Position in HLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$470,527
+$55,035 QoQ
Shares Held
3,508
+21.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#293
of 517 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 78%
Shared 22%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $24,761,378 across 9 Capital Markets names. HLI ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
174,703 | $16,119,845 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
24,445 | $2,451,344 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,980 | $2,002,512 | |
| 4 | MS |
Morgan Stanley
|
7,802 | $1,630,929 | |
| 5 | NMR |
Nomura Holdings Inc
|
86,688 | $761,120 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
8,024 | $698,408 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
3,508 | $470,527 | |
| 8 | SF |
Stifel Financial Corp
|
5,652 | $394,339 |
All Filings in HLI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,527 | 3,508 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $415,492 | 2,893 | Shares | Other | 2026-04-21 | |
| 2024-12-31 | $126,250 | 727 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,217 | 52 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $122,452 | 908 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||