Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,147,018
-$804,229 QoQ
Shares Held
16,007
-22.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#183
of 514 holders
Holding Since
Sep 2023
8 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, 2026Bridgewater Associates, LP holds $64,419,389 across 14 Capital Markets names. HLI ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XP |
XP Inc.
|
1,255,551 | $20,415,259 | |
| 2 | EVR |
Evercore Inc.
|
33,194 | $11,333,759 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
160,819 | $9,579,987 | |
| 4 | MS |
Morgan Stanley
|
18,729 | $3,915,110 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
42,076 | $3,662,295 | |
| 6 | SCHW |
Schwab Charles Corp
|
28,728 | $2,650,732 | |
| 7 | WULF |
Terawulf Inc.
|
89,081 | $2,200,300 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
16,007 | $2,147,018 |
All Filings in HLI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,147,018 | 16,007 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,951,247 | 20,549 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $626,735 | 3,598 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $1,083,117 | 6,237 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,066,476 | 6,749 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $874,162 | 6,482 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $1,723,946 | 14,377 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,385,490 | 12,934 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||