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HLI

Houlihan Lokey, Inc.
$140.15 +2.19 (+1.59%) At close · Jul 2
Market Cap
$12.31B
Shares
69,059,387

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 545
Total Value: $7,481,183,945
Total Shares: 52,090,184
Showing 1–100 of 549 holdings by value · page 1 of 6

Institutional Ownership Trend

26 quarters

Superinvestors Holding HLI

All superinvestors →
Ray Dalio $2,951,247

Holder Concentration

Across 545 13F filers
Top Holder
10.1%
Jun 2023 → Mar 2026 · range 9.6% – 10.5%
of institutional value
Top 5
27.5%
Jun 2023 → Mar 2026 · range 27.5% – 35.0%
of institutional value
Top 10
41.5%
Jun 2023 → Mar 2026 · range 41.5% – 48.7%
of institutional value
HHI
270
Jun 2023 → Mar 2026 · range 270 – 360
Broadly held
Showing 100 of 549
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $758,428,487 10.14% 5,280,800
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $379,465,007 5.07% 2,642,146
Mega VANGUARD CAPITAL MANAGEMENT LLC $347,464,461 4.64% 2,419,332
Large EARNEST PARTNERS LLC $320,126,682 4.28% 2,228,984
Mega ROYAL BANK OF CANADA Bank $251,549,705 3.36% 1,751,495
Mega STATE STREET CORP $243,248,619 3.25% 1,693,696
Mega MORGAN STANLEY $228,644,327 3.06% 1,592,009
Mega WELLINGTON MANAGEMENT GROUP LLP $195,525,700 2.61% 1,361,410
Mega GEODE CAPITAL MANAGEMENT, LLC $194,060,636 2.59% 1,351,209
Mega Capital Research Global Investors $188,813,479 2.52% 1,314,674
Mega BANK OF MONTREAL /CAN/ Bank $165,105,407 2.21% 1,149,599
Small Mayflower Financial Advisors, LLC $161,159,736 2.15% 1,122,126
Large BAMCO INC /NY/ $152,438,698 2.04% 1,061,403
Mega BANK OF AMERICA CORP /DE/ Bank $136,564,235 1.83% 950,872
Mega FMR LLC $122,942,163 1.64% 856,024
Mid FIDUCIARY MANAGEMENT INC /WI/ $115,409,010 1.54% 803,572
Mid Champlain Investment Partners, LLC $103,079,520 1.38% 717,724
Mega RAYMOND JAMES FINANCIAL INC $100,761,924 1.35% 701,587
Large SEI INVESTMENTS CO $99,030,585 1.32% 689,532
Mega Clearbridge Investments, LLC $89,795,245 1.20% 625,228
Mega GOLDMAN SACHS GROUP INC $89,578,091 1.20% 623,716
Mega DIMENSIONAL FUND ADVISORS LP $88,544,456 1.18% 616,519
Mega NEUBERGER BERMAN GROUP LLC $87,743,633 1.17% 610,943
Large WESTFIELD CAPITAL MANAGEMENT CO LP $78,073,411 1.04% 543,611
Mega NORTHERN TRUST CORP Bank $75,642,065 1.01% 526,682
Mega CITADEL ADVISORS LLC $70,108,389 0.94% 488,152
Mega Invesco Ltd. $68,187,038 0.91% 474,774
Mega JENNISON ASSOCIATES LLC $67,294,155 0.90% 468,557
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $65,003,991 0.87% 452,611
Mega Bank of New York Mellon Corp Bank $60,413,173 0.81% 420,646
Mid Van Berkom & Associates Inc. $58,306,560 0.78% 405,978
Mega AQR CAPITAL MANAGEMENT LLC $57,353,495 0.77% 399,342
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $54,458,262 0.73% 379,183
Large Fiera Capital Corp $51,934,284 0.69% 361,609
Mega UBS Group AG $51,574,659 0.69% 359,105
Large GW&K Investment Management, LLC $50,855,123 0.68% 354,095
Large Thrivent Financial for Lutherans $50,231,955 0.67% 349,756
Large NATIXIS ADVISORS, LLC $49,943,279 0.67% 347,746
Mega WELLS FARGO & COMPANY/MN $49,745,227 0.66% 346,367
Mega VANGUARD FIDUCIARY TRUST CO Bank $48,887,242 0.65% 340,393
Mega ENVESTNET ASSET MANAGEMENT INC $47,314,316 0.63% 329,441
Large JONES FINANCIAL COMPANIES LLLP $42,723,790 0.57% 297,478
Large Caisse de depot et placement du Quebec $39,073,257 0.52% 272,060
Large Handelsbanken Fonder AB $37,421,339 0.50% 260,558
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $37,086,992 0.50% 258,230
