Callan Family Office, LLC
Family OfficePosition in HLI — Houlihan Lokey, Inc.
CIK 1938970
RADNOR, PA
Position in HLI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$872,515
+$68,100 QoQ
Shares Held
6,505
+16.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#245
of 517 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $64,325,689 across 14 Capital Markets names. HLI ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
20,918 | $21,155,837 | |
| 2 | SCHW |
Schwab Charles Corp
|
217,027 | $20,025,081 | |
| 3 | MS |
Morgan Stanley
|
38,006 | $7,944,774 | |
| 4 | MC |
Moelis & Co
|
81,327 | $5,320,412 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
7,444 | $2,096,825 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
17,626 | $1,767,535 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
18,156 | $1,580,298 | |
| 8 | NMR |
Nomura Holdings Inc
|
173,593 | $1,524,146 |
All Filings in HLI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,515 | 6,505 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $804,415 | 5,601 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $714,875 | 4,104 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $425,423 | 2,072 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $843,605 | 4,688 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $242,250 | 1,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $245,381 | 1,413 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||