HLI — Houlihan Lokey Inc Institutional Holders · Q3 2026
Who owns Houlihan Lokey Inc (HLI)? 23 institutions reported holding $75.77M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Fenimore Asset Management Inc ($32.4M), Argent Capital Management LLC ($20.0M), Atwood & Palmer Inc ($16.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fenimore Asset Management Inc | $32.4M | 256,760 | Added |
| 2 | ARGENT CAPITAL MANAGEMENT LLC | $20.0M | 158,547 | Trimmed |
| 3 | ATWOOD & PALMER INC | $16.2M | 128,463 | Added |
| 4 | Bell Asset Management Ltd | $2.5M | 19,859 | Trimmed |
| 5 | DIVERSIFIED MANAGEMENT INC | $2.3M | 18,154 | New |
| 6 | GAMMA Investing LLC | $1.6M | 12,464 | Added |
| 7 | Galvin, Gaustad & Stein, LLC | $252,680 | 2,000 | New |
| 8 | Wedmont Private Capital | $252,064 | 2,008 | New |
| 9 | Farther Finance Advisors, LLC | $74,168 | 587 | Added |
| 10 | Versant Capital Management, Inc | $30,322 | 240 | Trimmed |
| 11 | STEPH & CO | $19,204 | 152 | Trimmed |
| 12 | GK Wealth Management LLC | $13,906 | 110 | New |
| 13 | AMERICAN NATIONAL BANK & TRUST | $11,117 | 88 | Added |
| 14 | Paladin Partners, LLC | $9,728 | 77 | Hold |
| 15 | CoreCap Advisors, LLC | $8,591 | 68 | Added |
| 16 | MassMutual Private Wealth & Trust, FSB | $6,822 | 54 | Trimmed |
| 17 | ELEVATION WEALTH PARTNERS, LLC | $5,180 | 41 | New |
| 18 | Marquette Asset Management, LLC | $4,422 | 35 | Added |
| 19 | Retirement Wealth Solutions LLC | $1,687 | 13 | Hold |
| 20 | Investors Research Corp | $1,390 | 11 | Hold |
| 21 | TOTH FINANCIAL ADVISORY CORP | $1,264 | 10 | Trimmed |
| 22 | CX Institutional | $1,000 | 8 | Trimmed |
| 23 | Planning Strategies Inc. | $884 | 7 | New |
Source: SEC Form 13F filings · as of 2026-09-30