HOULIHAN LOKEY, INC. (HLI) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 523
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Wellington Grp#401 · 394 sh | 394 | $56.6K | 0.02% | 0.0% |
| 402 | HARBOR INVESTMENT ADVISORY#402 · 408 sh | 408 | $54.7K | — | New |
| 403 | OF TOLEDO NA#403 · 351 sh | 351 | $47.1K | — | +83.8% |
| 404 | EMERALD ADVISERS#404 · 345 sh | 345 | $46.3K | <0.01% | 0.0% |
| 405 | THURSTON, SPRINGER, MILLER, HERD & TITAK#405 · 334 sh | 334 | $44.8K | — | 0.0% |
| 406 | PRIVATE NA#406 · 299 sh | 299 | $40.1K | — | +83.4% |
| 407 | Silvant Capital Management#407 · 280 sh | 280 | $37.6K | <0.01% | New |
| 408 | Vanguard National#408 · 260 sh | 260 | $34.9K | <0.01% | 0.0% |
| 409 | Park Place Capital#409 · 255 sh | 255 | $34.2K | <0.01% | -53.9% |
| 410 | Farther Finance Advisors#410 · 254 sh | 254 | $34.0K | — | -14.5% |
| 411 | STEPHENSON NATIONAL BANK#411 · 234 sh | 234 | $31.4K | — | -76.0% |
| 412 | CBIZ Investment Advisory Services#412 · 215 sh | 215 | $30.9K | <0.01% | 0.0% |
| 413 | BARTLETT & WEALTH MANAGEMENT#413 · 217 sh | 217 | $29.1K | <0.01% | 0.0% |
| 414 | MassMutual Private Wealth & , FSB#414 · 200 sh | 200 | $26.8K | — | -32.9% |
| 415 | Physician Wealth Advisors#415 · 200 sh | 200 | $26.8K | — | -1.5% |
| 416 | Bayforest Capital Ltd#416 · 182 sh | 182 | $24.4K | 0.02% | -48.6% |
| 417 | MCGUIRE CAPITAL ADVISORS#417 · 180 sh | 180 | $24.1K | 0.01% | -59.6% |
| 418 | Transamerica Financial Advisors#418 · 172 sh | 172 | $23.1K | <0.01% | -60.3% |
| 419 | NOMURA ASSET MANAGEMENT LTD#419 · 170 sh | 170 | $22.8K | 0.00% | 0.0% |
| 420 | Ameliora Wealth Management Ltd.#420 · 169 sh | 169 | $22.7K | — | 0.0% |
| 421 | Purpose Unlimited#421 · 165 sh | 165 | $22.4K | <0.01% | New |
| 422 | Oakworth Capital#422 · 165 sh | 165 | $22.1K | — | 0.0% |
| 423 | Millstone Evans Group#423 · 155 sh | 155 | $20.8K | 0.01% | 0.0% |
| 424 | Golden State Wealth Management#424 · 154 sh | 154 | $20.8K | <0.01% | 0.0% |
| 425 | SJS Investment Consulting#425 · 153 sh | 153 | $20.5K | — | +1812.5% |
| 426 | BESSEMER GROUP#426 · 143 sh | 143 | $19.0K | 0.00% | -59.6% |
| 427 | FWL INVESTMENT MANAGEMENT#427 · 138 sh | 138 | $18.5K | <0.01% | 0.0% |
| 428 | AMERIFLEX GROUP#428 · 133 sh | 133 | $17.8K | <0.01% | 0.0% |
| 429 | Clearstead Advisors#429 · 123 sh | 123 | $16.5K | <0.01% | +101.6% |
| 430 | Fortitude Family Office#430 · 123 sh | 123 | $16.5K | — | +7.0% |
| 431 | Alpine Bank Wealth Management#431 · 117 sh | 117 | $15.7K | — | New |
| 432 | First Pacific Financial#432 · 116 sh | 116 | $15.6K | — | +582.4% |
