Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$54,528,003
+$38,304,832 QoQ
Shares Held
406,531
+259.9% QoQ
Ownership
0.582%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 514 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, 2026Capital International Investors holds $2,739,225,927 across 11 Capital Markets names. HLI ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
6,284,290 | $1,313,667,981 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
5,117,119 | $513,144,693 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,602,660 | $332,417,438 | |
| 4 | MRX |
Marex Group Ltd
|
3,264,364 | $198,962,985 | |
| 5 | EVR |
Evercore Inc.
|
324,747 | $110,881,615 | |
| 6 | TW |
Tradeweb Markets Inc.
|
931,495 | $92,832,791 | |
| 7 | FUTU |
Futu Holdings Ltd
|
888,482 | $83,286,302 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
406,531 | $54,528,003 |
All Filings in HLI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,528,003 | 406,531 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $16,223,171 | 112,959 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $54,561,882 | 313,232 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $117,218,009 | 570,904 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $143,664,522 | 798,358 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $128,378,126 | 794,911 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $137,763,088 | 793,292 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $125,308,437 | 792,991 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $106,920,918 | 792,829 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $101,571,218 | 792,349 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $94,977,473 | 792,073 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $54,130,628 | 505,327 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $49,679,188 | 505,332 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||