Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

HOULIHAN LOKEY, INC.

CIK 0001302215HLI· quarter ending 2026-06-30

Shares outstanding

69,886,500

as of 2026-07-28 · 10-Q cover page, filed 2026-07-31

Held by 13F filers

56,389,797

104.0% of Common Class A

Holders

520

-28 vs 2026-03-31 · 54 new, 82 exited

Value

$7.4B

shares +2.0% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-07-31, as of 2026-07-28)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	HLI · NYSE	54,197,538	56,389,797	104.0%	520	441593100
Common Class B	not listed	15,688,962	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	441593100	CL A	520	56,389,797	54,197,538	104.0%	$7.4B	2 call / 1 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (250 of 520 · 441593100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	5,240,406	9.67%	$702.9M	-40,394 (-0.8%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	2,774,115	5.12%	$372.1M	-4,295 (-0.2%)
3	VANGUARD CAPITAL MANAGEMENT LLC	2,439,724	4.50%	$327.2M	+20,392 (+0.8%)
4	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	2,426,619	4.48%	$325.5M	-215,527 (-8.2%)
5	EARNEST PARTNERS LLC	2,172,720	4.01%	$291.4M	-56,264 (-2.5%)
6	ROYAL BANK OF CANADA	1,992,096	3.68%	$267.2M	+240,601 (+13.7%)
7	STATE STREET CORP	1,749,472	3.23%	$234.7M	+55,776 (+3.3%)
8	MORGAN STANLEY	1,690,245	3.12%	$226.7M	+98,236 (+6.2%)
9	GEODE CAPITAL MANAGEMENT, LLC	1,383,912	2.55%	$185.7M	+32,703 (+2.4%)
10	BANK OF MONTREAL /CAN/	1,300,687	2.40%	$174.5M	+151,088 (+13.1%)
11	CITADEL ADVISORS LLC	1,227,541	2.26%	$164.7M	+739,389 (+151.5%)
12	Mayflower Financial Advisors, LLC	1,122,126	2.07%	$1.2M	—
13	NEUBERGER BERMAN GROUP LLC	992,787	1.83%	$133.2M	+381,844 (+62.5%)
14	FIDUCIARY MANAGEMENT INC /WI/	938,411	1.73%	$125.9M	+134,839 (+16.8%)
15	WELLINGTON MANAGEMENT GROUP LLP	929,760	1.72%	$124.7M	-431,650 (-31.7%)
16	BANK OF AMERICA CORP /DE/	890,616	1.64%	$119.5M	-60,256 (-6.3%)
17	BAMCO INC /NY/	869,544	1.60%	$116.6M	-191,859 (-18.1%)
18	GOLDMAN SACHS GROUP INC	825,406	1.52%	$110.7M	+201,690 (+32.3%)
19	Qube Research & Technologies Ltd	705,487	1.30%	$94.6M	+450,323 (+176.5%)
20	DIMENSIONAL FUND ADVISORS LP	692,896	1.28%	$92.9M	+76,377 (+12.4%)
21	FMR LLC	690,813	1.27%	$92.7M	-165,211 (-19.3%)
22	NORGES BANK	656,486	1.21%	$88.1M	NEW
23	SEI INVESTMENTS CO	654,087	1.21%	$87.7M	-35,445 (-5.1%)
24	Clearbridge Investments, LLC	635,294	1.17%	$85.2M	+10,066 (+1.6%)
25	LPL Financial LLC	620,282	1.14%	$83.2M	+539,256 (+665.5%)
26	Invesco Ltd.	561,266	1.04%	$75.3M	+86,492 (+18.2%)
27	Capital Research Global Investors	526,868	0.97%	$70.7M	-787,806 (-59.9%)
28	NORTHERN TRUST CORP	521,880	0.96%	$70.0M	-4,802 (-0.9%)
29	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	514,374	0.95%	$69.0M	+265,604 (+106.8%)
30	AQR CAPITAL MANAGEMENT LLC	486,239	0.90%	$65.2M	+86,897 (+21.8%)
31	WESTFIELD CAPITAL MANAGEMENT CO LP	463,415	0.86%	$62.2M	-80,196 (-14.8%)
