HLI · Houlihan Lokey, Inc. · Shareholders & Ownership
$131.31
-1.93 (-1.45%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$9.18B
Shares
69.89M
Volume · Oct 23
503.47K
Avg daily vol (3M)
849.53K
Every disclosed holder of HLI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns HLI
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 56,331,616 | 80.60% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 16,212,105 | 23.20% |
| Remaining | 2,657,221 | -3.80% |
| Registered funds (N-PORT, not summed) | 23,484,013 | 33.60% |
Shares outstanding: 69,886,500, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of HLI
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
HL Voting Trust
13D
CIK 1649320 · Unknown · Aug 26, 2025
|
16,212,105 | ||
| 2 |
|
15,799,172 | ||
| 3 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,240,406 | ||
| 3.1 |
iShares Core S&P Mid-Cap ETF
Fund
S000004307 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,855,525 | ||
| 3.2 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
225,621 | ||
| 3.3 |
iShares S&P Mid-Cap 400 Growth ETF
Fund
S000004308 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
171,534 | ||
| 3.4 |
iShares S&P Mid-Cap 400 Value ETF
Fund
S000004309 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
127,791 | ||
| 3.5 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
121,994 | ||
| 4 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,774,115 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,439,724 | ||
| 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
CIK 1021223 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,426,619 | ||
| 7 |
EARNEST PARTNERS LLC
13F
CIK 1102578 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,172,720 | ||
| 8 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,992,096 | ||
| 9 |
|
1,749,472 | ||
| 9.1 |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
Fund
S000006986 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
274,431 | ||
| 9.2 |
State Street(R) SPDR(R) S&P(R) Capital Markets ETF
Fund
S000006978 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
49,335 | ||
| 9.3 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF
Fund
S000006987 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
44,437 | ||
| 9.4 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
Fund
S000006988 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
39,301 | ||
| 9.5 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
18,900 | ||
| 10 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,720,701 | ||
| 11 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,690,245 | ||
| 11.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
61 | ||
| 12 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,383,912 | ||
| 13 |
BANK OF MONTREAL /CAN/
13F
CIK 927971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,300,687 | ||
| 14 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,245,098 | ||
| 15 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,227,541 | ||
| 16 |
Mayflower Financial Advisors, LLC
13F
CIK 1852930 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,122,126 | ||
| 17 |
NEUBERGER BERMAN GROUP LLC
13F
CIK 1465109 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
992,787 | ||
| 17.1 |
Neuberger Genesis Fund
Fund
S000007841 · Registered fund · May 31, 2026
NEUBERGER BERMAN EQUITY FUNDS, not summed
|
480,714 | ||
| 17.2 |
Neuberger Small-Mid Cap ETF
Fund
S000084236 · Registered fund · May 31, 2026
Neuberger Berman ETF Trust, not summed
|
18,605 | ||
| 18 |
FIDUCIARY MANAGEMENT INC /WI/
13F
CIK 764532 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
938,411 | ||
| 18.1 |
FMI Common Stock Fund
Fund
S000043149 · Registered fund · Jun 30, 2026
FMI Funds Inc, not summed
|
460,000 | ||
| 19 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
929,760 | ||
| 20 |
SMALLCAP World Fund Inc
Fund
S000009599 · Registered fund · Jun 30, 2026
SMALLCAP World Fund Inc, not summed
|
907,943 | ||
| 21 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
890,616 | ||
| 22 |
BAMCO INC /NY/
13F
CIK 1017918 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
869,544 | ||
| 22.1 |
BARON SMALL CAP FUND
Fund
S000000584 · Registered fund · Jun 30, 2026
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
|
450,000 | ||
| 22.2 |
Baron Generational Growth Fund
Fund
S000000583 · Registered fund · Jun 30, 2026
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
|
310,210 | ||
| 22.3 |
Baron Financials ETF
Fund
S000096484 · Registered fund · Jun 30, 2026
Baron ETF Trust, not summed
|
7,298 | ||
| 23 |
VANGUARD EXPLORER FUND
Fund
S000002578 · Registered fund · Jul 31, 2026
VANGUARD EXPLORER FUND, not summed
|
857,448 | ||
| 24 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
825,406 | ||
| 24.1 |
Goldman Sachs Small/Mid Cap Growth Fund
Fund
S000009322 · Registered fund · May 31, 2026
Goldman Sachs Trust, not summed
|
85,950 | ||
| 24.2 |
Multi-Manager U.S. Small Cap Equity Fund
Fund
S000051363 · Registered fund · Apr 30, 2026
Goldman Sachs Trust II, not summed
|
9,133 | ||
| 24.3 |
Goldman Sachs Multi-Manager Global Equity Fund
Fund
S000049146 · Registered fund · Jul 31, 2026
Goldman Sachs Trust II, not summed
|
6,902 | ||
| 24.4 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
1,966 | ||
| 24.5 |
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Fund
S000075322 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust II, not summed
|
1,850 | ||
| 25 |
Eaton Vance Atlanta Capital SMID-Cap Fund
Fund
S000005198 · Registered fund · Jun 30, 2026
Eaton Vance Growth Trust, not summed
|
750,554 | ||
| 26 |
VANGUARD SMALL-CAP GROWTH INDEX FUND
Fund
S000002846 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
719,202 | ||
| 27 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
705,487 | ||
| 28 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
692,896 | ||
| 28.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
106,954 | ||
| 28.2 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
103,698 | ||
