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, Q4 2021
Institutional positions in Houlihan Lokey, Inc. as of Dec 31, 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
- 344
- +37 vs. Q3 2021
- Shares held
- 50.3M
- −1.48M (−2.8%) vs. Q3 2021
- Total value
- $5.21B
- +$438.6M (+9.2%) vs. Q3 2021
- New holders
- 65
- 111 more added
- Sold out
- 28
- 129 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,132,876 | $531.4M | 0.01% | +115,611+2.3% | Added |
| BlackRock Inc. | 3,894,591 | $403.2M | 0.01% | −253,300−6.1% | Reduced |
| Earnest Partners LLC | 3,573,806 | $370.0M | 2.13% | −98,216−2.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,901,012 | $300.3M | 0.69% | −633,313−17.9% | Reduced |
| Alliancebernstein L.P. | 2,452,504 | $253.9M | 0.09% | +860,727+54.1% | Added |
| Burgundy Asset Management Ltd. | 1,635,112 | $169.3M | 1.65% | +19,253+1.2% | Added |
| Bank of America Corp | 1,404,749 | $145.4M | 0.02% | −4,209−0.3% | Reduced |
| Price T Rowe Associates Inc | 1,396,358 | $144.6M | 0.01% | −27,750−1.9% | Reduced |
| Bamco Inc | 1,303,376 | $134.9M | 0.29% | −9,496−0.7% | Reduced |
| Neuberger Berman Group LLC | 1,173,877 | $121.5M | 0.10% | −92,376−7.3% | Reduced |
| Fiduciary Management Inc | 1,145,413 | $118.6M | 0.87% | −455,165−28.4% | Reduced |
| State Street Corp | 1,120,572 | $116.0M | 0.01% | +53,550+5.0% | Added |
| Van Berkom & Associates Inc. | 1,092,868 | $113.1M | 3.34% | −139,815−11.3% | Reduced |
| Geode Capital Management, LLC | 991,875 | $102.7M | 0.01% | +11,883+1.2% | Added |
| Ameriprise Financial Inc | 970,073 | $100.4M | 0.03% | −203,335−17.3% | Reduced |
| Northern Trust Corp | 797,642 | $82.6M | 0.01% | −45,324−5.4% | Reduced |
| Dimensional Fund Advisors LP | 762,571 | $78.9M | 0.02% | +6,260+0.8% | Added |
| Nordea Investment Management AB | 733,621 | $75.7M | 0.09% | +40,147+5.8% | Added |
| First Trust Advisors LP | 716,196 | $74.1M | 0.07% | −41,680−5.5% | Reduced |
| Wells Fargo & Company | 682,827 | $70.7M | 0.02% | −111,723−14.1% | Reduced |
| Clearbridge Investments, LLC | 606,984 | $62.8M | 0.04% | +93,435+18.2% | Added |
| GW&K Investment Management, LLC | 574,276 | $59.4M | 0.50% | −3,783−0.7% | Reduced |
| Franklin Resources Inc | 571,417 | $59.2M | 0.02% | −32,975−5.5% | Reduced |
| Atlanta Capital Management Co L L C | 502,761 | $52.0M | 0.18% | −269,588−34.9% | Reduced |
| New York State Common Retirement Fund | 446,801 | $46.3M | 0.05% | −75,874−14.5% | Reduced |
| Norges Bank | 446,269 | $46.2M | 0.01% | +54,234+13.8% | Added |
| Charles Schwab Investment Management Inc | 433,181 | $44.8M | 0.01% | +7,955+1.9% | Added |
| Goldman Sachs Group Inc | 423,541 | $43.8M | 0.01% | −199,614−32.0% | Reduced |
| Jennison Associates LLC | 409,919 | $42.4M | 0.03% | −10,355−2.5% | Reduced |
| SEI Investments Co | 352,898 | $36.5M | 0.07% | +38,675+12.3% | Added |
