HOULIHAN LOKEY, INC. - HLI
Sector:
Financial
· Industry:
Investment Advice
Website:
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· Social:
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Company profile
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Quarter snapshot
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Q3 2026
· Q2 2026
Value (USD)
Total reported value ($000)
$7.432B
QoQ value delta ($000)
+$23.69M
(+0.32%)
Implied price effect (QoQ)
-0.06%
Shares
Total shares
56,536,322
QoQ shares delta
+211,467
(+0.38%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (HLI)
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Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 23 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| BlackRock, Inc. | 702,895 | 5,240,406 | 0.01% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 372,092 | 2,774,115 | 0.02% |
| VANGUARD CAPITAL MANAGEMENT LLC | 327,240 | 2,439,724 | 0.01% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 325,482 | 2,426,619 | 1.01% |
| EARNEST PARTNERS LLC | 291,426 | 2,172,720 | 1.05% |
| ROYAL BANK OF CANADA | 267,201 | 1,992,096 | 0.04% |
| STATE STREET CORP | 234,652 | 1,749,472 | 0.01% |
| MORGAN STANLEY | 226,712 | 1,690,245 | 0.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 185,658 | 1,383,912 | 0.01% |
| BANK OF MONTREAL /CAN/ | 174,461 | 1,300,687 | 0.06% |
| CITADEL ADVISORS LLC | 165,709 | 1,235,441 | 0.02% |
| Neuberger Berman Group LLC | 133,162 | 992,787 | 0.09% |
| FIDUCIARY MANAGEMENT INC /WI/ | 125,869 | 938,411 | 1.79% |
| WELLINGTON MANAGEMENT GROUP LLP | 124,708 | 929,760 | 0.02% |
| BANK OF AMERICA CORP /DE/ | 119,458 | 890,616 | 0.01% |
| BAMCO INC /NY/ | 116,631 | 869,544 | 0.18% |
| GOLDMAN SACHS GROUP INC | 110,711 | 825,406 | 0.01% |
| Qube Research & Technologies Ltd | 94,626 | 705,487 | 0.09% |
| DIMENSIONAL FUND ADVISORS LP | 92,935 | 692,896 | 0.02% |
| FMR LLC | 92,658 | 690,813 | 0.0% |
| NORGES BANK | 88,054 | 656,486 | 0.01% |
| SEI INVESTMENTS CO | 87,732 | 654,087 | 0.08% |
| Clearbridge Investments, LLC | 85,212 | 635,294 | 0.07% |
| LPL Financial LLC | 83,198 | 620,282 | 0.02% |
| Invesco Ltd. | 75,282 | 561,266 | 0.01% |