JAMES INVESTMENT RESEARCH, INC.

Position in HLI — Houlihan Lokey, Inc.

CIK 810384 ALPHA, OH

Position in HLI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$703,914

-$49,803 QoQ

Shares Held

5,248

0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#255

of 513 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

JAMES INVESTMENT RESEARCH, INC. holds $22,212,461 across 5 Capital Markets names. HLI ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	14,146	$14,306,840
2	EVR	Evercore Inc.	8,188	$2,795,710
3	PIPR	Piper Sandler Companies	37,536	$2,715,354
4	LPLA	LPL Financial Holdings Inc.	6,002	$1,690,643
5	HLI	Houlihan Lokey, Inc. This page	5,248	$703,914

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$703,914	5,248	0.0%	Shares	Sole	2026-07-24
2026-03-31	$753,717	5,248	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$913,103	5,242	-29.7%	Shares	Sole	2026-01-29
2025-09-30	$1,530,865	7,456	+17.6%	Shares	Sole	2025-10-31
2025-06-30	$1,141,062	6,341	0.0%	Shares	Sole	2025-08-01
2025-03-31	$1,024,071	6,341	0.0%	Shares	Sole	2025-05-02
2024-12-31	$1,101,178	6,341	0.0%	Shares	Sole	2025-01-30
2024-09-30	$1,002,004	6,341	0.0%	Shares	Sole	2024-10-29
2024-06-30	$855,147	6,341	-0.0%	Shares	Sole	2024-07-30
2024-03-31	$813,109	6,343	+0.1%	Shares	Sole	2024-05-01
2023-12-31	$759,989	6,338	0.0%	Shares	Sole	2024-02-06
2023-09-30	$678,926	6,338	0.0%	Shares	Sole	2023-10-31
2023-06-30	$623,088	6,338	+0.0%	Shares	Sole	2023-08-07
2023-03-31	$554,249	6,335	0.0%	Shares	Sole	2023-04-26
2022-12-31	$552,158	6,335	0.0%	Shares	Sole	2023-01-30
2022-09-30	$477,532	6,335	+34.0%	Shares	Sole	2022-10-31
2022-06-30	$373,181	4,728	+0.3%	Shares	Sole	2022-08-01
2022-03-31	$413,713	4,712	+0.3%	Shares	Sole	2022-04-22
2021-12-31	$486,544	4,700	0.0%	Shares	Sole	2022-01-28
2021-09-30	$432,870	4,700	0.0%	Shares	Sole	2021-10-22
2021-06-30	$384,413	4,700	0.0%	Shares	Sole	2021-07-26
2021-03-31	$312,597	4,700	0.0%	Shares	Sole	2021-04-22
2020-12-31	$315,981	4,700	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.