Houlihan Lokey HLI Institutional Ownership

NYSE HLI

$127.25 -2.30 (-1.78%)

As of: Oct 19, 2026 · 3:59 PM EDT

Institutions by Trading Activity

516 Institutions

Increased 235 45.5%

Unchanged 82 15.9%

Reduced 199 38.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

80.69%

▲+1.97 pp QoQ

Shares Held by Institutions

56.40Mn

of 69.90Mn outstanding

▲+3.10% QoQ

Shares Outstanding

69.90Mn

13.50Mn held outside 13F filers

Institutional Investors

516

filed 13F for Jun 2026

▼-27 vs prior quarter

Net Shares Added (QoQ)

+1.69Mn

accumulated since last quarter

Value of Holdings

$7.25Bn

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

Updated Oct 11, 2026

Houlihan Lokey, Inc. (NYSE:HLI) appeared in the 13F filings of 516 institutional investors for the quarter ended June 30, 2026.

These investors held 80.69% of outstanding shares in Q2 2026, up from 78.72% the quarter before.
Total holdings of Houlihan Lokey shares rose 3.10% from Q1 2026, and the number of holders fell 5.32% from Q2 2025.
Among the 516 holders of Houlihan Lokey, 235 added to their positions, 199 reduced their stakes and 82 left their positions unchanged.
The aggregate institutional position in Houlihan Lokey was 56.4Mn shares at the end of Q2 2026, up 1.69Mn from the prior quarter and up 4.46Mn from a year earlier.
BlackRock, Inc. held the largest position in HLI at 5.24Mn shares as of June 30, 2026, or 7.50% of shares outstanding.
Holders that added the most shares of Houlihan Lokey in Q2 2026 were Citadel Advisors LLC (+739.39K shares), LPL Financial LLC (+539.26K shares), Qube Research & Technologies Ltd (+450.32K shares), Neuberger Berman Group LLC (+381.84K shares) and Nordea Investment Management AB (+379.58K shares).
On the other side, among holders that kept a position in Houlihan Lokey, the largest reductions in Q2 2026 came from Capital Research Global Investors (-787.81K shares), Champlain Investment Partners, LLC (-507.74K shares), Wellington Management Group LLP (-431.65K shares), Raymond James Financial Inc (-284.08K shares) and Kayne Anderson Rudnick Investment Management LLC (-215.53K shares).
Houlihan Lokey's 10 largest institutional shareholders as of Q2 2026 were BlackRock, Inc. (5.24Mn shares), Vanguard Portfolio Management LLC (2.77Mn shares), Vanguard Capital Management LLC (2.44Mn shares), Kayne Anderson Rudnick Investment Management LLC (2.43Mn shares), Earnest Partners LLC (2.17Mn shares), Royal Bank of Canada (1.99Mn shares), State Street Corp (1.75Mn shares), Morgan Stanley (1.69Mn shares), Geode Capital Management, LLC (1.38Mn shares) and Bank of Montreal (1.3Mn shares), per Business Quant data.

Form 13F Holdings

517 Institutional Holders

Report period 30 Jun, 2026

Total shares held 56.40Mn

Of outstanding 80.69%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	5,240,406	7.50%	▼40,394	-0.76%	$702.90Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,774,115	3.97%	▼4,295	-0.15%	$372.09Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,439,724	3.49%	▲20,392	+0.84%	$327.24Mn
4	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	2,426,619	3.47%	▼215,527	-8.16%	$325.48Mn
5	EARNEST PARTNERS LLC	0001102578	2,172,720	3.11%	▼56,264	-2.52%	$291.43Mn
6	Royal Bank Of Canada	0001000275	1,992,096	2.85%	▲240,601	+13.74%	$267.20Mn
7	State Street Corp	0000093751	1,749,472	2.50%	▲55,776	+3.29%	$234.65Mn
8	Morgan Stanley	0000895421	1,690,245	2.42%	▲98,236	+6.17%	$226.71Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,383,912	1.98%	▲32,703	+2.42%	$185.66Mn
10	Bank Of Montreal /Can/	0000927971	1,300,687	1.86%	▲151,088	+13.14%	$174.46Mn
11	CITADEL ADVISORS LLC	0001423053	1,227,541	1.76%	▲739,389	+151.47%	$164.65Mn
12	Mayflower Financial Advisors, LLC	0001852930	1,122,126	1.61%	0	0.00%	$1.19Mn
13	Neuberger Berman Group LLC	0001465109	992,787	1.42%	▲381,844	+62.50%	$133.16Mn
14	FIDUCIARY MANAGEMENT INC /WI/	0000764532	938,411	1.34%	▲134,839	+16.78%	$125.87Mn
15	WELLINGTON MANAGEMENT GROUP LLP	0000902219	929,760	1.33%	▼431,650	-31.71%	$124.71Mn
16	Bank Of America Corp /De/	0000070858	890,616	1.27%	▼60,256	-6.34%	$119.46Mn
17	BAMCO INC /NY/	0001017918	869,544	1.24%	▼191,859	-18.08%	$116.63Mn
18	Goldman Sachs Group Inc	0000886982	825,406	1.18%	▲201,690	+32.34%	$110.71Mn
19	Qube Research & Technologies Ltd	0001729829	705,487	1.01%	▲450,323	+176.48%	$94.63Mn
20	DIMENSIONAL FUND ADVISORS LP	0000354204	692,896	0.99%	▲76,377	+12.39%	$92.94Mn

Showing 1 to 20 of 517 holders