Integrated Investment Consultants, LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1665337
BLOOMFIELD HILLS, MI
Position in HLI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$414,192
-$31,172 QoQ
Shares Held
3,088
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#301
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Integrated Investment Consultants, LLC holds $3,339,381 across 6 Capital Markets names. HLI ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
16,065 | $1,482,315 | |
| 2 | MS |
Morgan Stanley
|
2,563 | $535,768 | |
| 3 | HLI |
Houlihan Lokey, Inc.
This page
|
3,088 | $414,192 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,265 | $356,325 | |
| 5 | SF |
Stifel Financial Corp
|
4,345 | $303,150 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
4,157 | $247,631 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,192 | 3,088 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $445,364 | 3,101 | Shares | Other | 2026-06-01 | |
| 2025-12-31 | $573,956 | 3,295 | Shares | Other | 2026-03-03 | |
| 2025-09-30 | $885,750 | 4,314 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $776,304 | 4,314 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,461,252 | 9,048 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,078,775 | 6,212 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $989,383 | 16,174 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $901,404 | 6,684 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $856,821 | 6,684 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $930,381 | 7,759 | Shares | Sole | 2024-05-28 | |
| 2023-09-30 | $839,820 | 7,840 | Shares | Sole | 2024-05-28 | |
| 2023-06-30 | $753,939 | 7,669 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $669,123 | 7,648 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $680,545 | 7,808 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $580,652 | 7,703 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $607,997 | 7,703 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $684,927 | 7,801 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $788,304 | 7,615 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $701,986 | 7,622 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $616,614 | 7,539 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $501,086 | 7,534 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $478,610 | 7,119 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $418,782 | 7,092 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $241,922 | 4,348 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $226,617 | 4,348 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||