Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,500,688
+$1,557,409 QoQ
Shares Held
383,961
+10.4% QoQ
Ownership
0.549%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#38
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NATIXIS ADVISORS, LLC holds $1,039,645,681 across 22 Capital Markets names. HLI ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
267,047 | $270,083,324 | |
| 2 | MS |
Morgan Stanley
|
1,287,190 | $269,074,197 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,252,011 | $207,793,053 | |
| 4 | MC |
Moelis & Co
|
1,721,484 | $112,619,483 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
647,299 | $56,340,904 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
383,961 | $51,500,688 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
244,866 | $24,555,162 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
47,540 | $13,391,067 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,500,688 | 383,961 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $49,943,279 | 347,746 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $56,727,412 | 325,664 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $66,805,789 | 325,374 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $63,030,546 | 350,267 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $65,046,224 | 402,763 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $67,910,437 | 391,054 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $63,111,291 | 399,388 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $52,544,153 | 389,620 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $59,717,952 | 465,855 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $65,379,128 | 545,235 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $58,718,899 | 548,160 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $49,830,586 | 506,872 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $41,121,437 | 470,013 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $33,798,643 | 387,777 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $21,346,711 | 283,188 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,967,245 | 278,313 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $22,982,615 | 261,761 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $25,267,782 | 244,086 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $27,959,349 | 303,576 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,103,057 | 282,468 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $17,761,562 | 267,051 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $17,965,940 | 267,231 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $19,280,061 | 326,504 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $18,235,342 | 327,738 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $16,696,172 | 320,341 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||