DaveManuel.com · Institutional Ownership · Who Owns It
HOULIHAN LOKEY INC (HLI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
523
Reporting holders
$7.4B
Reported value
0.1%
Calls
0.0%
Puts
-24
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $702.9M | 5,240,406 | 0.01% | 8q | -0.8%-$5.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372.1M | 2,774,115 | 0.02% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $327.2M | 2,439,724 | 0.01% | 2q | +0.8%+$2.7M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $325.5M | 2,426,619 | 1.01% | 31q | -8.2%-$28.9M |
| EARNEST PARTNERS LLC | $291.4M | 2,172,720 | 1.05% | 31q | -2.5%-$7.5M |
| ROYAL BANK OF CANADA | $267.2M | 1,992,096 | 0.04% | 31q | +13.7%+$32.3M |
| STATE STREET CORP | $234.7M | 1,749,472 | 0.01% | 31q | +3.3%+$7.5M |
| MORGAN STANLEY | $226.7M | 1,690,245 | 0.01% | 35q | +6.2%+$13.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $185.7M | 1,383,912 | 0.01% | 31q | +2.4%+$4.4M |
| BANK OF MONTREAL /CAN/ | $174.5M | 1,300,687 | 0.06% | 31q | +13.1%+$20.3M |
| CITADEL ADVISORS LLC | $165.7M incl. $1.1M options CALL | 1,227,541 | 0.02% | 31q | +151.5%+$99.8M |
| NEUBERGER BERMAN GROUP LLC | $133.2M | 992,787 | 0.09% | 31q | +62.5%+$51.2M |
| FIDUCIARY MANAGEMENT INC /WI/ | $125.9M | 938,411 | 1.79% | 27q | +16.8%+$18.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $124.7M | 929,760 | 0.02% | 15q | -31.7%-$57.9M |
| BANK OF AMERICA CORP /DE/ | $119.5M | 890,616 | 0.01% | 31q | -6.3%-$8.1M |
| BAMCO INC /NY/ | $116.6M | 869,544 | 0.18% | 31q | -18.1%-$25.7M |
| GOLDMAN SACHS GROUP INC | $110.7M | 825,406 | 0.01% | 31q | +32.3%+$27.1M |
| Qube Research & Technologies Ltd | $94.6M | 705,487 | 0.09% | 10q | +176.5%+$60.4M |
| DIMENSIONAL FUND ADVISORS LP | $92.9M | 692,896 | 0.02% | 31q | +12.4%+$10.2M |
| FMR LLC | $92.7M | 690,813 | 0.00% | 31q | -19.3%-$22.2M |
| NORGES BANK | $88.1M | 656,486 | 0.01% | 24q | -1.0%-$865.7K |
| SEI INVESTMENTS CO | $87.7M | 654,087 | 0.08% | 28q | -5.1%-$4.8M |
| Clearbridge Investments, LLC | $85.2M | 635,294 | 0.07% | 22q | +1.6%+$1.4M |
| LPL Financial LLC | $83.2M | 620,282 | 0.02% | 27q | +665.5%+$72.3M |
| Invesco Ltd. | $75.3M | 561,266 | 0.01% | 31q | +18.2%+$11.6M |
| Capital Research Global Investors | $70.7M | 526,868 | 0.01% | 6q | -59.9%-$105.7M |
| NORTHERN TRUST CORP | $70.0M | 521,880 | 0.01% | 31q | -0.9%-$644.1K |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $69.0M | 514,374 | 0.61% | 2q | +106.8%+$35.6M |
| AQR CAPITAL MANAGEMENT LLC | $65.2M | 486,239 | 0.02% | 27q | +21.8%+$11.7M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $62.2M | 463,415 | 0.20% | 6q | -14.8%-$10.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $61.6M | 458,942 | 0.01% | 31q | +1.4%+$849.2K |
