MONETA GROUP INVESTMENT ADVISORS LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1120927
ST LOUIS, MO
Position in HLI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$561,123
-$356,335 QoQ
Shares Held
3,907
-25.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $17,692,653 across 10 Capital Markets names. HLI ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
117,041 | $4,012,165 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,534 | $3,835,718 | |
| 3 | SCHW |
Schwab Charles Corp
|
35,576 | $3,343,432 | |
| 4 | SF |
Stifel Financial Corp
|
41,719 | $3,083,868 | |
| 5 | MS |
Morgan Stanley
|
10,734 | $1,766,494 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
3,907 | $561,123 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
24,839 | $491,315 | |
| 8 | ETOR |
eToro Group Ltd.
|
11,461 | $344,173 |
All Filings in HLI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $561,123 | 3,907 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $917,458 | 5,267 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,068,895 | 5,206 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $934,660 | 5,194 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $834,147 | 5,165 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $955,303 | 5,501 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $821,071 | 5,196 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $731,885 | 5,427 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $580,187 | 4,526 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $598,350 | 4,990 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $543,955 | 5,078 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $476,311 | 4,845 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $412,252 | 4,712 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $351,516 | 4,033 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $341,999 | 4,537 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $397,017 | 5,030 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $351,024 | 3,998 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $548,034 | 5,294 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $453,960 | 4,929 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $387,030 | 4,732 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $328,027 | 4,932 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $232,010 | 3,451 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||