Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,337,353
-$1,749,639 QoQ
Shares Held
263,456
+2.0% QoQ
Ownership
0.377%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#50
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $2,758,928,266 across 16 Capital Markets names. HLI ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,226,529 | $2,137,753,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
278,347 | $281,511,804 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,170,390 | $107,991,885 | |
| 4 | EVR |
Evercore Inc.
|
172,702 | $58,967,370 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
505,117 | $50,653,132 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
263,456 | $35,337,353 | |
| 7 | FUTU |
Futu Holdings Ltd
|
376,596 | $35,302,108 | |
| 8 | PWP |
Perella Weinberg Partners
|
1,128,125 | $18,004,875 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,337,353 | 263,456 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $37,086,992 | 258,230 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $39,259,813 | 225,385 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $49,914,729 | 243,107 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,561,738 | 247,634 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,846,565 | 116,697 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,063,808 | 115,535 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,621,708 | 117,844 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,430,681 | 114,420 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,738,901 | 114,977 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,049,255 | 117,165 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,781,844 | 128,658 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,245,091 | 114,384 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,031,078 | 114,654 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $26,680,197 | 306,106 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $20,250,459 | 268,645 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,014,903 | 367,603 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $47,956,886 | 546,206 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,422,754 | 255,243 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $60,211,940 | 653,767 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $62,329,049 | 762,062 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $62,800,537 | 944,227 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $68,060,289 | 1,012,350 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $60,413,699 | 1,023,094 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $35,058,206 | 630,090 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $27,545,575 | 528,503 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||