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