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	458,942	0.85%	$61.6M	+6,331 (+1.4%)
33	Van Berkom & Associates Inc.	436,412	0.81%	$58.5M	-375,544 (-46.3%)
34	NORDEA INVESTMENT MANAGEMENT AB	430,600	0.79%	$57.8M	+379,579 (+744.0%)
35	RAYMOND JAMES FINANCIAL INC	417,511	0.77%	$56.0M	-284,076 (-40.5%)
36	Bank of New York Mellon Corp	406,981	0.75%	$54.6M	-13,665 (-3.2%)
37	Capital International Investors	406,531	0.75%	$54.5M	+293,572 (+259.9%)
38	NATIXIS ADVISORS, LLC	383,961	0.71%	$51.5M	+36,215 (+10.4%)
39	JENNISON ASSOCIATES LLC	382,195	0.71%	$51.3M	-86,362 (-18.4%)
40	MILLENNIUM MANAGEMENT LLC	375,874	0.69%	$50.4M	+223,925 (+147.4%)
41	GW&K Investment Management, LLC	349,700	0.65%	$46.9M	-4,395 (-1.2%)
42	Thrivent Financial for Lutherans	345,248	0.64%	$46.3M	-4,508 (-1.3%)
43	VANGUARD FIDUCIARY TRUST CO	343,231	0.63%	$46.0M	+2,838 (+0.8%)
44	UBS Group AG	321,436	0.59%	$43.1M	-37,669 (-10.5%)
45	WELLS FARGO & COMPANY/MN	314,566	0.58%	$42.2M	-31,801 (-9.2%)
46	D. E. Shaw & Co., Inc.	290,765	0.54%	$39.0M	+152,248 (+109.9%)
47	JONES FINANCIAL COMPANIES LLLP	290,735	0.54%	$40.3M	-6,743 (-2.3%)
48	ENVESTNET ASSET MANAGEMENT INC	288,794	0.53%	$38.7M	-40,647 (-12.3%)
49	TUDOR INVESTMENT CORP ET AL	263,803	0.49%	$35.4M	+31,088 (+13.4%)
50	SCHRODER INVESTMENT MANAGEMENT GROUP	263,456	0.49%	$35.0M	+5,226 (+2.0%)
51	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	261,511	0.48%	$35.1M	+3,819 (+1.5%)
52	VOLORIDGE INVESTMENT MANAGEMENT, LLC	259,909	0.48%	$34.9M	+186,112 (+252.2%)
53	Assenagon Asset Management S.A.	252,952	0.47%	$33.9M	+135,347 (+115.1%)
54	ARIEL INVESTMENTS, LLC	244,520	0.45%	$32.8M	NEW
55	EVENTIDE ASSET MANAGEMENT, LLC	239,140	0.44%	$32.0M	+3,004 (+1.3%)
56	Handelsbanken Fonder AB	219,632	0.41%	$29.5M	-40,926 (-15.7%)
57	Ancora Advisors LLC	214,346	0.40%	$28.8M	-9,011 (-4.0%)
58	Champlain Investment Partners, LLC	209,983	0.39%	$28.2M	-507,741 (-70.7%)
59	Fiera Capital Corp	206,982	0.38%	$27.8M	-154,627 (-42.8%)
60	FRANKLIN RESOURCES INC	206,485	0.38%	$27.7M	+11,510 (+5.9%)
61	BARLOW WEALTH PARTNERS, LLC	205,696	0.38%	$27.6M	+537 (+0.3%)
62	BARCLAYS PLC	200,535	0.37%	$26.9M	+100,619 (+100.7%)
63	HighTower Advisors, LLC	189,028	0.35%	$25.4M	-3,986 (-2.1%)
64	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	187,563	0.35%	$25.2M	+12,700 (+7.3%)
65	BNP PARIBAS FINANCIAL MARKETS	186,627	0.34%	$25.0M	+29,705 (+18.9%)
66	Alyeska Investment Group, L.P.	171,137	0.32%	$23.0M	+160,331 (+1483.7%)
67	Grantham, Mayo, Van Otterloo & Co. LLC	169,929	0.31%	$22.8M	+32,685 (+23.8%)
68	Fenimore Asset Management Inc	167,898	0.31%	$22.5M	+29,432 (+21.3%)
69	SEGALL BRYANT & HAMILL, LLC	167,184	0.31%	$22.4M	+46,926 (+39.0%)
70	HRT FINANCIAL LP	166,495	0.31%	$22.3M	+152,840 (+1119.3%)
71	ARGENT CAPITAL MANAGEMENT LLC	164,129	0.30%	$22.0M	-38,293 (-18.9%)
72	Nuveen, LLC	163,937	0.30%	$22.0M	+46,740 (+39.9%)
73	RHUMBLINE ADVISERS	152,433	0.28%	$20.4M	-4,415 (-2.8%)
74	JPMORGAN CHASE & CO	148,128	0.27%	$20.0M	-10,336 (-6.5%)
