HOULIHAN LOKEY INC (HLI) is held by 223 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling HLI?

In Q1 2026, 113 institutions opened or increased positions in HOULIHAN LOKEY INC while 123 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on HLI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for HOULIHAN LOKEY INC.

How many hedge funds hold HLI?

223 institutional investors report holding HOULIHAN LOKEY INC (HLI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HLI?

As of Q1 2026, tracked institutions in HOULIHAN LOKEY INC show 113 buyers versus 123 sellers — net outflows.

Are Congress members and hedge funds both buying HLI?

Yes — in the latest quarter, 3 members of Congress and 113 institutional investors bought HOULIHAN LOKEY INC. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

HOULIHAN LOKEY INC

HLI·441593100·US·Common Stock·Financial Services - Capital Markets-Activist

223

Holders

(21 Elite)

$6.9B

Total Value

48% (236)

Consensus

113 buying - 123 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 223 funds

21 elite

Who's Trading

ActivistKAKayne Anderson Rudnick Investment Management, LLC4.9%May 14, 2026

ActivistVAVanguard Capital Management5.2%Apr 30, 2026

InsiderCMCRAIN CHRISTOPHER MSell $72KApr 1, 2026

Congress

Gilbert CisnerosBuy $1,001 - $15,000Mar 3, 2026

Congress

Michael T. McCaulBuy $15,001 - $50,000Feb 12, 2026

InsiderGIGOLD IRWINSell $1.4MSep 16, 2025

InsiderCMCRAIN CHRISTOPHER MSell $98KSep 2, 2025

InsiderSESIEGERT PAUL ERICSell $8.0MAug 27, 2025

Congress

Michael T. McCaulBuy $1,000,001 - $5,000,000Aug 21, 2025

Congress

Kelly Louise MorrisonSale $1,001 - $15,000Jun 4, 2025

View all insider trades View all activist filings View all congressional trades

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	5.3M(+0.8%)	$758.4M	0.0%	-20.78%	32
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	2.8M	$399M	0.0%	-16.51%	43
KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	2.6M(-4.7%)	$379.5M	1.1%	+110.75%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	New	2.4M	$347.5M	0.0%	-16.51%	43
EARNEST PARTNERS LLC	Decreased	2.2M(-2.7%)	$320.1M	1.3%	+149.61%	0
ROYAL BANK OF CANADA	Increased	1.8M(+2.8%)	$251.6M	0.0%	-24.38%	32
STATE STREET CORP	Decreased	1.7M(-0.6%)	$243.2M	0.0%	+11.91%	0
MORGAN STANLEY	Increased	1.6M(+189.3%)	$228.6M	0.0%	-12.48%	49
WELLINGTON MANAGEMENT GROUP LLP	Increased	1.4M(+6.0%)	$195.5M	0.0%	+30.74%	32
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1.4M(-4.8%)	$194.1M	0.0%	+26.02%	0
Capital Research Global Investors	Increased	1.3M(+36.6%)	$188.8M	0.0%	-20.19%	40
BANK OF MONTREAL /CAN/	Decreased	1.1M(-4.2%)	$165.1M	0.1%	-23.24%	0
BAMCO INC /NY/	Decreased	1.1M(-5.6%)	$152.4M	0.5%	+303.36%	0
BANK OF AMERICA CORP /DE/	Decreased	950,872(-0.3%)	$136.6M	0.0%	-21.24%	0
FMR LLC	Decreased	856,024(-23.9%)	$122.9M	0.0%	-21.06%	0
FIDUCIARY MANAGEMENT INC /WI/	Increased	803,572(+15.2%)	$115.4M	1.4%	+81.28%	54
CIChamplain Investment Partners, LLC	Increased	717,724(+56.3%)	$103.1M	1.3%	-19.95%	67
RAYMOND JAMES FINANCIAL INC	Decreased	701,587(-11.9%)	$99.3M	0.0%	-21.49%	0
SEI INVESTMENTS CO	Increased	689,532(+0.1%)	$99M	0.1%	+20.59%	30
Clearbridge Investments, LLC	Increased	625,228(+9.9%)	$89.8M	0.1%	+61.40%	33