15 institutions reported holding $21.1M of HOULIHAN LOKEY INC (HLI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($17.0M), ATWOOD & PALMER INC ($2.8M), GAMMA Investing LLC ($1.1M), Versant Capital Management, Inc ($68,406), HARBOR INVESTMENT ADVISORY, LLC ($54,725). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $17.0M | 126,476 | Added |
| 2 | ATWOOD & PALMER INC | $2.8M | 20,897 | Trimmed |
| 3 | GAMMA Investing LLC | $1.1M | 8,140 | Added |
| 4 | Versant Capital Management, Inc | $68,406 | 510 | Added |
| 5 | HARBOR INVESTMENT ADVISORY, LLC | $54,725 | 408 | New |
| 6 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $44,799 | 334 | Hold |
| 7 | MassMutual Private Wealth & Trust, FSB | $26,826 | 200 | Trimmed |
| 8 | CX Institutional | $12,000 | 89 | Added |
| 9 | Cedar Mountain Advisors, LLC | $4,426 | 33 | Hold |
| 10 | Retirement Wealth Solutions LLC | $1,782 | 13 | Hold |
| 11 | CoreCap Advisors, LLC | $1,744 | 13 | Added |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $0 | 0 | Exited |
| 13 | Dogwood Wealth Management LLC | $0 | 0 | Exited |
| 14 | Avior Wealth Management, LLC | $0 | 0 | Exited |
| 15 | CONGRESS ASSET MANAGEMENT CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30