NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in HLI — Houlihan Lokey, Inc.
CIK 1141802
MILWAUKEE, WI
Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$99,390
-$49,831 QoQ
Shares Held
741
-28.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#391
of 514 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $204,767,852 across 37 Capital Markets names. HLI ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
97,699 | $98,809,837 | |
| 2 | SCHW |
Schwab Charles Corp
|
542,634 | $50,068,839 | |
| 3 | MS |
Morgan Stanley
|
131,698 | $27,530,149 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
95,532 | $9,579,948 | |
| 5 | MIAX |
Miami International Holdings, Inc.
|
151,179 | $5,617,811 | |
| 6 | TW |
Tradeweb Markets Inc.
|
46,106 | $4,594,923 | |
| 7 | EVR |
Evercore Inc.
|
9,194 | $3,139,199 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
7,604 | $2,141,894 |
All Filings in HLI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,390 | 741 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $149,221 | 1,039 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $309,187 | 1,775 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $196,285 | 956 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $159,435 | 886 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $140,020 | 867 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $193,283 | 1,113 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $129,102 | 817 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $118,541 | 879 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $105,500 | 823 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $89,812 | 749 | Shares | Defined | 2024-02-13 | |
| 2023-06-30 | $5,505 | 56 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,535 | 189 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,817 | 170 | Shares | Defined | 2023-02-21 | |
| 2021-09-30 | $22,932 | 249 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,751 | 107 | Shares | Defined | 2021-08-13 | |
| 2020-12-31 | $9,210 | 137 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,089 | 137 | Shares | Defined | 2020-11-13 | |
| 2020-03-31 | $81,515 | 1,564 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||