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, Q2 2021
Institutional positions in Houlihan Lokey, Inc. as of Jun 30, 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
- 302
- +28 vs. Q1 2021
- Shares held
- 52.6M
- +500.0K (+1.0%) vs. Q1 2021
- Total value
- $4.31B
- +$837.5M (+24.1%) vs. Q1 2021
- New holders
- 55
- 98 more added
- Sold out
- 27
- 112 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $7.40B |
| Q1 2026 | 547 | $7.72B |
| Q4 2025 | 579 | $9.30B |
| Q3 2025 | 553 | $10.9B |
| Q2 2025 | 549 | $9.93B |
| Q1 2025 | 525 | $8.60B |
| Q4 2024 | 506 | $9.29B |
| Q3 2024 | 452 | $8.36B |
| Q2 2024 | 416 | $7.19B |
| Q1 2024 | 399 | $6.81B |
| Q4 2023 | 393 | $6.45B |
| Q3 2023 | 338 | $5.39B |
| Q2 2023 | 331 | $4.92B |
| Q1 2023 | 330 | $4.40B |
| Q4 2022 | 335 | $4.35B |
| Q3 2022 | 323 | $3.71B |
| Q2 2022 | 324 | $3.86B |
| Q1 2022 | 343 | $4.42B |
| Q4 2021 | 344 | $5.21B |
| Q3 2021 | 308 | $4.78B |
| Q2 2021 | 302 | $4.31B |
| Q1 2021 | 276 | $3.47B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,117,884 | $418.6M | 0.01% | +37,814+0.7% | Added |
| BlackRock Inc. | 4,382,416 | $358.4M | 0.01% | −231,055−5.0% | Reduced |
| Earnest Partners LLC | 3,702,102 | $302.8M | 1.78% | +43,928+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,535,031 | $289.1M | 0.71% | +412,298+13.2% | Added |
| Burgundy Asset Management Ltd. | 1,583,648 | $129.5M | 1.26% | −16,952−1.1% | Reduced |
| Fiduciary Management Inc | 1,580,505 | $129.3M | 0.95% | +292,994+22.8% | Added |
| Van Berkom & Associates Inc. | 1,501,848 | $122.8M | 3.37% | −272,220−15.3% | Reduced |
| Neuberger Berman Group LLC | 1,434,431 | $117.3M | 0.10% | −74,212−4.9% | Reduced |
| Price T Rowe Associates Inc | 1,428,917 | $116.9M | 0.01% | +875+0.1% | Added |
| Bank of America Corp | 1,401,388 | $114.6M | 0.01% | −26,278−1.8% | Reduced |
| Alliancebernstein L.P. | 1,390,052 | $113.7M | 0.05% | +72,217+5.5% | Added |
| Ameriprise Financial Inc | 1,345,773 | $110.1M | 0.03% | −17,645−1.3% | Reduced |
| Bamco Inc | 1,302,376 | $106.5M | 0.24% | +2,394+0.2% | Added |
| State Street Corp | 1,083,618 | $88.6M | 0.00% | +33,349+3.2% | Added |
| Northern Trust Corp | 870,373 | $71.2M | 0.01% | −35,111−3.9% | Reduced |
| Atlanta Capital Management Co L L C | 866,254 | $70.9M | 0.24% | −19,147−2.2% | Reduced |
| Geode Capital Management, LLC | 861,085 | $70.4M | 0.01% | +27,017+3.2% | Added |
| First Trust Advisors LP | 824,161 | $67.4M | 0.07% | −149,304−15.3% | Reduced |
| Wells Fargo & Company | 773,257 | $63.2M | 0.01% | −142,812−15.6% | Reduced |
| Schroder Investment Management Group | 762,062 | $62.3M | 0.08% | −182,165−19.3% | Reduced |
| Dimensional Fund Advisors LP | 749,788 | $61.3M | 0.02% | −3,330−0.4% | Reduced |
| Nordea Investment Management AB | 701,610 | $57.4M | 0.08% | +122,366+21.1% | Added |
| GW&K Investment Management, LLC | 666,122 | $54.5M | 0.47% | +734+0.1% | Added |
| Goldman Sachs Group Inc | 614,757 | $50.3M | 0.01% | −19,774−3.1% | Reduced |
