HOULIHAN LOKEY INC (HLI) Institutional Ownership

HLI is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $458,457 based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $446,385 in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's HLI position is now estimated to be worth approximately $410,641.92, representing an estimated loss of -8.01% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, First Eagle U.S. Value, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward HOULIHAN LOKEY INC (HLI).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q2 20262$458,4573,418
Q1 20262$1,076,1457,493
Q4 20253$3,018,88717,331
Q3 20253$35,780,501174,267
Q2 20254$44,727,652248,556
Q1 20253$30,231,505187,192
Q4 20244$13,624,90878,457
Q3 20244$20,825,050131,787
Q2 20243$12,290,99191,139
Q1 20243$11,786,585116,921
Q4 20232$67,862,693160,998
Q3 20231$13,814,983128,967