Barclays PLC Boosts Stake in Houlihan Lokey

Investment firm increases ownership in financial services provider by 74.2% in Q3

Published on Mar. 10, 2026

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Barclays PLC raised its holdings in Houlihan Lokey, Inc. (NYSE:HLI) by 74.2% in the 3rd quarter, according to the firm's recent Form 13F filing with the Securities & Exchange Commission. Barclays now owns 229,075 shares of the financial services provider's stock, worth $47 million at the end of the reporting period.

Why it matters

Houlihan Lokey is a prominent global investment bank and financial services firm, providing expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. Barclays' increased stake signals the investment firm's confidence in Houlihan Lokey's business and growth prospects.

The details

Barclays purchased an additional 97,568 shares of Houlihan Lokey during the 3rd quarter, bringing its total ownership to 229,075 shares, or 0.33% of the company. Other major institutional investors, including Sowell Financial Services, Resources Management Corp CT ADV, and Westside Investment Management, also hold positions in Houlihan Lokey.

  • Barclays increased its stake in Houlihan Lokey during the 3rd quarter of 2026.

The players

Barclays PLC

A multinational investment bank and financial services company headquartered in London, England.

Houlihan Lokey, Inc.

A global investment bank and financial services firm headquartered in Los Angeles, California, specializing in advisory services across a range of transaction types and financial matters.

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The takeaway

Barclays' increased stake in Houlihan Lokey reflects the investment firm's confidence in the financial services provider's business model and growth potential, as Houlihan Lokey continues to be a prominent player in the global investment banking and advisory landscape.