Houlihan Lokey, Inc. — Institutional Ownership
Which tracked institutions hold HLI, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
29
Funds holding
$2529678577
Total value held
Buying
15 added/new · 14 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $758428456 | 5280800 | +39479 | +0.75% |
| 2 | Royal Bank Of Canada | $251551000 | 1751495 | — | NEW BUY |
| 3 | State Street Corp | $243248620 | 1693696 | -9599 | -0.56% |
| 4 | Morgan Stanley | $228644815 | 1592009 | +1041701 | +189.29% |
| 5 | Bank Of Montreal /Can/ | $165105407 | 1149599 | — | NEW BUY |
| 6 | Bank Of America Corp /De/ | $136564168 | 950872 | -2968 | -0.31% |
| 7 | Invesco Ltd. | $132551871 | 760961 | -66564 | -8.04% |
| 8 | Raymond James Financial Inc | $99334299 | 701587 | -94774 | -11.90% |
| 9 | Sei Investments Co | $99030568 | 689532 | — | NEW BUY |
| 10 | Goldman Sachs Group Inc | $89578092 | 623716 | +78854 | +14.47% |
| 11 | Northern Trust Corp | $75642070 | 526682 | +17011 | +3.34% |
| 12 | Wells Fargo & Company/Mn | $68613613 | 393901 | -14433 | -3.53% |
| 13 | Bank Of New York Mellon Corp | $60413066 | 420646 | -3607 | -0.85% |
| 14 | Franklin Resources Inc | $28002312 | 194975 | -44699 | -18.65% |
| 15 | Principal Financial Group Inc | $17483294 | 121733 | +4637 | +3.96% |
| 16 | Citigroup Inc | $15342659 | 88080 | -20977 | -19.23% |
| 17 | Ameriprise Financial Inc | $15109496 | 105177 | -96687 | -47.90% |
| 18 | Barclays Plc | $14349937 | 99916 | — | NEW BUY |
| 19 | Prudential Financial Inc | $9884934 | 68827 | +32135 | +87.58% |
| 20 | Fifth Third Bancorp | $5232337 | 36432 | +20362 | +126.71% |
| 21 | Janus Henderson Group Plc | $4765186 | 33186 | — | NEW BUY |
| 22 | Us Bancorp \De\ | $2743430 | 19102 | -866 | -4.34% |
| 23 | Pnc Financial Services Group, Inc. | $2382719 | 16590 | -81 | -0.49% |
| 24 | Regions Financial Corp | $2359533 | 16429 | -2061 | -11.15% |
| 25 | M&T Bank Corp | $1166282 | 6693 | — | NEW BUY |
| 26 | Truist Financial Corp | $1003185 | 6985 | -697 | -9.07% |
| 27 | Bank Of Nova Scotia | $913854 | 6363 | — | NEW BUY |
| 28 | Alti Global, Inc. | $232664 | 1620 | -57 | -3.40% |
| 29 | Amalgamated Financial Corp. | $710 | 8084 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.