KEYBANK NATIONAL ASSOCIATION/OH
BankPosition in HLI — Houlihan Lokey, Inc.
CIK 1089877
BROOKLYN, OH
Position in HLI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$488,307
-$993,178 QoQ
Shares Held
3,400
-60.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $81,564,970 across 14 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
237,589 | $49,665,604 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,424 | $20,656,219 | |
| 3 | SCHW |
Schwab Charles Corp
|
50,459 | $4,655,850 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,108 | $2,116,709 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
9,767 | $850,119 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,203 | $620,541 | |
| 7 | LAZ |
Lazard, Inc.
|
12,589 | $527,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
54,894 | $481,968 |
All Filings in HLI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $488,307 | 3,400 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $1,481,485 | 8,505 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $733,607 | 3,573 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $661,136 | 3,674 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $624,681 | 3,868 | Shares | Defined | 2025-04-28 | |
| 2024-06-30 | $259,066 | 1,921 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $357,265 | 2,787 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $347,139 | 2,895 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $373,206 | 3,484 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $396,484 | 4,033 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $467,896 | 5,348 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $466,131 | 5,348 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $403,132 | 5,348 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $422,117 | 5,348 | Shares | Defined | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||