HOULIHAN LOKEY INC (HLI) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling HLI?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for HOULIHAN LOKEY INC, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on HLI?

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

Is institutional money flowing into HLI?

216 institutional investors hold HOULIHAN LOKEY INC (HLI). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about HLI?

Track institutional sentiment and conviction scores for HOULIHAN LOKEY INC (HLI) including Smart Money Verdict and position changes on HoldingsIntel.

HOULIHAN LOKEY INC

HLI·441593100·US·equity·Financial Services - Capital Markets-Activist

CL A

216

Holders

Avg rating(21 Elite)

$6B

Total Value

46% (243)

Fund Consensus

107 buying - 125 selling

Smart Money Verdict

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40Weak MomentumSplit Signals

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See how HLI's score breaks down across 4 SEC sources

Held by 216 funds

21 elite

Who's Trading

ActivistVAVanguard Capital Management5.2%Apr 30, 2026

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

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	5.3M(+0.8%)	$758.4M	0.0%	-11.98%	32
KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	2.6M(-4.7%)	$379.5M	1.1%	+134.14%	0
EARNEST PARTNERS LLC	Decreased	2.2M(-2.7%)	$320.1M	1.3%	+177.31%	0
ROYAL BANK OF CANADA	Increased	1.8M(+2.8%)	$251.6M	0.0%	-15.99%	32
STATE STREET CORP	Decreased	1.7M(-0.6%)	$243.2M	0.0%	+24.33%	0
MORGAN STANLEY	Increased	1.6M(+189.3%)	$228.6M	0.0%	-2.77%	49
WELLINGTON MANAGEMENT GROUP LLP	Increased	1.4M(+6.0%)	$195.5M	0.0%	+45.25%	32
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1.4M(-4.8%)	$194.1M	0.0%	+40.01%	0
Capital Research Global Investors	Increased	1.3M(+36.6%)	$188.8M	0.0%	-11.33%	40
BANK OF MONTREAL /CAN/	Decreased	1.1M(-4.2%)	$165.1M	0.1%	-14.72%	0
BAMCO INC /NY/	Decreased	1.1M(-5.6%)	$152.4M	0.5%	+348.13%	0
BANK OF AMERICA CORP /DE/	Decreased	950,872(-0.3%)	$136.6M	0.0%	-12.50%	0
FMR LLC	Decreased	856,024(-23.9%)	$122.9M	0.0%	-12.30%	0
FIDUCIARY MANAGEMENT INC /WI/	Increased	803,572(+15.2%)	$115.4M	1.4%	+101.40%	54
CIChamplain Investment Partners, LLC	Increased	717,724(+56.3%)	$103.1M	1.3%	-11.06%	67
RAYMOND JAMES FINANCIAL INC	Decreased	701,587(-11.9%)	$99.3M	0.0%	-12.77%	0
SEI INVESTMENTS CO	Increased	689,532(+0.1%)	$99M	0.1%	+33.98%	30
Clearbridge Investments, LLC	Increased	625,228(+9.9%)	$89.8M	0.1%	+79.31%	33
GOLDMAN SACHS GROUP INC	Increased	623,716(+14.5%)	$89.6M	0.0%	-12.28%	34
DIMENSIONAL FUND ADVISORS LP	Increased	616,519(+15.2%)	$88.5M	0.0%	+56.52%	34

HOULIHAN LOKEY INC

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