Position in HLI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,461,334
-$772,908 QoQ
Shares Held
77,994
-0.3% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#92
of 517 holders
Holding Since
Jun 2020
25 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, 2026WHITTIER TRUST CO holds $160,223,345 across 20 Capital Markets names. HLI ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
88,836 | $89,846,064 | |
| 2 | SCHW |
Schwab Charles Corp
|
383,423 | $35,378,439 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
40,238 | $11,334,239 | |
| 4 | HLI |
Houlihan Lokey, Inc.
This page
|
77,994 | $10,461,334 | |
| 5 | MS |
Morgan Stanley
|
21,946 | $4,587,591 | |
| 6 | EVR |
Evercore Inc.
|
11,906 | $4,065,183 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
71,239 | $2,187,749 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,632 | $1,367,016 |
All Filings in HLI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,461,334 | 77,994 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,234,242 | 78,222 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,354,947 | 70,928 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $14,588,395 | 71,052 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $12,562,129 | 69,809 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $10,999,119 | 68,106 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,567,491 | 66,610 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,112,647 | 63,996 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $8,264,220 | 61,280 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,464,503 | 58,230 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,706,445 | 55,929 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $5,855,499 | 54,663 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $5,161,274 | 52,500 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,348,930 | 26,848 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,303,463 | 26,428 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,977,367 | 26,232 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,964,015 | 24,883 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,148,465 | 24,470 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,307,667 | 22,292 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,985,399 | 21,557 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,689,862 | 20,661 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,289,029 | 19,381 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,161,801 | 17,281 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $961,392 | 16,281 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $866,091 | 15,566 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||