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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 20,164 | $1.77M | 0.00% | +708+3.6% | Added |
| Bank of Montreal | 18,962 | $1.78M | 0.00% | +1,078+6.0% | Added |
| Manufacturers Life Insurance Company, The | 21,138 | $1.86M | 0.00% | −4,680−18.1% | Reduced |
| Barclays PLC | 21,297 | $1.87M | 0.00% | −43,914−67.3% | Reduced |
| Baird Financial Group, Inc. | 21,341 | $1.87M | 0.00% | −4,395−17.1% | Reduced |
| Aviva PLC | 22,346 | $1.96M | 0.01% | −1,394−5.9% | Reduced |
| Vident Investment Advisory, LLC | 22,986 | $2.02M | 0.05% | +22,986 | New |
| Fifth Third Bancorp | 23,229 | $2.04M | 0.01% | +1,297+5.9% | Added |
| Martingale Asset Management L P | 23,559 | $2.07M | 0.03% | +346+1.5% | Added |
| Regions Financial Corp | 24,288 | $2.13M | 0.02% | +419+1.8% | Added |
| Whittier Trust Co | 24,470 | $2.15M | 0.04% | +2,178+9.8% | Added |
| Harbor Advisors LLC | 25,000 | $2.19M | 0.45% | 00.0% | Unchanged |
| American International Group, Inc. | 25,367 | $2.23M | 0.01% | −1,786−6.6% | Reduced |
| MetLife Investment Management | 27,261 | $2.39M | 0.02% | +9,655+54.8% | Added |
| Virginia Retirement Systems Et Al | 27,300 | $2.40M | 0.02% | +2,000+7.9% | Added |
| Dynamic Technology Lab Private Ltd | 27,680 | $2.43M | 0.29% | +24,933+907.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,802 | $2.44M | 0.00% | +27,802 | New |
| State of New Jersey Common Pension Fund D | 28,794 | $2.53M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 28,955 | $2.54M | 0.00% | +3,344+13.1% | Added |
| HighTower Advisors, LLC | 29,792 | $2.61M | 0.01% | +474+1.6% | Added |
| Swedbank AB | 30,000 | $2.63M | 0.00% | −5,000−14.3% | Reduced |
| Advisor Group Holdings, Inc. | 31,461 | $2.72M | 0.01% | +280+0.9% | Added |
| Engineers Gate Manager LP | 32,183 | $2.83M | 0.11% | +12,647+64.7% | Added |
| Gillson Capital LP | 32,733 | $2.87M | 0.23% | +32,733 | New |
| Qube Research & Technologies Ltd | 34,231 | $3.00M | 0.03% | +10,955+47.1% | Added |
| Weil Company, Inc. | 34,535 | $3.03M | 1.52% | −21,124−38.0% | Reduced |
| Seizert Capital Partners, LLC | 34,646 | $3.04M | 0.14% | +29+0.1% | Added |
| BNP Paribas Arbitrage, SA | 36,559 | $3.21M | 0.01% | −20,212−35.6% | Reduced |
| O'Shares Investment Advisers, LLC | 37,161 | $3.26M | 0.26% | +1,995+5.7% | Added |
| Truist Financial Corp | 37,636 | $3.30M | 0.01% | +3,338+9.7% | Added |
| Twinbeech Capital LP | 37,769 | $3.32M | 0.15% | +34,698+1,129.9% | Added |
| AlphaCrest Capital Management LLC | 38,494 | $3.38M | 0.19% | +17,402+82.5% | Added |
| Fiera Capital Corp | 40,350 | $3.54M | 0.01% | −1,343−3.2% | Reduced |
| Pictet Asset Management SA | 40,520 | $3.56M | 0.00% | −15,873−28.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 40,633 | $3.57M | 2.12% | +762+1.9% | Added |
| Grandeur Peak Global Advisors, LLC | 40,664 | $3.57M | 0.17% | −2,649−6.1% | Reduced |
| Summit Global Investments | 40,724 | $3.58M | 0.26% | −4,745−10.4% | Reduced |
| Paragon Advisors, LLC | 41,020 | $3.60M | 1.51% | +24,795+152.8% | Added |
| LPL Financial LLC | 41,322 | $3.63M | 0.00% | +16,119+64.0% | Added |
| Oppenheimer Asset Management Inc. | 42,088 | $3.69M | 0.05% | −98−0.2% | Reduced |
| Los Angeles Capital Management LLC | 42,143 | $3.70M | 0.01% | +874+2.1% | Added |
| Argent Capital Management LLC | 42,283 | $3.71M | 0.12% | +237+0.6% | Added |
| FineMark National Bank & Trust | 42,959 | $3.77M | 0.15% | +1,871+4.6% | Added |
| The PNC Financial Services Group, Inc. | 44,798 | $3.93M | 0.00% | −5,713−11.3% | Reduced |
| Royal Bank of Canada | 46,378 | $4.07M | 0.00% | −4,216−8.3% | Reduced |
| Legal & General Group Plc | 47,834 | $4.20M | 0.00% | +441+0.9% | Added |
| Magnetar Financial LLC | 48,295 | $4.24M | 0.05% | +48,295 | New |
| Public Employees Retirement System of Ohio | 50,122 | $4.40M | 0.02% | −739−1.5% | Reduced |
| Triasima Portfolio Management inc. | 50,535 | $4.44M | 0.21% | +7,255+16.8% | Added |
| Credit Suisse AG | 51,434 | $4.52M | 0.00% | +3,773+7.9% | Added |
