Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,996,285
-$3,727,505 QoQ
Shares Held
290,735
-2.3% QoQ
Ownership
0.416%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#47
of 514 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $745,384,896 across 44 Capital Markets names. HLI ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
170,305 | $172,241,367 | |
| 2 | MS |
Morgan Stanley
|
794,874 | $166,160,460 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,582,419 | $146,009,800 | |
| 4 | MC |
Moelis & Co
|
1,709,578 | $111,840,592 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
578,028 | $50,311,556 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
290,735 | $38,996,285 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
265,962 | $26,670,669 | |
| 8 | EVR |
Evercore Inc.
|
29,792 | $10,172,180 |
All Filings in HLI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,996,285 | 290,735 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $42,723,790 | 297,478 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,079,454 | 6,197 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,305,423 | 6,358 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,070,342 | 5,948 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $980,789 | 6,073 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $979,094 | 5,638 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $492,548 | 3,117 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $312,065 | 2,314 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $32,815 | 256 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,587 | 130 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,284 | 40 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $1,045 | 12 | Shares | Sole | 2023-02-13 | |
| 2021-12-31 | $16,356 | 158 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,131 | 110 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,996 | 110 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,316 | 110 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,630 | 54 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||