75	Caisse de depot et placement du Quebec	132,289	0.24%	$17.7M	-139,771 (-51.4%)
76	Walleye Capital LLC	125,338	0.23%	$16.8M	+122,550 (+4395.6%)
77	PRINCIPAL FINANCIAL GROUP INC	123,130	0.23%	$16.5M	+1,397 (+1.1%)
78	GHP Investment Advisors, Inc.	119,657	0.22%	$16.0M	+860 (+0.7%)
79	BROWN ADVISORY INC	118,776	0.22%	$15.9M	-3,387 (-2.8%)
80	FLPUTNAM INVESTMENT MANAGEMENT CO	109,973	0.20%	$14.8M	-63,559 (-36.6%)
81	Swiss National Bank	109,336	0.20%	$14.7M	+1,500 (+1.4%)
82	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	96,879	0.18%	$13.0M	+7,780 (+8.7%)
83	AMERIPRISE FINANCIAL INC	94,646	0.17%	$12.7M	-10,531 (-10.0%)
84	NEW YORK STATE COMMON RETIREMENT FUND	92,125	0.17%	$12.4M	+1,500 (+1.7%)
85	ALPS ADVISORS INC	91,702	0.17%	$12.3M	+2,378 (+2.7%)
86	California Public Employees Retirement System	87,413	0.16%	$11.7M	-19,961 (-18.6%)
87	TWO SIGMA INVESTMENTS, LP	85,383	0.16%	$11.5M	-20,899 (-19.7%)
88	Montanaro Asset Management Ltd	82,934	0.15%	$11.1M	-15,316 (-15.6%)
89	ExodusPoint Capital Management, LP	80,822	0.15%	$10.8M	-1,752 (-2.1%)
90	MUFG Securities EMEA plc	79,700	0.15%	$10.7M	NEW
91	Squarepoint Ops LLC	78,512	0.14%	$10.5M	+61,321 (+356.7%)
92	WHITTIER TRUST CO	77,994	0.14%	$11.1M	-228 (-0.3%)
93	RENAISSANCE TECHNOLOGIES LLC	76,000	0.14%	$10.2M	NEW
94	Legal & General Group Plc	73,667	0.14%	$9.9M	-2,504 (-3.3%)
95	Prana Capital Management, LP	71,882	0.13%	$9.6M	NEW
96	Jain Global LLC	71,415	0.13%	$9.6M	-19,168 (-21.2%)
97	ALLIANCEBERNSTEIN L.P.	69,903	0.13%	$10.0M	+75 (+0.1%)
98	Russell Investments Group, Ltd.	69,161	0.13%	$9.3M	+6,342 (+10.1%)
99	Crawford Fund Management, LLC	68,431	0.13%	$9.2M	+17,900 (+35.4%)
100	T. Rowe Price Investment Management, Inc.	68,030	0.13%	$9.1M	-72,020 (-51.4%)
101	Interval Partners, LP	67,227	0.12%	$9.0M	-102,781 (-60.5%)
102	Aptus Capital Advisors, LLC	66,982	0.12%	$9.0M	+403 (+0.6%)
103	Boston Partners	64,924	0.12%	$8.7M	+15,257 (+30.7%)
104	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	63,069	0.12%	$8.5M	-1,301 (-2.0%)
105	Leith Wheeler Investment Counsel Ltd.	61,888	0.11%	$8.3M	NEW
106	Schonfeld Strategic Advisors LLC	61,352	0.11%	$8.2M	+20,812 (+51.3%)
107	Retirement Systems of Alabama	56,078	0.10%	$7.5M	-10,557 (-15.8%)
108	CITIGROUP INC	54,058	0.10%	$7.3M	-30,266 (-35.9%)
109	VANGUARD ASSET MANAGEMENT, Ltd	53,640	0.10%	$7.2M	+3,847 (+7.7%)
110	Franklin, Parlapiano, Turner & Welch, LLC	53,484	0.10%	$7.2M	+520 (+1.0%)
111	PRICE T ROWE ASSOCIATES INC /MD/	51,974	0.10%	$7.0M	+3,567 (+7.4%)
112	VAN ECK ASSOCIATES CORP	51,368	0.09%	$6.9M	+835 (+1.7%)
113	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	50,697	0.09%	$6.8M	-2,263 (-4.3%)
114	XTX Topco Ltd	49,468	0.09%	$6.6M	+31,984 (+182.9%)
115	STIFEL FINANCIAL CORP	49,451	0.09%	$6.6M	+2,441 (+5.2%)
116	HSBC HOLDINGS PLC	48,160	0.09%	$6.5M	+29,865 (+163.2%)
117	Creative Planning	47,637	0.09%	$6.4M	+5,645 (+13.4%)
