JACOBS LEVY EQUITY MANAGEMENT, INC
Position in HLI — Houlihan Lokey, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$849,713
-$3,691,695 QoQ
Shares Held
6,335
-80.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#246
of 514 holders
Holding Since
Mar 2022
9 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, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $771,969,752 across 11 Capital Markets names. HLI ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,399,433 | $295,886,648 | |
| 2 | SNEX |
StoneX Group Inc.
|
1,943,481 | $153,534,999 | |
| 3 | SF |
Stifel Financial Corp
|
1,589,213 | $110,879,391 | |
| 4 | EVR |
Evercore Inc.
|
217,208 | $74,163,499 | |
| 5 | SCHW |
Schwab Charles Corp
|
761,360 | $70,250,687 | |
| 6 | PIPR |
Piper Sandler Companies
|
451,724 | $32,677,714 | |
| 7 | GOLD |
Gold.com, Inc.
|
553,336 | $23,024,310 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,944 | $9,493,401 |
All Filings in HLI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,713 | 6,335 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,541,408 | 31,621 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,594,958 | 26,379 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,847,080 | 18,737 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $60,841,634 | 338,103 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,682,803 | 239,522 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,280,437 | 18,890 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $46,802,569 | 592,963 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,324,615 | 151,761 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||