Canonical: https://ownershiptrace.com/13f/companies/1105

# 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](https://ownershiptrace.com/13f/investors/98) | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 39000309.00 USD | 290765.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1009207/0001104659-26-097217-index.html) |
| [Tudor Investment](https://ownershiptrace.com/13f/investors/94675) | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 35383896.00 USD | 263803.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/923093/0000902664-26-003485-index.html) |
| [Ariel Investments](https://ownershiptrace.com/13f/investors/47) | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 32797468.00 USD | 244520.000000 | Shares | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/936753/0000936753-26-000050-index.html) |
| [Ancora Advisors / Ancora Holdings](https://ownershiptrace.com/13f/investors/101) | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 28750215.00 USD | 214346.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1446114/0001446114-26-000012-index.html) |
| [GMO](https://ownershiptrace.com/13f/investors/94674) | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 22792576.00 USD | 169929.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1352662/0001072613-26-000636-index.html) |
| [Renaissance Technologies LLC](https://ownershiptrace.com/13f/investors/63) | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 10193880.00 USD | 76000.000000 | Shares | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1037389/0001037389-26-000059-index.html) |
| [Bridgewater Associates](https://ownershiptrace.com/13f/investors/8) | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 2147019.00 USD | 16007.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1350694/0001350694-26-000003-index.html) |
| [First Eagle Investment Management](https://ownershiptrace.com/13f/investors/32) | HOULIHAN LOKEY INC | SHARE | 2026-06-30 | 2026-08-05 00:00:00 | 12072.00 USD | 90.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1325447/0001325447-26-000020-index.html) |

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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