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 |
|---|---|---|---|---|---|
| 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 |
| TD Private Client Wealth LLC | 344 | $30.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 322 | $28.0K | 0.00% | +12+3.9% | Added |
| Walleye Trading LLC | 314 | $28.0K | 0.00% | +314 | New |
| Vigilant Capital Management, LLC | 311 | $27.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 312 | $27.0K | 0.00% | +312 | New |
| 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 |
| Washington Trust Advisors, Inc. | 279 | $24.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 269 | $23.6K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 243 | $21.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 208 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 132 | $12.0K | 0.00% | −11−7.7% | Reduced |
| Lenox Wealth Advisors, LLC | 128 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 128 | $11.0K | 0.00% | +30+30.6% | Added |
| Allworth Financial LP | 116 | $10.0K | 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 |
| Global Financial Private Client, LLC | 97 | $8.63K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 76 | $8.47K | 0.00% | +76 | New |
| Dark Forest Capital Management LP | 96 | $8.00K | 0.00% | −207−68.3% | Reduced |
| Institutional & Family Asset Management, LLC | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 68 | $6.00K | 0.00% | −109−61.6% | Reduced |
| Country Trust Bank | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 50 | $4.00K | 0.00% | +50 | 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 |
| 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 |
| 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 |
| Money Concepts Capital Corp | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −65,461−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −54,721−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −54,020−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −41,453−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −27,070−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,583−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −11,444−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,039−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,337−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −9,826−100.0% | Sold out |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −7,845−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −7,671−100.0% | Sold out |
| Haverford Financial Services, Inc. | 0 | $0 | 0.00% | −7,185−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −7,133−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,682−100.0% | Sold out |
| Insight Folios Inc | 0 | $0 | 0.00% | −5,996−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,628−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,118−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −3,642−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,272−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −3,019−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,083−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,024−100.0% | Sold out |
| Loews Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,983−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −1,971−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,968−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,946−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −10,248−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |