Linden Thomas Advisory Services, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1965702 Charlotte, NC

Position in HLI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,334,593

-$140,528 QoQ

Shares Held

9,950

-3.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#214

of 514 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Linden Thomas Advisory Services, LLC holds $4,255,466 across 7 Capital Markets names. HLI ranks #1 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLI	Houlihan Lokey, Inc. This page	9,950	$1,334,593
2	TW	Tradeweb Markets Inc.	12,465	$1,242,261
3	GS	Goldman Sachs Group Inc	590	$596,708
4	EVR	Evercore Inc.	992	$338,708
5	PJT	PJT Partners Inc.	1,892	$285,578
6	SCHW	Schwab Charles Corp	2,614	$241,193
7	MKTX	Marketaxess Holdings Inc	1,907	$216,425

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,334,593	9,950	-3.1%	Shares	Sole	2026-07-16
2026-03-31	$1,475,121	10,271	+9.9%	Shares	Sole	2026-04-10
2025-12-31	$1,628,676	9,350	+3.2%	Shares	Sole	2026-01-16
2025-09-30	$1,860,609	9,062	+3.3%	Shares	Sole	2025-11-06
2025-06-30	$1,578,341	8,771	-14.0%	Shares	Sole	2025-07-31
2025-03-31	$1,646,654	10,196	+7.8%	Shares	Sole	2025-04-30
2024-12-31	$1,641,955	9,455	+2.2%	Shares	Sole	2025-01-21
2024-09-30	$1,461,210	9,247	+5.5%	Shares	Sole	2024-10-17
2024-06-30	$1,182,452	8,768	+2.5%	Shares	Sole	2024-07-10
2024-03-31	$1,097,050	8,558	-9.1%	Shares	Sole	2024-04-30
2023-12-31	$1,128,473	9,411	+18.0%	Shares	Sole	2024-02-01
2023-09-30	$854,282	7,975	+13.2%	Shares	Sole	2023-10-20
2023-06-30	$692,888	7,048	+23.9%	Shares	Sole	2023-07-27
2023-03-31	$497,730	5,689	+45.9%	Shares	Sole	2023-04-25
2022-12-31	$339,749	3,898	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.