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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.

Q4 2021 vs. Q3 2021

How the institutions holding Houlihan Lokey, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of HLI: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders3081344+37
Shares51.9M44.8K50.3M−1.48M (−2.8%)
Value$4.78B$4.13M$5.21B+$438.6M (+9.2%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held Houlihan Lokey, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to HLI in Q4 2021
InstitutionSharesValue% of portfolio
Cubist Systematic Strategies, LLC114,015$11.8M0.11%
Northwest & Ethical Investments L.P.92,008$9.52M0.28%
Rheos Capital Works Inc.81,500$8.44M0.37%
Allspring Global Investments Holdings, LLC70,653$7.31M0.01%
Assenagon Asset Management S.A.65,461$6.78M0.03%
ClariVest Asset Management LLC57,157$5.92M0.18%
Canada Pension Plan Investment Board54,020$5.59M0.01%
Fiera Capital Corp41,693$4.32M0.01%
ExodusPoint Capital Management, LP41,453$4.29M0.05%
Castellan Group, LLC27,070$2.80M1.94%
Duality Advisers, LP25,494$2.64M0.29%
AlphaCrest Capital Management LLC21,092$2.18M0.08%
Paragon Advisors, LLC16,225$1.68M0.82%
Kiwi Wealth Investments Limited Partnership11,444$1.19M0.06%
Paloma Partners Management Co10,901$1.13M0.04%
Alberta Investment Management Corp10,863$1.13M0.01%
Kingsview Wealth Management, LLC10,021$1.04M0.04%
Brookfield Asset Management Inc.9,826$1.02M0.00%
PDT Partners, LLC7,133$738.0K0.06%
Wealthspire Advisors, LLC6,682$692.0K0.02%
Verition Fund Management LLC6,509$674.0K0.01%
Caxton Associates LP5,901$611.0K0.08%
Gyon Technologies Capital Management, LP4,628$479.0K0.09%
New York State Teachers Retirement System4,400$455.0K0.00%
VELA Investment Management, LLC4,366$452.0K0.30%
GW Henssler & Associates Ltd4,278$443.0K0.03%
Campbell & CO Investment Adviser LLC4,200$435.0K0.15%
Graham Capital Management, L.P.4,118$426.0K0.02%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,642$377.0K0.00%
Two Sigma Securities, LLC3,479$360.0K0.07%
Wellington Management Group LLP3,374$349.0K0.00%
Twinbeech Capital LP3,071$318.0K0.02%
Riverwater Partners LLC3,019$313.0K0.28%
State of Wisconsin Investment Board2,800$290.0K0.00%
Dynamic Technology Lab Private Ltd2,747$284.0K0.03%
Ensign Peak Advisors, Inc2,595$269.0K0.00%
YorkBridge Wealth Partners, LLC2,490$258.0K0.06%
Janney Montgomery Scott LLC2,346$243.0K0.00%
Johnson Financial Group, Inc.2,430$219.0K0.01%
Profund Advisors LLC2,083$216.0K0.01%
Stratos Wealth Advisors, LLC2,024$210.0K0.02%
Loews Corp2,000$207.0K0.00%
Quantamental Technologies LLC1,983$205.0K0.10%
Wolverine Trading, LLC1,968$203.0K0.00%
Resources Investment Advisors, LLC.1,946$201.0K0.01%
Scissortail Wealth Management, LLC1,502$155.0K0.06%
CWM, LLC1,370$142.0K0.00%
Okabena Investment Services Inc1,259$130.0K0.05%
DuPont Capital Management Corp1,026$106.0K0.00%
Covestor Ltd1,000$104.0K0.15%
Castleview Partners, LLC10,248$99.0K0.00%
Snowden Capital Advisors LLC464$48.0K0.00%
Fortitude Advisory Group L.L.C.373$39.0K0.02%
Washington Trust Advisors, Inc.279$29.0K0.00%
Umb Bank N A208$21.0K0.00%
Parkside Financial Bank & Trust177$18.0K0.00%
KB Financial Partners, LLC105$11.0K0.00%
Global Financial Private Client, LLC97$10.0K0.00%
First Command Financial Services, Inc.76$8.00K0.00%
Henrickson Nauta Wealth Advisors, Inc.54$6.00K0.00%
McDonald Partners LLC19$1.97K0.00%
Absolute Capital Management, LLC19$1.97K0.00%
JFS Wealth Advisors, LLC13$1.00K0.00%
Schubert & Co10$1.00K0.00%
CoreCap Advisors, LLC4$1.00K0.00%

Sold out (28)

Institutions that held Houlihan Lokey, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (1)

Institutions that held Houlihan Lokey, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLI in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
BBVA USA44,842$4.13M