Houlihan Lokey, Inc.
HLI- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001302215
In the last 90 days, Houlihan Lokey, Inc. insiders filed 1 open-market purchase and 1 sale; 520 institutions reported holding it in 13F filings for Q2 2026, worth $7.42B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Houlihan Lokey, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 520
- −21 vs. Q1 2026
- Shares held
- 56.4M
- +1.18M (+2.1%) vs. Q1 2026
- Total value
- $7.42B
- −$354.7M (−4.6%) vs. Q1 2026
- New holders
- 54
- 177 more added
- Sold out
- 75
- 207 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HLI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 520 | $7.42B |
| Q1 2026 | 547 | $7.78B |
| Q4 2025 | 579 | $9.35B |
| Q3 2025 | 553 | $10.9B |
| Q2 2025 | 549 | $9.96B |
| Q1 2025 | 525 | $8.60B |
| Q4 2024 | 506 | $9.29B |
| Q3 2024 | 452 | $8.38B |
| Q2 2024 | 416 | $7.21B |
| Q1 2024 | 399 | $7.01B |
| Q4 2023 | 393 | $6.62B |
| Q3 2023 | 338 | $5.39B |
| Q2 2023 | 331 | $4.92B |
| Q1 2023 | 330 | $4.48B |
| Q4 2022 | 335 | $4.35B |
| Q3 2022 | 323 | $3.71B |
| Q2 2022 | 324 | $3.86B |
| Q1 2022 | 343 | $4.42B |
| Q4 2021 | 344 | $5.22B |
| Q3 2021 | 308 | $4.78B |
| Q2 2021 | 302 | $4.31B |
| Q1 2021 | 276 | $3.47B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,240,406 | $702.9M | 0.01% | −40,394−0.8% | Reduced |
| Vanguard Portfolio Management LLC | 2,774,115 | $372.1M | 0.02% | −4,295−0.2% | Reduced |
| Vanguard Capital Management LLC | 2,439,724 | $327.2M | 0.01% | +20,392+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,426,619 | $325.5M | 1.01% | −215,527−8.2% | Reduced |
| Earnest Partners LLC | 2,172,720 | $291.4M | 1.05% | −56,264−2.5% | Reduced |
| Royal Bank of Canada | 1,992,096 | $267.2M | 0.05% | +240,601+13.7% | Added |
| State Street Corp | 1,749,472 | $234.7M | 0.01% | +55,776+3.3% | Added |
| Morgan Stanley | 1,690,245 | $226.7M | 0.01% | +98,236+6.2% | Added |
| Geode Capital Management, LLC | 1,383,912 | $185.7M | 0.01% | +32,703+2.4% | Added |
| Bank of Montreal | 1,300,687 | $174.5M | 0.06% | +151,088+13.1% | Added |
| Citadel Advisors LLC | 1,227,541 | $164.7M | 0.09% | +739,389+151.5% | Added |
| Neuberger Berman Group LLC | 992,787 | $133.2M | 0.09% | +381,844+62.5% | Added |
| Fiduciary Management Inc | 938,411 | $125.9M | 1.79% | +134,839+16.8% | Added |
| Wellington Management Group LLP | 929,760 | $124.7M | 0.02% | −431,650−31.7% | Reduced |
| Bank of America Corp | 890,616 | $119.5M | 0.01% | −60,256−6.3% | Reduced |
| Bamco Inc | 869,544 | $116.6M | 0.18% | −191,859−18.1% | Reduced |
| Goldman Sachs Group Inc | 825,406 | $110.7M | 0.01% | +201,690+32.3% | Added |
| Qube Research & Technologies Ltd | 705,487 | $94.6M | 0.11% | +450,323+176.5% | Added |
| Dimensional Fund Advisors LP | 692,896 | $92.9M | 0.02% | +76,377+12.4% | Added |
| FMR LLC | 690,813 | $92.7M | 0.00% | −165,211−19.3% | Reduced |
| Norges Bank | 656,486 | $88.1M | 0.01% | +656,486 | New |
| SEI Investments Co | 654,087 | $87.7M | 0.08% | −35,445−5.1% | Reduced |
| Clearbridge Investments, LLC | 635,294 | $85.2M | 0.07% | +10,066+1.6% | Added |
