Position in HLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$516,534
-$117,835 QoQ
Shares Held
3,851
-12.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
of 513 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BRIDGES INVESTMENT MANAGEMENT INC holds $12,331,843 across 7 Capital Markets names. HLI ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
16,531 | $5,644,344 | |
| 2 | TW |
Tradeweb Markets Inc.
|
28,022 | $2,792,670 | |
| 3 | SCHW |
Schwab Charles Corp
|
19,742 | $1,821,593 | |
| 4 | GS |
Goldman Sachs Group Inc
|
644 | $651,321 | |
| 5 | HLI |
Houlihan Lokey, Inc.
This page
|
3,851 | $516,534 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,658 | $467,025 | |
| 7 | MS |
Morgan Stanley
|
2,097 | $438,356 |
All Filings in HLI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,534 | 3,851 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $634,369 | 4,417 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $876,698 | 5,033 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $912,236 | 4,443 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $807,435 | 4,487 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $665,541 | 4,121 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $862,221 | 4,965 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $751,859 | 4,758 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $619,142 | 4,591 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||