NAPLES GLOBAL ADVISORS, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1582151 NAPLES, FL

Position in HLI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$697,476

+$58,367 QoQ

Shares Held

5,200

+16.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#256

of 514 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $10,240,719 across 5 Capital Markets names. HLI ranks #3 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	81,562	$7,525,725
2	GS	Goldman Sachs Group Inc	735	$743,356
3	HLI	Houlihan Lokey, Inc. This page	5,200	$697,476
4	MS	Morgan Stanley	3,172	$663,074
5	MC	Moelis & Co	9,341	$611,088

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,476	5,200	+16.9%	Shares	Sole	2026-07-23
2026-03-31	$639,109	4,450	+12.2%	Shares	Sole	2026-04-20
2025-12-31	$690,663	3,965	0.0%	Shares	Sole	2026-02-04
2025-09-30	$814,093	3,965	-0.3%	Shares	Sole	2025-10-30
2025-06-30	$715,301	3,975	-6.0%	Shares	Sole	2025-07-18
2025-03-31	$683,145	4,230	-12.4%	Shares	Sole	2025-04-10
2024-12-31	$838,777	4,830	-18.1%	Shares	Sole	2025-01-29
2024-09-30	$932,318	5,900	-0.4%	Shares	Sole	2024-10-24
2024-06-30	$799,045	5,925	-1.3%	Shares	Sole	2024-07-18
2024-03-31	$769,780	6,005	0.0%	Shares	Sole	2024-04-29
2023-12-31	$720,059	6,005	-14.2%	Shares	Sole	2024-01-11
2023-09-30	$749,840	7,000	-0.1%	Shares	Sole	2023-10-16
2023-06-30	$689,153	7,010	+3.2%	Shares	Sole	2023-07-17
2023-03-31	$594,494	6,795	-8.6%	Shares	Sole	2023-04-17
2022-12-31	$648,034	7,435	0.0%	Shares	Sole	2023-04-17
2022-09-30	$560,450	7,435	+8.2%	Shares	Sole	2022-10-20
2022-06-30	$542,249	6,870	+18.1%	Shares	Sole	2022-08-11
2022-03-31	$510,557	5,815	+21.3%	Shares	Sole	2022-04-28
2021-12-31	$496,378	4,795	+12.4%	Shares	Sole	2022-02-04
2021-09-30	$392,806	4,265	+35.8%	Shares	Sole	2021-10-29
2021-06-30	$256,820	3,140	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.