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, Q1 2022
Institutional positions in Houlihan Lokey, Inc. as of Mar 31, 2022. 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
- 343
- +1 vs. Q4 2021
- Shares held
- 50.3M
- −77.4K (−0.2%) vs. Q4 2021
- Total value
- $4.42B
- −$793.1M (−15.2%) vs. Q4 2021
- New holders
- 47
- 136 more added
- Sold out
- 46
- 120 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,042,914 | $442.8M | 0.01% | −89,962−1.8% | Reduced |
| BlackRock Inc. | 3,707,014 | $325.5M | 0.01% | −187,577−4.8% | Reduced |
| Earnest Partners LLC | 3,519,698 | $309.0M | 1.83% | −54,108−1.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,914,244 | $255.9M | 0.68% | +13,232+0.5% | Added |
| Alliancebernstein L.P. | 2,502,906 | $219.8M | 0.08% | +50,402+2.1% | Added |
| Burgundy Asset Management Ltd. | 1,587,860 | $139.4M | 1.48% | −47,252−2.9% | Reduced |
| Bank of America Corp | 1,414,349 | $124.2M | 0.01% | +9,600+0.7% | Added |
| Price T Rowe Associates Inc | 1,398,417 | $122.8M | 0.01% | +2,059+0.1% | Added |
| Bamco Inc | 1,300,976 | $114.2M | 0.28% | −2,400−0.2% | Reduced |
| Neuberger Berman Group LLC | 1,144,161 | $100.5M | 0.09% | −29,716−2.5% | Reduced |
| State Street Corp | 1,107,322 | $97.2M | 0.00% | −13,250−1.2% | Reduced |
| Geode Capital Management, LLC | 1,076,740 | $94.6M | 0.01% | +84,865+8.6% | Added |
| Fiduciary Management Inc | 991,164 | $87.0M | 0.70% | −154,249−13.5% | Reduced |
| Ameriprise Financial Inc | 821,319 | $72.1M | 0.02% | −148,754−15.3% | Reduced |
| Dimensional Fund Advisors LP | 802,394 | $70.5M | 0.02% | +39,823+5.2% | Added |
| First Trust Advisors LP | 774,565 | $68.0M | 0.07% | +58,369+8.1% | Added |
| Northern Trust Corp | 771,677 | $67.8M | 0.01% | −25,965−3.3% | Reduced |
| Wells Fargo & Company | 766,232 | $67.3M | 0.02% | +83,405+12.2% | Added |
| Van Berkom & Associates Inc. | 740,941 | $65.1M | 2.33% | −351,927−32.2% | Reduced |
| Nordea Investment Management AB | 625,471 | $56.7M | 0.07% | −108,150−14.7% | Reduced |
| Clearbridge Investments, LLC | 606,984 | $53.3M | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 571,114 | $50.1M | 0.45% | −3,162−0.6% | Reduced |
| Schroder Investment Management Group | 546,206 | $49.6M | 0.07% | +290,963+114.0% | Added |
| Goldman Sachs Group Inc | 539,143 | $47.3M | 0.01% | +115,602+27.3% | Added |
| Franklin Resources Inc | 507,830 | $44.6M | 0.02% | −63,587−11.1% | Reduced |
| Atlanta Capital Management Co L L C | 499,374 | $43.8M | 0.16% | −3,387−0.7% | Reduced |
| New York State Common Retirement Fund | 446,847 | $39.2M | 0.04% | +460.0% | Added |
| Federated Hermes, Inc. | 445,846 | $39.1M | 0.09% | +259,359+139.1% | Added |
| Norges Bank | 443,777 | $39.0M | 0.01% | −2,492−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 439,475 | $38.6M | 0.01% | +6,294+1.5% | Added |
| Jennison Associates LLC | 422,072 | $37.1M | 0.03% | +12,153+3.0% | Added |
| SEI Investments Co | 390,187 | $34.2M | 0.07% | +37,289+10.6% | Added |
| Bank of New York Mellon Corp | 336,450 | $29.5M | 0.01% | +397+0.1% | Added |
| GWM Advisors LLC | 302,927 | $26.6M | 0.46% | +35,023+13.1% | Added |
| Thrivent Financial for Lutherans | 296,821 | $26.1M | 0.05% | +9,269+3.2% | Added |
| Morgan Stanley | 296,055 | $26.0M | 0.00% | +99,188+50.4% | Added |
| FMR LLC | 286,101 | $25.1M | 0.00% | +5,386+1.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 283,080 | $24.9M | 1.85% | −2,457−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 269,100 | $23.6M | 0.06% | +43,451+19.3% | Added |
| Natixis Advisors, L.P. | 261,761 | $23.0M | 0.09% | +17,675+7.2% | Added |
| Eaton Vance Management | 245,973 | $21.6M | 0.02% | +18,764+8.3% | Added |
| Envestnet Asset Management Inc | 242,375 | $21.3M | 0.01% | +10,127+4.4% | Added |
| Emerald Advisers, LLC | 237,470 | $20.9M | 0.79% | −9,392−3.8% | Reduced |
| Ancora Advisors, LLC | 234,039 | $20.5M | 0.50% | −13,295−5.4% | Reduced |
| Acadian Asset Management LLC | 224,537 | $19.7M | 0.08% | +61,192+37.5% | Added |
| UBS Group AG | 217,124 | $19.1M | 0.01% | −66,997−23.6% | Reduced |
| Parametric Portfolio Associates LLC | 208,968 | $18.3M | 0.01% | +35,893+20.7% | Added |
| Emerald Mutual Fund Advisers Trust | 202,111 | $17.7M | 0.78% | −88,739−30.5% | Reduced |
