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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 14 | $1.00K | 0.00% | +8+133.3% | Added |
| Schubert & Co | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| IFP Advisors, Inc | 7 | $1.00K | 0.00% | +7 | New |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | +9 | New |
| C M Bidwell & Associates Ltd | 25 | $2.00K | 0.00% | −3,030−99.2% | Reduced |
| Manchester Capital Management LLC | 25 | $2.00K | 0.00% | −4−13.8% | Reduced |
| Bedel Financial Consulting, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $2.00K | 0.00% | +7+53.8% | Added |
| Lloyd Advisory Services, LLC. | 23 | $2.00K | 0.00% | +23 | New |
| Cordant, Inc. | 21 | $2.00K | 0.00% | +21 | New |
| SRS Capital Advisors, Inc. | 39 | $3.00K | 0.00% | −16−29.1% | Reduced |
| Bellevue Asset Management, LLC | 36 | $3.00K | 0.00% | −10−21.7% | Reduced |
| Glassman Wealth Services | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 50 | $4.00K | 0.00% | +50 | New |
| Country Trust Bank | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 68 | $6.00K | 0.00% | −109−61.6% | Reduced |
| Institutional & Family Asset Management, LLC | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 96 | $8.00K | 0.00% | −207−68.3% | Reduced |
| TD Waterhouse Canada Inc. | 76 | $8.47K | 0.00% | +76 | New |
| Global Financial Private Client, LLC | 97 | $8.63K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 105 | $9.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $9.00K | 0.00% | +100 | New |
| Allworth Financial LP | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 128 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 128 | $11.0K | 0.00% | +30+30.6% | Added |
| Quadrant Capital Group LLC | 132 | $12.0K | 0.00% | −11−7.7% | Reduced |
| Central Trust Co | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 208 | $18.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 243 | $21.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 269 | $23.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 279 | $24.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 290 | $25.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 280 | $25.0K | 0.01% | −11−3.8% | Reduced |
| Vigilant Capital Management, LLC | 311 | $27.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 312 | $27.0K | 0.00% | +312 | New |
| Signaturefd, LLC | 322 | $28.0K | 0.00% | +12+3.9% | Added |
| Walleye Trading LLC | 314 | $28.0K | 0.00% | +314 | New |
| TD Private Client Wealth LLC | 344 | $30.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 353 | $31.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 353 | $31.0K | 0.00% | +158+81.0% | Added |
| Harvest Fund Management Co., Ltd | 374 | $32.0K | 0.01% | +374 | New |
| Fortitude Advisory Group L.L.C. | 373 | $33.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 380 | $33.4K | 0.00% | −15−3.8% | Reduced |
| Ahrens Investment Partners LLC | 383 | $34.0K | 0.01% | +383 | New |
| Mondrian Investment Partners LTD | 400 | $35.0K | 0.00% | −33,142−98.8% | Reduced |
| FIL Ltd | 400 | $35.0K | 0.00% | −300−42.9% | Reduced |
| Tower Research Capital LLC (TRC) | 406 | $36.0K | 0.00% | −170−29.5% | Reduced |
| Global Retirement Partners, LLC | 522 | $43.0K | 0.00% | +386+283.8% | Added |
| Steward Partners Investment Advisory, LLC | 627 | $55.0K | 0.00% | +109+21.0% | Added |
| Parallel Advisors, LLC | 633 | $57.0K | 0.00% | −113−15.1% | Reduced |
