13F

Stock

Houlihan Lokey, Inc.

HLI · held by 576 managers

Reported value

$8.71B

Holders

576

+5 new · −4 exited

Holders’ est. mark

−$43.7M

Price effect on 7 books still in the name

Largest holder

$915.7M

Vanguard

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Vanguard5.26M$915.7M—Held
BlackRock, Inc.5.24M$913M—Held
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2.77M$483M—Held
EARNEST PARTNERS LLC2.29M$399.2M—Held
ROYAL BANK OF CANADA1.7M$296.7M—Held
State Street1.7M$296.7M—Held
GEODE CAPITAL MANAGEMENT, LLC1.42M$247.1M—Held
WELLINGTON MANAGEMENT GROUP LLP1.28M$223.6M—Held
BANK OF MONTREAL /CAN/1.2M$208.9M—Held
Fidelity1.13M$196M—Held
BAMCO INC /NY/1.12M$195.8M—Held
Capital Research Global Investors962.3K$167.6M—Held
BANK OF AMERICA CORP /DE/953.8K$166.1M−$29.7MCut−$39.2M
RAYMOND JAMES FINANCIAL INC796.4K$139.8M—Held
Invesco Ltd.761K$132.6M—Held
FIDUCIARY MANAGEMENT INC /WI/697.3K$121.5M—Held
SEI INVESTMENTS CO688.9K$120M—Held
NORGES BANK662.9K$115.5M$8.41MAdded$6.63M
NEUBERGER BERMAN GROUP LLC628.8K$109.5M—Held
JENNISON ASSOCIATES LLC587.8K$102.4M—Held
Clearbridge Investments, LLC568.9K$99.1M—Held
MORGAN STANLEY550.3K$95.9M−$17.1MCut−$19M
GOLDMAN SACHS GROUP INC544.9K$94.9M—Held
DIMENSIONAL FUND ADVISORS LP535.3K$93.3M—Held
WESTFIELD CAPITAL MANAGEMENT CO LP520K$90.6M—Held
NORTHERN TRUST CORP509.7K$88.8M—Held
Champlain Investment Partners, LLC459.1K$80M—Held
Bank of New York Mellon Corp424.3K$73.9M—Held
CHARLES SCHWAB INVESTMENT MANAGEMENT INC422.3K$73.6M—Held
FIRST TRUST ADVISORS LP408K$71.1M—Held
WELLS FARGO & COMPANY/MN393.9K$68.6M—Held
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.386.9K$67.4M—Held
Icahn Capital379.5K$66.1M—Held
Fiera Capital Corp352.6K$61.4M—Held
ALLIANCEBERNSTEIN L.P.352.1K$61.3M—Held
ENVESTNET ASSET MANAGEMENT INC343.4K$59.8M—Held
Capital International Investors313.2K$54.6M—Held
Ancora Advisors LLC280.3K$48.8M—Held
CONGRESS ASSET MANAGEMENT CO266.7K$46.4M—Held
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC257.5K$44.8M—Held
FRANKLIN RESOURCES INC239.7K$41.7M—Held
UBS Group AG237.2K$41.3M—Held
ARGENT CAPITAL MANAGEMENT LLC236.1K$41.1M—Held
EVENTIDE ASSET MANAGEMENT, LLC234.4K$40.9M—Held
Caisse de depot et placement du Quebec234K$40.8M—Held
SCHRODER INVESTMENT MANAGEMENT GROUP225.4K$39.6M—Held
HighTower Advisors, LLC222.9K$38.8M—Held
BARLOW WEALTH PARTNERS, LLC204.4K$37.2M—Held
AMERIPRISE FINANCIAL INC201.9K$35.2M—Held
RENAISSANCE GROUP LLC185K$32.2M—Held
Qube Research & Technologies Ltd174K$30.3M—Held
FLPUTNAM INVESTMENT MANAGEMENT CO171.2K$29.8M—Held
JANUS HENDERSON GROUP PLC162.2K$28.3M—Held
JPMORGAN CHASE & CO158.5K$27.6M—Held
RHUMBLINE ADVISERS157.3K$27.4M—Held
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC153.7K$26.8M—Held
D. E. Shaw & Co., Inc.148.2K$25.8M—Held
BROWN ADVISORY INC140.9K$24.6M—Held
TUDOR INVESTMENT CORP ET AL127K$22.1M−$659.3KAdded$17.8M
Fenimore Asset Management Inc123.7K$21.5M—Held
BARCLAYS PLC122.9K$21.4M−$3.83MCut−$25.6M
GHP Investment Advisors, Inc.118.8K$20.7M—Held
Nuveen, LLC118.8K$20.7M—Held
PRINCIPAL FINANCIAL GROUP INC117.1K$20.4M—Held
LPL Financial LLC115.5K$20.1M—Held
Point72 Asset Management, L.P.115.2K$20.1M—Held
Walleye Capital LLC115.1K$20.1M—Held
MILLENNIUM MANAGEMENT LLC108.9K$19M—Held
Swiss National Bank107.2K$18.7M—Held
California Public Employees Retirement System103.9K$18.1M—Held
Grantham, Mayo, Van Otterloo & Co. LLC99.6K$17.3M—Held
Montanaro Asset Management Ltd97.7K$17M—Held
NEW YORK STATE COMMON RETIREMENT FUND95.2K$16.6M—Held
ALPS ADVISORS INC92.8K$16.2M—Held
CITIGROUP INC88.1K$15.3M—Held
SEGALL BRYANT & HAMILL, LLC88K$15.3M—Held
ArrowMark Colorado Holdings LLC86.6K$15.1M—Held
Legal & General Group Plc86.2K$15M—Held
Interval Partners, LP85K$14.8M—Held
Jain Global LLC76.5K$13.3M—Held
WHITTIER TRUST CO70.9K$13.1M—Held
Russell Investments Group, Ltd.74.6K$13M—Held
PineStone Asset Management Inc.74.5K$13M—Held
STIFEL FINANCIAL CORP73K$12.7M—Held
ATWOOD & PALMER INC70K$12.2M—Held
Citadel67.1K$11.7M—Held
Aptus Capital Advisors, LLC65.9K$11.5M—Held
Retirement Systems of Alabama65.4K$11.4M—Held
Wealth High Governance Capital Ltda61K$10.6M—Held
JANE STREET GROUP, LLC57.5K$10M—Held
Franklin, Parlapiano, Turner & Welch, LLC52.1K$9.9M—Held
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC54.9K$9.56M—Held
ExodusPoint Capital Management, LP54K$9.41M—Held
NORDEA INVESTMENT MANAGEMENT AB53.1K$9.28M—Held
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM51.4K$8.95M—Held
Campbell & CO Investment Adviser LLC50.5K$8.8M—Held
STRS OHIO50K$8.71M—Held
TEACHER RETIREMENT SYSTEM OF TEXAS49.6K$8.64M—Held
ROYCE & ASSOCIATES LP48.3K$8.41M—Held
KING LUTHER CAPITAL MANAGEMENT CORP46.5K$8.1M—Held
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO44.7K$7.79M—Held
Pier Capital, LLC44K$7.66M—Held
Boston Partners43.9K$7.65M—Held
Grandeur Peak Global Advisors, LLC41.4K$7.2M—Held
Man Group plc41.3K$7.2M—Held
WHITTIER TRUST CO OF NEVADA INC38.1K$7.05M—Held
Robinhood Asset Management, LLC39.4K$6.86M—Held
MANUFACTURERS LIFE INSURANCE COMPANY, THE39.1K$6.81M—Held
BW Gestao de Investimentos Ltda.39K$6.79M—Held
PRUDENTIAL FINANCIAL INC36.7K$6.45M—Held
DEUTSCHE BANK AG\36K$6.28M—Held
FineMark National Bank & Trust34.5K$6M—Held
THOMAS STORY & SON LLC34.4K$5.99M—Held
Geneos Wealth Management Inc.33.5K$5.84M—Held
VOLORIDGE INVESTMENT MANAGEMENT, LLC33.5K$5.83M—Held
OSAIC HOLDINGS, INC.33K$5.75M—Held
Trexquant Investment LP31.7K$5.52M—Held
New Age Alpha Advisors, LLC30.9K$5.37M—Held
Transamerica Financial Advisors, LLC30.7K$5.35M—Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC28.9K$5.34M—Held
Cetera Investment Advisers28.7K$5M—Held
Dorsey Wright & Associates28.1K$4.9M—Held
OPPENHEIMER ASSET MANAGEMENT INC.28.1K$4.89M—Held
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC28K$4.88M—Held
Schonfeld Strategic Advisors LLC27.9K$4.86M—Held
MetLife Investment Management, LLC27.6K$4.81M—Held
Tidal Investments LLC26.9K$4.69M—Held
Amundi26.8K$4.67M—Held
JACOBS LEVY EQUITY MANAGEMENT, INC26.4K$4.59M—Held
HSBC HOLDINGS PLC25.7K$4.48M—Held
Baird Financial Group, Inc.25.1K$4.37M—Held
Harbor Advisors LLC25K$4.35M—Held
VICTORY CAPITAL MANAGEMENT INC25K$4.35M—Held
PDT Partners, LLC24.8K$4.32M—Held
COMERICA BANK24.2K$4.21M—Held
Creative Planning24.1K$4.21M—Held
&PARTNERS23.3K$4.06M—Held
Hilton Capital Management, LLC23.2K$4.04M—Held
Bell Asset Management Ltd22.9K$4M—Held
Police & Firemen's Retirement System of New Jersey22.8K$3.97M—Held
NewEdge Advisors, LLC21.6K$3.76M—Held
Weil Company, Inc.21.5K$3.75M—Held
AMERICAN CENTURY COMPANIES INC21.3K$3.71M—Held
MML INVESTORS SERVICES, LLC20.6K$3.59M—Held
Ensign Peak Advisors, Inc20.1K$3.51M—Held
Pathstone Holdings, LLC20.1K$3.49M—Held
US BANCORP \DE\20K$3.48M—Held
Atria Investments, Inc19.6K$3.42M—Held
Weiss Asset Management LP19.6K$3.41M—New
YOUSIF CAPITAL MANAGEMENT, LLC17.6K$3.34M—Held
Faithward Advisors, LLC19.1K$3.32M—Held
Cerity Partners LLC18.9K$3.29M—Held
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM18.8K$3.28M—Held
State of Tennessee, Department of Treasury19.4K$3.26M—Held
Zurcher Kantonalbank (Zurich Cantonalbank)18.7K$3.25M—Held
Sanctuary Advisors, LLC18.5K$3.23M−$577.2KCut−$618.6K
REGIONS FINANCIAL CORP18.5K$3.22M—Held
Cinctive Capital Management LP18.2K$3.17M—Held
XTX Topco Ltd18.1K$3.16M—Held
Quantinno Capital Management LP17.6K$3.06M—Held
EXCHANGE TRADED CONCEPTS, LLC17.5K$3.06M—Held
PNC Financial Services Group, Inc.16.7K$2.9M—Held
Monument Capital Management16.3K$2.85M—Held
State of New Jersey Common Pension Fund D16.1K$2.81M—Held
FIFTH THIRD BANCORP16.1K$2.8M—Held
Ameritas Investment Partners, Inc.15.8K$2.75M—Held
ARIZONA STATE RETIREMENT SYSTEM15.2K$2.64M—Held
CAPITAL FUND MANAGEMENT S.A.15.2K$2.64M—Held
Louisiana State Employees Retirement System15.1K$2.63M—Held
CANADA PENSION PLAN INVESTMENT BOARD14.7K$2.56M—Held
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14.2K$2.48M—Held
BNP PARIBAS FINANCIAL MARKETS14K$2.44M—Held
DAVENPORT & Co LLC14K$2.44M—Held
QRG CAPITAL MANAGEMENT, INC.14K$2.43M—Held
Mariner, LLC13.9K$2.43M—Held
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS13.6K$2.38M—Held
Elo Mutual Pension Insurance Co13.3K$2.31M—Held
Bank Julius Baer & Co. Ltd, Zurich12.9K$2.27M—Held
STATE OF MICHIGAN RETIREMENT SYSTEM12.9K$2.25M—Held
Corient Private Wealth LLC12.9K$2.24M—Held
SUSQUEHANNA INTERNATIONAL GROUP, LLP12.2K$2.13M—Held
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC12.2K$2.12M—Held
KLP KAPITALFORVALTNING AS11.9K$2.07M—Held
Universal- Beteiligungs- und Servicegesellschaft mbH11.5K$2M—Held
TWINBEECH CAPITAL LP11.5K$2M—Held
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.11.1K$1.94M—Held
