Position in HLI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$25,354,325
-$2,366,345 QoQ
Shares Held
189,028
-2.1% QoQ
Ownership
0.270%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#62
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)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $770,868,956 across 32 Capital Markets names. HLI ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,409,310 | $294,602,162 | |
| 2 | GS |
Goldman Sachs Group Inc
|
219,334 | $221,827,827 | |
| 3 | MC |
Moelis & Co
|
1,843,458 | $120,599,022 | |
| 4 | SCHW |
Schwab Charles Corp
|
375,553 | $34,652,275 | |
| 5 | HLI |
Houlihan Lokey, Inc.
This page
|
189,028 | $25,354,325 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
186,772 | $18,729,496 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
214,526 | $18,672,343 | |
| 8 | IREN |
IREN Ltd
|
117,618 | $5,378,671 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,354,325 | 189,028 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $27,720,670 | 193,014 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $38,819,460 | 222,857 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $50,875,216 | 247,785 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $42,321,720 | 235,186 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $38,731,576 | 239,824 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $42,469,768 | 244,557 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $40,754,938 | 257,910 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,356,489 | 277,002 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $36,092,920 | 281,558 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $34,891,531 | 290,981 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $30,524,593 | 284,957 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,447,624 | 24,897 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,172,901 | 24,836 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,378,596 | 27,290 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,129,937 | 28,256 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,303,729 | 29,187 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,615,737 | 29,792 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,034,999 | 29,318 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,984,408 | 32,404 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,556,264 | 31,254 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,012,393 | 30,257 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,935,282 | 28,786 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,622,044 | 27,469 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,485,365 | 26,696 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,183,488 | 22,707 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||