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 |
|---|---|---|---|---|---|
| Resources Management Corp | 4,831 | $445.0K | 0.06% | +365+8.2% | Added |
| Moneta Group Investment Advisors LLC | 4,929 | $454.0K | 0.02% | +197+4.2% | Added |
| Rockefeller Capital Management L.P. | 4,991 | $459.0K | 0.00% | +341+7.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,133 | $473.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,173 | $478.0K | 0.00% | −1,243−19.4% | Reduced |
| Versor Investments LP | 5,200 | $479.0K | 0.01% | +2,700+108.0% | Added |
| Intrust Bank NA | 5,392 | $497.0K | 0.07% | −44−0.8% | Reduced |
| Lido Advisors, LLC | 5,520 | $508.0K | 0.01% | −1,325−19.4% | Reduced |
| Meristem Family Wealth, LLC | 5,600 | $516.0K | 0.05% | 00.0% | Unchanged |
| Insight Folios Inc | 5,630 | $519.0K | 0.29% | +5,630 | New |
| FourThought Financial, LLC | 5,795 | $533.0K | 0.07% | −820−12.4% | Reduced |
| American Portfolios Advisors | 5,999 | $552.5K | 0.02% | +325+5.7% | Added |
| Public Employees Retirement Association of Colorado | 6,007 | $553.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,021 | $555.0K | 0.01% | +199+3.4% | Added |
| American Century Companies Inc | 6,321 | $582.0K | 0.00% | +1,103+21.1% | Added |
| Origin Asset Management LLP | 6,453 | $594.0K | 0.14% | −5,713−47.0% | Reduced |
| BCJ Capital Management, LLC | 6,466 | $596.0K | 0.06% | −822−11.3% | Reduced |
| Private Advisor Group, LLC | 6,462 | $596.0K | 0.00% | +3,362+108.5% | Added |
| Brookstone Capital Management | 6,065 | $600.0K | 0.01% | −215−3.4% | Reduced |
| Asset Management One Co.,Ltd. | 6,658 | $613.0K | 0.00% | +6,658 | New |
| Blueshift Asset Management, LLC | 6,716 | $619.0K | 0.03% | +6,716 | New |
| IndexIQ Advisors LLC | 6,760 | $623.0K | 0.02% | +677+11.1% | Added |
| The PNC Financial Services Group, Inc. | 6,909 | $637.0K | 0.00% | +2,696+64.0% | Added |
| Mountain Capital Investment Advisors, Inc | 6,851 | $682.0K | 0.36% | −631−8.4% | Reduced |
| Commerce Bank | 7,577 | $698.0K | 0.00% | −525−6.5% | Reduced |
| Integrated Investment Consultants, LLC | 7,622 | $702.0K | 0.21% | +83+1.1% | Added |
| Natixis | 8,071 | $743.0K | 0.00% | +8,071 | New |
| Teacher Retirement System of Texas | 8,299 | $764.0K | 0.00% | +1,942+30.5% | Added |
| Alphasimplex Group, LLC | 8,405 | $774.0K | 0.64% | −4,235−33.5% | Reduced |
| Connable Office Inc | 8,423 | $776.0K | 0.11% | +545+6.9% | Added |
| Illinois Municipal Retirement Fund | 8,533 | $786.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8,656 | $797.0K | 0.03% | +376+4.5% | Added |
| Prudential PLC | 8,666 | $798.0K | 0.01% | +8,666 | New |
| Amalgamated Bank | 8,784 | $809.0K | 0.01% | −710−7.5% | Reduced |
| AQR Capital Management LLC | 9,107 | $839.0K | 0.00% | −937−9.3% | Reduced |
| Handelsbanken Fonder AB | 9,458 | $871.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,691 | $893.0K | 0.01% | +1,496+18.3% | Added |
| Principal Financial Group Inc | 9,905 | $912.0K | 0.00% | +1,892+23.6% | Added |
| ProShare Advisors LLC | 10,907 | $1.00M | 0.00% | −2,571−19.1% | Reduced |
| PEAK6 Investments LLC | 11,738 | $1.08M | 0.02% | +11,738 | New |
| Holocene Advisors, LP | 11,846 | $1.09M | 0.01% | −46,087−79.6% | Reduced |
| Occudo Quantitative Strategies LP | 11,843 | $1.09M | 0.13% | −16,155−57.7% | Reduced |
| Capital Impact Advisors, LLC | 11,937 | $1.10M | 0.44% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,932 | $1.11M | 0.04% | +816+7.3% | Added |
| Haverford Financial Services, Inc. | 12,155 | $1.12M | 0.27% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 12,227 | $1.13M | 0.02% | +612+5.3% | Added |
| Janus Henderson Group PLC | 12,359 | $1.14M | 0.00% | +6,313+104.4% | Added |
| BNP Paribas Arbitrage, SA | 12,663 | $1.17M | 0.00% | +9,088+254.2% | Added |
| Jackson Creek Investment Advisors LLC | 12,786 | $1.18M | 0.44% | +112+0.9% | Added |