| Bank of New York Mellon Corp | 336,053 | $34.8M | 0.01% | −21,041−5.9% | Reduced |
| Citadel Advisors LLC | 326,737 | $33.8M | 0.04% | −151,870−31.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 290,850 | $30.1M | 1.06% | −7,840−2.6% | Reduced |
| Thrivent Financial for Lutherans | 287,552 | $29.8M | 0.06% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 285,537 | $29.6M | 2.06% | +12,778+4.7% | Added |
| UBS Group AG | 284,121 | $29.4M | 0.01% | +15,552+5.8% | Added |
| FMR LLC | 280,715 | $29.1M | 0.00% | −3,936−1.4% | Reduced |
| GWM Advisors LLC | 267,904 | $27.7M | 0.42% | +21,487+8.7% | Added |
| Schroder Investment Management Group | 255,243 | $26.4M | 0.04% | −398,524−61.0% | Reduced |
| Ancora Advisors, LLC | 247,334 | $25.6M | 0.61% | −25,602−9.4% | Reduced |
| Emerald Advisers, LLC | 246,862 | $25.6M | 0.94% | −4,861−1.9% | Reduced |
| Natixis Advisors, L.P. | 244,086 | $25.3M | 0.10% | −59,490−19.6% | Reduced |
| Envestnet Asset Management Inc | 232,248 | $24.0M | 0.01% | −21,125−8.3% | Reduced |
| Eaton Vance Management | 227,209 | $23.5M | 0.03% | −290.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 225,649 | $23.4M | 0.05% | +23,367+11.6% | Added |
| Royce & Associates LP | 209,376 | $21.7M | 0.16% | −137,913−39.7% | Reduced |
| Morgan Stanley | 196,867 | $20.4M | 0.00% | +5,992+3.1% | Added |
| Federated Hermes, Inc. | 186,487 | $19.3M | 0.04% | +120,906+184.4% | Added |
| Flputnam Investment Management Co | 183,485 | $19.0M | 0.58% | −387−0.2% | Reduced |
| Polen Capital Management LLC | 182,141 | $18.9M | 0.03% | +36,745+25.3% | Added |
| Vestcor Inc | 180,795 | $18.7M | 0.66% | +39,782+28.2% | Added |
| Parametric Portfolio Associates LLC | 173,075 | $17.9M | 0.01% | +6,183+3.7% | Added |
| Eagle Asset Management Inc | 170,928 | $17.7M | 0.08% | −61,611−26.5% | Reduced |
| Montanaro Asset Management Ltd | 165,000 | $17.1M | 1.72% | −20,300−11.0% | Reduced |
| Acadian Asset Management LLC | 163,345 | $16.9M | 0.06% | +135,129+478.9% | Added |
| Nuveen Asset Management, LLC | 154,821 | $16.0M | 0.00% | −15,912−9.3% | Reduced |
| Ariel Investments, LLC | 125,341 | $13.0M | 0.11% | −184,468−59.5% | Reduced |
| D. E. Shaw & Co., Inc. | 119,774 | $12.4M | 0.02% | +1,050+0.9% | Added |
| California Public Employees Retirement System | 116,697 | $12.1M | 0.01% | −2,265−1.9% | Reduced |
| GHP Investment Advisors, Inc. | 116,675 | $12.1M | 0.86% | +1,485+1.3% | Added |
| Cubist Systematic Strategies, LLC | 114,015 | $11.8M | 0.11% | +114,015 | New |
| Swiss National Bank | 111,536 | $11.5M | 0.01% | −2,000−1.8% | Reduced |
| Pier Capital, LLC | 110,779 | $11.5M | 1.21% | −49,432−30.9% | Reduced |
| West Coast Financial LLC | 110,173 | $11.4M | 1.63% | −1,373−1.2% | Reduced |
| Russell Investments Group, Ltd. | 102,549 | $10.6M | 0.02% | +15,114+17.3% | Added |
