HOULIHAN LOKEY, INC. hedge fund holdings
HLINYSE$126.37-2.01 (-1.57%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
HLI · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-37.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 180 | 158 | $710M | $370M | 508 | Aug 14, 2025 |
| Q3 2025 | 170 | 161 | $555M | $876M | 521 | Nov 14, 2025 |
| Q4 2025 | 163 | 204 | $837M | $703M | 546 | Feb 14, 2026 |
| Q1 2026 | 190 | 217 | $754M | $701M | 517 | May 15, 2026 |
| Q2 2026 | 155 | 203 | $861M | $822M | 486 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
486 filersNew position
43$82.2M+613K sh
Increased
112$779M+5.81M sh
Reduced
137-$659M-4.91M sh
Out / sold
66-$163M-1.21M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Champlain Investment Partners, LLC | Reduce 70.74% | -$68.1M | $28.2M | 0.72% | Aug 12, 2026 |
| Wellington Management Group LLP | Reduce 31.71% | -$57.9M | $125M | 0.02% | Aug 14, 2026 |
| Nomura Asset Management International Inc. | Sell 100% | -$54.5M | $0 | 0.00% | Aug 14, 2026 |
| Nordea Investment Management AB | Added 743.97% | +$51M | $57.8M | 0.05% | Aug 5, 2026 |
| Van Berkom & Associates Inc. | Reduce 46.25% | -$50.4M | $58.5M | 1.89% | Aug 5, 2026 |
| Capital International Investors | Added 259.89% | +$39.4M | $54.5M | 0.01% | Aug 12, 2026 |
| Vaughan Nelson Investment Management, L.P. | Added 106.77% | +$35.6M | $69M | 0.61% | Jul 16, 2026 |
| Congress Asset Management Co | Sell 100% | -$33.5M | $0 | 0.00% | Jul 7, 2026 |
| Ariel Investments, LLC | New Buy | +$32.8M | $32.8M | 0.33% | Aug 14, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | Reduce 8.16% | -$28.9M | $325M | 1.01% | Aug 13, 2026 |
| Bamco Inc | Reduce 18.08% | -$25.7M | $117M | 0.18% | Aug 14, 2026 |
| Voloridge Investment Management, LLC | Added 252.19% | +$25M | $34.9M | 0.15% | Aug 14, 2026 |
| Renaissance Group LLC | Sell 100% | -$21.7M | $0 | 0.00% | Aug 13, 2026 |
| Fiera Capital Corp | Reduce 42.76% | -$20.7M | $27.8M | 0.10% | Aug 7, 2026 |
| Caisse de depot et placement du Quebec | Reduce 51.38% | -$18.7M | $17.7M | 0.03% | Aug 14, 2026 |
| Public Employees Retirement Association of Colorado | Reduce 96.21% | -$16.1M | $632K | 0.00% | Aug 11, 2026 |
| Interval Partners, LP | Reduce 60.46% | -$13.8M | $9.02M | 0.23% | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | Sell 100% | -$12.1M | $0 | 0.00% | Aug 13, 2026 |
| Jennison Associates LLC | Reduce 18.43% | -$11.6M | $51.3M | 0.03% | Aug 3, 2026 |
| Westfield Capital Management Co LP | Reduce 14.75% | -$10.8M | $62.2M | 0.20% | Aug 12, 2026 |
| MUFG Securities EMEA plc | New Buy | +$10.7M | $10.7M | 0.11% | Aug 12, 2026 |
| T. Rowe Price Investment Management, Inc. | Reduce 51.42% | -$9.66M | $9.13M | 0.01% | Aug 14, 2026 |
| Prana Capital Management, LP | New Buy | +$9.64M | $9.64M | 0.29% | Aug 14, 2026 |
| Flputnam Investment Management Co | Reduce 36.63% | -$8.53M | $14.8M | 0.18% | Aug 6, 2026 |
| Edgestream Partners, L.P. | Sell 100% | -$7.95M | $0 | 0.00% | Aug 11, 2026 |
| Earnest Partners LLC | Reduce 2.52% | -$7.55M | $291M | 1.05% | Aug 13, 2026 |
