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 |
|---|---|---|---|---|---|
| Renaissance Group LLC | 18,512 | $1.92M | 0.08% | +794+4.5% | Added |
| Voya Investment Management LLC | 19,456 | $2.01M | 0.00% | −628−3.1% | Reduced |
| Cna Financial Corp | 19,531 | $2.02M | 0.53% | −1,310−6.3% | Reduced |
| Engineers Gate Manager LP | 19,536 | $2.02M | 0.09% | +16,374+517.8% | Added |
| Cannell Peter B & Co Inc | 19,600 | $2.03M | 0.06% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 21,092 | $2.18M | 0.08% | +21,092 | New |
| AXA S.A. | 21,100 | $2.18M | 0.01% | +3,100+17.2% | Added |
| Fifth Third Bancorp | 21,932 | $2.27M | 0.01% | +186+0.9% | Added |
| Whittier Trust Co | 22,292 | $2.31M | 0.04% | +735+3.4% | Added |
| Martingale Asset Management L P | 23,213 | $2.40M | 0.03% | −3,495−13.1% | Reduced |
| Qube Research & Technologies Ltd | 23,276 | $2.41M | 0.02% | +20,705+805.3% | Added |
| Aviva PLC | 23,740 | $2.46M | 0.01% | +4,771+25.2% | Added |
| Regions Financial Corp | 23,869 | $2.47M | 0.02% | +585+2.5% | Added |
| Harbor Advisors LLC | 25,000 | $2.59M | 0.48% | 00.0% | Unchanged |
| LPL Financial LLC | 25,203 | $2.61M | 0.00% | +5,005+24.8% | Added |
| Virginia Retirement Systems Et Al | 25,300 | $2.62M | 0.02% | −100−0.4% | Reduced |
| Duality Advisers, LP | 25,494 | $2.64M | 0.29% | +25,494 | New |
| US Bancorp | 25,611 | $2.65M | 0.00% | +2,252+9.6% | Added |
| Baird Financial Group, Inc. | 25,736 | $2.66M | 0.01% | −853−3.2% | Reduced |
| Manufacturers Life Insurance Company, The | 25,818 | $2.67M | 0.00% | −112−0.4% | Reduced |
| Citigroup Inc | 26,070 | $2.70M | 0.00% | +2,080+8.7% | Added |
| Occudo Quantitative Strategies LP | 26,845 | $2.78M | 0.25% | +15,002+126.7% | Added |
| Castellan Group, LLC | 27,070 | $2.80M | 1.94% | +27,070 | New |
| American International Group, Inc. | 27,153 | $2.81M | 0.01% | −813−2.9% | Reduced |
| State of New Jersey Common Pension Fund D | 28,794 | $2.98M | 0.01% | −1,629−5.4% | Reduced |
| HighTower Advisors, LLC | 29,318 | $3.03M | 0.01% | −3,086−9.5% | Reduced |
| Advisor Group Holdings, Inc. | 31,181 | $3.23M | 0.01% | +546+1.8% | Added |
| First Republic Investment Management, Inc. | 31,298 | $3.24M | 0.01% | −892−2.8% | Reduced |
| Mondrian Investment Partners LTD | 33,542 | $3.47M | 0.07% | −24,393−42.1% | Reduced |
| Truist Financial Corp | 34,298 | $3.55M | 0.01% | −5,223−13.2% | Reduced |
| Seizert Capital Partners, LLC | 34,617 | $3.58M | 0.16% | +14,794+74.6% | Added |
| Swedbank AB | 35,000 | $3.61M | 0.01% | 00.0% | Unchanged |
| O'Shares Investment Advisers, LLC | 35,166 | $3.64M | 0.26% | +1,026+3.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 39,871 | $4.13M | 2.39% | −1,386−3.4% | Reduced |
| FineMark National Bank & Trust | 41,088 | $4.25M | 0.16% | +188+0.5% | Added |
| Los Angeles Capital Management LLC | 41,269 | $4.27M | 0.02% | +38,229+1,257.5% | Added |
| ExodusPoint Capital Management, LP | 41,453 | $4.29M | 0.05% | +41,453 | New |
| Fiera Capital Corp | 41,693 | $4.32M | 0.01% | +41,693 | New |
| Argent Capital Management LLC | 42,046 | $4.35M | 0.13% | +653+1.6% | Added |
| Oppenheimer Asset Management Inc. | 42,186 | $4.37M | 0.06% | +3,247+8.3% | Added |
| STRS Ohio | 42,700 | $4.42M | 0.02% | −8,100−15.9% | Reduced |
| Triasima Portfolio Management inc. | 43,280 | $4.48M | 0.22% | −4,760−9.9% | Reduced |
| Grandeur Peak Global Advisors, LLC | 43,313 | $4.48M | 0.20% | −43,151−49.9% | Reduced |
| Summit Global Investments | 45,469 | $4.71M | 0.30% | −7,672−14.4% | Reduced |
| Legal & General Group Plc | 47,393 | $4.91M | 0.00% | +3,419+7.8% | Added |
| Credit Suisse AG | 47,661 | $4.93M | 0.00% | −1,905−3.8% | Reduced |
| The PNC Financial Services Group, Inc. | 50,511 | $5.23M | 0.00% | +43,602+631.1% | Added |
| Royal Bank of Canada | 50,594 | $5.24M | 0.00% | +17,552+53.1% | Added |
| Public Employees Retirement System of Ohio | 50,861 | $5.26M | 0.02% | −18,284−26.4% | Reduced |
| Canada Pension Plan Investment Board | 54,020 | $5.59M | 0.01% | +54,020 | New |
