HOULIHAN LOKEY INC (HLI) 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $7.29B in HLI holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of HLI tracked by InsiderSet, reporting ownership valued at approximately $758.43M in its March 31, 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 $662.63M, representing an estimated loss of -12.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed HLI value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Kayne Anderson Rudnick Investment Management Llc, 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.
Institutional Holders
518
Total Reported Value
$7.29B
Largest Holder
Blackrock, Inc.
Largest Position
$758.43M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 5,280,800 | $758,428,456 | $662,634,784 | -$95,793,672 | -12.63% | |
| Vanguard Portfolio Management Llc | 0.02% | 2,778,410 | $399,035,244 | $348,634,887 | -$50,400,357 | -12.63% | |
| Kayne Anderson Rudnick Investment Management Llc | 1.11% | 2,642,146 | $379,465,098 | $331,536,480 | -$47,928,618 | -12.63% | |
| Vanguard Capital Management Llc | 0.01% | 2,419,332 | $347,464,462 | $303,577,779 | -$43,886,683 | -12.63% | |
| Earnest Partners Llc | 1.32% | 2,228,984 | $320,126,682 | $279,692,912 | -$40,433,770 | -12.63% | |
| Royal Bank Of Canada | 0.05% | 1,751,495 | $251,551,000 | $219,777,593 | -$31,773,407 | -12.63% | |
| State Street Corp | 0.01% | 1,693,696 | $243,248,620 | $212,524,974 | -$30,723,646 | -12.63% | |
| Morgan Stanley | 0.01% | 1,592,009 | $228,644,815 | $199,765,289 | -$28,879,526 | -12.63% | |
| Wellington Management Group Llp | 0.04% | 1,361,410 | $195,525,705 | $170,829,727 | -$24,695,978 | -12.63% | |
| Geode Capital Management, Llc | 0.01% | 1,351,209 | $194,095,950 | $169,549,705 | -$24,546,245 | -12.65% | |
| Capital Research Global Investors | 0.03% | 1,314,674 | $188,813,480 | $164,965,294 | -$23,848,186 | -12.63% | |
| Bank Of Montreal | 0.07% | 1,149,599 | $165,105,407 | $144,251,683 | -$20,853,724 | -12.63% | |
| Bamco Inc | 0.46% | 1,061,403 | $152,438,699 | $133,184,848 | -$19,253,851 | -12.63% | |
| Bank Of America Corp | 0.01% | 950,872 | $136,564,168 | $119,315,419 | -$17,248,749 | -12.63% | |
| Fmr Llc | 0.01% | 856,024 | $122,942,146 | $107,413,892 | -$15,528,254 | -12.63% | |
| Fiduciary Management Inc | 1.43% | 803,572 | $115,409,011 | $100,832,215 | -$14,576,796 | -12.63% | |
| Champlain Investment Partners, Llc | 1.31% | 717,724 | $103,079,521 | $90,060,008 | -$13,019,513 | -12.63% | |
| Raymond James Financial Inc | 0.03% | 701,587 | $99,334,299 | $88,035,137 | -$11,299,162 | -11.37% | |
| Sei Investments Co | 0.09% | 689,532 | $99,030,568 | $86,522,475 | -$12,508,093 | -12.63% | |
| Clearbridge Investments, Llc | 0.08% | 625,228 | $89,795,232 | $78,453,609 | -$11,341,623 | -12.63% | |
| Goldman Sachs Group Inc | 0.01% | 623,716 | $89,578,092 | $78,263,884 | -$11,314,208 | -12.63% | |
| Dimensional Fund Advisors Lp | 0.02% | 616,519 | $88,539,840 | $77,360,804 | -$11,179,036 | -12.63% | |
