Houlihan Lokey, Inc. — Institutional Ownership
Which tracked institutions hold HLI, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
36
Funds holding
$2406881296
Total value held
Buying
19 added/new · 17 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $702895630 | 5240406 | -40394 | -0.76% |
| 2 | Royal Bank Of Canada | $267201000 | 1992096 | +240601 | +13.74% |
| 3 | State Street Corp | $234652104 | 1749472 | +55776 | +3.29% |
| 4 | Morgan Stanley | $226712784 | 1690245 | +98236 | +6.17% |
| 5 | Bank Of Montreal /Can/ | $174461147 | 1300687 | +151088 | +13.14% |
| 6 | Bank Of America Corp /De/ | $119458350 | 890616 | -60256 | -6.34% |
| 7 | Goldman Sachs Group Inc | $110711758 | 825406 | +201690 | +32.34% |
| 8 | Sei Investments Co | $87732463 | 654087 | -35445 | -5.14% |
| 9 | Invesco Ltd. | $75282665 | 561266 | +561266 | NEW BUY |
| 10 | Northern Trust Corp | $69999763 | 521880 | -4802 | -0.91% |
| 11 | Raymond James Financial Inc | $56000779 | 417511 | -284076 | -40.49% |
| 12 | Bank Of New York Mellon Corp | $54588373 | 406981 | -13665 | -3.25% |
| 13 | Ubs Group Ag | $43114210 | 321436 | +321436 | NEW BUY |
| 14 | Wells Fargo & Company/Mn | $42192683 | 314566 | -31801 | -9.18% |
| 15 | Franklin Resources Inc | $27695890 | 206485 | +11510 | +5.90% |
| 16 | Barclays Plc | $26897759 | 200535 | +100619 | +100.70% |
| 17 | Jpmorgan Chase & Co | $20023949 | 148128 | -10336 | -6.52% |
| 18 | Principal Financial Group Inc | $16515428 | 123130 | +1397 | +1.15% |
| 19 | Ameriprise Financial Inc | $12694963 | 94646 | +94646 | NEW BUY |
| 20 | Citigroup Inc | $7250800 | 54058 | -34022 | -38.63% |
| 21 | Stifel Financial Corp | $6632944 | 49451 | +49451 | NEW BUY |
| 22 | Prudential Financial Inc | $5251324 | 39151 | -29676 | -43.12% |
| 23 | Janus Henderson Group Plc | $4765186 | 33186 | +33186 | NEW BUY |
| 24 | Fifth Third Bancorp | $4587264 | 34200 | -2232 | -6.13% |
| 25 | Us Bancorp \De\ | $2338422 | 17434 | -1668 | -8.73% |
| 26 | Pnc Financial Services Group, Inc. | $2050713 | 15289 | -1301 | -7.84% |
| 27 | Regions Financial Corp | $1656103 | 12347 | -4082 | -24.85% |
| 28 | Truist Financial Corp | $919461 | 6855 | -130 | -1.86% |
| 29 | Bank Of Nova Scotia | $862858 | 6433 | +70 | +1.10% |
| 30 | Federated Hermes, Inc. | $562542 | 4194 | +4194 | NEW BUY |
| 31 | M&T Bank Corp | $432108 | 3223 | -3470 | -51.85% |
| 32 | Jefferies Financial Group Inc. | $271345 | 2023 | +2023 | NEW BUY |
| 33 | Nicolet Bankshares Inc | $249857 | 1754 | +1754 | NEW BUY |
| 34 | Alti Global, Inc. | $214876 | 1602 | -18 | -1.11% |
| 35 | Zions Bancorporation, National Association /Ut/ | $3085 | 23 | +23 | NEW BUY |
| 36 | Amalgamated Financial Corp. | $710 | 8084 | +8084 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.