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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 12 | $1.00K | 0.00% | −573−97.9% | Reduced |
| Lindbrook Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Schubert & Co | 10 | $1.00K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| McDonald Partners LLC | 19 | $1.97K | 0.00% | +19 | New |
| Absolute Capital Management, LLC | 19 | $1.97K | 0.00% | +19 | New |
| Bedel Financial Consulting, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 49 | $5.00K | 0.00% | −6−10.9% | Reduced |
| Bellevue Asset Management, LLC | 46 | $5.00K | 0.00% | −2−4.2% | Reduced |
| Glassman Wealth Services | 47 | $5.00K | 0.00% | +35+291.7% | Added |
| Country Trust Bank | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 55 | $6.00K | 0.00% | −2−3.5% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 54 | $6.00K | 0.00% | +54 | New |
| Institutional & Family Asset Management, LLC | 79 | $8.00K | 0.00% | −30−27.5% | Reduced |
| First Command Financial Services, Inc. | 76 | $8.00K | 0.00% | +76 | New |
| First Manhattan Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 98 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 97 | $10.0K | 0.00% | +97 | New |
| KB Financial Partners, LLC | 105 | $11.0K | 0.00% | +105 | New |
| IronBridge Private Wealth, LLC | 116 | $12.0K | 0.01% | −71−38.0% | Reduced |
| Allworth Financial LP | 116 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 128 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 126 | $13.0K | 0.00% | +48+61.5% | Added |
| Global Retirement Partners, LLC | 136 | $14.0K | 0.01% | −8−5.6% | Reduced |
| Quadrant Capital Group LLC | 143 | $15.0K | 0.00% | +5+3.6% | Added |
| Jones Financial Companies LLLP | 158 | $16.0K | 0.00% | +48+43.6% | Added |
| Parkside Financial Bank & Trust | 177 | $18.0K | 0.00% | +177 | New |
| TCI Wealth Advisors, Inc. | 195 | $20.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 208 | $21.0K | 0.00% | +208 | New |
| Carolinas Wealth Consulting LLC | 243 | $25.0K | 0.01% | −51−17.3% | Reduced |
| Counterpoint Mutual Funds LLC | 243 | $25.0K | 0.02% | +26+12.0% | Added |
| Federation des caisses Desjardins du Quebec | 269 | $27.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 279 | $29.0K | 0.00% | +279 | New |
| Column Capital Advisors, LLC | 290 | $30.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 291 | $30.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 303 | $31.0K | 0.01% | +21+7.4% | Added |
| Vigilant Capital Management, LLC | 311 | $32.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 310 | $32.0K | 0.00% | +50+19.2% | Added |
| First Horizon Advisors, Inc. | 349 | $35.0K | 0.00% | −29−7.7% | Reduced |
| TD Private Client Wealth LLC | 344 | $35.6K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 353 | $37.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 373 | $39.0K | 0.02% | +373 | New |
| American Portfolios Advisors | 395 | $40.9K | 0.00% | −5,604−93.4% | Reduced |
| Snowden Capital Advisors LLC | 464 | $48.0K | 0.00% | +464 | New |
| Steward Partners Investment Advisory, LLC | 518 | $54.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 549 | $56.0K | 0.00% | +259+89.3% | Added |
| Tower Research Capital LLC (TRC) | 576 | $60.0K | 0.00% | −3,899−87.1% | Reduced |
| FIL Ltd | 700 | $72.0K | 0.00% | −12,718−94.8% | Reduced |
| Assetmark, Inc | 710 | $73.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 746 | $77.0K | 0.00% | +54+7.8% | Added |
