Position in HLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$83,198,424
+$71,561,470 QoQ
Shares Held
620,282
+665.5% QoQ
Ownership
0.888%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#25
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,598,140,193 across 46 Capital Markets names. HLI ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
525,905 | $531,884,539 | |
| 2 | MS |
Morgan Stanley
|
2,073,037 | $433,347,654 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,850,432 | $170,739,360 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
986,057 | $98,881,795 | |
| 5 | HLI |
Houlihan Lokey, Inc.
This page
|
620,282 | $83,198,424 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
858,091 | $74,688,240 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
146,208 | $41,183,869 | |
| 8 | IREN |
IREN Ltd
|
749,513 | $34,275,229 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,198,424 | 620,282 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,636,954 | 81,026 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,110,758 | 115,453 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $21,609,519 | 105,248 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,612,426 | 97,874 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,348,637 | 95,038 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $14,615,051 | 84,159 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,811,353 | 55,761 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,066,811 | 44,986 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,467,816 | 42,654 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,376,834 | 36,501 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,731,632 | 34,836 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,039,646 | 30,919 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,619,013 | 29,935 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,392,629 | 27,451 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,097,146 | 27,821 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,139,555 | 27,107 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,628,071 | 41,322 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,609,014 | 25,203 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,860,235 | 20,198 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,355,996 | 16,579 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $962,000 | 14,464 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $710,486 | 10,568 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $560,030 | 9,484 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $506,212 | 9,098 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $409,506 | 7,857 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||