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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 $7.40B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Houlihan Lokey, Inc. as of Mar 31, 2021. 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
276
No complete 13F data for Q4 2020
Shares held
52.2M
No complete 13F data for Q4 2020
Total value
$3.47B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 276 institutions
Q1 2021: 276 institutionsQ2 2021: 302 institutionsQ3 2021: 308 institutionsQ4 2021: 344 institutionsQ1 2022: 343 institutionsQ2 2022: 324 institutionsQ3 2022: 323 institutionsQ4 2022: 335 institutionsQ1 2023: 330 institutionsQ2 2023: 331 institutionsQ3 2023: 338 institutionsQ4 2023: 393 institutionsQ1 2024: 399 institutionsQ2 2024: 416 institutionsQ3 2024: 452 institutionsQ4 2024: 506 institutionsQ1 2025: 525 institutionsQ2 2025: 549 institutionsQ3 2025: 553 institutionsQ4 2025: 579 institutionsQ1 2026: 547 institutionsQ2 2026: 520 institutions
Value heldQ1 2021: $3.47B
Q1 2021: $3.47BQ2 2021: $4.31BQ3 2021: $4.78BQ4 2021: $5.21BQ1 2022: $4.42BQ2 2022: $3.86BQ3 2022: $3.71BQ4 2022: $4.35BQ1 2023: $4.40BQ2 2023: $4.92BQ3 2023: $5.39BQ4 2023: $6.45BQ1 2024: $6.81BQ2 2024: $7.19BQ3 2024: $8.36BQ4 2024: $9.29BQ1 2025: $8.60BQ2 2025: $9.93BQ3 2025: $10.9BQ4 2025: $9.30BQ1 2026: $7.72BQ2 2026: $7.40B
Institutions holding HLI and their total value by quarter
QuarterHoldersValue
Q2 2026520$7.40B
Q1 2026547$7.72B
Q4 2025579$9.30B
Q3 2025553$10.9B
Q2 2025549$9.93B
Q1 2025525$8.60B
Q4 2024506$9.29B
Q3 2024452$8.36B
Q2 2024416$7.19B
Q1 2024399$6.81B
Q4 2023393$6.45B
Q3 2023338$5.39B
Q2 2023331$4.92B
Q1 2023330$4.40B
Q4 2022335$4.35B
Q3 2022323$3.71B
Q2 2022324$3.86B
Q1 2022343$4.42B
Q4 2021344$5.21B
Q3 2021308$4.78B
Q2 2021302$4.31B
Q1 2021276$3.47B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HLI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,080,070$337.9M0.01%––
BlackRock Inc.4,613,471$306.8M0.01%––
Earnest Partners LLC3,658,174$243.3M1.45%––
Kayne Anderson Rudnick Investment Management LLC3,122,733$207.7M0.56%––
Van Berkom & Associates Inc.1,774,068$118.0M2.58%––
Burgundy Asset Management Ltd.1,600,600$106.5M1.08%––
Neuberger Berman Group LLC1,508,643$100.3M0.10%––
Price T Rowe Associates Inc1,428,042$95.0M0.01%––
Bank of America Corp1,427,666$95.0M0.01%––
Ameriprise Financial Inc1,363,418$90.7M0.03%––
Alliancebernstein L.P.1,317,835$87.6M0.04%––
Bamco Inc1,299,982$86.5M0.21%––
Fiduciary Management Inc1,287,511$85.6M0.64%––
State Street Corp1,050,269$69.9M0.00%––
First Trust Advisors LP973,465$64.7M0.08%––
Schroder Investment Management Group944,227$62.8M0.08%––
Wells Fargo & Company916,069$60.9M0.01%––
Northern Trust Corp905,484$60.2M0.01%––
Atlanta Capital Management Co L L C885,401$58.9M0.21%––
Geode Capital Management, LLC834,068$55.5M0.01%––
Dimensional Fund Advisors LP753,118$50.1M0.02%––
GW&K Investment Management, LLC665,388$44.3M0.41%––
Goldman Sachs Group Inc634,531$42.2M0.01%––
Franklin Resources Inc605,590$40.3M0.02%––
Royce & Associates LP592,061$39.4M0.26%––
Nordea Investment Management AB579,244$38.9M0.06%––
New York State Common Retirement Fund538,520$35.8M0.04%––
FMR LLC455,777$30.3M0.00%––
Jennison Associates LLC446,151$29.7M0.02%––
Norges Bank439,202$29.2M0.01%––
