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 quarterInstitutional holdersTotal reported valueTotal shares
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
Q2 20232$12,873,712188,792