HOULIHAN LOKEY INC (HLI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
486
Reporting holders
$7.2B
Reported value
0.1%
Held as options
-23
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $702.9M | 5,240,406 | 0.01% | 8q | -0.8%-$5.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372.1M | 2,774,115 | 0.02% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $327.2M | 2,439,724 | 0.01% | 2q | +0.8%+$2.7M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $325.5M | 2,426,619 | 1.01% | 31q | -8.2%-$28.9M |
| EARNEST PARTNERS LLC | $291.4M | 2,172,720 | 1.05% | 31q | -2.5%-$7.5M |
| ROYAL BANK OF CANADA | $267.2M | 1,992,096 | 0.04% | 31q | +13.7%+$32.3M |
| STATE STREET CORP | $234.7M | 1,749,472 | 0.01% | 31q | +3.3%+$7.5M |
| MORGAN STANLEY | $226.7M | 1,690,245 | 0.01% | 35q | +6.2%+$13.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $185.7M | 1,383,912 | 0.01% | 31q | +2.4%+$4.4M |
| BANK OF MONTREAL /CAN/ | $174.5M | 1,300,687 | 0.06% | 31q | +13.1%+$20.3M |
| CITADEL ADVISORS LLC | $165.7M | 1,227,541 | 0.02% | 31q | +151.5%+$99.8M |
| NEUBERGER BERMAN GROUP LLC | $133.2M | 992,787 | 0.09% | 31q | +62.5%+$51.2M |
| FIDUCIARY MANAGEMENT INC /WI/ | $125.9M | 938,411 | 1.79% | 27q | +16.8%+$18.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $124.7M | 929,760 | 0.02% | 15q | -31.7%-$57.9M |
| BANK OF AMERICA CORP /DE/ | $119.5M | 890,616 | 0.01% | 31q | -6.3%-$8.1M |
| BAMCO INC /NY/ | $116.6M | 869,544 | 0.18% | 31q | -18.1%-$25.7M |
| GOLDMAN SACHS GROUP INC | $110.7M | 825,406 | 0.01% | 31q | +32.3%+$27.1M |
| Qube Research & Technologies Ltd | $94.6M | 705,487 | 0.09% | 10q | +176.5%+$60.4M |
| DIMENSIONAL FUND ADVISORS LP | $92.9M | 692,896 | 0.02% | 31q | +12.4%+$10.2M |
| FMR LLC | $92.7M | 690,813 | 0.00% | 31q | -19.3%-$22.2M |
| NORGES BANK | $88.1M | 656,486 | 0.01% | 24q | -1.0%-$865.7K |
| SEI INVESTMENTS CO | $87.7M | 654,087 | 0.08% | 28q | -5.1%-$4.8M |
| Clearbridge Investments, LLC | $85.2M | 635,294 | 0.07% | 22q | +1.6%+$1.4M |
| LPL Financial LLC | $83.2M | 620,282 | 0.02% | 27q | +665.5%+$72.3M |
| Invesco Ltd. | $75.3M | 561,266 | 0.01% | 31q | +18.2%+$11.6M |
| Capital Research Global Investors | $70.7M | 526,868 | 0.01% | 6q | -59.9%-$105.7M |
| NORTHERN TRUST CORP | $70.0M | 521,880 | 0.01% | 31q | -0.9%-$644.1K |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $69.0M | 514,374 | 0.61% | 2q | +106.8%+$35.6M |
| AQR CAPITAL MANAGEMENT LLC | $65.2M | 486,239 | 0.02% | 27q | +21.8%+$11.7M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $62.2M | 463,415 | 0.20% | 6q | -14.8%-$10.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $61.6M | 458,942 | 0.01% | 31q | +1.4%+$849.2K |
