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 |
|---|---|---|---|---|---|
| Meristem Family Wealth, LLC | 5,600 | $458.0K | 0.07% | +5,600 | New |
| American Portfolios Advisors | 5,674 | $464.1K | 0.02% | +1,415+33.2% | Added |
| Hexavest Inc. | 5,747 | $470.0K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,822 | $476.0K | 0.01% | +1,365+30.6% | Added |
| Blair William & Co | 5,904 | $483.0K | 0.00% | −357−5.7% | Reduced |
| Public Employees Retirement Association of Colorado | 6,007 | $491.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 6,037 | $494.0K | 0.00% | −1,170−16.2% | Reduced |
| Janus Henderson Group PLC | 6,046 | $494.0K | 0.00% | +6,046 | New |
| IndexIQ Advisors LLC | 6,083 | $498.0K | 0.02% | +116+1.9% | Added |
| Verition Fund Management LLC | 6,279 | $514.0K | 0.01% | +662+11.8% | Added |
| Brookstone Capital Management | 6,280 | $519.0K | 0.01% | −2,173−25.7% | Reduced |
| Teacher Retirement System of Texas | 6,357 | $520.0K | 0.00% | +1,005+18.8% | Added |
| HSBC Holdings PLC | 6,416 | $524.0K | 0.00% | +1,610+33.5% | Added |
| FourThought Financial, LLC | 6,615 | $541.0K | 0.07% | −1,747−20.9% | Reduced |
| Lido Advisors, LLC | 6,845 | $560.0K | 0.01% | −311−4.3% | Reduced |
| BCJ Capital Management, LLC | 7,288 | $596.0K | 0.06% | +104+1.4% | Added |
| Mountain Capital Investment Advisors, Inc | 7,482 | $603.0K | 0.28% | −1,113−12.9% | Reduced |
| Jump Financial, LLC | 7,400 | $605.0K | 0.06% | +7,400 | New |
| Integrated Investment Consultants, LLC | 7,539 | $617.0K | 0.18% | +5+0.1% | Added |
| Allianz Asset Management GmbH | 7,615 | $623.0K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 7,878 | $644.0K | 0.09% | −1,379−14.9% | Reduced |
| Principal Financial Group Inc | 8,013 | $655.0K | 0.00% | −3,029−27.4% | Reduced |
| Argent Capital Management LLC | 8,031 | $657.0K | 0.02% | −2,355−22.7% | Reduced |
| Commerce Bank | 8,102 | $662.0K | 0.00% | −45−0.6% | Reduced |
| Engineers Gate Manager LP | 8,104 | $663.0K | 0.04% | +3,985+96.7% | Added |
| Guggenheim Capital LLC | 8,195 | $670.0K | 0.00% | +8,195 | New |
| Whittier Trust Co of Nevada Inc | 8,280 | $678.0K | 0.03% | +158+1.9% | Added |
| SG Americas Securities, LLC | 8,380 | $685.0K | 0.00% | −2,121−20.2% | Reduced |
| Illinois Municipal Retirement Fund | 8,533 | $698.0K | 0.03% | 00.0% | Unchanged |
| AXA S.A. | 8,600 | $703.0K | 0.00% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 8,643 | $707.0K | 0.00% | +2,046+31.0% | Added |
| Baird Financial Group, Inc. | 8,719 | $713.0K | 0.00% | +8,719 | New |
| Ergoteles LLC | 8,843 | $723.0K | 0.02% | +8,843 | New |
| HRT Financial LP | 9,296 | $760.0K | 0.01% | +9,296 | New |
| Handelsbanken Fonder AB | 9,458 | $774.0K | 0.00% | +2,100+28.5% | Added |
| Amalgamated Bank | 9,494 | $777.0K | 0.01% | +2,124+28.8% | Added |
| AQR Capital Management LLC | 10,044 | $821.0K | 0.00% | −11,368−53.1% | Reduced |
| Susquehanna International Group, LLP | 10,948 | $895.0K | 0.00% | +10,948 | New |
| Martingale Asset Management L P | 11,115 | $910.0K | 0.01% | −96−0.9% | Reduced |
| Geneos Wealth Management Inc. | 11,116 | $913.0K | 0.04% | −4,199−27.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,615 | $950.0K | 0.02% | −649−5.3% | Reduced |
| Acadian Asset Management LLC | 11,614 | $950.0K | 0.00% | +945+8.9% | Added |
| Capital Impact Advisors, LLC | 11,937 | $976.0K | 0.31% | +11,937 | New |
| Haverford Financial Services, Inc. | 12,155 | $994.0K | 0.24% | +12,155 | New |
| Origin Asset Management LLP | 12,166 | $995.0K | 0.11% | +12,166 | New |
| Teamwork Financial Advisors, LLC | 12,349 | $1.01M | 0.21% | −327−2.6% | Reduced |
| AE Wealth Management LLC | 12,444 | $1.02M | 0.01% | −328−2.6% | Reduced |
| Alphasimplex Group, LLC | 12,640 | $1.03M | 0.52% | −19,174−60.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 12,674 | $1.04M | 0.39% | −1,411−10.0% | Reduced |
| State Board of Administration of Florida Retirement System | 13,155 | $1.08M | 0.00% | +2,777+26.8% | Added |
| FIL Ltd | 13,418 | $1.10M | 0.00% | +250+1.9% | Added |
| ProShare Advisors LLC | 13,478 | $1.10M | 0.00% | −356−2.6% | Reduced |
| Jane Street Group, LLC | 13,588 | $1.11M | 0.00% | +7,291+115.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,815 | $1.13M | 0.00% | +8,304+150.7% | Added |
| Arizona State Retirement System | 14,004 | $1.15M | 0.01% | −935−6.3% | Reduced |
| Metropolitan Life Insurance Co | 14,048 | $1.15M | 0.02% | −230−1.6% | Reduced |
| MML Investors Services, LLC | 14,059 | $1.15M | 0.01% | +1,330+10.4% | Added |
| Glenmede Trust Co NA | 14,238 | $1.16M | 0.01% | −174−1.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 14,729 | $1.21M | 0.12% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 15,076 | $1.23M | 0.01% | +15,076 | New |
| Ameritas Investment Partners, Inc. | 15,873 | $1.30M | 0.05% | −138−0.9% | Reduced |
| Atria Investments LLC | 15,971 | $1.31M | 0.03% | +15,971 | New |
| Prudential Financial Inc | 16,379 | $1.34M | 0.00% | −209−1.3% | Reduced |
| Bank of Montreal | 16,643 | $1.35M | 0.00% | −2,268−12.0% | Reduced |
| LPL Financial LLC | 16,579 | $1.36M | 0.00% | +2,115+14.6% | Added |
| AlphaCrest Capital Management LLC | 17,172 | $1.40M | 0.06% | −23,828−58.1% | Reduced |
| Citigroup Inc | 17,351 | $1.42M | 0.00% | −61,757−78.1% | Reduced |
| Taylor Frigon Capital Management LLC | 17,374 | $1.42M | 0.44% | +17,374 | New |
| Renaissance Group LLC | 17,933 | $1.47M | 0.06% | +17,933 | New |
| Globeflex Capital L P | 17,954 | $1.47M | 0.26% | −1,606−8.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,424 | $1.51M | 0.15% | −2,332−11.2% | Reduced |
| MetLife Investment Management | 18,504 | $1.51M | 0.01% | −1,592−7.9% | Reduced |
| Cannell Peter B & Co Inc | 19,600 | $1.60M | 0.05% | −500−2.5% | Reduced |
| Davenport & Co LLC | 20,092 | $1.64M | 0.01% | +20,092 | New |
| Voya Investment Management LLC | 20,601 | $1.69M | 0.00% | −1,871−8.3% | Reduced |
| Whittier Trust Co | 20,661 | $1.69M | 0.03% | +1,280+6.6% | Added |
| Winton Group Ltd | 20,721 | $1.70M | 0.09% | −3,177−13.3% | Reduced |
| Cna Financial Corp | 20,741 | $1.70M | 0.48% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 20,800 | $1.70M | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 20,974 | $1.72M | 0.01% | +125+0.6% | Added |
| Barclays PLC | 20,993 | $1.72M | 0.00% | −29,983−58.8% | Reduced |
| NN Investment Partners Holdings N.V. | 21,200 | $1.73M | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 22,114 | $1.81M | 0.02% | +394+1.8% | Added |
| US Bancorp | 22,819 | $1.87M | 0.00% | +657+3.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 22,882 | $1.87M | 0.01% | −13,931−37.8% | Reduced |
| Gyon Technologies Capital Management, LP | 22,971 | $1.88M | 0.62% | −1,224−5.1% | Reduced |
| Tudor Investment Corp Et Al | 23,231 | $1.90M | 0.04% | −40,793−63.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 24,831 | $2.03M | 0.40% | +119+0.5% | Added |
| Harbor Advisors LLC | 25,000 | $2.04M | 0.40% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 26,055 | $2.13M | 0.02% | +10,556+68.1% | Added |
| Advisor Group Holdings, Inc. | 26,971 | $2.21M | 0.00% | +3,186+13.4% | Added |
| Occudo Quantitative Strategies LP | 27,998 | $2.29M | 0.35% | +27,998 | New |
| First Republic Investment Management, Inc. | 28,551 | $2.33M | 0.01% | +5,982+26.5% | Added |
| American International Group, Inc. | 29,110 | $2.38M | 0.01% | −1,061−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 29,162 | $2.38M | 0.00% | −77−0.3% | Reduced |
| HighTower Advisors, LLC | 31,254 | $2.57M | 0.01% | +997+3.3% | Added |
| Brinker Capital Investments, LLC | 32,167 | $2.63M | 0.03% | +748+2.4% | Added |
| Royal Bank of Canada | 32,680 | $2.67M | 0.00% | +1,298+4.1% | Added |
| State of New Jersey Common Pension Fund D | 34,270 | $2.80M | 0.01% | −5,464−13.8% | Reduced |
| Legal & General Group Plc | 34,958 | $2.86M | 0.00% | +128+0.4% | Added |