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 |
|---|---|---|---|---|---|
| Galvin, Gaustad & Stein, LLC | 3,802 | $334.0K | 0.03% | −718−15.9% | Reduced |
| Formidable Asset Management, LLC | 3,882 | $341.0K | 0.07% | +242+6.6% | Added |
| YorkBridge Wealth Partners, LLC | 3,887 | $341.0K | 0.07% | +1,397+56.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,963 | $348.0K | 0.08% | +3,963 | New |
| Moneta Group Investment Advisors LLC | 3,998 | $351.0K | 0.01% | −1,296−24.5% | Reduced |
| State of Wyoming | 4,004 | $352.0K | 0.18% | +72+1.8% | Added |
| Sawgrass Asset Management LLC | 4,202 | $369.0K | 0.04% | +4,202 | New |
| Great West Life Assurance Co | 4,010 | $373.0K | 0.00% | +363+10.0% | Added |
| Twin Tree Management, LP | 4,285 | $376.0K | 0.01% | −3,876−47.5% | Reduced |
| GW Henssler & Associates Ltd | 4,283 | $376.0K | 0.02% | +5+0.1% | Added |
| Equitable Trust Co | 4,396 | $386.0K | 0.02% | +4,396 | New |
| IndexIQ Advisors LLC | 4,423 | $388.0K | 0.01% | −1,927−30.3% | Reduced |
| New York State Teachers Retirement System | 4,500 | $395.0K | 0.00% | +100+2.3% | Added |
| Clare Market Investments LLC | 4,500 | $395.1K | 0.13% | +4,500 | New |
| James Investment Research Inc | 4,712 | $414.0K | 0.04% | +12+0.3% | Added |
| Resources Management Corp | 4,931 | $433.0K | 0.06% | +100+2.1% | Added |
| Rockefeller Capital Management L.P. | 4,952 | $434.0K | 0.00% | +56+1.1% | Added |
| FDx Advisors, Inc. | 5,101 | $448.0K | 0.02% | +1,149+29.1% | Added |
| Brookstone Capital Management | 5,629 | $462.0K | 0.01% | +772+15.9% | Added |
| Jane Street Group, LLC | 5,258 | $462.0K | 0.00% | +5,258 | New |
| Intrust Bank NA | 5,302 | $465.0K | 0.06% | −90−1.7% | Reduced |
| Susquehanna International Group, LLP | 5,343 | $469.0K | 0.00% | −1,855−25.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,446 | $478.0K | 0.00% | −9,313−63.1% | Reduced |
| Toroso Investments, LLC | 5,451 | $479.0K | 0.01% | +1,811+49.8% | Added |
| FourThought Financial, LLC | 5,592 | $491.0K | 0.06% | +156+2.9% | Added |
| Meristem Family Wealth, LLC | 5,600 | $492.0K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,700 | $500.0K | 0.00% | +3,354+143.0% | Added |
| SG Americas Securities, LLC | 5,818 | $511.0K | 0.00% | −11,400−66.2% | Reduced |
| Naples Global Advisors, LLC | 5,815 | $511.0K | 0.06% | +1,020+21.3% | Added |
| Hirtle Callaghan & Co LLC | 5,834 | $512.0K | 0.02% | +5,834 | New |
| Public Employees Retirement Association of Colorado | 6,007 | $527.0K | 0.00% | 00.0% | Unchanged |
| Origin Asset Management LLP | 6,453 | $567.0K | 0.19% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 6,481 | $569.0K | 0.05% | +1,282+24.7% | Added |
| Capital Impact Advisors, LLC | 6,586 | $578.0K | 0.42% | −5,351−44.8% | Reduced |
| Paloma Partners Management Co | 6,613 | $581.0K | 0.04% | −4,288−39.3% | Reduced |
| Verition Fund Management LLC | 6,778 | $595.0K | 0.01% | +269+4.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,851 | $602.0K | 0.00% | +715+11.7% | Added |
| Meeder Asset Management Inc | 7,166 | $628.0K | 0.03% | +6,322+749.1% | Added |
| Two Sigma Advisers, LP | 7,200 | $632.0K | 0.00% | −3,400−32.1% | Reduced |
| Pearl River Capital, LLC | 7,300 | $641.0K | 0.18% | +7,300 | New |
| Duality Advisers, LP | 7,336 | $644.0K | 0.07% | −18,158−71.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,499 | $658.0K | 0.01% | −2,124−22.1% | Reduced |
| Victory Capital Management Inc | 7,897 | $658.0K | 0.00% | +242+3.2% | Added |
| Commerce Bank | 7,559 | $664.0K | 0.00% | −10−0.1% | Reduced |
| Integrated Investment Consultants, LLC | 7,801 | $685.0K | 0.19% | +186+2.4% | Added |
| Guggenheim Capital LLC | 7,794 | $685.0K | 0.00% | +7,794 | New |
| Amalgamated Bank | 8,084 | $710.0K | 0.01% | −607−7.0% | Reduced |
| Amalgamated Financial Corp. | 8,084 | $710.0K | 0.01% | +8,084 | New |
| Connable Office Inc | 8,124 | $713.0K | 0.10% | 00.0% | Unchanged |
