Position in HLI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,210,815
-$480,127 QoQ
Shares Held
38,849
-2.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#124
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, 2026WHITTIER TRUST CO OF NEVADA INC holds $69,666,007 across 19 Capital Markets names. HLI ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
41,410 | $41,880,831 | |
| 2 | SCHW |
Schwab Charles Corp
|
120,385 | $11,107,923 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
20,373 | $5,738,665 | |
| 4 | HLI |
Houlihan Lokey, Inc.
This page
|
38,849 | $5,210,815 | |
| 5 | EVR |
Evercore Inc.
|
5,822 | $1,987,862 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
25,315 | $1,265,243 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
36,591 | $1,123,708 | |
| 8 | MS |
Morgan Stanley
|
3,999 | $835,950 |
All Filings in HLI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,210,815 | 38,849 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,690,942 | 39,625 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,636,638 | 38,100 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,750,213 | 37,747 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,761,260 | 37,573 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,878,277 | 36,398 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,033,468 | 34,743 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,256,535 | 33,265 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,298,123 | 31,871 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,933,638 | 30,686 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,497,774 | 29,170 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,973,865 | 27,762 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,675,998 | 27,220 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,198,000 | 13,693 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,133,341 | 13,003 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,023,584 | 13,579 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $992,149 | 12,570 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,012,421 | 11,531 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,000,519 | 9,665 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $797,217 | 8,656 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $677,220 | 8,280 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $540,194 | 8,122 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $491,450 | 7,310 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $391,796 | 6,635 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $346,915 | 6,235 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||