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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 232,248 | $24.0M | 0.01% | −21,125−8.3% | Reduced |
| Natixis Advisors, L.P. | 244,086 | $25.3M | 0.10% | −59,490−19.6% | Reduced |
| Emerald Advisers, LLC | 246,862 | $25.6M | 0.94% | −4,861−1.9% | Reduced |
| Ancora Advisors, LLC | 247,334 | $25.6M | 0.61% | −25,602−9.4% | Reduced |
| Schroder Investment Management Group | 255,243 | $26.4M | 0.04% | −398,524−61.0% | Reduced |
| GWM Advisors LLC | 267,904 | $27.7M | 0.42% | +21,487+8.7% | Added |
| FMR LLC | 280,715 | $29.1M | 0.00% | −3,936−1.4% | Reduced |
| UBS Group AG | 284,121 | $29.4M | 0.01% | +15,552+5.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 285,537 | $29.6M | 2.06% | +12,778+4.7% | Added |
| Thrivent Financial for Lutherans | 287,552 | $29.8M | 0.06% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 290,850 | $30.1M | 1.06% | −7,840−2.6% | Reduced |
| Citadel Advisors LLC | 326,737 | $33.8M | 0.04% | −151,870−31.7% | Reduced |
| Bank of New York Mellon Corp | 336,053 | $34.8M | 0.01% | −21,041−5.9% | Reduced |
| SEI Investments Co | 352,898 | $36.5M | 0.07% | +38,675+12.3% | Added |
| Jennison Associates LLC | 409,919 | $42.4M | 0.03% | −10,355−2.5% | Reduced |
| Goldman Sachs Group Inc | 423,541 | $43.8M | 0.01% | −199,614−32.0% | Reduced |
| Charles Schwab Investment Management Inc | 433,181 | $44.8M | 0.01% | +7,955+1.9% | Added |
| Norges Bank | 446,269 | $46.2M | 0.01% | +54,234+13.8% | Added |
| New York State Common Retirement Fund | 446,801 | $46.3M | 0.05% | −75,874−14.5% | Reduced |
| Atlanta Capital Management Co L L C | 502,761 | $52.0M | 0.18% | −269,588−34.9% | Reduced |
| Franklin Resources Inc | 571,417 | $59.2M | 0.02% | −32,975−5.5% | Reduced |
| GW&K Investment Management, LLC | 574,276 | $59.4M | 0.50% | −3,783−0.7% | Reduced |
| Clearbridge Investments, LLC | 606,984 | $62.8M | 0.04% | +93,435+18.2% | Added |
| Wells Fargo & Company | 682,827 | $70.7M | 0.02% | −111,723−14.1% | Reduced |
| First Trust Advisors LP | 716,196 | $74.1M | 0.07% | −41,680−5.5% | Reduced |
| Nordea Investment Management AB | 733,621 | $75.7M | 0.09% | +40,147+5.8% | Added |
| Dimensional Fund Advisors LP | 762,571 | $78.9M | 0.02% | +6,260+0.8% | Added |
| Northern Trust Corp | 797,642 | $82.6M | 0.01% | −45,324−5.4% | Reduced |
| Ameriprise Financial Inc | 970,073 | $100.4M | 0.03% | −203,335−17.3% | Reduced |
| Geode Capital Management, LLC | 991,875 | $102.7M | 0.01% | +11,883+1.2% | Added |
| Van Berkom & Associates Inc. | 1,092,868 | $113.1M | 3.34% | −139,815−11.3% | Reduced |
| State Street Corp | 1,120,572 | $116.0M | 0.01% | +53,550+5.0% | Added |
| Fiduciary Management Inc | 1,145,413 | $118.6M | 0.87% | −455,165−28.4% | Reduced |
| Neuberger Berman Group LLC | 1,173,877 | $121.5M | 0.10% | −92,376−7.3% | Reduced |
| Bamco Inc | 1,303,376 | $134.9M | 0.29% | −9,496−0.7% | Reduced |
| Price T Rowe Associates Inc | 1,396,358 | $144.6M | 0.01% | −27,750−1.9% | Reduced |
| Bank of America Corp | 1,404,749 | $145.4M | 0.02% | −4,209−0.3% | Reduced |
| Burgundy Asset Management Ltd. | 1,635,112 | $169.3M | 1.65% | +19,253+1.2% | Added |
| Alliancebernstein L.P. | 2,452,504 | $253.9M | 0.09% | +860,727+54.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,901,012 | $300.3M | 0.69% | −633,313−17.9% | Reduced |
| Earnest Partners LLC | 3,573,806 | $370.0M | 2.13% | −98,216−2.7% | Reduced |
| BlackRock Inc. | 3,894,591 | $403.2M | 0.01% | −253,300−6.1% | Reduced |
| Vanguard Group Inc | 5,132,876 | $531.4M | 0.01% | +115,611+2.3% | Added |
| Eagle Bay Advisors LLC | 1 | – | – | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −142,238−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −129,064−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −32,506−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −27,041−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,113−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,881−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −11,846−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,738−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −9,691−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,716−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −5,520−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −4,046−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −4,032−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −3,879−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −3,575−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,981−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,260−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| BBVA USA | – | – | – | – | Not filed |