| 433 | Westside Investment Management#433 · 116 sh | 116 | $15.6K | <0.01% | 0.0% |
| 434 | Golden State Equity Partners#434 · 104 sh | 104 | $14.0K | 0.04% | -32.0% |
| 435 | HHM Wealth Advisors#435 · 104 sh | 104 | $13.9K | <0.01% | 0.0% |
| 436 | TOTH FINANCIAL ADVISORY#436 · 100 sh | 100 | $13.4K | — | 0.0% |
| 437 | First Eagle Investment Management#437 · 90 sh | 90 | $12.1K | 0.00% | -98.2% |
| 438 | CX Institutional#438 · 89 sh | 89 | $12.0K | — | +1.1% |
| 439 | Bell Investment Advisors#439 · 88 sh | 88 | $11.8K | <0.01% | -4.3% |
| 440 | Crewe Advisors#440 · 86 sh | 86 | $11.5K | <0.01% | New |
| 441 | Mitsubishi UFJ Asset Management , Ltd.#441 · 78 sh | 78 | $10.5K | 0.00% | 0.0% |
| 442 | Paladin Partners#442 · 77 sh | 77 | $10.3K | — | 0.0% |
| 443 | WOLFF WIESE MAGANA#443 · 75 sh | 75 | $10.1K | — | 0.0% |
| 444 | Quarry#444 · 72 sh | 72 | $9.7K | <0.01% | -85.6% |
| 445 | Bogart Wealth#445 · 68 sh | 68 | $9.1K | <0.01% | -9.3% |
| 446 | Westfuller Advisors#446 · 67 sh | 67 | $9.0K | <0.01% | 0.0% |
| 447 | Key FInancial#447 · 67 sh | 67 | $9.0K | <0.01% | 0.0% |
| 448 | Keating Financial Advisory Services#448 · 67 sh | 67 | $9.0K | <0.01% | +67.5% |
| 449 | Larson Financial Group#449 · 63 sh | 63 | $8.4K | <0.01% | -12.5% |
| 450 | Pinnacle Wealth Planning Services#450 · 62 sh | 62 | $8.3K | <0.01% | -27.9% |
| 451 | WEBSTER BANK, N. A.#451 · 58 sh | 58 | $7.8K | <0.01% | New |
| 452 | Cornerstone Planning Group#452 · 56 sh | 56 | $7.8K | — | -22.2% |
| 453 | ACTION POINT FINANCIAL PLANNING#453 · 60 sh | 60 | $7.4K | <0.01% | New |
| 454 | True Wealth Design#454 · 54 sh | 54 | $7.2K | — | New |
| 455 | Basepoint Wealth#455 · 52 sh | 52 | $7.0K | <0.01% | 0.0% |
| 456 | Tidemark#456 · 51 sh | 51 | $6.8K | <0.01% | New |
| 457 | Nvest Wealth Strategies#457 · 50 sh | 50 | $6.7K | — | 0.0% |
| 458 | JFS WEALTH ADVISORS#458 · 47 sh | 47 | $6.3K | <0.01% | -16.1% |
| 459 | ENTRUST FINANCIAL#459 · 46 sh | 46 | $6.2K | <0.01% | 0.0% |
| 460 | FARMERS & MERCHANTS INVESTMENTS#460 · 44 sh | 44 | $5.9K | — | 0.0% |
| 461 | Asset Dedication#461 · 44 sh | 44 | $5.9K | <0.01% | 0.0% |
| 462 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#462 · 42 sh | 42 | $5.8K | <0.01% | +27.3% |
| 463 | Optiver Holding B.V.#463 · 43 sh | 43 | $5.8K | 0.00% | New |
| 464 | SBI Securities , Ltd.#464 · 42 sh | 42 | $5.6K | — | 0.0% |
| 465 | AMERICAN NATIONAL BANK#465 · 36 sh | 36 | $4.8K | — | 0.0% |
| 466 | TD Capital Management#466 · 36 sh | 36 | $4.8K | <0.01% | -35.7% |
