Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$85,211,984
-$4,583,261 QoQ
Shares Held
635,294
+1.6% QoQ
Ownership
0.909%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#24
of 514 holders
Holding Since
Mar 2021
21 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, 2026Clearbridge Investments, LLC holds $706,713,099 across 10 Capital Markets names. HLI ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
2,522,625 | $252,968,835 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,262,374 | $208,749,248 | |
| 3 | HLI |
Houlihan Lokey, Inc.
This page
|
635,294 | $85,211,984 | |
| 4 | PJT |
PJT Partners Inc.
|
393,747 | $59,432,172 | |
| 5 | MS |
Morgan Stanley
|
125,079 | $26,146,514 | |
| 6 | BGC |
BGC Group, Inc.
|
2,373,055 | $25,367,957 | |
| 7 | GS |
Goldman Sachs Group Inc
|
19,519 | $19,740,931 | |
| 8 | HUT |
Hut 8 Corp.
|
129,823 | $14,987,416 |
All Filings in HLI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,211,984 | 635,294 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $89,795,245 | 625,228 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $99,093,729 | 568,883 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $117,599,699 | 572,763 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $104,353,364 | 579,902 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $102,385,509 | 633,966 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $110,336,617 | 635,360 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $132,797,163 | 840,382 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $121,317,093 | 946,385 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $131,231,542 | 1,094,417 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $126,347,504 | 1,179,495 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $115,813,014 | 1,178,039 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $102,806,524 | 1,175,066 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $90,225,504 | 1,035,171 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $45,754,227 | 606,981 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,909,089 | 606,982 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $53,293,195 | 606,984 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $62,834,983 | 606,984 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $47,297,862 | 513,549 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $42,015,441 | 513,699 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $25,561,788 | 384,330 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||