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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 42,959 | $3.77M | 0.15% | +1,871+4.6% | Added |
| Argent Capital Management LLC | 42,283 | $3.71M | 0.12% | +237+0.6% | Added |
| Los Angeles Capital Management LLC | 42,143 | $3.70M | 0.01% | +874+2.1% | Added |
| Oppenheimer Asset Management Inc. | 42,088 | $3.69M | 0.05% | −98−0.2% | Reduced |
| LPL Financial LLC | 41,322 | $3.63M | 0.00% | +16,119+64.0% | Added |
| Paragon Advisors, LLC | 41,020 | $3.60M | 1.51% | +24,795+152.8% | Added |
| Summit Global Investments | 40,724 | $3.58M | 0.26% | −4,745−10.4% | Reduced |
| Grandeur Peak Global Advisors, LLC | 40,664 | $3.57M | 0.17% | −2,649−6.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 40,633 | $3.57M | 2.12% | +762+1.9% | Added |
| Pictet Asset Management SA | 40,520 | $3.56M | 0.00% | −15,873−28.1% | Reduced |
| Fiera Capital Corp | 40,350 | $3.54M | 0.01% | −1,343−3.2% | Reduced |
| AlphaCrest Capital Management LLC | 38,494 | $3.38M | 0.19% | +17,402+82.5% | Added |
| Twinbeech Capital LP | 37,769 | $3.32M | 0.15% | +34,698+1,129.9% | Added |
| Truist Financial Corp | 37,636 | $3.30M | 0.01% | +3,338+9.7% | Added |
| O'Shares Investment Advisers, LLC | 37,161 | $3.26M | 0.26% | +1,995+5.7% | Added |
| BNP Paribas Arbitrage, SA | 36,559 | $3.21M | 0.01% | −20,212−35.6% | Reduced |
| Seizert Capital Partners, LLC | 34,646 | $3.04M | 0.14% | +29+0.1% | Added |
| Weil Company, Inc. | 34,535 | $3.03M | 1.52% | −21,124−38.0% | Reduced |
| Qube Research & Technologies Ltd | 34,231 | $3.00M | 0.03% | +10,955+47.1% | Added |
| Gillson Capital LP | 32,733 | $2.87M | 0.23% | +32,733 | New |
| Engineers Gate Manager LP | 32,183 | $2.83M | 0.11% | +12,647+64.7% | Added |
| Advisor Group Holdings, Inc. | 31,461 | $2.72M | 0.01% | +280+0.9% | Added |
| Swedbank AB | 30,000 | $2.63M | 0.00% | −5,000−14.3% | Reduced |
| HighTower Advisors, LLC | 29,792 | $2.61M | 0.01% | +474+1.6% | Added |
| US Bancorp | 28,955 | $2.54M | 0.00% | +3,344+13.1% | Added |
| State of New Jersey Common Pension Fund D | 28,794 | $2.53M | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,802 | $2.44M | 0.00% | +27,802 | New |
| Dynamic Technology Lab Private Ltd | 27,680 | $2.43M | 0.29% | +24,933+907.6% | Added |
| Virginia Retirement Systems Et Al | 27,300 | $2.40M | 0.02% | +2,000+7.9% | Added |
| MetLife Investment Management | 27,261 | $2.39M | 0.02% | +9,655+54.8% | Added |
| American International Group, Inc. | 25,367 | $2.23M | 0.01% | −1,786−6.6% | Reduced |
| Harbor Advisors LLC | 25,000 | $2.19M | 0.45% | 00.0% | Unchanged |
| Whittier Trust Co | 24,470 | $2.15M | 0.04% | +2,178+9.8% | Added |
| Regions Financial Corp | 24,288 | $2.13M | 0.02% | +419+1.8% | Added |
| Martingale Asset Management L P | 23,559 | $2.07M | 0.03% | +346+1.5% | Added |
| Fifth Third Bancorp | 23,229 | $2.04M | 0.01% | +1,297+5.9% | Added |
| Vident Investment Advisory, LLC | 22,986 | $2.02M | 0.05% | +22,986 | New |
| Aviva PLC | 22,346 | $1.96M | 0.01% | −1,394−5.9% | Reduced |
| Baird Financial Group, Inc. | 21,341 | $1.87M | 0.00% | −4,395−17.1% | Reduced |
| Barclays PLC | 21,297 | $1.87M | 0.00% | −43,914−67.3% | Reduced |
| Manufacturers Life Insurance Company, The | 21,138 | $1.86M | 0.00% | −4,680−18.1% | Reduced |
| Bank of Montreal | 18,962 | $1.78M | 0.00% | +1,078+6.0% | Added |
| Voya Investment Management LLC | 20,164 | $1.77M | 0.00% | +708+3.6% | Added |
| Renaissance Group LLC | 19,483 | $1.71M | 0.08% | +971+5.2% | Added |
| Prudential Financial Inc | 19,254 | $1.69M | 0.00% | −70,199−78.5% | Reduced |
| Cna Financial Corp | 18,641 | $1.64M | 0.51% | −890−4.6% | Reduced |
| Davenport & Co LLC | 18,530 | $1.63M | 0.01% | +157+0.9% | Added |
| American Century Companies Inc | 18,165 | $1.59M | 0.00% | +6,633+57.5% | Added |
