Position in HLI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,464,662
-$280,746 QoQ
Shares Held
17,161
+8.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Ameritas Investment Partners, Inc. holds $25,615,019 across 26 Capital Markets names. HLI ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
42,133 | $6,933,826 | |
| 2 | SF |
Stifel Financial Corp
|
49,715 | $3,674,932 | |
| 3 | HLI |
Houlihan Lokey, Inc.
This page
|
17,161 | $2,464,662 | |
| 4 | GS |
Goldman Sachs Group Inc
|
2,684 | $2,270,637 | |
| 5 | EVR |
Evercore Inc.
|
7,125 | $2,126,883 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
46,617 | $1,923,882 | |
| 7 | SCHW |
Schwab Charles Corp
|
14,950 | $1,405,001 | |
| 8 | SNEX |
StoneX Group Inc.
|
5,968 | $721,978 |
All Filings in HLI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,464,662 | 17,161 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,745,408 | 15,761 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,374,844 | 16,437 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,103,057 | 17,244 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,814,945 | 17,430 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,044,780 | 17,533 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,796,637 | 17,698 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $2,419,118 | 17,938 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,344,979 | 18,293 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $2,181,882 | 18,196 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $728,416 | 6,800 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $668,508 | 6,800 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,153,205 | 13,181 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,369,545 | 15,713 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,177,887 | 15,626 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,233,360 | 15,626 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,388,732 | 15,817 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,637,375 | 15,817 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,447,535 | 15,717 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,298,252 | 15,873 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,064,891 | 16,011 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $1,086,504 | 16,161 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $954,307 | 16,161 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $673,856 | 12,111 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $623,459 | 11,962 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||