New York Life Investment Management LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1133639
New York, NY
Position in HLI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$907,791
-$29,903 QoQ
Shares Held
6,768
+3.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#241
of 514 holders
Holding Since
Jun 2022
6 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, 2026New York Life Investment Management LLC holds $119,559,779 across 9 Capital Markets names. HLI ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
41,091 | $41,558,204 | |
| 2 | MS |
Morgan Stanley
|
166,946 | $34,898,391 | |
| 3 | SCHW |
Schwab Charles Corp
|
243,914 | $22,505,944 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
110,111 | $11,041,931 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
62,198 | $5,413,713 | |
| 6 | EVR |
Evercore Inc.
|
4,859 | $1,659,056 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
21,353 | $1,067,222 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
6,768 | $907,791 |
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,791 | 6,768 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $937,694 | 6,529 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $850,221 | 4,881 | Shares | Sole | 2026-02-05 | |
| 2022-12-31 | $562,879 | 6,458 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $432,078 | 5,732 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $419,197 | 5,311 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||