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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 3,447 | $357.0K | 0.09% | −49−1.4% | Reduced |
| Two Sigma Securities, LLC | 3,479 | $360.0K | 0.07% | +3,479 | New |
| Great West Life Assurance Co | 3,647 | $376.0K | 0.00% | −373−9.3% | Reduced |
| Formidable Asset Management, LLC | 3,640 | $377.0K | 0.07% | −437−10.7% | Reduced |
| Toroso Investments, LLC | 3,640 | $377.0K | 0.01% | −437−10.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,642 | $377.0K | 0.00% | +3,642 | New |
| Mackenzie Financial Corp | 3,686 | $382.0K | 0.00% | −238−6.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,900 | $404.0K | 0.02% | +199+5.4% | Added |
| State of Wyoming | 3,932 | $408.0K | 0.19% | +945+31.6% | Added |
| FDx Advisors, Inc. | 3,952 | $409.0K | 0.01% | +1,645+71.3% | Added |
| Graham Capital Management, L.P. | 4,118 | $426.0K | 0.02% | +4,118 | New |
| Alps Advisors Inc | 4,133 | $428.0K | 0.00% | +54+1.3% | Added |
| Campbell & CO Investment Adviser LLC | 4,200 | $435.0K | 0.15% | +4,200 | New |
| GW Henssler & Associates Ltd | 4,278 | $443.0K | 0.03% | +4,278 | New |
| VELA Investment Management, LLC | 4,366 | $452.0K | 0.30% | +4,366 | New |
| New York State Teachers Retirement System | 4,400 | $455.0K | 0.00% | +4,400 | New |
| Galvin, Gaustad & Stein, LLC | 4,520 | $468.0K | 0.04% | −237−5.0% | Reduced |
| Gyon Technologies Capital Management, LP | 4,628 | $479.0K | 0.09% | +4,628 | New |
| Millennium Management LLC | 4,643 | $481.0K | 0.00% | −21,273−82.1% | Reduced |
| Ci Investments Inc. | 4,661 | $483.0K | 0.00% | +2,435+109.4% | Added |
| Voya Financial Advisors, Inc. | 4,693 | $485.0K | 0.05% | +35+0.8% | Added |
| James Investment Research Inc | 4,700 | $487.0K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,795 | $496.0K | 0.06% | +530+12.4% | Added |
| Resources Management Corp | 4,831 | $500.0K | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,896 | $506.0K | 0.00% | −95−1.9% | Reduced |
| BCJ Capital Management, LLC | 5,199 | $538.0K | 0.05% | −1,267−19.6% | Reduced |
| Brookstone Capital Management | 4,857 | $541.0K | 0.01% | −1,208−19.9% | Reduced |
| Moneta Group Investment Advisors LLC | 5,294 | $548.0K | 0.02% | +365+7.4% | Added |
| Intrust Bank NA | 5,392 | $558.0K | 0.07% | 00.0% | Unchanged |
| FourThought Financial, LLC | 5,436 | $563.0K | 0.07% | −359−6.2% | Reduced |
| Meristem Family Wealth, LLC | 5,600 | $580.0K | 0.05% | 00.0% | Unchanged |
| Caxton Associates LP | 5,901 | $611.0K | 0.08% | +5,901 | New |
| Insight Folios Inc | 5,996 | $621.0K | 0.29% | +366+6.5% | Added |
| Public Employees Retirement Association of Colorado | 6,007 | $622.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,136 | $635.0K | 0.00% | +1,003+19.5% | Added |
| Asset Management One Co.,Ltd. | 6,102 | $640.0K | 0.00% | −556−8.4% | Reduced |
| IndexIQ Advisors LLC | 6,350 | $657.0K | 0.02% | −410−6.1% | Reduced |
| Origin Asset Management LLP | 6,453 | $668.0K | 0.16% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,509 | $674.0K | 0.01% | +6,509 | New |
| Wealthspire Advisors, LLC | 6,682 | $692.0K | 0.02% | +6,682 | New |
| HSBC Holdings PLC | 6,970 | $722.0K | 0.00% | +1,797+34.7% | Added |
| PDT Partners, LLC | 7,133 | $738.0K | 0.06% | +7,133 | New |
| Haverford Financial Services, Inc. | 7,185 | $744.0K | 0.17% | −4,970−40.9% | Reduced |
| Susquehanna International Group, LLP | 7,198 | $745.0K | 0.00% | +3,997+124.9% | Added |
| Commerce Bank | 7,569 | $783.0K | 0.01% | −8−0.1% | Reduced |
| Integrated Investment Consultants, LLC | 7,615 | $788.0K | 0.21% | −7−0.1% | Reduced |
| Victory Capital Management Inc | 7,655 | $792.0K | 0.00% | +5,073+196.5% | Added |
| Natixis | 7,671 | $794.0K | 0.00% | −400−5.0% | Reduced |
| Exchange Traded Concepts, LLC | 7,820 | $810.0K | 0.02% | +7,265+1,309.0% | Added |
| Versor Investments LP | 7,973 | $825.0K | 0.02% | +2,773+53.3% | Added |
