Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,444,994
-$183,134 QoQ
Shares Held
25,684
+1.7% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#144
of 514 holders
Holding Since
Sep 2023
12 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, 2026Bell Asset Management Ltd holds $7,867,370 across 2 Capital Markets names. HLI ranks #2 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
15,700 | $4,422,376 | |
| 2 | HLI |
Houlihan Lokey, Inc.
This page
|
25,684 | $3,444,994 |
All Filings in HLI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,444,994 | 25,684 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,628,128 | 25,262 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,987,383 | 22,891 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,939,064 | 19,185 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,518,706 | 30,668 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,066,109 | 43,753 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,469,942 | 31,498 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,037,045 | 31,876 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,135,038 | 52,907 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,772,287 | 60,631 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,118,506 | 67,705 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,251,595 | 67,696 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||