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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 344 | $35.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 349 | $35.0K | 0.00% | −29−7.7% | Reduced |
| Vigilant Capital Management, LLC | 311 | $32.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 310 | $32.0K | 0.00% | +50+19.2% | Added |
| Dark Forest Capital Management LP | 303 | $31.0K | 0.01% | +21+7.4% | Added |
| Column Capital Advisors, LLC | 290 | $30.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 291 | $30.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 279 | $29.0K | 0.00% | +279 | New |
| Federation des caisses Desjardins du Quebec | 269 | $27.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 243 | $25.0K | 0.01% | −51−17.3% | Reduced |
| Counterpoint Mutual Funds LLC | 243 | $25.0K | 0.02% | +26+12.0% | Added |
| Central Trust Co | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 208 | $21.0K | 0.00% | +208 | New |
| TCI Wealth Advisors, Inc. | 195 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 177 | $18.0K | 0.00% | +177 | New |
| Jones Financial Companies LLLP | 158 | $16.0K | 0.00% | +48+43.6% | Added |
| Quadrant Capital Group LLC | 143 | $15.0K | 0.00% | +5+3.6% | Added |
| Global Retirement Partners, LLC | 136 | $14.0K | 0.01% | −8−5.6% | Reduced |
| Lenox Wealth Advisors, LLC | 128 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 126 | $13.0K | 0.00% | +48+61.5% | Added |
| IronBridge Private Wealth, LLC | 116 | $12.0K | 0.01% | −71−38.0% | Reduced |
| Allworth Financial LP | 116 | $12.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 105 | $11.0K | 0.00% | +105 | New |
| Global Financial Private Client, LLC | 97 | $10.0K | 0.00% | +97 | New |
| First Manhattan Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 98 | $10.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 79 | $8.00K | 0.00% | −30−27.5% | Reduced |
| First Command Financial Services, Inc. | 76 | $8.00K | 0.00% | +76 | New |
| Country Trust Bank | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 55 | $6.00K | 0.00% | −2−3.5% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 54 | $6.00K | 0.00% | +54 | New |
| NEXT Financial Group, Inc | 49 | $5.00K | 0.00% | −6−10.9% | Reduced |
| Bellevue Asset Management, LLC | 46 | $5.00K | 0.00% | −2−4.2% | Reduced |
| Glassman Wealth Services | 47 | $5.00K | 0.00% | +35+291.7% | Added |
| Manchester Capital Management LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 19 | $1.97K | 0.00% | +19 | New |
| Absolute Capital Management, LLC | 19 | $1.97K | 0.00% | +19 | New |
| Cullen/Frost Bankers, Inc. | 12 | $1.00K | 0.00% | −573−97.9% | Reduced |
| Lindbrook Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Schubert & Co | 10 | $1.00K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| 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 |