Houlihan LokeyHLI
13F holders, Q1 2026 (March 31)547holders −31
64new positions
94sold out
10famous investors
$140.75avg. 13F price*
At the end of Q1 2026, 547 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, down 31 from Q4 2025. 64 opened new positions and 94 sold out. The largest holders were BlackRock, Inc. ($758.4M), Vanguard Portfolio Management LLC ($399.0M) and Kayne Anderson Rudnick Investment Management LLC ($379.5M). 10 famous investors held it, including Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $134.0M |
| Exits | 94 | $63.0M |
All 13F filers, Q4 2025 → Q1 2026: 5,492,149 shares bought and 4,728,245 shares sold, net +763,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 547 holders
| BlackRock, Inc. | 0.01% | Add +0.8% | 5,280,800 | $758.4M |
| Vanguard Portfolio Management LLC | 0.02% | — | 2,778,410 | $399.0M |
| Kayne Anderson Rudnick Investment Management LLC | 1.11% | Reduce -4.7% | 2,642,146 | $379.5M |
| Vanguard Capital Management LLC | 0.01% | — | 2,419,332 | $347.5M |
| Earnest Partners LLC | 1.32% | Reduce -2.7% | 2,228,984 | $320.1M |
| Royal Bank of Canada | 0.05% | Add +2.8% | 1,751,495 | $251.6M |
| State Street Corp. | 0.01% | Reduce -0.6% | 1,693,696 | $243.2M |
| Morgan Stanley | 0.01% | Add +189.3% | 1,592,009 | $228.6M |
| Wellington Management Group LLP | 0.04% | Add +6.0% | 1,361,410 | $195.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -4.8% | 1,351,209 | $194.1M |
| Capital Research Global Investors | 0.03% | Add +36.6% | 1,314,674 | $188.8M |
| Bank of Montreal | 0.07% | Reduce -4.2% | 1,149,599 | $165.1M |
| Baron Capital (BAMCO) | 0.46% | Reduce -5.6% | 1,061,403 | $152.4M |
| Bank of America Corp. | 0.01% | Reduce -0.3% | 950,872 | $136.6M |
| FMR LLC | 0.01% | Reduce -23.9% | 856,024 | $122.9M |
| Fiduciary Management Inc. | 1.43% | Add +15.2% | 803,572 | $115.4M |
| Champlain Investment Partners, LLC | 1.31% | Add +56.3% | 717,724 | $103.1M |
| Raymond James Financial Inc. | 0.03% | Reduce -11.9% | 701,587 | $99.3M |
| Sei Investments Co. | 0.09% | Add +0.1% | 689,532 | $99.0M |
| Clearbridge Investments, LLC | 0.08% | Add +9.9% | 625,228 | $89.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +14.5% | 623,716 | $89.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +15.2% | 616,519 | $88.5M |
| Neuberger Berman Group LLC | 0.07% | Reduce -2.8% | 610,943 | $87.7M |
| Westfield Capital Management Co. LP | 0.33% | Add +4.5% | 543,611 | $78.1M |
| Northern Trust Corp. | 0.01% | Add +3.3% | 526,682 | $75.6M |
| Citadel Advisors | 0.05% | Add +627.7% | 488,152 | $70.1M |
| Invesco Ltd. | 0.01% | Reduce -37.6% | 474,774 | $68.2M |
| Jennison Associates LLC | 0.05% | Reduce -20.3% | 468,557 | $67.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.2% | 452,611 | $65.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 420,646 | $60.4M |
| Van Berkom & Associates Inc. | 1.90% | Add +7.6% | 405,978 | $58.3M |
| AQR Capital Management | 0.03% | Add +5.2% | 399,342 | $57.3M |
| Nomura Asset Management International Inc. | 0.09% | Reduce -2.0% | 379,183 | $54.5M |
| Fiera Capital Corp | 0.18% | Add +2.6% | 361,609 | $51.9M |
| UBS Group AG | 0.01% | Add +51.4% | 359,105 | $51.6M |
| GW&K Investment Management, LLC | 0.45% | Reduce -0.6% | 354,095 | $50.9M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -50.7% | 349,756 | $50.2M |
| Natixis Advisors, LLC | 0.07% | Add +6.8% | 347,746 | $49.9M |
| Wells Fargo & Company | 0.01% | Reduce -12.1% | 346,367 | $49.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 340,393 | $48.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.1% | 329,441 | $47.3M |
| Jones Financial Companies LLLP | 0.02% | Add +4700.4% | 297,478 | $41.4M |
| Caisse de depot et placement du Quebec | 0.06% | Add +16.2% | 272,060 | $39.1M |
| Handelsbanken Fonder AB | 0.12% | Reduce -16.9% | 260,558 | $37.4M |
| Woodley Farra Manion Portfolio Management Inc. | 1.80% | Add +0.1% | 257,692 | $37.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +46.6% | 255,164 | $36.6M |
| Schroder Investment Management Group | 0.03% | Add +14.6% | 258,230 | $36.4M |
| Vaughan Nelson Investment Management, L.P. | 0.36% | New | 248,770 | $35.7M |
| Eventide Asset Management, LLC | 0.56% | Add +0.7% | 236,136 | $33.8M |
| Congress Asset Management Co. | 0.24% | Reduce -12.6% | 232,980 | $33.5M |
| Tudor Investment Corporation | 0.18% | Add +83.3% | 232,715 | $33.4M |
| Barlow Wealth Partners, LLC | 3.70% | Add +0.4% | 205,159 | $33.3M |
| Ancora Advisors LLC | 0.68% | Reduce -20.3% | 223,357 | $32.1M |
| Argent Capital Management LLC | 0.92% | Reduce -14.3% | 202,422 | $29.1M |
| Franklin Resources Inc. | 0.01% | Reduce -18.6% | 194,975 | $28.0M |
| HighTower Advisors, LLC | 0.03% | Reduce -13.4% | 193,014 | $27.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +13.8% | 174,863 | $25.1M |
| Flputnam Investment Management Co. | 0.37% | Add +1.3% | 173,532 | $24.9M |
| Interval Partners, LP | 0.84% | Add +100.1% | 170,008 | $24.4M |
| BNP Paribas Financial Markets | 0.02% | Add +1020.1% | 156,922 | $22.5M |
| Rhumbline Advisers | 0.02% | Reduce -0.3% | 156,848 | $22.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.0% | 158,464 | $22.4M |
| Millennium Management | 0.02% | Add +39.5% | 151,949 | $21.8M |
| Renaissance Group LLC | 0.91% | Reduce -18.2% | 151,275 | $21.7M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -73.8% | 140,050 | $20.1M |
| D. E. Shaw & Co. | 0.02% | Reduce -6.6% | 138,517 | $19.9M |
| Fenimore Asset Management Inc | 0.44% | Add +12.0% | 138,466 | $19.9M |
| GMO | 0.05% | Add +37.8% | 137,244 | $19.7M |
| Public Employees Retirement Association of Colorado | 0.07% | Reduce -14.9% | 124,451 | $17.9M |
| Brown Advisory Inc. | 0.03% | Reduce -13.3% | 122,163 | $17.5M |
| Principal Financial Group Inc. | 0.01% | Add +4.0% | 121,733 | $17.5M |
| Segall Bryant & Hamill, LLC | 0.25% | Add +36.7% | 120,258 | $17.3M |
| GHP Investment Advisors, Inc. | 0.70% | Reduce -0.0% | 118,797 | $17.1M |
| Assenagon Asset Management S.A. | 0.03% | New | 117,605 | $16.9M |
| Nuveen, LLC | 0.00% | Reduce -1.4% | 117,197 | $16.8M |
| Balyasny Asset Management L.P. | 0.03% | New | 116,331 | $16.7M |
| Amundi | 0.00% | Add +322.8% | 113,465 | $16.3M |
| Capital International Investors | 0.00% | Reduce -63.9% | 112,959 | $16.2M |
| Swiss National Bank | 0.01% | Add +0.6% | 107,836 | $15.5M |
| California Public Employees Retirement System | 0.01% | Add +3.3% | 107,374 | $15.4M |
| Two Sigma Investments, LP | 0.01% | New | 106,282 | $15.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -47.9% | 105,177 | $15.1M |
| Barclays PLC | 0.01% | Reduce -18.7% | 99,916 | $14.3M |
| Montanaro Asset Management Ltd | 4.22% | Add +0.6% | 98,250 | $14.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -4.8% | 90,625 | $13.0M |
| Jain Global LLC | 0.18% | Add +18.5% | 90,583 | $13.0M |
| Alps Advisors Inc. | 0.06% | Reduce -3.7% | 89,324 | $12.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +13.0% | 89,099 | $12.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -80.2% | 69,828 | $12.2M |
| Citigroup Inc. | 0.01% | Reduce -4.3% | 84,324 | $12.1M |
| ArrowMark Colorado Holdings LLC | 0.32% | Reduce -2.9% | 84,086 | $12.1M |
| ExodusPoint Capital Management, LP | 0.12% | Add +52.8% | 82,574 | $11.9M |
| LPL Financial LLC | 0.00% | Reduce -29.8% | 81,026 | $11.6M |
| Whittier Trust Co. | 0.12% | Add +10.3% | 78,222 | $11.0M |
| Legal & General Group Plc | 0.00% | Reduce -11.6% | 76,171 | $10.9M |
| Voloridge Investment Management, LLC | 0.04% | Add +120.3% | 73,797 | $10.6M |
| Atwood & Palmer Inc. | 0.59% | Add +3.3% | 72,270 | $10.4M |
| Prudential Financial Inc. | 0.01% | Add +87.6% | 68,827 | $9.9M |
| Retirement Systems of Alabama | 0.03% | Add +1.9% | 66,635 | $9.6M |
| Aptus Capital Advisors, LLC | 0.08% | Add +1.1% | 66,579 | $9.6M |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.