HOULIHAN LOKEY, INC. (HLI) — Institutional Holders, Q2 2026

523 institutional investment managers reported a HLI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $7.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← HLI stock profile

HLI in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

181

Trimmed

201

Sold out

Biggest buyers

CITADEL ADVISORSAdded · +739,389 sh+$99.2M
LPL FinancialAdded · +539,256 sh+$72.3M
Qube Research & Technologies LtdAdded · +450,323 sh+$60.4M
Neuberger Berman GroupAdded · +381,844 sh+$51.2M
NORDEA INVESTMENT MANAGEMENT ABAdded · +379,579 sh+$50.9M

Biggest sellers

Capital Research Global InvestorsTrimmed · -787,806 sh-$105.7M
Champlain Investment PartnersTrimmed · -507,741 sh-$68.1M
WELLINGTON MANAGEMENT GROUP LLPTrimmed · -431,650 sh-$57.9M
NOMURA ASSET MANAGEMENT INTERNATIONALSold out · -379,183 sh-$50.9M
RAYMOND JAMES FINANCIALTrimmed · -284,076 sh-$38.1M

HLI 13F holders ranked 1–100 of 523

Institutional investors reporting a position in HOULIHAN LOKEY, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 5,240,406 sh	5,240,406	$702.9M	0.01%	-0.8%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 2,774,115 sh	2,774,115	$372.1M	0.02%	-0.2%
3	VANGUARD CAPITAL MANAGEMENT#3 · 2,439,724 sh	2,439,724	$327.2M	<0.01%	+0.8%
4	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#4 · 2,426,619 sh	2,426,619	$325.5M	1.01%	-8.2%
5	EARNEST PARTNERS#5 · 2,172,720 sh	2,172,720	$291.4M	1.05%	-2.5%
6	ROYAL BANK OF CANADA#6 · 1,992,096 sh	1,992,096	$267.2M	0.04%	+13.7%
7	STATE STREET#7 · 1,749,472 sh	1,749,472	$234.7M	<0.01%	+3.3%
8	MORGAN STANLEY#8 · 1,690,245 sh	1,690,245	$226.7M	0.01%	+6.2%
9	GEODE CAPITAL MANAGEMENT#9 · 1,383,912 sh	1,383,912	$185.7M	<0.01%	+2.4%
10	BANK OF MONTREAL#10 · 1,300,687 sh	1,300,687	$174.5M	0.06%	+13.1%
11	CITADEL ADVISORS#11 · 1,227,541 sh	1,227,541	$164.7M	0.02%	+151.5%
12	Neuberger Berman Group#12 · 992,787 sh	992,787	$133.2M	0.09%	+62.5%
13	FIDUCIARY MANAGEMENT#13 · 938,411 sh	938,411	$125.9M	1.79%	+16.8%
14	WELLINGTON MANAGEMENT GROUP LLP#14 · 929,760 sh	929,760	$124.7M	0.02%	-31.7%
15	BANK OF AMERICA#15 · 890,616 sh	890,616	$119.5M	<0.01%	-6.3%
16	BAMCO#16 · 869,544 sh	869,544	$116.6M	0.17%	-18.1%
17	GOLDMAN SACHS GROUP#17 · 825,406 sh	825,406	$110.7M	<0.01%	+32.3%
18	Qube Research & Technologies Ltd#18 · 705,487 sh	705,487	$94.6M	0.09%	+176.5%
19	DIMENSIONAL FUND ADVISORS#19 · 692,896 sh	692,896	$92.9M	0.02%	+12.4%
20	FMR#20 · 690,813 sh	690,813	$92.7M	<0.01%	-19.3%
21	NORGES BANK#21 · 656,486 sh	656,486	$88.1M	<0.01%	—
22	SEI INVESTMENTS#22 · 654,087 sh	654,087	$87.7M	0.08%	-5.1%
23	Clearbridge Investments#23 · 635,294 sh	635,294	$85.2M	0.07%	+1.6%
24	LPL Financial#24 · 620,282 sh	620,282	$83.2M	0.02%	+665.5%
