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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
Harbour Investments, Inc.2$00.00%––
Lindbrook Capital, LLC6$00.00%––
State of Wyoming5$00.00%––
Wealthcare Advisory Partners LLC15$1.00K0.00%––
Bedel Financial Consulting, Inc.21$1.00K0.00%––
CWM, LLC28$2.00K0.00%––
Allred Capital Management, LLC31$2.06K0.00%––
TCI Wealth Advisors, Inc.38$3.00K0.00%––
NEXT Financial Group, Inc59$4.00K0.00%––
Quadrant Capital Group LLC59$4.00K0.00%––
Valeo Financial Advisors, LLC58$4.00K0.00%––
Bellevue Asset Management, LLC53$4.00K0.00%––
Savior LLC79$5.00K0.01%––
Better Money Decisions, LLC68$5.00K0.01%––
First Manhattan Co100$6.00K0.00%––
ETF Managers Group, LLC96$6.00K0.00%––
Jones Financial Companies LLLP110$7.00K0.00%––
Institutional & Family Asset Management, LLC109$7.00K0.00%––
Global Retirement Partners, LLC104$7.00K0.00%––
Spire Wealth Management98$7.00K0.00%––
Crewe Advisors LLC132$9.00K0.00%––
Versant Capital Management, Inc144$10.0K0.00%––
IronBridge Private Wealth, LLC187$12.0K0.01%––
Central Trust Co200$13.0K0.00%––
Signaturefd, LLC209$14.0K0.00%––
KB Financial Partners, LLC216$14.0K0.01%––
C M Bidwell & Associates Ltd225$15.0K0.01%––
Federation des caisses Desjardins du Quebec269$17.9K0.00%––
Column Capital Advisors, LLC290$19.0K0.00%––
Lenox Wealth Advisors, LLC286$19.0K0.00%––
Van Eck Associates Corp308$20.0K0.00%––
Carolinas Wealth Consulting LLC294$20.0K0.00%––
Jackson, Grant Investment Advisers, Inc.353$23.0K0.01%––
TD Private Client Wealth LLC347$23.1K0.00%––
Lazard Asset Management LLC391$26.0K0.00%––
Parallel Advisors, LLC459$31.0K0.00%––
Heritage Wealth Management, LLC471$31.0K0.02%––
First Horizon Advisors, Inc.487$32.0K0.00%––
Arkadios Wealth Advisors481$32.0K0.01%––
Assetmark, Inc710$47.0K0.00%––
Steward Partners Investment Advisory, LLC757$50.3K0.00%––
Private Capital Group, LLC810$54.0K0.01%––
Meeder Asset Management Inc885$59.0K0.00%––
Evoke Wealth, LLC900$60.0K0.00%––
Bessemer Group Inc1,064$71.0K0.00%––
Rockefeller Capital Management L.P.1,218$81.0K0.00%––
FinTrust Capital Advisors, LLC1,300$86.0K0.02%––
Ci Investments Inc.1,353$90.0K0.00%––
Macquarie Group Ltd1,370$91.0K0.00%––
Huntington National Bank1,443$96.0K0.00%––
Harbor Investment Advisory, LLC1,496$99.0K0.01%––
Nisa Investment Advisors, LLC1,900$126.0K0.00%––
Quantbot Technologies LP2,459$163.0K0.02%––
Captrust Financial Advisors2,521$168.0K0.00%––
Proequities, Inc.2,535$169.0K0.01%––
First Bank & Trust2,618$174.0K0.09%––
Fulton Bank, N.A.3,057$203.0K0.01%––
Vestmark Advisory Solutions, Inc.3,376$225.0K0.02%––
American Century Companies Inc3,413$227.0K0.00%––
Qube Research & Technologies Ltd3,596$239.0K0.00%––
Comerica Bank3,455$241.0K0.00%––
Panagora Asset Management Inc3,730$248.0K0.00%––
Sowell Financial Services LLC3,790$254.0K0.01%––
XTX Topco Ltd3,901$259.0K0.13%––
Pearl River Capital, LLC3,951$263.0K0.08%––
Sawgrass Asset Management LLC4,016$267.0K0.02%––
Advisory Services Network, LLC4,024$267.0K0.01%––
Engineers Gate Manager LP4,119$274.0K0.01%––
Benjamin Edwards Inc4,216$280.0K0.21%––
American Portfolios Advisors4,259$283.3K0.01%––
The PNC Financial Services Group, Inc.4,340$288.0K0.00%––
Great West Life Assurance Co4,380$290.0K0.00%––
Convergence Investment Partners, LLC4,360$290.0K0.13%––
Weld Capital Management LLC4,388$292.0K0.12%––
New York State Teachers Retirement System4,400$293.0K0.00%––
Resources Management Corp4,421$294.0K0.04%––
Park Avenue Securities LLC4,457$296.0K0.01%––
Wealth Alliance4,491$299.0K0.08%––
James Investment Research Inc4,700$313.0K0.03%––
State of Wisconsin Investment Board4,800$319.0K0.00%––
HSBC Holdings PLC4,806$320.0K0.00%––
Capital Asset Advisory Services LLC4,813$320.0K0.05%––
Moneta Group Investment Advisors LLC4,932$328.0K0.02%––
Alps Advisors Inc4,986$332.0K0.00%––
QS Investors, LLC5,000$333.0K0.00%––
Tower Research Capital LLC (TRC)5,279$351.0K0.01%––
Teacher Retirement System of Texas5,352$356.0K0.00%––
Galvin, Gaustad & Stein, LLC5,465$363.0K0.04%––
Raymond James Financial Services Advisors, Inc.5,511$367.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)5,592$372.0K0.00%––
Verition Fund Management LLC5,617$374.0K0.01%––
Hexavest Inc.5,747$382.0K0.02%––
Intrust Bank NA5,978$397.0K0.06%––
IndexIQ Advisors LLC5,967$397.0K0.01%––
Public Employees Retirement Association of Colorado6,007$400.0K0.00%––
Blair William & Co6,261$416.0K0.00%––
Jane Street Group, LLC6,297$419.0K0.00%––
AMP Capital Investors Ltd6,597$439.0K0.00%––
Mackay Shields LLC6,799$453.0K0.00%––
Van Hulzen Asset Management, LLC7,100$472.0K0.08%––