Position in HLI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$936,629
-$141,382 QoQ
Shares Held
6,983
-7.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#237
of 514 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $45,780,263 across 16 Capital Markets names. HLI ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,988 | $18,192,523 | |
| 2 | MS |
Morgan Stanley
|
66,996 | $14,004,843 | |
| 3 | SCHW |
Schwab Charles Corp
|
24,714 | $2,280,360 | |
| 4 | BGC |
BGC Group, Inc.
|
185,459 | $1,982,556 | |
| 5 | TW |
Tradeweb Markets Inc.
|
14,852 | $1,480,150 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
10,396 | $1,042,510 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
6,983 | $936,629 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
3,249 | $915,178 |
All Filings in HLI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,629 | 6,983 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,078,011 | 7,506 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $706,340 | 4,055 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $660,103 | 3,215 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $576,379 | 3,203 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||