25	Invesco Ltd.#25 · 561,266 sh	561,266	$75.3M	<0.01%	+18.2%
26	Capital Research Global Investors#26 · 526,868 sh	526,868	$70.7M	<0.01%	-59.9%
27	NORTHERN#27 · 521,880 sh	521,880	$70.0M	<0.01%	-0.9%
28	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#28 · 514,374 sh	514,374	$69.0M	0.61%	+106.8%
29	AQR CAPITAL MANAGEMENT#29 · 486,239 sh	486,239	$65.2M	0.02%	+21.8%
30	WESTFIELD CAPITAL MANAGEMENT#30 · 463,415 sh	463,415	$62.2M	0.20%	-14.8%
31	CHARLES SCHWAB INVESTMENT MANAGEMENT#31 · 458,942 sh	458,942	$61.6M	<0.01%	+1.4%
32	Van Berkom & Associates#32 · 436,412 sh	436,412	$58.5M	1.89%	+7.5%
33	NORDEA INVESTMENT MANAGEMENT AB#33 · 430,600 sh	430,600	$57.8M	0.05%	+744.0%
34	RAYMOND JAMES FINANCIAL#34 · 417,511 sh	417,511	$56.0M	0.02%	-40.5%
35	Bank of New York Mellon#35 · 406,981 sh	406,981	$54.6M	<0.01%	-3.2%
36	Capital International Investors#36 · 406,531 sh	406,531	$54.5M	0.01%	+259.9%
37	NATIXIS ADVISORS#37 · 383,961 sh	383,961	$51.5M	0.06%	+10.4%
38	JENNISON ASSOCIATES#38 · 382,195 sh	382,195	$51.3M	0.03%	-18.4%
39	MILLENNIUM MANAGEMENT#39 · 375,874 sh	375,874	$50.4M	0.02%	+147.4%
40	GW&K Investment Management#40 · 349,700 sh	349,700	$46.9M	0.37%	-1.2%
41	THRIVENT FINANCIAL FOR LUTHERANS#41 · 345,248 sh	345,248	$46.3M	0.08%	-1.3%
42	VANGUARD FIDUCIARY#42 · 343,231 sh	343,231	$46.0M	0.01%	+0.8%
43	UBS Group AG#43 · 321,436 sh	321,436	$43.1M	<0.01%	-10.5%
44	WELLS FARGO & COMPANY#44 · 314,566 sh	314,566	$42.2M	<0.01%	-9.2%
45	JONES FINANCIAL COMPANIES LLLP#45 · 290,735 sh	290,735	$40.3M	0.02%	-2.3%
46	D. E. Shaw#46 · 290,765 sh	290,765	$39.0M	0.02%	+109.9%
47	ENVESTNET ASSET MANAGEMENT#47 · 288,794 sh	288,794	$38.7M	<0.01%	-12.3%
48	Grandeur Peak Global Advisors#48 · 184,902 sh	184,902	$36.6M	8.46%	+368.9%
49	TUDOR INVESTMENT ET AL#49 · 263,803 sh	263,803	$35.4M	0.05%	+13.4%
50	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT#50 · 261,511 sh	261,511	$35.1M	1.69%	+1.5%
51	SCHRODER INVESTMENT MANAGEMENT GROUP#51 · 263,456 sh	263,456	$35.0M	0.02%	+2.0%
52	VOLORIDGE INVESTMENT MANAGEMENT#52 · 259,909 sh	259,909	$34.9M	0.15%	+252.2%
53	ARIEL INVESTMENTS#53 · 244,520 sh	244,520	$32.8M	0.33%	New
54	EVENTIDE ASSET MANAGEMENT#54 · 239,140 sh	239,140	$32.0M	0.43%	+1.3%
55	Handelsbanken Fonder AB#55 · 219,632 sh	219,632	$29.5M	0.08%	-15.7%
56	Ancora Advisors#56 · 214,346 sh	214,346	$28.8M	0.55%	-4.0%
57	Champlain Investment Partners#57 · 209,983 sh	209,983	$28.2M	0.72%	-70.7%
58	Fiera Capital#58 · 206,982 sh	206,982	$27.8M	0.10%	-42.8%
59	FRANKLIN RESOURCES#59 · 206,485 sh	206,485	$27.7M	<0.01%	+5.9%
60	BARLOW WEALTH PARTNERS#60 · 205,696 sh	205,696	$27.6M	—	+0.3%
61	BARCLAYS PLC#61 · 200,535 sh	200,535	$26.9M	<0.01%	+100.7%
62	HighTower Advisors#62 · 189,028 sh	189,028	$25.4M	0.02%	-2.1%
