Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,726,460
-$115,635 QoQ
Shares Held
20,327
+2.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#166
of 514 holders
Holding Since
Jun 2021
14 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, 2026Baird Financial Group, Inc. holds $1,011,763,729 across 19 Capital Markets names. HLI ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
8,722,348 | $804,811,049 | |
| 2 | GS |
Goldman Sachs Group Inc
|
110,233 | $111,486,347 | |
| 3 | MS |
Morgan Stanley
|
327,172 | $68,392,034 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
78,396 | $7,861,550 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
50,337 | $4,381,331 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
20,327 | $2,726,460 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
36,253 | $2,270,525 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
6,767 | $1,906,128 |
All Filings in HLI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,726,460 | 20,327 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,842,095 | 19,789 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,373,910 | 25,110 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,661,082 | 27,572 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,805,726 | 32,263 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $8,312,243 | 51,469 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $545,812 | 3,143 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $343,083 | 2,544 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $248,944 | 1,942 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $1,657,056 | 20,994 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,873,739 | 21,341 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,664,190 | 25,736 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,448,846 | 26,589 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $713,126 | 8,719 | Shares | Defined | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||