WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
Position in HLI — Houlihan Lokey, Inc.
CIK 1165805
INDIANAPOLIS, IN
Position in HLI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$35,076,470
-$1,933,255 QoQ
Shares Held
261,511
+1.5% QoQ
Ownership
0.374%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#51
of 514 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, 2026WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC holds $41,360,003 across 2 Capital Markets names. HLI ranks #1 (84.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
This page
|
261,511 | $35,076,470 | |
| 2 | MS |
Morgan Stanley
|
30,059 | $6,283,533 |
All Filings in HLI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,076,470 | 261,511 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $37,009,725 | 257,692 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $44,847,479 | 257,463 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $53,423,442 | 260,196 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $50,176,358 | 278,835 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $46,801,085 | 289,790 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $51,081,220 | 294,145 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $47,083,165 | 297,957 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $40,419,834 | 299,717 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $38,147,421 | 297,585 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $35,935,348 | 299,686 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $31,847,954 | 297,311 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $28,963,993 | 294,619 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,390,560 | 290,211 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $24,792,836 | 284,452 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,596,370 | 286,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,390,625 | 283,677 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $24,854,424 | 283,080 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $29,558,790 | 285,537 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $25,121,103 | 272,759 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $24,319,683 | 297,343 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $19,811,267 | 297,869 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $19,455,958 | 289,394 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $16,482,626 | 279,130 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $16,381,528 | 294,420 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||