Capital Research Global Investors
Position in HLI — Houlihan Lokey, Inc.
CIK 1422848
Los Angeles, CA
Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$70,668,804
-$118,144,675 QoQ
Shares Held
526,868
-59.9% QoQ
Ownership
0.754%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 514 holders
Holding Since
Mar 2025
6 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, 2026Capital Research Global Investors holds $5,014,031,258 across 8 Capital Markets names. HLI ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
18,070,606 | $3,777,479,478 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
18,332,069 | $501,198,766 | |
| 3 | GS |
Goldman Sachs Group Inc
|
274,627 | $277,749,508 | |
| 4 | SF |
Stifel Financial Corp
|
2,683,784 | $187,247,609 | |
| 5 | LAZ |
Lazard, Inc.
|
2,242,241 | $94,039,587 | |
| 6 | XP |
XP Inc.
|
5,038,054 | $81,918,758 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
526,868 | $70,668,804 | |
| 8 | IREN |
IREN Ltd
|
518,888 | $23,728,748 |
All Filings in HLI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,668,804 | 526,868 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $188,813,479 | 1,314,674 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $167,616,591 | 962,263 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $196,376,466 | 956,441 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $143,750,538 | 798,836 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $81,404,882 | 504,055 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||