HOULIHAN LOKEY INC (HLI) Institutional Ownership Changes & 13F Activity

HOULIHAN LOKEY INC (HLI) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, First Eagle U.S. Value, Renaissance Technologies LLC, Polen Capital Management, and Hancock Classic Value.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2020Ariel Appreciation FundSell-123,926398,231$26,773
Q4 2020Polen Capital ManagementBuy25,390104,335$7,014
Q3 2020Renaissance Technologies LLCSell-115,05780,400$4,748
Q3 2020Polen Capital ManagementBuy34,24478,945$4,662
Q3 2020Ariel Appreciation FundSell-12,622522,157$30,833
Q2 2020Ariel Appreciation FundSell-209,078534,779$29,755
Q2 2020Renaissance Technologies LLCBuy169,457195,457$10,875
Q2 2020Polen Capital ManagementBuy44,70144,701$2,487
Q1 2020Ariel Appreciation FundSell-337,020743,857$38,770
Q1 2020Renaissance Technologies LLCSell-207,80026,000$1,355
Q4 2019Ariel Appreciation FundSell-12,8451,080,877$52,822
Q3 2019Ariel Appreciation FundBuy4,6051,093,722$49,327
Q2 2019Ariel Appreciation FundSell-288,2291,089,117$48,498
Q2 2019Renaissance Technologies LLCSell-114,300233,800$10,411
Q1 2019Renaissance Technologies LLCSell-247,700348,100$15,960
Q1 2019Ariel Appreciation FundSell-76,0551,377,346$63,151
Q4 2018Renaissance Technologies LLCBuy182,600595,800$21,925
Q4 2018Ariel Appreciation FundBuy64,7801,453,401$53,485
Q3 2018Renaissance Technologies LLCBuy144,100413,200$18,565
Q3 2018Ariel Appreciation FundSell-98,4851,388,621$62,391
Q2 2018Ariel Appreciation FundSell-23,0091,487,106$76,170
Q1 2018Renaissance Technologies LLCBuy160,400269,100$12,002
Q1 2018Ariel Appreciation FundSell-22,9211,510,115$67,351
Q4 2017Ariel Appreciation FundSell-681,533,036$69,646
Q3 2017Renaissance Technologies LLCSell-80,000108,700$4,253
Q3 2017Ariel Appreciation FundSell-5,4041,533,104$59,990
Q2 2017Renaissance Technologies LLCSell-215,600188,700$6,586
Q2 2017Ariel Appreciation FundSell-28,2271,538,508$53,694
Q1 2017Ariel Appreciation FundBuy521,7651,566,735$53,974
Q1 2017Renaissance Technologies LLCBuy211,400404,300$13,928

Frequently asked questions about HLI activity

  • Which institutional owners are buying HLI?

    Institutional owners buying HLI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HLI activity?

    "Buy" means an investor increased their reported position in HLI compared to the prior reporting period. This reflects growing exposure to HOULIHAN LOKEY INC (HLI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HLI increasing?

    Institutional interest in HLI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related HLI insights