Who owns Houlihan Lokey, Inc.?
Institutional ownership of HLI from SEC Form 13F filings across 329 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
329
13F holders
$5.59B
value, 2026 filers
64.6%
of shares outstanding (43.0M sh)
29
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HLI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.2M | $702.9M | 0.0% | 7.9% | -0.8% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8M | $372.1M | 0.0% | 4.2% | -0.2% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $327.2M | 0.0% | 3.7% | -49.6% |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.4M | $325.5M | 1.0% | 3.6% | -8.2% |
| 5 | ROYAL BANK OF CANADA | 2.0M | $267.2M | 0.0% | 3% | +13.7% |
| 6 | MORGAN STANLEY | 1.7M | $226.7M | 0.0% | 2.5% | +6.2% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $185.7M | 0.0% | 2.1% | +2.4% |
| 8 | BANK OF MONTREAL /CAN/ | 1.3M | $174.5M | 0.1% | 2% | +13.1% |
| 9 | CITADEL ADVISORS LLC | 1.2M | $164.7M | 0.0% | 1.8% | +151.5% |
| 10 | NEUBERGER BERMAN GROUP LLC | 992,787 | $133.2M | 0.1% | 1.5% | +62.5% |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 929,760 | $124.7M | 0.0% | 1.4% | -31.7% |
| 12 | BANK OF AMERICA CORP /DE/ | 890,616 | $119.5M | 0.0% | 1.3% | -6.3% |
| 13 | BAMCO INC /NY/ | 869,544 | $116.6M | 0.2% | 1.3% | -18.1% |
| 14 | GOLDMAN SACHS GROUP INC | 825,406 | $110.7M | 0.0% | 1.2% | +32.3% |
| 15 | Qube Research & Technologies Ltd | 705,487 | $94.6M | 0.1% | 1.1% | +176.5% |
| 16 | FMR LLC | 690,813 | $92.7M | 0.0% | 1% | -19.3% |
| 17 | NORGES BANKNEW | 656,486 | $88.1M | 0.0% | 1% | new |
| 18 | SEI INVESTMENTS CO | 654,087 | $87.7M | 0.1% | 1% | -5.1% |
| 19 | Clearbridge Investments, LLC | 635,294 | $85.2M | 0.1% | 1% | +1.6% |
| 20 | LPL Financial LLC | 620,282 | $83.2M | 0.0% | 0.9% | +665.5% |
| 21 | Invesco Ltd. | 561,266 | $75.3M | 0.0% | 0.8% | +18.2% |
| 22 | Capital Research Global Investors | 526,868 | $70.7M | 0.0% | 0.8% | -59.9% |
| 23 | NORTHERN TRUST CORP | 521,880 | $70.0M | 0.0% | 0.8% | -0.9% |
| 24 | Sixth Street Partners Management Company, L.P.NEW | 458,942 | $61.6M | 10.6% | 0.7% | new |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 458,942 | $61.6M | 0.0% | 0.7% | +1.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.