| Van Berkom & Associates Inc. | $58.5M | 436,412 | 1.89% | 30q | -46.3%-$50.4M |
| NORDEA INVESTMENT MANAGEMENT AB | $57.8M | 430,600 | 0.05% | 31q | +744.0%+$51.0M |
| RAYMOND JAMES FINANCIAL INC | $56.0M | 417,511 | 0.02% | 7q | -40.5%-$38.1M |
| Bank of New York Mellon Corp | $54.6M | 406,981 | 0.01% | 31q | -3.2%-$1.8M |
| Capital International Investors | $54.5M | 406,531 | 0.01% | 13q | +259.9%+$39.4M |
| NATIXIS ADVISORS, LLC | $51.5M | 383,961 | 0.06% | 31q | +10.4%+$4.9M |
| JENNISON ASSOCIATES LLC | $51.3M | 382,195 | 0.03% | 30q | -18.4%-$11.6M |
| MILLENNIUM MANAGEMENT LLC | $50.4M | 375,874 | 0.02% | 6q | +147.4%+$30.0M |
| GW&K Investment Management, LLC | $46.9M | 349,700 | 0.37% | 31q | -1.2%-$589.5K |
| Thrivent Financial for Lutherans | $46.3M | 345,248 | 0.08% | 21q | -1.3%-$604.7K |
| VANGUARD FIDUCIARY TRUST CO | $46.0M | 343,231 | 0.01% | 2q | +0.8%+$380.7K |
| UBS Group AG | $43.1M | 321,436 | 0.01% | 31q | -10.5%-$5.1M |
| WELLS FARGO & COMPANY/MN | $42.2M | 314,566 | 0.01% | 31q | -9.2%-$4.3M |
| JONES FINANCIAL COMPANIES LLLP | $40.3M | 290,735 | 0.02% | 12q | -2.3%-$934.2K |
| D. E. Shaw & Co., Inc. | $39.0M | 290,765 | 0.02% | 8q | +109.9%+$20.4M |
| ENVESTNET ASSET MANAGEMENT INC | $38.7M | 288,794 | 0.01% | 31q | -12.3%-$5.5M |
| TUDOR INVESTMENT CORP ET AL | $35.4M | 263,803 | 0.05% | 5q | +13.4%+$4.2M |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $35.1M | 261,511 | 1.69% | 25q | +1.5%+$512.2K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $35.0M | 263,456 | 0.02% | 31q | +2.0%+$694.6K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $34.9M | 259,909 | 0.15% | 7q | +252.2%+$25.0M |
| Assenagon Asset Management S.A. | $33.9M | 252,952 | 0.02% | 2q | +115.1%+$18.2M |
| ARIEL INVESTMENTS, LLC | $32.8M | 244,520 | 0.33% | new | NEW |
| EVENTIDE ASSET MANAGEMENT, LLC | $32.0M | 239,140 | 0.43% | 12q | +1.3%+$402.4K |
| Handelsbanken Fonder AB | $29.5M | 219,632 | 0.08% | 25q | -15.7%-$5.5M |
| Ancora Advisors LLC | $28.8M | 214,346 | 0.55% | 26q | -4.0%-$1.2M |
| Champlain Investment Partners, LLC | $28.2M | 209,983 | 0.72% | 6q | -70.7%-$68.1M |
| Fiera Capital Corp | $27.8M | 206,982 | 0.10% | 19q | -42.8%-$20.7M |
| FRANKLIN RESOURCES INC | $27.7M | 206,485 | 0.01% | 31q | +5.9%+$1.5M |
| BARLOW WEALTH PARTNERS, LLC | $27.6M | 205,696 | 2.98% | 11q | HELD |
| BARCLAYS PLC | $26.9M | 200,535 | 0.01% | 31q | +100.7%+$13.5M |
| HighTower Advisors, LLC | $25.4M | 189,028 | 0.02% | 31q | -2.1%-$534.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $25.2M | 187,563 | 0.00% | 31q | +7.3%+$1.7M |
| BNP PARIBAS FINANCIAL MARKETS | $25.0M | 186,627 | 0.01% | 31q | +18.9%+$4.0M |
