BROWN ADVISORY INC

Position in HLI — Houlihan Lokey, Inc.

CIK 1345929 BALTIMORE, MD

Position in HLI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$15,931,424

-$1,613,625 QoQ

Shares Held

118,776

-2.8% QoQ

Ownership

0.170%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#79

of 514 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Financial Services · as of Jun 30, 2026

BROWN ADVISORY INC holds $972,510,436 across 11 Capital Markets names. HLI ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	9,318,993	$859,863,483
2	MS	Morgan Stanley	184,523	$38,572,687
3	LCLN	Lincoln International, Inc.	1,319,335	$31,492,526
4	GS	Goldman Sachs Group Inc	16,269	$16,453,977
5	HLI	Houlihan Lokey, Inc. This page	118,776	$15,931,424
6	HOOD	Robinhood Markets, Inc.	49,151	$4,928,862
7	SF	Stifel Financial Corp	24,351	$1,698,969
8	TW	Tradeweb Markets Inc.	14,809	$1,475,864

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,931,424	118,776	-2.8%	Shares	Defined	2026-08-14
2026-03-31	$17,545,049	122,163	-13.3%	Shares	Defined	2026-05-15
2025-12-31	$24,550,685	140,942	-12.3%	Shares	Defined	2026-02-13
2025-09-30	$33,009,295	160,770	-4.5%	Shares	Defined	2025-11-14
2025-06-30	$30,280,723	168,273	-10.4%	Shares	Defined	2025-08-13
2025-03-31	$30,328,245	187,791	-2.3%	Shares	Defined	2025-04-30
2024-12-31	$33,376,755	192,196	-6.5%	Shares	Defined	2025-02-14
2024-09-30	$32,469,473	205,477	-42.5%	Shares	Defined	2024-11-13
2024-06-30	$48,170,642	357,190	-11.3%	Shares	Defined	2024-08-14
2024-03-31	$51,609,678	402,603	-1.4%	Shares	Defined	2024-04-24
2023-12-31	$48,980,476	408,477	+11.2%	Shares	Defined	2024-02-08
2023-09-30	$39,341,105	367,262	-0.1%	Shares	Defined	2023-10-25
2023-06-30	$36,129,415	367,505	—	Shares	Defined	2023-07-31
No filing history on record for this holder in this stock.