Charles Schwab Investment Management Inc404,841$26.9M0.01%––
Ariel Investments, LLC398,437$26.5M0.26%––
Clearbridge Investments, LLC384,330$25.6M0.02%––
Bank of New York Mellon Corp320,768$21.3M0.00%––
TimesSquare Capital Management, LLC310,825$20.7M0.18%––
Eagle Asset Management Inc299,013$20.5M0.09%––
UBS Group AG301,523$20.1M0.01%––
Emerald Mutual Fund Advisers Trust298,690$19.9M0.66%––
Woodley Farra Manion Portfolio Management Inc297,869$19.8M1.66%––
Emerald Advisers, LLC270,080$18.0M0.65%––
Natixis Advisors, L.P.267,051$17.8M0.09%––
Ancora Advisors, LLC265,780$17.7M0.49%––
Robeco Institutional Asset Management B.V.257,160$17.1M0.04%––
Envestnet Asset Management Inc217,247$14.4M0.01%––
Nuveen Asset Management, LLC188,878$12.6M0.00%––
Pier Capital, LLC185,840$12.4M1.17%––
Montanaro Asset Management Ltd178,300$11.9M1.75%––
Hilton Capital Management, LLC175,926$11.7M1.27%––
Flputnam Investment Management Co173,958$11.6M0.51%––
Morgan Stanley168,155$11.2M0.00%––
Parametric Portfolio Associates LLC164,312$10.9M0.01%––
Eaton Vance Management157,085$10.4M0.02%––
Prudential PLC134,250$8.93M0.06%––
California Public Employees Retirement System128,566$8.55M0.01%––
Polen Capital Management LLC126,281$8.40M0.02%––
Grandeur Peak Global Advisors, LLC120,336$8.00M0.44%––
Swiss National Bank117,336$7.80M0.01%––
West Coast Financial LLC114,156$7.59M1.32%––
GHP Investment Advisors, Inc.97,976$6.52M0.57%––
NFJ Investment Group, LLC95,399$6.34M0.13%––
Russell Investments Group, Ltd.90,720$6.03M0.01%––
Renaissance Technologies LLC90,000$5.99M0.01%––
Federated Hermes, Inc.89,980$5.99M0.01%––
Raymond James & Associates83,960$5.58M0.01%––
D. E. Shaw & Co., Inc.82,120$5.46M0.01%––
Crawford Investment Counsel Inc81,906$5.45M0.12%––
Citigroup Inc79,108$5.26M0.01%––
Rhumbline Advisers78,980$5.25M0.01%––
California State Teachers Retirement System78,081$5.19M0.01%––
Holocene Advisors, LP75,738$5.04M0.03%––
Stifel Financial Corp75,367$5.01M0.01%––
STRS Ohio73,900$4.92M0.02%––
Vestcor Inc73,875$4.91M0.18%––
Public Employees Retirement System of Ohio73,857$4.91M0.02%––
Mutual of America Capital Management LLC72,219$4.80M0.05%––
Weil Company, Inc.71,858$4.78M2.71%––
APG Asset Management N.V.79,424$4.50M0.01%––
Tudor Investment Corp Et Al64,024$4.26M0.09%––
Pictet Asset Management Ltd62,856$4.18M0.01%––
JPMorgan Chase & Co61,610$4.10M0.00%––
Triasima Portfolio Management inc.58,290$3.88M0.20%––
Mondrian Investment Partners LTD57,889$3.84M0.08%––
UBS Asset Management Americas Inc55,399$3.68M0.00%––
Invesco Ltd.52,553$3.50M0.00%––
Barclays PLC50,976$3.39M0.00%––
BBVA USA Bancshares, Inc.50,281$3.35M0.16%––
Swedbank AB50,000$3.33M0.01%––
Summit Global Investments49,461$3.29M0.21%––
Segall Bryant & Hamill, LLC49,328$3.28M0.03%––
Credit Suisse AG44,096$2.93M0.00%––
Man Group plc42,763$2.84M0.01%––
Truist Financial Corp42,407$2.82M0.00%––
AlphaCrest Capital Management LLC41,000$2.73M0.15%––
Walled Lake Planning & Wealth Management, LLC40,156$2.67M1.85%––
State of New Jersey Common Pension Fund D39,734$2.64M0.01%––
Deutsche Bank AG39,416$2.62M0.00%––
O'Shares Investment Advisers, LLC38,089$2.53M0.19%––
Oppenheimer Asset Management Inc.37,695$2.51M0.04%––
Connor, Clark & Lunn Investment Management Ltd.36,813$2.45M0.01%––
Legal & General Group Plc34,830$2.32M0.00%––