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Equibles

Bell Investment Advisors, Inc

Position in HLI — Houlihan Lokey, Inc.

CIK 1890149 ORINDA, CA
Back to HLI Full portfolio

Position in HLI

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$11,803
-$1,410 QoQ
Shares Held
88
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#438
of 518 holders
Holding Since
Sep 2021
19 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, 2026

Bell Investment Advisors, Inc holds $764,661 across 29 Capital Markets names. HLI ranks #8 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 261 $263,967
2 SCHW
Schwab Charles Corp
 1,597 $147,355
3 MS
Morgan Stanley
 702 $146,746
4 HOOD
Robinhood Markets, Inc.
 629 $63,076
5 EVR
Evercore Inc.
 122 $41,655
6 TW
Tradeweb Markets Inc.
 130 $12,955
7 LPLA
LPL Financial Holdings Inc.
 42 $11,830
8 HLI
Houlihan Lokey, Inc.
This page 		88 $11,803

All Filings in HLI

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,803 88
2026-03-31 $13,213 92
2025-12-31 $15,328 88
2025-09-30 $18,068 88
2025-06-30 $17,095 95
2025-03-31 $15,342 95
2024-12-31 $16,497 95
2024-09-30 $15,011 95
2024-06-30 $12,811 95
2024-03-31 $12,178 95
2023-12-31 $11,391 95
2023-09-30 $10,712 100
2023-06-30 $9,339 95
2023-03-31 $9,798 112
2022-12-31 $13,509 155
2022-09-30 $10,854 144
2022-06-30 $10,024 127
2021-12-31 $13,043 126
2021-09-30 $7,183 78