| NFJ Investment Group, LLC | 53,186 | $4.67M | 0.09% | −4,183−7.3% | Reduced |
| STRS Ohio | 53,500 | $4.70M | 0.02% | +10,800+25.3% | Added |
| D. E. Shaw & Co., Inc. | 54,139 | $4.75M | 0.01% | −65,635−54.8% | Reduced |
| Raymond James & Associates | 54,912 | $4.82M | 0.00% | −10,087−15.5% | Reduced |
| Segall Bryant & Hamill, LLC | 56,702 | $4.98M | 0.05% | +143+0.3% | Added |
| ClariVest Asset Management LLC | 57,157 | $5.02M | 0.20% | 00.0% | Unchanged |
| Invesco Ltd. | 57,150 | $5.02M | 0.00% | −25,818−31.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 61,767 | $5.42M | 0.01% | −8,886−12.6% | Reduced |
| Voloridge Investment Management, LLC | 63,006 | $5.53M | 0.03% | −25,509−28.8% | Reduced |
| Stifel Financial Corp | 63,299 | $5.56M | 0.01% | −850−1.3% | Reduced |
| AXA S.A. | 64,500 | $5.66M | 0.02% | +43,400+205.7% | Added |
| Mutual of America Capital Management LLC | 64,802 | $5.69M | 0.06% | −2,818−4.2% | Reduced |
| California State Teachers Retirement System | 65,350 | $5.74M | 0.01% | −5,340−7.6% | Reduced |
| UBS Asset Management Americas Inc | 68,594 | $6.02M | 0.00% | +4,399+6.9% | Added |
| Principal Financial Group Inc | 69,485 | $6.10M | 0.00% | −27,169−28.1% | Reduced |
| Crawford Investment Counsel Inc | 69,906 | $6.14M | 0.12% | −350−0.5% | Reduced |
| Lazard Asset Management LLC | 70,569 | $6.20M | 0.01% | +70,020+12,754.1% | Added |
| First Republic Investment Management, Inc. | 71,448 | $6.27M | 0.01% | +40,150+128.3% | Added |
| Cubist Systematic Strategies, LLC | 77,013 | $6.76M | 0.06% | −37,002−32.5% | Reduced |
| Rhumbline Advisers | 79,059 | $6.94M | 0.01% | −5,768−6.8% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 80,331 | $7.05M | 2.10% | +80,331 | New |
| Rheos Capital Works Inc. | 81,500 | $7.16M | 0.34% | 00.0% | Unchanged |
| Man Group plc | 83,214 | $7.31M | 0.03% | +7,192+9.5% | Added |
| Northwest & Ethical Investments L.P. | 83,364 | $7.32M | 0.23% | −8,644−9.4% | Reduced |
| Spectrum Management Group, LLC | 100,005 | $8.78M | 1.39% | +35,846+55.9% | Added |
| Pier Capital, LLC | 109,624 | $9.63M | 1.23% | −1,155−1.0% | Reduced |
| West Coast Financial LLC | 111,655 | $9.80M | 1.51% | +1,482+1.3% | Added |
| Millennium Management LLC | 111,982 | $9.83M | 0.01% | +107,339+2,311.8% | Added |
| Montanaro Asset Management Ltd | 112,500 | $9.88M | 1.22% | −52,500−31.8% | Reduced |
| California Public Employees Retirement System | 115,003 | $10.1M | 0.01% | −1,694−1.5% | Reduced |
| JPMorgan Chase & Co | 117,793 | $10.3M | 0.00% | +16,957+16.8% | Added |
| GHP Investment Advisors, Inc. | 118,419 | $10.4M | 0.68% | +1,744+1.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 118,500 | $10.4M | 0.40% | +118,500 | New |
| Swiss National Bank | 120,536 | $10.6M | 0.01% | +9,000+8.1% | Added |
| Ariel Investments, LLC | 126,117 | $11.1M | 0.10% | +776+0.6% | Added |
| Deutsche Bank AG | 131,481 | $11.5M | 0.01% | +63,635+93.8% | Added |
| Renaissance Technologies LLC | 135,100 | $11.9M | 0.01% | +34,400+34.2% | Added |
| Vestcor Inc | 138,726 | $12.2M | 0.42% | −42,069−23.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 151,761 | $13.3M | 0.09% | +151,761 | New |
| Russell Investments Group, Ltd. | 159,894 | $14.1M | 0.02% | +57,345+55.9% | Added |
| Nuveen Asset Management, LLC | 153,516 | $14.2M | 0.00% | −1,305−0.8% | Reduced |
| Eagle Asset Management Inc | 163,764 | $14.4M | 0.07% | −7,164−4.2% | Reduced |
| Polen Capital Management LLC | 174,617 | $15.3M | 0.03% | −7,524−4.1% | Reduced |
| Flputnam Investment Management Co | 180,133 | $15.8M | 0.50% | −3,352−1.8% | Reduced |
| Royce & Associates LP | 200,097 | $17.6M | 0.15% | −9,279−4.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 202,111 | $17.7M | 0.78% | −88,739−30.5% | Reduced |
| Parametric Portfolio Associates LLC | 208,968 | $18.3M | 0.01% | +35,893+20.7% | Added |
| UBS Group AG | 217,124 | $19.1M | 0.01% | −66,997−23.6% | Reduced |
| Acadian Asset Management LLC | 224,537 | $19.7M | 0.08% | +61,192+37.5% | Added |
| Ancora Advisors, LLC | 234,039 | $20.5M | 0.50% | −13,295−5.4% | Reduced |