| Franklin Resources Inc | 605,589 | $49.5M | 0.02% | −10.0% | Reduced |
| New York State Common Retirement Fund | 533,063 | $43.6M | 0.05% | −5,457−1.0% | Reduced |
| Royce & Associates LP | 523,135 | $42.8M | 0.29% | −68,926−11.6% | Reduced |
| Clearbridge Investments, LLC | 513,699 | $42.0M | 0.03% | +129,369+33.7% | Added |
| Jennison Associates LLC | 424,640 | $34.7M | 0.02% | −21,511−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 419,960 | $34.3M | 0.01% | +15,119+3.7% | Added |
| Norges Bank | 413,735 | $33.8M | 0.01% | −25,467−5.8% | Reduced |
| Ariel Investments, LLC | 405,703 | $33.2M | 0.31% | +7,266+1.8% | Added |
| FMR LLC | 375,265 | $30.7M | 0.00% | −80,512−17.7% | Reduced |
| Bank of New York Mellon Corp | 335,792 | $27.5M | 0.01% | +15,024+4.7% | Added |
| Eagle Asset Management Inc | 302,102 | $24.7M | 0.11% | +3,089+1.0% | Added |
| Emerald Mutual Fund Advisers Trust | 298,690 | $24.4M | 0.80% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 297,343 | $24.3M | 1.88% | −526−0.2% | Reduced |
| Thrivent Financial for Lutherans | 293,771 | $24.0M | 0.05% | +293,771 | New |
| Natixis Advisors, L.P. | 282,468 | $23.1M | 0.11% | +15,417+5.8% | Added |
| UBS Group AG | 279,324 | $22.8M | 0.01% | −22,199−7.4% | Reduced |
| Ancora Advisors, LLC | 271,745 | $22.2M | 0.58% | +5,965+2.2% | Added |
| Robeco Institutional Asset Management B.V. | 249,834 | $20.4M | 0.05% | −7,326−2.8% | Reduced |
| Emerald Advisers, LLC | 242,880 | $19.9M | 0.72% | −27,200−10.1% | Reduced |
| Envestnet Asset Management Inc | 241,162 | $19.7M | 0.01% | +23,915+11.0% | Added |
| Renaissance Technologies LLC | 214,700 | $17.6M | 0.02% | +124,700+138.6% | Added |
| Eaton Vance Management | 198,238 | $16.2M | 0.02% | +41,153+26.2% | Added |
| Nuveen Asset Management, LLC | 182,411 | $14.9M | 0.00% | −6,467−3.4% | Reduced |
| Montanaro Asset Management Ltd | 181,300 | $14.8M | 1.87% | +3,000+1.7% | Added |
| Flputnam Investment Management Co | 178,289 | $14.6M | 0.50% | +4,331+2.5% | Added |
| Hilton Capital Management, LLC | 175,902 | $14.4M | 1.52% | −240.0% | Reduced |
| D. E. Shaw & Co., Inc. | 172,602 | $14.1M | 0.02% | +90,482+110.2% | Added |
| Parametric Portfolio Associates LLC | 170,522 | $13.9M | 0.01% | +6,210+3.8% | Added |
| Pier Capital, LLC | 163,538 | $13.4M | 1.34% | −22,302−12.0% | Reduced |
| Morgan Stanley | 163,313 | $13.4M | 0.00% | −4,842−2.9% | Reduced |
| Millennium Management LLC | 144,674 | $11.8M | 0.02% | +144,674 | New |
| Polen Capital Management LLC | 134,682 | $11.0M | 0.02% | +8,401+6.7% | Added |
| M&G Investment Management Ltd | 128,913 | $10.6M | 0.06% | +128,913 | New |
| Grandeur Peak Global Advisors, LLC | 127,336 | $10.4M | 0.50% | +7,000+5.8% | Added |
| California Public Employees Retirement System | 119,129 | $9.74M | 0.01% | −9,437−7.3% | Reduced |
| Swiss National Bank | 113,536 | $9.29M | 0.01% | −3,800−3.2% | Reduced |
| West Coast Financial LLC | 112,678 | $9.22M | 1.50% | −1,478−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 110,247 | $9.02M | 0.73% | +12,271+12.5% | Added |
