HLI Institutional Ownership
Who owns Houlihan Lokey, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 521 funds reported holding HLI at Jun 30, 2026.
- ▼227 buying vs 282 selling
- ▲Shares held by funds +2.0%
- ▼Funds holding -29
- ▲Superinvestors: 3 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 521 | 550 | −5.3% |
| In funds' top 10 | 2 | 3 | −33.3% |
| 13F shares | 56.4M | 55.3M | +2.0% |
| Held by funds | – | – | – |
| New positions | 49 | 65 | −24.6% |
| Increased | 178 | 190 | −6.3% |
| Reduced | 206 | 212 | −2.8% |
| Sold out | 76 | 98 | −22.4% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in HLI
All superinvestors →
Who owns HLI
share of fund held shares- Index and passive funds29.1%
- Active managers and hedge funds49.5%
- Banks and brokers18.9%
- Pensions, insurers and other2.4%
The top 10 holders own 41.1% of all HLI shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
159 funds changed their position- Assenagon Asset Management S.A.Trimmed−251K sh
- Atwood & Palmer IncAdded+108K sh
- Fenimore Asset Management IncAdded+89K sh
- Creative PlanningAdded+77K sh
- Y-Intercept (Hong Kong) LtdSold out−43K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | – | 5.2M | $703M | −40K |
| 2 | Vanguard Portfolio Management LLC | – | 2.8M | $372M | −4,295 |
| 3 | Vanguard Capital Management LLC | – | 2.4M | $327M | +20K |
| 4 | Kayne Anderson Rudnick Investment Management LLC | – | 2.4M | $325M | −216K |
| 5 | Earnest Partners LLC | – | 2.2M | $291M | −56K |
| 6 | Royal Bank of Canada | – | 2M | $267M | +241K |
| 7 | State Street Corp | – | 1.7M | $235M | +56K |
| 8 | Morgan Stanley | – | 1.7M | $227M | +98K |
| 9 | Geode Capital Management, LLC | – | 1.4M | $186M | +33K |
| 10 | Bank of Montreal /can/ | – | 1.3M | $174M | +151K |
- Citadel Advisors LLC+739K sh+$99.2M
- Norges Bank+656K sh+$88.1M
- LPL Financial LLC+539K sh+$72.3M
- Qube Research & Technologies Ltd+450K sh+$60.4M
- Neuberger Berman Group LLC+382K sh+$51.2M
- Nordea Investment Management AB+380K sh+$51M
- Capital International Investors+294K sh+$39.4M
- Vaughan Nelson Investment Management, L.P.+266K sh+$35.6M
- Capital Research Global Investors−788K sh−$106M
- Champlain Investment Partners, LLC−508K sh−$68.1M
- Wellington Management Group LLP−432K sh−$57.9M
- Nomura Asset Management International Inc.−379K sh−$54.5M
- Van Berkom & Associates Inc.−376K sh−$50.4M
- Raymond James Financial Inc−284K sh−$38.1M
- Congress Asset Management Co−233K sh−$33.5M
- Kayne Anderson Rudnick Investment Management LLC−216K sh−$28.9M
HLI institutional ownership FAQ
Who owns the most HLI stock?
In Q2 2026 13F filings the largest holder of HLI was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of HLI is owned by institutions?
521 funds reported holding 56.4M HLI shares at Jun 30, 2026.
Are hedge funds buying HLI?
In Q2 2026, 227 funds bought HLI (49 of them new positions) and 282 sold (76 sold out completely). Among well known investors, 3 added and 2 cut. Our fund sentiment for HLI is neutral.
What is HLI's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this HLI ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.