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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
New York State Teachers Retirement System4,400$293.0K0.00%––
Weld Capital Management LLC4,388$292.0K0.12%––
Great West Life Assurance Co4,380$290.0K0.00%––
Convergence Investment Partners, LLC4,360$290.0K0.13%––
The PNC Financial Services Group, Inc.4,340$288.0K0.00%––
American Portfolios Advisors4,259$283.3K0.01%––
Benjamin Edwards Inc4,216$280.0K0.21%––
Engineers Gate Manager LP4,119$274.0K0.01%––
Sawgrass Asset Management LLC4,016$267.0K0.02%––
Advisory Services Network, LLC4,024$267.0K0.01%––
Pearl River Capital, LLC3,951$263.0K0.08%––
XTX Topco Ltd3,901$259.0K0.13%––
Sowell Financial Services LLC3,790$254.0K0.01%––
Panagora Asset Management Inc3,730$248.0K0.00%––
Comerica Bank3,455$241.0K0.00%––
Qube Research & Technologies Ltd3,596$239.0K0.00%––
American Century Companies Inc3,413$227.0K0.00%––
Vestmark Advisory Solutions, Inc.3,376$225.0K0.02%––
Fulton Bank, N.A.3,057$203.0K0.01%––
First Bank & Trust2,618$174.0K0.09%––
Proequities, Inc.2,535$169.0K0.01%––
Captrust Financial Advisors2,521$168.0K0.00%––
Quantbot Technologies LP2,459$163.0K0.02%––
Nisa Investment Advisors, LLC1,900$126.0K0.00%––
Harbor Investment Advisory, LLC1,496$99.0K0.01%––
Huntington National Bank1,443$96.0K0.00%––
Macquarie Group Ltd1,370$91.0K0.00%––
Ci Investments Inc.1,353$90.0K0.00%––
FinTrust Capital Advisors, LLC1,300$86.0K0.02%––
Rockefeller Capital Management L.P.1,218$81.0K0.00%––
Bessemer Group Inc1,064$71.0K0.00%––
Evoke Wealth, LLC900$60.0K0.00%––
Meeder Asset Management Inc885$59.0K0.00%––
Private Capital Group, LLC810$54.0K0.01%––
Steward Partners Investment Advisory, LLC757$50.3K0.00%––
Assetmark, Inc710$47.0K0.00%––
First Horizon Advisors, Inc.487$32.0K0.00%––
Arkadios Wealth Advisors481$32.0K0.01%––
Parallel Advisors, LLC459$31.0K0.00%––
Heritage Wealth Management, LLC471$31.0K0.02%––
Lazard Asset Management LLC391$26.0K0.00%––
TD Private Client Wealth LLC347$23.1K0.00%––
Jackson, Grant Investment Advisers, Inc.353$23.0K0.01%––
Van Eck Associates Corp308$20.0K0.00%––
Carolinas Wealth Consulting LLC294$20.0K0.00%––
Column Capital Advisors, LLC290$19.0K0.00%––
Lenox Wealth Advisors, LLC286$19.0K0.00%––
Federation des caisses Desjardins du Quebec269$17.9K0.00%––
C M Bidwell & Associates Ltd225$15.0K0.01%––
Signaturefd, LLC209$14.0K0.00%––
KB Financial Partners, LLC216$14.0K0.01%––
Central Trust Co200$13.0K0.00%––
IronBridge Private Wealth, LLC187$12.0K0.01%––
Versant Capital Management, Inc144$10.0K0.00%––
Crewe Advisors LLC132$9.00K0.00%––
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%––
First Manhattan Co100$6.00K0.00%––
ETF Managers Group, LLC96$6.00K0.00%––
Savior LLC79$5.00K0.01%––
Better Money Decisions, LLC68$5.00K0.01%––
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%––
TCI Wealth Advisors, Inc.38$3.00K0.00%––
Allred Capital Management, LLC31$2.06K0.00%––
CWM, LLC28$2.00K0.00%––
Wealthcare Advisory Partners LLC15$1.00K0.00%––
Bedel Financial Consulting, Inc.21$1.00K0.00%––
Harbour Investments, Inc.2$00.00%––
Lindbrook Capital, LLC6$00.00%––
State of Wyoming5$00.00%––
Harel Insurance Investments & Financial Services Ltd.680––––