| Connable Office Inc | 8,124 | $841.0K | 0.11% | −299−3.5% | Reduced |
| Twin Tree Management, LP | 8,161 | $845.0K | 0.02% | −5,630−40.8% | Reduced |
| Private Advisor Group, LLC | 8,274 | $856.0K | 0.01% | +1,812+28.0% | Added |
| Prudential PLC | 8,396 | $869.0K | 0.01% | −270−3.1% | Reduced |
| Amalgamated Bank | 8,691 | $900.0K | 0.01% | −93−1.1% | Reduced |
| Mountain Capital Investment Advisors, Inc | 7,845 | $926.0K | 0.42% | +994+14.5% | Added |
| Park Avenue Securities LLC | 9,238 | $956.0K | 0.02% | +3,217+53.4% | Added |
| Handelsbanken Fonder AB | 9,458 | $979.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 9,590 | $993.0K | 0.08% | +6,720+234.1% | Added |
| O'Shaughnessy Asset Management, LLC | 9,623 | $996.0K | 0.02% | −2,604−21.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,665 | $1.00M | 0.04% | +1,009+11.7% | Added |
| Teacher Retirement System of Texas | 9,772 | $1.01M | 0.00% | +1,473+17.7% | Added |
| Brookfield Asset Management Inc. | 9,826 | $1.02M | 0.00% | +9,826 | New |
| Kingsview Wealth Management, LLC | 10,021 | $1.04M | 0.04% | +10,021 | New |
| Tudor Investment Corp Et Al | 10,337 | $1.07M | 0.02% | −16,899−62.0% | Reduced |
| Two Sigma Advisers, LP | 10,600 | $1.10M | 0.00% | +8,300+360.9% | Added |
| Alberta Investment Management Corp | 10,863 | $1.13M | 0.01% | +10,863 | New |
| Paloma Partners Management Co | 10,901 | $1.13M | 0.04% | +10,901 | New |
| Illinois Municipal Retirement Fund | 11,009 | $1.14M | 0.03% | +2,476+29.0% | Added |
| Ergoteles LLC | 11,039 | $1.14M | 0.04% | −33,010−74.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 11,444 | $1.19M | 0.06% | +11,444 | New |
| American Century Companies Inc | 11,532 | $1.19M | 0.00% | +5,211+82.4% | Added |
| Capital Impact Advisors, LLC | 11,937 | $1.24M | 0.85% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 11,952 | $1.24M | 0.44% | −834−6.5% | Reduced |
| Squarepoint Ops LLC | 12,583 | $1.30M | 0.01% | −3,810−23.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,927 | $1.34M | 0.13% | −2,049−13.7% | Reduced |
| Geneos Wealth Management Inc. | 12,938 | $1.34M | 0.05% | +1,006+8.4% | Added |
| Metropolitan Life Insurance Co | 12,944 | $1.34M | 0.02% | −427−3.2% | Reduced |
| Arizona State Retirement System | 13,637 | $1.41M | 0.01% | −367−2.6% | Reduced |
| Atria Investments LLC | 13,650 | $1.41M | 0.03% | −1,557−10.2% | Reduced |
| NN Investment Partners Holdings N.V. | 13,694 | $1.42M | 0.01% | −3,806−21.7% | Reduced |
| State Board of Administration of Florida Retirement System | 13,818 | $1.43M | 0.00% | −292−2.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,178 | $1.47M | 0.12% | −4,246−23.0% | Reduced |
| Glenmede Trust Co NA | 14,645 | $1.51M | 0.01% | −22−0.1% | Reduced |
| Janus Henderson Group PLC | 14,677 | $1.52M | 0.00% | +2,318+18.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,759 | $1.53M | 0.00% | +742+5.3% | Added |
| AQR Capital Management LLC | 14,992 | $1.55M | 0.00% | +5,885+64.6% | Added |
| Teamwork Financial Advisors, LLC | 15,335 | $1.59M | 0.29% | −642−4.0% | Reduced |
| ProShare Advisors LLC | 15,546 | $1.61M | 0.00% | +4,639+42.5% | Added |
| Bokf, NA | 15,741 | $1.63M | 0.03% | −1,216−7.2% | Reduced |
| Ameritas Investment Partners, Inc. | 15,817 | $1.64M | 0.06% | +100+0.6% | Added |
| MML Investors Services, LLC | 15,831 | $1.64M | 0.01% | +288+1.9% | Added |
| Paragon Advisors, LLC | 16,225 | $1.68M | 0.82% | +16,225 | New |
| AE Wealth Management LLC | 16,355 | $1.69M | 0.01% | +70+0.4% | Added |
| SG Americas Securities, LLC | 17,218 | $1.78M | 0.01% | −11,831−40.7% | Reduced |
| MetLife Investment Management | 17,606 | $1.82M | 0.01% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 17,819 | $1.84M | 0.39% | −5,421−23.3% | Reduced |
| Taylor Frigon Capital Management LLC | 17,976 | $1.86M | 0.58% | +86+0.5% | Added |
| Bank of Montreal | 17,884 | $1.88M | 0.00% | +751+4.4% | Added |
| Davenport & Co LLC | 18,373 | $1.90M | 0.01% | −5,558−23.2% | Reduced |