Position in HLI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$764,004
-$15,134 QoQ
Shares Held
5,696
+5.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#253
of 517 holders
Holding Since
Mar 2021
22 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, 2026Fulton Bank, N.A. holds $13,789,148 across 9 Capital Markets names. HLI ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
27,755 | $5,801,904 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,516 | $3,555,976 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
4,951 | $1,394,596 | |
| 4 | HLI |
Houlihan Lokey, Inc.
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|
5,696 | $764,004 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,202 | $521,656 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,759 | $501,263 | |
| 7 | SCHW |
Schwab Charles Corp
|
5,143 | $474,544 | |
| 8 | MC |
Moelis & Co
|
6,931 | $453,426 |
All Filings in HLI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,004 | 5,696 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $779,138 | 5,425 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $990,618 | 5,687 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,078,750 | 5,254 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,112,090 | 6,180 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,100,460 | 6,814 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,323,461 | 7,621 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $1,138,217 | 7,203 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $905,449 | 6,714 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $860,026 | 6,709 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $773,659 | 6,452 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $622,688 | 5,813 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $532,741 | 5,419 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $435,611 | 4,979 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $398,233 | 4,569 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $297,449 | 3,946 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $255,495 | 3,237 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $254,355 | 2,897 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $321,739 | 3,108 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $291,220 | 3,162 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $256,411 | 3,135 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $203,320 | 3,057 | Shares | Sole | 2021-04-05 | |
| No filing history on record for this holder in this stock. | ||||||