HOULIHAN LOKEY, INC. (HLI) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 523
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | AVIVA PLC#301 · 3,134 sh | 3,134 | $420.4K | <0.01% | +7.1% |
| 302 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#302 · 3,091 sh | 3,091 | $414.6K | 0.00% | -12.2% |
| 303 | Integrated Investment Consultants#303 · 3,088 sh | 3,088 | $414.2K | 0.08% | -0.4% |
| 304 | Vestmark Advisory Solutions#304 · 3,083 sh | 3,083 | $413.6K | <0.01% | -3.8% |
| 305 | HANTZ FINANCIAL SERVICES#305 · 3,001 sh | 3,001 | $403.0K | <0.01% | -87.9% |
| 306 | Rehmann Capital Advisory Group#306 · 2,922 sh | 2,922 | $392.0K | 0.02% | +14.5% |
| 307 | MISSION WEALTH MANAGEMENT#307 · 2,876 sh | 2,876 | $385.8K | — | New |
| 308 | Dynasty Wealth Management#308 · 2,861 sh | 2,861 | $383.7K | <0.01% | -5.6% |
| 309 | Utah Retirement Systems#309 · 2,859 sh | 2,859 | $383.5K | <0.01% | 0.0% |
| 310 | FIDUCIARY#310 · 2,772 sh | 2,772 | $371.8K | <0.01% | +0.3% |
| 311 | Merit Financial Group#311 · 2,772 sh | 2,772 | $371.8K | <0.01% | New |
| 312 | First Bank#312 · 2,717 sh | 2,717 | $364.4K | — | 0.0% |
| 313 | Maryland State Retirement & Pension System#313 · 2,697 sh | 2,697 | $361.7K | <0.01% | 0.0% |
| 314 | iA Global Asset Management#314 · 2,687 sh | 2,687 | $360.0K | <0.01% | New |
| 315 | Oak Thistle#315 · 2,675 sh | 2,675 | $358.8K | — | -80.8% |
| 316 | Nykredit A/S#316 · 2,591 sh | 2,591 | $347.5K | <0.01% | — |
| 317 | Snowden Capital Advisors#317 · 2,576 sh | 2,576 | $345.5K | <0.01% | -10.2% |
| 318 | Vestcor#318 · 2,574 sh | 2,574 | $345.0K | <0.01% | 0.0% |
| 319 | EverSource Wealth Advisors#319 · 2,565 sh | 2,565 | $344.0K | 0.01% | -70.4% |
| 320 | DnB Asset Management AS#320 · 2,562 sh | 2,562 | $343.6K | <0.01% | 0.0% |
| 321 | Baker Ellis Asset Management#321 · 2,500 sh | 2,500 | $335.3K | — | 0.0% |
| 322 | Sowell Financial Services#322 · 2,482 sh | 2,482 | $333.0K | — | -57.0% |
| 323 | Caprock Group#323 · 2,461 sh | 2,461 | $330.2K | <0.01% | -30.1% |
| 324 | WEALTH ALLIANCE#324 · 2,458 sh | 2,458 | $329.7K | 0.03% | -5.5% |
| 325 | Beacon Pointe Advisors#325 · 2,443 sh | 2,443 | $327.7K | <0.01% | -32.1% |
| 326 | Wealthcare Capital Partners#326 · 2,399 sh | 2,399 | $321.8K | — | +2.8% |
| 327 | Fieldview Capital Management#327 · 2,376 sh | 2,376 | $318.7K | 0.09% | New |
| 328 | Concurrent Investment Advisors#328 · 2,360 sh | 2,360 | $316.6K | — | +3.5% |
| 329 | SummitTX Capital, L.P.#329 · 2,328 sh | 2,328 | $312.3K | <0.01% | -82.9% |
| 330 | Riverwater Partners#330 · 2,287 sh | 2,287 | $306.8K | 0.09% | +30.5% |
| 331 | Cambridge Investment Research Advisors#331 · 2,276 sh | 2,276 | $305.0K | <0.01% | +3.7% |
| 332 | Hamilton Capital Partners#332 · 2,250 sh | 2,250 | $301.8K | <0.01% | +30.1% |