| LPL Financial LLC | 620,282 | $83.2M | 0.02% | +539,256+665.5% | Added |
| Invesco Ltd. | 561,266 | $75.3M | 0.01% | +86,492+18.2% | Added |
| Capital Research Global Investors | 526,868 | $70.7M | 0.01% | −787,806−59.9% | Reduced |
| Northern Trust Corp | 521,880 | $70.0M | 0.01% | −4,802−0.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 514,374 | $69.0M | 0.61% | +265,604+106.8% | Added |
| AQR Capital Management LLC | 486,239 | $65.2M | 0.02% | +86,897+21.8% | Added |
| Westfield Capital Management Co LP | 463,415 | $62.2M | 0.20% | −80,196−14.8% | Reduced |
| Charles Schwab Investment Management Inc | 458,942 | $61.6M | 0.01% | +6,331+1.4% | Added |
| Van Berkom & Associates Inc. | 436,412 | $58.5M | 1.89% | −375,544−46.3% | Reduced |
| Nordea Investment Management AB | 430,600 | $57.8M | 0.05% | +379,579+744.0% | Added |
| Raymond James Financial Inc | 417,511 | $56.0M | 0.02% | −284,076−40.5% | Reduced |
| Bank of New York Mellon Corp | 406,981 | $54.6M | 0.01% | −13,665−3.2% | Reduced |
| Capital International Investors | 406,531 | $54.5M | 0.01% | +293,572+259.9% | Added |
| Natixis Advisors, L.P. | 383,961 | $51.5M | 0.06% | +36,215+10.4% | Added |
| Jennison Associates LLC | 382,195 | $51.3M | 0.03% | −86,362−18.4% | Reduced |
| Millennium Management LLC | 375,874 | $50.4M | 0.03% | +223,925+147.4% | Added |
| GW&K Investment Management, LLC | 349,700 | $46.9M | 0.37% | −4,395−1.2% | Reduced |
| Thrivent Financial for Lutherans | 345,248 | $46.3M | 0.08% | −4,508−1.3% | Reduced |
| Vanguard Fiduciary Trust Co | 343,231 | $46.0M | 0.01% | +2,838+0.8% | Added |
| UBS Group AG | 321,436 | $43.1M | 0.01% | −37,669−10.5% | Reduced |
| Wells Fargo & Company | 314,566 | $42.2M | 0.01% | −31,801−9.2% | Reduced |
| Jones Financial Companies LLLP | 290,735 | $40.3M | 0.02% | −6,743−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 290,765 | $39.0M | 0.02% | +152,248+109.9% | Added |
| Envestnet Asset Management Inc | 288,794 | $38.7M | 0.01% | −40,647−12.3% | Reduced |
| Tudor Investment Corp Et Al | 263,803 | $35.4M | 0.15% | +31,088+13.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 261,511 | $35.1M | 1.69% | +3,819+1.5% | Added |
| Schroder Investment Management Group | 263,456 | $35.0M | 0.02% | +5,226+2.0% | Added |
| Voloridge Investment Management, LLC | 259,909 | $34.9M | 0.15% | +186,112+252.2% | Added |
| Assenagon Asset Management S.A. | 252,952 | $33.9M | 0.02% | +135,347+115.1% | Added |
| Ariel Investments, LLC | 244,520 | $32.8M | 0.33% | +244,520 | New |
| Eventide Asset Management, LLC | 239,140 | $32.0M | 0.43% | +3,004+1.3% | Added |
| Handelsbanken Fonder AB | 219,632 | $29.5M | 0.08% | −40,926−15.7% | Reduced |
| Ancora Advisors, LLC | 214,346 | $28.8M | 0.56% | −9,011−4.0% | Reduced |
| Champlain Investment Partners, LLC | 209,983 | $28.2M | 0.72% | −507,741−70.7% | Reduced |
| Fiera Capital Corp | 206,982 | $27.8M | 0.10% | −154,627−42.8% | Reduced |
| Franklin Resources Inc | 206,485 | $27.7M | 0.01% | +11,510+5.9% | Added |
| Barlow Wealth Partners, Inc. | 205,696 | $27.6M | 2.98% | +537+0.3% | Added |
| Barclays PLC | 200,535 | $26.9M | 0.01% | +100,619+100.7% | Added |
