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