Position in HLI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,842,095
-$1,531,815 QoQ
Shares Held
19,789
-21.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 99.85345393905705.ToString("F0")%
Shared 0.ToString("F0")%
None 0.14654606094294811.ToString("F0")%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Baird Financial Group, Inc. holds $958,136,436 across 17 Capital Markets names. HLI ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
8,445,361 | $793,695,025 | |
| 2 | GS |
Goldman Sachs Group Inc
|
107,170 | $90,664,747 | |
| 3 | MS |
Morgan Stanley
|
311,463 | $51,257,465 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
53,489 | $3,706,787 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
36,581 | $3,490,193 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
50,752 | $3,403,936 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
19,789 | $2,842,095 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
7,220 | $2,171,992 |
All Filings in HLI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||