118	Quantinno Capital Management LP	45,505	0.08%	$6.1M	+278 (+0.6%)
119	TEACHER RETIREMENT SYSTEM OF TEXAS	44,906	0.08%	$6.0M	-7,310 (-14.0%)
120	Y-Intercept (Hong Kong) Ltd	42,939	0.08%	$5.8M	+3,252 (+8.2%)
121	DARK FOREST CAPITAL MANAGEMENT LP	40,895	0.08%	$5.5M	NEW
122	Grandeur Peak Global Advisors, LLC	39,863	0.07%	$5.3M	+427 (+1.1%)
123	Brevan Howard Capital Management LP	39,300	0.07%	$5.3M	+31,128 (+380.9%)
124	PRUDENTIAL FINANCIAL INC	39,151	0.07%	$5.3M	-29,676 (-43.1%)
125	WHITTIER TRUST CO OF NEVADA INC	38,849	0.07%	$5.4M	-776 (-2.0%)
126	MANUFACTURERS LIFE INSURANCE COMPANY, THE	38,584	0.07%	$5.2M	+444 (+1.2%)
127	STRS OHIO	38,449	0.07%	$5.2M	-4,545 (-10.6%)
128	CANADA LIFE ASSURANCE Co	37,796	0.07%	$5.1M	-766 (-2.0%)
129	Amundi	37,118	0.07%	$5.0M	-76,347 (-67.3%)
130	COMMERCE BANK	35,858	0.07%	$4.8M	-1,969 (-5.2%)
131	FIFTH THIRD BANCORP	34,200	0.06%	$4.6M	-2,232 (-6.1%)
132	Pier Capital, LLC	34,014	0.06%	$4.6M	-22,131 (-39.4%)
133	INTECH INVESTMENT MANAGEMENT LLC	33,386	0.06%	$4.5M	-13,465 (-28.7%)
134	FIRST TRUST ADVISORS LP	32,083	0.06%	$4.3M	-520 (-1.6%)
135	Corient Private Wealth LP	31,871	0.06%	$4.3M	-1,733 (-5.2%)
136	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	30,967	0.06%	$4.2M	+4,645 (+17.6%)
137	Jupiter Topco LLC	30,584	0.06%	$4.1M	NEW
138	ROYCE & ASSOCIATES LP	30,495	0.06%	$4.1M	-6,184 (-16.9%)
139	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	28,870	0.05%	$3.9M	+463 (+1.6%)
140	Hilton Capital Management, LLC	28,101	0.05%	$3.8M	+1,415 (+5.3%)
141	Geneos Wealth Management Inc.	27,923	0.05%	$3.7M	-2,615 (-8.6%)
142	MetLife Investment Management, LLC	26,110	0.05%	$3.5M	-1,553 (-5.6%)
143	DEUTSCHE BANK AG\	26,071	0.05%	$3.5M	-7,947 (-23.4%)
144	Bell Asset Management Ltd	25,684	0.05%	$3.4M	+422 (+1.7%)
145	VELA Investment Management, LLC	25,348	0.05%	$3.4M	+9,734 (+62.3%)
146	Empowered Funds, LLC	25,202	0.05%	$3.4M	-2,631 (-9.5%)
147	Tidal Investments LLC	25,108	0.05%	$3.4M	-4,716 (-15.8%)
148	Harbor Advisors LLC	25,000	0.05%	$3.4M	—
149	TWINBEECH CAPITAL LP	24,800	0.05%	$3.3M	-2,900 (-10.5%)
150	AMALGAMATED BANK	24,787	0.05%	$3.3M	-418 (-1.7%)
151	Police & Firemen's Retirement System of New Jersey	24,549	0.05%	$3.3M	+1,547 (+6.7%)
152	Trexquant Investment LP	24,512	0.05%	$3.3M	-34,994 (-58.8%)
153	Man Group plc	23,907	0.04%	$3.2M	+5,014 (+26.5%)
154	AMERICAN CENTURY COMPANIES INC	23,380	0.04%	$3.1M	+187 (+0.8%)
155	Treasurer of the State of North Carolina	23,214	0.04%	$3.1M	+60 (+0.3%)
156	Quantbot Technologies LP	23,128	0.04%	$3.1M	+13,313 (+135.6%)
157	STATE OF WISCONSIN INVESTMENT BOARD	22,727	0.04%	$3.0M	+6,805 (+42.7%)
158	Zurcher Kantonalbank (Zurich Cantonalbank)	22,281	0.04%	$3.0M	—
159	Cetera Investment Advisers	22,072	0.04%	$3.0M	-2,023 (-8.4%)
160	Cerity Partners LLC	22,041	0.04%	$3.0M	+3,830 (+21.0%)
161	VICTORY CAPITAL MANAGEMENT INC	21,970	0.04%	$2.9M	+6,218 (+39.5%)
162	AXQ CAPITAL, LP	21,246	0.04%	$2.8M	+16,241 (+324.5%)
