LLC | $67.3M | 469K | ▼−20% Reduced · −119K sh | Q1 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.
Last quarter, 4 funds opened a new position in HLI and 29 added to an existing one, while 25 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 274 funds | $269.0B |
| AMAZON.COM INCAMZN | 272 funds | $201.1B |
| NVIDIA CORPNVDA | 269 funds | $394.9B |
| META PLATFORMS INC-CLASS AMETA | 269 funds | $118.4B |
| ALPHABET INC-CL AGOOGL | 266 funds | $173.6B |
| APPLE INCAAPL | 264 funds | $299.9B |
| JPMORGAN CHASE & COJPM | 264 funds | $66.6B |
| ELI LILLY & COLLY | 263 funds | $83.2B |
| VISA INC-CLASS A SHARESV | 259 funds | $65.4B |
| BROADCOM INCAVGO | 256 funds | $158.7B |
| COSTCO WHOLESALE CORPCOST | 254 funds | $40.7B |
| CHEVRON CORPCVX | 253 funds | $32.1B |
Ranked by how many of HLI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | ALLEY J LINDSEY | Chief Financial Officer | Buy (P) | 4K | $501K |
| May 21, 2026 | BEISER SCOTT L | CO-CHAIRMAN, Director, 10% Owner | Sell (S) | 6K | $941K |
| Apr 1, 2026 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | Sell (S) | 500 | $72K |
| Feb 6, 2026 | SCHRIESHEIM ROBERT A | Director | Sell (S) | 5K | $854K |
| Jan 2, 2026 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | Sell (S) | 500 | $87K |
| Sep 16, 2025 | GOLD IRWIN | CO-CHAIRMAN, Director, 10% Owner | Sell (S) | 7K | $1.4M |
| Sep 2, 2025 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | Sell (S) | 500 | $98K |
| Aug 27, 2025 | SIEGERT PAUL ERIC | CO-CHAIRMAN | Sell (S) | 40K | $8.0M |
| Jul 14, 2025 | Zucker Gillian Beth | Director | Sell (S) | 200 | $38K |
| Jun 30, 2025 | GOLD IRWIN | CO-CHAIRMAN, Director, 10% Owner | Sell (S) | 5K | $914K |
| Jun 13, 2025 | Zucker Gillian Beth | Director | Sell (S) | 200 | $35K |
| Jun 2, 2025 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | Sell (S) | 500 | $87K |
Connected entities for HLI
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.
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.