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 |
|---|---|---|---|---|---|
| Haverford Financial Services, Inc. | 7,185 | $744.0K | 0.17% | −4,970−40.9% | Reduced |
| PDT Partners, LLC | 7,133 | $738.0K | 0.06% | +7,133 | New |
| HSBC Holdings PLC | 6,970 | $722.0K | 0.00% | +1,797+34.7% | Added |
| Wealthspire Advisors, LLC | 6,682 | $692.0K | 0.02% | +6,682 | New |
| Verition Fund Management LLC | 6,509 | $674.0K | 0.01% | +6,509 | New |
| Origin Asset Management LLP | 6,453 | $668.0K | 0.16% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 6,350 | $657.0K | 0.02% | −410−6.1% | Reduced |
| Asset Management One Co.,Ltd. | 6,102 | $640.0K | 0.00% | −556−8.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,136 | $635.0K | 0.00% | +1,003+19.5% | Added |
| Public Employees Retirement Association of Colorado | 6,007 | $622.0K | 0.00% | 00.0% | Unchanged |
| Insight Folios Inc | 5,996 | $621.0K | 0.29% | +366+6.5% | Added |
| Caxton Associates LP | 5,901 | $611.0K | 0.08% | +5,901 | New |
| Meristem Family Wealth, LLC | 5,600 | $580.0K | 0.05% | 00.0% | Unchanged |
| FourThought Financial, LLC | 5,436 | $563.0K | 0.07% | −359−6.2% | Reduced |
| Intrust Bank NA | 5,392 | $558.0K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,294 | $548.0K | 0.02% | +365+7.4% | Added |
| Brookstone Capital Management | 4,857 | $541.0K | 0.01% | −1,208−19.9% | Reduced |
| BCJ Capital Management, LLC | 5,199 | $538.0K | 0.05% | −1,267−19.6% | Reduced |
| Rockefeller Capital Management L.P. | 4,896 | $506.0K | 0.00% | −95−1.9% | Reduced |
| Resources Management Corp | 4,831 | $500.0K | 0.07% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,795 | $496.0K | 0.06% | +530+12.4% | Added |
| James Investment Research Inc | 4,700 | $487.0K | 0.04% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,693 | $485.0K | 0.05% | +35+0.8% | Added |
| Ci Investments Inc. | 4,661 | $483.0K | 0.00% | +2,435+109.4% | Added |
| Millennium Management LLC | 4,643 | $481.0K | 0.00% | −21,273−82.1% | Reduced |
| Gyon Technologies Capital Management, LP | 4,628 | $479.0K | 0.09% | +4,628 | New |
| Galvin, Gaustad & Stein, LLC | 4,520 | $468.0K | 0.04% | −237−5.0% | Reduced |
| New York State Teachers Retirement System | 4,400 | $455.0K | 0.00% | +4,400 | New |
| VELA Investment Management, LLC | 4,366 | $452.0K | 0.30% | +4,366 | New |
| GW Henssler & Associates Ltd | 4,278 | $443.0K | 0.03% | +4,278 | New |
| Campbell & CO Investment Adviser LLC | 4,200 | $435.0K | 0.15% | +4,200 | New |
| Alps Advisors Inc | 4,133 | $428.0K | 0.00% | +54+1.3% | Added |
| Graham Capital Management, L.P. | 4,118 | $426.0K | 0.02% | +4,118 | New |
| FDx Advisors, Inc. | 3,952 | $409.0K | 0.01% | +1,645+71.3% | Added |
| State of Wyoming | 3,932 | $408.0K | 0.19% | +945+31.6% | Added |
| Vestmark Advisory Solutions, Inc. | 3,900 | $404.0K | 0.02% | +199+5.4% | Added |
| Mackenzie Financial Corp | 3,686 | $382.0K | 0.00% | −238−6.1% | 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 |
| Great West Life Assurance Co | 3,647 | $376.0K | 0.00% | −373−9.3% | Reduced |
| Two Sigma Securities, LLC | 3,479 | $360.0K | 0.07% | +3,479 | New |
| SkyOak Wealth, LLC | 3,447 | $357.0K | 0.09% | −49−1.4% | Reduced |
| Wellington Management Group LLP | 3,374 | $349.0K | 0.00% | +3,374 | New |
| Wealth Alliance | 3,324 | $344.0K | 0.07% | −1,085−24.6% | Reduced |
| National Asset Management, Inc. | 3,272 | $339.0K | 0.01% | +230+7.6% | Added |
| First Bank & Trust | 3,130 | $324.0K | 0.14% | +340+12.2% | Added |
| Fulton Bank, N.A. | 3,108 | $321.0K | 0.01% | −54−1.7% | Reduced |
