Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$124,708,706
-$70,816,994 QoQ
Shares Held
929,760
-31.7% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#15
of 514 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $5,382,471,364 across 26 Capital Markets names. HLI ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,136,909 | $1,149,835,651 | |
| 2 | MS |
Morgan Stanley
|
5,129,203 | $1,072,208,592 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,971,114 | $735,494,688 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,382,141 | $642,541,548 | |
| 5 | TW |
Tradeweb Markets Inc.
|
6,204,054 | $618,296,019 | |
| 6 | EVR |
Evercore Inc.
|
624,987 | $213,395,560 | |
| 7 | SF |
Stifel Financial Corp
|
2,565,429 | $178,989,979 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
929,760 | $124,708,706 |
All Filings in HLI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,708,706 | 929,760 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $195,525,700 | 1,361,410 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $223,627,384 | 1,283,813 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $281,843,375 | 1,372,703 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $262,586,095 | 1,459,217 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $225,316,400 | 1,395,148 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $260,434,250 | 1,499,679 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $292,438,128 | 1,850,640 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $267,753,198 | 1,985,416 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $258,212,472 | 2,014,295 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $266,322,144 | 2,221,017 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $291,761,347 | 2,723,687 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $171,542,197 | 1,744,911 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $37,204,945 | 425,248 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $26,337,920 | 302,179 | Shares | Defined | 2023-02-13 | |
| 2022-03-31 | $296,237 | 3,374 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $349,276 | 3,374 | Shares | Defined | 2022-02-11 | |
| 2021-06-30 | $396,027 | 4,842 | Shares | Defined | 2021-08-16 | |
| 2020-06-30 | $742,905 | 13,352 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,426,681 | 65,746 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||