HOULIHAN LOKEY, INC. (HLI) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HLI 13F holders ranked 201–300 of 523
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | GSA CAPITAL PARTNERS LLP#201 · 12,657 sh | 12,657 | $1.7M | 0.11% | New |
| 202 | Steward Partners Investment Advisory#202 · 12,531 sh | 12,531 | $1.7M | <0.01% | +313.2% |
| 203 | REGIONS FINANCIAL#203 · 12,347 sh | 12,347 | $1.7M | <0.01% | -24.8% |
| 204 | KING LUTHER CAPITAL MANAGEMENT#204 · 12,333 sh | 12,333 | $1.7M | <0.01% | +5.2% |
| 205 | ALPINE WOODS CAPITAL INVESTORS#205 · 12,258 sh | 12,258 | $1.6M | 0.36% | +2.4% |
| 206 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#206 · 12,196 sh | 12,196 | $1.6M | 0.02% | +0.2% |
| 207 | Ensign Peak Advisors#207 · 11,657 sh | 11,657 | $1.6M | <0.01% | -55.0% |
| 208 | Campbell & Investment Adviser#208 · 11,226 sh | 11,226 | $1.5M | 0.08% | -71.7% |
| 209 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#209 · 11,199 sh | 11,199 | $1.5M | 0.02% | +0.6% |
| 210 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#210 · 10,600 sh | 10,600 | $1.4M | 0.04% | 0.0% |
| 211 | BOKF, NA#211 · 10,547 sh | 10,547 | $1.4M | 0.02% | -2.9% |
| 212 | O'SHAUGHNESSY ASSET MANAGEMENT#212 · 10,051 sh | 10,051 | $1.3M | <0.01% | -29.0% |
| 213 | Linden Thomas Advisory Services#213 · 9,950 sh | 9,950 | $1.3M | — | -3.1% |
| 214 | Summit Trail Advisors#214 · 9,739 sh | 9,739 | $1.3M | 0.02% | +38.6% |
| 215 | CRAWFORD INVESTMENT COUNSEL#215 · 9,596 sh | 9,596 | $1.3M | 0.02% | +0.9% |
| 216 | Henshaw Capital#216 · 9,387 sh | 9,387 | $1.3M | 0.04% | +17.9% |
| 217 | APPLETON PARTNERS#217 · 9,068 sh | 9,068 | $1.2M | 0.07% | -5.1% |
| 218 | Aquatic Capital Management#218 · 8,886 sh | 8,886 | $1.2M | 0.04% | +310.6% |
| 219 | Mayflower Financial Advisors#219 · 1,122,126 sh | 1,122,126 | $1.2M | 0.10% | 0.0% |
| 220 | Bank Julius Baer & Ltd, Zurich#220 · 8,797 sh | 8,797 | $1.2M | <0.01% | -21.6% |
| 221 | PineStone Asset Management#221 · 8,794 sh | 8,794 | $1.2M | — | -33.8% |
| 222 | Spears Abacus Advisors#222 · 8,671 sh | 8,671 | $1.2M | 0.02% | -4.7% |
| 223 | Pictet Asset Management Holding SA#223 · 8,606 sh | 8,606 | $1.2M | <0.01% | 0.0% |
| 224 | Atria Investments#224 · 8,597 sh | 8,597 | $1.2M | — | -44.3% |
| 225 | Universal- Beteiligungs- und Servicegesellschaft mbH#225 · 8,487 sh | 8,487 | $1.1M | <0.01% | -31.6% |
| 226 | New Age Alpha Advisors#226 · 8,460 sh | 8,460 | $1.1M | 0.05% | -71.6% |
| 227 | ASSETMARK#227 · 8,240 sh | 8,240 | $1.1M | — | -5.5% |
| 228 | CIM#228 · 8,186 sh | 8,186 | $1.1M | 0.14% | +0.4% |
| 229 | GAMMA Investing#229 · 8,140 sh | 8,140 | $1.1M | — | +24.1% |
| 230 | RESOURCES MANAGEMENT /CT#230 · 7,704 sh | 7,704 | $1.0M | 0.13% | +9.4% |
| 231 | Rockefeller Capital Management L.P.#231 · 7,507 sh | 7,507 | $1.0M | <0.01% | -24.2% |
