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Equibles

Ameritas Investment Partners, Inc.

Position in HLI — Houlihan Lokey, Inc.

CIK 1055980 LINCOLN, NE
Back to HLI Full portfolio

Position in HLI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,301,804
-$162,858 QoQ
Shares Held
17,161
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#180
of 518 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

Ameritas Investment Partners, Inc. holds $30,011,888 across 27 Capital Markets names. HLI ranks #5 (7.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
 41,522 $8,679,758
2 SF
Stifel Financial Corp
 49,854 $3,478,312
3 GS
Goldman Sachs Group Inc
 2,530 $2,558,766
4 EVR
Evercore Inc.
 7,125 $2,432,760
5 HLI
Houlihan Lokey, Inc.
This page 		17,161 $2,301,804
6 JEF
Jefferies Financial Group Inc.
 40,629 $2,030,637
7 SCHW
Schwab Charles Corp
 14,022 $1,293,809
8 HUT
Hut 8 Corp.
 9,380 $1,082,874

All Filings in HLI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,301,804 17,161
2026-03-31 $2,464,662 17,161
2025-12-31 $2,745,408 15,761
2025-09-30 $3,374,844 16,437
2025-06-30 $3,103,057 17,244
2025-03-31 $2,814,945 17,430
2024-12-31 $3,044,780 17,533
2024-09-30 $2,796,637 17,698
2024-06-30 $2,419,118 17,938
2024-03-31 $2,344,979 18,293
2023-12-31 $2,181,882 18,196
2023-09-30 $728,416 6,800
2023-06-30 $668,508 6,800
2023-03-31 $1,153,205 13,181
2022-12-31 $1,369,545 15,713
2022-09-30 $1,177,887 15,626
2022-06-30 $1,233,360 15,626
2022-03-31 $1,388,732 15,817
2021-12-31 $1,637,375 15,817
2021-09-30 $1,447,535 15,717
2021-06-30 $1,298,252 15,873
2021-03-31 $1,064,891 16,011
2020-12-31 $1,086,504 16,161
2020-09-30 $954,307 16,161
2020-06-30 $673,856 12,111
2020-03-31 $623,459 11,962