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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 5,520 | $508.0K | 0.01% | −1,325−19.4% | Reduced |
| Intrust Bank NA | 5,392 | $497.0K | 0.07% | −44−0.8% | Reduced |
| Versor Investments LP | 5,200 | $479.0K | 0.01% | +2,700+108.0% | Added |
| HSBC Holdings PLC | 5,173 | $478.0K | 0.00% | −1,243−19.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,133 | $473.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,991 | $459.0K | 0.00% | +341+7.3% | Added |
| Moneta Group Investment Advisors LLC | 4,929 | $454.0K | 0.02% | +197+4.2% | Added |
| Resources Management Corp | 4,831 | $445.0K | 0.06% | +365+8.2% | Added |
| Galvin, Gaustad & Stein, LLC | 4,757 | $438.0K | 0.04% | +15+0.3% | Added |
| James Investment Research Inc | 4,700 | $433.0K | 0.04% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,658 | $427.0K | 0.05% | +257+5.8% | Added |
| Tower Research Capital LLC (TRC) | 4,475 | $412.0K | 0.01% | +789+21.4% | Added |
| Wealth Alliance | 4,409 | $406.0K | 0.09% | +66+1.5% | Added |
| Naples Global Advisors, LLC | 4,265 | $393.0K | 0.05% | +1,125+35.8% | Added |
| Alps Advisors Inc | 4,079 | $376.0K | 0.00% | −907−18.2% | Reduced |
| Formidable Asset Management, LLC | 4,077 | $375.0K | 0.07% | +4,077 | New |
| Toroso Investments, LLC | 4,077 | $374.0K | 0.01% | +4,077 | New |
| 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 |
| Sawgrass Asset Management LLC | 4,032 | $371.0K | 0.04% | +570+16.5% | Added |
| Mackenzie Financial Corp | 3,924 | $361.0K | 0.00% | +1,055+36.8% | Added |
| Benjamin Edwards Inc | 3,879 | $357.0K | 0.22% | −611−13.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,701 | $341.0K | 0.02% | −295−7.4% | Reduced |
| Capital Asset Advisory Services LLC | 3,575 | $329.0K | 0.04% | −888−19.9% | Reduced |
| SkyOak Wealth, LLC | 3,496 | $322.0K | 0.09% | +41+1.2% | Added |
| Moloney Securities Asset Management, LLC | 3,267 | $301.0K | 0.05% | +3,267 | New |
| Susquehanna International Group, LLP | 3,201 | $295.0K | 0.00% | −7,747−70.8% | Reduced |
| Fulton Bank, N.A. | 3,162 | $292.0K | 0.01% | +27+0.9% | Added |
| Engineers Gate Manager LP | 3,162 | $291.0K | 0.02% | −4,942−61.0% | Reduced |
| Los Angeles Capital Management LLC | 3,040 | $280.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,042 | $279.0K | 0.01% | +3,042 | New |
| Advisory Services Network, LLC | 3,008 | $277.0K | 0.01% | −514−14.6% | Reduced |
| State of Wyoming | 2,987 | $276.0K | 0.18% | +390+15.0% | Added |
| Allianz Asset Management GmbH | 2,981 | $275.0K | 0.00% | −4,634−60.9% | Reduced |
| Captrust Financial Advisors | 2,950 | $272.0K | 0.00% | +118+4.2% | Added |
| Laurel Wealth Advisors, Inc. | 2,870 | $264.0K | 0.05% | +2,870 | New |
| CIBC Asset Management Inc | 2,840 | $262.0K | 0.00% | +211+8.0% | Added |
| First Bank & Trust | 2,790 | $257.0K | 0.12% | 00.0% | Unchanged |
| Victory Capital Management Inc | 2,582 | $238.0K | 0.00% | −105−3.9% | Reduced |
| Qube Research & Technologies Ltd | 2,571 | $237.0K | 0.00% | +2,571 | New |
| Proequities, Inc. | 2,545 | $234.0K | 0.01% | −145−5.4% | Reduced |
| Virtu Financial LLC | 2,532 | $233.0K | 0.02% | +2,532 | New |
| Kestra Advisory Services, LLC | 2,486 | $229.0K | 0.00% | −193−7.2% | Reduced |
| CWM Advisors, LLC | 2,442 | $225.0K | 0.03% | +2,442 | New |
| Xponance, Inc. | 2,402 | $221.0K | 0.00% | −443−15.6% | Reduced |
| Cresset Asset Management, LLC | 2,310 | $213.0K | 0.00% | +2,310 | 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 |
| One Wealth Advisors, LLC | 2,260 | $208.0K | 0.06% | +2,260 | New |
| Ci Investments Inc. | 2,226 | $205.0K | 0.00% | +27+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 2,200 | $203.0K | 0.00% | +2,200 | New |
| Huntington National Bank | 1,708 | $157.0K | 0.00% | +34+2.0% | Added |
| Nisa Investment Advisors, LLC | 1,600 | $147.0K | 0.00% | −300−15.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,478 | $136.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,370 | $126.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,300 | $120.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,156 | $106.0K | 0.00% | +430+59.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 980 | $90.0K | 0.00% | +150+18.1% | Added |
| Anchor Investment Management, LLC | 965 | $88.9K | 0.01% | +965 | New |
| Evoke Wealth, LLC | 900 | $82.0K | 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 |
| Assetmark, Inc | 710 | $65.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 692 | $64.0K | 0.00% | +190+37.8% | Added |
| Cullen/Frost Bankers, Inc. | 585 | $54.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 555 | $51.0K | 0.00% | +165+42.3% | Added |
| Steward Partners Investment Advisory, LLC | 518 | $48.0K | 0.00% | −110−17.5% | Reduced |
| Arkadios Wealth Advisors | 486 | $44.0K | 0.01% | +2+0.4% | Added |
| Simplex Trading, LLC | 499 | $40.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 378 | $34.0K | 0.00% | −11−2.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 353 | $33.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 344 | $31.7K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 311 | $29.0K | 0.00% | +311 | 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 |
| Lazard Asset Management LLC | 290 | $26.0K | 0.00% | +290 | New |
| Dark Forest Capital Management LP | 282 | $26.0K | 0.01% | +282 | New |
| Federation des caisses Desjardins du Quebec | 269 | $24.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 260 | $24.0K | 0.00% | +48+22.6% | Added |
| Clearstead Advisors, LLC | 257 | $24.0K | 0.00% | +257 | New |
| Northwestern Mutual Wealth Management Co | 249 | $23.0K | 0.00% | +142+132.7% | Added |
| C M Bidwell & Associates Ltd | 225 | $21.0K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 217 | $20.0K | 0.02% | +217 | New |
| Central Trust Co | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 195 | $18.0K | 0.00% | +97+99.0% | Added |
| IronBridge Private Wealth, LLC | 187 | $17.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Lenox Wealth Advisors, LLC | 128 | $12.0K | 0.00% | −157−55.1% | Reduced |
| Allworth Financial LP | 116 | $11.0K | 0.00% | +116 | New |
| 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 |
| First Manhattan Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 98 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $7.00K | 0.00% | +78 | New |
| 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 |