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, Q3 2021
Institutional positions in Houlihan Lokey, Inc. as of Sep 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
- 308
- +9 vs. Q2 2021
- Shares held
- 51.9M
- −714.1K (−1.4%) vs. Q2 2021
- Total value
- $4.78B
- +$476.0M (+11.1%) vs. Q2 2021
- New holders
- 38
- 120 more added
- Sold out
- 29
- 103 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,017,265 | $462.1M | 0.01% | −100,619−2.0% | Reduced |
| BlackRock Inc. | 4,147,891 | $382.0M | 0.01% | −234,525−5.4% | Reduced |
| Earnest Partners LLC | 3,672,022 | $338.2M | 2.07% | −30,080−0.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,534,325 | $325.5M | 0.79% | −7060.0% | Reduced |
| Burgundy Asset Management Ltd. | 1,615,859 | $148.8M | 1.46% | +32,211+2.0% | Added |
| Fiduciary Management Inc | 1,600,578 | $147.4M | 1.10% | +20,073+1.3% | Added |
| Alliancebernstein L.P. | 1,591,777 | $146.6M | 0.06% | +201,725+14.5% | Added |
| Price T Rowe Associates Inc | 1,424,108 | $131.2M | 0.01% | −4,809−0.3% | Reduced |
| Bank of America Corp | 1,408,958 | $129.8M | 0.01% | +7,570+0.5% | Added |
| Bamco Inc | 1,312,872 | $120.9M | 0.27% | +10,496+0.8% | Added |
| Neuberger Berman Group LLC | 1,266,253 | $116.6M | 0.10% | −168,178−11.7% | Reduced |
| Van Berkom & Associates Inc. | 1,232,683 | $113.5M | 3.44% | −269,165−17.9% | Reduced |
| Ameriprise Financial Inc | 1,173,408 | $108.1M | 0.03% | −172,365−12.8% | Reduced |
| State Street Corp | 1,067,022 | $98.3M | 0.01% | −16,596−1.5% | Reduced |
| Geode Capital Management, LLC | 979,992 | $90.3M | 0.01% | +118,907+13.8% | Added |
| Northern Trust Corp | 842,966 | $77.6M | 0.01% | −27,407−3.1% | Reduced |
| Wells Fargo & Company | 794,550 | $73.2M | 0.02% | +21,293+2.8% | Added |
| Atlanta Capital Management Co L L C | 772,349 | $71.1M | 0.25% | −93,905−10.8% | Reduced |
| First Trust Advisors LP | 757,876 | $69.8M | 0.08% | −66,285−8.0% | Reduced |
| Dimensional Fund Advisors LP | 756,311 | $69.7M | 0.02% | +6,523+0.9% | Added |
| Nordea Investment Management AB | 693,474 | $64.1M | 0.08% | −8,136−1.2% | Reduced |
| Schroder Investment Management Group | 653,767 | $60.2M | 0.10% | −108,295−14.2% | Reduced |
| Goldman Sachs Group Inc | 623,155 | $57.4M | 0.01% | +8,398+1.4% | Added |
| Franklin Resources Inc | 604,392 | $55.7M | 0.02% | −1,197−0.2% | Reduced |
| GW&K Investment Management, LLC | 578,059 | $53.2M | 0.48% | −88,063−13.2% | Reduced |
| New York State Common Retirement Fund | 522,675 | $48.1M | 0.05% | −10,388−1.9% | Reduced |
| Clearbridge Investments, LLC | 513,549 | $47.3M | 0.03% | −1500.0% | Reduced |
| Citadel Advisors LLC | 478,607 | $44.1M | 0.05% | +380,388+387.3% | Added |
| Charles Schwab Investment Management Inc | 425,226 | $39.2M | 0.01% | +5,266+1.3% | Added |
| Jennison Associates LLC | 420,274 | $38.7M | 0.03% | −4,366−1.0% | Reduced |
| Norges Bank | 392,035 | $36.1M | 0.01% | −21,700−5.2% | Reduced |
| Bank of New York Mellon Corp | 357,094 | $32.9M | 0.01% | +21,302+6.3% | Added |
| Royce & Associates LP | 347,289 | $32.0M | 0.24% | −175,846−33.6% | Reduced |
| SEI Investments Co | 314,223 | $28.9M | 0.06% | +308,186+5,105.0% | Added |
| Ariel Investments, LLC | 309,809 | $28.5M | 0.26% | −95,894−23.6% | Reduced |
| Natixis Advisors, L.P. | 303,576 | $28.0M | 0.11% | +21,108+7.5% | Added |
| Emerald Mutual Fund Advisers Trust | 298,690 | $27.5M | 0.95% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 287,552 | $26.5M | 0.05% | −6,219−2.1% | Reduced |
| FMR LLC | 284,651 | $26.2M | 0.00% | −90,614−24.1% | Reduced |
| Ancora Advisors, LLC | 272,936 | $25.1M | 0.65% | +1,191+0.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 272,759 | $25.1M | 2.08% | −24,584−8.3% | Reduced |
| UBS Group AG | 268,569 | $24.7M | 0.01% | −10,755−3.9% | Reduced |
| Envestnet Asset Management Inc | 253,373 | $23.3M | 0.01% | +12,211+5.1% | Added |
| Emerald Advisers, LLC | 251,723 | $23.2M | 0.84% | +8,843+3.6% | Added |
| GWM Advisors LLC | 246,417 | $22.7M | 0.56% | +246,417 | New |
| Eagle Asset Management Inc | 232,539 | $21.4M | 0.10% | −69,563−23.0% | Reduced |
| Eaton Vance Management | 227,238 | $20.9M | 0.03% | +29,000+14.6% | Added |
| Robeco Institutional Asset Management B.V. | 202,282 | $18.6M | 0.04% | −47,552−19.0% | Reduced |
| Morgan Stanley | 190,875 | $17.6M | 0.00% | +27,562+16.9% | Added |
| Montanaro Asset Management Ltd | 185,300 | $17.1M | 2.06% | +4,000+2.2% | Added |
| Flputnam Investment Management Co | 183,872 | $16.9M | 0.57% | +5,583+3.1% | Added |
| Nuveen Asset Management, LLC | 170,733 | $15.6M | 0.00% | −11,678−6.4% | Reduced |
| Parametric Portfolio Associates LLC | 166,892 | $15.4M | 0.01% | −3,630−2.1% | Reduced |
| Pier Capital, LLC | 160,211 | $14.8M | 1.53% | −3,327−2.0% | Reduced |
| Polen Capital Management LLC | 145,396 | $13.4M | 0.02% | +10,714+8.0% | Added |
| Hilton Capital Management, LLC | 142,238 | $13.1M | 1.28% | −33,664−19.1% | Reduced |
| Vestcor Inc | 141,013 | $13.0M | 0.47% | +57,304+68.5% | Added |
| M&G Investment Management Ltd | 129,064 | $11.9M | 0.06% | +151+0.1% | Added |
| California Public Employees Retirement System | 118,962 | $11.0M | 0.01% | −167−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 118,724 | $10.9M | 0.01% | −53,878−31.2% | Reduced |
| GHP Investment Advisors, Inc. | 115,190 | $10.6M | 0.84% | +4,943+4.5% | Added |
| Swiss National Bank | 113,536 | $10.5M | 0.01% | 00.0% | Unchanged |
| West Coast Financial LLC | 111,546 | $10.3M | 1.65% | −1,132−1.0% | Reduced |
| Rhumbline Advisers | 87,716 | $8.08M | 0.01% | +5,218+6.3% | Added |
| Russell Investments Group, Ltd. | 87,435 | $8.05M | 0.01% | −17,253−16.5% | Reduced |