| Meeder Asset Management Inc | 844 | $87.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 849 | $88.0K | 0.02% | −1−0.1% | Reduced |
| Evoke Wealth, LLC | 900 | $93.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10,248 | $99.0K | 0.00% | +10,248 | New |
| Anchor Investment Management, LLC | 965 | $99.9K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,000 | $103.0K | 0.00% | +20+2.0% | Added |
| Covestor Ltd | 1,000 | $104.0K | 0.15% | +1,000 | New |
| DuPont Capital Management Corp | 1,026 | $106.0K | 0.00% | +1,026 | New |
| Okabena Investment Services Inc | 1,259 | $130.0K | 0.05% | +1,259 | New |
| Van Eck Associates Corp | 1,278 | $132.0K | 0.00% | +122+10.6% | Added |
| FinTrust Capital Advisors, LLC | 1,300 | $135.0K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,370 | $142.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,370 | $142.0K | 0.00% | +1,370 | New |
| Huntington National Bank | 1,389 | $144.0K | 0.00% | −319−18.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,478 | $153.0K | 0.02% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 1,502 | $155.0K | 0.06% | +1,502 | New |
| Nisa Investment Advisors, LLC | 1,600 | $170.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,946 | $201.0K | 0.01% | +1,946 | New |
| Wolverine Trading, LLC | 1,968 | $203.0K | 0.00% | +1,968 | New |
| Alphasimplex Group, LLC | 1,971 | $204.0K | 0.35% | −6,434−76.5% | Reduced |
| Quantamental Technologies LLC | 1,983 | $205.0K | 0.10% | +1,983 | New |
| Loews Corp | 2,000 | $207.0K | 0.00% | +2,000 | New |
| Stratos Wealth Advisors, LLC | 2,024 | $210.0K | 0.02% | +2,024 | New |
| Profund Advisors LLC | 2,083 | $216.0K | 0.01% | +2,083 | New |
| Kestra Advisory Services, LLC | 2,100 | $217.0K | 0.00% | −386−15.5% | Reduced |
| Johnson Financial Group, Inc. | 2,430 | $219.0K | 0.01% | +2,430 | New |
| Janney Montgomery Scott LLC | 2,346 | $243.0K | 0.00% | +2,346 | New |
| CWM Advisors, LLC | 2,414 | $250.0K | 0.03% | −28−1.1% | Reduced |
| Xponance, Inc. | 2,420 | $251.0K | 0.00% | +18+0.7% | Added |
| Captrust Financial Advisors | 2,491 | $258.0K | 0.00% | −459−15.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 2,490 | $258.0K | 0.06% | +2,490 | New |
| Ensign Peak Advisors, Inc | 2,595 | $269.0K | 0.00% | +2,595 | New |
| Proequities, Inc. | 2,619 | $271.0K | 0.02% | +74+2.9% | Added |
| Dynamic Technology Lab Private Ltd | 2,747 | $284.0K | 0.03% | +2,747 | New |
| Advisory Services Network, LLC | 2,798 | $289.0K | 0.01% | −210−7.0% | Reduced |
| Brinker Capital Investments, LLC | 2,799 | $290.0K | 0.00% | −29,368−91.3% | Reduced |
| State of Wisconsin Investment Board | 2,800 | $290.0K | 0.00% | +2,800 | New |
| CIBC Asset Management Inc | 2,950 | $305.0K | 0.00% | +110+3.9% | Added |
| Moloney Securities Asset Management, LLC | 2,996 | $310.0K | 0.05% | −271−8.3% | Reduced |
| Riverwater Partners LLC | 3,019 | $313.0K | 0.28% | +3,019 | New |
| C M Bidwell & Associates Ltd | 3,055 | $316.0K | 0.19% | +2,830+1,257.8% | Added |
| Twinbeech Capital LP | 3,071 | $318.0K | 0.02% | +3,071 | New |
| Fulton Bank, N.A. | 3,108 | $321.0K | 0.01% | −54−1.7% | Reduced |
| First Bank & Trust | 3,130 | $324.0K | 0.14% | +340+12.2% | Added |
| National Asset Management, Inc. | 3,272 | $339.0K | 0.01% | +230+7.6% | Added |
| Wealth Alliance | 3,324 | $344.0K | 0.07% | −1,085−24.6% | Reduced |
| Wellington Management Group LLP | 3,374 | $349.0K | 0.00% | +3,374 | New |