Position in HLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,644,165
-$75,684 QoQ
Shares Held
12,258
+2.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#207
of 517 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $4,399,709 across 6 Capital Markets names. HLI ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
This page
|
12,258 | $1,644,165 | |
| 2 | GS |
Goldman Sachs Group Inc
|
868 | $877,869 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
8,227 | $716,078 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,500 | $651,820 | |
| 5 | PIPR |
Piper Sandler Companies
|
3,738 | $270,406 | |
| 6 | MC |
Moelis & Co
|
3,659 | $239,371 |
All Filings in HLI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,644,165 | 12,258 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,719,849 | 11,975 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $642,238 | 3,687 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $767,896 | 3,740 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $674,452 | 3,748 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $638,248 | 3,952 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $712,006 | 4,100 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $647,882 | 4,100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $862,429 | 6,395 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $529,168 | 4,128 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $515,613 | 4,300 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $521,674 | 4,870 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $480,440 | 4,887 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $508,229 | 5,809 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $507,184 | 5,819 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $940,893 | 12,482 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,012,435 | 12,827 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,135,693 | 12,935 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,338,203 | 12,927 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,379,289 | 14,976 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,204,684 | 14,729 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $979,625 | 14,729 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $950,161 | 14,133 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $302,217 | 5,118 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||