63	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#63 · 187,563 sh	187,563	$25.2M	<0.01%	+7.3%
64	BNP PARIBAS FINANCIAL MARKETS#64 · 186,627 sh	186,627	$25.0M	<0.01%	+18.9%
65	Alyeska Investment Group, L.P.#65 · 171,137 sh	171,137	$23.0M	0.06%	+1483.7%
66	Grantham, Mayo, Van Otterloo#66 · 169,929 sh	169,929	$22.8M	0.05%	+23.8%
67	FENIMORE ASSET MANAGEMENT#67 · 167,898 sh	167,898	$22.5M	—	+21.3%
68	SEGALL BRYANT & HAMILL#68 · 167,184 sh	167,184	$22.4M	0.27%	New
69	HRT FINANCIAL#69 · 166,495 sh	166,495	$22.3M	0.06%	+1119.3%
70	ARGENT CAPITAL MANAGEMENT#70 · 164,129 sh	164,129	$22.0M	—	-18.9%
71	Nuveen#71 · 163,937 sh	163,937	$22.0M	<0.01%	+39.9%
72	RHUMBLINE ADVISERS#72 · 152,433 sh	152,433	$20.4M	0.02%	-2.8%
73	JPMORGAN CHASE#73 · 148,128 sh	148,128	$20.0M	<0.01%	-6.5%
74	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#74 · 132,289 sh	132,289	$17.7M	0.03%	-51.4%
75	Assenagon Asset Management S.A.#75 · 126,476 sh	126,476	$17.0M	—	+7.5%
76	Walleye Capital#76 · 125,338 sh	125,338	$16.8M	0.06%	+4395.6%
77	PRINCIPAL FINANCIAL GROUP#77 · 123,130 sh	123,130	$16.5M	<0.01%	+1.1%
78	GHP Investment Advisors#78 · 119,657 sh	119,657	$16.0M	—	+0.7%
79	BROWN ADVISORY#79 · 118,776 sh	118,776	$15.9M	0.02%	-2.8%
80	FLPUTNAM INVESTMENT MANAGEMENT#80 · 109,973 sh	109,973	$14.8M	0.18%	-36.6%
81	Swiss National Bank#81 · 109,336 sh	109,336	$14.7M	<0.01%	+1.4%
82	BNP Paribas Asset Management Holding S.A.#82 · 96,879 sh	96,879	$13.0M	0.01%	+8.7%
83	AMERIPRISE FINANCIAL#83 · 94,646 sh	94,646	$12.7M	<0.01%	-10.0%
84	NEW YORK STATE COMMON RETIREMENT FUND#84 · 92,125 sh	92,125	$12.4M	0.02%	+1.7%
85	ALPS ADVISORS#85 · 91,702 sh	91,702	$12.3M	0.06%	+2.7%
86	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#86 · 87,413 sh	87,413	$11.7M	<0.01%	-18.6%
87	TWO SIGMA INVESTMENTS#87 · 85,383 sh	85,383	$11.5M	<0.01%	-19.7%
88	Montanaro Asset Management Ltd#88 · 82,934 sh	82,934	$11.1M	3.51%	-15.6%
89	WHITTIER#89 · 77,994 sh	77,994	$11.1M	0.11%	-0.3%
90	ExodusPoint Capital Management#90 · 80,822 sh	80,822	$10.8M	0.07%	-2.1%
91	MUFG Securities EMEA plc#91 · 79,700 sh	79,700	$10.7M	0.11%	New
92	Squarepoint Ops#92 · 78,512 sh	78,512	$10.5M	0.01%	+356.7%
93	RENAISSANCE TECHNOLOGIES#93 · 76,000 sh	76,000	$10.2M	0.01%	New
94	ALLIANCEBERNSTEIN L.P.#94 · 69,903 sh	69,903	$10.0M	<0.01%	+0.1%
95	Legal & General Group Plc#95 · 73,667 sh	73,667	$9.9M	<0.01%	-3.3%
96	Prana Capital Management#96 · 71,882 sh	71,882	$9.6M	0.29%	New
97	Jain Global#97 · 71,415 sh	71,415	$9.6M	0.04%	-21.2%
98	Russell Investments Group, Ltd.#98 · 69,161 sh	69,161	$9.3M	<0.01%	+10.1%
99	Crawford Fund Management#99 · 68,431 sh	68,431	$9.2M	1.41%	+35.4%
100	T. Rowe Price Investment Management#100 · 68,030 sh	68,030	$9.1M	<0.01%	-51.4%

