Position in HLI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,656,103
-$703,429 QoQ
Shares Held
12,347
-24.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#205
of 517 holders
Holding Since
Mar 2020
26 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, 2026REGIONS FINANCIAL CORP holds $164,790,759 across 8 Capital Markets names. HLI ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
83,319 | $84,266,336 | |
| 2 | MS |
Morgan Stanley
|
328,070 | $68,579,752 | |
| 3 | MC |
Moelis & Co
|
82,564 | $5,401,336 | |
| 4 | SF |
Stifel Financial Corp
|
34,181 | $2,384,808 | |
| 5 | SCHW |
Schwab Charles Corp
|
20,537 | $1,894,948 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
12,347 | $1,656,103 | |
| 7 | PIPR |
Piper Sandler Companies
|
4,435 | $320,827 | |
| 8 | HUT |
Hut 8 Corp.
|
2,483 | $286,649 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,656,103 | 12,347 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $2,359,532 | 16,429 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,220,773 | 18,490 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $3,714,238 | 18,090 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $3,218,225 | 17,884 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,236,775 | 13,850 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,500,985 | 20,160 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,285,393 | 20,791 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,823,563 | 20,937 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $2,729,036 | 21,289 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $2,575,786 | 21,481 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $2,308,650 | 21,552 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,188,675 | 22,263 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,943,327 | 22,212 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,883,963 | 21,615 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,697,782 | 22,523 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $1,669,132 | 21,147 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $2,132,486 | 24,288 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $2,470,918 | 23,869 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $2,144,455 | 23,284 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,808,703 | 22,114 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $1,444,596 | 21,720 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $1,446,250 | 21,512 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $1,305,476 | 22,108 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $1,555,192 | 27,951 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $1,056,523 | 20,271 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||