| Algert Global LLC | 8,116 | $713.0K | 0.05% | +8,116 | New |
| VELA Investment Management, LLC | 8,331 | $731.0K | 0.46% | +3,965+90.8% | Added |
| Prudential PLC | 8,631 | $758.0K | 0.01% | +235+2.8% | Added |
| Citadel Advisors LLC | 8,692 | $763.0K | 0.00% | −318,045−97.3% | Reduced |
| Versor Investments LP | 9,280 | $815.0K | 0.03% | +1,307+16.4% | Added |
| Schonfeld Strategic Advisors LLC | 9,300 | $817.0K | 0.01% | +9,300 | New |
| Handelsbanken Fonder AB | 9,458 | $830.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 9,649 | $875.0K | 0.16% | +9,649 | New |
| Park Avenue Securities LLC | 10,279 | $902.0K | 0.02% | +1,041+11.3% | Added |
| Teacher Retirement System of Texas | 10,442 | $917.0K | 0.00% | +670+6.9% | Added |
| Illinois Municipal Retirement Fund | 11,009 | $967.0K | 0.03% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 11,200 | $984.0K | 0.01% | −2,494−18.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 11,440 | $1.00M | 0.08% | +1,850+19.3% | Added |
| Whittier Trust Co of Nevada Inc | 11,531 | $1.01M | 0.04% | +1,866+19.3% | Added |
| Ensign Peak Advisors, Inc | 11,540 | $1.01M | 0.00% | +8,945+344.7% | Added |
| Caxton Associates LP | 11,842 | $1.04M | 0.10% | +5,941+100.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,885 | $1.04M | 0.09% | −2,293−16.2% | Reduced |
| HRT Financial LP | 12,516 | $1.10M | 0.01% | +12,516 | New |
| Citigroup Inc | 12,701 | $1.11M | 0.00% | −13,369−51.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 12,758 | $1.12M | 0.41% | +806+6.7% | Added |
| Panagora Asset Management Inc | 12,929 | $1.14M | 0.01% | +12,929 | New |
| Alpine Woods Capital Investors, LLC | 12,935 | $1.14M | 0.12% | +8+0.1% | Added |
| Capital Fund Management S.A. | 13,150 | $1.15M | 0.03% | +13,150 | New |
| Kingsview Wealth Management, LLC | 13,266 | $1.16M | 0.05% | +3,245+32.4% | Added |
| Teamwork Financial Advisors, LLC | 13,696 | $1.20M | 0.22% | −1,639−10.7% | Reduced |
| Arizona State Retirement System | 13,786 | $1.21M | 0.01% | +149+1.1% | Added |
| State Board of Administration of Florida Retirement System | 13,818 | $1.21M | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,891 | $1.22M | 0.00% | −1,655−10.6% | Reduced |
| Janus Henderson Group PLC | 14,071 | $1.24M | 0.00% | −606−4.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 14,230 | $1.25M | 0.11% | +14,230 | New |
| HSBC Holdings PLC | 14,512 | $1.28M | 0.00% | +7,542+108.2% | Added |
| AE Wealth Management LLC | 14,674 | $1.29M | 0.01% | −1,681−10.3% | Reduced |
| Atria Investments LLC | 14,972 | $1.31M | 0.02% | +1,322+9.7% | Added |
| Cannell Peter B & Co Inc | 15,320 | $1.34M | 0.04% | −4,280−21.8% | Reduced |
| Alberta Investment Management Corp | 15,449 | $1.36M | 0.01% | +4,586+42.2% | Added |
| Bokf, NA | 15,469 | $1.36M | 0.02% | −272−1.7% | Reduced |
| Geneos Wealth Management Inc. | 15,598 | $1.37M | 0.06% | +2,660+20.6% | Added |
| Ameritas Investment Partners, Inc. | 15,817 | $1.39M | 0.05% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 16,125 | $1.42M | 0.12% | −10,720−39.9% | Reduced |
| AQR Capital Management LLC | 16,177 | $1.42M | 0.00% | +1,185+7.9% | Added |
| Empowered Funds, LLC | 16,426 | $1.44M | 0.16% | +16,426 | New |
| MML Investors Services, LLC | 16,507 | $1.45M | 0.01% | +676+4.3% | Added |
| DekaBank Deutsche Girozentrale | 16,345 | $1.48M | 0.00% | +16,345 | New |
| Cim, LLC | 18,744 | $1.54M | 0.29% | +18,744 | New |
| Taylor Frigon Capital Management LLC | 17,666 | $1.55M | 0.58% | −310−1.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 17,926 | $1.57M | 0.36% | +107+0.6% | Added |
| American Century Companies Inc | 18,165 | $1.59M | 0.00% | +6,633+57.5% | Added |
| Davenport & Co LLC | 18,530 | $1.63M | 0.01% | +157+0.9% | Added |
| Cna Financial Corp | 18,641 | $1.64M | 0.51% | −890−4.6% | Reduced |
| Prudential Financial Inc | 19,254 | $1.69M | 0.00% | −70,199−78.5% | Reduced |
| Renaissance Group LLC | 19,483 | $1.71M | 0.08% | +971+5.2% | Added |