13F reference period
Q2 2026
Security Snapshot
HOULIHAN LOKEY, INC. - Class A common stock, par value $0.001 per share (HLI) Institutional Ownership
CUSIP: 441593100
13F Institutional Holders and Ownership History from Q3 2015 to Q3 2026
Institutions Reporting
519
Shares (Excl. Options)
55.14M
Full value: 55,143,591 · shares · 30 Jun 2026Price
$134.13
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Class A common stock, par value $0.001 per share
- Symbol
- HLI on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 55,143,591
- Total 13F value
- $7,399,274,692
- Portfolio coverage rank
- 0%
- Share change
- +1,384,401
- Value change
- +$172,574,929
- Number of holders
- 519
- Shares outstanding
- 70,218,542
- SEC-reported price per share
- $129.53
- Insider filing price
- $129.53
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- HLI - HOULIHAN LOKEY, INC. - Class A common stock, par value $0.001 per share is tracked under CUSIP 441593100.
- 519 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 543 to 519 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$7.72B
Full value: $7,720,725,201 · USD · 31 Mar 2026.$7.4B
Full value: $7,399,274,692 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 519 institutions filings for Q2 2026.
Security key
441593100
13F reference period
Q2 2026
13F holders
519
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
HLI full holder history
HOULIHAN LOKEY, INC. SEC filings
HOULIHAN LOKEY, INC. company facts
HOULIHAN LOKEY, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 441593100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
HLI
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| HL VOTING TRUST | 23% | $3,102,834,776 | 16,212,105 | HL Voting Trust | 26 Aug 2025 | |||
| Adelson Scott Joseph | 22% | $2,737,048,557 | 15,799,172 | A&R Voting Trust | 30 Dec 2025 | |||
| BlackRock, Inc. | 8.9% | $774,388,840 | 4,803,603 | BlackRock, Inc. | 31 Mar 2025 | |||
| EARNEST PARTNERS LLC | 4.9% | $427,030,459 | 2,648,908 | EARNEST PARTNERS LLC | 31 Mar 2025 |
As of 30 Jun 2026,
519
institutional investors reported holding
shares of
HOULIHAN LOKEY, INC. - Class A common stock, par value $0.001 per share (HLI).
This represents
79%
of the company’s total
outstanding shares.
55.14M
Full value: 55,143,591 · shares · 30 Jun 202670.22M
Full value: 70,218,542 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
50%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.5% | 5,240,406 | -0.76% | 0.01% | $702,895,630 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4% | 2,774,115 | -0.15% | 0.02% | $372,092,045 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.5% | 2,439,724 | +0.84% | 0.01% | $327,240,180 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.5% | 2,426,619 | -8.2% | 1% | $325,482,474 |
| EARNEST PARTNERS LLC | 3.1% | 2,172,720 | -2.5% | 1.1% | $291,426,934 |
| ROYAL BANK OF CANADA | 2.8% | 1,992,096 | +14% | 0.05% | $267,201,000 |
| STATE STREET CORP | 2.5% | 1,749,472 | +3.3% | 0.01% | $234,652,104 |
| MORGAN STANLEY | 2.4% | 1,690,245 | +6.2% | 0.01% | $226,712,784 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 1,383,912 | +2.4% | 0.01% | $185,658,270 |