| 467 | MPWM ADVISORY SOLUTIONS#467 · 35 sh | 35 | $4.7K | <0.01% | 0.0% |
| 468 | Cedar Mountain Advisors#468 · 33 sh | 33 | $4.4K | — | 0.0% |
| 469 | James T. Borello RIA#469 · 33 sh | 33 | $4.4K | — | +725.0% |
| 470 | North Star Investment Management#470 · 30 sh | 30 | $4.0K | <0.01% | -43.4% |
| 471 | Washington Advisors#471 · 28 sh | 28 | $3.8K | — | 0.0% |
| 472 | IFG Advisory#472 · 28 sh | 28 | $3.8K | <0.01% | New |
| 473 | Bravera Wealth#473 · 27 sh | 27 | $3.6K | <0.01% | 0.0% |
| 474 | ROTHSCHILD INVESTMENT#474 · 27 sh | 27 | $3.6K | <0.01% | +68.8% |
| 475 | PFS Partners#475 · 26 sh | 26 | $3.5K | — | 0.0% |
| 476 | Steigerwald, Gordon & Koch#476 · 26 sh | 26 | $3.5K | <0.01% | 0.0% |
| 477 | TD PRIVATE CLIENT WEALTH#477 · 25 sh | 25 | $3.4K | <0.01% | +13.6% |
| 478 | Continuum Advisory#478 · 24 sh | 24 | $3.2K | <0.01% | New |
| 479 | Financial Network Wealth Advisors#479 · 24 sh | 24 | $3.2K | <0.01% | -73.9% |
| 480 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#480 · 23 sh | 23 | $3.1K | <0.01% | -45.2% |
| 481 | Silver Grove Financial Group#481 · 23 sh | 23 | $3.1K | <0.01% | New |
| 482 | Fourth Dimension Wealth#482 · 22 sh | 22 | $3.0K | <0.01% | 0.0% |
| 483 | Private Wealth Management Group#483 · 21 sh | 21 | $2.8K | — | 0.0% |
| 484 | TD Waterhouse Canada#484 · 20 sh | 20 | $2.8K | — | 0.0% |
| 485 | Cape Investment Advisory#485 · 20 sh | 20 | $2.7K | — | New |
| 486 | CVA Family Office#486 · 16 sh | 16 | $2.1K | <0.01% | -78.4% |
| 487 | Bare Financial Services#487 · 16 sh | 16 | $2.1K | <0.01% | -20.0% |
| 488 | Creative Capital Management Investments#488 · 15 sh | 15 | $2.0K | <0.01% | New |
| 489 | HOLLENCREST SECURITIES#489 · 14 sh | 14 | $1.9K | <0.01% | 0.0% |
| 490 | Retirement Wealth Solutions#490 · 13 sh | 13 | $1.8K | — | 0.0% |
| 491 | SHP Wealth Management#491 · 13 sh | 13 | $1.7K | <0.01% | +44.4% |
| 492 | CoreCap Advisors#492 · 13 sh | 13 | $1.7K | — | +44.4% |
| 493 | First Command Advisory Services#493 · 12 sh | 12 | $1.6K | 0.00% | 0.0% |
| 494 | DiNuzzo Private Wealth#494 · 12 sh | 12 | $1.6K | — | 0.0% |
| 495 | Manchester Capital Management#495 · 11 sh | 11 | $1.5K | — | 0.0% |
| 496 | Investors Research#496 · 11 sh | 11 | $1.5K | — | 0.0% |
| 497 | BAYBAN#497 · 11 sh | 11 | $1.5K | <0.01% | 0.0% |
| 498 | Quent Capital#498 · 10 sh | 10 | $1.3K | <0.01% | -84.4% |
| 499 | Bay Harbor Wealth Management#499 · 9 sh | 9 | $1.2K | <0.01% | +28.6% |
| 500 | Rossby Financial, LCC#500 · 9 sh | 9 | $1.2K | <0.01% | +50.0% |
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.