| Wealth High Governance Asset Management Ltda. | Sell 100% | -$6.86M | $0 | 0.00% | Aug 12, 2026 |
| Segall Bryant & Hamill, LLC | Added 39.02% | +$6.29M | $22.4M | 0.27% | Aug 12, 2026 |
| Susquehanna Fundamental Investments, LLC | Sell 100% | -$5.94M | $0 | 0.00% | Aug 14, 2026 |
| Handelsbanken Fonder AB | Reduce 15.71% | -$5.49M | $29.5M | 0.08% | Jul 10, 2026 |
| Argent Capital Management LLC | Reduce 18.92% | -$5.14M | $22M | 0.70% | Jul 15, 2026 |
| Natixis Advisors, LLC | Added 10.41% | +$4.86M | $51.5M | 0.06% | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added 23.82% | +$4.38M | $22.8M | 0.05% | Aug 13, 2026 |
| Fenimore Asset Management Inc | Added 21.26% | +$3.95M | $22.5M | 0.47% | Jul 14, 2026 |
| Campbell & CO Investment Adviser LLC | Reduce 71.69% | -$3.81M | $1.51M | 0.08% | Aug 3, 2026 |
| BW Gestao de Investimentos Ltda. | Sell 100% | -$3.71M | $0 | 0.00% | Aug 14, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Sell 100% | -$3.02M | $0 | 0.00% | Aug 13, 2026 |
| Pier Capital, LLC | Reduce 39.42% | -$2.97M | $4.56M | 0.60% | Aug 5, 2026 |
| New Age Alpha Advisors, LLC | Reduce 71.56% | -$2.86M | $1.13M | 0.05% | Aug 13, 2026 |
| Jain Global LLC | Reduce 21.16% | -$2.57M | $9.58M | 0.04% | Aug 14, 2026 |
| Crawford Fund Management, LLC | Added 35.42% | +$2.4M | $9.18M | 1.41% | Aug 14, 2026 |
| FJ Capital Management LLC | New Buy | +$2.35M | $2.35M | 0.30% | Aug 14, 2026 |
| Axq Capital, LP | Added 324.50% | +$2.18M | $2.85M | 0.31% | Aug 6, 2026 |
| Montanaro Asset Management Ltd | Reduce 15.59% | -$2.05M | $11.1M | 3.51% | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | Reduce 54.97% | -$1.91M | $1.56M | 0.00% | Aug 14, 2026 |
| Capital Fund Management S.A. | New Buy | +$1.85M | $1.85M | 0.01% | Aug 13, 2026 |
| Oak Thistle LLC | Reduce 80.83% | -$1.51M | $359K | 0.03% | Jul 21, 2026 |
| SummitTX Capital, L.P. | Reduce 82.87% | -$1.51M | $312K | 0.01% | Aug 14, 2026 |
| Retirement Systems of Alabama | Reduce 15.84% | -$1.42M | $7.52M | 0.02% | Jul 28, 2026 |
| Diversified Management Inc | Sell 100% | -$1.39M | $0 | 0.00% | Jul 10, 2026 |
| FORA Capital, LLC | Reduce 40.17% | -$1.34M | $2M | 0.14% | Aug 13, 2026 |
| VELA Investment Management, LLC | Added 62.34% | +$1.31M | $3.4M | 0.74% | Aug 27, 2026 |
| Voleon Capital Management LP | Reduce 34.32% | -$1.26M | $2.4M | 0.04% | Aug 14, 2026 |
| Numerai GP LLC | Sell 100% | -$1.14M | $0 | 0.00% | Aug 14, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 8.73% | +$1.04M | $13M | 0.01% | Aug 13, 2026 |
| Avior Wealth Management, LLC | Sell 100% | -$967K | $0 | 0.00% | Jul 7, 2026 |
| Atria Investments, Inc | Reduce 44.25% | -$915K | $1.15M | 0.01% | Jul 28, 2026 |
| Oppenheimer Asset Management Inc. | Reduce 25.57% | -$912K | $2.65M | 0.03% | Aug 3, 2026 |
| Highland Capital Management, LLC | Added 73.79% | +$827K | $1.95M | 0.09% | Jul 21, 2026 |
| Allstate Corp | Reduce 30.40% | -$786K | $1.8M | 0.02% | Aug 13, 2026 |
| Strategic Wealth Investment Group, LLC | Sell 100% | -$704K | $0 | 0.00% | Aug 4, 2026 |
| Schroder Investment Management Group | Added 2.02% | +$695K | $35M | 0.02% | Aug 13, 2026 |