| 333 | Portside Wealth Group#333 · 2,216 sh | 2,216 | $297.2K | — | -44.6% |
| 334 | Argos Wealth Advisors#334 · 2,213 sh | 2,213 | $296.8K | 0.08% | +14.7% |
| 335 | Accredited Investors#335 · 2,196 sh | 2,196 | $294.6K | 0.01% | 0.0% |
| 336 | Advisory Services Network#336 · 2,181 sh | 2,181 | $292.5K | <0.01% | -10.2% |
| 337 | Trajan Wealth#337 · 2,156 sh | 2,156 | $289.2K | 0.01% | -5.2% |
| 338 | ProShare Advisors#338 · 2,139 sh | 2,139 | $286.9K | <0.01% | -1.9% |
| 339 | OneAscent Investment Solutions#339 · 2,128 sh | 2,128 | $285.4K | 0.27% | -24.2% |
| 340 | OSAIC#340 · 2,095 sh | 2,095 | $281.2K | <0.01% | -92.1% |
| 341 | COMMONWEALTH EQUITY SERVICES#341 · 2,093 sh | 2,093 | $280.8K | <0.01% | +9.8% |
| 342 | MIRABELLA FINANCIAL SERVICES LLP#342 · 2,055 sh | 2,055 | $275.6K | 0.03% | +7.1% |
| 343 | Allspring Global Investments#343 · 1,989 sh | 1,989 | $274.4K | <0.01% | +7.9% |
| 344 | Mount Yale Investment Advisors#344 · 2,038 sh | 2,038 | $273.4K | <0.01% | -33.2% |
| 345 | LEUCADIA NATIONAL#345 · 2,023 sh | 2,023 | $271.3K | <0.01% | -62.5% |
| 346 | NORDEN GROUP#346 · 2,000 sh | 2,000 | $268.3K | — | -59.0% |
| 347 | Fifth Third Wealth Advisors#347 · 1,992 sh | 1,992 | $267.2K | — | -6.5% |
| 348 | BENJAMIN EDWARDS#348 · 1,986 sh | 1,986 | $266.3K | <0.01% | +4.1% |
| 349 | Index Technologies Group#349 · 1,944 sh | 1,944 | $260.7K | 0.21% | -4.2% |
| 350 | VISTA FINANCE#350 · 1,931 sh | 1,931 | $259.0K | — | -4.7% |
| 351 | B. Metzler seel. Sohn & AG#351 · 1,919 sh | 1,919 | $257.4K | <0.01% | New |
| 352 | Diversify Advisory Services#352 · 1,784 sh | 1,784 | $252.0K | — | New |
| 353 | DIVERSIFY WEALTH MANAGEMENT#353 · 1,784 sh | 1,784 | $252.0K | — | -3.4% |
| 354 | Sun Group Wealth Partners#354 · 1,869 sh | 1,869 | $250.7K | — | 0.0% |
| 355 | NICOLET BANKSHARES#355 · 1,754 sh | 1,754 | $249.9K | <0.01% | New |
| 356 | NewEdge Wealth#356 · 1,845 sh | 1,845 | $247.5K | <0.01% | +9.6% |
| 357 | INFRASTRUCTURE CAPITAL ADVISORS#357 · 1,844 sh | 1,844 | $247.3K | 0.01% | +1.9% |
| 358 | Cresset Asset Management#358 · 1,833 sh | 1,833 | $245.9K | <0.01% | -11.7% |
| 359 | SHELTON CAPITAL MANAGEMENT#359 · 1,813 sh | 1,813 | $243.2K | <0.01% | 0.0% |
| 360 | EXCHANGE TRADED CONCEPTS#360 · 1,783 sh | 1,783 | $239.2K | <0.01% | +12.4% |
| 361 | HB Wealth Management#361 · 1,773 sh | 1,773 | $237.8K | — | +8.8% |
| 362 | NISA INVESTMENT ADVISORS#362 · 1,749 sh | 1,749 | $234.6K | — | +14.5% |
| 363 | QUADRANT CAPITAL GROUP#363 · 1,741 sh | 1,741 | $233.5K | — | -50.8% |
| 364 | KESTRA PRIVATE WEALTH SERVICES#364 · 1,714 sh | 1,714 | $229.9K | <0.01% | -2.9% |
| 365 | BRIGHTON JONES#365 · 1,706 sh | 1,706 | $228.8K | <0.01% | New |
| 366 | SFMG#366 · 1,695 sh | 1,695 | $227.3K | 0.01% | -1.2% |
