Position in HLI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,327,633
-$1,926,384 QoQ
Shares Held
51,021
-4.0% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4.582426843848611.ToString("F0")%
Shared 0.ToString("F0")%
None 95.41757315615139.ToString("F0")%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026NORDEA INVESTMENT MANAGEMENT AB holds $958,180,347 across 12 Capital Markets names. HLI ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
3,672,084 | $345,102,453 | |
| 2 | TW |
Tradeweb Markets Inc.
|
1,649,034 | $194,025,339 | |
| 3 | GS |
Goldman Sachs Group Inc
|
221,124 | $187,068,691 | |
| 4 | MS |
Morgan Stanley
|
975,478 | $160,534,414 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
617,395 | $42,785,472 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
51,021 | $7,327,633 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
23,503 | $7,070,407 | |
| 8 | XP |
XP Inc.
|
351,674 | $6,695,872 |
All Filings in HLI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,327,633 | 51,021 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $9,254,017 | 53,126 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $14,630,075 | 71,255 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $13,400,694 | 74,469 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $26,276,695 | 162,704 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $48,105,208 | 277,008 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $66,561,182 | 421,220 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $61,165,482 | 453,548 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $60,930,245 | 475,312 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $51,470,767 | 429,245 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $45,775,054 | 427,325 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,546,189 | 412,432 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $36,853,500 | 421,231 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $44,458,572 | 510,080 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $43,045,221 | 571,043 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $43,058,761 | 545,531 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $54,916,353 | 625,471 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $75,944,445 | 733,621 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $63,868,955 | 693,474 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $57,384,681 | 701,610 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $38,525,518 | 579,244 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $35,886,768 | 533,791 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $27,706,319 | 469,201 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $48,468,670 | 871,112 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $14,788,059 | 283,731 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||