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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 29,049 | $2.67M | 0.01% | +20,669+246.6% | Added |
| State of New Jersey Common Pension Fund D | 30,423 | $2.80M | 0.01% | −3,847−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 30,635 | $2.82M | 0.01% | +3,664+13.6% | Added |
| First Republic Investment Management, Inc. | 32,190 | $2.96M | 0.01% | +3,639+12.7% | Added |
| HighTower Advisors, LLC | 32,404 | $2.97M | 0.01% | +1,150+3.7% | Added |
| Interval Partners, LP | 32,506 | $2.99M | 0.18% | −27,926−46.2% | Reduced |
| Royal Bank of Canada | 33,042 | $3.04M | 0.00% | +362+1.1% | Added |
| O'Shares Investment Advisers, LLC | 34,140 | $3.14M | 0.23% | −3,710−9.8% | Reduced |
| Swedbank AB | 35,000 | $3.22M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 38,939 | $3.59M | 0.05% | +35+0.1% | Added |
| Truist Financial Corp | 39,521 | $3.64M | 0.01% | −1,951−4.7% | Reduced |
| FineMark National Bank & Trust | 40,900 | $3.77M | 0.16% | +1,560+4.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 41,257 | $3.80M | 2.34% | +646+1.6% | Added |
| Argent Capital Management LLC | 41,393 | $3.81M | 0.12% | +33,362+415.4% | Added |
| Spectrum Management Group, LLC | 42,798 | $3.94M | 0.62% | +42,798 | New |
| Legal & General Group Plc | 43,974 | $4.05M | 0.00% | +9,016+25.8% | Added |
| Ergoteles LLC | 44,049 | $4.06M | 0.15% | +35,206+398.1% | Added |
| BBVA USA | 44,842 | $4.13M | 0.24% | −2,063−4.4% | Reduced |
| Deutsche Bank AG | 45,421 | $4.18M | 0.00% | +3,777+9.1% | Added |
| Triasima Portfolio Management inc. | 48,040 | $4.42M | 0.24% | 00.0% | Unchanged |
| Credit Suisse AG | 49,566 | $4.57M | 0.00% | +2,674+5.7% | Added |
| STRS Ohio | 50,800 | $4.68M | 0.02% | −21,400−29.6% | Reduced |
| Summit Global Investments | 53,141 | $4.89M | 0.37% | +5,373+11.2% | Added |
| Segall Bryant & Hamill, LLC | 53,927 | $4.97M | 0.05% | +1,437+2.7% | Added |
| Pictet Asset Management SA | 55,407 | $5.10M | 0.01% | +55,407 | New |
| Mondrian Investment Partners LTD | 57,935 | $5.34M | 0.11% | +46+0.1% | Added |
| Man Group plc | 60,441 | $5.57M | 0.02% | −360−0.6% | Reduced |
| Weil Company, Inc. | 64,336 | $5.92M | 3.08% | −10,621−14.2% | Reduced |
| Federated Hermes, Inc. | 65,581 | $6.04M | 0.01% | +3,256+5.2% | Added |
| UBS Asset Management Americas Inc | 65,952 | $6.07M | 0.00% | +6,305+10.6% | Added |
| Mutual of America Capital Management LLC | 68,252 | $6.29M | 0.06% | −985−1.4% | Reduced |
| Public Employees Retirement System of Ohio | 69,145 | $6.37M | 0.02% | −4,903−6.6% | Reduced |
| Voloridge Investment Management, LLC | 69,191 | $6.37M | 0.04% | −17,554−20.2% | Reduced |
| NFJ Investment Group, LLC | 69,415 | $6.39M | 0.13% | −16,491−19.2% | Reduced |
| California State Teachers Retirement System | 69,699 | $6.42M | 0.01% | −1,926−2.7% | Reduced |
| JPMorgan Chase & Co | 71,780 | $6.61M | 0.00% | +15,656+27.9% | Added |
| Renaissance Technologies LLC | 72,500 | $6.68M | 0.01% | −142,200−66.2% | Reduced |
| Artemis Investment Management LLP | 76,001 | $7.00M | 0.06% | −3,764−4.7% | Reduced |
| Invesco Ltd. | 76,249 | $7.02M | 0.00% | +23,418+44.3% | Added |
| Stifel Financial Corp | 78,719 | $7.25M | 0.01% | −683−0.9% | Reduced |
| Crawford Investment Counsel Inc | 80,166 | $7.38M | 0.15% | −9,980−11.1% | Reduced |
| Raymond James & Associates | 80,437 | $7.41M | 0.01% | +1,492+1.9% | Added |
| Grandeur Peak Global Advisors, LLC | 86,464 | $7.96M | 0.38% | −40,872−32.1% | Reduced |
| Russell Investments Group, Ltd. | 87,435 | $8.05M | 0.01% | −17,253−16.5% | Reduced |
| Rhumbline Advisers | 87,716 | $8.08M | 0.01% | +5,218+6.3% | Added |
| West Coast Financial LLC | 111,546 | $10.3M | 1.65% | −1,132−1.0% | Reduced |
| Swiss National Bank | 113,536 | $10.5M | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 115,190 | $10.6M | 0.84% | +4,943+4.5% | Added |
| D. E. Shaw & Co., Inc. | 118,724 | $10.9M | 0.01% | −53,878−31.2% | Reduced |
| California Public Employees Retirement System | 118,962 | $11.0M | 0.01% | −167−0.1% | Reduced |
