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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
Lido Advisors, LLC7,156$476.0K0.01%––
BCJ Capital Management, LLC7,184$478.0K0.06%––
SEI Investments Co7,207$479.0K0.00%––
Handelsbanken Fonder AB7,358$489.0K0.00%––
Amalgamated Bank7,370$490.0K0.02%––
Integrated Investment Consultants, LLC7,534$501.0K0.17%––
Allianz Asset Management GmbH7,615$506.0K0.00%––
Bridgefront Capital, LLC7,752$516.0K0.16%––
Whittier Trust Co of Nevada Inc8,122$540.0K0.02%––
Commerce Bank8,147$542.0K0.00%––
Interval Partners, LP8,273$550.0K0.04%––
FourThought Financial, LLC8,362$556.0K0.08%––
Brookstone Capital Management8,453$562.0K0.02%––
Mountain Capital Investment Advisors, Inc8,595$562.0K0.28%––
Illinois Municipal Retirement Fund8,533$568.0K0.02%––
AXA S.A.8,600$572.0K0.00%––
Magnetar Financial LLC8,828$587.0K0.01%––
BNP Paribas Arbitrage, SA8,966$596.3K0.00%––
Connable Office Inc9,257$616.0K0.09%––
State Board of Administration of Florida Retirement System10,378$690.0K0.00%––
Argent Capital Management LLC10,386$691.0K0.02%––
SG Americas Securities, LLC10,501$698.0K0.00%––
Acadian Asset Management LLC10,669$710.0K0.00%––
Principal Financial Group Inc11,042$734.0K0.00%––
Martingale Asset Management L P11,211$747.0K0.01%––
Voya Financial Advisors, Inc.11,269$758.0K0.03%––
Voloridge Investment Management, LLC12,010$799.0K0.01%––
O'Shaughnessy Asset Management, LLC12,264$815.0K0.02%––
Caxton Associates LP12,535$834.0K0.08%––
Teamwork Financial Advisors, LLC12,676$843.0K0.20%––
MML Investors Services, LLC12,729$847.0K0.01%––
AE Wealth Management LLC12,772$849.0K0.01%––
Pallas Capital Advisors LLC13,003$869.0K0.19%––
FIL Ltd13,168$876.0K0.00%––
ProShare Advisors LLC13,834$920.0K0.00%––
Jackson Creek Investment Advisors LLC14,085$937.0K0.32%––
Metropolitan Life Insurance Co14,278$949.6K0.01%––
Glenmede Trust Co NA14,412$958.0K0.01%––
LPL Financial LLC14,464$962.0K0.00%––
Alpine Woods Capital Investors, LLC14,729$980.0K0.11%––
Arizona State Retirement System14,939$994.0K0.01%––
Geneos Wealth Management Inc.15,315$1.01M0.03%––
Cubist Systematic Strategies, LLC15,499$1.03M0.01%––
Ameritas Investment Partners, Inc.16,011$1.07M0.04%––
Bokf, NA16,538$1.10M0.02%––
Prudential Financial Inc16,588$1.10M0.00%––
Duality Advisers, LP18,053$1.20M0.10%––
Polianta Ltd18,500$1.23M0.68%––
Bank of Montreal18,911$1.25M0.00%––
Whittier Trust Co19,381$1.29M0.03%––
Globeflex Capital L P19,560$1.30M0.24%––
MetLife Investment Management20,096$1.34M0.01%––
Cannell Peter B & Co Inc20,100$1.34M0.04%––
Cna Financial Corp20,741$1.38M0.42%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20,756$1.38M0.15%––
Skandinaviska Enskilda Banken AB (publ)20,800$1.38M0.01%––
Fifth Third Bancorp20,849$1.39M0.01%––
NN Investment Partners Holdings N.V.21,200$1.41M0.01%––
AQR Capital Management LLC21,412$1.42M0.00%––
Regions Financial Corp21,720$1.45M0.01%––
US Bancorp22,162$1.47M0.00%––
Voya Investment Management LLC22,472$1.50M0.00%––
First Republic Investment Management, Inc.22,569$1.50M0.00%––
Advisor Group Holdings, Inc.23,785$1.58M0.00%––
Winton Group Ltd23,898$1.59M0.09%––
Gyon Technologies Capital Management, LP24,195$1.61M0.70%––
Intercontinental Wealth Advisors, LLC24,712$1.64M0.36%––
Harbor Advisors LLC25,000$1.66M0.37%––
Manufacturers Life Insurance Company, The29,239$1.95M0.00%––
American International Group, Inc.30,171$2.01M0.01%––
HighTower Advisors, LLC30,257$2.02M0.01%––
Royal Bank of Canada31,382$2.09M0.00%––
Brinker Capital Investments, LLC31,419$2.09M0.03%––
Alphasimplex Group, LLC31,814$2.12M0.88%––
Mirae Asset Global Investments Co., Ltd.32,890$2.19M0.01%––
Legal & General Group Plc34,830$2.32M0.00%––
Connor, Clark & Lunn Investment Management Ltd.36,813$2.45M0.01%––
Oppenheimer Asset Management Inc.37,695$2.51M0.04%––
O'Shares Investment Advisers, LLC38,089$2.53M0.19%––
Deutsche Bank AG39,416$2.62M0.00%––
State of New Jersey Common Pension Fund D39,734$2.64M0.01%––
Walled Lake Planning & Wealth Management, LLC40,156$2.67M1.85%––
AlphaCrest Capital Management LLC41,000$2.73M0.15%––
Truist Financial Corp42,407$2.82M0.00%––
Man Group plc42,763$2.84M0.01%––
Credit Suisse AG44,096$2.93M0.00%––
Segall Bryant & Hamill, LLC49,328$3.28M0.03%––
Summit Global Investments49,461$3.29M0.21%––
Swedbank AB50,000$3.33M0.01%––
BBVA USA Bancshares, Inc.50,281$3.35M0.16%––
Barclays PLC50,976$3.39M0.00%––
Invesco Ltd.52,553$3.50M0.00%––
UBS Asset Management Americas Inc55,399$3.68M0.00%––
Mondrian Investment Partners LTD57,889$3.84M0.08%––
Triasima Portfolio Management inc.58,290$3.88M0.20%––
JPMorgan Chase & Co61,610$4.10M0.00%––
Pictet Asset Management Ltd62,856$4.18M0.01%––
Tudor Investment Corp Et Al64,024$4.26M0.09%––
APG Asset Management N.V.79,424$4.50M0.01%––
Weil Company, Inc.71,858$4.78M2.71%––