| 232 | NewEdge Advisors#232 · 7,422 sh | 7,422 | $995.5K | <0.01% | New |
| 233 | QRG CAPITAL MANAGEMENT#233 · 7,370 sh | 7,370 | $988.5K | <0.01% | -1.0% |
| 234 | Fisher Asset Management#234 · 7,344 sh | 7,344 | $985.1K | <0.01% | -4.7% |
| 235 | Orion Porfolio Solutions#235 · 7,247 sh | 7,247 | $972.0K | <0.01% | -6.2% |
| 236 | VIRGINIA RETIREMENT SYSTEMS ET Al#236 · 7,200 sh | 7,200 | $965.7K | <0.01% | New |
| 237 | CAPTRUST FINANCIAL ADVISORS#237 · 7,050 sh | 7,050 | $945.6K | <0.01% | +42.1% |
| 238 | Diversified#238 · 6,983 sh | 6,983 | $936.6K | 0.01% | -7.0% |
| 239 | TRUIST FINANCIAL#239 · 6,855 sh | 6,855 | $919.5K | <0.01% | -1.9% |
| 240 | Taylor Frigon Capital Management#240 · 6,822 sh | 6,822 | $915.0K | — | +2.7% |
| 241 | Sendero Wealth Management#241 · 6,779 sh | 6,779 | $909.3K | — | +30.1% |
| 242 | NEW YORK LIFE INVESTMENT MANAGEMENT#242 · 6,768 sh | 6,768 | $907.8K | <0.01% | +3.7% |
| 243 | PDT Partners#243 · 6,630 sh | 6,630 | $889.3K | 0.05% | +22.7% |
| 244 | XPONANCE#244 · 6,541 sh | 6,541 | $877.3K | <0.01% | -23.8% |
| 245 | Callan Family Office#245 · 6,505 sh | 6,505 | $872.5K | 0.02% | +16.1% |
| 246 | BANK OF NOVA SCOTIA#246 · 6,433 sh | 6,433 | $862.9K | <0.01% | +1.1% |
| 247 | JACOBS LEVY EQUITY MANAGEMENT#247 · 6,335 sh | 6,335 | $849.7K | <0.01% | -80.0% |
| 248 | Optimize Financial#248 · 6,284 sh | 6,284 | $842.9K | 0.15% | +99.4% |
| 249 | Janney Montgomery Scott#249 · 6,141 sh | 6,141 | $824.0K | <0.01% | +89.2% |
| 250 | Pacer Advisors#250 · 6,069 sh | 6,069 | $814.0K | <0.01% | New |
| 251 | EVERGREEN CAPITAL MANAGEMENT#251 · 5,893 sh | 5,893 | $790.4K | — | +242.6% |
| 252 | MERCER GLOBAL ADVISORS#252 · 5,870 sh | 5,870 | $787.3K | <0.01% | +84.0% |
| 253 | PARK AVENUE SECURITIES#253 · 5,710 sh | 5,710 | $766.0K | — | -19.3% |
| 254 | FULTON BANK, N.A.#254 · 5,696 sh | 5,696 | $764.0K | — | +5.0% |
| 255 | Union Bancaire Privee, UBP SA#255 · 5,484 sh | 5,484 | $759.8K | <0.01% | -5.0% |
| 256 | State of Alaska, Department of Revenue#256 · 5,313 sh | 5,313 | $712.0K | — | -1.9% |
| 257 | JAMES INVESTMENT RESEARCH#257 · 5,248 sh | 5,248 | $703.9K | — | 0.0% |
| 258 | NAPLES GLOBAL ADVISORS#258 · 5,200 sh | 5,200 | $697.5K | 0.04% | +16.9% |
| 259 | Tower Research Capital (TRC)#259 · 5,166 sh | 5,166 | $692.9K | 0.02% | +69.9% |
| 260 | VOYA INVESTMENT MANAGEMENT#260 · 5,143 sh | 5,143 | $689.8K | <0.01% | -1.1% |
| 261 | MAI Capital Management#261 · 5,057 sh | 5,057 | $678.3K | <0.01% | +356.4% |
| 262 | Inspire Advisors#262 · 5,019 sh | 5,019 | $673.2K | 0.05% | +10.8% |
| 263 | EntryPoint Capital#263 · 4,797 sh | 4,797 | $643.4K | 0.16% | +71.3% |
| 264 | Gibbs Wealth Management#264 · 4,732 sh | 4,732 | $634.7K | — | -43.7% |
| 265 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#265 · 4,712 sh | 4,712 | $632.0K | <0.01% | -96.2% |