| Sixth Street Partners Management Company, L.P. | $61.6M | 458,942 | 0.01% | new | NEW |
| NORDEA INVESTMENT MANAGEMENT AB | $57.8M | 430,600 | 0.05% | 31q | +744.0%+$51.0M |
| RAYMOND JAMES FINANCIAL INC | $56.0M | 417,511 | 0.02% | 7q | -40.5%-$38.1M |
| Bank of New York Mellon Corp | $54.6M | 406,981 | 0.01% | 31q | -3.2%-$1.8M |
| Capital International Investors | $54.5M | 406,531 | 0.01% | 13q | +259.9%+$39.4M |
| JENNISON ASSOCIATES LLC | $51.3M | 382,195 | 0.03% | 30q | -18.4%-$11.6M |
| MILLENNIUM MANAGEMENT LLC | $50.4M | 375,874 | 0.02% | 6q | +147.4%+$30.0M |
| VANGUARD FIDUCIARY TRUST CO | $46.0M | 343,231 | 0.01% | 2q | +0.8%+$380.7K |
| UBS Group AG | $43.1M | 321,436 | 0.01% | 31q | -10.5%-$5.1M |
| WELLS FARGO & COMPANY/MN | $42.2M | 314,566 | 0.01% | 31q | -54.6%-$50.7M |
| Grandeur Peak Global Advisors, LLC | $41.9M | 224,765 | 4.85% | 26q | +469.9%+$34.6M |
| JONES FINANCIAL COMPANIES LLLP | $40.3M | 290,735 | 0.02% | 12q | -2.3%-$934.2K |
| D. E. Shaw & Co., Inc. | $39.0M | 290,765 | 0.02% | 8q | +109.9%+$20.4M |
| ENVESTNET ASSET MANAGEMENT INC | $38.7M | 288,794 | 0.01% | 31q | -12.3%-$5.5M |
| TUDOR INVESTMENT CORP ET AL | $35.4M | 263,803 | 0.05% | 5q | +13.4%+$4.2M |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $35.1M | 261,511 | 1.69% | 25q | +1.5%+$512.2K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $35.0M | 263,456 | 0.02% | 31q | +2.0%+$694.6K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $34.9M | 259,909 | 0.15% | 7q | +252.2%+$25.0M |
| Assenagon Asset Management S.A. | $33.9M | 252,952 | 0.02% | 2q | +115.1%+$18.2M |
| ARIEL INVESTMENTS, LLC | $32.8M | 244,520 | 0.33% | new | NEW |
| EVENTIDE ASSET MANAGEMENT, LLC | $32.0M | 239,140 | 0.43% | 12q | +1.3%+$402.4K |
| Ancora Advisors LLC | $28.8M | 214,346 | 0.55% | 26q | -4.0%-$1.2M |
| Champlain Investment Partners, LLC | $28.2M | 209,983 | 0.72% | 6q | -70.7%-$68.1M |
| Fiera Capital Corp | $27.8M | 206,982 | 0.10% | 19q | -42.8%-$20.7M |
| FRANKLIN RESOURCES INC | $27.7M | 206,485 | 0.01% | 31q | +5.9%+$1.5M |
| BARLOW WEALTH PARTNERS, LLC | $27.6M | 205,696 | 2.98% | 11q | HELD |
| BARCLAYS PLC | $26.9M | 200,535 | 0.01% | 31q | +100.7%+$13.5M |
| HighTower Advisors, LLC | $25.4M | 189,028 | 0.02% | 31q | -2.1%-$534.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $25.2M | 187,563 | 0.00% | 31q | +7.3%+$1.7M |
| BNP PARIBAS FINANCIAL MARKETS | $25.0M | 186,627 | 0.01% | 31q | +18.9%+$4.0M |