| Grandeur Peak Global Advisors, LLC | 86,464 | $7.96M | 0.38% | −40,872−32.1% | Reduced |
| Raymond James & Associates | 80,437 | $7.41M | 0.01% | +1,492+1.9% | Added |
| Crawford Investment Counsel Inc | 80,166 | $7.38M | 0.15% | −9,980−11.1% | Reduced |
| Stifel Financial Corp | 78,719 | $7.25M | 0.01% | −683−0.9% | Reduced |
| Invesco Ltd. | 76,249 | $7.02M | 0.00% | +23,418+44.3% | Added |
| Artemis Investment Management LLP | 76,001 | $7.00M | 0.06% | −3,764−4.7% | Reduced |
| Renaissance Technologies LLC | 72,500 | $6.68M | 0.01% | −142,200−66.2% | Reduced |
| JPMorgan Chase & Co | 71,780 | $6.61M | 0.00% | +15,656+27.9% | Added |
| California State Teachers Retirement System | 69,699 | $6.42M | 0.01% | −1,926−2.7% | Reduced |
| NFJ Investment Group, LLC | 69,415 | $6.39M | 0.13% | −16,491−19.2% | Reduced |
| Voloridge Investment Management, LLC | 69,191 | $6.37M | 0.04% | −17,554−20.2% | Reduced |
| Public Employees Retirement System of Ohio | 69,145 | $6.37M | 0.02% | −4,903−6.6% | Reduced |
| Mutual of America Capital Management LLC | 68,252 | $6.29M | 0.06% | −985−1.4% | Reduced |
| UBS Asset Management Americas Inc | 65,952 | $6.07M | 0.00% | +6,305+10.6% | Added |
| Federated Hermes, Inc. | 65,581 | $6.04M | 0.01% | +3,256+5.2% | Added |
| Weil Company, Inc. | 64,336 | $5.92M | 3.08% | −10,621−14.2% | Reduced |
| Man Group plc | 60,441 | $5.57M | 0.02% | −360−0.6% | Reduced |
| Mondrian Investment Partners LTD | 57,935 | $5.34M | 0.11% | +46+0.1% | Added |
| Pictet Asset Management SA | 55,407 | $5.10M | 0.01% | +55,407 | New |
| Segall Bryant & Hamill, LLC | 53,927 | $4.97M | 0.05% | +1,437+2.7% | Added |
| Summit Global Investments | 53,141 | $4.89M | 0.37% | +5,373+11.2% | Added |
| STRS Ohio | 50,800 | $4.68M | 0.02% | −21,400−29.6% | Reduced |
| Credit Suisse AG | 49,566 | $4.57M | 0.00% | +2,674+5.7% | Added |
| Triasima Portfolio Management inc. | 48,040 | $4.42M | 0.24% | 00.0% | Unchanged |
| Deutsche Bank AG | 45,421 | $4.18M | 0.00% | +3,777+9.1% | Added |
| BBVA USA | 44,842 | $4.13M | 0.24% | −2,063−4.4% | Reduced |
| Ergoteles LLC | 44,049 | $4.06M | 0.15% | +35,206+398.1% | Added |
| Legal & General Group Plc | 43,974 | $4.05M | 0.00% | +9,016+25.8% | Added |
| Spectrum Management Group, LLC | 42,798 | $3.94M | 0.62% | +42,798 | New |
| Argent Capital Management LLC | 41,393 | $3.81M | 0.12% | +33,362+415.4% | Added |
| Walled Lake Planning & Wealth Management, LLC | 41,257 | $3.80M | 2.34% | +646+1.6% | Added |
| FineMark National Bank & Trust | 40,900 | $3.77M | 0.16% | +1,560+4.0% | Added |
| Truist Financial Corp | 39,521 | $3.64M | 0.01% | −1,951−4.7% | Reduced |
| Oppenheimer Asset Management Inc. | 38,939 | $3.59M | 0.05% | +35+0.1% | Added |
| Swedbank AB | 35,000 | $3.22M | 0.01% | 00.0% | Unchanged |