Position in HLI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$335,325
-$23,725 QoQ
Shares Held
2,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#319
of 514 holders
Holding Since
Sep 2025
4 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, 2026Baker Ellis Asset Management LLC holds $3,838,710 across 2 Capital Markets names. HLI ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,464 | $3,503,385 | |
| 2 | HLI |
Houlihan Lokey, Inc.
This page
|
2,500 | $335,325 |
All Filings in HLI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,325 | 2,500 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $359,050 | 2,500 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $435,475 | 2,500 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $589,063 | 2,869 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||