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 |
|---|---|---|---|---|---|
| Grandeur Peak Global Advisors, LLC | 43,313 | $4.48M | 0.20% | −43,151−49.9% | Reduced |
| Triasima Portfolio Management inc. | 43,280 | $4.48M | 0.22% | −4,760−9.9% | Reduced |
| STRS Ohio | 42,700 | $4.42M | 0.02% | −8,100−15.9% | Reduced |
| Oppenheimer Asset Management Inc. | 42,186 | $4.37M | 0.06% | +3,247+8.3% | Added |
| Argent Capital Management LLC | 42,046 | $4.35M | 0.13% | +653+1.6% | Added |
| Fiera Capital Corp | 41,693 | $4.32M | 0.01% | +41,693 | New |
| ExodusPoint Capital Management, LP | 41,453 | $4.29M | 0.05% | +41,453 | New |
| Los Angeles Capital Management LLC | 41,269 | $4.27M | 0.02% | +38,229+1,257.5% | Added |
| FineMark National Bank & Trust | 41,088 | $4.25M | 0.16% | +188+0.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 39,871 | $4.13M | 2.39% | −1,386−3.4% | Reduced |
| O'Shares Investment Advisers, LLC | 35,166 | $3.64M | 0.26% | +1,026+3.0% | Added |
| Swedbank AB | 35,000 | $3.61M | 0.01% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 34,617 | $3.58M | 0.16% | +14,794+74.6% | Added |
| Truist Financial Corp | 34,298 | $3.55M | 0.01% | −5,223−13.2% | Reduced |
| Mondrian Investment Partners LTD | 33,542 | $3.47M | 0.07% | −24,393−42.1% | Reduced |
| First Republic Investment Management, Inc. | 31,298 | $3.24M | 0.01% | −892−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 31,181 | $3.23M | 0.01% | +546+1.8% | Added |
| HighTower Advisors, LLC | 29,318 | $3.03M | 0.01% | −3,086−9.5% | Reduced |
| State of New Jersey Common Pension Fund D | 28,794 | $2.98M | 0.01% | −1,629−5.4% | Reduced |
| American International Group, Inc. | 27,153 | $2.81M | 0.01% | −813−2.9% | Reduced |
| Castellan Group, LLC | 27,070 | $2.80M | 1.94% | +27,070 | New |
| Occudo Quantitative Strategies LP | 26,845 | $2.78M | 0.25% | +15,002+126.7% | Added |
| Citigroup Inc | 26,070 | $2.70M | 0.00% | +2,080+8.7% | Added |
| Manufacturers Life Insurance Company, The | 25,818 | $2.67M | 0.00% | −112−0.4% | Reduced |
| Baird Financial Group, Inc. | 25,736 | $2.66M | 0.01% | −853−3.2% | Reduced |
| US Bancorp | 25,611 | $2.65M | 0.00% | +2,252+9.6% | Added |
| Duality Advisers, LP | 25,494 | $2.64M | 0.29% | +25,494 | New |
| Virginia Retirement Systems Et Al | 25,300 | $2.62M | 0.02% | −100−0.4% | Reduced |
| LPL Financial LLC | 25,203 | $2.61M | 0.00% | +5,005+24.8% | Added |
| Harbor Advisors LLC | 25,000 | $2.59M | 0.48% | 00.0% | Unchanged |
| Regions Financial Corp | 23,869 | $2.47M | 0.02% | +585+2.5% | Added |
| Aviva PLC | 23,740 | $2.46M | 0.01% | +4,771+25.2% | Added |
| Qube Research & Technologies Ltd | 23,276 | $2.41M | 0.02% | +20,705+805.3% | Added |
| Martingale Asset Management L P | 23,213 | $2.40M | 0.03% | −3,495−13.1% | Reduced |
| Whittier Trust Co | 22,292 | $2.31M | 0.04% | +735+3.4% | Added |
| Fifth Third Bancorp | 21,932 | $2.27M | 0.01% | +186+0.9% | Added |
| AXA S.A. | 21,100 | $2.18M | 0.01% | +3,100+17.2% | Added |
| AlphaCrest Capital Management LLC | 21,092 | $2.18M | 0.08% | +21,092 | New |
| Cannell Peter B & Co Inc | 19,600 | $2.03M | 0.06% | 00.0% | Unchanged |
| 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 |
| Voya Investment Management LLC | 19,456 | $2.01M | 0.00% | −628−3.1% | Reduced |
| Renaissance Group LLC | 18,512 | $1.92M | 0.08% | +794+4.5% | Added |
| Davenport & Co LLC | 18,373 | $1.90M | 0.01% | −5,558−23.2% | Reduced |
| Bank of Montreal | 17,884 | $1.88M | 0.00% | +751+4.4% | Added |
| Taylor Frigon Capital Management LLC | 17,976 | $1.86M | 0.58% | +86+0.5% | Added |
| Intercontinental Wealth Advisors, LLC | 17,819 | $1.84M | 0.39% | −5,421−23.3% | Reduced |
| MetLife Investment Management | 17,606 | $1.82M | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 17,218 | $1.78M | 0.01% | −11,831−40.7% | Reduced |
| AE Wealth Management LLC | 16,355 | $1.69M | 0.01% | +70+0.4% | Added |
| Paragon Advisors, LLC | 16,225 | $1.68M | 0.82% | +16,225 | New |
