Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,750,228
-$3,328,303 QoQ
Shares Held
214,346
-4.0% QoQ
Ownership
0.307%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#56
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ancora Advisors LLC holds $51,431,058 across 11 Capital Markets names. HLI ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
This page
|
214,346 | $28,750,228 | |
| 2 | SF |
Stifel Financial Corp
|
254,005 | $17,721,928 | |
| 3 | SCHW |
Schwab Charles Corp
|
25,476 | $2,350,670 | |
| 4 | SNEX |
StoneX Group Inc.
|
29,648 | $2,342,152 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,192 | $119,533 | |
| 6 | MS |
Morgan Stanley
|
458 | $95,740 | |
| 7 | BGC |
BGC Group, Inc.
|
4,000 | $42,760 | |
| 8 | MARA |
MARA Holdings, Inc.
|
225 | $3,125 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,750,228 | 214,346 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,078,531 | 223,357 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $48,818,662 | 280,261 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,838,324 | 276,828 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $50,605,897 | 281,222 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $45,280,077 | 280,372 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,279,671 | 283,771 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $45,433,752 | 287,519 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $38,339,753 | 284,293 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $36,601,706 | 285,527 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $33,784,042 | 281,745 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,302,105 | 282,880 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,790,172 | 282,679 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,845,409 | 283,980 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $21,769,342 | 249,763 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,032,780 | 239,225 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,761,739 | 237,701 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,548,623 | 234,039 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $25,604,015 | 247,334 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,137,405 | 272,936 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $22,226,022 | 271,745 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $17,677,027 | 265,780 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $14,932,387 | 222,109 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $12,727,931 | 215,545 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $945,880 | 17,000 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $722,904 | 13,870 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||