Position in HLI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,382,654
-$521,263 QoQ
Shares Held
16,590
-0.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78.14948764315854.ToString("F0")%
Shared 3.646775165762507.ToString("F0")%
None 18.203737191078964.ToString("F0")%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $613,900,482 across 41 Capital Markets names. HLI ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,411,894 | $396,925,392 | |
| 2 | GS |
Goldman Sachs Group Inc
|
172,593 | $146,011,948 | |
| 3 | SCHW |
Schwab Charles Corp
|
401,548 | $37,737,478 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
132,619 | $9,190,493 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
57,096 | $3,829,425 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
71,409 | $2,947,047 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
8,940 | $2,689,417 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
16,590 | $2,382,654 |
All Filings in HLI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,382,654 | 16,590 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,903,917 | 16,671 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $3,587,964 | 17,475 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,761,871 | 15,348 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,738,231 | 16,955 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,240,038 | 12,899 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $2,203,586 | 13,945 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $1,828,429 | 13,558 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,057,832 | 16,053 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,151,182 | 17,940 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $2,060,130 | 19,232 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,983,305 | 20,174 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,943,063 | 22,209 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,428,450 | 27,862 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $2,450,073 | 32,503 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,955,690 | 37,447 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,933,263 | 44,798 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $5,228,896 | 50,511 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $636,316 | 6,909 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $344,580 | 4,213 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $288,651 | 4,340 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $272,953 | 4,060 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $270,152 | 4,575 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $283,985 | 5,104 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $248,454 | 4,767 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||