Position in HLI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,951,247
+$2,324,512 QoQ
Shares Held
20,549
+471.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Bridgewater Associates, LP holds $92,470,448 across 16 Capital Markets names. HLI ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
90,438 | $26,996,647 | |
| 2 | IREN |
IREN Ltd
|
720,925 | $24,713,309 | |
| 3 | HUT |
Hut 8 Corp.
|
245,659 | $11,523,863 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
72,337 | $4,851,642 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
98,746 | $4,342,849 | |
| 6 | GS |
Goldman Sachs Group Inc
|
4,154 | $3,514,242 | |
| 7 | SF |
Stifel Financial Corp
|
41,281 | $3,051,491 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
20,549 | $2,951,247 |
All Filings in HLI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||