| 266 | INTRUST BANK NA#266 · 4,562 sh | 4,562 | $611.9K | 0.05% | -22.7% |
| 267 | Apriem Advisors#267 · 4,481 sh | 4,481 | $601.0K | 0.05% | 0.0% |
| 268 | Crossmark Global#268 · 4,431 sh | 4,431 | $594.3K | — | +3.4% |
| 269 | GLENMEDE NA#269 · 4,392 sh | 4,392 | $589.1K | <0.01% | +111.8% |
| 270 | Vident Advisory#270 · 4,303 sh | 4,303 | $577.1K | <0.01% | +1.2% |
| 271 | FEDERATED HERMES#271 · 4,194 sh | 4,194 | $562.5K | <0.01% | -2.9% |
| 272 | ACADIAN ASSET MANAGEMENT#272 · 4,178 sh | 4,178 | $559.0K | <0.01% | New |
| 273 | Federation des caisses Desjardins du Quebec#273 · 4,127 sh | 4,127 | $553.6K | <0.01% | +15.8% |
| 274 | SECURIAN ASSET MANAGEMENT#274 · 3,951 sh | 3,951 | $553.2K | 0.02% | 0.0% |
| 275 | CONNABLE OFFICE#275 · 4,111 sh | 4,111 | $551.4K | 0.05% | -5.4% |
| 276 | Ronald Blue#276 · 3,926 sh | 3,926 | $526.6K | — | -2.2% |
| 277 | BRIDGES INVESTMENT MANAGEMENT#277 · 3,851 sh | 3,851 | $516.5K | <0.01% | -12.8% |
| 278 | Yorktown Management & Research#278 · 3,850 sh | 3,850 | $516.4K | 0.32% | 0.0% |
| 279 | Swiss Life Asset Management Ltd#279 · 3,833 sh | 3,833 | $514.1K | <0.01% | +10.7% |
| 280 | Caitlin John#280 · 3,833 sh | 3,833 | $514.1K | 0.28% | New |
| 281 | Clifford Group#281 · 3,822 sh | 3,822 | $512.6K | 0.35% | +9.9% |
| 282 | AlphaGrep UK Ltd#282 · 3,807 sh | 3,807 | $510.6K | 0.15% | +99.3% |
| 283 | Integrated Wealth Concepts#283 · 3,795 sh | 3,795 | $509.1K | <0.01% | +20.2% |
| 284 | SRS Capital Advisors#284 · 3,788 sh | 3,788 | $508.1K | <0.01% | +6009.7% |
| 285 | WORLDQUANT MILLENNIUM ADVISORS#285 · 3,751 sh | 3,751 | $503.1K | <0.01% | New |
| 286 | STUDIO INVESTMENT MANAGEMENT#286 · 3,750 sh | 3,750 | $503.0K | — | +1.0% |
| 287 | GUGGENHEIM CAPITAL#287 · 3,710 sh | 3,710 | $497.6K | <0.01% | +0.5% |
| 288 | Krilogy Financial#288 · 3,670 sh | 3,670 | $492.3K | — | +52.6% |
| 289 | MONETA GROUP INVESTMENT ADVISORS#289 · 3,667 sh | 3,667 | $491.9K | <0.01% | -6.1% |
| 290 | Brookstone Capital Management#290 · 3,567 sh | 3,567 | $478.5K | — | -2.8% |
| 291 | Inspire Investing#291 · 3,528 sh | 3,528 | $473.2K | — | New |
| 292 | J2 Capital Management#292 · 3,522 sh | 3,522 | $472.4K | — | -22.9% |
| 293 | Venturi Wealth Management#293 · 3,508 sh | 3,508 | $470.5K | 0.02% | +21.3% |
| 294 | Sepio Capital#294 · 3,406 sh | 3,406 | $456.8K | — | New |
| 295 | CAXTON ASSOCIATES LLP#295 · 3,393 sh | 3,393 | $455.1K | <0.01% | New |
| 296 | Envestnet Portfolio Solutions#296 · 3,339 sh | 3,339 | $447.9K | <0.01% | -44.3% |
| 297 | Sequoia Financial Advisors#297 · 3,328 sh | 3,328 | $446.4K | <0.01% | +27.1% |
| 298 | M&T BANK#298 · 3,223 sh | 3,223 | $432.1K | <0.01% | -32.9% |
| 299 | GATEWAY INVESTMENT ADVISERS#299 · 3,142 sh | 3,142 | $421.4K | — | +54.9% |
| 300 | Sound Capital Solutions#300 · 3,142 sh | 3,142 | $421.4K | 0.10% | — |
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.