HLI Houlihan Lokey, Inc.
Houlihan Lokey, Inc. (HLI) Institutional Ownership
What the institutions did with HLI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 5.2M | 9.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8M | 4.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | 4.3% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.4M | 4.3% |
| EARNEST PARTNERS LLC | 2.2M | 3.9% |
| ROYAL BANK OF CANADA | 2.0M | 3.5% |
| STATE STREET CORP | 1.7M | 3.1% |
| MORGAN STANLEY | 1.7M | 3.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4M | 2.5% |
| BANK OF MONTREAL /CAN/ | 1.3M | 2.3% |
| CITADEL ADVISORS LLC | 1.2M | 2.2% |
| Mayflower Financial Advisors, LLC | 1.1M | 2.0% |
| NEUBERGER BERMAN GROUP LLC | 992.8K | 1.8% |
| FIDUCIARY MANAGEMENT INC /WI/ | 938.4K | 1.7% |
| WELLINGTON MANAGEMENT GROUP LLP | 929.8K | 1.6% |
| BANK OF AMERICA CORP /DE/ | 890.6K | 1.6% |
| BAMCO INC /NY/ | 869.5K | 1.5% |
| GOLDMAN SACHS GROUP INC | 825.4K | 1.5% |
| Qube Research & Technologies Ltd | 705.5K | 1.3% |
| DIMENSIONAL FUND ADVISORS LP | 692.9K | 1.2% |
| FMR LLC | 690.8K | 1.2% |
| NORGES BANK | 656.5K | 1.2% |
| SEI INVESTMENTS CO | 654.1K | 1.2% |
| Clearbridge Investments, LLC | 635.3K | 1.1% |
| LPL Financial LLC | 620.3K | 1.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Capital Research Global Investors | Reduced | 1.3M | 526.9K | -787.8K |
| CITADEL ADVISORS LLC | Increased | 488.2K | 1.2M | +739.4K |
| LPL Financial LLC | Increased | 81.0K | 620.3K | +539.3K |
| Champlain Investment Partners, LLC | Reduced | 717.7K | 210.0K | -507.7K |
| Qube Research & Technologies Ltd | Increased | 255.2K | 705.5K | +450.3K |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 1.4M | 929.8K | -431.7K |
| NEUBERGER BERMAN GROUP LLC | Increased | 610.9K | 992.8K | +381.8K |
| NORDEA INVESTMENT MANAGEMENT AB | Increased | 51.0K | 430.6K | +379.6K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Sold Out | 379.2K | 0 | -379.2K |
| Van Berkom & Associates Inc. | Reduced | 812.0K | 436.4K | -375.5K |
| Capital International Investors | Increased | 113.0K | 406.5K | +293.6K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 701.6K | 417.5K | -284.1K |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Increased | 248.8K | 514.4K | +265.6K |
| ARIEL INVESTMENTS, LLC | New | 0 | 244.5K | +244.5K |
| ROYAL BANK OF CANADA | Increased | 1.8M | 2.0M | +240.6K |
| CONGRESS ASSET MANAGEMENT CO | Sold Out | 233.0K | 0 | -233.0K |
| MILLENNIUM MANAGEMENT LLC | Increased | 151.9K | 375.9K | +223.9K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 2.6M | 2.4M | -215.5K |
| GOLDMAN SACHS GROUP INC | Increased | 623.7K | 825.4K | +201.7K |
| BAMCO INC /NY/ | Reduced | 1.1M | 869.5K | -191.9K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Increased | 73.8K | 259.9K | +186.1K |
| FMR LLC | Reduced | 856.0K | 690.8K | -165.2K |
| Alyeska Investment Group, L.P. | Increased | 10.8K | 171.1K | +160.3K |
| Fiera Capital Corp | Reduced | 361.6K | 207.0K | -154.6K |
| HRT FINANCIAL LP | Increased | 13.7K | 166.5K | +152.8K |
| D. E. Shaw & Co., Inc. | Increased | 138.5K | 290.8K | +152.2K |
| RENAISSANCE GROUP LLC | Sold Out | 151.3K | 0 | -151.3K |
| BANK OF MONTREAL /CAN/ | Increased | 1.1M | 1.3M | +151.1K |
| Caisse de depot et placement du Quebec | Reduced | 272.1K | 132.3K | -139.8K |
| Assenagon Asset Management S.A. | Increased | 117.6K | 253.0K | +135.3K |
| FIDUCIARY MANAGEMENT INC /WI/ | Increased | 803.6K | 938.4K | +134.8K |
| Walleye Capital LLC | Increased | 2.8K | 125.3K | +122.6K |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | Reduced | 124.5K | 4.7K | -119.7K |
| Balyasny Asset Management L.P. | Sold Out | 116.3K | 0 | -116.3K |
| Interval Partners, LP | Reduced | 170.0K | 67.2K | -102.8K |
| BARCLAYS PLC | Increased | 99.9K | 200.5K | +100.6K |
| MORGAN STANLEY | Increased | 1.6M | 1.7M | +98.2K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 399.3K | 486.2K | +86.9K |
| Invesco Ltd. | Increased | 474.8K | 561.3K | +86.5K |
| JENNISON ASSOCIATES LLC | Reduced | 468.6K | 382.2K | -86.4K |
| ArrowMark Colorado Holdings LLC | Sold Out | 84.1K | 0 | -84.1K |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | 543.6K | 463.4K | -80.2K |
| MUFG Securities EMEA plc | New | 0 | 79.7K | +79.7K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 616.5K | 692.9K | +76.4K |
| Amundi | Reduced | 113.5K | 37.1K | -76.3K |
| RENAISSANCE TECHNOLOGIES LLC | New | 0 | 76.0K | +76.0K |
| T. Rowe Price Investment Management, Inc. | Reduced | 140.1K | 68.0K | -72.0K |
| Prana Capital Management, LP | New | 0 | 71.9K | +71.9K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Reduced | 173.5K | 110.0K | -63.6K |
| Leith Wheeler Investment Counsel Ltd. | New | 0 | 61.9K | +61.9K |
| Squarepoint Ops LLC | Increased | 17.2K | 78.5K | +61.3K |
| BANK OF AMERICA CORP /DE/ | Reduced | 950.9K | 890.6K | -60.3K |
| EARNEST PARTNERS LLC | Reduced | 2.2M | 2.2M | -56.3K |
| STATE STREET CORP | Increased | 1.7M | 1.7M | +55.8K |
| Edgestream Partners, L.P. | Sold Out | 55.3K | 0 | -55.3K |
| ATWOOD & PALMER INC | Reduced | 72.3K | 20.9K | -51.4K |
| Wealth High Governance Asset Management Ltda. | Sold Out | 47.8K | 0 | -47.8K |
| SEGALL BRYANT & HAMILL, LLC | Increased | 120.3K | 167.2K | +46.9K |
| Nuveen, LLC | Increased | 117.2K | 163.9K | +46.7K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | Sold Out | 41.3K | 0 | -41.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.