Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$267,199,828
+$15,650,123 QoQ
Shares Held
1,992,096
+13.7% QoQ
Ownership
2.85%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#6
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROYAL BANK OF CANADA holds $4,147,675,208 across 62 Capital Markets names. HLI ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,486,449 | $1,503,349,918 | |
| 2 | MS |
Morgan Stanley
|
6,695,389 | $1,399,604,109 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,204,548 | $480,223,634 | |
| 4 | HLI |
Houlihan Lokey, Inc.
This page
|
1,992,096 | $267,199,828 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,624,116 | $162,866,348 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
1,462,963 | $127,336,294 | |
| 7 | MC |
Moelis & Co
|
533,542 | $34,904,315 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
84,257 | $23,733,508 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,199,828 | 1,992,096 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $251,549,705 | 1,751,495 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $296,709,837 | 1,703,369 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $75,680,949 | 368,600 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $31,509,783 | 175,103 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $8,007,814 | 49,584 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $7,524,859 | 43,331 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,095,568 | 44,903 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,927,242 | 36,536 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $4,686,367 | 36,558 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $4,028,253 | 33,594 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,496,394 | 32,640 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,934,944 | 29,854 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,938,086 | 33,582 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,622,267 | 53,032 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,306,399 | 30,597 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,607,923 | 33,041 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,071,986 | 46,378 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,237,487 | 50,594 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,043,167 | 33,042 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,672,895 | 32,680 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,087,215 | 31,382 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $1,765,996 | 26,268 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,148,945 | 36,392 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,902,997 | 34,202 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,959,346 | 37,593 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||