Steward Partners Investment Advisory, LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1723397
STAMFORD, CT
Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,680,783
+$1,245,184 QoQ
Shares Held
12,531
+313.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#203
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $122,174,425 across 38 Capital Markets names. HLI ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,121 | $43,611,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
258,576 | $23,858,807 | |
| 3 | MS |
Morgan Stanley
|
102,435 | $21,413,012 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
114,761 | $9,988,797 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,202 | $6,839,296 | |
| 6 | EVR |
Evercore Inc.
|
11,077 | $3,782,130 | |
| 7 | SF |
Stifel Financial Corp
|
47,953 | $3,345,680 | |
| 8 | IREN |
IREN Ltd
|
42,549 | $1,945,765 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,680,783 | 12,531 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $435,599 | 3,033 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $410,565 | 2,357 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $489,893 | 2,386 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $451,134 | 2,507 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $401,812 | 2,488 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $245,034 | 1,411 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $234,027 | 1,481 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,195 | 172 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $37,944 | 296 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,674 | 64 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,356 | 50 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,963 | 81 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,086 | 81 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,059 | 81 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,774 | 196 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,917 | 189 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $55,050 | 627 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $53,623 | 518 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $47,707 | 518 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $51,364 | 628 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $50,348 | 757 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,092 | 165 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,314 | 90 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,782 | 50 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,606 | 50 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||