Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$94,626,971
+$57,980,318 QoQ
Shares Held
705,487
+176.5% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#19
of 517 holders
Holding Since
Jun 2020
19 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, 2026Qube Research & Technologies Ltd holds $2,061,901,899 across 32 Capital Markets names. HLI ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
720,663 | $728,856,938 | |
| 2 | MS |
Morgan Stanley
|
1,424,082 | $297,690,101 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,037,800 | $188,027,806 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,442,839 | $125,584,706 | |
| 5 | SF |
Stifel Financial Corp
|
1,523,529 | $106,296,618 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
344,500 | $97,038,760 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
705,487 | $94,626,971 | |
| 8 | EVR |
Evercore Inc.
|
250,095 | $85,392,436 |
All Filings in HLI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,626,971 | 705,487 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $36,646,653 | 255,164 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,311,847 | 174,016 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $42,811,889 | 208,513 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $49,375,940 | 274,387 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,458,473 | 108,102 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,576,954 | 89,698 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,983,911 | 56,853 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,328,818 | 61,759 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,808,586 | 76,516 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $827,376 | 8,416 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $300,802 | 3,811 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,005,481 | 34,231 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,409,531 | 23,276 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $236,789 | 2,571 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $239,169 | 3,596 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $903,503 | 13,439 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $335,699 | 5,685 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $925,404 | 16,632 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||