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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Burleson & Company, LLC | 4 | $0 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Eagle Bay Advisors LLC | 1 | $46 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 16 | $1.00K | 0.00% | −9−36.0% | Reduced |
| IFP Advisors, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $1.00K | 0.00% | +3+33.3% | Added |
| Accel Wealth Management | 14 | $1.00K | 0.00% | +14 | New |
| Steward Financial Group LLC | 23 | $1.00K | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 25 | $2.00K | 0.00% | +5+25.0% | Added |
| Lindbrook Capital, LLC | 23 | $2.00K | 0.00% | +9+64.3% | Added |
| Schubert & Co | 22 | $2.00K | 0.00% | +10+83.3% | Added |
| Massmutual Trust Co FSB | 29 | $2.00K | 0.00% | +29 | New |
| Sargent Bickham Lagudis LLC | 22 | $2.00K | 0.00% | +22 | New |
| Bellevue Asset Management, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Glassman Wealth Services | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 65 | $5.00K | 0.00% | −40−38.1% | Reduced |
| Parkside Financial Bank & Trust | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 80 | $6.00K | 0.00% | +41+105.1% | Added |
| Global Financial Private Client, LLC | 97 | $7.60K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 108 | $9.00K | 0.00% | −20−15.6% | Reduced |
| TCI Wealth Advisors, Inc. | 123 | $10.0K | 0.00% | −230−65.2% | Reduced |
| Bell Investment Advisors, Inc | 127 | $10.0K | 0.00% | +127 | New |
| Riverview Trust Co | 167 | $13.0K | 0.01% | +167 | New |
| Steward Partners Investment Advisory, LLC | 189 | $15.0K | 0.00% | −438−69.9% | Reduced |
| Quadrant Capital Group LLC | 188 | $15.0K | 0.00% | +56+42.4% | Added |
| Signaturefd, LLC | 207 | $16.0K | 0.00% | −115−35.7% | Reduced |
| Central Trust Co | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 208 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 217 | $17.0K | 0.00% | +217 | New |
| Bartlett & Co. Wealth Management LLC | 217 | $17.1K | 0.00% | +217 | New |
| Private Trust Co NA | 230 | $18.0K | 0.00% | +230 | New |
| Versant Capital Management, Inc | 246 | $19.0K | 0.01% | −34−12.1% | Reduced |
| Carolinas Wealth Consulting LLC | 243 | $19.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 269 | $21.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 279 | $22.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 290 | $23.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 311 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 339 | $25.0K | 0.00% | +339 | New |
| TD Private Client Wealth LLC | 344 | $27.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 353 | $28.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 374 | $30.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 399 | $31.0K | 0.00% | −304−43.2% | Reduced |
| American Portfolios Advisors | 405 | $32.0K | 0.00% | +25+6.6% | Added |
| Parallel Advisors, LLC | 502 | $40.0K | 0.00% | −131−20.7% | Reduced |
| Global Retirement Partners, LLC | 522 | $41.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 610 | $48.0K | 0.00% | −100−14.1% | Reduced |
| Exchange Traded Concepts, LLC | 734 | $58.0K | 0.00% | +52+7.6% | Added |
| Private Capital Group, LLC | 796 | $63.0K | 0.05% | −43−5.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 834 | $66.0K | 0.00% | −268,266−99.7% | Reduced |
| Meeder Asset Management Inc | 844 | $67.0K | 0.00% | −6,322−88.2% | Reduced |
