13FBOX
HOULIHAN LOKEY INC · 13F Institutional Holdings
Options Calculator Rankings

HOULIHAN LOKEY INC

HLI
Institutions
520
Combined AUM (Q2 2026)
$7.59B
Combined Shares (Q2 2026)
56.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+8.2M
230 · 58 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6.1M
281 · 80 Exit · ≈
⚖️ Net
+2.1M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$7.59B
Institutions
520
New Buys
58
Adds
172
Reduces
201
Exits
80
Unchanged
89
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#210$702.9M5.2M$758.4M5.3M-40,394-0.76%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
0.02%0.02%#173$372.1M2.8M$399.0M2.8M-4,295-0.15%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#258$327.2M2.4M$347.5M2.4M+20,392+0.84%Add
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
1.01%1.11%#11$325.5M2.4M$379.5M2.6M-215,527-8.16%Reduce
EARNEST PARTNERS LLC
1.05%1.32%#10$291.4M2.2M$320.1M2.2M-56,264-2.52%Reduce
ROYAL BANK OF CANADA
0.04%0.04%#118$267.2M2.0M$251.6M1.8M+240,601+13.74%Add
STATE STREET CORP
0.01%0.01%#259$234.7M1.7M$243.2M1.7M+55,776+3.29%Add
MORGAN STANLEY
0.01%0.01%#197$226.7M1.7M$114.8M559,284+1.1M+202.22%Add
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#213$185.7M1.4M$194.1M1.4M+32,703+2.42%Add
BANK OF MONTREAL /CAN/
0.06%0.06%#96$174.5M1.3M$165.1M1.1M+151,088+13.14%Add
CITADEL ADVISORS LLC
0.02%0.01%#162$165.7M1.2M$71.5M497,952+737,489+148.10%Add
Mayflower Financial Advisors, LLC
11.52%0.14%#1$150.5M1.1M$1.2M1.1M00.00%Unchanged
Neuberger Berman Group LLC
0.09%0.07%#75$133.2M992,787$87.7M610,943+381,844+62.50%Add
FIDUCIARY MANAGEMENT INC /WI/
1.79%1.47%#6$125.9M938,411$115.4M803,572+134,839+16.78%Add
WELLINGTON MANAGEMENT GROUP LLP
0.02%0.04%#151$124.7M929,760$195.5M1.4M-431,650-31.71%Reduce
BANK OF AMERICA CORP /DE/
0.01%0.01%#247$119.5M890,616$136.6M950,872-60,256-6.34%Reduce
BAMCO INC /NY/
0.18%0.46%#49$116.6M869,544$152.4M1.1M-191,859-18.08%Reduce
GOLDMAN SACHS GROUP INC
0.01%0.01%#216$110.7M825,406$89.6M623,716+201,690+32.34%Add
Qube Research & Technologies Ltd
0.09%0.04%#76$94.6M705,487$36.6M255,164+450,323+176.48%Add
DIMENSIONAL FUND ADVISORS LP
0.02%0.02%#172$92.9M692,896$88.5M616,519+76,377+12.39%Add
FMR LLC
<0.01%0.01%#311$92.7M690,813$122.9M856,024-165,211-19.30%Reduce
NORGES BANK
0.01%0.02%#222$88.1M656,486$108.8M673,964-17,478-2.59%Reduce
SEI INVESTMENTS CO
0.08%0.09%#84$87.7M654,087$99.0M689,532-35,445-5.14%Reduce
Clearbridge Investments, LLC
0.07%0.08%#88$85.2M635,294$89.8M625,228+10,066+1.61%Add
LPL Financial LLC
0.02%<0.01%#163$83.2M620,282$11.6M81,026+539,256+665.53%Add
Invesco Ltd.
0.01%0.01%#275$75.3M561,266$68.2M474,774+86,492+18.22%Add
Capital Research Global Investors
0.01%0.03%#215$70.7M526,868$188.8M1.3M-787,806-59.92%Reduce
NORTHERN TRUST CORP
0.01%0.01%#235$70.0M521,880$75.6M526,682-4,802-0.91%Reduce
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
0.61%0.36%#18$69.0M514,374$35.7M248,770+265,604+106.77%Add
AQR CAPITAL MANAGEMENT LLC
0.02%0.03%#146$65.2M486,239$57.3M399,342+86,897+21.76%Add
WESTFIELD CAPITAL MANAGEMENT CO LP
0.2%0.33%#46$62.2M463,415$78.1M543,611-80,196-14.75%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#231$61.6M458,942$65.0M452,611+6,331+1.40%Add
Van Berkom & Associates Inc.
1.89%1.9%#5$58.5M436,412$58.3M405,978+30,434+7.50%Add
NORDEA INVESTMENT MANAGEMENT AB
0.05%0.01%#106$57.8M430,600$7.2M51,021+379,579+743.97%Add
RAYMOND JAMES FINANCIAL INC
0.02%0.03%#182$56.0M417,511$99.3M701,587-284,076-40.49%Reduce
Bank of New York Mellon Corp
0.01%0.01%#219$54.6M406,981$60.4M420,646-13,665-3.25%Reduce
Capital International Investors
0.01%<0.01%#203$54.5M406,531$16.2M112,959+293,572+259.89%Add
NATIXIS ADVISORS, LLC
0.06%0.07%#97$51.5M383,961$49.9M347,746+36,215+10.41%Add
JENNISON ASSOCIATES LLC
0.03%0.05%#131$51.3M382,195$67.3M468,557-86,362-18.43%Reduce
MILLENNIUM MANAGEMENT LLC
0.02%0.01%#170$50.4M375,874$21.8M151,949+223,925+147.37%Add
GW&K Investment Management, LLC
0.37%0.45%#29$46.9M349,700$50.9M354,095-4,395-1.24%Reduce
THRIVENT FINANCIAL FOR LUTHERANS
0.07%0.09%#86$46.3M345,248$50.2M349,756-4,508-1.29%Reduce
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#211$46.0M343,231$48.9M340,393+2,838+0.83%Add
UBS Group AG
0.01%0.01%#282$43.1M321,436$51.6M359,105-37,669-10.49%Reduce
WELLS FARGO & COMPANY/MN
0.01%0.01%#261$42.2M314,566$49.7M346,367-31,801-9.18%Reduce
JONES FINANCIAL COMPANIES LLLP
0.02%0.02%#178$40.3M290,735$41.4M297,478-6,743-2.27%Reduce
D. E. Shaw & Co., Inc.
0.02%0.01%#164$39.0M290,765$19.9M138,517+152,248+109.91%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#217$38.7M288,794$47.3M329,441-40,647-12.34%Reduce
Grandeur Peak Global Advisors, LLC
3.71%1.33%#2$36.6M184,902$5.7M39,436+145,466+368.87%Add
TUDOR INVESTMENT CORP ET AL
0.05%0.06%#103$35.4M263,803$33.4M232,715+31,088+13.36%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow