Vanguard Personalized Indexing Management, LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1767306
OAKLAND, CA
Position in HLI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,837,044
-$447,806 QoQ
Shares Held
13,696
-13.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#195
of 514 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $160,104,836 across 36 Capital Markets names. HLI ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
54,465 | $55,084,267 | |
| 2 | MS |
Morgan Stanley
|
214,934 | $44,929,803 | |
| 3 | SCHW |
Schwab Charles Corp
|
198,471 | $18,312,919 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
80,724 | $8,095,002 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
51,842 | $4,512,327 | |
| 6 | EVR |
Evercore Inc.
|
12,677 | $4,328,434 | |
| 7 | NMR |
Nomura Holdings Inc
|
374,709 | $3,289,945 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
7,740 | $2,180,203 |
All Filings in HLI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,837,044 | 13,696 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,284,850 | 15,909 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,577,464 | 9,056 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,017,269 | 9,825 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,608,753 | 8,940 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,216,418 | 7,532 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,261,118 | 7,262 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,122,258 | 7,102 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $933,635 | 6,923 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $692,610 | 5,403 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $713,704 | 5,952 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $556,916 | 5,199 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $508,852 | 5,176 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $421,526 | 4,818 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $361,278 | 4,145 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||