| Alyeska Investment Group, L.P. | $23.0M | 171,137 | 0.06% | 2q | +1483.7%+$21.5M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $22.8M | 169,929 | 0.05% | 16q | +23.8%+$4.4M |
| Fenimore Asset Management Inc | $22.5M | 167,898 | 0.47% | 9q | +21.3%+$3.9M |
| SEGALL BRYANT & HAMILL, LLC | $22.4M | 167,184 | 0.27% | 25q | +39.0%+$6.3M |
| ARGENT CAPITAL MANAGEMENT LLC | $22.0M | 164,129 | 0.70% | 26q | -18.9%-$5.1M |
| Nuveen, LLC | $22.0M | 163,937 | 0.01% | 6q | +39.9%+$6.3M |
| RHUMBLINE ADVISERS | $20.4M | 152,433 | 0.02% | 31q | -2.8%-$592.2K |
| JPMORGAN CHASE & CO | $20.0M | 148,128 | 0.00% | 31q | -6.5%-$1.4M |
| Caisse de depot et placement du Quebec | $17.7M | 132,289 | 0.03% | 5q | -51.4%-$18.7M |
| Walleye Capital LLC | $16.8M | 125,338 | 0.06% | 4q | +4395.6%+$16.4M |
| PRINCIPAL FINANCIAL GROUP INC | $16.5M | 123,130 | 0.01% | 31q | +1.1%+$187.4K |
| GHP Investment Advisors, Inc. | $16.0M | 119,657 | 0.59% | 25q | +0.7%+$115.4K |
| BROWN ADVISORY INC | $15.9M | 118,776 | 0.02% | 13q | -2.8%-$454.3K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $14.8M | 109,973 | 0.18% | 26q | -36.6%-$8.5M |
| Swiss National Bank | $14.7M | 109,336 | 0.01% | 31q | +1.4%+$201.2K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $13.0M | 96,879 | 0.01% | 5q | +8.7%+$1.0M |
| AMERIPRISE FINANCIAL INC | $12.7M | 94,646 | 0.00% | 31q | -55.0%-$15.5M |
| NEW YORK STATE COMMON RETIREMENT FUND | $12.4M | 92,125 | 0.02% | 31q | +1.7%+$201.2K |
| ALPS ADVISORS INC | $12.3M | 91,702 | 0.06% | 22q | +2.7%+$319.0K |
| California Public Employees Retirement System | $11.7M | 87,413 | 0.01% | 31q | -18.6%-$2.7M |
| TWO SIGMA INVESTMENTS, LP | $11.5M | 85,383 | 0.01% | 2q | -19.7%-$2.8M |
| Montanaro Asset Management Ltd | $11.1M | 82,934 | 3.51% | 23q | -15.6%-$2.1M |
| WHITTIER TRUST CO | $11.1M | 77,994 | 0.11% | 25q | HELD |
| ExodusPoint Capital Management, LP | $10.8M | 80,822 | 0.07% | 5q | -2.1%-$235.0K |
| MUFG Securities EMEA plc | $10.7M | 79,700 | 0.11% | new | NEW |
| Squarepoint Ops LLC | $10.5M | 78,512 | 0.01% | 2q | +356.7%+$8.2M |
| RENAISSANCE TECHNOLOGIES LLC | $10.2M | 76,000 | 0.01% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $10.0M | 69,903 | 0.00% | 31q | HELD |
| Legal & General Group Plc | $9.9M | 73,667 | 0.00% | 31q | -3.3%-$335.9K |
| Prana Capital Management, LP | $9.6M | 71,882 | 0.29% | new | NEW |
| Jain Global LLC | $9.6M | 71,415 | 0.04% | 3q | -21.2%-$2.6M |
| Russell Investments Group, Ltd. | $9.3M | 69,161 | 0.01% | 31q | +10.1%+$850.6K |