| Stegent Equity Advisors, Inc. | Sell 100% | -$660K | $0 | 0.00% | Jul 29, 2026 |
| Tidal Investments LLC | Reduce 15.81% | -$633K | $3.37M | 0.01% | Aug 13, 2026 |
| First Eagle Investment Management, LLC | Reduce 96.31% | -$630K | $24.1K | 0.00% | Aug 24, 2026 |
| AXA S.A. | Sell 100% | -$619K | $0 | 0.00% | Aug 14, 2026 |
| Bridgewater Associates, LP | Reduce 22.10% | -$609K | $2.15M | 0.01% | Aug 14, 2026 |
| Thrivent Financial for Lutherans | Reduce 1.29% | -$605K | $46.3M | 0.08% | Aug 14, 2026 |
| PineStone Asset Management Inc. | Reduce 33.85% | -$604K | $1.18M | 0.01% | Jul 13, 2026 |
| LRT Capital Management, LLC | Sell 100% | -$592K | $0 | 0.00% | Aug 14, 2026 |
| Weil Company, Inc. | Reduce 20.44% | -$569K | $2.21M | 0.39% | Aug 5, 2026 |
| Evergreen Capital Management LLC | Added 242.62% | +$560K | $790K | 0.01% | Jul 23, 2026 |
| Regions Financial Corp | Reduce 24.85% | -$548K | $1.66M | 0.01% | Aug 10, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 7.73% | +$516K | $7.19M | 0.00% | Aug 13, 2026 |
| Caitlin John, LLC | New Buy | +$514K | $514K | 0.28% | Aug 17, 2026 |
| Woodley Farra Manion Portfolio Management Inc | Added 1.48% | +$512K | $35.1M | 1.69% | Aug 10, 2026 |
| Worldquant Millennium Advisors LLC | New Buy | +$503K | $503K | 0.00% | Aug 14, 2026 |
| Keybank National Association | Sell 100% | -$488K | $0 | 0.00% | Jul 28, 2026 |
| Inspire Investing, LLC | New Buy | +$473K | $473K | 0.02% | Aug 12, 2026 |
| ING Groep NV | Sell 100% | -$460K | $0 | 0.00% | Aug 13, 2026 |
| Sepio Capital, LP | New Buy | +$457K | $457K | 0.02% | Jul 28, 2026 |
| Caxton Associates LLP | New Buy | +$455K | $455K | 0.01% | Aug 14, 2026 |
| Mount Lucas Management LP | Sell 100% | -$454K | $0 | 0.00% | Aug 10, 2026 |
| Jefferies Financial Group Inc. | Reduce 62.54% | -$453K | $271K | 0.00% | Aug 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | Sell 100% | -$437K | $0 | 0.00% | Aug 14, 2026 |
| Eventide Asset Management, LLC | Added 1.27% | +$402K | $32M | 0.43% | Aug 14, 2026 |
| Ethic Inc. | Sell 100% | -$402K | $0 | 0.00% | Jul 29, 2026 |
| Inceptionr LLC | Sell 100% | -$399K | $0 | 0.00% | Aug 11, 2026 |
| Twinbeech Capital LP | Reduce 10.47% | -$389K | $3.33M | 0.60% | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | Sell 100% | -$388K | $0 | 0.00% | Aug 10, 2026 |
| Norden Group LLC | Reduce 59.00% | -$386K | $268K | 0.02% | Jul 29, 2026 |
| Mission Wealth Management, LP | New Buy | +$386K | $386K | 0.00% | Jul 20, 2026 |
| Lecap Asset Management Ltd | Sell 100% | -$384K | $0 | 0.00% | Jul 30, 2026 |
| &Partners | Reduce 12.43% | -$384K | $2.7M | 0.01% | Aug 14, 2026 |
| Summit Trail Advisors, LLC | Added 38.55% | +$363K | $1.31M | 0.02% | Aug 11, 2026 |
| iA Global Asset Management Inc. | New Buy | +$360K | $360K | 0.00% | Jul 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | Reduce 44.34% | -$357K | $448K | 0.00% | Jul 20, 2026 |
| Empowered Funds, LLC | Reduce 9.45% | -$353K | $3.38M | 0.02% | Aug 17, 2026 |
| Geneos Wealth Management Inc. | Reduce 8.56% | -$351K | $3.75M | 0.08% | Aug 6, 2026 |
| Beverly Hills Private Wealth, LLC | Sell 100% | -$343K | $0 | 0.00% | Aug 7, 2026 |