| Neuberger Berman Group Llc | 0.07% | 610,943 | $87,743,646 | $76,661,128 | -$11,082,518 | -12.63% | |
| Westfield Capital Management Co Lp | 0.33% | 543,611 | $78,073,412 | $68,212,308 | -$9,861,104 | -12.63% | |
| Northern Trust Corp | 0.01% | 526,682 | $75,642,070 | $66,088,057 | -$9,554,013 | -12.63% | |
| Citadel Advisors Llc | 0.05% | 488,152 | $70,108,391 | $61,253,313 | -$8,855,078 | -12.63% | |
| Vaughan Nelson Investment Management, L.P. | 0.61% | 514,374 | $68,992,985 | $64,543,650 | -$4,449,335 | -6.45% | |
| Invesco Ltd. | 0.01% | 474,774 | $68,187,104 | $59,574,642 | -$8,612,462 | -12.63% | |
| Charles Schwab Investment Management Inc | 0.01% | 452,611 | $65,003,992 | $56,793,628 | -$8,210,364 | -12.63% | |
| Bank Of New York Mellon Corp | 0.01% | 420,646 | $60,413,066 | $52,782,660 | -$7,630,406 | -12.63% | |
| Aqr Capital Management Llc | 0.03% | 399,342 | $57,333,540 | $50,109,434 | -$7,224,106 | -12.60% | |
| Nomura Asset Management International Inc. | 0.09% | 379,183 | $54,458,000 | $47,579,883 | -$6,878,117 | -12.63% | |
| Fiera Capital Corp | 0.18% | 361,609 | $51,934,285 | $45,374,697 | -$6,559,588 | -12.63% | |
| Ubs Group Ag | 0.01% | 359,105 | $51,574,660 | $45,060,495 | -$6,514,165 | -12.63% | |
| Jennison Associates Llc | 0.03% | 382,195 | $51,263,852 | $47,957,829 | -$3,306,023 | -6.45% | |
| Wells Fargo & Company/Mn | 0.01% | 346,367 | $49,745,242 | $43,462,131 | -$6,283,111 | -12.63% | |
| Vanguard Fiduciary Trust Co | 0.01% | 340,393 | $48,887,243 | $42,712,514 | -$6,174,729 | -12.63% | |
| Jones Financial Companies Lllp | 0.02% | 297,478 | $41,350,064 | $37,327,539 | -$4,022,525 | -9.73% | |
| Caisse De Depot Et Placement Du Quebec | 0.06% | 272,060 | $39,073,257 | $34,138,089 | -$4,935,168 | -12.63% | |
| Envestnet Asset Management Inc | 0.01% | 288,794 | $38,735,924 | $36,237,871 | -$2,498,053 | -6.45% | |
| Woodley Farra Manion Portfolio Management Inc | 1.80% | 257,692 | $37,009,729 | $32,335,192 | -$4,674,537 | -12.63% | |
| Qube Research & Technologies Ltd | 0.05% | 255,164 | $36,646,654 | $32,017,979 | -$4,628,675 | -12.63% | |
| Schroder Investment Management Group | 0.03% | 258,230 | $36,423,341 | $32,402,700 | -$4,020,641 | -11.04% | |
| Eventide Asset Management, Llc | 0.56% | 236,136 | $33,836,508 | $29,630,345 | -$4,206,163 | -12.43% | |
| Tudor Investment Corp Et Al | 0.18% | 232,715 | $33,422,528 | $29,201,078 | -$4,221,450 | -12.63% | |
| Ancora Advisors Llc | 0.68% | 223,357 | $32,078,489 | $28,026,836 | -$4,051,653 | -12.63% | |
| Franklin Resources Inc | 0.01% | 194,975 | $28,002,312 | $24,465,463 | -$3,536,849 | -12.63% | |
| Hightower Advisors, Llc | 0.03% | 193,014 | $27,720,651 | $24,219,397 | -$3,501,254 | -12.63% | |
| Barlow Wealth Partners, Llc | 2.98% | 205,696 | $27,627,068 | $25,810,734 | -$1,816,334 | -6.57% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 174,863 | $25,113,823 | $21,941,809 | -$3,172,014 | -12.63% |
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.