BARCLAYS PLC

Position in HLI — Houlihan Lokey, Inc.

CIK 312069 LONDON, X0

Position in HLI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$26,897,758

+$12,547,824 QoQ

Shares Held

200,535

+100.7% QoQ

Ownership

0.287%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#61

of 514 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BARCLAYS PLC holds $3,680,089,370 across 60 Capital Markets names. HLI ranks #11 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,444,543	$1,460,967,451
2	MS	Morgan Stanley	4,005,043	$837,214,187
3	SCHW	Schwab Charles Corp	3,656,904	$337,422,531
4	HOOD	Robinhood Markets, Inc.	3,165,076	$317,393,820
5	IBKR	Interactive Brokers Group, Inc.	2,618,674	$227,929,384
6	JEF	Jefferies Financial Group Inc.	1,596,595	$79,797,816
7	IREN	IREN Ltd	1,162,618	$53,166,520
8	WULF	Terawulf Inc.	2,151,514	$53,142,395

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,897,758	200,535	+100.7%	Shares	Defined	2026-08-14
2026-03-31	$14,349,934	99,916	-18.7%	Shares	Defined	2026-05-15
2025-12-31	$21,407,950	122,900	-46.3%	Shares	Sole	2026-02-13
2025-09-30	$47,033,677	229,075	+74.2%	Shares	Sole	2026-03-31
2025-06-30	$23,664,683	131,507	-8.1%	Shares	Sole	2026-02-27
2025-03-31	$23,118,563	143,149	+145.0%	Shares	Sole	2026-03-17
2024-12-31	$10,145,564	58,422	+58.7%	Shares	Sole	2026-03-19
2024-09-30	$5,818,453	36,821	+21.4%	Shares	Sole	2026-03-31
2024-06-30	$4,091,382	30,338	-54.5%	Shares	Sole	2026-03-23
2024-03-31	$8,552,836	66,720	-8.1%	Shares	Sole	2026-03-24
2023-12-31	$8,709,302	72,632	+188.2%	Shares	Sole	2026-03-24
2023-09-30	$2,700,065	25,206	-40.8%	Shares	Sole	2026-03-26
2023-06-30	$4,188,595	42,606	+65.7%	Shares	Sole	2026-03-27
2023-03-31	$2,250,242	25,720	+11.5%	Shares	Sole	2026-03-30
2022-12-31	$2,009,909	23,060	+37.8%	Shares	Sole	2026-03-30
2022-09-30	$1,261,860	16,740	+36.4%	Shares	Sole	2022-11-03
2022-06-30	$968,785	12,274	-42.4%	Shares	Sole	2022-08-12
2022-03-31	$1,869,876	21,297	-67.3%	Shares	Sole	2022-05-16
2021-12-31	$6,750,642	65,211	+146.7%	Shares	Sole	2022-02-14
2021-09-30	$2,434,203	26,430	+25.9%	Shares	Sole	2021-11-09
2021-06-30	$1,717,016	20,993	-58.8%	Shares	Sole	2021-08-13
2021-03-31	$3,390,413	50,976	-0.6%	Shares	Sole	2021-05-13
2020-12-31	$3,447,956	51,286	+0.4%	Shares	Sole	2021-02-11
2020-09-30	$3,016,510	51,084	+86.1%	Shares	Sole	2020-11-12
2020-06-30	$1,527,428	27,452	-41.7%	Shares	Sole	2020-08-12
2020-03-31	$2,454,591	47,095	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.