Houlihan Lokey HLI Institutional Ownership

NYSE HLI

$130.49 -2.20 (-1.66%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

519 Institutions

Increased 235 45.3%

Unchanged 82 15.8%

Reduced 202 38.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

85.34%

▲+2.55 pp QoQ

Shares Held by Institutions

56.86Mn

of 66.63Mn outstanding

▲+5.90% QoQ

Shares Outstanding

66.63Mn

9.77Mn held outside 13F filers

Institutional Investors

519

filed 13F for Jun 2026

▼-25 vs prior quarter

Net Shares Added (QoQ)

+3.17Mn

accumulated since last quarter

Value of Holdings

$7.42Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Houlihan Lokey, Inc. (NYSE:HLI) has 519 institutional investors that have filed 13F reports for the period ending June 2026.

They owned 85.3% of outstanding stock in June 2026, up from 82.8% the prior quarter.
Their total shares held in HLI increased 5.9% quarter over quarter, and separately, investors owning Houlihan Lokey decreased 5.12% from a year ago.
During the quarter, 235 of these 519 funds increased positions in HLI, 202 reduced exposure, and 82 held steady.
Altogether, these fund groups held 56.86Mn shares in HLI by June 2026, up by 3.17Mn shares quarter on quarter, and up 3.53Mn shares year over year.
BlackRock, Inc. is the top holder of Houlihan Lokey as of June 30, 2026, with 5.24Mn shares representing 7.86% of outstanding stock.
Leading buyers of Houlihan Lokey shares for the quarter ending June 2026 were CITADEL ADVISORS LLC (739.39K), NORGES BANK (656.49K), LPL Financial LLC (539.26K), Sixth Street Partners Management Company, L.P. (458.94K), Qube Research & Technologies Ltd (450.32K).
Top sellers of HLI stock for the quarter ending June 2026 included Capital Research Global Investors (787.81K), Champlain Investment Partners, LLC (507.74K), WELLINGTON MANAGEMENT GROUP LLP (431.65K), Van Berkom & Associates Inc. (375.54K), Raymond James Financial Inc (284.08K).
Per Business Quant, the top 10 investors in HLI for the quarter ending June 2026 include BlackRock, Inc. (5.24Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.77Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.44Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.43Mn), EARNEST PARTNERS LLC (2.17Mn), Royal Bank Of Canada (1.99Mn), State Street Corp (1.75Mn), Morgan Stanley (1.69Mn), GEODE CAPITAL MANAGEMENT, LLC (1.38Mn), Bank Of Montreal /Can/ (1.3Mn).

Form 13F Holdings

518 Institutional Holders

Report period 30 Jun, 2026

Total shares held 56.86Mn

Of outstanding 85.34%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	5,240,406	7.86%	▼40,394	-0.76%	$702.90Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,774,115	4.16%	▼4,295	-0.15%	$372.09Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,439,724	3.66%	▲20,392	+0.84%	$327.24Mn
4	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	2,426,619	3.64%	▼215,527	-8.16%	$325.48Mn
5	EARNEST PARTNERS LLC	0001102578	2,172,720	3.26%	▼56,264	-2.52%	$291.43Mn
6	Royal Bank Of Canada	0001000275	1,992,096	2.99%	▲240,601	+13.74%	$267.20Mn
7	State Street Corp	0000093751	1,749,472	2.63%	▲55,776	+3.29%	$234.65Mn
8	Morgan Stanley	0000895421	1,690,245	2.54%	▲98,236	+6.17%	$226.71Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,383,912	2.08%	▲32,703	+2.42%	$185.66Mn
10	Bank Of Montreal /Can/	0000927971	1,300,687	1.95%	▲151,088	+13.14%	$174.46Mn
11	CITADEL ADVISORS LLC	0001423053	1,227,541	1.84%	▲739,389	+151.47%	$164.65Mn
12	Mayflower Financial Advisors, LLC	0001852930	1,122,126	1.68%	0	0.00%	$1.19Mn
13	Neuberger Berman Group LLC	0001465109	992,787	1.49%	▲381,844	+62.50%	$133.16Mn
14	FIDUCIARY MANAGEMENT INC /WI/	0000764532	938,411	1.41%	▲134,839	+16.78%	$125.87Mn
15	WELLINGTON MANAGEMENT GROUP LLP	0000902219	929,760	1.40%	▼431,650	-31.71%	$124.71Mn
16	Bank Of America Corp /De/	0000070858	890,616	1.34%	▼60,256	-6.34%	$119.46Mn
17	BAMCO INC /NY/	0001017918	869,544	1.30%	▼191,859	-18.08%	$116.63Mn
18	Goldman Sachs Group Inc	0000886982	825,406	1.24%	▲201,690	+32.34%	$110.71Mn
19	Qube Research & Technologies Ltd	0001729829	705,487	1.06%	▲450,323	+176.48%	$94.63Mn
20	DIMENSIONAL FUND ADVISORS LP	0000354204	692,896	1.04%	▲76,377	+12.39%	$92.94Mn

Showing 1 to 20 of 518 holders