Houlihan LokeyHLI
13F holders, Q2 2026 (June 30)519holders −28
48new positions
75sold out
11famous investors
$131.53avg. 13F price*
At the end of Q2 2026, 519 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, down 28 from Q1 2026. 48 opened new positions and 75 sold out. The largest holders were BlackRock, Inc. ($702.9M), Vanguard Portfolio Management LLC ($372.1M) and Vanguard Capital Management LLC ($327.2M). 11 famous investors held it, including John W. Rogers Jr. (0.3% of Ariel Investments's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $91.8M |
| Exits | 75 | $197.9M |
All 13F filers, Q1 2026 → Q2 2026: 6,764,783 shares bought and 6,001,524 shares sold, net +763,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 519 holders
| BlackRock, Inc. | 0.01% | Reduce -0.8% | 5,240,406 | $702.9M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -0.1% | 2,774,115 | $372.1M |
| Vanguard Capital Management LLC | 0.01% | Add +0.8% | 2,439,724 | $327.2M |
| Kayne Anderson Rudnick Investment Management LLC | 1.01% | Reduce -8.2% | 2,426,619 | $325.5M |
| Earnest Partners LLC | 1.05% | Reduce -2.5% | 2,172,720 | $291.4M |
| Royal Bank of Canada | 0.05% | Add +13.7% | 1,992,096 | $267.2M |
| State Street Corp. | 0.01% | Add +3.3% | 1,749,472 | $234.7M |
| Morgan Stanley | 0.01% | Add +6.2% | 1,690,245 | $226.7M |
| Geode Capital Management, LLC | 0.01% | Add +2.4% | 1,383,912 | $185.7M |
| Bank of Montreal | 0.06% | Add +13.1% | 1,300,687 | $174.5M |
| Citadel Advisors | 0.10% | Add +151.5% | 1,227,541 | $164.7M |
| Neuberger Berman Group LLC | 0.09% | Add +62.5% | 992,787 | $133.2M |
| Fiduciary Management Inc. | 1.79% | Add +16.8% | 938,411 | $125.9M |
| Wellington Management Group LLP | 0.02% | Reduce -31.7% | 929,760 | $124.7M |
| Bank of America Corp. | 0.01% | Reduce -6.3% | 890,616 | $119.5M |
| Baron Capital (BAMCO) | 0.17% | Reduce -18.1% | 869,544 | $116.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +32.3% | 825,406 | $110.7M |
| Qube Research & Technologies Ltd | 0.11% | Add +176.5% | 705,487 | $94.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +12.4% | 692,896 | $92.9M |
| FMR LLC | 0.00% | Reduce -19.3% | 690,813 | $92.7M |
| Norges Bank | 0.01% | — | 656,486 | $88.1M |
| Sei Investments Co. | 0.08% | Reduce -5.1% | 654,087 | $87.7M |
| Clearbridge Investments, LLC | 0.07% | Add +1.6% | 635,294 | $85.2M |
| LPL Financial LLC | 0.02% | Add +665.5% | 620,282 | $83.2M |
| Invesco Ltd. | 0.01% | Add +18.2% | 561,266 | $75.3M |
| Capital Research Global Investors | 0.01% | Reduce -59.9% | 526,868 | $70.7M |
| Northern Trust Corp. | 0.01% | Reduce -0.9% | 521,880 | $70.0M |
| Vaughan Nelson Investment Management, L.P. | 0.61% | Add +106.8% | 514,374 | $69.0M |
| AQR Capital Management | 0.02% | Add +21.8% | 486,239 | $65.2M |
| Westfield Capital Management Co. LP | 0.20% | Reduce -14.8% | 463,415 | $62.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.4% | 458,942 | $61.6M |
| Van Berkom & Associates Inc. | 1.89% | Add +7.5% | 436,412 | $58.5M |
| Nordea Investment Management AB | 0.05% | Add +744.0% | 430,600 | $57.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -40.5% | 417,511 | $56.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.3% | 406,981 | $54.6M |
| Capital International Investors | 0.01% | Add +259.9% | 406,531 | $54.5M |
| Natixis Advisors, LLC | 0.06% | Add +10.4% | 383,961 | $51.5M |
| Jennison Associates LLC | 0.03% | Reduce -18.4% | 382,195 | $51.3M |
| Millennium Management | 0.04% | Add +147.4% | 375,874 | $50.4M |
| GW&K Investment Management, LLC | 0.37% | Reduce -1.2% | 349,700 | $46.9M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -1.3% | 345,248 | $46.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.8% | 343,231 | $46.0M |
| UBS Group AG | 0.01% | Reduce -10.5% | 321,436 | $43.1M |
| Wells Fargo & Company | 0.01% | Reduce -9.2% | 314,566 | $42.2M |
| Jones Financial Companies LLLP | 0.02% | Reduce -2.3% | 290,735 | $40.3M |
