Financial Management Professionals, Inc.
Position in HLI — Houlihan Lokey, Inc.
CIK 1568132
AUSTIN, TX
Position in HLI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$268
-$19 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#510
of 517 holders
Holding Since
Mar 2024
10 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, 2026Financial Management Professionals, Inc. holds $2,406,550 across 16 Capital Markets names. HLI ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
8,245 | $1,723,534 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,236 | $298,585 | |
| 3 | GS |
Goldman Sachs Group Inc
|
140 | $141,591 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
463 | $130,417 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
723 | $62,929 | |
| 6 | ETOR |
eToro Group Ltd.
|
536 | $21,155 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
139 | $13,938 | |
| 8 | IREN |
IREN Ltd
|
200 | $9,146 |
All Filings in HLI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268 | 2 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $287 | 2 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $348 | 2 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $410 | 2 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $359 | 2 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $323 | 2 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $347 | 2 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $316 | 2 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $269 | 2 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $256 | 2 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||