163	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	20,986	0.04%	$2.8M	-31,706 (-60.2%)
164	Vanguard Global Advisers, LLC	20,972	0.04%	$2.8M	-1,125 (-5.1%)
165	ATWOOD & PALMER INC	20,897	0.04%	$2.8M	-51,373 (-71.1%)
166	Faithward Advisors, LLC	20,481	0.04%	$2.7M	+1,112 (+5.7%)
167	Baird Financial Group, Inc.	20,327	0.04%	$2.7M	+538 (+2.7%)
168	Pathstone Holdings, LLC	20,204	0.04%	$2.7M	-205 (-1.0%)
169	&PARTNERS	20,120	0.04%	$2.7M	-2,856 (-12.4%)
170	Engineers Gate Manager LP	19,909	0.04%	$2.7M	-16,336 (-45.1%)
171	OPPENHEIMER ASSET MANAGEMENT INC.	19,791	0.04%	$2.7M	-6,798 (-25.6%)
172	State of Tennessee, Department of Treasury	19,034	0.04%	$2.6M	-342 (-1.8%)
173	SG Americas Securities, LLC	18,005	0.03%	$2.4M	-4,441 (-19.8%)
174	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	17,929	0.03%	$2.4M	-900 (-4.8%)
175	Voleon Capital Management LP	17,925	0.03%	$2.4M	-9,366 (-34.3%)
176	Entropy Technologies, LP	17,872	0.03%	$2.4M	-9,459 (-34.6%)
177	FJ Capital Management LLC	17,497	0.03%	$2.3M	NEW
178	US BANCORP \DE\	17,434	0.03%	$2.3M	-1,668 (-8.7%)
179	Sanctuary Advisors, LLC	17,214	0.03%	$2.3M	-1,158 (-6.3%)
180	Ameritas Investment Partners, Inc.	17,161	0.03%	$2.3M	—
181	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	16,620	0.03%	$2.2M	—
182	Weil Company, Inc.	16,501	0.03%	$2.2M	-4,239 (-20.4%)
183	State of New Jersey Common Pension Fund D	16,120	0.03%	$2.2M	—
184	Bridgewater Associates, LP	16,007	0.03%	$2.1M	-4,542 (-22.1%)
185	Louisiana State Employees Retirement System	15,900	0.03%	$2.1M	+100 (+0.6%)
186	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	15,683	0.03%	$2.1M	-4,782 (-23.4%)
187	YOUSIF CAPITAL MANAGEMENT, LLC	15,659	0.03%	$2.1M	-942 (-5.7%)
188	PNC Financial Services Group, Inc.	15,289	0.03%	$2.1M	-1,301 (-7.8%)
189	ARIZONA STATE RETIREMENT SYSTEM	15,025	0.03%	$2.0M	+41 (+0.3%)
190	FORA Capital, LLC	14,909	0.03%	$2.0M	-10,012 (-40.2%)
191	CANADA PENSION PLAN INVESTMENT BOARD	14,700	0.03%	$2.0M	—
192	Polar Asset Management Partners Inc.	14,639	0.03%	$2.0M	NEW
193	MML INVESTORS SERVICES, LLC	14,628	0.03%	$2.0M	+496 (+3.5%)
194	HIGHLAND CAPITAL MANAGEMENT, LLC	14,525	0.03%	$1.9M	+6,167 (+73.8%)
195	CAPITAL FUND MANAGEMENT S.A.	13,781	0.03%	$1.8M	NEW
196	Vanguard Personalized Indexing Management, LLC	13,696	0.03%	$1.8M	-2,213 (-13.9%)
197	DAVENPORT & Co LLC	13,598	0.03%	$1.8M	-465 (-3.3%)
198	Vanguard Investments Australia, Ltd.	13,567	0.03%	$1.8M	—
199	ALLSTATE CORP	13,424	0.02%	$1.8M	-5,863 (-30.4%)
200	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	12,980	0.02%	$1.7M	-639 (-4.7%)
201	KLP KAPITALFORVALTNING AS	12,700	0.02%	$1.7M	—
202	STATE OF MICHIGAN RETIREMENT SYSTEM	12,700	0.02%	$1.7M	-400 (-3.1%)
203	GSA CAPITAL PARTNERS LLP	12,657	0.02%	$1.7M	NEW
204	Steward Partners Investment Advisory, LLC	12,531	0.02%	$1.7M	+9,498 (+313.2%)
205	REGIONS FINANCIAL CORP	12,347	0.02%	$1.7M	-4,082 (-24.8%)
206	KING LUTHER CAPITAL MANAGEMENT CORP	12,333	0.02%	$1.7M	+608 (+5.2%)