| Alyeska Investment Group, L.P. | $23.0M | 171,137 | 0.06% | 2q | +1483.7%+$21.5M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $22.8M | 169,929 | 0.05% | 16q | +23.8%+$4.4M |
| Fenimore Asset Management Inc | $22.5M | 167,898 | 0.47% | 9q | +21.3%+$3.9M |
| SEGALL BRYANT & HAMILL, LLC | $22.4M | 167,184 | 0.27% | 25q | +39.0%+$6.3M |
| HRT FINANCIAL LP | $22.3M | 166,495 | 0.04% | 2q | +1119.3%+$20.5M |
| ARGENT CAPITAL MANAGEMENT LLC | $22.0M | 164,129 | 0.70% | 26q | -18.9%-$5.1M |
| Nuveen, LLC | $22.0M | 163,937 | 0.01% | 6q | +39.9%+$6.3M |
| RHUMBLINE ADVISERS | $20.4M | 152,433 | 0.02% | 31q | -2.8%-$592.2K |
| JPMORGAN CHASE & CO | $20.0M | 148,128 | 0.00% | 31q | -6.5%-$1.4M |
| Caisse de depot et placement du Quebec | $17.7M | 132,289 | 0.03% | 5q | -51.4%-$18.7M |
| Walleye Capital LLC | $16.8M | 125,338 | 0.06% | 4q | +4395.6%+$16.4M |
| PRINCIPAL FINANCIAL GROUP INC | $16.5M | 123,130 | 0.01% | 31q | +1.1%+$187.4K |
| GHP Investment Advisors, Inc. | $16.0M | 119,657 | 0.59% | 25q | +0.7%+$115.4K |
| BROWN ADVISORY INC | $15.9M | 118,776 | 0.02% | 13q | -2.8%-$454.3K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $14.8M | 109,973 | 0.18% | 26q | -36.6%-$8.5M |
| Swiss National Bank | $14.7M | 109,336 | 0.01% | 31q | +1.4%+$201.2K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $13.0M | 96,879 | 0.01% | 5q | +8.7%+$1.0M |
| AMERIPRISE FINANCIAL INC | $12.7M | 94,646 | 0.00% | 31q | -10.0%-$1.4M |
| NEW YORK STATE COMMON RETIREMENT FUND | $12.4M | 92,125 | 0.02% | 31q | +1.7%+$201.2K |
| ALPS ADVISORS INC | $12.3M | 91,702 | 0.06% | 22q | +2.7%+$319.0K |
| California Public Employees Retirement System | $11.7M | 87,413 | 0.01% | 31q | -18.6%-$2.7M |
| TWO SIGMA INVESTMENTS, LP | $11.5M | 85,383 | 0.01% | 2q | -19.7%-$2.8M |
| Montanaro Asset Management Ltd | $11.1M | 82,934 | 3.51% | 23q | -15.6%-$2.1M |
| WHITTIER TRUST CO | $11.1M | 77,994 | 0.11% | 25q | HELD |
| ExodusPoint Capital Management, LP | $10.8M | 80,822 | 0.07% | 5q | -2.1%-$235.0K |
| MUFG Securities EMEA plc | $10.7M | 79,700 | 0.11% | new | NEW |
| Squarepoint Ops LLC | $10.5M | 78,512 | 0.01% | 2q | +356.7%+$8.2M |
| RENAISSANCE TECHNOLOGIES LLC | $10.2M | 76,000 | 0.01% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $10.0M | 69,903 | 0.00% | 31q | HELD |
| Legal & General Group Plc | $9.9M | 73,667 | 0.00% | 31q | -3.3%-$335.9K |
| Prana Capital Management, LP | $9.6M | 71,882 | 0.29% | new | NEW |
| Jain Global LLC | $9.6M | 71,415 | 0.04% | 3q | -21.2%-$2.6M |
| Russell Investments Group, Ltd. | $9.3M | 69,161 | 0.01% | 31q | +10.1%+$850.6K |
| Crawford Fund Management, LLC | $9.2M | 68,431 | 1.41% | 2q | +35.4%+$2.4M |
| T. Rowe Price Investment Management, Inc. | $9.1M | 68,030 | 0.01% | 16q | -51.4%-$9.7M |
