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 |
|---|---|---|---|---|---|
| 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 |
| Duality Advisers, LP | 7,336 | $644.0K | 0.07% | −18,158−71.2% | Reduced |
| Pearl River Capital, LLC | 7,300 | $641.0K | 0.18% | +7,300 | New |
| Two Sigma Advisers, LP | 7,200 | $632.0K | 0.00% | −3,400−32.1% | Reduced |
| Meeder Asset Management Inc | 7,166 | $628.0K | 0.03% | +6,322+749.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,851 | $602.0K | 0.00% | +715+11.7% | Added |
| Verition Fund Management LLC | 6,778 | $595.0K | 0.01% | +269+4.1% | Added |
| Paloma Partners Management Co | 6,613 | $581.0K | 0.04% | −4,288−39.3% | Reduced |
| Capital Impact Advisors, LLC | 6,586 | $578.0K | 0.42% | −5,351−44.8% | Reduced |
| BCJ Capital Management, LLC | 6,481 | $569.0K | 0.05% | +1,282+24.7% | Added |
| Origin Asset Management LLP | 6,453 | $567.0K | 0.19% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,007 | $527.0K | 0.00% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 5,834 | $512.0K | 0.02% | +5,834 | New |
| 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 |
| Janney Montgomery Scott LLC | 5,700 | $500.0K | 0.00% | +3,354+143.0% | Added |
| Meristem Family Wealth, LLC | 5,600 | $492.0K | 0.05% | 00.0% | Unchanged |
| FourThought Financial, LLC | 5,592 | $491.0K | 0.06% | +156+2.9% | Added |
| Toroso Investments, LLC | 5,451 | $479.0K | 0.01% | +1,811+49.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,446 | $478.0K | 0.00% | −9,313−63.1% | Reduced |
| Susquehanna International Group, LLP | 5,343 | $469.0K | 0.00% | −1,855−25.8% | Reduced |
| Intrust Bank NA | 5,302 | $465.0K | 0.06% | −90−1.7% | Reduced |
| 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 |
| FDx Advisors, Inc. | 5,101 | $448.0K | 0.02% | +1,149+29.1% | Added |
| Rockefeller Capital Management L.P. | 4,952 | $434.0K | 0.00% | +56+1.1% | Added |
| Resources Management Corp | 4,931 | $433.0K | 0.06% | +100+2.1% | Added |
| James Investment Research Inc | 4,712 | $414.0K | 0.04% | +12+0.3% | Added |
| Clare Market Investments LLC | 4,500 | $395.1K | 0.13% | +4,500 | New |
| New York State Teachers Retirement System | 4,500 | $395.0K | 0.00% | +100+2.3% | Added |
| IndexIQ Advisors LLC | 4,423 | $388.0K | 0.01% | −1,927−30.3% | Reduced |
| Equitable Trust Co | 4,396 | $386.0K | 0.02% | +4,396 | New |
| 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 |
| Great West Life Assurance Co | 4,010 | $373.0K | 0.00% | +363+10.0% | Added |
| Sawgrass Asset Management LLC | 4,202 | $369.0K | 0.04% | +4,202 | New |
| State of Wyoming | 4,004 | $352.0K | 0.18% | +72+1.8% | Added |
| Moneta Group Investment Advisors LLC | 3,998 | $351.0K | 0.01% | −1,296−24.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,963 | $348.0K | 0.08% | +3,963 | New |
| 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 |
| Galvin, Gaustad & Stein, LLC | 3,802 | $334.0K | 0.03% | −718−15.9% | Reduced |
| Mackenzie Financial Corp | 3,673 | $322.0K | 0.00% | −13−0.4% | Reduced |
| Alps Advisors Inc | 3,571 | $314.0K | 0.00% | −562−13.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,550 | $312.0K | 0.02% | −350−9.0% | Reduced |
| SkyOak Wealth, LLC | 3,489 | $306.0K | 0.09% | +42+1.2% | Added |
| Voya Financial Advisors, Inc. | 3,333 | $302.0K | 0.03% | −1,360−29.0% | Reduced |
