Houlihan Lokey HLI Institutional Ownership

NYSE HLI

$128.99 -0.06 (-0.05%)

As of: Aug 24, 2026 · 3:59 PM EDT

Institutions by Trading Activity

530 Institutions

Increased 266 50.2%

Unchanged 66 12.5%

Reduced 198 37.4%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

82.36%

▲+0.32 pp QoQ

Shares Held by Institutions

54.88Mn

of 66.63Mn outstanding

▲+14.64% QoQ

Shares Outstanding

66.63Mn

11.75Mn held outside 13F filers

Institutional Investors

530

filed 13F for Mar 2026

▼-32 vs prior quarter

Net Shares Added (QoQ)

+7.01Mn

accumulated since last quarter

Value of Holdings

$6.97Bn

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 31 Mar, 2026

Houlihan Lokey, Inc. (NYSE:HLI) has 530 institutional investors with active 13F positions as of March 2026.

Collectively, these holders controlled 82.4% of Houlihan Lokey's outstanding shares in March 2026, up from 82.0% in December 2025.
They increased total shares held in HLI by 14.64% quarter over quarter, and investors in Houlihan Lokey increased 0.95% from a year ago.
Among the 530 funds, 266 bought more Houlihan Lokey shares, 198 sold down, and 66 held their ground.
Institutional investors collectively held 54.88Mn shares in Houlihan Lokey as of March 2026, up by 7.01Mn shares quarter on quarter, and down 2.57Mn shares year over year.
BlackRock, Inc. holds the largest position in HLI at 5.28Mn shares as of March 31, 2026, or 7.93% of shares outstanding.
The biggest buyers of Houlihan Lokey for the quarter ending March 2026 included VANGUARD PORTFOLIO MANAGEMENT LLC (2.78Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.42Mn), Morgan Stanley (1.04Mn), Van Berkom & Associates Inc. (434.58K), CITADEL ADVISORS LLC (421.07K).
The biggest sellers of Houlihan Lokey for the quarter ending March 2026 included T. Rowe Price Investment Management, Inc. (659.98K), Goldman Sachs Group Inc (466.01K), FIRST TRUST ADVISORS LP (375.44K), THRIVENT FINANCIAL FOR LUTHERANS (359.09K), Invesco Ltd. (286.19K).
According to Business Quant data, leading holders of HLI for March 2026 are BlackRock, Inc. (5.28Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.78Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.64Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.42Mn), EARNEST PARTNERS LLC (2.23Mn), Royal Bank Of Canada (1.75Mn), State Street Corp (1.69Mn), Morgan Stanley (1.59Mn), WELLINGTON MANAGEMENT GROUP LLP (1.36Mn), GEODE CAPITAL MANAGEMENT, LLC (1.35Mn).

Form 13F Holdings

530 Institutional Holders

Report period 31 Mar, 2026

Total shares held 54.88Mn

Of outstanding 82.36%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	5,280,800	7.93%	▲39,479	+0.75%	$758.43Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,778,410	4.17%	▲2,778,410	0.00%	$399.04Mn
3	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	2,642,146	3.97%	▼130,661	-4.71%	$379.47Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,419,332	3.63%	▲2,419,332	0.00%	$347.46Mn
5	EARNEST PARTNERS LLC	0001102578	2,228,984	3.35%	▼62,527	-2.73%	$320.13Mn
6	Royal Bank Of Canada	0001000275	1,751,495	2.63%	▲48,126	+2.83%	$251.55Mn
7	State Street Corp	0000093751	1,693,696	2.54%	▼9,599	-0.56%	$243.25Mn
8	Morgan Stanley	0000895421	1,592,009	2.39%	▲1,041,701	+189.29%	$228.64Mn
9	WELLINGTON MANAGEMENT GROUP LLP	0000902219	1,361,410	2.04%	▲77,597	+6.04%	$195.53Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,351,209	2.03%	▼67,340	-4.75%	$194.10Mn
11	Capital Research Global Investors	0001422848	1,314,674	1.97%	▲352,411	+36.62%	$188.81Mn
12	Bank Of Montreal /Can/	0000927971	1,149,599	1.73%	▼49,860	-4.16%	$165.11Mn
13	Mayflower Financial Advisors, LLC	0001852930	1,122,126	1.68%	▼6	0.00%	$1.19Mn
14	BAMCO INC /NY/	0001017918	1,061,403	1.59%	▼62,548	-5.57%	$152.44Mn
15	Bank Of America Corp /De/	0000070858	950,872	1.43%	▼2,968	-0.31%	$136.56Mn
16	FMR LLC	0000315066	856,024	1.28%	▼269,438	-23.94%	$122.94Mn
17	Van Berkom & Associates Inc.	0001524408	811,956	1.22%	▲434,578	+115.16%	$116.61K
18	FIDUCIARY MANAGEMENT INC /WI/	0000764532	803,572	1.21%	▲106,279	+15.24%	$115.41Mn
19	Champlain Investment Partners, LLC	0001315478	717,724	1.08%	▲258,624	+56.33%	$103.08Mn
20	Raymond James Financial Inc	0000720005	701,587	1.05%	▼94,774	-11.90%	$99.33Mn

Showing 1 to 20 of 530 holders