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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $3.00K | 0.00% | +29 | New |
| Bellevue Asset Management, LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 57 | $5.00K | 0.00% | +21+58.3% | Added |
| Better Money Decisions, LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 52 | $6.00K | 0.00% | +25+92.6% | Added |
| Country Trust Bank | 61 | $6.00K | 0.00% | +61 | New |
| Bell Investment Advisors, Inc | 78 | $7.00K | 0.00% | +78 | New |
| First Manhattan Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 98 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 110 | $10.0K | 0.00% | +110 | New |
| Allworth Financial LP | 116 | $11.0K | 0.00% | +116 | New |
| Lenox Wealth Advisors, LLC | 128 | $12.0K | 0.00% | −157−55.1% | Reduced |
| Global Retirement Partners, LLC | 144 | $13.0K | 0.00% | +40+38.5% | Added |
| Quadrant Capital Group LLC | 138 | $13.0K | 0.00% | +51+58.6% | Added |
| IronBridge Private Wealth, LLC | 187 | $17.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 195 | $18.0K | 0.00% | +97+99.0% | Added |
| Counterpoint Mutual Funds LLC | 217 | $20.0K | 0.02% | +217 | New |
| C M Bidwell & Associates Ltd | 225 | $21.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 249 | $23.0K | 0.00% | +142+132.7% | Added |
| Signaturefd, LLC | 260 | $24.0K | 0.00% | +48+22.6% | Added |
| Clearstead Advisors, LLC | 257 | $24.0K | 0.00% | +257 | New |
| Federation des caisses Desjardins du Quebec | 269 | $24.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 290 | $26.0K | 0.00% | +290 | New |
| Dark Forest Capital Management LP | 282 | $26.0K | 0.01% | +282 | New |
| Versant Capital Management, Inc | 291 | $27.0K | 0.01% | −15−4.9% | Reduced |
| Column Capital Advisors, LLC | 290 | $27.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 294 | $27.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 311 | $29.0K | 0.00% | +311 | New |
| TD Private Client Wealth LLC | 344 | $31.7K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 353 | $33.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 378 | $34.0K | 0.00% | −11−2.8% | Reduced |
| Simplex Trading, LLC | 499 | $40.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 486 | $44.0K | 0.01% | +2+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 518 | $48.0K | 0.00% | −110−17.5% | Reduced |
| Exchange Traded Concepts, LLC | 555 | $51.0K | 0.00% | +165+42.3% | Added |
| Cullen/Frost Bankers, Inc. | 585 | $54.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 692 | $64.0K | 0.00% | +190+37.8% | Added |
| Assetmark, Inc | 710 | $65.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 850 | $78.0K | 0.02% | −1−0.1% | Reduced |
| Meeder Asset Management Inc | 844 | $78.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 900 | $82.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 965 | $88.9K | 0.01% | +965 | New |
| Harel Insurance Investments & Financial Services Ltd. | 980 | $90.0K | 0.00% | +150+18.1% | Added |
| Van Eck Associates Corp | 1,156 | $106.0K | 0.00% | +430+59.2% | Added |
| FinTrust Capital Advisors, LLC | 1,300 | $120.0K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,370 | $126.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,478 | $136.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,600 | $147.0K | 0.00% | −300−15.8% | Reduced |
