Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,809,632
-$623,081 QoQ
Shares Held
35,858
-5.2% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#129
of 514 holders
Holding Since
Mar 2020
26 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, 2026COMMERCE BANK holds $363,398,585 across 12 Capital Markets names. HLI ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,219,953 | $255,018,974 | |
| 2 | GS |
Goldman Sachs Group Inc
|
61,807 | $62,509,745 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
224,334 | $19,526,030 | |
| 4 | SCHW |
Schwab Charles Corp
|
88,912 | $8,203,909 | |
| 5 | HLI |
Houlihan Lokey, Inc.
This page
|
35,858 | $4,809,632 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
87,675 | $4,381,996 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
13,172 | $3,710,288 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,736 | $1,468,588 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,809,632 | 35,858 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,432,713 | 37,827 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $837,330 | 4,807 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $950,630 | 4,630 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $779,182 | 4,330 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $699,295 | 4,330 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $759,067 | 4,371 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $713,933 | 4,518 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $623,996 | 4,627 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $593,134 | 4,627 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $615,857 | 5,136 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $747,268 | 6,976 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $686,006 | 6,978 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $694,845 | 7,942 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $676,622 | 7,763 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $569,269 | 7,552 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $596,079 | 7,552 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $663,679 | 7,559 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $783,542 | 7,569 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $697,841 | 7,577 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $662,661 | 8,102 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $541,856 | 8,147 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $557,807 | 8,297 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $475,647 | 8,055 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $467,486 | 8,402 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $465,535 | 8,932 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||