Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$164,650,073
+$94,541,684 QoQ
Shares Held
1,227,541
+151.5% QoQ
Ownership
1.76%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#11
of 517 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)
Derivatives in HLI
reported options exposure · as of Jun 30, 2026CallValue
$1,059,627
CallShares
7,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026CITADEL ADVISORS LLC holds $2,532,851,593 across 62 Capital Markets names. HLI ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
3,406,215 | $314,291,457 | |
| 2 | GS |
Goldman Sachs Group Inc
|
238,684 | $241,397,836 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
642,765 | $181,054,044 | |
| 4 | WULF |
Terawulf Inc.
|
7,095,725 | $175,264,407 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,691,076 | $169,581,101 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
1,227,541 | $164,650,073 | |
| 7 | TW |
Tradeweb Markets Inc.
|
1,398,377 | $139,362,251 | |
| 8 | HUT |
Hut 8 Corp.
|
1,018,724 | $117,606,591 |
All Filings in HLI
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,650,073 | 1,227,541 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $1,059,627 | 7,900 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $1,407,476 | 9,800 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $70,108,389 | 488,152 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,839,297 | 16,300 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $2,578,012 | 14,800 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $11,685,187 | 67,083 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $14,837,449 | 72,265 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $2,792,352 | 13,600 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $307,980 | 1,500 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $1,151,680 | 6,400 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $17,734,612 | 98,553 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $611,830 | 3,400 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $1,211,250 | 7,500 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $2,422,500 | 15,000 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $15,309,231 | 94,794 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $43,119,256 | 248,297 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $1,059,326 | 6,100 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $764,104 | 4,400 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $41,639,375 | 263,507 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $979,724 | 6,200 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $869,110 | 5,500 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $2,670,228 | 19,800 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $833,434 | 6,180 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $620,356 | 4,600 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $128,190 | 1,000 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $2,166,411 | 16,900 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $828,817 | 6,912 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $47,964 | 400 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $2,134,398 | 17,800 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $85,696 | 800 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $3,267,160 | 30,500 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $2,272,871 | 21,218 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $904,452 | 9,200 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $49,155 | 500 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $279,968 | 3,200 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $1,006,135 | 11,500 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $3,445,706 | 39,384 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $322,492 | 3,700 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $1,106,932 | 12,700 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $4,158,490 | 47,711 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $49,350,606 | 654,691 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $376,900 | 5,000 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $655,806 | 8,700 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $8,383,075 | 106,209 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $315,720 | 4,000 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $852,444 | 10,800 | Call | Defined | 2022-08-15 | |
| 2022-03-31 | $728,740 | 8,300 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $763,157 | 8,692 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $588,260 | 6,700 | Put | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||