| Exchange Traded Concepts, LLC | 682 | $60.0K | 0.00% | −7,138−91.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 700 | $61.0K | 0.00% | −300−30.0% | Reduced |
| Ci Investments Inc. | 703 | $62.0K | 0.00% | −3,958−84.9% | Reduced |
| Assetmark, Inc | 710 | $62.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $70.0K | 0.10% | +800 | New |
| Private Capital Group, LLC | 839 | $74.0K | 0.02% | −10−1.2% | Reduced |
| Evoke Wealth, LLC | 900 | $79.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 990 | $86.9K | 0.01% | +25+2.6% | Added |
| Covestor Ltd | 1,096 | $96.0K | 0.07% | +96+9.6% | Added |
| Huntington National Bank | 1,177 | $103.0K | 0.00% | −212−15.3% | Reduced |
| Okabena Investment Services Inc | 1,259 | $111.0K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,300 | $114.0K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,370 | $120.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,484 | $130.0K | 0.00% | −116−7.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,478 | $130.0K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,481 | $130.0K | 0.00% | +203+15.9% | Added |
| DuPont Capital Management Corp | 2,033 | $178.0K | 0.01% | +1,007+98.1% | Added |
| Johnson Financial Group, Inc. | 2,189 | $197.0K | 0.01% | −241−9.9% | Reduced |
| Kestra Advisory Services, LLC | 2,308 | $203.0K | 0.00% | +208+9.9% | Added |
| Asset Management One Co.,Ltd. | 2,345 | $205.0K | 0.00% | −3,757−61.6% | Reduced |
| Globeflex Capital L P | 2,406 | $211.0K | 0.04% | +2,406 | New |
| Xponance, Inc. | 2,430 | $213.0K | 0.00% | +10+0.4% | Added |
| Krane Funds Advisors LLC | 2,430 | $213.0K | 0.01% | +2,430 | New |
| Captrust Financial Advisors | 2,441 | $214.0K | 0.00% | −50−2.0% | Reduced |
| CWM, LLC | 2,645 | $232.0K | 0.00% | +1,275+93.1% | Added |
| CWM Advisors, LLC | 2,696 | $237.0K | 0.03% | +282+11.7% | Added |
| Private Advisor Group, LLC | 2,777 | $244.0K | 0.00% | −5,497−66.4% | Reduced |
| Gotham Asset Management, LLC | 2,791 | $245.0K | 0.01% | +2,791 | New |
| Proequities, Inc. | 2,817 | $247.0K | 0.02% | +198+7.6% | Added |
| Fulton Bank, N.A. | 2,897 | $254.0K | 0.01% | −211−6.8% | Reduced |
| Wealth Alliance | 2,950 | $259.0K | 0.05% | −374−11.3% | Reduced |
| CIBC Asset Management Inc | 2,950 | $259.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,004 | $263.0K | 0.01% | +206+7.4% | Added |
| Summit Trail Advisors, LLC | 3,039 | $267.0K | 0.02% | +3,039 | New |
| Cetera Investment Advisers | 3,065 | $269.0K | 0.00% | +3,065 | New |
| Walleye Capital LLC | 3,153 | $277.0K | 0.01% | +3,153 | New |
| Metropolitan Life Insurance Co | 3,187 | $279.8K | 0.01% | −9,757−75.4% | Reduced |
| First Bank & Trust | 3,215 | $282.0K | 0.09% | +85+2.7% | Added |
| Moloney Securities Asset Management, LLC | 3,221 | $283.0K | 0.05% | +225+7.5% | Added |
| Glenmede Trust Co NA | 3,357 | $294.0K | 0.00% | −11,288−77.1% | Reduced |
| Wellington Management Group LLP | 3,374 | $296.0K | 0.00% | 00.0% | Unchanged |
| Parametrica Management Ltd | 3,394 | $298.0K | 0.22% | +3,394 | New |
| Voya Financial Advisors, Inc. | 3,333 | $302.0K | 0.03% | −1,360−29.0% | Reduced |
| SkyOak Wealth, LLC | 3,489 | $306.0K | 0.09% | +42+1.2% | Added |
| Vestmark Advisory Solutions, Inc. | 3,550 | $312.0K | 0.02% | −350−9.0% | Reduced |
| Alps Advisors Inc | 3,571 | $314.0K | 0.00% | −562−13.6% | Reduced |
| Mackenzie Financial Corp | 3,673 | $322.0K | 0.00% | −13−0.4% | Reduced |