Security record
HLI
Houlihan Lokey, Inc. · Financial Services · Investment - Banking & Investment Services
122Tracked holders
-6Δ holders
40.18MShares held
$5.39BReported value
+3New positions
−8Exits
Momentum inputs (comparable managers):
holder breadth -4.7% ·
share flow +4.5% ·
net new positions -4.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 122 | -6 | 40.18M | $5.39B | +3 | −8 |
| Q1 2026 | 130 | +1 | 37.89M | $5.44B | +9 | −9 |
| Q4 2025 | 129 | +2 | 40.17M | $7.00B | +4 | −1 |
| Q3 2025 | 16 | -2 | 18.93M | $3.89B | — | −3 |
| Q2 2025 | 16 | +1 | 18.23M | $3.28B | +2 | −1 |
| Q1 2025 | 12 | 0 | 5.39M | $870.85M | +1 | −1 |
| Q4 2024 | 12 | -1 | 5.30M | $920.77M | +1 | −2 |
| Q3 2024 | 12 | +2 | 4.02M | $635.52M | +2 | — |
| Q2 2024 | 10 | — | 4.21M | $567.45M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ ×17 |
| 2 | Vanguard Capital Management Llc | 2.44M | +0.8% | $327.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Kayne Anderson Rudnick Investment… | 2.43M | -8.2% | $325.48M | 1.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 5 | State Street Global Advisors ✦ (passive) | 1.75M | +3.3% | $234.65M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 7 | Geode Capital Management ✦ (passive) | 1.38M | +2.4% | $185.66M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Bank Of Montreal /Can/ | 1.30M | +13.1% | $174.46M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 9 | Citadel Advisors ✦ | 1.23M | +151.5% | $164.65M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 10 | Neuberger Berman Group LLC | 992.79K | +62.5% | $133.16M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Wellington Management ✦ | 929.76K | -31.7% | $124.71M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 12 | Bank Of America Corp /De/ | 890.62K | -6.3% | $119.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 13 | Bamco Inc /Ny/ | 869.54K | -18.1% | $116.63M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 825.41K | +32.3% | $110.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 15 | Qube Research & Technologies Ltd | 705.49K | +176.5% | $94.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 692.90K | +12.4% | $92.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 17 | Fidelity (FMR) ✦ | 690.81K | -19.3% | $92.66M | 0.0% | ▼ Trim | 5 | SEC ↗ ×6 |
| 18 | Norges Bank ✦ (passive) | 656.49K | New | $88.05M | 0.0% | New | 1 | SEC ↗ |
| 19 | Sei Investments Co | 654.09K | -5.1% | $87.73M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Clearbridge Investments, LLC | 635.29K | +1.6% | $85.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | LPL Financial LLC | 620.28K | +665.5% | $83.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Invesco Ltd. | 561.27K | +18.2% | $75.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 23 | Capital Research Global Investors | 526.87K | -59.9% | $70.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Northern Trust Corp | 521.88K | -0.9% | $70.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 25 | AQR Capital Management ✦ | 486.24K | +21.8% | $65.22M | 0.0% | ▲ Add | 9 | SEC ↗ ×6 |
| 26 | Charles Schwab Investment… | 458.94K | +1.4% | $61.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Nordea Investment Management Ab | 430.60K | +744.0% | $57.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Raymond James Financial Inc | 417.51K | -40.5% | $56.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 29 | Bank of New York Mellon Corp | 406.98K | -3.2% | $54.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 30 | Capital International Investors | 406.53K | +259.9% | $54.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Jennison Associates Llc | 382.19K | -18.4% | $51.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Millennium Management ✦ | 375.87K | +147.4% | $50.42M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 33 | UBS Group AG | 321.44K | -10.5% | $43.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Wells Fargo & Company/Mn | 314.57K | -9.2% | $42.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 35 | Jones Financial Companies Lllp | 290.74K | -2.3% | $40.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | D. E. Shaw & Co. ✦ | 290.76K | +109.9% | $39.00M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 288.79K | -12.3% | $38.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Tudor Investment Corp Et Al | 263.80K | +13.4% | $35.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Schroder Investment Management Group | 263.46K | +2.0% | $35.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Assenagon Asset Management S.A. | 252.95K | +115.1% | $33.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Franklin Resources Inc | 206.49K | +5.9% | $27.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 42 | Barclays Plc | 200.53K | +100.7% | $26.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 43 | HighTower Advisors, LLC | 189.03K | -2.1% | $25.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 187.56K | +7.3% | $25.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 45 | Bnp Paribas Financial Markets | 186.63K | +18.9% | $25.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Alyeska Investment Group, L.P. | 171.14K | +1483.7% | $22.95M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Grantham, Mayo, Van Otterloo & Co.… | 169.93K | +23.8% | $22.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 48 | Hrt Financial Lp | 166.50K | +1119.3% | $22.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Nuveen, LLC | 163.94K | +39.9% | $21.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 50 | Rhumbline Advisers | 152.43K | -2.8% | $20.