| Crawford Fund Management, LLC | $9.2M | 68,431 | 1.41% | 2q | +35.4%+$2.4M |
| Interval Partners, LP | $9.0M | 67,227 | 0.23% | 3q | -60.5%-$13.8M |
| Aptus Capital Advisors, LLC | $9.0M | 66,982 | 0.06% | 8q | +0.6%+$54.1K |
| Boston Partners | $8.7M | 64,924 | 0.01% | 3q | +30.7%+$2.0M |
| Corient Private Wealth LP | $8.6M | 63,746 | 0.01% | 12q | +89.7%+$4.0M |
| Leith Wheeler Investment Counsel Ltd. | $8.3M | 61,888 | 0.63% | new | NEW |
| Schonfeld Strategic Advisors LLC | $8.2M | 61,352 | 0.03% | 3q | +51.3%+$2.8M |
Showing the largest 100 of 518 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 486 | $7.2B | 53,674,039 | 49 | 164 | 182 | 0.1% |
| Q1 2026 | 509 | $7.5B | 51,857,772 | 62 | 176 | 179 | 0.1% |
| Q4 2025 | 541 | $8.7B | 50,065,074 | 77 | 149 | 200 | 0.1% |
| Q3 2025 | 513 | $10.2B | 49,465,835 | 68 | 167 | 176 | 0.1% |
| Q2 2025 | 499 | $9.3B | 51,662,612 | 66 | 163 | 172 | 0.1% |
| Q1 2025 | 483 | $8.0B | 49,341,633 | 70 | 177 | 147 | 0.1% |
| Q4 2024 | 466 | $8.6B | 49,461,160 | 77 | 145 | 139 | 0.1% |
| Q3 2024 | 407 | $7.7B | 48,457,720 | 64 | 131 | 127 | 0.1% |
| Q2 2024 | 372 | $6.6B | 48,942,388 | 44 | 107 | 132 | 0.1% |
| Q1 2024 | 357 | $6.4B | 50,157,951 | 47 | 109 | 131 | 0.1% |
| Q4 2023 | 348 | $6.1B | 49,979,106 | 57 | 103 | 111 | 0.1% |
| Q3 2023 | 300 | $4.9B | 45,526,342 | 41 | 102 | 82 | 0.2% |
| Q2 2023 | 294 | $4.4B | 45,041,890 | 39 | 79 | 102 | 0.1% |
| Q1 2023 | 282 | $4.0B | 45,885,528 | 33 | 114 | 83 | 0.1% |
| Q4 2022 | 270 | $3.7B | 42,644,104 | 41 | 83 | 87 | 0.1% |
| Q3 2022 | 317 | $3.7B | 49,212,034 | 30 | 107 | 107 | 0.1% |
| Q2 2022 | 321 | $3.9B | 48,953,541 | 36 | 103 | 120 | 0.1% |
| Q1 2022 | 343 | $4.4B | 50,335,248 | 43 | 126 | 115 | 0.1% |
| Q4 2021 | 346 | $5.2B | 50,410,525 | 54 | 109 | 121 | 0.4% |
| Q3 2021 | 308 | $4.8B | 51,868,817 | 36 | 113 | 96 | 0.2% |
| Q2 2021 | 301 | $4.3B | 52,657,023 | 52 | 91 | 107 | 0.1% |
| Q1 2021 | 278 | $3.5B | 52,215,960 | 27 | 105 | 86 | 0.1% |
| Q4 2020 | 287 | $3.5B | 51,970,631 | 53 | 102 | 83 | 0.2% |
| Q3 2020 | 255 | $3.0B | 50,933,925 | 33 | 110 | 82 | 0.0% |
| Q2 2020 | 272 | $2.8B | 50,558,774 | 65 | 116 | 63 | 0.1% |
| Q1 2020 | 225 | $2.5B | 47,354,610 | 54 | 81 | 57 | 0.1% |
| Q4 2019 | 188 | $2.2B | 44,841,133 | 28 | 75 | 48 | 0.4% |
| Q3 2019 | 193 | $1.9B | 42,096,447 | 38 | 81 | 44 | 0.4% |
| Q2 2019 | 185 | $1.9B | 42,488,006 | 42 | 69 | 44 | 0.1% |
| Q1 2019 | 171 | $1.8B | 38,435,173 | 37 | 64 | 52 | 0.2% |
| Q4 2018 | 158 | $1.3B | 35,361,570 | 2 | 3 | 4 | 0.0% |