| Artemis Investment Management LLP | 54,721 | $5.66M | 0.04% | −21,280−28.0% | Reduced |
| Weil Company, Inc. | 55,659 | $5.76M | 2.69% | −8,677−13.5% | Reduced |
| Pictet Asset Management SA | 56,393 | $5.84M | 0.01% | +986+1.8% | Added |
| Segall Bryant & Hamill, LLC | 56,559 | $5.86M | 0.05% | +2,632+4.9% | Added |
| BNP Paribas Arbitrage, SA | 56,771 | $5.88M | 0.01% | +44,108+348.3% | Added |
| ClariVest Asset Management LLC | 57,157 | $5.92M | 0.18% | +57,157 | New |
| NFJ Investment Group, LLC | 57,369 | $5.94M | 0.11% | −12,046−17.4% | Reduced |
| Stifel Financial Corp | 64,149 | $6.64M | 0.01% | −14,570−18.5% | Reduced |
| Spectrum Management Group, LLC | 64,159 | $6.64M | 0.96% | +21,361+49.9% | Added |
| UBS Asset Management Americas Inc | 64,195 | $6.65M | 0.00% | −1,757−2.7% | Reduced |
| Raymond James & Associates | 64,999 | $6.73M | 0.01% | −15,438−19.2% | Reduced |
| Barclays PLC | 65,211 | $6.75M | 0.00% | +38,781+146.7% | Added |
| Assenagon Asset Management S.A. | 65,461 | $6.78M | 0.03% | +65,461 | New |
| Mutual of America Capital Management LLC | 67,620 | $7.00M | 0.07% | −632−0.9% | Reduced |
| Deutsche Bank AG | 67,846 | $7.02M | 0.00% | +22,425+49.4% | Added |
| Crawford Investment Counsel Inc | 70,256 | $7.27M | 0.14% | −9,910−12.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 70,653 | $7.31M | 0.01% | +70,653 | New |
| California State Teachers Retirement System | 70,690 | $7.32M | 0.01% | +991+1.4% | Added |
| Man Group plc | 76,022 | $7.87M | 0.03% | +15,581+25.8% | Added |
| Rheos Capital Works Inc. | 81,500 | $8.44M | 0.37% | +81,500 | New |
| Invesco Ltd. | 82,968 | $8.59M | 0.00% | +6,719+8.8% | Added |
| Rhumbline Advisers | 84,827 | $8.78M | 0.01% | −2,889−3.3% | Reduced |
| Voloridge Investment Management, LLC | 88,515 | $9.16M | 0.05% | +19,324+27.9% | Added |
| Prudential Financial Inc | 89,453 | $9.44M | 0.01% | +73,009+444.0% | Added |
| Northwest & Ethical Investments L.P. | 92,008 | $9.52M | 0.28% | +92,008 | New |
| Principal Financial Group Inc | 96,654 | $10.0M | 0.01% | +86,749+875.8% | Added |
| Renaissance Technologies LLC | 100,700 | $10.4M | 0.01% | +28,200+38.9% | Added |
| JPMorgan Chase & Co | 100,836 | $10.4M | 0.00% | +29,056+40.5% | Added |
| Russell Investments Group, Ltd. | 102,549 | $10.6M | 0.02% | +15,114+17.3% | Added |
| West Coast Financial LLC | 110,173 | $11.4M | 1.63% | −1,373−1.2% | Reduced |
| Pier Capital, LLC | 110,779 | $11.5M | 1.21% | −49,432−30.9% | Reduced |
| Swiss National Bank | 111,536 | $11.5M | 0.01% | −2,000−1.8% | Reduced |
| Cubist Systematic Strategies, LLC | 114,015 | $11.8M | 0.11% | +114,015 | New |
| GHP Investment Advisors, Inc. | 116,675 | $12.1M | 0.86% | +1,485+1.3% | Added |
| California Public Employees Retirement System | 116,697 | $12.1M | 0.01% | −2,265−1.9% | Reduced |
| D. E. Shaw & Co., Inc. | 119,774 | $12.4M | 0.02% | +1,050+0.9% | Added |
| Ariel Investments, LLC | 125,341 | $13.0M | 0.11% | −184,468−59.5% | Reduced |
| Nuveen Asset Management, LLC | 154,821 | $16.0M | 0.00% | −15,912−9.3% | Reduced |
| Acadian Asset Management LLC | 163,345 | $16.9M | 0.06% | +135,129+478.9% | Added |
| Montanaro Asset Management Ltd | 165,000 | $17.1M | 1.72% | −20,300−11.0% | Reduced |
| Eagle Asset Management Inc | 170,928 | $17.7M | 0.08% | −61,611−26.5% | Reduced |
| Parametric Portfolio Associates LLC | 173,075 | $17.9M | 0.01% | +6,183+3.7% | Added |
| Vestcor Inc | 180,795 | $18.7M | 0.66% | +39,782+28.2% | Added |
| Polen Capital Management LLC | 182,141 | $18.9M | 0.03% | +36,745+25.3% | Added |
| Flputnam Investment Management Co | 183,485 | $19.0M | 0.58% | −387−0.2% | Reduced |
| Federated Hermes, Inc. | 186,487 | $19.3M | 0.04% | +120,906+184.4% | Added |
| Morgan Stanley | 196,867 | $20.4M | 0.00% | +5,992+3.1% | Added |
| Royce & Associates LP | 209,376 | $21.7M | 0.16% | −137,913−39.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 225,649 | $23.4M | 0.05% | +23,367+11.6% | Added |
| Eaton Vance Management | 227,209 | $23.5M | 0.03% | −290.0% | Reduced |