InvestorLens

HLI — HOULIHAN LOKEY INC

Public company

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying HLI?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Net distribution · 1 buying vs 2 selling last quarter
26
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their HLI position last quarter, 1 bought and 2 sold (33% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Paul Tudor Jones)
  • +4 tracked investors reported holding HLI at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (1 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About HOULIHAN LOKEY INC (HLI)

HOULIHAN LOKEY INC (HLI) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $166M. Across recent filings, tracked investors recorded 8 new positions, 7 increased, 4 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in HLI

63
/100
Institutional Accumulation
Added / Increased15
Reduced4
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track HLI

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

HLI Ownership Composition

How HOULIHAN LOKEY INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
85% of tracked value
Institutions
4
tracked investors
Total Reported
$253.7M
combined 13F value
Types2
  • Multi-Strategy / Quant85.2%
  • Macro14.8%
Multi-Strategy / Quant(2)
85.2%
Macro(2)
14.8%

Tracked investors currently reporting HLI

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.2M
    Value
    $165.7M
    % Portfolio
    0.02%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    375.9K
    Value
    $50.4M
    % Portfolio
    0.02%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    263.8K
    Value
    $35.4M
    % Portfolio
    0.05%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    16K
    Value
    $2.1M
    % Portfolio
    0.01%

Previously held HLI

These investors reported HLI in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management18.4K$2.6MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold HLI?
4 tracked institutional investors disclosed a position in HLI (HOULIHAN LOKEY INC) in their most recent 13F filing.
Who is the largest institutional holder of HLI?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in HLI, valued at $166M.
Did institutional ownership of HLI increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 7 increased, 4 reduced, and 5 fully exited HLI.
Where does this HLI ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.