| BANK OF MONTREAL /CAN/ | 1.9% | 1,300,687 | +13% | 0.06% | $174,461,147 |
| CITADEL ADVISORS LLC | 1.7% | 1,227,541 | +151% | 0.09% | $164,650,075 |
| NEUBERGER BERMAN GROUP LLC | 1.4% | 992,787 | +63% | 0.09% | $133,162,545 |
| FIDUCIARY MANAGEMENT INC /WI/ | 1.3% | 938,411 | +17% | 1.8% | $125,869,067 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.3% | 929,760 | -32% | 0.02% | $124,708,708 |
| BANK OF AMERICA CORP /DE/ | 1.3% | 890,616 | -6.3% | 0.01% | $119,458,350 |
| BAMCO INC /NY/ | 1.2% | 869,544 | -18% | 0.18% | $116,631,937 |
| GOLDMAN SACHS GROUP INC | 1.2% | 825,406 | +32% | 0.01% | $110,711,758 |
| Qube Research & Technologies Ltd | 1% | 705,487 | +176% | 0.11% | $94,626,971 |
| DIMENSIONAL FUND ADVISORS LP | 0.99% | 692,896 | +12% | 0.02% | $92,935,345 |
| FMR LLC | 0.98% | 690,813 | -19% | 0% | $92,658,744 |
| NORGES BANK | 0.93% | 656,486 | 0.01% | $88,054,467 | |
| SEI INVESTMENTS CO | 0.93% | 654,087 | -5.1% | 0.08% | $87,732,463 |
| Clearbridge Investments, LLC | 0.9% | 635,294 | +1.6% | 0.07% | $85,212,028 |
| LPL Financial LLC | 0.88% | 620,282 | +666% | 0.02% | $83,198,470 |
| Invesco Ltd. | 0.8% | 561,266 | +18% | 0.01% | $75,282,665 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
45
Headline period
Q2 2026
Rows shown
1-25 of 45
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 1,767,454 | $223,595,505 | +$15,018,362 | $126.34 | 157 |
| 2026 Q2 | 55,143,591 | $7,399,274,692 | +$172,574,929 | $134.13 | 519 |
| 2026 Q1 | 53,741,151 | $7,720,725,201 | -$47,582,422 | $143.62 | 543 |
| 2025 Q4 | 53,304,648 | $9,291,038,182 | +$198,387,719 | $174.19 | 576 |
| 2025 Q3 | 53,056,549 | $10,882,253,200 | -$400,464,283 | $205.32 | 548 |
| 2025 Q2 | 55,151,304 | $9,926,930,863 | +$471,413,490 | $179.95 | 544 |
| 2025 Q1 | 52,567,273 | $8,487,221,576 | -$175,836,513 | $161.50 | 519 |
| 2024 Q4 | 53,481,100 | $9,288,391,777 | +$125,929,921 | $173.66 | 503 |
| 2024 Q3 | 52,737,128 | $8,356,934,923 | -$99,592,807 | $158.02 | 448 |
| 2024 Q2 | 53,333,998 | $7,194,526,167 | +$22,141,376 | $134.86 | 415 |
| 2024 Q1 | 53,078,915 | $6,803,573,184 | -$98,566,173 | $128.19 | 394 |
| 2023 Q4 | 53,816,334 | $6,453,409,139 | +$403,965,219 | $119.91 | 390 |
| 2023 Q3 | 50,331,241 | $5,391,902,100 | +$66,749,158 | $107.12 | 337 |
| 2023 Q2 | 49,999,017 | $4,915,258,788 | -$20,667,298 | $98.31 | 328 |
| 2023 Q1 | 50,280,690 | $4,398,588,932 | +$33,932,140 | $87.49 | 324 |
| 2022 Q4 | 49,889,582 | $4,348,887,655 | +$108,608,181 | $87.16 | 331 |
| 2022 Q3 | 49,162,580 | $3,706,845,402 | -$89,549,535 | $75.38 | 310 |
| 2022 Q2 | 48,933,633 | $3,862,904,423 | -$90,630,269 | $78.93 | 315 |
| 2022 Q1 | 50,269,636 | $4,417,926,892 | -$10,590,207 | $87.80 | 338 |
| 2021 Q4 | 50,337,924 | $5,210,955,334 | -$161,133,876 | $103.52 | 339 |
| 2021 Q3 | 51,868,723 | $4,776,625,765 | -$70,664,023 | $92.10 | 305 |
| 2021 Q2 | 52,647,519 | $4,305,994,220 | +$48,425,275 | $81.79 | 299 |
| 2021 Q1 | 52,214,502 | $3,472,965,278 | +$85,260,027 | $66.51 | 271 |
| 2020 Q4 | 50,756,040 | $3,411,295,045 | -$15,507,649 | $67.23 | 280 |
| 2020 Q3 | 50,933,221 | $3,006,423,684 | +$28,939,553 | $59.05 | 253 |