| 367 | CHOREO#367 · 1,685 sh | 1,685 | $226.0K | <0.01% | New |
| 368 | Cassaday & Wealth Management#368 · 1,678 sh | 1,678 | $225.1K | <0.01% | -3.8% |
| 369 | CIBC Asset Management#369 · 1,644 sh | 1,644 | $220.5K | <0.01% | 0.0% |
| 370 | Sterling Capital Management#370 · 1,640 sh | 1,640 | $220.0K | — | +29.1% |
| 371 | Serenus Wealth Advisors#371 · 1,610 sh | 1,610 | $215.9K | 0.04% | 0.0% |
| 372 | North Dakota State Investment Board#372 · 1,608 sh | 1,608 | $215.7K | <0.01% | +1.7% |
| 373 | AlTi Global#373 · 1,602 sh | 1,602 | $214.9K | <0.01% | -1.1% |
| 374 | KBC Group NV#374 · 1,557 sh | 1,557 | $209.0K | — | 0.0% |
| 375 | Horizon Investments#375 · 1,547 sh | 1,547 | $207.5K | <0.01% | +17.2% |
| 376 | MOSAIC FAMILY WEALTH PARTNERS#376 · 1,540 sh | 1,540 | $206.6K | 0.01% | New |
| 377 | Nilsine Partners#377 · 1,531 sh | 1,531 | $205.4K | 0.01% | 0.0% |
| 378 | Machina Capital S.A.S.#378 · 1,529 sh | 1,529 | $205.1K | 0.03% | New |
| 379 | LOS ANGELES CAPITAL MANAGEMENT#379 · 1,398 sh | 1,398 | $187.5K | <0.01% | +16.6% |
| 380 | Global Retirement Partners#380 · 1,366 sh | 1,366 | $183.3K | <0.01% | — |
| 381 | HUNTINGTON NATIONAL BANK#381 · 1,262 sh | 1,262 | $169.3K | <0.01% | +1.8% |
| 382 | Smartleaf Asset Management#382 · 1,089 sh | 1,089 | $144.9K | <0.01% | 0.0% |
| 383 | UMB Bank, n.a.#383 · 1,025 sh | 1,025 | $137.5K | <0.01% | -48.0% |
| 384 | IFP Advisors#384 · 1,023 sh | 1,023 | $137.2K | — | -20.5% |
| 385 | Parallel Advisors#385 · 1,006 sh | 1,006 | $134.9K | <0.01% | +14.6% |
| 386 | SIGNATUREFD#386 · 938 sh | 938 | $125.8K | — | +25.6% |
| 387 | Allworth Financial#387 · 931 sh | 931 | $124.9K | <0.01% | +2.9% |
| 388 | Graticule Asia Macro Advisors#388 · 902 sh | 902 | $121.0K | <0.01% | New |
| 389 | BROWN BROTHERS HARRIMAN#389 · 885 sh | 885 | $118.7K | <0.01% | 0.0% |
| 390 | State of Wyoming#390 · 873 sh | 873 | $117.1K | 0.01% | -68.5% |
| 391 | AdvisorNet Financial#391 · 849 sh | 849 | $113.9K | — | 0.0% |
| 392 | Sankala Group#392 · 796 sh | 796 | $102.3K | 0.07% | -19.6% |
| 393 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#393 · 741 sh | 741 | $99.4K | <0.01% | -28.7% |
| 394 | Covestor Ltd#394 · 706 sh | 706 | $95.0K | 0.05% | -1.5% |
| 395 | MATHER GROUP#395 · 584 sh | 584 | $78.3K | — | 0.0% |
| 396 | Versant Capital Management#396 · 510 sh | 510 | $68.4K | — | +91.0% |
| 397 | Anchor Investment Management#397 · 502 sh | 502 | $67.3K | <0.01% | +11.6% |
| 398 | Eurizon Capital SGR S.p.A.#398 · 455 sh | 455 | $60.5K | <0.01% | +14.3% |
| 399 | Parkside Financial Bank#399 · 428 sh | 428 | $57.4K | <0.01% | +92.8% |
| 400 | Essential Partners#400 · 425 sh | 425 | $57.0K | — | +4150.0% |
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.