| MML Investors Services, LLC | 15,831 | $1.64M | 0.01% | +288+1.9% | Added |
| Ameritas Investment Partners, Inc. | 15,817 | $1.64M | 0.06% | +100+0.6% | Added |
| Bokf, NA | 15,741 | $1.63M | 0.03% | −1,216−7.2% | Reduced |
| ProShare Advisors LLC | 15,546 | $1.61M | 0.00% | +4,639+42.5% | Added |
| Teamwork Financial Advisors, LLC | 15,335 | $1.59M | 0.29% | −642−4.0% | Reduced |
| AQR Capital Management LLC | 14,992 | $1.55M | 0.00% | +5,885+64.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,759 | $1.53M | 0.00% | +742+5.3% | Added |
| Janus Henderson Group PLC | 14,677 | $1.52M | 0.00% | +2,318+18.8% | Added |
| Glenmede Trust Co NA | 14,645 | $1.51M | 0.01% | −22−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,178 | $1.47M | 0.12% | −4,246−23.0% | Reduced |
| State Board of Administration of Florida Retirement System | 13,818 | $1.43M | 0.00% | −292−2.1% | Reduced |
| NN Investment Partners Holdings N.V. | 13,694 | $1.42M | 0.01% | −3,806−21.7% | Reduced |
| Atria Investments LLC | 13,650 | $1.41M | 0.03% | −1,557−10.2% | Reduced |
| Arizona State Retirement System | 13,637 | $1.41M | 0.01% | −367−2.6% | Reduced |
| Metropolitan Life Insurance Co | 12,944 | $1.34M | 0.02% | −427−3.2% | Reduced |
| Geneos Wealth Management Inc. | 12,938 | $1.34M | 0.05% | +1,006+8.4% | Added |
| Alpine Woods Capital Investors, LLC | 12,927 | $1.34M | 0.13% | −2,049−13.7% | Reduced |
| Squarepoint Ops LLC | 12,583 | $1.30M | 0.01% | −3,810−23.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 11,952 | $1.24M | 0.44% | −834−6.5% | Reduced |
| Capital Impact Advisors, LLC | 11,937 | $1.24M | 0.85% | 00.0% | Unchanged |
| American Century Companies Inc | 11,532 | $1.19M | 0.00% | +5,211+82.4% | Added |
| Kiwi Wealth Investments Limited Partnership | 11,444 | $1.19M | 0.06% | +11,444 | New |
| Ergoteles LLC | 11,039 | $1.14M | 0.04% | −33,010−74.9% | Reduced |
| Illinois Municipal Retirement Fund | 11,009 | $1.14M | 0.03% | +2,476+29.0% | Added |
| Paloma Partners Management Co | 10,901 | $1.13M | 0.04% | +10,901 | New |
| Alberta Investment Management Corp | 10,863 | $1.13M | 0.01% | +10,863 | New |
| Two Sigma Advisers, LP | 10,600 | $1.10M | 0.00% | +8,300+360.9% | Added |
| Tudor Investment Corp Et Al | 10,337 | $1.07M | 0.02% | −16,899−62.0% | Reduced |
| Kingsview Wealth Management, LLC | 10,021 | $1.04M | 0.04% | +10,021 | New |
| Brookfield Asset Management Inc. | 9,826 | $1.02M | 0.00% | +9,826 | New |
| Teacher Retirement System of Texas | 9,772 | $1.01M | 0.00% | +1,473+17.7% | Added |
| Whittier Trust Co of Nevada Inc | 9,665 | $1.00M | 0.04% | +1,009+11.7% | Added |
| O'Shaughnessy Asset Management, LLC | 9,623 | $996.0K | 0.02% | −2,604−21.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 9,590 | $993.0K | 0.08% | +6,720+234.1% | Added |
| Handelsbanken Fonder AB | 9,458 | $979.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,238 | $956.0K | 0.02% | +3,217+53.4% | Added |
| Mountain Capital Investment Advisors, Inc | 7,845 | $926.0K | 0.42% | +994+14.5% | Added |
| Amalgamated Bank | 8,691 | $900.0K | 0.01% | −93−1.1% | Reduced |
| Prudential PLC | 8,396 | $869.0K | 0.01% | −270−3.1% | Reduced |
| Private Advisor Group, LLC | 8,274 | $856.0K | 0.01% | +1,812+28.0% | Added |
| Twin Tree Management, LP | 8,161 | $845.0K | 0.02% | −5,630−40.8% | Reduced |
| Connable Office Inc | 8,124 | $841.0K | 0.11% | −299−3.5% | Reduced |
| Versor Investments LP | 7,973 | $825.0K | 0.02% | +2,773+53.3% | Added |
| Exchange Traded Concepts, LLC | 7,820 | $810.0K | 0.02% | +7,265+1,309.0% | Added |
| Natixis | 7,671 | $794.0K | 0.00% | −400−5.0% | Reduced |
| Victory Capital Management Inc | 7,655 | $792.0K | 0.00% | +5,073+196.5% | Added |
| Integrated Investment Consultants, LLC | 7,615 | $788.0K | 0.21% | −7−0.1% | Reduced |
| Commerce Bank | 7,569 | $783.0K | 0.01% | −8−0.1% | Reduced |
| Susquehanna International Group, LLP | 7,198 | $745.0K | 0.00% | +3,997+124.9% | Added |