HOULIHAN LOKEY, INC. (HLI) — Institutional Holders, Q2 2026 (page 6)
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 501 to 523. 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 501–523 of 523
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Rialto Wealth Management#501 · 8 sh | 8 | $1.1K | <0.01% | -42.9% |
| 502 | Cromwell#502 · 8 sh | 8 | $1.1K | <0.01% | 0.0% |
| 503 | MidFirst Bank#503 · 8 sh | 8 | $1.1K | <0.01% | 0.0% |
| 504 | Whipplewood Advisors#504 · 7 sh | 7 | $939.00 | — | -63.2% |
| 505 | HFM Investment Advisors#505 · 7 sh | 7 | $939.00 | <0.01% | +133.3% |
| 506 | Principia Wealth Advisory#506 · 6 sh | 6 | $805.00 | <0.01% | -14.3% |
| 507 | Cornerstone Financial Management#507 · 5 sh | 5 | $671.00 | <0.01% | -44.4% |
| 508 | CREATIVE FINANCIAL DESIGNS#508 · 5 sh | 5 | $671.00 | 0.00% | 0.0% |
| 509 | Marquette Asset Management#509 · 4 sh | 4 | $537.00 | — | -42.9% |
| 510 | American Capital Advisory#510 · 4 sh | 4 | $537.00 | <0.01% | -20.0% |
| 511 | Breakwater Investment Management#511 · 4 sh | 4 | $537.00 | — | 0.0% |
| 512 | LRI Investments#512 · 3 sh | 3 | $402.00 | 0.00% | New |
| 513 | DecisionPoint Financial#513 · 2 sh | 2 | $276.00 | <0.01% | New |
| 514 | Financial Management Professionals#514 · 2 sh | 2 | $268.00 | — | 0.0% |
| 515 | Hughes Financial Services#515 · 2 sh | 2 | $268.00 | 0.00% | +100.0% |
| 516 | Quaker Wealth Management#516 · 1 sh | 1 | $135.00 | — | 0.0% |
| 517 | TFC Financial Management#517 · 1 sh | 1 | $135.00 | — | 0.0% |
| 518 | MARYLAND CAPITAL ADVISORS#518 · 1 sh | 1 | $135.00 | — | — |
| 519 | Caitong International Asset Management , Ltd#519 · 1 sh | 1 | $134.00 | 0.00% | New |
| 520 | Raleigh Capital Management#520 · 0 sh | 0 | $9.00 | 0.00% | -100.0% |
| 521 | Navigoe#521 · 1 sh | 1 | $0.00 | 0.00% | New |
| 522 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#522 · 63,069 sh | 63,069 | — | — | -2.0% |
| 523 | Quantum Portfolio Management#523 · 3,776 sh | 3,776 | — | — | -2.9% |
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.