| Intercontinental Wealth Advisors, LLC | 17,926 | $1.57M | 0.36% | +107+0.6% | Added |
| Taylor Frigon Capital Management LLC | 17,666 | $1.55M | 0.58% | −310−1.7% | Reduced |
| Cim, LLC | 18,744 | $1.54M | 0.29% | +18,744 | New |
| DekaBank Deutsche Girozentrale | 16,345 | $1.48M | 0.00% | +16,345 | New |
| MML Investors Services, LLC | 16,507 | $1.45M | 0.01% | +676+4.3% | Added |
| Empowered Funds, LLC | 16,426 | $1.44M | 0.16% | +16,426 | New |
| AQR Capital Management LLC | 16,177 | $1.42M | 0.00% | +1,185+7.9% | Added |
| Occudo Quantitative Strategies LP | 16,125 | $1.42M | 0.12% | −10,720−39.9% | Reduced |
| Ameritas Investment Partners, Inc. | 15,817 | $1.39M | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15,598 | $1.37M | 0.06% | +2,660+20.6% | Added |
| Bokf, NA | 15,469 | $1.36M | 0.02% | −272−1.7% | Reduced |
| Alberta Investment Management Corp | 15,449 | $1.36M | 0.01% | +4,586+42.2% | Added |
| Cannell Peter B & Co Inc | 15,320 | $1.34M | 0.04% | −4,280−21.8% | Reduced |
| Atria Investments LLC | 14,972 | $1.31M | 0.02% | +1,322+9.7% | Added |
| AE Wealth Management LLC | 14,674 | $1.29M | 0.01% | −1,681−10.3% | Reduced |
| HSBC Holdings PLC | 14,512 | $1.28M | 0.00% | +7,542+108.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 14,230 | $1.25M | 0.11% | +14,230 | New |
| Janus Henderson Group PLC | 14,071 | $1.24M | 0.00% | −606−4.1% | Reduced |
| ProShare Advisors LLC | 13,891 | $1.22M | 0.00% | −1,655−10.6% | Reduced |
| State Board of Administration of Florida Retirement System | 13,818 | $1.21M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,786 | $1.21M | 0.01% | +149+1.1% | Added |
| Teamwork Financial Advisors, LLC | 13,696 | $1.20M | 0.22% | −1,639−10.7% | Reduced |
| Kingsview Wealth Management, LLC | 13,266 | $1.16M | 0.05% | +3,245+32.4% | Added |
| Capital Fund Management S.A. | 13,150 | $1.15M | 0.03% | +13,150 | New |
| Alpine Woods Capital Investors, LLC | 12,935 | $1.14M | 0.12% | +8+0.1% | Added |
| Panagora Asset Management Inc | 12,929 | $1.14M | 0.01% | +12,929 | New |
| Jackson Creek Investment Advisors LLC | 12,758 | $1.12M | 0.41% | +806+6.7% | Added |
| Citigroup Inc | 12,701 | $1.11M | 0.00% | −13,369−51.3% | Reduced |
| HRT Financial LP | 12,516 | $1.10M | 0.01% | +12,516 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,885 | $1.04M | 0.09% | −2,293−16.2% | Reduced |
| Caxton Associates LP | 11,842 | $1.04M | 0.10% | +5,941+100.7% | Added |
| Ensign Peak Advisors, Inc | 11,540 | $1.01M | 0.00% | +8,945+344.7% | Added |
| Whittier Trust Co of Nevada Inc | 11,531 | $1.01M | 0.04% | +1,866+19.3% | Added |
| Laurel Wealth Advisors, Inc. | 11,440 | $1.00M | 0.08% | +1,850+19.3% | Added |
| NN Investment Partners Holdings N.V. | 11,200 | $984.0K | 0.01% | −2,494−18.2% | Reduced |
| Illinois Municipal Retirement Fund | 11,009 | $967.0K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,442 | $917.0K | 0.00% | +670+6.9% | Added |
| Park Avenue Securities LLC | 10,279 | $902.0K | 0.02% | +1,041+11.3% | Added |
| FORA Capital, LLC | 9,649 | $875.0K | 0.16% | +9,649 | New |
| Handelsbanken Fonder AB | 9,458 | $830.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 9,300 | $817.0K | 0.01% | +9,300 | New |
| Versor Investments LP | 9,280 | $815.0K | 0.03% | +1,307+16.4% | Added |
| Citadel Advisors LLC | 8,692 | $763.0K | 0.00% | −318,045−97.3% | Reduced |
| Prudential PLC | 8,631 | $758.0K | 0.01% | +235+2.8% | Added |
| VELA Investment Management, LLC | 8,331 | $731.0K | 0.46% | +3,965+90.8% | Added |
| Connable Office Inc | 8,124 | $713.0K | 0.10% | 00.0% | Unchanged |
| Algert Global LLC | 8,116 | $713.0K | 0.05% | +8,116 | 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 |
| 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 |
| Commerce Bank | 7,559 | $664.0K | 0.00% | −10−0.1% | Reduced |