Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$46,905,260
-$3,949,863 QoQ
Shares Held
349,700
-1.2% QoQ
Ownership
0.500%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#41
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GW&K Investment Management, LLC holds $318,494,693 across 16 Capital Markets names. HLI ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
1,247,030 | $87,005,282 | |
| 2 | PIPR |
Piper Sandler Companies
|
861,276 | $62,304,705 | |
| 3 | MS |
Morgan Stanley
|
288,780 | $60,366,571 | |
| 4 | HLI |
Houlihan Lokey, Inc.
This page
|
349,700 | $46,905,260 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,291,081 | $20,605,652 | |
| 6 | EVR |
Evercore Inc.
|
59,232 | $20,224,174 | |
| 7 | PJT |
PJT Partners Inc.
|
61,131 | $9,227,113 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
26,319 | $7,413,535 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,905,260 | 349,700 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $50,855,123 | 354,095 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $62,056,057 | 356,255 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $70,351,050 | 342,641 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $69,594,581 | 386,744 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $67,067,235 | 415,277 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $74,001,214 | 426,127 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $70,002,859 | 443,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $58,799,768 | 436,006 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $55,845,203 | 435,644 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $58,275,539 | 485,994 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $68,013,058 | 634,924 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $62,140,275 | 632,085 | Shares | Other | 2023-08-09 | |
| 2023-03-31 | $55,878,462 | 638,684 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $55,539,397 | 637,212 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $48,436,775 | 642,568 | Shares | Other | 2022-11-09 | |
| 2022-06-30 | $47,700,319 | 604,337 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $50,143,808 | 571,114 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $59,449,050 | 574,276 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $53,239,233 | 578,059 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $54,482,117 | 666,122 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $44,254,955 | 665,388 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $44,800,122 | 666,371 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $37,880,279 | 641,495 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $35,545,891 | 638,855 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $33,982,083 | 651,997 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||