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

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InvestorReported Balance