Position in HLI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$38,735,939
-$8,578,377 QoQ
Shares Held
288,794
-12.3% QoQ
Ownership
0.413%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#48
of 514 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names. HLI ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
288,794 | $38,735,939 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,735,939 | 288,794 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $47,314,316 | 329,441 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $59,819,284 | 343,414 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $83,337,334 | 405,890 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $79,350,032 | 440,956 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $79,981,098 | 495,239 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $90,202,998 | 519,423 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $84,237,617 | 533,082 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $65,107,575 | 482,779 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $59,422,474 | 463,550 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $57,649,370 | 480,772 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $50,365,360 | 470,177 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,110,546 | 265,594 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $22,191,401 | 253,645 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,630,235 | 248,167 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,638,760 | 247,264 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $19,516,626 | 247,265 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $21,280,525 | 242,375 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $24,042,312 | 232,248 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $23,335,653 | 253,373 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $19,724,639 | 241,162 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $14,449,097 | 217,247 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $11,609,814 | 172,688 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $10,087,747 | 170,834 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $8,119,378 | 145,927 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,968,287 | 133,697 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||