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Houlihan Lokey, Inc. 13F holders

Of the 44 funds followed here, 10 reported a position in Houlihan Lokey, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 1.4 million shares worth $185.7 million, 0.0% of its reported book. New this quarter: Renaissance Technologies. Sold out: Point72 Asset Management.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management1,383,912$185.7 million0.0%+32,703added30 June 202613F
Citadel Advisors1,235,441$165.7 million0.0%+737,489added30 June 202613F
FMR LLC690,813$92.7 million0.0%-165,211trimmed30 June 202613F
Norges Bank656,486$88.1 million0.0%held30 June 202613F
Capital Research Global Investors526,868$70.7 million0.0%-787,806trimmed30 June 202613F
Millennium Management375,874$50.4 million0.0%+223,925added30 June 202613F
Alyeska171,137$23.0 million0.1%+160,331added30 June 202613F
Two Sigma Investments85,383$11.5 million0.0%-20,899trimmed30 June 202613F
Renaissance Technologies76,000$10.2 million0.0%+76,000new30 June 202613F
Bridgewater Associates16,007$2.1 million0.0%-4,542trimmed30 June 202613F
Point72 Asset Management0$00.0%-18,421exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 May 202613G/AKayne Anderson Rudnick Investment Management, LLC and 1 other2.6 million4.9%31 March 2026passive, institutional (13d-1(b))EDGAR
30 April 202613GVanguard Capital Management and 1 other2.8 million5.2%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other2.8 million5.1%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
14 September 2026629$136.61SEC
11 September 2026364$135.97SEC
10 September 20261,078$135.27SEC
9 September 2026175$135.39SEC
2 September 20266$132.90SEC
1 September 202612$133.29SEC
31 August 2026896$133.02SEC
27 August 20262$129.80SEC
14 August 202650$132.21SEC
11 August 202610$123.39SEC
5 August 2026430$128.25SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 1,078 on 10 September 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to HLI by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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