Position in HLI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,299,989
-$528,723 QoQ
Shares Held
91,702
+2.7% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#85
of 514 holders
Holding Since
Mar 2020
24 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, 2026ALPS ADVISORS INC holds $44,105,560 across 14 Capital Markets names. HLI ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
This page
|
91,702 | $12,299,989 | |
| 2 | MC |
Moelis & Co
|
94,704 | $6,195,535 | |
| 3 | EVR |
Evercore Inc.
|
15,547 | $5,308,367 | |
| 4 | GS |
Goldman Sachs Group Inc
|
4,758 | $4,812,098 | |
| 5 | LAZ |
Lazard, Inc.
|
82,903 | $3,476,951 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
29,762 | $3,377,689 | |
| 7 | PJT |
PJT Partners Inc.
|
15,195 | $2,293,533 | |
| 8 | MS |
Morgan Stanley
|
10,272 | $2,147,258 |
All Filings in HLI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,299,989 | 91,702 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $12,828,712 | 89,324 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $16,162,915 | 92,789 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $20,047,239 | 97,639 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $22,946,864 | 127,518 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $20,697,840 | 128,160 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $20,836,247 | 119,983 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,107,926 | 101,936 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $9,982,606 | 74,022 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,186,854 | 63,865 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,502,239 | 54,226 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,992,863 | 46,610 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,276,512 | 74,016 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,461,465 | 50,994 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $3,955,495 | 45,382 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,069,322 | 40,718 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,377,967 | 42,797 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $313,533 | 3,571 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $427,848 | 4,133 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $375,675 | 4,079 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $407,804 | 4,986 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $331,618 | 4,986 | Shares | Defined | 2021-05-07 | |
| 2020-06-30 | $219,722 | 3,949 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $228,650 | 4,387 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||