HOULIHAN LOKEY INC (HLI) Top Institutional Shareholders
HOULIHAN LOKEY INC (HLI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $458,457 in HLI holdings during the latest filing period.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of HLI tracked by InsiderSet, reporting ownership valued at approximately $446,385 in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $417,497.6, representing an estimated loss of -6.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed HLI value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, First Eagle U.S. Value, and several other long-term asset managers with concentrated positions in HOULIHAN LOKEY INC (HLI).
This page ranks the largest institutional HLI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 0.00% | 3,328 | $446,385 | $417,498 | -$28,887 | -6.47% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.00% | 90 | $12,072 | $11,291 | -$782 | -6.47% |
Frequently asked questions about HLI
Who owns the most HLI stock?
The largest holders of HLI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HOULIHAN LOKEY INC (HLI).
Is HLI widely held by superinvestors?
Many widely followed stocks like HLI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HLI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.