207	ALPINE WOODS CAPITAL INVESTORS, LLC	12,258	0.02%	$1.6M	+283 (+2.4%)
208	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	12,196	0.02%	$1.6M	+20 (+0.2%)
209	Ensign Peak Advisors, Inc	11,657	0.02%	$1.6M	-14,231 (-55.0%)
210	Campbell & CO Investment Adviser LLC	11,226	0.02%	$1.5M	-28,425 (-71.7%)
211	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	11,199	0.02%	$1.5M	+69 (+0.6%)
212	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	10,600	0.02%	$1.4M	—
213	BOKF, NA	10,547	0.02%	$1.4M	-316 (-2.9%)
214	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10,051	0.02%	$1.3M	-4,096 (-29.0%)
215	Linden Thomas Advisory Services, LLC	9,950	0.02%	$1.3M	-321 (-3.1%)
216	Summit Trail Advisors, LLC	9,739	0.02%	$1.3M	+2,710 (+38.6%)
217	CRAWFORD INVESTMENT COUNSEL INC	9,596	0.02%	$1.3M	+90 (+0.9%)
218	Henshaw Capital LLC	9,387	0.02%	$1.3M	+1,423 (+17.9%)
219	APPLETON PARTNERS INC/MA	9,068	0.02%	$1.2M	-491 (-5.1%)
220	Aquatic Capital Management LLC	8,886	0.02%	$1.2M	+6,722 (+310.6%)
221	Bank Julius Baer & Co. Ltd, Zurich	8,797	0.02%	$1.2M	-2,423 (-21.6%)
222	PineStone Asset Management Inc.	8,794	0.02%	$1.2M	-4,500 (-33.8%)
223	Cannell & Spears LLC	8,671	0.02%	$1.2M	-423 (-4.7%)
224	Pictet Asset Management Holding SA	8,606	0.02%	$1.2M	—
225	Atria Investments, Inc	8,597	0.02%	$1.2M	-6,825 (-44.3%)
226	Universal- Beteiligungs- und Servicegesellschaft mbH	8,487	0.02%	$1.1M	-3,913 (-31.6%)
227	New Age Alpha Advisors, LLC	8,460	0.02%	$1.1M	-21,286 (-71.6%)
228	ASSETMARK, INC	8,240	0.02%	$1.1M	-481 (-5.5%)
229	CIM, LLC	8,186	0.02%	$1.1M	+34 (+0.4%)
230	GAMMA Investing LLC	8,140	0.02%	$1.1M	+1,581 (+24.1%)
231	RESOURCES MANAGEMENT CORP /CT/ /ADV	7,704	0.01%	$1.0M	+659 (+9.4%)
232	Rockefeller Capital Management L.P.	7,507	0.01%	$1.0M	-2,400 (-24.2%)
233	NewEdge Advisors, LLC	7,422	0.01%	$995K	-229 (-3.0%)
234	QRG CAPITAL MANAGEMENT, INC.	7,370	0.01%	$989K	-74 (-1.0%)
235	Fisher Asset Management, LLC	7,344	0.01%	$985K	-364 (-4.7%)
236	Orion Porfolio Solutions, LLC	7,247	0.01%	$972K	-475 (-6.2%)
237	CAPTRUST FINANCIAL ADVISORS	7,050	0.01%	$946K	+2,090 (+42.1%)
238	DIVERSIFIED TRUST CO	6,983	0.01%	$937K	-523 (-7.0%)
239	TRUIST FINANCIAL CORP	6,855	0.01%	$919K	-130 (-1.9%)
240	Taylor Frigon Capital Management LLC	6,822	0.01%	$915K	+181 (+2.7%)
241	Sendero Wealth Management, LLC	6,779	0.01%	$909K	+1,567 (+30.1%)
242	New York Life Investment Management LLC	6,768	0.01%	$908K	+239 (+3.7%)
243	PDT Partners, LLC	6,630	0.01%	$889K	+1,227 (+22.7%)
244	XPONANCE LLC	6,541	0.01%	$877K	-2,044 (-23.8%)
245	Callan Family Office, LLC	6,505	0.01%	$873K	+904 (+16.1%)
246	BANK OF NOVA SCOTIA	6,433	0.01%	$863K	+70 (+1.1%)
247	JACOBS LEVY EQUITY MANAGEMENT, INC	6,335	0.01%	$850K	-25,286 (-80.0%)
248	Janney Montgomery Scott LLC	6,141	0.01%	$824K	+2,896 (+89.2%)
249	Pacer Advisors, Inc.	6,069	0.01%	$814K	-2,129 (-26.0%)
250	EVERGREEN CAPITAL MANAGEMENT LLC	5,893	0.01%	$790K	+4,173 (+242.6%)

