Sunbelt Securities, Inc.
Broker-DealerPosition in HLI — Houlihan Lokey, Inc.
CIK 1632932
HOUSTON, TX
Position in HLI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,164
-$887 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 2026Sunbelt Securities, Inc. holds $6,531,857 across 21 Capital Markets names. HLI ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,746 | $3,169,078 | |
| 2 | SCHW |
Schwab Charles Corp
|
21,505 | $2,021,039 | |
| 3 | MS |
Morgan Stanley
|
6,566 | $1,080,566 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
6,601 | $130,567 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
353 | $33,679 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
317 | $21,968 | |
| 7 | PJT |
PJT Partners Inc.
|
82 | $11,457 | |
| 8 | IREN |
IREN Ltd
|
301 | $10,318 |
All Filings in HLI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,164 | 29 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,051 | 29 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $5,954 | 29 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $5,218 | 29 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,683 | 29 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,036 | 29 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,582 | 29 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $3,910 | 29 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,717 | 29 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,477 | 29 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,106 | 29 | Shares | Sole | 2023-12-11 | |
| No filing history on record for this holder in this stock. | ||||||