HLI
Houlihan Lokey, Inc. · Financial Services · Investment - Banking & Investment Services
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 39.13K | $4.91M | n/a | −1 |
| Q2 2026 | 119 | -6 | 39.95M | $5.36B | +3 | −11 |
| 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 |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 37.26K | +20.3% | $4.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Assenagon Asset Management S.A. | 1.86K | -99.3% | $235,498 | 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
| No new tracked buyers this quarter. |
Exited
| TD Waterhouse Canada Inc. | $2,762 | 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.
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)
Officer · 1.00K sh · $140,150
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology