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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.

Q2 2021 vs. Q1 2021

How the institutions holding Houlihan Lokey, Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of HLI: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders2762302+28
Shares52.2M66.8K52.6M+500.0K (+1.0%)
Value$3.47B$4.45M$4.31B+$837.5M (+24.1%)

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Houlihan Lokey, Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to HLI in Q2 2021
InstitutionSharesValue% of portfolio
Thrivent Financial for Lutherans293,771$24.0M0.05%
Millennium Management LLC144,674$11.8M0.02%
M&G Investment Management Ltd128,913$10.6M0.06%
Citadel Advisors LLC98,219$8.03M0.01%
Artemis Investment Management LLP79,765$6.53M0.06%
Azora Capital LP66,538$5.44M0.85%
BBVA USA46,905$3.84M0.21%
FineMark National Bank & Trust39,340$3.22M0.13%
Squarepoint Ops LLC36,407$2.98M0.02%
Occudo Quantitative Strategies LP27,998$2.29M0.35%
Davenport & Co LLC20,092$1.64M0.01%
Renaissance Group LLC17,933$1.47M0.06%
Taylor Frigon Capital Management LLC17,374$1.42M0.44%
Atria Investments LLC15,971$1.31M0.03%
Balyasny Asset Management LLC15,076$1.23M0.01%
Origin Asset Management LLP12,166$995.0K0.11%
Haverford Financial Services, Inc.12,155$994.0K0.24%
Capital Impact Advisors, LLC11,937$976.0K0.31%
Susquehanna International Group, LLP10,948$895.0K0.00%
HRT Financial LP9,296$760.0K0.01%
Ergoteles LLC8,843$723.0K0.02%
Baird Financial Group, Inc.8,719$713.0K0.00%
Guggenheim Capital LLC8,195$670.0K0.00%
Jump Financial, LLC7,400$605.0K0.06%
Janus Henderson Group PLC6,046$494.0K0.00%
Meristem Family Wealth, LLC5,600$458.0K0.07%
GW Henssler & Associates Ltd5,430$444.0K0.03%
Wellington Management Group LLP4,842$396.0K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.4,434$363.0K0.00%
Seven Eight Capital, LP4,100$335.0K0.05%
Gsa Capital Partners LLP3,973$325.0K0.04%
WBI Investments3,808$311.0K0.05%
SkyOak Wealth, LLC3,455$283.0K0.08%
Trexquant Investment LP3,412$279.0K0.02%
Naples Global Advisors, LLC3,140$257.0K0.04%
PNC Managed Account Solutions, Inc.3,142$257.0K0.05%
Private Advisor Group, LLC3,100$254.0K0.00%
Los Angeles Capital Management LLC3,040$249.0K0.00%
Mackenzie Financial Corp2,869$235.0K0.00%
Xponance, Inc.2,845$233.0K0.00%
Victory Capital Management Inc2,687$220.0K0.00%
Kestra Advisory Services, LLC2,679$219.0K0.00%
CIBC Asset Management Inc2,629$215.0K0.00%
Versor Investments LP2,500$204.0K0.01%
Islay Capital Management, LLC1,720$141.0K0.11%
Parisi Gray Wealth Management1,561$128.0K0.05%
Cullen/Frost Bankers, Inc.585$48.0K0.00%
Simplex Trading, LLC499$40.0K0.00%
Exchange Traded Concepts, LLC390$32.0K0.00%
First Eagle Investment Management, LLC283$23.0K0.00%
Northwestern Mutual Wealth Management Co107$9.00K0.00%
SRS Capital Advisors, Inc.36$3.00K0.00%
Liberty Wealth Management LLC27$2.00K0.00%
Glassman Wealth Services12$1.00K0.00%
Eagle Bay Advisors LLC1––

Sold out (27)

Institutions that held Houlihan Lokey, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Not filed for Q2 2021 yet (2)

Institutions that held Houlihan Lokey, Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLI in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
BBVA USA Bancshares, Inc.50,281$3.35M
Bokf, NA16,538$1.10M