Exited since 2026-03-31 (82 filers; largest 25 shown)

NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	−379,183
CONGRESS ASSET MANAGEMENT CO	−232,980
RENAISSANCE GROUP LLC	−151,275
Balyasny Asset Management L.P.	−116,331
ArrowMark Colorado Holdings LLC	−84,086
Edgestream Partners, L.P.	−55,338
Wealth High Governance Asset Management Ltda.	−47,784
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	−41,346
JANE STREET GROUP, LLC	−35,494
JANUS HENDERSON GROUP PLC	−33,186
BW Gestao de Investimentos Ltda.	−25,816
Wealth High Governance Capital Ltda	−25,816
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	−21,011
Point72 Asset Management, L.P.	−18,421
Dynamic Technology Lab Private Ltd	−11,806
NATIXIS	−10,756
DIVERSIFIED MANAGEMENT INC	−9,654
Richard Bernstein Advisors LLC	−8,492
Gibbs Wealth Management	−8,412
CWM, LLC	−7,946
Numerai GP LLC	−7,937
Avior Wealth Management, LLC	−6,732
TD Asset Management Inc	−5,900
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	−5,048
Strategic Wealth Investment Group, LLC	−4,903

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Kayne Anderson Rudnick Investment Management, LLC	SCHEDULE 13G/A	2026-05-14	2026-03-31	2,642,309	4.9%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	2,835,705	5.2%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	2,787,887	5.12%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
A&R Voting Trust	SCHEDULE 13D/A	2026-01-02	2025-12-30	15,799,172	22.5%
Irwin Gold	SCHEDULE 13D/A	2026-01-02	2025-12-30	15,799,172	22.5%
Scott Joseph Adelson	SCHEDULE 13D/A	2026-01-02	2025-12-30	15,799,172	22.5%
Scott L Beiser	SCHEDULE 13D/A	2026-01-02	2025-12-30	15,799,172	22.5%
HL Voting Trust	SCHEDULE 13D/A	2025-08-28	2025-08-26	16,212,105	22.9%
EARNEST PARTNERS LLC	SCHEDULE 13G/A	2025-05-15	2025-03-31	2,648,908	4.9%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-17	2025-03-31	4,803,603	8.9%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.