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 |
|---|---|---|---|---|---|
| O'Shares Investment Advisers, LLC | 34,140 | $3.14M | 0.23% | −3,710−9.8% | Reduced |
| Royal Bank of Canada | 33,042 | $3.04M | 0.00% | +362+1.1% | Added |
| Interval Partners, LP | 32,506 | $2.99M | 0.18% | −27,926−46.2% | Reduced |
| HighTower Advisors, LLC | 32,404 | $2.97M | 0.01% | +1,150+3.7% | Added |
| First Republic Investment Management, Inc. | 32,190 | $2.96M | 0.01% | +3,639+12.7% | Added |
| Advisor Group Holdings, Inc. | 30,635 | $2.82M | 0.01% | +3,664+13.6% | Added |
| State of New Jersey Common Pension Fund D | 30,423 | $2.80M | 0.01% | −3,847−11.2% | Reduced |
| SG Americas Securities, LLC | 29,049 | $2.67M | 0.01% | +20,669+246.6% | Added |
| Brinker Capital Investments, LLC | 32,167 | $2.63M | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 28,216 | $2.60M | 0.01% | +16,602+142.9% | Added |
| American International Group, Inc. | 27,966 | $2.58M | 0.01% | −1,144−3.9% | Reduced |
| Tudor Investment Corp Et Al | 27,236 | $2.51M | 0.05% | +4,005+17.2% | Added |
| Martingale Asset Management L P | 26,708 | $2.46M | 0.03% | +15,593+140.3% | Added |
| Baird Financial Group, Inc. | 26,589 | $2.45M | 0.01% | +17,870+205.0% | Added |
| Barclays PLC | 26,430 | $2.43M | 0.00% | +5,437+25.9% | Added |
| Manufacturers Life Insurance Company, The | 25,930 | $2.39M | 0.00% | −3,232−11.1% | Reduced |
| Millennium Management LLC | 25,916 | $2.39M | 0.00% | −118,758−82.1% | Reduced |
| Virginia Retirement Systems Et Al | 25,400 | $2.34M | 0.02% | +25,400 | New |
| Harbor Advisors LLC | 25,000 | $2.30M | 0.46% | 00.0% | Unchanged |
| WBI Investments | 27,041 | $2.27M | 0.38% | +23,233+610.1% | Added |
| Citigroup Inc | 23,990 | $2.21M | 0.00% | +6,639+38.3% | Added |
| Davenport & Co LLC | 23,931 | $2.20M | 0.02% | +3,839+19.1% | Added |
| US Bancorp | 23,359 | $2.15M | 0.00% | +540+2.4% | Added |
| Regions Financial Corp | 23,284 | $2.14M | 0.02% | +1,170+5.3% | Added |
| Intercontinental Wealth Advisors, LLC | 23,240 | $2.14M | 0.50% | −1,591−6.4% | Reduced |
| HRT Financial LP | 22,113 | $2.04M | 0.01% | +12,817+137.9% | Added |
| Fifth Third Bancorp | 21,746 | $2.00M | 0.01% | +772+3.7% | Added |
| Whittier Trust Co | 21,557 | $1.99M | 0.04% | +896+4.3% | Added |
| Cna Financial Corp | 20,841 | $1.92M | 0.52% | +100+0.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 20,400 | $1.88M | 0.01% | −400−1.9% | Reduced |
| LPL Financial LLC | 20,198 | $1.86M | 0.00% | +3,619+21.8% | Added |
| Voya Investment Management LLC | 20,084 | $1.85M | 0.00% | −517−2.5% | Reduced |
| Seizert Capital Partners, LLC | 19,823 | $1.83M | 0.08% | +19,823 | New |
| Cannell Peter B & Co Inc | 19,600 | $1.80M | 0.06% | 00.0% | Unchanged |
| Aviva PLC | 18,969 | $1.75M | 0.01% | +18,969 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,424 | $1.70M | 0.14% | 00.0% | Unchanged |
| AXA S.A. | 18,000 | $1.66M | 0.00% | +9,400+109.3% | Added |
| Taylor Frigon Capital Management LLC | 17,890 | $1.65M | 0.53% | +516+3.0% | Added |
| Renaissance Group LLC | 17,718 | $1.63M | 0.07% | −215−1.2% | Reduced |
| MetLife Investment Management | 17,606 | $1.62M | 0.01% | −898−4.9% | Reduced |
| NN Investment Partners Holdings N.V. | 17,500 | $1.61M | 0.01% | −3,700−17.5% | Reduced |
| Bank of Montreal | 17,133 | $1.59M | 0.00% | +490+2.9% | Added |
| Bokf, NA | 16,957 | $1.56M | 0.03% | +16,957 | New |
| Winton Group Ltd | 16,881 | $1.55M | 0.09% | −3,840−18.5% | Reduced |
| Squarepoint Ops LLC | 16,393 | $1.51M | 0.01% | −20,014−55.0% | Reduced |
| 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 |
| Teamwork Financial Advisors, LLC | 15,977 | $1.47M | 0.29% | +3,628+29.4% | Added |
| Ameritas Investment Partners, Inc. | 15,717 | $1.45M | 0.05% | −156−1.0% | Reduced |
