MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 922127
New York, NY
Position in HLI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,799,988
-$806,127 QoQ
Shares Held
50,697
-4.3% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#113
of 518 holders
Holding Since
Mar 2020
26 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, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $138,666,543 across 21 Capital Markets names. HLI ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
33,858 | $34,242,965 | |
| 2 | MS |
Morgan Stanley
|
145,748 | $30,467,161 | |
| 3 | SCHW |
Schwab Charles Corp
|
187,606 | $17,310,405 | |
| 4 | PJT |
PJT Partners Inc.
|
64,871 | $9,791,628 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
81,532 | $8,176,028 | |
| 6 | SF |
Stifel Financial Corp
|
104,523 | $7,292,569 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
50,697 | $6,799,988 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
196,208 | $5,372,175 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,799,988 | 50,697 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,606,115 | 52,960 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,563,205 | 54,901 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,812,059 | 57,530 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,507,100 | 58,389 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $9,729,406 | 60,244 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,812,766 | 62,264 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $10,022,102 | 63,423 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,627,263 | 63,972 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,012,515 | 62,505 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,900,270 | 65,885 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,806,080 | 35,531 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,701,174 | 37,648 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,545,532 | 40,525 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,694,973 | 42,393 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,152,693 | 41,824 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,101,475 | 39,294 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,689,615 | 64,802 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $7,000,022 | 67,620 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,286,009 | 68,252 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,662,894 | 69,237 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,803,285 | 72,219 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,041,396 | 60,113 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,623,898 | 61,370 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,999,792 | 71,887 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,003,024 | 76,804 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||