Utah Retirement Systems
PensionPosition in HLI — Houlihan Lokey, Inc.
CIK 1548392
SALT LAKE CITY, UT
Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$383,477
-$27,132 QoQ
Shares Held
2,859
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#310
of 517 holders
Holding Since
Jun 2023
13 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, 2026Utah Retirement Systems holds $131,121,397 across 21 Capital Markets names. HLI ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,783 | $44,280,812 | |
| 2 | MS |
Morgan Stanley
|
170,166 | $35,571,500 | |
| 3 | SCHW |
Schwab Charles Corp
|
248,161 | $22,897,815 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
117,545 | $11,787,412 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
65,929 | $5,738,460 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
12,154 | $3,423,538 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
27,152 | $1,700,529 | |
| 8 | IREN |
IREN Ltd
|
16,851 | $770,596 |
All Filings in HLI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,477 | 2,859 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $410,609 | 2,859 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $498,009 | 2,859 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $587,009 | 2,859 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $514,477 | 2,859 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $452,200 | 2,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $486,248 | 2,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $442,456 | 2,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $364,122 | 2,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $358,932 | 2,800 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $335,748 | 2,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $299,936 | 2,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $265,437 | 2,700 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||