| 28.3 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
85,808 | ||
| 28.4 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
73,271 | ||
| 28.5 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
66,532 | ||
| 29 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
690,813 | ||
| 29.1 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
279,991 | ||
| 29.2 |
Fidelity Mid-Cap Stock Fund
Fund
S000055365 · Registered fund · Jul 31, 2026
Fidelity Concord Street Trust, not summed
|
234,881 | ||
| 29.3 |
Strategic Advisers U.S. Total Stock Fund
Fund
S000084926 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
233,955 | ||
| 29.4 |
Fidelity Mid Cap Index Fund
Fund
S000033637 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
206,509 | ||
| 29.5 |
Strategic Advisers Fidelity U.S. Total Stock Fund
Fund
S000061481 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
167,413 | ||
| 30 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
656,486 | ||
| 31 |
SEI INVESTMENTS CO
13F
CIK 350894 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
654,087 | ||
| 31.1 |
SIIT EXTENDED MARKET INDEX FUND
Fund
S000035814 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
8,500 | ||
| 31.2 |
SIIT LARGE CAP INDEX FUND
Fund
S000006768 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
1,556 | ||
| 31.3 |
Catholic Values Equity Fund
Fund
S000048320 · Registered fund · May 31, 2026
SEI CATHOLIC VALUES TRUST, not summed
|
392 | ||
| 31.4 |
AMT Diversified Equity Fund
Fund
S000073478 · Registered fund · Jul 31, 2026
ADVISER MANAGED TRUST, not summed
|
257 | ||
| 31.5 |
New Covenant Growth Fund
Fund
S000024941 · Registered fund · Jun 30, 2026
NEW COVENANT FUNDS, not summed
|
192 | ||
| 32 |
Clearbridge Investments, LLC
13F
CIK 1348883 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
635,294 | ||
| 33 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
621,673 | ||
| 34 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
620,282 | ||
| 35 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
561,266 | ||
| 35.1 |
Invesco S&P MidCap Quality ETF
Fund
S000013108 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
366,649 | ||
| 35.2 |
Invesco S&P MidCap Low Volatility ETF
Fund
S000030966 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
50,152 | ||
| 35.3 |
Invesco S&P MidCap 400 GARP ETF
Fund
S000060794 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
41,954 | ||
| 35.4 |
Invesco Russell 1000 Dynamic Multifactor ETF
Fund
S000064607 · Registered fund · May 31, 2026
Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
|
37,868 | ||
| 35.5 |
Invesco S&P MidCap 400 Revenue ETF
Fund
S000064595 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
8,504 | ||
| 36 |
Capital Research Global Investors
13F
CIK 1422848 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
526,868 | ||
| 37 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
521,880 | ||
| 37.1 |
Mid Cap Index Fund
Fund
S000001273 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
35,244 | ||
| 37.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
1,896 | ||
| 38 |
Virtus KAR Mid-Cap Core Fund
Fund
S000025925 · Registered fund · Jun 30, 2026
Virtus Equity Trust, not summed
|
515,362 | ||
| 39 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
13F
CIK 1021642 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
514,374 | ||
| 40 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
486,239 | ||
| 40.1 |
AQR Style Premia Alternative Fund
Fund
S000042050 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
3,647 | ||
| 40.2 |
AQR Alternative Risk Premia Fund
Fund
S000058563 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
1,784 | ||
| 41 |
WESTFIELD CAPITAL MANAGEMENT CO LP
13F
CIK 1177719 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
463,415 | ||
| 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
458,942 | ||
| 42.1 |
Schwab U.S. Mid-Cap ETF
Fund
S000026635 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
146,896 | ||
| 42.2 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
77,793 | ||
| 42.3 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
58,691 | ||
| 42.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
33,471 | ||
| 42.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
32,080 | ||
| 43 |
Van Berkom & Associates Inc.
13F
CIK 1524408 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
436,412 | ||
| 44 |
NORDEA INVESTMENT MANAGEMENT AB
13F
CIK 1218210 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
430,600 | ||
| 45 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
417,511 | ||
| 45.1 |
Carillon Eagle Mid Cap Growth Fund
Fund
S000008481 · Registered fund · Jun 30, 2026
Carillon Series Trust, not summed
|
183,689 | ||
| 46 |
State Street SPDR S&P MidCap 400SM ETF Trust
Fund
· Registered fund · Jun 30, 2026
SPDR S&P MIDCAP 400 ETF TRUST, not summed
|
417,157 | ||
| 46.1 |
ROYCE SMALL-CAP TRUST, INC.
Fund
· Registered fund · Jun 30, 2026
ROYCE SMALL-CAP TRUST, INC., not summed
|
7,885 | ||
| 46.2 |
ROYCE GLOBAL TRUST, INC.
Fund
· Registered fund · Jun 30, 2026
ROYCE GLOBAL TRUST, INC., not summed
|
7,000 | ||
| 47 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
406,981 | ||
| 47.1 |
BNY Mellon US Mid Cap Core Equity ETF
Fund
S000067261 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
9,410 | ||
| 48 |
Capital International Investors
13F
CIK 1562230 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
406,531 | ||
| 49 |
Column Mid Cap Select Fund
Fund
S000082922 · Registered fund · Aug 31, 2026
Trust for Professional Managers, not summed
|
394,891 | ||
| 50 |
NATIXIS ADVISORS, LLC
13F
CIK 1018331 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
383,961 | ||
| 50.1 |
Vaughan Nelson Small Cap Fund
Fund
S000006661 · Registered fund · Jun 30, 2026
Natixis Funds Trust I, not summed
|
178,275 |
80 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 716 holders
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Key facts
CIK
1302215
CUSIP
441593100
13F (30d)
112 filings
107 filers
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