Position in HLI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$516,457
+$158,671 QoQ
Shares Held
3,596
+75.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 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 Mar 31, 2026Beacon Pointe Advisors, LLC holds $49,042,214 across 15 Capital Markets names. HLI ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
228,577 | $21,481,666 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,768 | $15,877,540 | |
| 3 | MS |
Morgan Stanley
|
38,756 | $6,378,074 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
3,768 | $1,133,527 | |
| 5 | WULF |
Terawulf Inc.
|
76,425 | $1,102,812 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
14,731 | $1,020,858 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
31,072 | $573,278 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
3,596 | $516,457 |
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $516,457 | 3,596 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $357,786 | 2,054 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $440,000 | 2,143 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $229,203 | 1,788 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $353,854 | 2,951 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $410,805 | 3,835 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||