Security record
HLI
Houlihan Lokey, Inc. · Financial Services · Investment - Banking & Investment Services
121Tracked holders
-6Δ holders
40.18MShares held
$5.39BReported value
+3New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -4.7% ·
share flow +4.5% ·
net new positions -5.0%
— 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 | 121 | -6 | 40.18M | $5.39B | +3 | −9 |
| 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 ↗ |
| 2 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 5.24M | -0.8% | $702.90M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Vanguard Capital Management Llc | 2.44M | +0.8% | $327.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Kayne Anderson Rudnick Investment… | 2.43M | -8.2% | $325.48M | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Kayne Anderson Rudnick Investment… | 2.43M | -8.2% | $325.48M | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Kayne Anderson Rudnick Investment… | 2.43M | -8.2% | $325.48M | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 1.99M | +13.7% | $267.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | State Street Global Advisors ✦ (passive) | 1.75M | +3.3% | $234.65M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 1.69M | +6.2% | $226.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Geode Capital Management ✦ (passive) | 1.38M | +2.4% | $185.66M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 51 | Geode Capital Management ✦ (passive) | 1.38M | +2.4% | $185.66M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 1.30M | +13.1% | $174.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 1.30M | +13.1% | $174.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 1.30M | +13.1% | $174.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 1.30M | +13.1% | $174.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 1.30M | +13.1% | $174.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 1.30M | +13.1% | $174.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 1.30M | +13.1% | $174.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 59 | Citadel Advisors ✦ | 1.23M | +151.5% | $164.65M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 60 | Citadel Advisors ✦ | 1.23M | +151.5% | $164.65M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 61 | Neuberger Berman Group LLC | 992.79K | +62.5% | $133.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 62 | Neuberger Berman Group LLC | 992.79K | +62.5% | $133.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 63 | Wellington Management ✦ | 929.76K | -31.7% | $124.71M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 64 | Wellington Management ✦ | 929.76K | -31.7% | $124.71M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 65 | Wellington Management ✦ | 929.76K | -31.7% | $124.71M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 66 | Wellington Management ✦ | 929.76K | -31.7% | $124.71M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 67 | Wellington Management ✦ | 929.76K | -31.7% | $124.71M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 68 | Bank Of America Corp /De/ | 890.62K | -6.3% | $119.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Bank Of America Corp /De/ | 890.62K | -6.3% | $119.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 890.62K | -6.3% | $119.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Bank Of America Corp /De/ | 890.62K | -6.3% | $119.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Bank Of America Corp /De/ | 890.62K | -6.3% | $119.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Bamco Inc /Ny/ | 869.54K | -18.1% | $116.63M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 825.41K | +32.3% | $110.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 825.41K | +32.3% | $110.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 76 | Goldman Sachs Group ✦ | 825.41K | +32.3% | $110.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 77 | Qube Research & Technologies Ltd | 705.49K | +176.5% | $94.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 78 | Dimensional Fund Advisors Lp | 692.90K | +12.4% | $92.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Dimensional Fund Advisors Lp | 692.90K | +12.4% | $92.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Dimensional Fund Advisors Lp | 692.90K | +12.4% | $92.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Dimensional Fund Advisors Lp | 692.90K | +12.4% | $92.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Dimensional Fund Advisors Lp | 692.90K | +12.4% | $92.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Fidelity (FMR) ✦ | 690.81K | -19.3% | $92.66M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 84 | Fidelity (FMR) ✦ | 690.81K | -19.3% | $92.66M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 85 | Fidelity (FMR) ✦ | 690.81K | -19.3% | $92.66M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 690.81K | -19.3% | $92.66M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 87 | Fidelity (FMR) ✦ | 690.81K | -19.3% | $92.66M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 88 | Fidelity (FMR) ✦ | 690.81K | -19.3% | $92.66M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 89 | Norges Bank ✦ (passive) | 656.49K | New | $88.05M | 0.0% | New | 1 | SEC ↗ |
| 90 | Sei Investments Co | 654.09K | -5.1% | $87.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 91 | Sei Investments Co | 654.09K | -5.1% | $87.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 92 | Clearbridge Investments, LLC | 635.29K | +1.6% | $85.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 93 | LPL Financial LLC | 620.28K | +665.5% | $83.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Invesco Ltd. | 561.27K | +18.2% | $75.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Invesco Ltd. | 561.27K | +18.2% | $75.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Invesco Ltd. | 561.27K | +18.2% | $75.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Invesco Ltd. | 561.27K | +18.2% | $75.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Invesco Ltd. | 561.27K | +18.2% | $75.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Invesco Ltd. | 561.27K | +18.2% | $75.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Capital Research Global Investors | 526.87K | -59.9% | $70.67M | 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% |
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% |
| First Eagle Investment… | $700,147 | 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.
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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