OREGON PUBLIC EMPLOYEES RETIREMENT FUND10.9K$1.9M—Held
Oak Thistle LLC10.7K$1.86M—Held
Rockefeller Capital Management L.P.10.7K$1.86M—Held
BOKF, NA10.5K$1.84M—Held
STATE OF WISCONSIN INVESTMENT BOARD10.4K$1.82M—Held
Orion Porfolio Solutions, LLC10.3K$1.8M—Held
ASSETMARK, INC9.99K$1.74M—Held
Cannell & Spears LLC9.88K$1.72M—Held
Linden Thomas Advisory Services, LLC9.35K$1.63M—Held
Gibbs Wealth Management8.76K$1.59M—Held
Edgestream Partners, L.P.9.06K$1.58M—Held
Vanguard Personalized Indexing Management, LLC9.06K$1.58M—Held
Envestnet Portfolio Solutions, Inc.8.84K$1.54M—Held
KEYBANK NATIONAL ASSOCIATION/OH8.51K$1.48M—Held
Richard Bernstein Advisors LLC8.49K$1.48M—Held
CRAWFORD INVESTMENT COUNSEL INC8.42K$1.47M—Held
HIGHLAND CAPITAL MANAGEMENT, LLC8.4K$1.46M—Held
CIM, LLC8.2K$1.43M—Held
Stegent Equity Advisors, Inc.8.13K$1.42M—Held
Pictet Asset Management Holding SA8.09K$1.41M—Held
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC8.07K$1.41M—Held
Pacer Advisors, Inc.8.06K$1.4M—Held
Federation des caisses Desjardins du Quebec7.96K$1.39M—Held
TRUIST FINANCIAL CORP7.68K$1.34M—Held
Advisory Services Network, LLC7.45K$1.3M—Held
Cresset Asset Management, LLC7.12K$1.24M−$208.6KCut−$135.2K
XPONANCE LLC7.12K$1.24M—Held
SummitTX Capital, L.P.7.11K$1.24M—Held
Renaissance Technologies7.1K$1.24M—Held
Avior Wealth Management, LLC7.05K$1.23M—Held
NATIXIS6.97K$1.21M—Held
Mayflower Financial Advisors, LLC1.12M$1.21M—Held
Taylor Frigon Capital Management LLC6.9K$1.2M—Held
Summit Trail Advisors, LLC6.86K$1.2M—Held
M&T Bank Corp6.69K$1.17M—Held
INTRUST BANK NA6.51K$1.13M—Held
Accredited Investors Inc.6.4K$1.12M—Held
FORA Capital, LLC6.25K$1.09M—Held
PRUDENTIAL PLC6.23K$1.08M—Held
JONES FINANCIAL COMPANIES LLLP6.2K$1.08M—Held
TD Asset Management Inc5.9K$1.03M—Held
Sequoia Financial Advisors, LLC5.71K$994.1K—Held
Fulton Bank, N.A.5.69K$990.6K—Held
Mount Lucas Management LP5.59K$973.9K—Held
GAMMA Investing LLC5.59K$973K—Held
AXQ CAPITAL, LP5.57K$970.4K—Held
Sowell Financial Services LLC5.48K$954.2K—Held
PINEBRIDGE INVESTMENTS LLC5.31K$924.6K—Held
VOYA INVESTMENT MANAGEMENT LLC5.28K$919K—Held
Union Bancaire Privee, UBP SA5.17K$918.5K—Held
MONETA GROUP INVESTMENT ADVISORS LLC5.27K$917.5K—Held
CAPTRUST FINANCIAL ADVISORS5.24K$913.3K—Held
JAMES INVESTMENT RESEARCH, INC.5.24K$913.1K—Held
HARBOR INVESTMENT ADVISORY, LLC5.18K$902K—Held
CIBC WORLD MARKETS CORP5.15K$897.1K—Held
Smith Group Asset Management, LLC5.15K$897.1K—Held
Numerai GP LLC5.15K$896.9K—Held
CONNABLE OFFICE INC5.11K$889.9K—Held
NORDEN GROUP LLC5.04K$878.5K—Held
BRIDGES INVESTMENT MANAGEMENT INC5.03K$876.7K—Held
UNITED CAPITAL FINANCIAL ADVISORS, LLC5K$871.3K—Held
Strategic Wealth Investment Group, LLC4.99K$868.5K—Held
Portside Wealth Group, LLC4.95K$862.3K—Held
NEW YORK LIFE INVESTMENT MANAGEMENT LLC4.88K$850.2K—Held

Who left

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.