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HLI

HLI

Houlihan Lokey, Inc.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
57
Partial Q3 2026
Total 13F value
$132.9M
Filed positions so far
New positions
8
This quarter
Sold positions
7
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Fenimore Asset Management Inc

$32.4M256.8K0.71%+52.9%

Barlow Wealth Partners, Llc

$23M180.0K2.37%-12.5%

Argent Capital Management Llc

$20M158.5K0.64%-3.4%

Atwood & Palmer Inc

$16.2M128.5K0.83%+514.7%

Ghp Investment Advisors, Inc.

$15.1M119.8K0.56%+0.1%

Wealth Enhancement Advisory Services, Llc

$4.7M37.3K0.01%+20.3%

Bell Asset Management Ltd

$2.5M19.9K0.91%-22.7%

Salvus Wealth Management, Llc

$2.3M18.5K1.33%New Position

Diversified Management Inc

$2.3M18.2K0.40%New Position

Weil Company, Inc.

$2M15.4K0.34%-6.4%

Davenport & Co Llc

$1.7M13.2K0.01%-3.0%

Gamma Investing Llc

$1.6M12.5K0.05%+53.1%

Sendero Wealth Management, Llc

$1.4M10.9K0.14%+60.9%

Pinestone Asset Management Inc.

$1.3M10.2K0.01%+15.9%

Atria Investments, Inc

$1.2M9.7K0.01%+13.4%

Gateway Investment Advisers Llc

$816K6.5K0.01%+105.6%

Fulton Bank, N.A.

$725K5.7K0.02%+0.8%

State Of Alaska, Department Of Revenue

$649K5.1K0.01%-3.3%

Blue Trust, Inc.

$575K4.5K0.01%+15.8%

Krilogy Financial Llc

$552K4.2K0.02%+15.3%

Baker Ellis Asset Management Llc

$316K2.5K0.03%Unchanged

Galvin, Gaustad & Stein, Llc

$253K2.0K0.02%New Position

Wedmont Private Capital

$252K2.0K0.01%New Position

Assenagon Asset Management S.A.

$235K1.9K0.00%-98.5%

Concurrent Investment Advisors, Llc

$226K1.8K0.00%-24.1%

Ifp Advisors, Inc

$121K9600.00%-6.2%

Mather Group, Llc.

$78K6210.00%+6.3%

Farther Finance Advisors, Llc

$74K5870.00%+131.1%

Harbor Investment Advisory, Llc

$52K4080.00%Unchanged

Versant Capital Management, Inc

$30K2400.00%-52.9%

Trust Co Of Toledo Na /Oh/

$24K1910.00%Exited

Essential Partners Llc

$22K1770.01%-58.4%

Steph & Co

$19K1520.00%-35.0%

Alpine Bank Wealth Management

$15K1170.00%Unchanged

Gk Wealth Management Llc

$14K1100.01%New Position

Fortitude Family Office, Llc

$14K1070.00%-13.0%

First Pacific Financial

$13K1000.00%-13.8%

American National Bank & Trust

$11K880.00%+144.4%

Paladin Partners, Llc

$10K770.01%Unchanged

Wolff Wiese Magana Llc

$9K750.00%Unchanged

True Wealth Design, Llc

$9K680.00%+25.9%

Corecap Advisors, Llc

$9K680.00%+423.1%

Massmutual Private Wealth & Trust, Fsb

$7K540.00%-73.0%

Nvest Wealth Strategies, Inc.

$6K500.00%Unchanged

Elevation Wealth Partners, Llc

$5K410.00%New Position

Marquette Asset Management, Llc

$4K350.00%+775.0%

Cedar Mountain Advisors, Llc

$4K330.00%Unchanged

Cape Investment Advisory, Inc.

$3K200.00%Unchanged

Retirement Wealth Solutions Llc

$2K130.00%Unchanged

Investors Research Corp

$1K110.00%Unchanged

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