Position in HLI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,986
-$636 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#444
of 514 holders
Holding Since
Jun 2023
13 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, 2026Key Financial Inc holds $1,654,124 across 8 Capital Markets names. HLI ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,044 | $636,317 | |
| 2 | GS |
Goldman Sachs Group Inc
|
626 | $633,117 | |
| 3 | SNEX |
StoneX Group Inc.
|
2,100 | $165,900 | |
| 4 | BGC |
BGC Group, Inc.
|
9,730 | $104,013 | |
| 5 | EVR |
Evercore Inc.
|
137 | $46,777 | |
| 6 | SCHW |
Schwab Charles Corp
|
476 | $43,920 | |
| 7 | PJT |
PJT Partners Inc.
|
100 | $15,094 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
67 | $8,986 |
All Filings in HLI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,986 | 67 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,622 | 67 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $11,670 | 67 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,756 | 67 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12,056 | 67 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,820 | 67 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,635 | 67 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $10,587 | 67 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,035 | 67 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,588 | 67 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,033 | 67 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $7,177 | 67 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,586 | 67 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||