HIGHLAND CAPITAL MANAGEMENT, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 860486 MEMPHIS, TN

Position in HLI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,948,238

+$747,863 QoQ

Shares Held

14,525

+73.8% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#193

of 514 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HIGHLAND CAPITAL MANAGEMENT, LLC holds $46,719,178 across 4 Capital Markets names. HLI ranks #3 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	36,043	$36,452,808
2	MS	Morgan Stanley	33,940	$7,094,817
3	HLI	Houlihan Lokey, Inc. This page	14,525	$1,948,238
4	SCHW	Schwab Charles Corp	13,258	$1,223,315

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,948,238	14,525	+73.8%	Shares	Sole	2026-07-21
2026-03-31	$1,200,375	8,358	-0.5%	Shares	Sole	2026-04-13
2025-12-31	$1,463,196	8,400	+10.8%	Shares	Sole	2026-02-02
2025-09-30	$1,557,146	7,584	-5.9%	Shares	Sole	2025-10-16
2025-06-30	$1,450,756	8,062	—	Shares	Sole	2025-07-22
No filing history on record for this holder in this stock.