Hilton Capital Management, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1541211 Garden City, NY

Position in HLI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,769,187

-$63,456 QoQ

Shares Held

28,101

+5.3% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#139

of 514 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Hilton Capital Management, LLC holds $7,578,331 across 2 Capital Markets names. HLI ranks #2 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MC	Moelis & Co	58,226	$3,809,144
2	HLI	Houlihan Lokey, Inc. This page	28,101	$3,769,187

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,769,187	28,101	+5.3%	Shares	Sole	2026-08-04
2026-03-31	$3,832,643	26,686	+15.2%	Shares	Sole	2026-05-15
2025-12-31	$4,035,633	23,168	+24.9%	Shares	Sole	2026-02-12
2025-09-30	$3,807,864	18,546	-9.7%	Shares	Sole	2025-11-12
2025-06-30	$3,697,792	20,549	-1.9%	Shares	Sole	2025-08-14
2025-03-31	$3,382,617	20,945	+12.7%	Shares	Sole	2025-05-13
2024-12-31	$3,227,992	18,588	+4.9%	Shares	Sole	2025-02-10
2024-09-30	$2,800,272	17,721	-11.8%	Shares	Sole	2024-11-08
2024-06-30	$2,708,663	20,085	+3.0%	Shares	Sole	2024-08-07
2024-03-31	$2,498,807	19,493	+128.9%	Shares	Sole	2024-05-10
2023-12-31	$1,021,153	8,516	+205.0%	Shares	Sole	2024-02-09
2023-09-30	$299,079	2,792	-1.1%	Shares	Sole	2023-11-13
2023-06-30	$277,430	2,822	-98.0%	Shares	Sole	2023-07-31
2021-09-30	$13,100,119	142,238	-19.1%	Shares	Sole	2021-11-12
2021-06-30	$14,387,024	175,902	-0.0%	Shares	Sole	2021-08-11
2021-03-31	$11,700,838	175,926	-2.0%	Shares	Sole	2021-05-11
2020-12-31	$12,073,230	179,581	-6.4%	Shares	Sole	2021-02-10
2020-09-30	$11,326,675	191,815	+132.5%	Shares	Sole	2020-11-13
2020-06-30	$4,591,078	82,514	—	Shares	Sole	2020-07-14
No filing history on record for this holder in this stock.