Position in HLI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$611,900
-$236,032 QoQ
Shares Held
4,562
-22.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#263
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026INTRUST BANK NA holds $8,065,589 across 9 Capital Markets names. HLI ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
17,229 | $3,601,549 | |
| 2 | EVR |
Evercore Inc.
|
2,879 | $983,005 | |
| 3 | HLI |
Houlihan Lokey, Inc.
This page
|
4,562 | $611,900 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,438 | $545,322 | |
| 5 | SCHW |
Schwab Charles Corp
|
5,675 | $523,631 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
8,664 | $516,114 | |
| 7 | GS |
Goldman Sachs Group Inc
|
490 | $495,571 | |
| 8 | PJT |
PJT Partners Inc.
|
3,038 | $458,555 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,900 | 4,562 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $847,932 | 5,904 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,134,324 | 6,512 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,222,885 | 5,956 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,080,419 | 6,004 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $825,588 | 5,112 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $793,973 | 4,572 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $738,426 | 4,673 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $632,358 | 4,689 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $610,568 | 4,763 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $590,436 | 4,924 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $530,243 | 4,950 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $490,665 | 4,991 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $438,936 | 5,017 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $445,300 | 5,109 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $385,793 | 5,118 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $407,515 | 5,163 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $465,514 | 5,302 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $558,179 | 5,392 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $496,602 | 5,392 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $444,609 | 5,436 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $397,596 | 5,978 | Shares | Sole | 2021-06-02 | |
| 2020-12-31 | $443,179 | 6,592 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $386,659 | 6,548 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $373,455 | 6,712 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $348,578 | 6,688 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||