| Evoke Wealth, LLC | 900 | $71.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 964 | $76.0K | 0.04% | +964 | New |
| Anchor Investment Management, LLC | 990 | $78.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,020 | $83.0K | 0.02% | −280−21.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,050 | $83.0K | 0.00% | +350+50.0% | Added |
| Globeflex Capital L P | 1,096 | $87.0K | 0.02% | −1,310−54.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,200 | $95.0K | 0.00% | −284−19.1% | Reduced |
| Huntington National Bank | 1,352 | $107.0K | 0.00% | +175+14.9% | Added |
| Macquarie Group Ltd | 1,370 | $108.0K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 1,382 | $109.0K | 0.06% | +123+9.8% | Added |
| Covestor Ltd | 1,443 | $114.0K | 0.09% | +347+31.7% | Added |
| Belpointe Asset Management LLC | 1,479 | $116.0K | 0.01% | +1,479 | New |
| Harbor Investment Advisory, LLC | 1,478 | $117.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,589 | $125.0K | 0.00% | +1,277+409.3% | Added |
| Van Eck Associates Corp | 1,641 | $130.0K | 0.00% | +160+10.8% | Added |
| Ronald Blue Trust, Inc. | 1,622 | $142.0K | 0.00% | +1,622 | New |
| Tower Research Capital LLC (TRC) | 1,920 | $152.0K | 0.00% | +1,514+372.9% | Added |
| Scissortail Wealth Management, LLC | 1,502 | $155.0K | 0.06% | +1,502 | New |
| Convergence Investment Partners, LLC | 2,124 | $168.0K | 0.10% | +2,124 | New |
| State of Wyoming | 2,220 | $176.0K | 0.11% | −1,784−44.6% | Reduced |
| Johnson Financial Group, Inc. | 2,189 | $197.0K | 0.01% | 00.0% | Unchanged |
| J2 Capital Management Inc | 2,547 | $201.0K | 0.31% | +2,547 | New |
| Riverwater Partners LLC | 2,601 | $205.0K | 0.21% | +2,601 | New |
| Jane Street Group, LLC | 2,650 | $209.0K | 0.00% | −2,608−49.6% | Reduced |
| Captrust Financial Advisors | 2,671 | $211.0K | 0.00% | +230+9.4% | Added |
| CWM Advisors, LLC | 2,693 | $213.0K | 0.03% | −3−0.1% | Reduced |
| Advisory Services Network, LLC | 2,761 | $217.0K | 0.01% | −243−8.1% | Reduced |
| CIBC Asset Management Inc | 2,749 | $217.0K | 0.00% | −201−6.8% | Reduced |
| Private Advisor Group, LLC | 2,774 | $219.0K | 0.00% | −3−0.1% | Reduced |
| Xponance, Inc. | 2,773 | $219.0K | 0.00% | +343+14.1% | Added |
| Capital Impact Advisors, LLC | 2,883 | $228.0K | 0.21% | −3,703−56.2% | Reduced |
| Proequities, Inc. | 2,927 | $231.0K | 0.02% | +110+3.9% | Added |
| Summit Trail Advisors, LLC | 3,039 | $240.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,046 | $240.4K | 0.01% | −141−4.4% | Reduced |
| Cetera Investment Advisers | 3,055 | $241.0K | 0.00% | −10−0.3% | Reduced |
| TownSquare Capital, LLC | 3,076 | $243.0K | 0.01% | +3,076 | New |
| Wealth Alliance | 3,175 | $251.0K | 0.05% | +225+7.6% | Added |
| CWM, LLC | 3,196 | $252.0K | 0.00% | +551+20.8% | Added |
| Moloney Securities Asset Management, LLC | 3,221 | $254.0K | 0.06% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 3,149 | $255.0K | 0.03% | −184−5.5% | Reduced |
| Fulton Bank, N.A. | 3,237 | $256.0K | 0.01% | +340+11.7% | Added |
| First Bank & Trust | 3,390 | $268.0K | 0.09% | +175+5.4% | Added |
| Vestmark Advisory Solutions, Inc. | 3,452 | $272.0K | 0.02% | −98−2.8% | Reduced |
| Origin Asset Management LLP | 3,533 | $279.0K | 0.14% | −2,920−45.3% | Reduced |
| Trexquant Investment LP | 3,578 | $282.0K | 0.01% | +3,578 | New |
| YorkBridge Wealth Partners, LLC | 3,744 | $296.0K | 0.08% | −143−3.7% | Reduced |