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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $1.00K | 0.00% | +12 | New |
| CWM, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 27 | $2.00K | 0.00% | +27 | New |
| Crewe Advisors LLC | 39 | $3.00K | 0.00% | −93−70.5% | Reduced |
| SRS Capital Advisors, Inc. | 36 | $3.00K | 0.00% | +36 | New |
| Heritage Wealth Management, LLC | 49 | $4.00K | 0.00% | −422−89.6% | Reduced |
| Bellevue Asset Management, LLC | 48 | $4.00K | 0.00% | −5−9.4% | Reduced |
| NEXT Financial Group, Inc | 55 | $5.00K | 0.00% | −4−6.8% | Reduced |
| Savior LLC | 79 | $6.00K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 68 | $6.00K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 87 | $7.00K | 0.00% | +28+47.5% | Added |
| Spire Wealth Management | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 98 | $8.00K | 0.00% | +60+157.9% | Added |
| Jones Financial Companies LLLP | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 109 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 104 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 107 | $9.00K | 0.00% | +107 | New |
| KB Financial Partners, LLC | 170 | $14.0K | 0.01% | −46−21.3% | Reduced |
| IronBridge Private Wealth, LLC | 187 | $15.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 212 | $17.0K | 0.00% | +3+1.4% | Added |
| C M Bidwell & Associates Ltd | 225 | $18.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 269 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 285 | $23.0K | 0.00% | −1−0.3% | Reduced |
| First Eagle Investment Management, LLC | 283 | $23.0K | 0.00% | +283 | New |
| Carolinas Wealth Consulting LLC | 294 | $24.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 290 | $24.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 306 | $25.0K | 0.01% | +162+112.5% | Added |
| TD Private Client Wealth LLC | 344 | $28.1K | 0.00% | −3−0.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 353 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 389 | $31.0K | 0.00% | −98−20.1% | Reduced |
| Exchange Traded Concepts, LLC | 390 | $32.0K | 0.00% | +390 | New |
| Arkadios Wealth Advisors | 484 | $39.0K | 0.00% | +3+0.6% | Added |
| Simplex Trading, LLC | 499 | $40.0K | 0.00% | +499 | New |
| Parallel Advisors, LLC | 502 | $41.0K | 0.00% | +43+9.4% | Added |
| Cullen/Frost Bankers, Inc. | 585 | $48.0K | 0.00% | +585 | New |
| Steward Partners Investment Advisory, LLC | 628 | $51.0K | 0.00% | −129−17.0% | Reduced |
| Assetmark, Inc | 710 | $58.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 726 | $59.0K | 0.00% | +418+135.7% | Added |
| Meeder Asset Management Inc | 844 | $69.0K | 0.00% | −41−4.6% | Reduced |
| Private Capital Group, LLC | 851 | $70.0K | 0.02% | +41+5.1% | Added |
| Evoke Wealth, LLC | 900 | $74.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,300 | $106.0K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,370 | $112.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,407 | $115.0K | 0.00% | −2,323−62.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,478 | $121.0K | 0.02% | −18−1.2% | Reduced |
| Parisi Gray Wealth Management | 1,561 | $128.0K | 0.05% | +1,561 | New |
| Huntington National Bank | 1,674 | $137.0K | 0.00% | +231+16.0% | Added |
| Islay Capital Management, LLC | 1,720 | $141.0K | 0.11% | +1,720 | New |
| Nisa Investment Advisors, LLC | 1,900 | $155.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,199 | $180.0K | 0.00% | +846+62.5% | Added |
