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, Q2 2022
Institutional positions in Houlihan Lokey, Inc. as of Jun 30, 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
- 324
- −11 vs. Q1 2022
- Shares held
- 48.9M
- −1.14M (−2.3%) vs. Q1 2022
- Total value
- $3.86B
- −$531.6M (−12.1%) vs. Q1 2022
- New holders
- 43
- 107 more added
- Sold out
- 54
- 136 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,029,875 | $397.0M | 0.01% | −13,039−0.3% | Reduced |
| BlackRock Inc. | 3,722,982 | $293.9M | 0.01% | +15,968+0.4% | Added |
| Earnest Partners LLC | 3,659,766 | $288.9M | 1.92% | +140,068+4.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,832,265 | $223.6M | 0.71% | −81,979−2.8% | Reduced |
| Alliancebernstein L.P. | 2,414,300 | $190.6M | 0.09% | −88,606−3.5% | Reduced |
| Burgundy Asset Management Ltd. | 1,625,544 | $128.3M | 1.61% | +37,684+2.4% | Added |
| Bank of America Corp | 1,440,090 | $113.7M | 0.01% | +25,741+1.8% | Added |
| Price T Rowe Associates Inc | 1,380,194 | $108.9M | 0.01% | −18,223−1.3% | Reduced |
| Bamco Inc | 1,300,895 | $102.7M | 0.33% | −810.0% | Reduced |
| Geode Capital Management, LLC | 1,168,125 | $92.2M | 0.01% | +91,385+8.5% | Added |
| Neuberger Berman Group LLC | 1,117,951 | $88.2M | 0.09% | −26,210−2.3% | Reduced |
| State Street Corp | 1,081,518 | $85.4M | 0.01% | −25,804−2.3% | Reduced |
| Fiduciary Management Inc | 986,665 | $77.9M | 0.74% | −4,499−0.5% | Reduced |
| Ameriprise Financial Inc | 942,055 | $74.3M | 0.03% | +120,736+14.7% | Added |
| First Trust Advisors LP | 863,805 | $68.2M | 0.08% | +89,240+11.5% | Added |
| Dimensional Fund Advisors LP | 819,594 | $64.7M | 0.02% | +17,200+2.1% | Added |
| Northern Trust Corp | 758,663 | $59.9M | 0.01% | −13,014−1.7% | Reduced |
| Van Berkom & Associates Inc. | 728,947 | $57.5M | 2.41% | −11,994−1.6% | Reduced |
| Wells Fargo & Company | 699,831 | $55.2M | 0.02% | −66,401−8.7% | Reduced |
| Clearbridge Investments, LLC | 606,982 | $47.9M | 0.04% | −20.0% | Reduced |
| GW&K Investment Management, LLC | 604,337 | $47.7M | 0.51% | +33,223+5.8% | Added |
| Jacobs Levy Equity Management, Inc | 592,963 | $46.8M | 0.36% | +441,202+290.7% | Added |
| Nordea Investment Management AB | 545,531 | $42.6M | 0.06% | −79,940−12.8% | Reduced |
| Franklin Resources Inc | 506,242 | $40.0M | 0.02% | −1,588−0.3% | Reduced |
| SEI Investments Co | 483,880 | $38.2M | 0.08% | +93,693+24.0% | Added |
| Atlanta Capital Management Co L L C | 483,592 | $38.2M | 0.16% | −15,782−3.2% | Reduced |
| Goldman Sachs Group Inc | 477,177 | $37.7M | 0.01% | −61,966−11.5% | Reduced |
| Norges Bank | 465,061 | $36.7M | 0.01% | +21,284+4.8% | Added |
| New York State Common Retirement Fund | 441,782 | $34.9M | 0.05% | −5,065−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 437,555 | $34.5M | 0.01% | −1,920−0.4% | Reduced |
| Jennison Associates LLC | 431,319 | $34.0M | 0.03% | +9,247+2.2% | Added |
| Morgan Stanley | 430,393 | $34.0M | 0.00% | +134,338+45.4% | Added |
| Schroder Investment Management Group | 367,603 | $29.7M | 0.05% | −178,603−32.7% | Reduced |
| Thrivent Financial for Lutherans | 350,569 | $27.7M | 0.07% | +53,748+18.1% | Added |
| Bank of New York Mellon Corp | 333,270 | $26.3M | 0.01% | −3,180−0.9% | Reduced |
| Federated Hermes, Inc. | 304,257 | $24.0M | 0.07% | −141,589−31.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 283,677 | $22.4M | 1.83% | +597+0.2% | Added |
| FMR LLC | 280,148 | $22.1M | 0.00% | −5,953−2.1% | Reduced |
| Natixis Advisors, L.P. | 278,313 | $22.0M | 0.10% | +16,552+6.3% | Added |
| Envestnet Asset Management Inc | 247,265 | $19.5M | 0.01% | +4,890+2.0% | Added |
| Eaton Vance Management | 241,743 | $19.1M | 0.03% | −4,230−1.7% | Reduced |
| Ancora Advisors, LLC | 237,701 | $18.8M | 0.54% | +3,662+1.6% | Added |
| Royce & Associates LP | 231,260 | $18.3M | 0.19% | +31,163+15.6% | Added |
| Russell Investments Group, Ltd. | 217,529 | $17.2M | 0.04% | +57,635+36.0% | Added |
| Nuveen Asset Management, LLC | 210,669 | $16.6M | 0.01% | +57,153+37.2% | Added |
| UBS Group AG | 197,356 | $15.6M | 0.01% | −19,768−9.1% | Reduced |
| Emerald Advisers, LLC | 186,198 | $14.7M | 0.76% | −51,272−21.6% | Reduced |