| JPMorgan Chase & Co | 100,836 | $10.4M | 0.00% | +29,056+40.5% | Added |
| Renaissance Technologies LLC | 100,700 | $10.4M | 0.01% | +28,200+38.9% | Added |
| Principal Financial Group Inc | 96,654 | $10.0M | 0.01% | +86,749+875.8% | Added |
| Northwest & Ethical Investments L.P. | 92,008 | $9.52M | 0.28% | +92,008 | New |
| Prudential Financial Inc | 89,453 | $9.44M | 0.01% | +73,009+444.0% | Added |
| Voloridge Investment Management, LLC | 88,515 | $9.16M | 0.05% | +19,324+27.9% | Added |
| Rhumbline Advisers | 84,827 | $8.78M | 0.01% | −2,889−3.3% | Reduced |
| Invesco Ltd. | 82,968 | $8.59M | 0.00% | +6,719+8.8% | Added |
| Rheos Capital Works Inc. | 81,500 | $8.44M | 0.37% | +81,500 | New |
| Man Group plc | 76,022 | $7.87M | 0.03% | +15,581+25.8% | Added |
| California State Teachers Retirement System | 70,690 | $7.32M | 0.01% | +991+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 70,653 | $7.31M | 0.01% | +70,653 | New |
| Crawford Investment Counsel Inc | 70,256 | $7.27M | 0.14% | −9,910−12.4% | Reduced |
| Deutsche Bank AG | 67,846 | $7.02M | 0.00% | +22,425+49.4% | Added |
| Mutual of America Capital Management LLC | 67,620 | $7.00M | 0.07% | −632−0.9% | Reduced |
| Assenagon Asset Management S.A. | 65,461 | $6.78M | 0.03% | +65,461 | New |
| Barclays PLC | 65,211 | $6.75M | 0.00% | +38,781+146.7% | Added |
| Raymond James & Associates | 64,999 | $6.73M | 0.01% | −15,438−19.2% | Reduced |
| UBS Asset Management Americas Inc | 64,195 | $6.65M | 0.00% | −1,757−2.7% | Reduced |
| Spectrum Management Group, LLC | 64,159 | $6.64M | 0.96% | +21,361+49.9% | Added |
| Stifel Financial Corp | 64,149 | $6.64M | 0.01% | −14,570−18.5% | Reduced |
| NFJ Investment Group, LLC | 57,369 | $5.94M | 0.11% | −12,046−17.4% | Reduced |
| ClariVest Asset Management LLC | 57,157 | $5.92M | 0.18% | +57,157 | New |
| BNP Paribas Arbitrage, SA | 56,771 | $5.88M | 0.01% | +44,108+348.3% | Added |
| Segall Bryant & Hamill, LLC | 56,559 | $5.86M | 0.05% | +2,632+4.9% | Added |
| Pictet Asset Management SA | 56,393 | $5.84M | 0.01% | +986+1.8% | Added |
| Weil Company, Inc. | 55,659 | $5.76M | 2.69% | −8,677−13.5% | Reduced |
| Artemis Investment Management LLP | 54,721 | $5.66M | 0.04% | −21,280−28.0% | Reduced |
| Canada Pension Plan Investment Board | 54,020 | $5.59M | 0.01% | +54,020 | New |
| Public Employees Retirement System of Ohio | 50,861 | $5.26M | 0.02% | −18,284−26.4% | Reduced |
| Royal Bank of Canada | 50,594 | $5.24M | 0.00% | +17,552+53.1% | Added |
| The PNC Financial Services Group, Inc. | 50,511 | $5.23M | 0.00% | +43,602+631.1% | Added |
| Credit Suisse AG | 47,661 | $4.93M | 0.00% | −1,905−3.8% | Reduced |
| Legal & General Group Plc | 47,393 | $4.91M | 0.00% | +3,419+7.8% | Added |
| Summit Global Investments | 45,469 | $4.71M | 0.30% | −7,672−14.4% | Reduced |