Corient Private Wealth LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1948780 MIAMI, FL

Position in HLI

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$4,274,857

-$551,349 QoQ

Shares Held

31,871

-5.2% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 1% None 99%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $602,142,358 across 35 Capital Markets names. HLI ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,528,373	$319,491,091
2	GS	Goldman Sachs Group Inc	134,486	$136,015,105
3	SCHW	Schwab Charles Corp	682,541	$62,978,057
4	IBKR	Interactive Brokers Group, Inc.	270,820	$23,572,172
5	EVR	Evercore Inc.	40,698	$13,895,924
6	LPLA	LPL Financial Holdings Inc.	30,811	$8,678,842
7	HOOD	Robinhood Markets, Inc.	64,547	$6,472,772
8	HLI	Houlihan Lokey, Inc. This page	31,871	$4,274,857

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,274,857	31,871	-5.2%	Shares	Sole	2026-08-27
2026-03-31	$4,826,206	33,604	+161.5%	Shares	Sole	2026-05-15
2025-12-31	$2,238,515	12,851	-7.2%	Shares	Sole	2026-03-09
2025-09-30	$2,844,708	13,855	+8.0%	Shares	Other	2025-11-14
2025-06-30	$2,309,477	12,834	-9.2%	Shares	Sole	2025-09-26
2025-03-31	$2,282,479	14,133	-21.7%	Shares	Defined	2025-05-14
2024-12-31	$3,135,083	18,053	+2.1%	Shares	Sole	2025-02-10
2024-09-30	$2,794,741	17,686	-22.1%	Shares	Sole	2024-11-12
2024-06-30	$3,060,917	22,697	+1.7%	Shares	Sole	2024-08-13
2024-03-31	$2,859,662	22,308	+0.1%	Shares	Sole	2024-05-09
2023-12-31	$2,673,153	22,293	+3.3%	Shares	Sole	2024-02-09
2023-09-30	$2,311,542	21,579	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.