Fund shareholders of Houlihan Lokey Inc
ISIN US4415931009 · United States · LEI 549300S3CNGTQ1QZVY46
- Fund shareholders
- 456
- Of which ETFs
- 117 339 other funds
- Value held
- 3.6B $ 386M SEK · 253.7K €
456 funds hold this company. This table lists the 455 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,799,569 | 258.5M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,715,018 | 246.3M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,253,375 | 180M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| AMCAP Fund AMCAP Fund | 1,242,134 | 203.4M $ | 0.22 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 969,017 | 150M $ | 0.69 % | as of Apr 30, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 701,019 | 100.7M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 685,781 | 98.5M $ | 1.00 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 608,178 | 87.3M $ | 4.48 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 606,714 | 87.1M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 490,000 | 70.4M $ | 2.61 % | as of Mar 31, 2026 ↗ |
| BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 400,000 | 57.4M $ | 2.20 % | as of Mar 31, 2026 ↗ |
| Carillon Eagle Mid Cap Growth Fund Carillon Series Trust | 393,521 | 56.5M $ | 1.18 % | as of Mar 31, 2026 ↗ |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 383,319 | 59.3M $ | 1.14 % | as of Apr 30, 2026 ↗ |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 383,251 | 62.8M $ | 0.73 % | as of Feb 28, 2026 ↗ |
| FMI Common Stock Fund FMI Funds Inc | 380,000 | 54.6M $ | 3.11 % | as of Mar 31, 2026 ↗ |
| Harbor Small Cap Value Fund HARBOR FUNDS | 364,319 | 56.4M $ | 2.23 % | as of Apr 30, 2026 ↗ |
| Column Mid Cap Select Fund Trust for Professional Managers | 311,711 | 51M $ | 1.70 % | as of Feb 28, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 305,617 | 47.3M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 284,514 | 46.6M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 272,003 | 39.1M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 265,492 | 38.1M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | 263,000 | 37.8M $ | 1.77 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 257,981 | 39.9M $ | 0.46 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 240,175 | 39.3M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Harbor Small Cap Growth Fund HARBOR FUNDS | 236,623 | 36.6M $ | 1.42 % | as of Apr 30, 2026 ↗ |
| Nomura Mid Cap Growth Fund IVY FUNDS | 215,715 | 31M $ | 1.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 212,987 | 33M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 206,963 | 29.7M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 205,644 | 31.8M $ | 1.09 % | as of Apr 30, 2026 ↗ |
| PGIM Jennison Mid-Cap Growth Fund Prudential Jennison Mid-Cap Growth Fund, Inc. | 201,708 | 33M $ | 1.77 % | as of Feb 27, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 200,332 | 31M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Virtus KAR Small-Cap Value Fund Virtus Equity Trust | 194,550 | 27.9M $ | 4.65 % | as of Mar 31, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 175,075 | 25.1M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST | 172,973 | 24.8M $ | 2.07 % | as of Mar 31, 2026 ↗ |
| ClearBridge Mid Cap Fund Legg Mason Partners Investment Trust | 172,000 | 26.6M $ | 1.68 % | as of Apr 30, 2026 ↗ |
| Franklin Small Cap Growth Fund Franklin Strategic Series | 169,911 | 26.3M $ | 1.07 % | as of Apr 30, 2026 ↗ |
| Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB | 164,500 | 225.1M SEK | 2.84 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 156,895 | 25.7M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 147,144 | 24.1M $ | 0.18 % | as of Feb 28, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 138,273 | 19.9M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 138,070 | 19.8M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 134,186 | 20.8M $ | 0.25 % | as of Apr 30, 2026 ↗ |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 130,167 | 18.7M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 126,552 | 19.6M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 112,959 | 16.2M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 110,237 | 15.8M $ | 2.48 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 101,728 | 16.7M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 93,927 | 13.5M $ | 0.68 % | as of Mar 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 90,851 | 14.9M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust | 90,729 | 13M $ | 3.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 89,724 | 14.7M $ | 1.20 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 87,701 | 12.6M $ | 0.82 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 86,960 | 13.5M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 85,808 | 13.3M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Vaughan Nelson Small Cap Fund Natixis Funds Trust I | 83,765 | 12M $ | 0.88 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 83,113 | 11.9M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 82,984 | 13.6M $ | 0.26 % | as of Feb 28, 2026 ↗ |
| FAM DIVIDEND FOCUS FUND Fenimore Asset Management Trust | 81,544 | 11.7M $ | 1.86 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 80,631 | 13.2M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 80,174 | 13.1M $ | 1.40 % | as of Feb 28, 2026 ↗ |
| Handelsbanken Amerika Tema Handelsbanken Fonder AB | 80,000 | 109.5M SEK | 1.49 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 77,901 | 12.8M $ | 0.13 % | as of Feb 28, 2026 ↗ |
| iShares Core Dividend Growth ETF iShares Trust | 77,674 | 12M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 76,278 | 11M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| GMO Small Cap Quality Fund GMO TRUST | 73,546 | 12M $ | 1.75 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 71,271 | 10.2M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 69,808 | 10M $ | 0.95 % | as of Mar 31, 2026 ↗ |
