HOULIHAN LOKEY INC (HLI): Institutional Ownership
Hedge funds and institutional managers reporting a position in HLI · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
20
13F filers
Aggregate Value
$239.1M
Across holders
Last Price
$138.55
2026-06-26
Sector
Financials
GICS
Holder activity7 new8 added5 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 481K | $69.1M | 28.9% | 0.0% | Added | +$66.7M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 255K | $36.6M | 15.3% | 0.0% | Added | +$11.7M | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 233K | $33.4M | 14.0% | 0.1% | Added | +$15.2M | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 146K | $21.0M | 8.8% | 0.4% | Reduced | $-8.1M | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 | Institutional Manager | 137K | $19.7M | 8.2% | 0.1% | Added | +$5.4M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 116K | $16.7M | 7.0% | 0.0% | New | — | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 106K | $15.3M | 6.4% | 0.0% | New | — | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 83K | $11.9M | 5.0% | 0.1% | Added | +$4.1M | Q1 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 41K | $5.8M | 2.4% | 0.0% | Added | +$1.8M | Q1 2026 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 21K | $3.0M | 1.2% | 0.0% | Added | +$2.4M | Q1 2026 |
| Man Group plc CIK 0001637460 | Hedge Fund | 19K | $2.7M | 1.1% | 0.0% | Reduced | $-2.8M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 7K | $1.2M | 0.5% | 0.0% | Reduced | $-27.1M | Q4 2025 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 8K | $1.1M | 0.5% | 0.0% | New | — | Q1 2026 |
| CAXTON ASSOCIATES LLP CIK 0002051323 | Hedge Fund | 3K | $498K | 0.2% | 0.0% | New | — | Q4 2025 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 3K | $400K | 0.2% | 0.0% | Reduced | $-16.1M | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 3K | $373K | 0.2% | 0.0% | New | — | Q1 2026 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 1K | $241K | 0.1% | 0.0% | New | — | Q3 2025 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 253 | $44K | 0.0% | 0.0% | New | — | Q4 2025 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 258 | $37K | 0.0% | 0.0% | Added | +$35K | Q1 2026 |
| First Eagle Investment Management, LLC CIK 0001325447 | Institutional Manager | 23 | $3K | 0.0% | 0.0% | Reduced | $-643K | Q1 2026 |
Added
Hedge Fund
$69.1M· 28.9% of total· 0.0% port· 481K sh· +$66.7M QoQ· Q1 2026
Added
Hedge Fund
$36.6M· 15.3% of total· 0.0% port· 255K sh· +$11.7M QoQ· Q1 2026
Added
Hedge Fund
$33.4M· 14.0% of total· 0.1% port· 233K sh· +$15.2M QoQ· Q1 2026
Reduced
Hedge Fund
$21.0M· 8.8% of total· 0.4% port· 146K sh· $-8.1M QoQ· Q1 2026
Added
Institutional Manager
$19.7M· 8.2% of total· 0.1% port· 137K sh· +$5.4M QoQ· Q1 2026
New
Hedge Fund
$16.7M· 7.0% of total· 0.0% port· 116K sh· — QoQ· Q1 2026
New
Hedge Fund
$15.3M· 6.4% of total· 0.0% port· 106K sh· — QoQ· Q1 2026
Added
Hedge Fund
$11.9M· 5.0% of total· 0.1% port· 83K sh· +$4.1M QoQ· Q1 2026
Added
Hedge Fund
$5.8M· 2.4% of total· 0.0% port· 41K sh· +$1.8M QoQ· Q1 2026
Added
Hedge Fund
$3.0M· 1.2% of total· 0.0% port· 21K sh· +$2.4M QoQ· Q1 2026
Reduced
Hedge Fund
$2.7M· 1.1% of total· 0.0% port· 19K sh· $-2.8M QoQ· Q1 2026
Reduced
Hedge Fund
$1.2M· 0.5% of total· 0.0% port· 7K sh· $-27.1M QoQ· Q4 2025
New
Institutional Manager
$1.1M· 0.5% of total· 0.0% port· 8K sh· — QoQ· Q1 2026
New
Hedge Fund
$498K· 0.2% of total· 0.0% port· 3K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$400K· 0.2% of total· 0.0% port· 3K sh· $-16.1M QoQ· Q1 2026
New
Hedge Fund
$373K· 0.2% of total· 0.0% port· 3K sh· — QoQ· Q1 2026
New
Hedge Fund
$241K· 0.1% of total· 0.0% port· 1K sh· — QoQ· Q3 2025
New
Hedge Fund
$44K· 0.0% of total· 0.0% port· 253 sh· — QoQ· Q4 2025
Added
Hedge Fund
$37K· 0.0% of total· 0.0% port· 258 sh· +$35K QoQ· Q1 2026
Reduced
Institutional Manager
$3K· 0.0% of total· 0.0% port· 23 sh· $-643K QoQ· Q1 2026