| Huntington National Bank | 1,708 | $157.0K | 0.00% | +34+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 2,200 | $203.0K | 0.00% | +2,200 | New |
| Ci Investments Inc. | 2,226 | $205.0K | 0.00% | +27+1.2% | Added |
| One Wealth Advisors, LLC | 2,260 | $208.0K | 0.06% | +2,260 | New |
| Two Sigma Advisers, LP | 2,300 | $212.0K | 0.00% | +2,300 | New |
| FDx Advisors, Inc. | 2,307 | $212.0K | 0.01% | +2,307 | New |
| Cresset Asset Management, LLC | 2,310 | $213.0K | 0.00% | +2,310 | New |
| Xponance, Inc. | 2,402 | $221.0K | 0.00% | −443−15.6% | Reduced |
| CWM Advisors, LLC | 2,442 | $225.0K | 0.03% | +2,442 | New |
| Kestra Advisory Services, LLC | 2,486 | $229.0K | 0.00% | −193−7.2% | Reduced |
| Virtu Financial LLC | 2,532 | $233.0K | 0.02% | +2,532 | New |
| Proequities, Inc. | 2,545 | $234.0K | 0.01% | −145−5.4% | Reduced |
| Qube Research & Technologies Ltd | 2,571 | $237.0K | 0.00% | +2,571 | New |
| Victory Capital Management Inc | 2,582 | $238.0K | 0.00% | −105−3.9% | Reduced |
| First Bank & Trust | 2,790 | $257.0K | 0.12% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,840 | $262.0K | 0.00% | +211+8.0% | Added |
| Laurel Wealth Advisors, Inc. | 2,870 | $264.0K | 0.05% | +2,870 | New |
| Captrust Financial Advisors | 2,950 | $272.0K | 0.00% | +118+4.2% | Added |
| Allianz Asset Management GmbH | 2,981 | $275.0K | 0.00% | −4,634−60.9% | Reduced |
| State of Wyoming | 2,987 | $276.0K | 0.18% | +390+15.0% | Added |
| Advisory Services Network, LLC | 3,008 | $277.0K | 0.01% | −514−14.6% | Reduced |
| National Asset Management, Inc. | 3,042 | $279.0K | 0.01% | +3,042 | New |
| Los Angeles Capital Management LLC | 3,040 | $280.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,162 | $291.0K | 0.02% | −4,942−61.0% | Reduced |
| Fulton Bank, N.A. | 3,162 | $292.0K | 0.01% | +27+0.9% | Added |
| Susquehanna International Group, LLP | 3,201 | $295.0K | 0.00% | −7,747−70.8% | Reduced |
| Moloney Securities Asset Management, LLC | 3,267 | $301.0K | 0.05% | +3,267 | New |
| SkyOak Wealth, LLC | 3,496 | $322.0K | 0.09% | +41+1.2% | Added |
| Capital Asset Advisory Services LLC | 3,575 | $329.0K | 0.04% | −888−19.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,701 | $341.0K | 0.02% | −295−7.4% | Reduced |
| Benjamin Edwards Inc | 3,879 | $357.0K | 0.22% | −611−13.6% | Reduced |
| Mackenzie Financial Corp | 3,924 | $361.0K | 0.00% | +1,055+36.8% | Added |
| Sawgrass Asset Management LLC | 4,032 | $371.0K | 0.04% | +570+16.5% | Added |
| AMP Capital Investors Ltd | 4,046 | $373.0K | 0.00% | −4,597−53.2% | Reduced |
| Great West Life Assurance Co | 4,020 | $373.0K | 0.00% | −20−0.5% | Reduced |
| Toroso Investments, LLC | 4,077 | $374.0K | 0.01% | +4,077 | New |
| Formidable Asset Management, LLC | 4,077 | $375.0K | 0.07% | +4,077 | New |
| Alps Advisors Inc | 4,079 | $376.0K | 0.00% | −907−18.2% | Reduced |
| Naples Global Advisors, LLC | 4,265 | $393.0K | 0.05% | +1,125+35.8% | Added |
| Wealth Alliance | 4,409 | $406.0K | 0.09% | +66+1.5% | Added |
| Tower Research Capital LLC (TRC) | 4,475 | $412.0K | 0.01% | +789+21.4% | Added |
| Voya Financial Advisors, Inc. | 4,658 | $427.0K | 0.05% | +257+5.8% | Added |
| James Investment Research Inc | 4,700 | $433.0K | 0.04% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 4,757 | $438.0K | 0.04% | +15+0.3% | Added |