| Twinbeech Capital LP | 3,071 | $318.0K | 0.02% | +3,071 | New |
| C M Bidwell & Associates Ltd | 3,055 | $316.0K | 0.19% | +2,830+1,257.8% | Added |
| Riverwater Partners LLC | 3,019 | $313.0K | 0.28% | +3,019 | New |
| Moloney Securities Asset Management, LLC | 2,996 | $310.0K | 0.05% | −271−8.3% | Reduced |
| CIBC Asset Management Inc | 2,950 | $305.0K | 0.00% | +110+3.9% | Added |
| 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 |
| Advisory Services Network, LLC | 2,798 | $289.0K | 0.01% | −210−7.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,747 | $284.0K | 0.03% | +2,747 | New |
| Proequities, Inc. | 2,619 | $271.0K | 0.02% | +74+2.9% | Added |
| Ensign Peak Advisors, Inc | 2,595 | $269.0K | 0.00% | +2,595 | New |
| 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 |
| Xponance, Inc. | 2,420 | $251.0K | 0.00% | +18+0.7% | Added |
| CWM Advisors, LLC | 2,414 | $250.0K | 0.03% | −28−1.1% | Reduced |
| Janney Montgomery Scott LLC | 2,346 | $243.0K | 0.00% | +2,346 | New |
| Johnson Financial Group, Inc. | 2,430 | $219.0K | 0.01% | +2,430 | New |
| Kestra Advisory Services, LLC | 2,100 | $217.0K | 0.00% | −386−15.5% | Reduced |
| Profund Advisors LLC | 2,083 | $216.0K | 0.01% | +2,083 | New |
| Stratos Wealth Advisors, LLC | 2,024 | $210.0K | 0.02% | +2,024 | New |
| Loews Corp | 2,000 | $207.0K | 0.00% | +2,000 | New |
| Quantamental Technologies LLC | 1,983 | $205.0K | 0.10% | +1,983 | New |
| Alphasimplex Group, LLC | 1,971 | $204.0K | 0.35% | −6,434−76.5% | Reduced |
| Wolverine Trading, LLC | 1,968 | $203.0K | 0.00% | +1,968 | New |
| Resources Investment Advisors, LLC. | 1,946 | $201.0K | 0.01% | +1,946 | New |
| Nisa Investment Advisors, LLC | 1,600 | $170.0K | 0.00% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 1,502 | $155.0K | 0.06% | +1,502 | New |
| Harbor Investment Advisory, LLC | 1,478 | $153.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,389 | $144.0K | 0.00% | −319−18.7% | Reduced |
| Macquarie Group Ltd | 1,370 | $142.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,370 | $142.0K | 0.00% | +1,370 | New |
| FinTrust Capital Advisors, LLC | 1,300 | $135.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,278 | $132.0K | 0.00% | +122+10.6% | Added |
| Okabena Investment Services Inc | 1,259 | $130.0K | 0.05% | +1,259 | New |
| DuPont Capital Management Corp | 1,026 | $106.0K | 0.00% | +1,026 | New |
| Covestor Ltd | 1,000 | $104.0K | 0.15% | +1,000 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,000 | $103.0K | 0.00% | +20+2.0% | Added |
| Anchor Investment Management, LLC | 965 | $99.9K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10,248 | $99.0K | 0.00% | +10,248 | New |
| Evoke Wealth, LLC | 900 | $93.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 849 | $88.0K | 0.02% | −1−0.1% | Reduced |
| Meeder Asset Management Inc | 844 | $87.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 746 | $77.0K | 0.00% | +54+7.8% | Added |
| Assetmark, Inc | 710 | $73.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 700 | $72.0K | 0.00% | −12,718−94.8% | Reduced |
| Tower Research Capital LLC (TRC) | 576 | $60.0K | 0.00% | −3,899−87.1% | Reduced |
| Lazard Asset Management LLC | 549 | $56.0K | 0.00% | +259+89.3% | Added |
| Steward Partners Investment Advisory, LLC | 518 | $54.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 464 | $48.0K | 0.00% | +464 | New |
| American Portfolios Advisors | 395 | $40.9K | 0.00% | −5,604−93.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 373 | $39.0K | 0.02% | +373 | New |
| Jackson, Grant Investment Advisers, Inc. | 353 | $37.0K | 0.02% | 00.0% | Unchanged |