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