| Russell Investments Group, Ltd. | 104,688 | $8.56M | 0.01% | +13,968+15.4% | Added |
| Citadel Advisors LLC | 98,219 | $8.03M | 0.01% | +98,219 | New |
| Crawford Investment Counsel Inc | 90,146 | $7.37M | 0.15% | +8,240+10.1% | Added |
| Voloridge Investment Management, LLC | 86,745 | $7.09M | 0.05% | +74,735+622.3% | Added |
| NFJ Investment Group, LLC | 85,906 | $7.03M | 0.13% | −9,493−10.0% | Reduced |
| Vestcor Inc | 83,709 | $6.85M | 0.23% | +9,834+13.3% | Added |
| Rhumbline Advisers | 82,498 | $6.75M | 0.01% | +3,518+4.5% | Added |
| Artemis Investment Management LLP | 79,765 | $6.53M | 0.06% | +79,765 | New |
| Stifel Financial Corp | 79,402 | $6.49M | 0.01% | +4,035+5.4% | Added |
| Raymond James & Associates | 78,945 | $6.46M | 0.01% | −5,015−6.0% | Reduced |
| Weil Company, Inc. | 74,957 | $6.13M | 3.10% | +3,099+4.3% | Added |
| Public Employees Retirement System of Ohio | 74,048 | $6.06M | 0.02% | +191+0.3% | Added |
| STRS Ohio | 72,200 | $5.91M | 0.02% | −1,700−2.3% | Reduced |
| California State Teachers Retirement System | 71,625 | $5.86M | 0.01% | −6,456−8.3% | Reduced |
| Mutual of America Capital Management LLC | 69,237 | $5.66M | 0.06% | −2,982−4.1% | Reduced |
| Azora Capital LP | 66,538 | $5.44M | 0.85% | +66,538 | New |
| Federated Hermes, Inc. | 62,325 | $5.10M | 0.01% | −27,655−30.7% | Reduced |
| Pictet Asset Management Ltd | 62,307 | $5.10M | 0.01% | −549−0.9% | Reduced |
| Man Group plc | 60,801 | $4.97M | 0.02% | +18,038+42.2% | Added |
| Interval Partners, LP | 60,432 | $4.94M | 0.30% | +52,159+630.5% | Added |
| UBS Asset Management Americas Inc | 59,647 | $4.88M | 0.00% | +4,248+7.7% | Added |
| Holocene Advisors, LP | 57,933 | $4.74M | 0.03% | −17,805−23.5% | Reduced |
| Mondrian Investment Partners LTD | 57,889 | $4.74M | 0.09% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 56,124 | $4.59M | 0.00% | −5,486−8.9% | Reduced |
| Invesco Ltd. | 52,831 | $4.32M | 0.00% | +278+0.5% | Added |
| Segall Bryant & Hamill, LLC | 52,490 | $4.29M | 0.04% | +3,162+6.4% | Added |
| Triasima Portfolio Management inc. | 48,040 | $3.93M | 0.19% | −10,250−17.6% | Reduced |
| Summit Global Investments | 47,768 | $3.91M | 0.23% | −1,693−3.4% | Reduced |
| BBVA USA | 46,905 | $3.84M | 0.21% | +46,905 | New |
| Credit Suisse AG | 46,892 | $3.80M | 0.00% | +2,796+6.3% | Added |
| Deutsche Bank AG | 41,644 | $3.41M | 0.00% | +2,228+5.7% | Added |
| Truist Financial Corp | 41,472 | $3.39M | 0.01% | −935−2.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 40,611 | $3.32M | 2.16% | +455+1.1% | Added |
| FineMark National Bank & Trust | 39,340 | $3.22M | 0.13% | +39,340 | New |
| Oppenheimer Asset Management Inc. | 38,904 | $3.18M | 0.05% | +1,209+3.2% | Added |
| O'Shares Investment Advisers, LLC | 37,850 | $3.10M | 0.22% | −239−0.6% | Reduced |
| Squarepoint Ops LLC | 36,407 | $2.98M | 0.02% | +36,407 | New |
| Swedbank AB | 35,000 | $2.86M | 0.01% | −15,000−30.0% | Reduced |