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 | |
|---|---|---|---|---|
| VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust | 437 | 71.6K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 435 | 67.3K $ | 0.16 % | as of Apr 30, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 434 | 62.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 429 | 70.3K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 424 | 60.9K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 422 | 60.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 422 | 60.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 400 | 57.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 392 | 64.2K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 369 | 53K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Harbor Mid Cap Core ETF Harbor ETF Trust | 355 | 54.9K $ | 1.22 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 352 | 50.6K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 351 | 50.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 350 | 54.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 344 | 56.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 325 | 53.2K $ | 0.16 % | as of Feb 28, 2026 ↗ |
| Voya VACS Series MCV Fund Voya Equity Trust | 320 | 52.4K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| First Eagle Mid Cap Equity ETF First Eagle ETF Trust | 314 | 48.6K $ | 1.69 % | as of Apr 30, 2026 ↗ |
| Growth Fund VALIC Co I | 305 | 49.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 300 | 46.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 300 | 43.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 298 | 46.1K $ | 0.33 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 291 | 41.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II | 280 | 43.3K $ | 1.36 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 276 | 45.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 271 | 38.9K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 257 | 39.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 220 | 34K $ | 0.24 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 210 | 30.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 195 | 28K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 192 | 27.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust | 162 | 26.5K $ | 0.04 % | as of Feb 27, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 162 | 23.3K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 161 | 23.1K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 157 | 22.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 153 | 22K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Motley Fool Value Factor ETF RBB Fund, Inc. | 144 | 23.6K $ | 0.36 % | as of Feb 28, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 113 | 16.2K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 104 | 16.1K $ | 0.17 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 103 | 14.8K $ | 0.73 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 94 | 13.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 80 | 12.4K $ | 0.25 % | as of Apr 30, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 72 | 10.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 62 | 8.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 61 | 9.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 57 | 8.2K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 53 | 7.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 50 | 8.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 45 | 6.5K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 41 | 5.9K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 40 | 5.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 34 | 5.3K $ | 0.21 % | as of Apr 30, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 24 | 3.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| PARADOX EQUITY FUND, FI WELZIA MANAGEMENT, SGIIC, S.A. | 219.8K € | 1.02 % | as of Dec 31, 2025 ↗ | |
| GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / GESFUND AQUA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 34K € | 0.46 % | as of Dec 31, 2025 ↗ |
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