Position in HLI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$47,079
+$19,648 QoQ
Shares Held
351
+83.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#399
of 514 holders
Holding Since
Jun 2025
5 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, 2026TRUST CO OF TOLEDO NA /OH/ holds $12,302,473 across 9 Capital Markets names. HLI ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
25,367 | $5,302,717 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,285 | $3,322,350 | |
| 3 | PJT |
PJT Partners Inc.
|
13,203 | $1,992,860 | |
| 4 | SCHW |
Schwab Charles Corp
|
16,358 | $1,509,352 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,356 | $118,026 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
351 | $47,079 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
19 | $5,351 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
32 | $3,208 |
All Filings in HLI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,079 | 351 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $27,431 | 191 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $33,270 | 191 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $39,216 | 191 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $34,370 | 191 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||