| Parametrica Management Ltd | 3,394 | $298.0K | 0.22% | +3,394 | New |
| Wellington Management Group LLP | 3,374 | $296.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,357 | $294.0K | 0.00% | −11,288−77.1% | Reduced |
| Moloney Securities Asset Management, LLC | 3,221 | $283.0K | 0.05% | +225+7.5% | Added |
| First Bank & Trust | 3,215 | $282.0K | 0.09% | +85+2.7% | Added |
| Metropolitan Life Insurance Co | 3,187 | $279.8K | 0.01% | −9,757−75.4% | Reduced |
| Walleye Capital LLC | 3,153 | $277.0K | 0.01% | +3,153 | New |
| Cetera Investment Advisers | 3,065 | $269.0K | 0.00% | +3,065 | New |
| Summit Trail Advisors, LLC | 3,039 | $267.0K | 0.02% | +3,039 | New |
| Advisory Services Network, LLC | 3,004 | $263.0K | 0.01% | +206+7.4% | Added |
| 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 |
| Fulton Bank, N.A. | 2,897 | $254.0K | 0.01% | −211−6.8% | Reduced |
| Proequities, Inc. | 2,817 | $247.0K | 0.02% | +198+7.6% | Added |
| Gotham Asset Management, LLC | 2,791 | $245.0K | 0.01% | +2,791 | New |
| Private Advisor Group, LLC | 2,777 | $244.0K | 0.00% | −5,497−66.4% | Reduced |
| CWM Advisors, LLC | 2,696 | $237.0K | 0.03% | +282+11.7% | Added |
| CWM, LLC | 2,645 | $232.0K | 0.00% | +1,275+93.1% | Added |
| Captrust Financial Advisors | 2,441 | $214.0K | 0.00% | −50−2.0% | Reduced |
| 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 |
| Globeflex Capital L P | 2,406 | $211.0K | 0.04% | +2,406 | New |
| Asset Management One Co.,Ltd. | 2,345 | $205.0K | 0.00% | −3,757−61.6% | Reduced |
| Kestra Advisory Services, LLC | 2,308 | $203.0K | 0.00% | +208+9.9% | Added |
| Johnson Financial Group, Inc. | 2,189 | $197.0K | 0.01% | −241−9.9% | Reduced |
| DuPont Capital Management Corp | 2,033 | $178.0K | 0.01% | +1,007+98.1% | Added |
| 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 |
| Macquarie Group Ltd | 1,370 | $120.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,300 | $114.0K | 0.03% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 1,259 | $111.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,177 | $103.0K | 0.00% | −212−15.3% | Reduced |
| Covestor Ltd | 1,096 | $96.0K | 0.07% | +96+9.6% | Added |
| Anchor Investment Management, LLC | 990 | $86.9K | 0.01% | +25+2.6% | Added |
| Evoke Wealth, LLC | 900 | $79.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 839 | $74.0K | 0.02% | −10−1.2% | Reduced |
| Aquatic Capital Management LLC | 800 | $70.0K | 0.10% | +800 | New |
| Ci Investments Inc. | 703 | $62.0K | 0.00% | −3,958−84.9% | Reduced |
| Assetmark, Inc | 710 | $62.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 700 | $61.0K | 0.00% | −300−30.0% | Reduced |
| Exchange Traded Concepts, LLC | 682 | $60.0K | 0.00% | −7,138−91.3% | Reduced |
| Parallel Advisors, LLC | 633 | $57.0K | 0.00% | −113−15.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 627 | $55.0K | 0.00% | +109+21.0% | Added |
| Global Retirement Partners, LLC | 522 | $43.0K | 0.00% | +386+283.8% | Added |
| Tower Research Capital LLC (TRC) | 406 | $36.0K | 0.00% | −170−29.5% | Reduced |
| 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 |
| Ahrens Investment Partners LLC | 383 | $34.0K | 0.01% | +383 | New |
| American Portfolios Advisors | 380 | $33.4K | 0.00% | −15−3.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 373 | $33.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 374 | $32.0K | 0.01% | +374 | New |