Position in HLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,049,592
-$1,012,032 QoQ
Shares Held
119,657
+0.7% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#78
of 514 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $26,271,955 across 18 Capital Markets names. HLI ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
This page
|
119,657 | $16,049,592 | |
| 2 | SCHW |
Schwab Charles Corp
|
97,007 | $8,950,835 | |
| 3 | GS |
Goldman Sachs Group Inc
|
595 | $601,765 | |
| 4 | MS |
Morgan Stanley
|
1,529 | $319,622 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,501 | $217,687 | |
| 6 | EVR |
Evercore Inc.
|
172 | $58,727 | |
| 7 | WULF |
Terawulf Inc.
|
1,000 | $24,700 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
328 | $16,393 |
All Filings in HLI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,049,592 | 119,657 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $17,061,624 | 118,797 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $20,701,609 | 118,845 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $24,430,000 | 118,985 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $21,493,227 | 119,440 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $19,422,312 | 120,262 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $21,506,574 | 123,843 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $20,288,187 | 128,390 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $17,730,313 | 131,472 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $17,014,786 | 132,731 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $16,082,329 | 134,120 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $14,314,659 | 133,632 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $13,118,191 | 133,437 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,364,338 | 129,893 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $11,195,527 | 128,448 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $9,389,257 | 124,559 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,612,095 | 121,780 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,397,188 | 118,419 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $12,078,196 | 116,675 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,608,999 | 115,190 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,017,102 | 110,247 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,516,383 | 97,976 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,254,070 | 93,025 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,185,877 | 70,887 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $773,841 | 13,908 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||