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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.34B 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 $702.90M 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 $695.19M, representing an estimated loss of -1.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed HLI value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Vanguard Capital 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
507
Total Reported Value
$7.34B
Largest Holder
Blackrock, Inc.
Largest Position
$702.90M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 5,240,406 | $702,895,630 | $695,192,260 | -$7,703,370 | -1.10% | |
| Vanguard Portfolio Management Llc | 0.02% | 2,774,115 | $372,092,045 | $368,014,096 | -$4,077,949 | -1.10% | |
| Vanguard Capital Management Llc | 0.01% | 2,439,724 | $327,240,180 | $323,653,786 | -$3,586,394 | -1.10% | |
| Kayne Anderson Rudnick Investment Management Llc | 1.01% | 2,426,619 | $325,482,474 | $321,915,277 | -$3,567,197 | -1.10% | |
| Earnest Partners Llc | 1.05% | 2,172,720 | $291,426,934 | $288,233,035 | -$3,193,899 | -1.10% | |
| Royal Bank Of Canada | 0.05% | 1,992,096 | $267,201,000 | $264,271,455 | -$2,929,545 | -1.10% | |
| State Street Corp | 0.01% | 1,749,472 | $234,652,104 | $232,084,956 | -$2,567,148 | -1.09% | |
| Morgan Stanley | 0.01% | 1,690,245 | $226,712,784 | $224,227,902 | -$2,484,882 | -1.10% | |
| Geode Capital Management, Llc | 0.01% | 1,383,912 | $185,658,270 | $183,589,766 | -$2,068,504 | -1.11% | |
| Bank Of Montreal | 0.06% | 1,300,687 | $174,461,147 | $172,549,137 | -$1,912,010 | -1.10% | |
| Citadel Advisors Llc | 0.09% | 1,227,541 | $164,650,075 | $162,845,589 | -$1,804,486 | -1.10% | |
| Neuberger Berman Group Llc | 0.09% | 992,787 | $133,162,545 | $131,703,123 | -$1,459,422 | -1.10% | |
| Fiduciary Management Inc | 1.79% | 938,411 | $125,869,067 | $124,489,603 | -$1,379,464 | -1.10% | |
| Wellington Management Group Llp | 0.02% | 929,760 | $124,708,708 | $123,341,962 | -$1,366,746 | -1.10% | |
| Bank Of America Corp | 0.01% | 890,616 | $119,458,350 | $118,149,119 | -$1,309,231 | -1.10% | |
| Bamco Inc | 0.18% | 869,544 | $116,631,937 | $115,353,707 | -$1,278,230 | -1.10% | |
| Goldman Sachs Group Inc | 0.01% | 825,406 | $110,711,758 | $109,498,360 | -$1,213,398 | -1.10% | |
| Qube Research & Technologies Ltd | 0.11% | 705,487 | $94,626,971 | $93,589,905 | -$1,037,066 | -1.10% | |
| Dimensional Fund Advisors Lp | 0.02% | 692,896 | $92,935,345 | $91,919,583 | -$1,015,762 | -1.09% | |
| Fmr Llc | 0.00% | 690,813 | $92,658,744 | $91,643,253 | -$1,015,491 | -1.10% | |
| Norges Bank | 0.01% | 656,486 | $88,054,467 | $87,089,433 | -$965,034 | -1.10% | |
| Sei Investments Co | 0.08% | 654,087 | $87,732,463 | $86,771,181 | -$961,282 | -1.10% | |
| Clearbridge Investments, Llc | 0.07% | 635,294 | $85,212,028 | $84,278,102 | -$933,926 | -1.10% | |
| Lpl Financial Llc | 0.02% | 620,282 | $83,198,470 | $82,286,610 | -$911,860 | -1.10% | |
| Invesco Ltd. | 0.01% | 561,266 | $75,282,665 | $74,457,548 | -$825,117 | -1.10% | |
| Capital Research Global Investors | 0.01% | 526,868 | $70,668,805 | $69,894,309 | -$774,496 | -1.10% | |
| Northern Trust Corp | 0.01% | 521,880 | $69,999,763 | $69,232,601 | -$767,162 | -1.10% | |
| Vaughan Nelson Investment Management, L.P. | 0.61% | 514,374 | $68,992,985 | $68,236,855 | -$756,130 | -1.10% | |
| Aqr Capital Management Llc | 0.02% | 486,239 | $65,219,178 | $64,504,466 | -$714,712 | -1.10% | |
| Westfield Capital Management Co Lp | 0.20% | 463,415 | $62,157,854 | $61,476,634 | -$681,220 | -1.10% | |
| Charles Schwab Investment Management Inc | 0.01% | 458,942 | $61,557,890 | $60,883,246 | -$674,644 | -1.10% | |
| Van Berkom & Associates Inc. | 1.89% | 436,412 | $58,536,000 | $57,894,416 | -$641,584 | -1.10% | |
| Nordea Investment Management Ab | 0.05% | 430,600 | $57,808,050 | $57,123,396 | -$684,654 | -1.18% | |
| Raymond James Financial Inc | 0.02% | 417,511 | $56,000,779 | $55,387,009 | -$613,770 | -1.10% | |
| Bank Of New York Mellon Corp | 0.01% | 406,981 | $54,588,373 | $53,990,099 | -$598,274 | -1.10% | |
| Capital International Investors | 0.01% | 406,531 | $54,528,003 | $53,930,402 | -$597,601 | -1.10% | |
| Natixis Advisors, Llc | 0.06% | 383,961 | $51,500,000 | $50,936,266 | -$563,734 | -1.09% | |
| Jennison Associates Llc | 0.03% | 382,195 | $51,263,852 | $50,701,989 | -$561,863 | -1.10% | |
| Millennium Management Llc | 0.03% | 375,874 | $50,415,980 | $49,863,445 | -$552,535 | -1.10% | |
| Gw&K Investment Management, Llc | 0.37% | 349,700 | $46,906,000 | $46,391,202 | -$514,798 | -1.10% | |
| Thrivent Financial For Lutherans | 0.08% | 345,248 | $46,308,000 | $45,800,600 | -$507,400 | -1.10% | |
| Vanguard Fiduciary Trust Co | 0.01% | 343,231 | $46,037,574 | $45,533,024 | -$504,550 | -1.10% | |
| Ubs Group Ag | 0.01% | 321,436 | $43,114,210 | $42,641,700 | -$472,510 | -1.10% | |
| Wells Fargo & Company/Mn | 0.01% | 314,566 | $42,192,683 | $41,730,326 | -$462,357 | -1.10% | |
| Jones Financial Companies Lllp | 0.02% | 290,735 | $40,280,244 | $38,568,905 | -$1,711,339 | -4.25% | |
| D. E. Shaw & Co., Inc. | 0.02% | 290,765 | $39,000,309 | $38,572,885 | -$427,424 | -1.10% | |
| Envestnet Asset Management Inc | 0.01% | 288,794 | $38,735,924 | $38,311,412 | -$424,512 | -1.10% | |
| Tudor Investment Corp Et Al | 0.15% | 263,803 | $35,383,896 | $34,996,106 | -$387,790 | -1.10% | |
| Woodley Farra Manion Portfolio Management Inc | 1.69% | 261,511 | $35,076,433 | $34,692,049 | -$384,384 | -1.10% | |
| Schroder Investment Management Group | 0.02% | 263,456 | $35,018,571 | $34,950,073 | -$68,498 | -0.20% |
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.