| MML Investors Services, LLC | 15,543 | $1.43M | 0.01% | +1,484+10.6% | Added |
| Atria Investments LLC | 15,207 | $1.40M | 0.03% | −764−4.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 14,976 | $1.38M | 0.15% | +247+1.7% | Added |
| Glenmede Trust Co NA | 14,667 | $1.35M | 0.01% | +429+3.0% | Added |
| State Board of Administration of Florida Retirement System | 14,110 | $1.30M | 0.00% | +955+7.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,017 | $1.29M | 0.00% | +202+1.5% | Added |
| Arizona State Retirement System | 14,004 | $1.29M | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 13,791 | $1.27M | 0.04% | +13,791 | New |
| FIL Ltd | 13,418 | $1.24M | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 13,371 | $1.23M | 0.02% | −677−4.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 12,786 | $1.18M | 0.44% | +112+0.9% | Added |
| BNP Paribas Arbitrage, SA | 12,663 | $1.17M | 0.00% | +9,088+254.2% | Added |
| Janus Henderson Group PLC | 12,359 | $1.14M | 0.00% | +6,313+104.4% | Added |
| O'Shaughnessy Asset Management, LLC | 12,227 | $1.13M | 0.02% | +612+5.3% | Added |
| Haverford Financial Services, Inc. | 12,155 | $1.12M | 0.27% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,932 | $1.11M | 0.04% | +816+7.3% | Added |
| Capital Impact Advisors, LLC | 11,937 | $1.10M | 0.44% | 00.0% | Unchanged |
| 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 |
| PEAK6 Investments LLC | 11,738 | $1.08M | 0.02% | +11,738 | New |
| ProShare Advisors LLC | 10,907 | $1.00M | 0.00% | −2,571−19.1% | Reduced |
| Principal Financial Group Inc | 9,905 | $912.0K | 0.00% | +1,892+23.6% | Added |
| Guggenheim Capital LLC | 9,691 | $893.0K | 0.01% | +1,496+18.3% | Added |
| Handelsbanken Fonder AB | 9,458 | $871.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 9,107 | $839.0K | 0.00% | −937−9.3% | Reduced |
| Amalgamated Bank | 8,784 | $809.0K | 0.01% | −710−7.5% | Reduced |
| Prudential PLC | 8,666 | $798.0K | 0.01% | +8,666 | New |
| Whittier Trust Co of Nevada Inc | 8,656 | $797.0K | 0.03% | +376+4.5% | Added |
| Illinois Municipal Retirement Fund | 8,533 | $786.0K | 0.03% | 00.0% | Unchanged |
| Connable Office Inc | 8,423 | $776.0K | 0.11% | +545+6.9% | Added |
| Alphasimplex Group, LLC | 8,405 | $774.0K | 0.64% | −4,235−33.5% | Reduced |
| Teacher Retirement System of Texas | 8,299 | $764.0K | 0.00% | +1,942+30.5% | Added |
| Natixis | 8,071 | $743.0K | 0.00% | +8,071 | New |
| Integrated Investment Consultants, LLC | 7,622 | $702.0K | 0.21% | +83+1.1% | Added |
| Commerce Bank | 7,577 | $698.0K | 0.00% | −525−6.5% | Reduced |
| Mountain Capital Investment Advisors, Inc | 6,851 | $682.0K | 0.36% | −631−8.4% | Reduced |
| The PNC Financial Services Group, Inc. | 6,909 | $637.0K | 0.00% | +2,696+64.0% | Added |
| IndexIQ Advisors LLC | 6,760 | $623.0K | 0.02% | +677+11.1% | Added |
| Blueshift Asset Management, LLC | 6,716 | $619.0K | 0.03% | +6,716 | New |
| Asset Management One Co.,Ltd. | 6,658 | $613.0K | 0.00% | +6,658 | New |
| Brookstone Capital Management | 6,065 | $600.0K | 0.01% | −215−3.4% | 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 |
| Origin Asset Management LLP | 6,453 | $594.0K | 0.14% | −5,713−47.0% | Reduced |
| American Century Companies Inc | 6,321 | $582.0K | 0.00% | +1,103+21.1% | Added |
| Park Avenue Securities LLC | 6,021 | $555.0K | 0.01% | +199+3.4% | Added |
| Public Employees Retirement Association of Colorado | 6,007 | $553.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,999 | $552.5K | 0.02% | +325+5.7% | Added |
| FourThought Financial, LLC | 5,795 | $533.0K | 0.07% | −820−12.4% | Reduced |
| Insight Folios Inc | 5,630 | $519.0K | 0.29% | +5,630 | New |
| Meristem Family Wealth, LLC | 5,600 | $516.0K | 0.05% | 00.0% | Unchanged |