Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$133,162,520
+$45,418,887 QoQ
Shares Held
992,787
+62.5% QoQ
Ownership
1.42%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#13
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,323,492,367 across 34 Capital Markets names. HLI ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,597,715 | $543,026,342 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
4,601,941 | $400,552,944 | |
| 3 | GS |
Goldman Sachs Group Inc
|
368,372 | $372,560,389 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,880,809 | $288,887,526 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,557,515 | $235,981,908 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
1,229,929 | $139,584,641 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
992,787 | $133,162,520 | |
| 8 | TW |
Tradeweb Markets Inc.
|
455,906 | $45,435,591 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,162,520 | 992,787 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $87,743,633 | 610,943 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $109,526,839 | 628,778 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $136,688,915 | 665,736 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $122,688,290 | 681,791 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $113,155,136 | 700,651 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $163,401,903 | 940,930 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $146,410,744 | 926,533 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $125,482,105 | 930,462 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $128,611,232 | 1,003,286 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $124,014,039 | 1,034,226 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $111,816,569 | 1,043,844 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $102,990,244 | 1,047,607 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $94,502,061 | 1,080,147 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $95,713,272 | 1,098,133 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $83,390,934 | 1,106,274 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $88,239,872 | 1,117,951 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $100,457,335 | 1,144,161 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $121,519,747 | 1,173,877 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $116,621,901 | 1,266,253 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $117,322,111 | 1,434,431 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $100,339,845 | 1,508,643 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $120,800,074 | 1,796,818 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $105,321,698 | 1,783,602 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $101,425,321 | 1,822,885 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $84,955,600 | 1,630,000 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||