| D. E. Shaw & Co. | 0.03% | Add +109.9% | 290,765 | $39.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.3% | 288,794 | $38.7M |
| Tudor Investment Corporation | 0.15% | Add +13.4% | 263,803 | $35.4M |
| Woodley Farra Manion Portfolio Management Inc. | 1.69% | Add +1.5% | 261,511 | $35.1M |
| Schroder Investment Management Group | 0.02% | Add +2.0% | 263,456 | $35.0M |
| Voloridge Investment Management, LLC | 0.15% | Add +252.2% | 259,909 | $34.9M |
| Ariel Investments | 0.33% | New | 244,520 | $32.8M |
| Eventide Asset Management, LLC | 0.43% | Add +1.3% | 239,140 | $32.0M |
| Handelsbanken Fonder AB | 0.08% | Reduce -15.7% | 219,632 | $29.5M |
| Ancora Advisors LLC | 0.56% | Reduce -4.0% | 214,346 | $28.8M |
| Champlain Investment Partners, LLC | 0.72% | Reduce -70.7% | 209,983 | $28.2M |
| Fiera Capital Corp | 0.10% | Reduce -42.8% | 206,982 | $27.8M |
| Franklin Resources Inc. | 0.01% | Add +5.9% | 206,485 | $27.7M |
| Barlow Wealth Partners, LLC | 2.98% | Add +0.3% | 205,696 | $27.6M |
| Barclays PLC | 0.01% | Add +100.7% | 200,535 | $26.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.1% | 189,028 | $25.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.3% | 187,563 | $25.2M |
| BNP Paribas Financial Markets | 0.01% | Add +18.9% | 186,627 | $25.0M |
| Alyeska Investment Group, L.P. | 0.06% | Add +1483.7% | 171,137 | $23.0M |
| GMO | 0.05% | Add +23.8% | 169,929 | $22.8M |
| Fenimore Asset Management Inc | 0.47% | Add +21.3% | 167,898 | $22.5M |
| Segall Bryant & Hamill, LLC | 0.27% | Add +39.0% | 167,184 | $22.4M |
| HRT Financial LP | 0.04% | Add +1119.3% | 166,495 | $22.3M |
| Argent Capital Management LLC | 0.70% | Reduce -18.9% | 164,129 | $22.0M |
| Nuveen, LLC | 0.01% | Add +39.9% | 163,937 | $22.0M |
| Rhumbline Advisers | 0.02% | Reduce -2.8% | 152,433 | $20.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.5% | 148,128 | $20.0M |
| Caisse de depot et placement du Quebec | 0.03% | Reduce -51.4% | 132,289 | $17.7M |
| Assenagon Asset Management S.A. | 0.02% | Add +7.5% | 126,476 | $17.0M |
| Walleye Capital LLC | 0.09% | Add +4395.6% | 125,338 | $16.8M |
| Principal Financial Group Inc. | 0.01% | Add +1.1% | 123,130 | $16.5M |
| GHP Investment Advisors, Inc. | 0.59% | Add +0.7% | 119,657 | $16.0M |
| Brown Advisory Inc. | 0.02% | Reduce -2.8% | 118,776 | $15.9M |
| Flputnam Investment Management Co. | 0.18% | Reduce -36.6% | 109,973 | $14.8M |
| Swiss National Bank | 0.01% | Add +1.4% | 109,336 | $14.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +8.7% | 96,879 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.0% | 94,646 | $12.7M |
| New York State Common Retirement Fund | 0.02% | Add +1.7% | 92,125 | $12.4M |
| Alps Advisors Inc. | 0.06% | Add +2.7% | 91,702 | $12.3M |
| California Public Employees Retirement System | 0.01% | Reduce -18.6% | 87,413 | $11.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -19.7% | 85,383 | $11.5M |
| Montanaro Asset Management Ltd | 3.51% | Reduce -15.6% | 82,934 | $11.1M |
| Whittier Trust Co. | 0.11% | Reduce -0.3% | 77,994 | $11.1M |
| ExodusPoint Capital Management, LP | 0.10% | Reduce -2.1% | 80,822 | $10.8M |
| MUFG Securities EMEA plc | 0.11% | New | 79,700 | $10.7M |
| Squarepoint Ops LLC | 0.02% | Add +356.7% | 78,512 | $10.5M |
| Renaissance Technologies | 0.01% | New | 76,000 | $10.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 69,903 | $10.0M |
| Legal & General Group Plc | 0.00% | Reduce -3.3% | 73,667 | $9.9M |
| Prana Capital Management, LP | 0.29% | New | 71,882 | $9.6M |
| Jain Global LLC | 0.12% | Reduce -21.2% | 71,415 | $9.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +10.1% | 69,161 | $9.3M |
| Crawford Fund Management, LLC | 2.82% | Add +35.4% | 68,431 | $9.2M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -51.4% | 68,030 | $9.1M |
| Interval Partners, LP | 0.29% | Reduce -60.5% | 67,227 | $9.0M |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.