HOULIHAN LOKEY INC HLI
$140.15
+1.6% 52w: $132.92 – $207.71
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data132.92170.32207.71
Jun 20, 2025 Jul 2, 2026
Institutional holders
545
-33 QoQ
13F value
$7.78B
-16.8% QoQ
Smart-money holders
15
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
3.9×
$3.6M calls / $934K puts
Institutional value by quarter
Number of holders
Who owns HLI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 5.3M | $758.4M | 0.0% | +0.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 2.8M | $399.0M | 0.0% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 2.6M | $379.5M | 1.1% | -4.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.4M | $347.5M | 0.0% | — |
| EARNEST PARTNERS LLC | Other | 2.2M | $320.1M | 1.3% | -2.7% |
| ROYAL BANK OF CANADA | Bank broker | 1.8M | $251.6M | 0.0% | +2.8% |
| STATE STREET CORP | Index provider | 1.7M | $243.2M | 0.0% | -0.6% |
| MORGAN STANLEY | Bank broker | 1.6M | $228.6M | 0.0% | +189.3% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 1.4M | $195.5M | 0.0% | +6.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.4M | $194.1M | 0.0% | -4.7% |
| Capital Research Global Investors | Long only active | 1.3M | $188.8M | 0.0% | +36.6% |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.1M | $165.1M | 0.1% | -4.2% |
| BAMCO INC /NY/ | Other | 1.1M | $152.4M | 0.5% | -5.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 950.9K | $136.6M | 0.0% | -0.3% |
| FMR LLC | Long only active | 856.0K | $122.9M | 0.0% | -23.9% |
| Van Berkom & Associates Inc. | Other | 812.0K | $116.6M | 1.9% | +115.2% |
| FIDUCIARY MANAGEMENT INC /WI/ | Other | 803.6K | $115.4M | 1.4% | +15.2% |
| Champlain Investment Partners, LLC | Other | 717.7K | $103.1M | 1.3% | +56.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 701.6K | $99.3M | 0.0% | -11.9% |
| SEI INVESTMENTS CO | Diversified mechanical | 689.5K | $99.0M | 0.1% | +0.1% |
| Clearbridge Investments, LLC | Other | 625.2K | $89.8M | 0.1% | +9.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 623.7K | $89.6M | 0.0% | +14.5% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 616.5K | $88.5M | 0.0% | +15.2% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 610.9K | $87.7M | 0.1% | -2.8% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Other | 543.6K | $78.1M | 0.3% | +4.5% |
| NORTHERN TRUST CORP | Index provider | 526.7K | $75.6M | 0.0% | +3.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 488.2K | $70.1M | 0.1% | +627.7% |
| Invesco Ltd. | Index provider | 474.8K | $68.2M | 0.0% | -37.6% |
| JENNISON ASSOCIATES LLC | Other | 468.6K | $67.3M | 0.0% | -20.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 452.6K | $65.0M | 0.0% | +7.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 420.6K | $60.4M | 0.0% | -0.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 399.3K | $57.3M | 0.0% | +5.2% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 379.2K | $54.5M | 0.1% | -2.0% |
| Fiera Capital Corp | Other | 361.6K | $51.9M | 0.2% | +2.6% |
| UBS Group AG | Bank broker | 359.1K | $51.6M | 0.0% | +51.4% |
| GW&K Investment Management, LLC | Other | 354.1K | $50.9M | 0.4% | -0.6% |
| Thrivent Financial for Lutherans | Diversified mechanical | 349.8K | $50.2M | 0.1% | -50.7% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 347.7K | $49.9M | 0.1% | +6.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 346.4K | $49.7M | 0.0% | -12.1% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 340.4K | $48.9M | 0.0% | — |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 329.4K | $47.3M | 0.0% | -4.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 297.5K | $41.4M | 0.0% | +4700.4% |
| Caisse de depot et placement du Quebec | Other | 272.1K | $39.1M | 0.1% | +16.2% |
| Handelsbanken Fonder AB | Diversified mechanical | 260.6K | $37.4M | 0.1% | -16.9% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC ★2 | Fundamental diversified | 257.7K | $37.0M | 1.8% | +0.1% |
| Qube Research & Technologies Ltd | Quant stat arb | 255.2K | $36.6M | 0.1% | +46.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 258.2K | $36.4M | 0.0% | +14.6% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Other | 248.8K | $35.7M | 0.4% | New |
| EVENTIDE ASSET MANAGEMENT, LLC | Other | 236.1K | $33.8M | 0.6% | +0.7% |
| CONGRESS ASSET MANAGEMENT CO | Other | 233.0K | $33.5M | 0.2% | -12.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding HLI
More financials stocks held by institutions
JPM · JPMorgan Chase & CoBRK/B · BERKSHIRE HATHAWAY INC-CL BBRK/A · BERKSHIRE HATHAWAY INC-CL ABAC · BANK OF AMERICA CORPMS · MORGAN STANLEYUNH · UnitedHealth Group Inc.WFC · WELLS FARGO & COGS · GOLDMAN SACHS GROUP INCAXP · American Express Co.C · CITIGROUP INCSCHW · SCHWAB (CHARLES) CORPCB · CHUBB LTD