Position in HLI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$150,510,760
+$149,319,321 QoQ
Shares Held
1,122,126
0.0% QoQ
Ownership
1.61%
of shares outstanding
% of Portfolio
20.48%
of 13F equity value
Holder Rank
#12
of 514 holders
Holding Since
Sep 2025
4 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, 2026Mayflower Financial Advisors, LLC holds $159,569,858 across 8 Capital Markets names. HLI ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
This page
|
1,122,126 | $150,510,760 | |
| 2 | MS |
Morgan Stanley
|
28,503 | $5,958,267 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,735 | $1,754,726 | |
| 4 | SCHW |
Schwab Charles Corp
|
5,870 | $541,624 | |
| 5 | WULF |
Terawulf Inc.
|
10,000 | $247,000 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,225 | $223,123 | |
| 7 | IREN |
IREN Ltd
|
4,485 | $205,099 | |
| 8 | NMR |
Nomura Holdings Inc
|
14,722 | $129,259 |
All Filings in HLI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,510,760 | 1,122,126 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,191,439 | 1,122,126 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,207,341 | 1,122,132 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,161,061 | 1,121,832 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||