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 $1.08M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is First Eagle U.S. Value, which reported ownership valued at approximately $700,147 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, First Eagle U.S. Value's HLI position is now estimated to be worth approximately $689,227.5, representing an estimated loss of -1.56% since the filing period.
Major shareholders tracked on this page include First Eagle U.S. Value, Sequoia Financial Advisors, 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 |
|---|---|---|---|
| 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 |
| Q2 2023 | 2 | $12,873,712 | 188,792 |
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
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- HLI Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings