HOULIHAN LOKEY INC (HLI) Institutional Ownership and Insiders Activity
HOULIHAN LOKEY INC (HLI) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $458,457 based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $446,385 in HLI holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Recent insider activity includes 8 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
2
Total Reported Value
$458,457
Largest Holder
Sequoia Financial Advisors
Largest Position
$446,385
Insider Transactions (90d)
8
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$446,385
- First Eagle U.S. Value$12,072
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