| Metropolitan Life Insurance Co | 13,371 | $1.23M | 0.02% | −677−4.8% | Reduced |
| FIL Ltd | 13,418 | $1.24M | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 13,791 | $1.27M | 0.04% | +13,791 | New |
| Arizona State Retirement System | 14,004 | $1.29M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,017 | $1.29M | 0.00% | +202+1.5% | Added |
| State Board of Administration of Florida Retirement System | 14,110 | $1.30M | 0.00% | +955+7.3% | Added |
| Glenmede Trust Co NA | 14,667 | $1.35M | 0.01% | +429+3.0% | Added |
| Alpine Woods Capital Investors, LLC | 14,976 | $1.38M | 0.15% | +247+1.7% | Added |
| Atria Investments LLC | 15,207 | $1.40M | 0.03% | −764−4.8% | Reduced |
| MML Investors Services, LLC | 15,543 | $1.43M | 0.01% | +1,484+10.6% | Added |
| Ameritas Investment Partners, Inc. | 15,717 | $1.45M | 0.05% | −156−1.0% | Reduced |
| Teamwork Financial Advisors, LLC | 15,977 | $1.47M | 0.29% | +3,628+29.4% | Added |
| Prudential Financial Inc | 16,444 | $1.50M | 0.00% | +65+0.4% | Added |
| AE Wealth Management LLC | 16,285 | $1.50M | 0.01% | +3,841+30.9% | Added |
| Squarepoint Ops LLC | 16,393 | $1.51M | 0.01% | −20,014−55.0% | Reduced |
| Winton Group Ltd | 16,881 | $1.55M | 0.09% | −3,840−18.5% | Reduced |
| Bokf, NA | 16,957 | $1.56M | 0.03% | +16,957 | New |
| Bank of Montreal | 17,133 | $1.59M | 0.00% | +490+2.9% | Added |
| NN Investment Partners Holdings N.V. | 17,500 | $1.61M | 0.01% | −3,700−17.5% | Reduced |
| MetLife Investment Management | 17,606 | $1.62M | 0.01% | −898−4.9% | Reduced |
| Renaissance Group LLC | 17,718 | $1.63M | 0.07% | −215−1.2% | Reduced |
| Taylor Frigon Capital Management LLC | 17,890 | $1.65M | 0.53% | +516+3.0% | Added |
| AXA S.A. | 18,000 | $1.66M | 0.00% | +9,400+109.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,424 | $1.70M | 0.14% | 00.0% | Unchanged |
| Aviva PLC | 18,969 | $1.75M | 0.01% | +18,969 | New |
| Cannell Peter B & Co Inc | 19,600 | $1.80M | 0.06% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 19,823 | $1.83M | 0.08% | +19,823 | New |
| Voya Investment Management LLC | 20,084 | $1.85M | 0.00% | −517−2.5% | Reduced |
| LPL Financial LLC | 20,198 | $1.86M | 0.00% | +3,619+21.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 20,400 | $1.88M | 0.01% | −400−1.9% | Reduced |
| Cna Financial Corp | 20,841 | $1.92M | 0.52% | +100+0.5% | Added |
| Whittier Trust Co | 21,557 | $1.99M | 0.04% | +896+4.3% | Added |
| Fifth Third Bancorp | 21,746 | $2.00M | 0.01% | +772+3.7% | Added |
| HRT Financial LP | 22,113 | $2.04M | 0.01% | +12,817+137.9% | Added |
| Intercontinental Wealth Advisors, LLC | 23,240 | $2.14M | 0.50% | −1,591−6.4% | Reduced |
| Regions Financial Corp | 23,284 | $2.14M | 0.02% | +1,170+5.3% | Added |
| US Bancorp | 23,359 | $2.15M | 0.00% | +540+2.4% | Added |
| Davenport & Co LLC | 23,931 | $2.20M | 0.02% | +3,839+19.1% | Added |
| Citigroup Inc | 23,990 | $2.21M | 0.00% | +6,639+38.3% | Added |
| WBI Investments | 27,041 | $2.27M | 0.38% | +23,233+610.1% | Added |
| Harbor Advisors LLC | 25,000 | $2.30M | 0.46% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 25,400 | $2.34M | 0.02% | +25,400 | New |
| Millennium Management LLC | 25,916 | $2.39M | 0.00% | −118,758−82.1% | Reduced |
| Manufacturers Life Insurance Company, The | 25,930 | $2.39M | 0.00% | −3,232−11.1% | Reduced |
| Barclays PLC | 26,430 | $2.43M | 0.00% | +5,437+25.9% | Added |
| Baird Financial Group, Inc. | 26,589 | $2.45M | 0.01% | +17,870+205.0% | Added |
| Martingale Asset Management L P | 26,708 | $2.46M | 0.03% | +15,593+140.3% | Added |
| Tudor Investment Corp Et Al | 27,236 | $2.51M | 0.05% | +4,005+17.2% | Added |
| American International Group, Inc. | 27,966 | $2.58M | 0.01% | −1,144−3.9% | Reduced |
| Acadian Asset Management LLC | 28,216 | $2.60M | 0.01% | +16,602+142.9% | Added |
| Brinker Capital Investments, LLC | 32,167 | $2.63M | 0.04% | 00.0% | Unchanged |