| Nomura Small Cap Growth Fund IVY FUNDS | 69,168 | 9.9M $ | 1.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 67,565 | 9.7M $ | 1.09 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 67,364 | 9.7M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 67,307 | 10.4M $ | 0.24 % | as of Apr 30, 2026 ↗ |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 67,300 | 11M $ | 1.11 % | as of Feb 28, 2026 ↗ |
| Opus Small Cap Value ETF ETF Series Solutions | 66,540 | 10.3M $ | 1.51 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 66,532 | 10.3M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 65,275 | 10.1M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 65,235 | 10.1M $ | 0.81 % | as of Apr 30, 2026 ↗ |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 62,421 | 9M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 59,961 | 9.8M $ | 0.90 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 58,156 | 8.4M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| AMG GW&K Small Cap Core Fund AMG Funds | 57,549 | 8.3M $ | 1.23 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 57,294 | 9.4M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 55,783 | 8.6M $ | 0.17 % | as of Apr 30, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 55,031 | 7.9M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 48,969 | 7M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 47,812 | 7.4M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 46,738 | 7.2M $ | 0.35 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 45,429 | 6.5M $ | 1.57 % | as of Mar 31, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 44,553 | 6.4M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 43,873 | 6.3M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 42,580 | 6.6M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 42,263 | 6.9M $ | 0.26 % | as of Feb 28, 2026 ↗ |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 42,013 | 6.5M $ | 0.47 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 40,893 | 6.3M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 40,199 | 6.6M $ | 0.26 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 39,440 | 5.7M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 38,603 | 5.5M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 37,958 | 5.5M $ | 0.37 % | as of Mar 31, 2026 ↗ |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 37,229 | 5.3M $ | 0.70 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 34,252 | 4.9M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 34,164 | 4.9M $ | 0.10 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Virtus KAR Small-Cap Value Series Virtus Variable Insurance Trust | 4.66 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Cap Value Fund Virtus Equity Trust | 4.65 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 4.48 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Mid-Cap ETF Virtus ETF Trust II | 3.55 % | as of Apr 30, 2026 ↗ |
| FMI Common Stock Fund FMI Funds Inc | 3.11 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust | 3.00 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB | 2.84 % | as of Mar 31, 2026 ↗ |
| ALPS Global Opportunity Portfolio ALPS VARIABLE INVESTMENT TRUST | 2.77 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust | 2.74 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust | 2.72 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 448 | -13 | 24,257,831 | +2.1 % |
| 2026Q1 | 461 | -2 | 23,758,420 | -6.5 % |
| 2025Q4 | 463 | 0 | 25,414,077 | -2.6 % |
| 2025Q3 | 463 | -10 | 26,079,917 | +2.5 % |
| 2025Q2 | 473 | +27 | 25,452,178 | -2.1 % |
| 2025Q1 | 446 | +22 | 25,999,019 | +4.0 % |
| 2024Q4 | 424 | +4 | 25,010,523 | -1.9 % |
| 2024Q3 | 420 | +2 | 25,494,080 | -0.3 % |
| 2024Q2 | 418 | +32 | 25,571,093 | +12.6 % |
| 2024Q1 | 386 | +35 | 22,716,008 | +1.4 % |
| 2023Q4 | 351 | 22,394,863 |
Institutional managers
532 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 5,280,800 | 758.4M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,642,146 | 379.5M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 2,228,984 | 320.1M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,751,495 | 251.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,693,696 | 243.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,592,009 | 228.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,361,410 | 195.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,351,209 | 194.1M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 1,314,674 | 188.8M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 1,149,599 | 165.1M $ | as of Mar 31, 2026 |
| Mayflower Financial Advisors, LLC | 1,122,126 | 1.2M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 1,061,403 | 152.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 950,872 | 136.6M $ | as of Mar 31, 2026 |
| FMR LLC | 856,024 | 122.9M $ | as of Mar 31, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | 803,572 | 115.4M $ | as of Mar 31, 2026 |
| Champlain Investment Partners, LLC | 717,724 | 103.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 701,587 | 99.3M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 689,532 | 99M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 625,228 | 89.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 623,716 | 89.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 616,519 | 88.5M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 610,943 | 87.7M $ | as of Mar 31, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 543,611 | 78.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 526,682 | 75.6M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 488,152 | 70.1M $ | as of Mar 31, 2026 |
Declared shareholders of Houlihan Lokey Inc
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 5.20 % | 2,835,705 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.12 % | 2,787,887 | as of Mar 31, 2026 · SCHEDULE 13G |
| Kayne Anderson Rudnick Investment Management, LLC | 4.90 % | 2,642,309 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Houlihan Lokey Inc". https://titelia.com/en/stocks/houlihan-lokey-inc-US4415931009