Accredited Investors Inc.

Position in HLI — Houlihan Lokey, Inc.

CIK 1518364 EDINA, MN

Position in HLI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$294,549

-$20,840 QoQ

Shares Held

2,196

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#336

of 517 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Accredited Investors Inc. holds $2,279,135 across 4 Capital Markets names. HLI ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	817	$826,289
2	SCHW	Schwab Charles Corp	7,286	$672,279
3	MS	Morgan Stanley	2,325	$486,018
4	HLI	Houlihan Lokey, Inc. This page	2,196	$294,549

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,549	2,196	0.0%	Shares	Sole	2026-07-21
2026-03-31	$315,389	2,196	-65.7%	Shares	Sole	2026-04-30
2025-12-31	$1,115,338	6,403	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.