2026-10-05
AI summary pending
View Full Filing (SEC EDGAR)Houlihan Lokey Inc
$130.16+3.7%
+$1.4B
Net Activity
+18.72% total shares
Institutions Holding
522
Popularity Rank
#1130
Avg Weight
0.08%
Total Value
$7.5B
Market Cap
$8.9B
522 institutions currently hold HLI, with 242 net buyers and 285 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
285
Net Buying Institutions
242
Top 5 by Value
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Across its top 20 institutional holders, HLI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 32/100).
HLI ranks #1130 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
522 institutions disclose a position in HLI, but none treat it as a major bet — even Van Berkom & Associates Inc., its most concentrated holder, allocates just 1.9% of its own portfolio to it.
Fenimore Asset Management Inc has added to its HLI position for two straight quarters, increasing it by $12.6M to reach $32.4M today.
Barlow Wealth Partners, LLC has trimmed its HLI position for two straight quarters, cutting it by $10.3M while still holding $23.0M.
HLI is up 3.7% today, and institutions have been net buyers of $1.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
HLI posted net income of $406.2M over the trailing twelve months, and currently trades at a P/E of 21.9.
+$1.3B
Total Buy Value
$825.0M
Total Sell Value
242
Net Buyers
285
Net Sellers
HLI
Q2 2026
Top 5 Institutional Movers
-$118.1M
+$94.2M
+$88.1M
-$74.9M
+$71.6M
HLI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
Filings (90d)
$140K
Total Est. Value
1K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| CHRISTOPHER MADISON CRAIN | 2026-09-10 | $140K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
5
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)On September 16, 2026, Houlihan Lokey (HLI) held its annual shareholder meeting, where investors approved an updated incentive award plan that sets the share reserve at 12 million shares and reinstates an automatic annual increase — but shrinks it from 6% to 1% of outstanding stock. The board also elected Thomas Reichert as a new independent Class I director effective October 1; he's a former Global CEO of sustainability consultancy ERM and a longtime Boston Consulting Group veteran, and he received a $120,000 restricted stock grant vesting over three years. Separately, General Counsel Christopher M. Crain retired and moved to a Corporate Senior Advisor role, with Prabha Sipi Bhandari appointed as the new Chief Legal Officer and Secretary.
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)Houlihan Lokey, the global investment bank, put out a press release on July 29, 2026, covering its results for the fiscal first quarter ended June 30, 2026. That release is attached to this 8-K as Exhibit 99.1 — but the filing itself doesn't include the actual numbers, just the announcement that the results are now public.
View Full Filing (SEC EDGAR)441593100
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Access HLI's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HLICLI
npx alphasmo stocks get HLI