KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1021223
LOS ANGELES, CA
Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$325,482,405
-$53,982,602 QoQ
Shares Held
2,426,619
-8.2% QoQ
Ownership
3.47%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#4
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 33%
None 9%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $1,678,971,062 across 10 Capital Markets names. HLI ranks #4 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
6,365,531 | $554,055,817 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
1,434,522 | $404,076,156 | |
| 3 | MC |
Moelis & Co
|
5,412,938 | $354,114,403 | |
| 4 | HLI |
Houlihan Lokey, Inc.
This page
|
2,426,619 | $325,482,405 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
1,101,072 | $33,813,920 | |
| 6 | MS |
Morgan Stanley
|
30,996 | $6,479,403 | |
| 7 | GS |
Goldman Sachs Group Inc
|
916 | $926,414 | |
| 8 | SCHW |
Schwab Charles Corp
|
195 | $17,992 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,482,405 | 2,426,619 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $379,465,007 | 2,642,146 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $482,995,250 | 2,772,807 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $599,919,168 | 2,921,874 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $541,101,012 | 3,006,952 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $472,703,878 | 2,926,959 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $569,829,515 | 3,281,294 | Shares | Defined | 2025-02-21 | |
| 2024-09-30 | $485,507,441 | 3,072,443 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $416,433,922 | 3,087,898 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $390,946,554 | 3,049,743 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $334,046,715 | 2,785,812 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $295,666,624 | 2,760,144 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $269,610,061 | 2,742,448 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $235,809,171 | 2,695,270 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $234,749,334 | 2,693,315 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $209,760,301 | 2,782,705 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $223,550,676 | 2,832,265 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $255,870,623 | 2,914,244 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $300,312,761 | 2,901,012 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $325,511,332 | 3,534,325 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $289,130,185 | 3,535,031 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $207,692,971 | 3,122,733 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $193,235,760 | 2,874,249 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $159,601,225 | 2,702,815 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $140,661,870 | 2,528,071 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $122,572,845 | 2,351,743 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||