Who owns HOULIHAN LOKEY, INC. (HLI)? Elite investor 13F holders
8 tracked elite investors reported holding HOULIHAN LOKEY, INC as of 2026-06-30, including D.E. Shaw, Tudor Investment, Ariel Investments, Ancora Advisors / Ancora Holdings, GMO. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
8 tracked investors currently reported holding · Latest report period: 2026-06-30 · Financials · Financial Services
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide. The company operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). The CF segment offers general financial…
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| D.E. Shaw | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 39000309.00 USD | 290765.000000 | Shares | add | Original filing |
| Tudor Investment | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 35383896.00 USD | 263803.000000 | Shares | add | Original filing |
| Ariel Investments | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 32797468.00 USD | 244520.000000 | Shares | buy | Original filing |
| Ancora Advisors / Ancora Holdings | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 28750215.00 USD | 214346.000000 | Shares | reduce | Original filing |
| GMO | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 22792576.00 USD | 169929.000000 | Shares | add | Original filing |
| Renaissance Technologies LLC | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 10193880.00 USD | 76000.000000 | Shares | buy | Original filing |
| Bridgewater Associates | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 2147019.00 USD | 16007.000000 | Shares | reduce | Original filing |
| First Eagle Investment Management | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-05 00:00:00 | 12072.00 USD | 90.000000 | Shares | reduce | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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