Corient Private Wealth LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1948780 MIAMI, FL

Position in HLI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,826,206

+$2,587,691 QoQ

Shares Held

33,604

+161.5% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 95.51137040123824.ToString("F0")% Shared 0.48220026193594473.ToString("F0")% None 4.006429336825812.ToString("F0")%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $562,985,352 across 33 Capital Markets names. HLI ranks #8 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,685,994	$277,464,031
2	GS	Goldman Sachs Group Inc	169,542	$143,430,835
3	SCHW	Schwab Charles Corp	805,140	$75,667,057
4	EVR	Evercore Inc.	43,669	$13,035,632
5	LPLA	LPL Financial Holdings Inc.	32,562	$9,795,625
6	IBKR	Interactive Brokers Group, Inc.	118,302	$7,934,514
7	HOOD	Robinhood Markets, Inc.	79,474	$5,507,547
8	HLI	Houlihan Lokey, Inc. This page	33,604	$4,826,206

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.