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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 1,424,108 | $131.2M | 0.01% | −4,809−0.3% | Reduced |
| Alliancebernstein L.P. | 1,591,777 | $146.6M | 0.06% | +201,725+14.5% | Added |
| Fiduciary Management Inc | 1,600,578 | $147.4M | 1.10% | +20,073+1.3% | Added |
| Burgundy Asset Management Ltd. | 1,615,859 | $148.8M | 1.46% | +32,211+2.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,534,325 | $325.5M | 0.79% | −7060.0% | Reduced |
| Earnest Partners LLC | 3,672,022 | $338.2M | 2.07% | −30,080−0.8% | Reduced |
| BlackRock Inc. | 4,147,891 | $382.0M | 0.01% | −234,525−5.4% | Reduced |
| Vanguard Group Inc | 5,017,265 | $462.1M | 0.01% | −100,619−2.0% | Reduced |
| Azora Capital LP | 0 | $0 | 0.00% | −66,538−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −26,055−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −22,971−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −22,882−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −17,954−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −17,172−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −15,076−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,588−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,279−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −5,904−100.0% | Sold out |
| Hexavest Inc. | 0 | $0 | 0.00% | −5,747−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −4,842−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −4,434−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,973−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −3,305−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −3,498−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,412−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −1,720−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |