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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.

Q3 2021 vs. Q2 2021

How the institutions holding Houlihan Lokey, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of HLI: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders3023308+9
Shares52.6M65.5K51.9M−714.1K (−1.4%)
Value$4.31B$5.36M$4.78B+$476.0M (+11.1%)

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held Houlihan Lokey, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to HLI in Q3 2021
InstitutionSharesValue% of portfolio
GWM Advisors LLC246,417$22.7M0.56%
Pictet Asset Management SA55,407$5.10M0.01%
Spectrum Management Group, LLC42,798$3.94M0.62%
Virginia Retirement Systems Et Al25,400$2.34M0.02%
Seizert Capital Partners, LLC19,823$1.83M0.08%
Aviva PLC18,969$1.75M0.01%
Bokf, NA16,957$1.56M0.03%
Twin Tree Management, LP13,791$1.27M0.04%
PEAK6 Investments LLC11,738$1.08M0.02%
Prudential PLC8,666$798.0K0.01%
Natixis8,071$743.0K0.00%
Blueshift Asset Management, LLC6,716$619.0K0.03%
Asset Management One Co.,Ltd.6,658$613.0K0.00%
Insight Folios Inc5,630$519.0K0.29%
Formidable Asset Management, LLC4,077$375.0K0.07%
Toroso Investments, LLC4,077$374.0K0.01%
Moloney Securities Asset Management, LLC3,267$301.0K0.05%
National Asset Management, Inc.3,042$279.0K0.01%
Laurel Wealth Advisors, Inc.2,870$264.0K0.05%
Qube Research & Technologies Ltd2,571$237.0K0.00%
Virtu Financial LLC2,532$233.0K0.02%
CWM Advisors, LLC2,442$225.0K0.03%
Cresset Asset Management, LLC2,310$213.0K0.00%
Two Sigma Advisers, LP2,300$212.0K0.00%
FDx Advisors, Inc.2,307$212.0K0.01%
One Wealth Advisors, LLC2,260$208.0K0.06%
Schonfeld Strategic Advisors LLC2,200$203.0K0.00%
Anchor Investment Management, LLC965$88.9K0.01%
Vigilant Capital Management, LLC311$29.0K0.00%
Lazard Asset Management LLC290$26.0K0.00%
Dark Forest Capital Management LP282$26.0K0.01%
Clearstead Advisors, LLC257$24.0K0.00%
Counterpoint Mutual Funds LLC217$20.0K0.02%
Allworth Financial LP116$11.0K0.00%
Brown Brothers Harriman & Co110$10.0K0.00%
Bell Investment Advisors, Inc78$7.00K0.00%
Country Trust Bank61$6.00K0.00%
Manchester Capital Management LLC29$3.00K0.00%

Sold out (29)

Institutions that held Houlihan Lokey, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Not filed for Q3 2021 yet (3)

Institutions that held Houlihan Lokey, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLI in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd62,307$5.10M
PNC Managed Account Solutions, Inc.3,142$257.0K
CWM, LLC28$2.00K