Skip to main content

Houlihan Lokey, Inc.

HLI
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0001302215

In the last 90 days, Houlihan Lokey, Inc. insiders filed 1 open-market purchase and 1 sale; 520 institutions reported holding it in 13F filings for Q2 2026, worth $7.40B in total; no superinvestor holds it.

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding Houlihan Lokey, Inc. changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of HLI: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders5205165+1
Shares56.3M56.1M158.9K−6.07K (−3.7%)
Value$7.40B$7.38B$20.1M−$2.05M (−9.3%)

516 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held Houlihan Lokey, Inc. at the end of Q3 2026 but not at the end of Q2 2026.

Institutions new to HLI in Q3 2026
InstitutionSharesValue% of portfolio
Planning Strategies Inc.7$8840.00%

Sold out (0)

Institutions that held Houlihan Lokey, Inc. at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (516)

Institutions that held Houlihan Lokey, Inc. at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 516 by value.

Institutions holding HLI in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
BlackRock, Inc.5,240,406$702.9M
Vanguard Portfolio Management LLC2,774,115$372.1M
Vanguard Capital Management LLC2,439,724$327.2M
Kayne Anderson Rudnick Investment Management LLC2,426,619$325.5M
Earnest Partners LLC2,172,720$291.4M
Royal Bank of Canada1,992,096$267.2M
State Street Corp1,749,472$234.7M
Morgan Stanley1,690,245$226.7M
Geode Capital Management, LLC1,383,912$185.7M
Bank of Montreal1,300,687$174.5M
Citadel Advisors LLC1,227,541$164.7M
Neuberger Berman Group LLC992,787$133.2M
Fiduciary Management Inc938,411$125.9M
Wellington Management Group LLP929,760$124.7M
Bank of America Corp890,616$119.5M
Bamco Inc869,544$116.6M
Goldman Sachs Group Inc825,406$110.7M
Qube Research & Technologies Ltd705,487$94.6M
Dimensional Fund Advisors LP692,896$92.9M
FMR LLC690,813$92.7M
Norges Bank656,486$88.1M
SEI Investments Co654,087$87.7M
Clearbridge Investments, LLC635,294$85.2M
LPL Financial LLC620,282$83.2M
Invesco Ltd.561,266$75.3M
Capital Research Global Investors526,868$70.7M
Northern Trust Corp521,880$70.0M
Vaughan Nelson Investment Management, L.P.514,374$69.0M
AQR Capital Management LLC486,239$65.2M
Westfield Capital Management Co LP463,415$62.2M
Charles Schwab Investment Management Inc458,942$61.6M
Van Berkom & Associates Inc.436,412$58.5M
Nordea Investment Management AB430,600$57.8M
Raymond James Financial Inc417,511$56.0M
Bank of New York Mellon Corp406,981$54.6M
Capital International Investors406,531$54.5M
Natixis Advisors, L.P.383,961$51.5M
Jennison Associates LLC382,195$51.3M
Millennium Management LLC375,874$50.4M
GW&K Investment Management, LLC349,700$46.9M
Thrivent Financial for Lutherans345,248$46.3M
Vanguard Fiduciary Trust Co343,231$46.0M
UBS Group AG321,436$43.1M
Wells Fargo & Company314,566$42.2M
Jones Financial Companies LLLP290,735$40.3M
D. E. Shaw & Co., Inc.290,765$39.0M
Envestnet Asset Management Inc288,794$38.7M
Tudor Investment Corp Et Al263,803$35.4M
Woodley Farra Manion Portfolio Management Inc261,511$35.1M
Schroder Investment Management Group263,456$35.0M
Voloridge Investment Management, LLC259,909$34.9M
Ariel Investments, LLC244,520$32.8M
Eventide Asset Management, LLC239,140$32.0M
Handelsbanken Fonder AB219,632$29.5M
Ancora Advisors, LLC214,346$28.8M
Champlain Investment Partners, LLC209,983$28.2M
Fiera Capital Corp206,982$27.8M
Franklin Resources Inc206,485$27.7M
Barlow Wealth Partners, Inc.205,696$27.6M
Barclays PLC200,535$26.9M
HighTower Advisors, LLC189,028$25.4M
UBS Asset Management Americas Inc187,563$25.2M
BNP Paribas Arbitrage, SA186,627$25.0M
Alyeska Investment Group, L.P.171,137$23.0M
Grantham, Mayo, Van Otterloo & Co. LLC169,929$22.8M
Fenimore Asset Management Inc167,898$22.5M
Segall Bryant & Hamill, LLC167,184$22.4M
HRT Financial LP166,495$22.3M
Nuveen, LLC163,937$22.0M
Rhumbline Advisers152,433$20.4M
JPMorgan Chase & Co148,128$20.0M
Caisse de Depot Et Placement du Quebec132,289$17.7M
Assenagon Asset Management S.A.126,476$17.0M
Walleye Capital LLC125,338$16.8M
Principal Financial Group Inc123,130$16.5M
GHP Investment Advisors, Inc.119,657$16.0M
Brown Advisory Inc118,776$15.9M
Flputnam Investment Management Co109,973$14.8M
Swiss National Bank109,336$14.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.96,879$13.0M
Ameriprise Financial Inc94,646$12.7M
New York State Common Retirement Fund92,125$12.4M
Alps Advisors Inc91,702$12.3M
California Public Employees Retirement System87,413$11.7M
Two Sigma Investments, LP85,383$11.5M
Montanaro Asset Management Ltd82,934$11.1M
Whittier Trust Co77,994$11.1M
ExodusPoint Capital Management, LP80,822$10.8M
MUFG Securities EMEA plc79,700$10.7M
Squarepoint Ops LLC78,512$10.5M
Renaissance Technologies LLC76,000$10.2M
Alliancebernstein L.P.69,903$10.0M
Legal & General Group Plc73,667$9.88M
Prana Capital Management, LP71,882$9.64M
Jain Global LLC71,415$9.58M
Russell Investments Group, Ltd.69,161$9.28M
Crawford Fund Management, LLC68,431$9.18M
T. Rowe Price Investment Management, Inc.68,030$9.13M
Interval Partners, LP67,227$9.02M
Aptus Capital Advisors, LLC66,982$8.98M