| M&G Investment Management Ltd | 129,064 | $11.9M | 0.06% | +151+0.1% | Added |
| Vestcor Inc | 141,013 | $13.0M | 0.47% | +57,304+68.5% | Added |
| Hilton Capital Management, LLC | 142,238 | $13.1M | 1.28% | −33,664−19.1% | Reduced |
| Polen Capital Management LLC | 145,396 | $13.4M | 0.02% | +10,714+8.0% | Added |
| Pier Capital, LLC | 160,211 | $14.8M | 1.53% | −3,327−2.0% | Reduced |
| Parametric Portfolio Associates LLC | 166,892 | $15.4M | 0.01% | −3,630−2.1% | Reduced |
| Nuveen Asset Management, LLC | 170,733 | $15.6M | 0.00% | −11,678−6.4% | Reduced |
| Flputnam Investment Management Co | 183,872 | $16.9M | 0.57% | +5,583+3.1% | Added |
| Montanaro Asset Management Ltd | 185,300 | $17.1M | 2.06% | +4,000+2.2% | Added |
| Morgan Stanley | 190,875 | $17.6M | 0.00% | +27,562+16.9% | Added |
| Robeco Institutional Asset Management B.V. | 202,282 | $18.6M | 0.04% | −47,552−19.0% | Reduced |
| Eaton Vance Management | 227,238 | $20.9M | 0.03% | +29,000+14.6% | Added |
| Eagle Asset Management Inc | 232,539 | $21.4M | 0.10% | −69,563−23.0% | Reduced |
| GWM Advisors LLC | 246,417 | $22.7M | 0.56% | +246,417 | New |
| Emerald Advisers, LLC | 251,723 | $23.2M | 0.84% | +8,843+3.6% | Added |
| Envestnet Asset Management Inc | 253,373 | $23.3M | 0.01% | +12,211+5.1% | Added |
| UBS Group AG | 268,569 | $24.7M | 0.01% | −10,755−3.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 272,759 | $25.1M | 2.08% | −24,584−8.3% | Reduced |
| Ancora Advisors, LLC | 272,936 | $25.1M | 0.65% | +1,191+0.4% | Added |
| FMR LLC | 284,651 | $26.2M | 0.00% | −90,614−24.1% | Reduced |
| Thrivent Financial for Lutherans | 287,552 | $26.5M | 0.05% | −6,219−2.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 298,690 | $27.5M | 0.95% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 303,576 | $28.0M | 0.11% | +21,108+7.5% | Added |
| Ariel Investments, LLC | 309,809 | $28.5M | 0.26% | −95,894−23.6% | Reduced |
| SEI Investments Co | 314,223 | $28.9M | 0.06% | +308,186+5,105.0% | Added |
| Royce & Associates LP | 347,289 | $32.0M | 0.24% | −175,846−33.6% | Reduced |
| Bank of New York Mellon Corp | 357,094 | $32.9M | 0.01% | +21,302+6.3% | Added |
| Norges Bank | 392,035 | $36.1M | 0.01% | −21,700−5.2% | Reduced |
| Jennison Associates LLC | 420,274 | $38.7M | 0.03% | −4,366−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 425,226 | $39.2M | 0.01% | +5,266+1.3% | Added |
| Citadel Advisors LLC | 478,607 | $44.1M | 0.05% | +380,388+387.3% | Added |
| Clearbridge Investments, LLC | 513,549 | $47.3M | 0.03% | −1500.0% | Reduced |
| New York State Common Retirement Fund | 522,675 | $48.1M | 0.05% | −10,388−1.9% | Reduced |
| GW&K Investment Management, LLC | 578,059 | $53.2M | 0.48% | −88,063−13.2% | Reduced |
| Franklin Resources Inc | 604,392 | $55.7M | 0.02% | −1,197−0.2% | Reduced |
| Goldman Sachs Group Inc | 623,155 | $57.4M | 0.01% | +8,398+1.4% | Added |
| Schroder Investment Management Group | 653,767 | $60.2M | 0.10% | −108,295−14.2% | Reduced |
| Nordea Investment Management AB | 693,474 | $64.1M | 0.08% | −8,136−1.2% | Reduced |
| Dimensional Fund Advisors LP | 756,311 | $69.7M | 0.02% | +6,523+0.9% | Added |
| First Trust Advisors LP | 757,876 | $69.8M | 0.08% | −66,285−8.0% | Reduced |
| Atlanta Capital Management Co L L C | 772,349 | $71.1M | 0.25% | −93,905−10.8% | Reduced |
| Wells Fargo & Company | 794,550 | $73.2M | 0.02% | +21,293+2.8% | Added |
| Northern Trust Corp | 842,966 | $77.6M | 0.01% | −27,407−3.1% | Reduced |
| Geode Capital Management, LLC | 979,992 | $90.3M | 0.01% | +118,907+13.8% | Added |
| State Street Corp | 1,067,022 | $98.3M | 0.01% | −16,596−1.5% | Reduced |
| Ameriprise Financial Inc | 1,173,408 | $108.1M | 0.03% | −172,365−12.8% | Reduced |
| Van Berkom & Associates Inc. | 1,232,683 | $113.5M | 3.44% | −269,165−17.9% | Reduced |
| Neuberger Berman Group LLC | 1,266,253 | $116.6M | 0.10% | −168,178−11.7% | Reduced |
| Bamco Inc | 1,312,872 | $120.9M | 0.27% | +10,496+0.8% | Added |
| Bank of America Corp | 1,408,958 | $129.8M | 0.01% | +7,570+0.5% | Added |