HOULIHAN LOKEY INC (HLI): Ownership & Insider Activity
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
25
13F filers
Aggregate Value
$738.8M
Across holders
Last Price
$128.95
2026-08-24
Sector
Financials
GICS
Quarterly fund activity19 increased6 reduced4 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 1.23M | $164.7M | 22.3% | 0.0% | Added | +$162.7M | Q2 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 705K | $94.6M | 12.8% | 0.1% | Added | +$60.4M | Q2 2026 |
| Clearbridge Investments, LLC CIK 0001348883 | Hedge Fund | 635K | $85.2M | 11.5% | 0.1% | Added | +$1.4M | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 486K | $65.2M | 8.8% | 0.0% | Added | $-255.7M | Q2 2026 |
| MILLENNIUM MANAGEMENT LLC CIK 0001273087 | Hedge Fund | 376K | $50.4M | 6.8% | 0.0% | Added | +$30.0M | Q2 2026 |
| SHAW D E & CO INC CIK 0001009207 | Hedge Fund | 291K | $39.0M | 5.3% | 0.0% | Added | +$20.4M | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 264K | $35.4M | 4.8% | 0.0% | Added | +$4.2M | Q2 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 | Hedge Fund | 260K | $34.9M | 4.7% | 0.1% | Added | +$25.0M | Q2 2026 |
| ARIEL INVESTMENTS, LLC CIK 0000936753 | Institutional Manager | 245K | $32.8M | 4.4% | 0.3% | Added | — | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 214K | $28.8M | 3.9% | 0.6% | Reduced | +$8.1M | Q2 2026 |
Added
Hedge Fund
$164.7M· 22.3% of total· 0.0% port· 1.23M sh· +$162.7M QoQ· Q2 2026
Added
Hedge Fund
$94.6M· 12.8% of total· 0.1% port· 705K sh· +$60.4M QoQ· Q2 2026
Added
Hedge Fund
$85.2M· 11.5% of total· 0.1% port· 635K sh· +$1.4M QoQ· Q2 2026
Added
Hedge Fund
$65.2M· 8.8% of total· 0.0% port· 486K sh· $-255.7M QoQ· Q2 2026
Added
Hedge Fund
$50.4M· 6.8% of total· 0.0% port· 376K sh· +$30.0M QoQ· Q2 2026
Added
Hedge Fund
$39.0M· 5.3% of total· 0.0% port· 291K sh· +$20.4M QoQ· Q2 2026
Added
Hedge Fund
$35.4M· 4.8% of total· 0.0% port· 264K sh· +$4.2M QoQ· Q2 2026
Added
Hedge Fund
$34.9M· 4.7% of total· 0.1% port· 260K sh· +$25.0M QoQ· Q2 2026
Added
Institutional Manager
$32.8M· 4.4% of total· 0.3% port· 245K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$28.8M· 3.9% of total· 0.6% port· 214K sh· +$8.1M QoQ· Q2 2026
Added
Institutional Manager
$22.8M· 3.1% of total· 0.1% port· 170K sh· +$4.4M QoQ· Q2 2026
Added
Hedge Fund
$16.8M· 2.3% of total· 0.1% port· 125K sh· +$16.4M QoQ· Q2 2026
Reduced
Hedge Fund
$11.5M· 1.6% of total· 0.0% port· 85K sh· $-2.8M QoQ· Q2 2026
Added
Hedge Fund
$10.8M· 1.5% of total· 0.1% port· 81K sh· — QoQ· Q2 2026
Added
Hedge Fund
$10.5M· 1.4% of total· 0.0% port· 79K sh· +$8.2M QoQ· Q2 2026
Added
Hedge Fund
$10.2M· 1.4% of total· 0.0% port· 76K sh· — QoQ· Q2 2026
Added
Hedge Fund
$8.2M· 1.1% of total· 0.0% port· 61K sh· +$2.8M QoQ· Q2 2026
Added
Hedge Fund
$5.3M· 0.7% of total· 0.0% port· 39K sh· +$4.5M QoQ· Q2 2026
Added
Hedge Fund
$4.0M· 0.5% of total· 0.0% port· 19K sh· +$1.3M QoQ· Q3 2025
Added
Hedge Fund
$3.2M· 0.4% of total· 0.0% port· 24K sh· +$673K QoQ· Q2 2026
Reduced
Hedge Fund
$2.1M· 0.3% of total· 0.0% port· 16K sh· $-609K QoQ· Q2 2026
Reduced
Hedge Fund
$1.0M· 0.1% of total· 0.0% port· 8K sh· $-4.2M QoQ· Q2 2026
Reduced
Institutional Manager
$985K· 0.1% of total· 0.0% port· 7K sh· $-49K QoQ· Q2 2026
Added
Hedge Fund
$455K· 0.1% of total· 0.0% port· 3K sh· — QoQ· Q2 2026
Reduced
Institutional Manager
$12K· 0.0% of total· 0.0% port· 90 sh· $-1.3M QoQ· Q2 2026
1–10 of 25
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