| Versor Investments LP | 2,500 | $204.0K | 0.01% | +2,500 | New |
| State of Wyoming | 2,597 | $213.0K | 0.13% | +2,592+51,840.0% | Added |
| CIBC Asset Management Inc | 2,629 | $215.0K | 0.00% | +2,629 | New |
| Kestra Advisory Services, LLC | 2,679 | $219.0K | 0.00% | +2,679 | New |
| Proequities, Inc. | 2,690 | $220.0K | 0.01% | +155+6.1% | Added |
| Victory Capital Management Inc | 2,687 | $220.0K | 0.00% | +2,687 | New |
| First Bank & Trust | 2,790 | $228.0K | 0.11% | +172+6.6% | Added |
| Captrust Financial Advisors | 2,832 | $232.0K | 0.00% | +311+12.3% | Added |
| Xponance, Inc. | 2,845 | $233.0K | 0.00% | +2,845 | New |
| Mackenzie Financial Corp | 2,869 | $235.0K | 0.00% | +2,869 | New |
| Los Angeles Capital Management LLC | 3,040 | $249.0K | 0.00% | +3,040 | New |
| Private Advisor Group, LLC | 3,100 | $254.0K | 0.00% | +3,100 | New |
| Fulton Bank, N.A. | 3,135 | $256.0K | 0.01% | +78+2.6% | Added |
| Naples Global Advisors, LLC | 3,140 | $257.0K | 0.04% | +3,140 | New |
| PNC Managed Account Solutions, Inc. | 3,142 | $257.0K | 0.05% | +3,142 | New |
| Trexquant Investment LP | 3,412 | $279.0K | 0.02% | +3,412 | New |
| Sawgrass Asset Management LLC | 3,462 | $283.0K | 0.02% | −554−13.8% | Reduced |
| SkyOak Wealth, LLC | 3,455 | $283.0K | 0.08% | +3,455 | New |
| Van Hulzen Asset Management, LLC | 3,498 | $286.0K | 0.04% | −3,602−50.7% | Reduced |
| Comerica Bank | 3,305 | $286.0K | 0.00% | −150−4.3% | Reduced |
| Advisory Services Network, LLC | 3,522 | $288.0K | 0.01% | −502−12.5% | Reduced |
| BNP Paribas Arbitrage, SA | 3,575 | $292.4K | 0.00% | −5,391−60.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,686 | $301.0K | 0.01% | −1,593−30.2% | Reduced |
| WBI Investments | 3,808 | $311.0K | 0.05% | +3,808 | New |
| Gsa Capital Partners LLP | 3,973 | $325.0K | 0.04% | +3,973 | New |
| Vestmark Advisory Solutions, Inc. | 3,996 | $327.0K | 0.02% | +620+18.4% | Added |
| Great West Life Assurance Co | 4,040 | $330.0K | 0.00% | −340−7.8% | Reduced |
| Seven Eight Capital, LP | 4,100 | $335.0K | 0.05% | +4,100 | New |
| The PNC Financial Services Group, Inc. | 4,213 | $343.0K | 0.00% | −127−2.9% | Reduced |
| Wealth Alliance | 4,343 | $355.0K | 0.08% | −148−3.3% | Reduced |
| Voya Financial Advisors, Inc. | 4,401 | $357.0K | 0.05% | −6,868−60.9% | Reduced |
| New York State Teachers Retirement System | 4,400 | $360.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,434 | $363.0K | 0.00% | +4,434 | New |
| Capital Asset Advisory Services LLC | 4,463 | $365.0K | 0.04% | −350−7.3% | Reduced |
| Resources Management Corp | 4,466 | $365.0K | 0.05% | +45+1.0% | Added |
| Benjamin Edwards Inc | 4,490 | $367.0K | 0.25% | +274+6.5% | Added |
| Rockefeller Capital Management L.P. | 4,650 | $380.0K | 0.00% | +3,432+281.8% | Added |
| James Investment Research Inc | 4,700 | $384.0K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,732 | $387.0K | 0.02% | −200−4.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 4,742 | $388.0K | 0.04% | −723−13.2% | Reduced |
| Wellington Management Group LLP | 4,842 | $396.0K | 0.00% | +4,842 | New |
| Alps Advisors Inc | 4,986 | $408.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,133 | $420.0K | 0.00% | −459−8.2% | Reduced |
| American Century Companies Inc | 5,218 | $427.0K | 0.00% | +1,805+52.9% | Added |
| Intrust Bank NA | 5,436 | $444.0K | 0.06% | −542−9.1% | Reduced |
| GW Henssler & Associates Ltd | 5,430 | $444.0K | 0.03% | +5,430 | New |