Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$174,461,144
+$9,355,737 QoQ
Shares Held
1,300,687
+13.1% QoQ
Ownership
1.86%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#10
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $3,251,329,107 across 36 Capital Markets names. HLI ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
6,125,821 | $1,280,541,619 | |
| 2 | GS |
Goldman Sachs Group Inc
|
973,106 | $984,170,210 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,538,664 | $234,242,521 | |
| 4 | HLI |
Houlihan Lokey, Inc.
This page
|
1,300,687 | $174,461,144 | |
| 5 | MKTX |
Marketaxess Holdings Inc
|
1,017,024 | $115,422,049 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
1,051,239 | $105,418,243 | |
| 7 | IREN |
IREN Ltd
|
2,135,717 | $97,666,336 | |
| 8 | WULF |
Terawulf Inc.
|
2,849,139 | $70,373,732 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,461,144 | 1,300,687 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $165,105,407 | 1,149,599 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $208,933,760 | 1,199,459 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $8,723,223 | 42,486 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,936,225 | 21,874 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $3,220,955 | 19,944 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,481,815 | 25,808 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,823,450 | 24,196 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,260,643 | 24,178 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,949,267 | 23,007 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,662,121 | 22,201 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $2,039,349 | 19,038 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,811,951 | 18,431 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,778,759 | 20,331 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $1,697,004 | 19,470 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $1,703,133 | 22,594 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,466,756 | 18,583 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,664,862 | 18,962 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,851,350 | 17,884 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,577,948 | 17,133 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,361,228 | 16,643 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,257,769 | 18,911 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,249,828 | 48,339 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,264,789 | 21,419 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $291,162 | 5,233 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,188 | 42 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||