| Royce & Associates LP | 200,097 | $17.6M | 0.15% | −9,279−4.4% | Reduced |
| Flputnam Investment Management Co | 180,133 | $15.8M | 0.50% | −3,352−1.8% | Reduced |
| Polen Capital Management LLC | 174,617 | $15.3M | 0.03% | −7,524−4.1% | Reduced |
| Eagle Asset Management Inc | 163,764 | $14.4M | 0.07% | −7,164−4.2% | Reduced |
| Nuveen Asset Management, LLC | 153,516 | $14.2M | 0.00% | −1,305−0.8% | Reduced |
| Russell Investments Group, Ltd. | 159,894 | $14.1M | 0.02% | +57,345+55.9% | Added |
| Jacobs Levy Equity Management, Inc | 151,761 | $13.3M | 0.09% | +151,761 | New |
| Vestcor Inc | 138,726 | $12.2M | 0.42% | −42,069−23.3% | Reduced |
| Renaissance Technologies LLC | 135,100 | $11.9M | 0.01% | +34,400+34.2% | Added |
| Deutsche Bank AG | 131,481 | $11.5M | 0.01% | +63,635+93.8% | Added |
| Ariel Investments, LLC | 126,117 | $11.1M | 0.10% | +776+0.6% | Added |
| Swiss National Bank | 120,536 | $10.6M | 0.01% | +9,000+8.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 118,500 | $10.4M | 0.40% | +118,500 | New |
| GHP Investment Advisors, Inc. | 118,419 | $10.4M | 0.68% | +1,744+1.5% | Added |
| JPMorgan Chase & Co | 117,793 | $10.3M | 0.00% | +16,957+16.8% | Added |
| California Public Employees Retirement System | 115,003 | $10.1M | 0.01% | −1,694−1.5% | Reduced |
| Montanaro Asset Management Ltd | 112,500 | $9.88M | 1.22% | −52,500−31.8% | Reduced |
| Millennium Management LLC | 111,982 | $9.83M | 0.01% | +107,339+2,311.8% | Added |
| West Coast Financial LLC | 111,655 | $9.80M | 1.51% | +1,482+1.3% | Added |
| Pier Capital, LLC | 109,624 | $9.63M | 1.23% | −1,155−1.0% | Reduced |
| Spectrum Management Group, LLC | 100,005 | $8.78M | 1.39% | +35,846+55.9% | Added |
| Northwest & Ethical Investments L.P. | 83,364 | $7.32M | 0.23% | −8,644−9.4% | Reduced |
| Man Group plc | 83,214 | $7.31M | 0.03% | +7,192+9.5% | Added |
| Rheos Capital Works Inc. | 81,500 | $7.16M | 0.34% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 80,331 | $7.05M | 2.10% | +80,331 | New |
| Rhumbline Advisers | 79,059 | $6.94M | 0.01% | −5,768−6.8% | Reduced |
| Cubist Systematic Strategies, LLC | 77,013 | $6.76M | 0.06% | −37,002−32.5% | Reduced |
| First Republic Investment Management, Inc. | 71,448 | $6.27M | 0.01% | +40,150+128.3% | Added |
| Lazard Asset Management LLC | 70,569 | $6.20M | 0.01% | +70,020+12,754.1% | Added |
| Crawford Investment Counsel Inc | 69,906 | $6.14M | 0.12% | −350−0.5% | Reduced |
| Principal Financial Group Inc | 69,485 | $6.10M | 0.00% | −27,169−28.1% | Reduced |
| UBS Asset Management Americas Inc | 68,594 | $6.02M | 0.00% | +4,399+6.9% | Added |
| California State Teachers Retirement System | 65,350 | $5.74M | 0.01% | −5,340−7.6% | Reduced |
| Mutual of America Capital Management LLC | 64,802 | $5.69M | 0.06% | −2,818−4.2% | Reduced |
| AXA S.A. | 64,500 | $5.66M | 0.02% | +43,400+205.7% | Added |
| Stifel Financial Corp | 63,299 | $5.56M | 0.01% | −850−1.3% | Reduced |
| Voloridge Investment Management, LLC | 63,006 | $5.53M | 0.03% | −25,509−28.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 61,767 | $5.42M | 0.01% | −8,886−12.6% | Reduced |
| Invesco Ltd. | 57,150 | $5.02M | 0.00% | −25,818−31.1% | Reduced |
| ClariVest Asset Management LLC | 57,157 | $5.02M | 0.20% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 56,702 | $4.98M | 0.05% | +143+0.3% | Added |
| Raymond James & Associates | 54,912 | $4.82M | 0.00% | −10,087−15.5% | Reduced |
| D. E. Shaw & Co., Inc. | 54,139 | $4.75M | 0.01% | −65,635−54.8% | Reduced |
| STRS Ohio | 53,500 | $4.70M | 0.02% | +10,800+25.3% | Added |
| NFJ Investment Group, LLC | 53,186 | $4.67M | 0.09% | −4,183−7.3% | Reduced |
| Credit Suisse AG | 51,434 | $4.52M | 0.00% | +3,773+7.9% | Added |
| Triasima Portfolio Management inc. | 50,535 | $4.44M | 0.21% | +7,255+16.8% | Added |
| Public Employees Retirement System of Ohio | 50,122 | $4.40M | 0.02% | −739−1.5% | Reduced |
| Magnetar Financial LLC | 48,295 | $4.24M | 0.05% | +48,295 | New |
| Legal & General Group Plc | 47,834 | $4.20M | 0.00% | +441+0.9% | Added |
| Royal Bank of Canada | 46,378 | $4.07M | 0.00% | −4,216−8.3% | Reduced |
| The PNC Financial Services Group, Inc. | 44,798 | $3.93M | 0.00% | −5,713−11.3% | Reduced |