MassMutual Private Wealth & Trust, FSB

Position in HLI — Houlihan Lokey, Inc.

CIK 1103653 Windsor, CT

Position in HLI

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$26,826

-$15,972 QoQ

Shares Held

200

-32.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#411

of 514 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MassMutual Private Wealth & Trust, FSB holds $28,522,576 across 28 Capital Markets names. HLI ranks #11 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	13,568	$13,722,268
2	MS	Morgan Stanley	64,118	$13,403,226
3	SCHW	Schwab Charles Corp	7,482	$690,364
4	HOOD	Robinhood Markets, Inc.	2,184	$219,011
5	IBKR	Interactive Brokers Group, Inc.	1,056	$91,914
6	EVR	Evercore Inc.	234	$79,896
7	SF	Stifel Financial Corp	662	$46,187
8	VIRT	Virtu Financial, Inc.	606	$36,099

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,826	200	-32.9%	Shares	Sole	2026-07-02
2026-03-31	$42,798	298	+120.7%	Shares	Sole	2026-04-13
2025-12-31	$23,515	135	-0.7%	Shares	Sole	2026-01-07
2025-09-30	$27,923	136	+0.7%	Shares	Sole	2025-10-22
2025-06-30	$24,293	135	+25.0%	Shares	Sole	2025-07-09
2025-03-31	$17,442	108	+217.6%	Shares	Sole	2025-04-01
2024-12-31	$5,904	34	+112.5%	Shares	Sole	2025-01-16
2024-09-30	$2,528	16	+700.0%	Shares	Sole	2024-10-02
2024-06-30	$269	2	-95.6%	Shares	Sole	2024-07-02
2023-06-30	$4,423	45	-52.1%	Shares	Sole	2023-08-02
2023-03-31	$8,224	94	0.0%	Shares	Sole	2023-04-11
2022-12-31	$8,193	94	+224.1%	Shares	Sole	2023-01-06
2022-06-30	$2,288	29	—	Shares	Sole	2022-07-07
No filing history on record for this holder in this stock.