NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1629649
MILWAUKEE, WI
Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,635,849
-$112,868 QoQ
Shares Held
12,196
+0.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#207
of 514 holders
Holding Since
Dec 2023
11 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, 2026NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC holds $35,075,732 across 9 Capital Markets names. HLI ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,458 | $9,565,537 | |
| 2 | MS |
Morgan Stanley
|
38,433 | $8,034,034 | |
| 3 | SCHW |
Schwab Charles Corp
|
52,415 | $4,836,332 | |
| 4 | EVR |
Evercore Inc.
|
8,701 | $2,970,869 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
25,366 | $2,543,702 | |
| 6 | SF |
Stifel Financial Corp
|
34,507 | $2,407,553 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
36,788 | $1,838,664 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
12,196 | $1,635,849 |
All Filings in HLI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,635,849 | 12,196 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,748,717 | 12,176 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,124,595 | 12,197 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,488,273 | 12,119 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,161,199 | 12,010 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,939,938 | 12,012 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,068,116 | 11,909 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,862,265 | 11,785 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,576,243 | 11,688 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,490,208 | 11,625 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,376,926 | 11,483 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||