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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 2 | $458,457 | 3,418 |
| Q1 2026 | 2 | $1,076,145 | 7,493 |
| Q4 2025 | 3 | $3,018,887 | 17,331 |
| Q3 2025 | 3 | $35,780,501 | 174,267 |
| Q2 2025 | 4 | $44,727,652 | 248,556 |
| Q1 2025 | 3 | $30,231,505 | 187,192 |
| Q4 2024 | 4 | $13,624,908 | 78,457 |
| Q3 2024 | 4 | $20,825,050 | 131,787 |
| Q2 2024 | 3 | $12,290,991 | 91,139 |
| Q1 2024 | 3 | $11,786,585 | 116,921 |
| Q4 2023 | 2 | $67,862,693 | 160,998 |
| Q3 2023 | 1 | $13,814,983 | 128,967 |
Related HLI Institutional Insights:
- HLI Institutional Ownership & Insiders Activity
- HLI Institutional Ownership & 13F Activity
- HLI Top Institutional Shareholders
- HLI Institutional Buying Activity
- HLI Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
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