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 148.13K | -6.5% | $20.02M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 52 | Caisse De Depot Et Placement Du… | 132.29K | -51.4% | $17.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Principal Financial Group Inc | 123.13K | +1.1% | $16.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Brown Advisory Inc | 118.78K | -2.8% | $15.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 55 | Swiss National Bank | 109.34K | +1.4% | $14.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | BNP Paribas Asset Management… | 96.88K | +8.7% | $12.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 57 | Ameriprise Financial Inc | 94.65K | -10.0% | $12.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 58 | New York State Common Retirement… | 92.12K | +1.7% | $12.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | California Public Employees… | 87.41K | -18.6% | $11.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Two Sigma Investments ✦ | 85.38K | -19.7% | $11.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Squarepoint Ops LLC | 78.51K | +356.7% | $10.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Renaissance Technologies ✦ | 76.00K | New | $10.19M | 0.0% | New | 1 | SEC ↗ |
| 63 | Alliancebernstein L.P. | 69.90K | +0.1% | $10.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Legal & General Group Plc | 73.67K | -3.3% | $9.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 65 | Russell Investments Group, Ltd. | 69.16K | +10.1% | $9.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 66 | Boston Partners | 64.92K | +30.7% | $8.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 67 | Citigroup Inc | 54.06K | -35.9% | $7.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 68 | T. Rowe Price ✦ | 51.97K | +7.4% | $6.97M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 69 | Stifel Financial Corp | 49.45K | +5.2% | $6.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | Hsbc Holdings Plc | 48.16K | +163.2% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Creative Planning | 47.64K | +13.4% | $6.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 72 | Quantinno Capital Management LP | 45.51K | +0.6% | $6.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Prudential Financial Inc | 39.15K | -43.1% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | Manufacturers Life Insurance… | 38.58K | +1.2% | $5.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Amundi | 37.12K | -67.3% | $4.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Fifth Third Bancorp | 34.20K | -6.1% | $4.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | First Trust Advisors Lp | 32.08K | -1.6% | $4.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Corient Private Wealth LP | 31.87K | -5.2% | $4.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Wealth Enhancement Advisory… | 30.97K | +17.6% | $4.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Deutsche Bank Ag\ | 26.07K | -23.4% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 81 | Tidal Investments LLC | 25.11K | -15.8% | $3.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Man Group plc | 23.91K | +26.5% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | American Century Companies Inc | 23.38K | +0.8% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | State Of Wisconsin Investment Board | 22.73K | +42.7% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Zurcher Kantonalbank (Zurich… | 22.28K | 0.0% | $2.99M | 0.0% | Held | 3 | SEC ↗ |
| 86 | Cetera Investment Advisers | 22.07K | -8.4% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Cerity Partners LLC | 22.04K | +21.0% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 88 | Victory Capital Management Inc | 21.97K | +39.5% | $2.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Baird Financial Group, Inc. | 20.33K | +2.7% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 90 | State Board Of Administration Of… | 17.93K | -4.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Us Bancorp \De\ | 17.43K | -8.7% | $2.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 92 | Bridgewater Associates ✦ | 16.01K | -22.1% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 15.29K | -7.8% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 94 | Canada Pension Plan Investment Board | 14.70K | 0.0% | $1.97M | 0.0% | Held | 3 | SEC ↗ |
| 95 | Mml Investors Services, Llc | 14.63K | +3.5% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Ensign Peak Advisors, Inc | 11.66K | -55.0% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Bank Julius Baer & Co. Ltd, Zurich | 8.80K | -21.6% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Pictet Asset Management Holding SA | 8.61K | 0.0% | $1.15M | 0.0% | Held | 3 | SEC ↗ |
| 99 | Universal- Beteiligungs- und… | 8.49K | -31.6% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Assetmark, Inc | 8.24K | -5.5% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $88.05M | 0.0% |
| Renaissance Technologies | $10.19M | 0.0% |
Exited
| Nomura Asset Management… | $54.46M | was 0.1% |
| Balyasny Asset Management L.P. | $16.71M | was 0.0% |
| Jane Street Group, Llc | $5.10M | was 0.0% |
| Healthcare Of Ontario Pension… | $3.02M | was 0.0% |
| Point72 Asset Management | $2.65M | was 0.0% |
| Td Asset Management Inc | $847,358 | was 0.0% |
| Mariner, LLC | $548,662 | was 0.0% |
| Mitsubishi UFJ Trust &… | $514,590 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 538 holders, 54.50M shares, $7.34B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 10
CRAIN CHRISTOPHER M
Officer · 1.00K sh · $140,150
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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