Security record · archived quarter
HLI
Houlihan Lokey, Inc. · Financial Services · Investment - Banking & Investment Services
129Tracked holders
+2Δ holders
40.17MShares held
$7.00BReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +1.6% ·
share flow -1.6% ·
net new positions +2.3%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | -1 | 46.99K | $5.91M | n/a | −1 |
| 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 | n/a | −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 | n/a |
| Q2 2024 | 10 | n/a | 4.21M | $567.45M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 5.26M | -0.9% | $915.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 5.24M | -4.9% | $912.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×18 |
| 3 | Kayne Anderson Rudnick Investment… | 2.77M | n/a | $483.00M | 1.3% | n/c | 1 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 1.70M | n/a | $296.71M | 0.1% | n/c | 1 | SEC ↗ ×16 |
| 5 | State Street Global Advisors ✦ (passive) | 1.70M | -0.7% | $296.70M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 1.42M | +6.3% | $247.13M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Wellington Management ✦ | 1.28M | -6.5% | $223.63M | 0.0% | ▼ Trim | 7 | SEC ↗ ×7 |
| 8 | Bank Of Montreal /Can/ | 1.20M | n/a | $208.93M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 9 | Fidelity (FMR) ✦ | 1.13M | -21.6% | $196.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 10 | Bamco Inc /Ny/ | 1.12M | n/a | $195.78M | 0.5% | n/c | 1 | SEC ↗ |
| 11 | Capital Research Global Investors | 962.26K | n/a | $167.62M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 953.84K | n/a | $166.15M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | Raymond James Financial Inc | 796.36K | n/a | $139.78M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Invesco Ltd. | 760.96K | n/a | $132.55M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 15 | Sei Investments Co | 688.91K | n/a | $120.00M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 16 | Norges Bank ✦ (passive) | 662.94K | New | $115.48M | 0.0% | New | 1 | SEC ↗ |
| 17 | Neuberger Berman Group LLC | 628.78K | n/a | $109.53M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Jennison Associates Llc | 587.77K | n/a | $102.38M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 19 | Clearbridge Investments, LLC | 568.88K | n/a | $99.09M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 550.31K | -1.6% | $95.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 21 | Goldman Sachs Group ✦ | 544.86K | +20.4% | $94.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 22 | Dimensional Fund Advisors Lp | 535.34K | n/a | $93.25M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 23 | Northern Trust Corp | 509.67K | n/a | $88.78M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 24 | Bank of New York Mellon Corp | 424.25K | n/a | $73.90M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 25 | Charles Schwab Investment… | 422.34K | n/a | $73.57M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | First Trust Advisors Lp | 408.04K | n/a | $71.08M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 393.90K | n/a | $68.61M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 28 | Nomura Asset Management… | 386.91K | n/a | $67.40M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 379.48K | +62.1% | $66.10M | 0.0% | ▲ Add | 7 | SEC ↗ ×7 |
| 30 | Alliancebernstein L.P. | 352.14K | n/a | $61.34M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 343.41K | n/a | $59.82M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Capital International Investors | 313.23K | n/a | $54.56M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Franklin Resources Inc | 239.67K | n/a | $41.75M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 34 | UBS Group AG | 237.23K | n/a | $41.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Caisse De Depot Et Placement Du… | 234.05K | n/a | $40.77M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 222.86K | n/a | $38.82M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 201.86K | n/a | $35.16M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 38 | Qube Research & Technologies Ltd | 174.02K | n/a | $30.31M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Janus Henderson Group Plc | 162.17K | n/a | $28.25M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | T. Rowe Price ✦ | 160.82K | -51.2% | $28.02M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 41 | JPMorgan Chase ✦ | 158.53K | -54.6% | $27.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 42 | Rhumbline Advisers | 157.34K | n/a | $27.41M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 153.66K | n/a | $26.77M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 44 | D. E. Shaw & Co. ✦ | 148.24K | +4691.2% | $25.82M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 45 | Brown Advisory Inc | 140.94K | n/a | $24.55M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 46 | Tudor Investment Corp Et Al | 126.98K | n/a | $22.12M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Barclays Plc | 122.90K | n/a | $21.41M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | Nuveen, LLC | 118.82K | n/a | $20.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Principal Financial Group Inc | 117.10K | n/a | $20.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | LPL Financial LLC | 115.45K | n/a | $20.11M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Point72 Asset Management ✦ | 115.24K | New | $20.07M | 0.0% | New | 1 | SEC ↗ |
| 52 | Millennium Management ✦ | 108.93K | +16.5% | $18.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Swiss National Bank | 107.24K | n/a | $18.68M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | California Public Employees… | 103.94K | n/a | $18.11M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Grantham, Mayo, Van Otterloo & Co.… | 99.58K | n/a | $17.35M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | New York State Common Retirement… | 95.22K | n/a | $16.59M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Citigroup Inc | 88.08K | n/a | $15.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 58 | Legal & General Group Plc | 86.21K | n/a | $15.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | BNP Paribas Asset Management… | 78.84K | n/a | $13.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Russell Investments Group, Ltd. | 74.63K | n/a | $13.00M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 61 | Stifel Financial Corp | 73.03K | n/a | $12.72M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 62 | Citadel Advisors ✦ | 67.08K | -7.2% | $11.69M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 63 | Jane Street Group, Llc | 57.52K | n/a | $10.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Nordea Investment Management Ab | 53.13K | n/a | $9.28M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 65 | Hsbc Holdings Plc | 51.35K | n/a | $8.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 66 | California State Teachers… | 51.38K | n/a | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Boston Partners | 43.93K | n/a | $7.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 68 | Man Group plc | 41.31K | n/a | $7.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | Manufacturers Life Insurance… | 39.07K | n/a | $6.81M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Prudential Financial Inc | 36.69K | n/a | $6.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 71 | Deutsche Bank Ag\ | 36.03K | n/a | $6.28M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 72 | Osaic Holdings, Inc. | 33.03K | n/a | $5.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 73 | Wealth Enhancement Advisory… | 28.88K | n/a | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Cetera Investment Advisers | 28.73K | n/a | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Tidal Investments LLC | 26.95K | n/a | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Amundi | 26.84K | n/a | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Baird Financial Group, Inc. | 25.11K | n/a | $4.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | Victory Capital Management Inc | 24.97K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Corient Private Wealth LP | 24.85K | n/a | $4.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 80 | Creative Planning | 24.15K | n/a | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | American Century Companies Inc | 21.32K | n/a | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mml Investors Services, Llc | 20.60K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Ensign Peak Advisors, Inc | 20.14K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Us Bancorp \De\ | 19.97K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 85 | Daiwa Securities Group Inc. | 19.51K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Cerity Partners LLC | 18.90K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 87 | State Board Of Administration Of… | 18.83K | n/a | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Zurcher Kantonalbank (Zurich… | 18.66K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Quantinno Capital Management LP | 17.59K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 16.67K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 91 | Fifth Third Bancorp | 16.07K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Canada Pension Plan Investment Board | 14.70K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bnp Paribas Financial Markets | 14.01K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Mariner, LLC | 13.95K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank Julius Baer & Co. Ltd, Zurich | 12.94K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Susquehanna International Group, Llp | 12.22K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Universal- Beteiligungs- und… | 11.49K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Rockefeller Capital Management L.P. | 10.66K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 99 | State Of Wisconsin Investment Board | 10.43K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Cwm, Llc | 10.27K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $115.48M | 0.0% |
| Point72 Asset Management | $20.07M | 0.0% |
Exited
| Two Sigma Investments | $1.12M | 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: Q4 2025 ·
Methodology ·
Get this via the API