| Interval Partners, LP | $9.0M | 67,227 | 0.23% | 3q | -60.5%-$13.8M |
Showing the largest 100 of 524 reported holders. The count of 523 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-05 | 2026-10-02 | Directors or officers departed or appointed | filing |
| 2026-09-22 | 2026-09-16 | Directors or officers departed or appointed | filing |
| 2026-09-08 | 2026-09-03 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | ALLEY J LINDSEY | Chief Financial Officer | Bought | 4,020 | $500.6K |
| 2026-09-10 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | Sold | 1,000 | $140.2K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-21 | BEISER SCOTT L | CO-CHAIRMAN | Sold | 6,265 | $941.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 139 | $176.1M | 1,391,299 | 22 | 43 | 45 | 0.0% |
| Q2 2026 | 523 | $7.4B | 55,272,635 | 50 | 171 | 205 | 0.1% |
| Q1 2026 | 547 | $7.8B | 54,150,371 | 64 | 182 | 203 | 0.1% |
| Q4 2025 | 579 | $9.4B | 53,649,405 | 79 | 158 | 218 | 0.1% |
| Q3 2025 | 556 | $10.9B | 53,272,648 | 75 | 180 | 194 | 0.1% |
| Q2 2025 | 549 | $10.0B | 55,324,580 | 72 | 178 | 195 | 0.1% |
| Q1 2025 | 529 | $8.6B | 53,296,665 | 73 | 195 | 166 | 0.1% |
| Q4 2024 | 510 | $9.3B | 53,483,896 | 80 | 164 | 156 | 0.1% |
| Q3 2024 | 451 | $8.4B | 52,870,049 | 68 | 153 | 140 | 0.1% |
| Q2 2024 | 416 | $7.2B | 53,448,636 | 53 | 124 | 145 | 0.1% |
| Q1 2024 | 404 | $7.0B | 54,741,129 | 52 | 127 | 150 | 0.1% |
| Q4 2023 | 395 | $6.6B | 54,763,264 | 71 | 118 | 125 | 0.1% |
| Q3 2023 | 338 | $5.4B | 50,328,977 | 45 | 119 | 89 | 0.2% |
| Q2 2023 | 332 | $4.9B | 50,016,073 | 45 | 93 | 116 | 0.1% |
| Q1 2023 | 329 | $4.5B | 51,173,744 | 37 | 136 | 96 | 0.1% |
| Q4 2022 | 333 | $4.4B | 49,890,776 | 46 | 104 | 117 | 0.1% |
| Q3 2022 | 306 | $10.3B | 136,808,558 | 29 | 104 | 104 | 0.0% |
| Q2 2022 | 313 | $10.8B | 136,673,083 | 35 | 100 | 117 | 0.0% |
| Q1 2022 | 334 | $12.5B | 142,435,720 | 42 | 122 | 112 | 0.0% |
| Q4 2021 | 340 | $16.3B | 156,911,655 | 54 | 107 | 120 | 0.1% |
| Q3 2021 | 303 | $6.7B | 72,395,648 | 36 | 111 | 95 | 0.2% |
| Q2 2021 | 296 | $5.9B | 72,585,962 | 52 | 90 | 104 | 0.0% |
| Q1 2021 | 271 | $4.7B | 70,944,801 | 26 | 104 | 84 | 0.1% |
| Q4 2020 | 283 | $5.1B | 76,383,969 | 53 | 101 | 82 | 0.2% |
| Q3 2020 | 252 | $4.2B | 70,509,004 | 33 | 107 | 82 | 0.0% |
| Q2 2020 | 269 | $3.8B | 67,719,595 | 65 | 114 | 62 | 0.1% |
| Q1 2020 | 223 | $4.4B | 84,828,179 | 54 | 79 | 57 | 0.0% |
| Q4 2019 | 184 | $3.0B | 60,541,933 | 27 | 73 | 48 | 0.3% |
| Q3 2019 | 188 | $2.9B | 63,373,679 | 37 | 77 | 44 | 0.3% |
| Q2 2019 | 182 | $2.4B | 53,536,806 | 42 | 69 | 42 | 0.1% |
| Q1 2019 | 168 | $2.3B | 49,429,571 | 37 | 62 | 52 | 0.2% |
| Q4 2018 | 155 | $1.7B | 46,305,252 | 2 | 2 | 4 | 0.0% |