Mid WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $37,009,725 0.49% 257,692
Large Qube Research & Technologies Ltd $36,646,653 0.49% 255,164
Mid VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $35,728,345 0.48% 248,770
Mid EVENTIDE ASSET MANAGEMENT, LLC $33,913,852 0.45% 236,136
Large CONGRESS ASSET MANAGEMENT CO $33,460,587 0.45% 232,980
Large TUDOR INVESTMENT CORP ET AL $33,422,528 0.45% 232,715
Mid Ancora Advisors LLC $32,078,531 0.43% 223,357
Small BARLOW WEALTH PARTNERS, LLC $29,464,935 0.39% 205,159
Mid ARGENT CAPITAL MANAGEMENT LLC $29,071,847 0.39% 202,422
Mega FRANKLIN RESOURCES INC $28,002,308 0.37% 194,975
Large HighTower Advisors, LLC $27,720,670 0.37% 193,014
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $25,113,820 0.34% 174,863
Mid FLPUTNAM INVESTMENT MANAGEMENT CO $24,922,665 0.33% 173,532
Mid Interval Partners, LP $24,416,548 0.33% 170,008
Mega JPMORGAN CHASE & CO $22,758,596 0.30% 158,464
Mega BNP PARIBAS ARBITRAGE, SA $22,537,137 0.30% 156,922
Mega RHUMBLINE ADVISERS $22,526,509 0.30% 156,848
Mega MILLENNIUM MANAGEMENT LLC $21,822,915 0.29% 151,949
Mid RENAISSANCE GROUP LLC $21,726,115 0.29% 151,275
Mega T. Rowe Price Investment Management, Inc. $20,113,981 0.27% 140,050
Mega D. E. Shaw & Co., Inc. $19,893,811 0.27% 138,517
Mid Fenimore Asset Management Inc $19,886,486 0.27% 138,466
Large Grantham, Mayo, Van Otterloo & Co. LLC $19,710,983 0.26% 137,244
Large PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO Pension $17,873,652 0.24% 124,451
Large BROWN ADVISORY INC $17,545,049 0.23% 122,163
Mega PRINCIPAL FINANCIAL GROUP INC $17,483,293 0.23% 121,733
Mid SEGALL BRYANT & HAMILL, LLC $17,271,453 0.23% 120,258
Mid GHP Investment Advisors, Inc. $17,061,624 0.23% 118,797
Large Assenagon Asset Management S.A. $16,890,430 0.23% 117,605
Mega Nuveen, LLC $16,831,831 0.22% 117,197
Large Balyasny Asset Management L.P. $16,707,457 0.22% 116,331
Mega Amundi $16,295,843 0.22% 113,465
Mega Capital International Investors $16,223,171 0.22% 112,959
Mega Swiss National Bank Bank $15,487,406 0.21% 107,836
Mega California Public Employees Retirement System Pension $15,421,053 0.21% 107,374
Mega TWO SIGMA INVESTMENTS, LP $15,264,220 0.20% 106,282
Mega AMERIPRISE FINANCIAL INC $15,105,519 0.20% 105,177
Mega BARCLAYS PLC $14,349,934 0.19% 99,916
Small Montanaro Asset Management Ltd $14,110,665 0.19% 98,250
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $13,015,562 0.17% 90,625
Large Jain Global LLC $13,009,530 0.17% 90,583
Large ALPS ADVISORS INC $12,828,712 0.17% 89,324
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $12,796,398 0.17% 89,099
Mega CITIGROUP INC $12,110,612 0.16% 84,324
Mid ArrowMark Colorado Holdings LLC $12,076,431 0.16% 84,086
Large ExodusPoint Capital Management, LP $11,859,277 0.16% 82,574
Mega LPL Financial LLC $11,636,954 0.16% 81,026
Mid WHITTIER TRUST CO Bank $11,234,242 0.15% 78,222
Mega Legal & General Group Plc $10,939,678 0.15% 76,171
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $10,598,725 0.14% 73,797
Mid ATWOOD & PALMER INC $10,379,417 0.14% 72,270
Mega ALLIANCEBERNSTEIN L.P. $10,028,697 0.13% 69,828
Large PRUDENTIAL FINANCIAL INC $9,884,933 0.13% 68,827
Large Retirement Systems of Alabama Pension $9,570,118 0.13% 66,635
Mid Aptus Capital Advisors, LLC $9,562,075 0.13% 66,579
Key facts CIK 1302215 CUSIP 441593100 13F (30d) 10 filings 8 filers Visit website Investor relations

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