| HighTower Advisors, LLC | 189,028 | $25.4M | 0.02% | −3,986−2.1% | Reduced |
| UBS Asset Management Americas Inc | 187,563 | $25.2M | 0.00% | +12,700+7.3% | Added |
| BNP Paribas Arbitrage, SA | 186,627 | $25.0M | 0.01% | +29,705+18.9% | Added |
| Alyeska Investment Group, L.P. | 171,137 | $23.0M | 0.06% | +160,331+1,483.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 169,929 | $22.8M | 0.05% | +32,685+23.8% | Added |
| Fenimore Asset Management Inc | 167,898 | $22.5M | 0.47% | +29,432+21.3% | Added |
| Segall Bryant & Hamill, LLC | 167,184 | $22.4M | 0.27% | +46,926+39.0% | Added |
| HRT Financial LP | 166,495 | $22.3M | 0.04% | +152,840+1,119.3% | Added |
| Argent Capital Management LLC | 164,129 | $22.0M | 0.70% | −38,293−18.9% | Reduced |
| Nuveen, LLC | 163,937 | $22.0M | 0.01% | +46,740+39.9% | Added |
| Rhumbline Advisers | 152,433 | $20.4M | 0.02% | −4,415−2.8% | Reduced |
| JPMorgan Chase & Co | 148,128 | $20.0M | 0.00% | −10,336−6.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 132,289 | $17.7M | 0.03% | −139,771−51.4% | Reduced |
| Walleye Capital LLC | 125,338 | $16.8M | 0.08% | +122,550+4,395.6% | Added |
| Principal Financial Group Inc | 123,130 | $16.5M | 0.01% | +1,397+1.1% | Added |
| GHP Investment Advisors, Inc. | 119,657 | $16.0M | 0.59% | +860+0.7% | Added |
| Brown Advisory Inc | 118,776 | $15.9M | 0.02% | −3,387−2.8% | Reduced |
| Flputnam Investment Management Co | 109,973 | $14.8M | 0.18% | −63,559−36.6% | Reduced |
| Swiss National Bank | 109,336 | $14.7M | 0.01% | +1,500+1.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 96,879 | $13.0M | 0.01% | +7,780+8.7% | Added |
| Ameriprise Financial Inc | 94,646 | $12.7M | 0.00% | −10,531−10.0% | Reduced |
| New York State Common Retirement Fund | 92,125 | $12.4M | 0.02% | +1,500+1.7% | Added |
| Alps Advisors Inc | 91,702 | $12.3M | 0.06% | +2,378+2.7% | Added |
| California Public Employees Retirement System | 87,413 | $11.7M | 0.01% | −19,961−18.6% | Reduced |
| Two Sigma Investments, LP | 85,383 | $11.5M | 0.01% | −20,899−19.7% | Reduced |
| Montanaro Asset Management Ltd | 82,934 | $11.1M | 3.51% | −15,316−15.6% | Reduced |
| Whittier Trust Co | 77,994 | $11.1M | 0.11% | −228−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 80,822 | $10.8M | 0.10% | −1,752−2.1% | Reduced |
| MUFG Securities EMEA plc | 79,700 | $10.7M | 0.11% | +79,700 | New |
| Squarepoint Ops LLC | 78,512 | $10.5M | 0.02% | +61,321+356.7% | Added |
| Renaissance Technologies LLC | 76,000 | $10.2M | 0.01% | +76,000 | New |
| Alliancebernstein L.P. | 69,903 | $10.0M | 0.00% | +75+0.1% | Added |
| Legal & General Group Plc | 73,667 | $9.88M | 0.00% | −2,504−3.3% | Reduced |
| Prana Capital Management, LP | 71,882 | $9.64M | 0.29% | +71,882 | New |
| Jain Global LLC | 71,415 | $9.58M | 0.11% | −19,168−21.2% | Reduced |
| Russell Investments Group, Ltd. | 69,161 | $9.28M | 0.01% | +6,342+10.1% | Added |
| Crawford Fund Management, LLC | 68,431 | $9.18M | 2.82% | +17,900+35.4% | Added |
| T. Rowe Price Investment Management, Inc. | 68,030 | $9.13M | 0.01% | −72,020−51.4% | Reduced |
| Interval Partners, LP | 67,227 | $9.02M | 0.29% | −102,781−60.5% | Reduced |