Funds that sold out of HLI in Q2 2026 (76)

Held HLI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held HLI in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL379,183 sh	379,183	$54.5M
CONGRESS ASSET MANAGEMENT232,980 sh	232,980	$33.5M
RENAISSANCE GROUP151,275 sh	151,275	$21.7M
BALYASNY ASSET MANAGEMENT L.P.116,331 sh	116,331	$16.7M
ArrowMark Colorado84,086 sh	84,086	$12.1M
Edgestream Partners, L.P.55,338 sh	55,338	$7.9M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS41,346 sh	41,346	$5.9M
JANE STREET GROUP35,494 sh	35,494	$5.1M
BW Gestao de Investimentos Ltda.25,816 sh	25,816	$3.7M
Wealth High Governance Capital Ltda25,816 sh	25,816	$3.7M
Wealth High Governance Asset Management Ltda.21,968 sh	21,968	$3.2M
HEALTHCARE OF ONTARIO PENSION PLAN FUND21,011 sh	21,011	$3.0M
Point72 Asset Management, L.P.18,421 sh	18,421	$2.6M
Dynamic Technology Lab Private Ltd11,806 sh	11,806	$1.7M
NATIXIS10,756 sh	10,756	$1.5M
DIVERSIFIED MANAGEMENT9,654 sh	9,654	$1.4M
Numerai GP7,937 sh	7,937	$1.1M
Nelson, Van Denburg & Campbell Wealth Management Group6,732 sh	6,732	$966.9K
TD ASSET MANAGEMENT5,900 sh	5,900	$847.4K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.5,048 sh	5,048	$725.0K
Strategic Wealth Investment Group4,903 sh	4,903	$704.2K
Stegent Equity Advisors4,593 sh	4,593	$659.6K
Magnetar Financial4,319 sh	4,319	$620.3K
AXA S.A.4,307 sh	4,307	$618.6K
LRT Capital Management4,122 sh	4,122	$592.0K
Mariner3,819 sh	3,819	$548.7K
Mitsubishi UFJ & Banking3,583 sh	3,583	$514.6K
KEYBANK NATIONAL ASSOCIATION3,400 sh	3,400	$488.3K
ING GROEP NV3,200 sh	3,200	$459.6K
Mount Lucas Management3,162 sh	3,162	$454.1K
Susquehanna Portfolio Strategies3,040 sh	3,040	$436.6K
Ethic2,802 sh	2,802	$402.4K
INCEPTIONR2,778 sh	2,778	$399.0K
Catalyst Funds Management Pty Ltd2,700 sh	2,700	$387.8K
LECAP ASSET MANAGEMENT LTD2,676 sh	2,676	$384.3K
Jump Financial2,600 sh	2,600	$373.4K
TWO SIGMA SECURITIES2,454 sh	2,454	$352.4K
Beverly Hills Private Wealth2,386 sh	2,386	$342.7K
Vise Technologies1,919 sh	1,919	$334.3K
Private Advisor Group2,245 sh	2,245	$322.4K
MGO ONE SEVEN2,217 sh	2,217	$318.4K
BOOTHBAY FUND MANAGEMENT2,097 sh	2,097	$301.2K
Legacy Wealth Asset Management2,077 sh	2,077	$298.3K
Abel Hall2,023 sh	2,023	$290.5K
iSAM Funds (UK) Ltd1,885 sh	1,885	$270.7K
Virtu Financial1,871 sh	1,871	$269.0K
DRW Securities1,697 sh	1,697	$243.7K
Arkadios Wealth Advisors1,497 sh	1,497	$215.0K
EVOKE WEALTH1,428 sh	1,428	$205.1K
AIGEN INVESTMENT MANAGEMENT1,415 sh	1,415	$203.2K
MQS Management1,393 sh	1,393	$200.1K
AlphaCentric Advisors499 sh	499	$71.7K
Annis Gardner Whiting Capital Advisors236 sh	236	$33.9K
Clark Wealth Partners181 sh	181	$26.0K
Destiny Wealth Partners140 sh	140	$20.1K
Western Wealth Management108 sh	108	$15.5K
Root Financial Partners95 sh	95	$13.6K
Westend Capital Management39 sh	39	$5.6K
TWIN PEAKS WEALTH ADVISORS32 sh	32	$4.6K
Sachetta30 sh	30	$4.3K
ZRC WEALTH MANAGEMENT27 sh	27	$3.9K
Sound Income Strategies26 sh	26	$3.7K
CENTRAL23 sh	23	$3.3K
Innovative Asset Advisors Group21 sh	21	$3.0K
Scarborough Advisors20 sh	20	$2.9K
Raleigh Capital Management19 sh	19	$2.7K
Dogwood Wealth Management19 sh	19	$2.7K
United Financial Planning Group17 sh	17	$2.4K
Richardson Capital Management8 sh	8	$1.1K
Harvest Fund Management , Ltd4 sh	4	$1.0K
SouthState Bank4 sh	4	$575.00
Vermillion Wealth Management2 sh	2	$287.00
Intentional Wealth Strategies2 sh	2	$287.00
Dunhill Financial1 sh	1	$193.00
CURIO WEALTH1 sh	1	$144.00
Avion Wealth6 sh	6	$0.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.