| Flputnam Investment Management Co | 183,443 | $14.5M | 0.53% | +3,310+1.8% | Added |
| Millennium Management LLC | 173,548 | $13.7M | 0.02% | +61,566+55.0% | Added |
| Emerald Mutual Fund Advisers Trust | 165,922 | $13.1M | 0.76% | −36,189−17.9% | Reduced |
| Eagle Asset Management Inc | 163,029 | $12.9M | 0.08% | −735−0.4% | Reduced |
| Polen Capital Management LLC | 146,055 | $11.5M | 0.03% | −28,562−16.4% | Reduced |
| Ariel Investments, LLC | 142,312 | $11.2M | 0.11% | +16,195+12.8% | Added |
| Vestcor Inc | 137,155 | $10.8M | 0.40% | −1,571−1.1% | Reduced |
| JPMorgan Chase & Co | 122,776 | $9.69M | 0.00% | +4,983+4.2% | Added |
| GHP Investment Advisors, Inc. | 121,780 | $9.61M | 0.71% | +3,361+2.8% | Added |
| Swiss National Bank | 119,336 | $9.42M | 0.01% | −1,200−1.0% | Reduced |
| California Public Employees Retirement System | 115,874 | $9.15M | 0.01% | +871+0.8% | Added |
| West Coast Financial LLC | 112,681 | $8.89M | 1.58% | +1,026+0.9% | Added |
| Montanaro Asset Management Ltd | 112,500 | $8.88M | 1.33% | 00.0% | Unchanged |
| Pier Capital, LLC | 110,014 | $8.68M | 1.48% | +390+0.4% | Added |
| Citadel Advisors LLC | 106,209 | $8.38M | 0.01% | +97,517+1,121.9% | Added |
| American Century Companies Inc | 96,072 | $7.58M | 0.01% | +77,907+428.9% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 85,094 | $6.72M | 2.27% | +4,763+5.9% | Added |
| Northwest & Ethical Investments L.P. | 83,364 | $6.58M | 0.25% | 00.0% | Unchanged |
| Rhumbline Advisers | 83,175 | $6.57M | 0.01% | +4,116+5.2% | Added |
| Rheos Capital Works Inc. | 81,500 | $6.43M | 0.48% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 80,526 | $6.36M | 0.07% | +23,824+42.0% | Added |
| Gillson Capital LP | 70,467 | $5.56M | 0.54% | +37,734+115.3% | Added |
| Man Group plc | – | $5.50M | 0.02% | – | – |
| UBS Asset Management Americas Inc | 68,994 | $5.45M | 0.00% | +400+0.6% | Added |
| Crawford Investment Counsel Inc | 68,096 | $5.38M | 0.12% | −1,810−2.6% | Reduced |
| California State Teachers Retirement System | 65,064 | $5.14M | 0.01% | −286−0.4% | Reduced |
| Summit Global Investments | 61,379 | $4.84M | 0.43% | +20,655+50.7% | Added |
| Stifel Financial Corp | 61,004 | $4.82M | 0.01% | −2,295−3.6% | Reduced |
| Swedbank AB | 60,000 | $4.74M | 0.01% | +30,000+100.0% | Added |
| Invesco Ltd. | 54,138 | $4.27M | 0.00% | −3,012−5.3% | Reduced |
| Raymond James & Associates | 53,380 | $4.21M | 0.00% | −1,532−2.8% | Reduced |
| Renaissance Technologies LLC | 52,900 | $4.17M | 0.00% | −82,200−60.8% | Reduced |
| STRS Ohio | 52,700 | $4.16M | 0.02% | −800−1.5% | Reduced |
| NFJ Investment Group, LLC | 52,466 | $4.14M | 0.10% | −720−1.4% | Reduced |
| Credit Suisse AG | 50,959 | $4.02M | 0.00% | −475−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 50,858 | $4.01M | 0.02% | +736+1.5% | Added |
| Legal & General Group Plc | 47,498 | $3.75M | 0.00% | −336−0.7% | Reduced |
| FIL Ltd | 47,389 | $3.74M | 0.00% | +46,989+11,747.3% | Added |
| Seizert Capital Partners, LLC | 44,710 | $3.53M | 0.19% | +10,064+29.0% | Added |
| FineMark National Bank & Trust | 43,988 | $3.47M | 0.16% | +1,029+2.4% | Added |
| Walled Lake Planning & Wealth Management, LLC | 42,869 | $3.38M | 2.33% | +2,236+5.5% | Added |
| Alps Advisors Inc | 42,797 | $3.38M | 0.03% | +39,226+1,098.5% | Added |
| Argent Capital Management LLC | 41,837 | $3.30M | 0.13% | −446−1.1% | Reduced |
| Truist Financial Corp | 40,854 | $3.23M | 0.01% | +3,218+8.6% | Added |
| GWM Advisors LLC | 40,420 | $3.19M | 0.05% | −262,507−86.7% | Reduced |
| Oppenheimer Asset Management Inc. | 40,058 | $3.16M | 0.05% | −2,030−4.8% | Reduced |
| Weil Company, Inc. | 39,711 | $3.13M | 1.76% | +5,176+15.0% | Added |
| Fiera Capital Corp | 39,444 | $3.11M | 0.01% | −906−2.2% | Reduced |
| Mutual of America Capital Management LLC | 39,294 | $3.10M | 0.04% | −25,508−39.4% | Reduced |
| The PNC Financial Services Group, Inc. | 37,447 | $2.96M | 0.00% | −7,351−16.4% | Reduced |
| Balyasny Asset Management LLC | 35,458 | $2.80M | 0.01% | +35,458 | New |
| Royal Bank of Canada | 33,041 | $2.61M | 0.00% | −13,337−28.8% | Reduced |
| Advisor Group Holdings, Inc. | 32,241 | $2.54M | 0.01% | +780+2.5% | Added |