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HLI Institutional Ownership & 13F Holders | SmartMoneyDB

HLIHOULIHAN LOKEY INC

CL A · CUSIP 441593100

Smart Money Ownership

Of the 15 tracked institutions holding HLI, 8 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +4.2pt. It's a gauge of who owns the name, not just how many.

Capital Research Global Investors

$188.8M

+4.5pt

HLI (HOULIHAN LOKEY INC) Institutional Ownership Summary

Among the 15 tracked institutional investors we monitor, HLI (HOULIHAN LOKEY INC) is held with a combined value of $2.61B across 17,039,431 shares. The largest holder is VANGUARD GROUP INC with a position worth $915.67M (0.01% of their portfolio). Fisher Asset Management, LLC opened a new position in the most recent quarter. 8 funds increased their holdings. 6 funds reduced their position.

Total Institutional Value

$2.61B

Total Shares Held

17,039,431

Institutional Holders

Days to Cover

1.7-2.6%

1.78M shares short · FINRA 2026-07-15

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

CITADEL ADVISORS LLC+628% shares~$60.5M Capital Research Global Investors+37% shares~$50.6M WELLINGTON MANAGEMENT GROUP LLP+6% shares~$11.1M MILLENNIUM MANAGEMENT LLC+40% shares~$6.2M BlackRock, Inc.+1% shares~$6.0M

13F Institutional Holders

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WELLINGTON MANAGEMENT GROUP LLP

0.04% of book+6.0%

$195.53M

Capital Research Global Investors

AQR CAPITAL MANAGEMENT LLC

0.03% of book+5.2%

$57.33M

MILLENNIUM MANAGEMENT LLC

0.01% of book+39.5%

$21.82M

Grantham, Mayo, Van Otterloo & Co. LLC

0.05% of book+37.8%

$19.71M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$915.67M	5,256,736	0.01%	-0.9%
2	BlackRock, Inc.	$758.43M	5,280,800	0.01%	+0.8%
3	STATE STREET CORP	$243.25M	1,693,696	0.01%	-0.6%
4	WELLINGTON MANAGEMENT GROUP LLP	$195.53M	1,361,410	0.04%	+6.0%
5	Capital Research Global Investors	$188.81M	1,314,674	0.03%	+36.6%
6	FMR LLC	$122.94M	856,024	0.01%	-23.9%
7	CITADEL ADVISORS LLC	$70.11M	488,152	0.05%	+627.7%
8	AQR CAPITAL MANAGEMENT LLC	$57.33M	399,342	0.03%	+5.2%
9	MILLENNIUM MANAGEMENT LLC	$21.82M	151,949	0.01%	+39.5%
10	Grantham, Mayo, Van Otterloo & Co. LLC	$19.71M	137,244	0.05%	+37.8%

Congress Trading

3 members · 4 disclosed trades in HLI

Member	Type	Amount	Date
Gilbert Cisneros	Buy	$1,001 - $15,000	Mar 3, 2026
Kelly Louise Morrison	Sell	$1,001 - $15,000	Jun 4, 2025
Josh Gottheimer	Sell	$1,001 - $15,000	Apr 9, 2025
Josh Gottheimer	Sell	$1,001 - $15,000

Frequently Asked Questions

Which institutional investors own the most HLI stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of HLI with a position worth $915.67M, representing 0.01% of their portfolio. In total, 15 institutional investors hold HLI with a combined value of $2.61B.

Are hedge funds buying or selling HLI?

In the most recent quarter, 1 fund opened a new position in HLI. Additionally, 8 increased their holdings and 6 reduced their positions.

What percentage of HLI is owned by institutional investors?

Institutional investors hold $2.61B worth of HLI stock across 15 positions. The largest institutional holder is VANGUARD GROUP INC with $915.67M in holdings.

What is a 13F filing and why does it matter for HLI?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HLI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track HLI institutional moves

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