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 |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 830 | – | – | +150+22.1% | Added |
| Eagle Bay Advisors LLC | 1 | – | – | +1 | New |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −310,825−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −134,250−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −79,424−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −32,890−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −18,053−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −13,003−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −12,535−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,828−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,752−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −6,799−100.0% | Sold out |
| QS Investors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −4,388−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −4,360−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,951−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,901−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,596−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |