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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 3,811 | $301.0K | 0.00% | −30,420−88.9% | Reduced |
| Sawgrass Asset Management LLC | 4,107 | $324.0K | 0.04% | −95−2.3% | Reduced |
| Great West Life Assurance Co | 4,155 | $328.0K | 0.00% | +145+3.6% | Added |
| CastleKnight Management LP | 4,200 | $332.0K | 0.10% | +4,200 | New |
| Mackenzie Financial Corp | 4,440 | $350.0K | 0.00% | +767+20.9% | Added |
| New York State Teachers Retirement System | 4,500 | $355.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,642 | $366.0K | 0.00% | −1,058−18.6% | Reduced |
| James Investment Research Inc | 4,728 | $373.0K | 0.05% | +16+0.3% | Added |
| Acadian Asset Management LLC | 4,733 | $374.0K | 0.00% | −219,804−97.9% | Reduced |
| FORA Capital, LLC | 4,745 | $375.0K | 0.07% | −4,904−50.8% | Reduced |
| FDx Advisors, Inc. | 4,787 | $378.0K | 0.01% | −314−6.2% | Reduced |
| Moneta Group Investment Advisors LLC | 5,030 | $397.0K | 0.01% | +1,032+25.8% | Added |
| Campbell & CO Investment Adviser LLC | 5,054 | $399.0K | 0.11% | +5,054 | New |
| Rockefeller Capital Management L.P. | 5,083 | $401.0K | 0.00% | +131+2.6% | Added |
| Hirtle Callaghan & Co LLC | 5,140 | $406.0K | 0.02% | −694−11.9% | Reduced |
| Intrust Bank NA | 5,163 | $408.0K | 0.06% | −139−2.6% | Reduced |
| Resources Management Corp | 5,181 | $409.0K | 0.07% | +250+5.1% | Added |
| Two Sigma Investments, LP | 5,300 | $418.0K | 0.00% | +5,300 | New |
| New York Life Investment Management LLC | 5,311 | $419.0K | 0.00% | +5,311 | New |
| Keybank National Association | 5,348 | $422.0K | 0.00% | +5,348 | New |
| Formidable Asset Management, LLC | 5,692 | $449.0K | 0.10% | +1,810+46.6% | Added |
| Brookstone Capital Management | 5,629 | $452.0K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 5,800 | $458.0K | 0.05% | −813−12.3% | Reduced |
| Public Employees Retirement Association of Colorado | 6,007 | $474.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,016 | $475.0K | 0.02% | +565+10.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,221 | $491.0K | 0.00% | −630−9.2% | Reduced |
| Susquehanna International Group, LLP | 6,244 | $493.0K | 0.00% | +901+16.9% | Added |
| FourThought Financial, LLC | 6,314 | $498.0K | 0.07% | +722+12.9% | Added |
| O'Shaughnessy Asset Management, LLC | 6,782 | $535.0K | 0.01% | −717−9.6% | Reduced |
| Naples Global Advisors, LLC | 6,870 | $542.0K | 0.07% | +1,055+18.1% | Added |
| Cresset Asset Management, LLC | 6,923 | $546.0K | 0.01% | +6,923 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,102 | $561.0K | 0.00% | +7,102 | New |
| HSBC Holdings PLC | 7,400 | $589.0K | 0.00% | −7,112−49.0% | Reduced |
| Commerce Bank | 7,552 | $596.0K | 0.00% | −7−0.1% | Reduced |
| Integrated Investment Consultants, LLC | 7,703 | $608.0K | 0.22% | −98−1.3% | Reduced |
| Ergoteles LLC | 7,706 | $608.0K | 0.02% | +7,706 | New |
| Principal Financial Group Inc | 7,913 | $625.0K | 0.00% | −61,572−88.6% | Reduced |
| Amalgamated Bank | 8,080 | $638.0K | 0.01% | −40.0% | Reduced |
| Handelsbanken Fonder AB | 8,158 | $644.0K | 0.00% | −1,300−13.7% | Reduced |
| Teacher Retirement System of Texas | 8,333 | $658.0K | 0.00% | −2,109−20.2% | Reduced |
| VELA Investment Management, LLC | 8,337 | $658.0K | 0.38% | +6+0.1% | Added |
| Connable Office Inc | 8,349 | $659.0K | 0.10% | +225+2.8% | Added |
| Squarepoint Ops LLC | 8,514 | $672.0K | 0.01% | +8,514 | New |
| Graham Capital Management, L.P. | 8,608 | $679.0K | 0.03% | +8,608 | New |
| Pearl River Capital, LLC | 8,671 | $684.0K | 0.16% | +1,371+18.8% | Added |
| Prudential PLC | 8,919 | $704.0K | 0.01% | +288+3.3% | Added |
| ProShare Advisors LLC | 9,261 | $731.0K | 0.00% | −4,630−33.3% | Reduced |
| Bayesian Capital Management, LP | 9,848 | $777.0K | 0.14% | +9,848 | New |
| Guggenheim Capital LLC | 10,204 | $806.0K | 0.01% | +2,410+30.9% | Added |
| AlphaCrest Capital Management LLC | 10,362 | $818.0K | 0.04% | −28,132−73.1% | Reduced |
| Two Sigma Advisers, LP | 10,600 | $837.0K | 0.00% | +3,400+47.2% | Added |
| Park Avenue Securities LLC | 11,169 | $882.0K | 0.02% | +890+8.7% | Added |
| SG Americas Securities, LLC | 11,194 | $884.0K | 0.01% | +5,376+92.4% | Added |
| Cim, LLC | 11,219 | $900.0K | 0.19% | −7,525−40.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 11,440 | $903.0K | 0.09% | 00.0% | Unchanged |
| Citigroup Inc | 11,501 | $907.0K | 0.00% | −1,200−9.4% | Reduced |
| Prana Capital Management, LP | 11,608 | $916.0K | 0.07% | +11,608 | New |
| HRT Financial LP | 11,874 | $937.0K | 0.01% | −642−5.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,885 | $938.0K | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,945 | $943.0K | 0.00% | +6,499+119.3% | Added |
| Algert Global LLC | 12,186 | $962.0K | 0.07% | +4,070+50.1% | Added |
| Barclays PLC | 12,274 | $969.0K | 0.00% | −9,023−42.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 12,570 | $992.0K | 0.04% | +1,039+9.0% | Added |
| State of Wisconsin Investment Board | 12,619 | $996.0K | 0.00% | +12,619 | New |
| Alpine Woods Capital Investors, LLC | 12,827 | $1.01M | 0.13% | −108−0.8% | Reduced |
| Teamwork Financial Advisors, LLC | 13,073 | $1.03M | 0.23% | −623−4.5% | Reduced |
| Versor Investments LP | 13,400 | $1.06M | 0.04% | +4,120+44.4% | Added |
| Arizona State Retirement System | 13,724 | $1.08M | 0.01% | −62−0.4% | Reduced |
| AE Wealth Management LLC | 13,759 | $1.09M | 0.01% | −915−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 13,818 | $1.09M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 13,824 | $1.09M | 0.00% | −22,735−62.2% | Reduced |
| Panagora Asset Management Inc | 14,266 | $1.13M | 0.01% | +1,337+10.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 14,474 | $1.14M | 0.13% | +244+1.7% | Added |
| Equitable Trust Co | 14,488 | $1.14M | 0.09% | +10,092+229.6% | Added |
| Atria Investments LLC | 14,621 | $1.15M | 0.02% | −351−2.3% | Reduced |
| Janus Henderson Group PLC | 14,701 | $1.16M | 0.00% | +630+4.5% | Added |
| Prudential Financial Inc | 14,662 | $1.19M | 0.00% | −4,592−23.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,053 | $1.19M | 0.00% | +15,053 | New |
| Cannell Peter B & Co Inc | 15,320 | $1.21M | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 15,453 | $1.22M | 0.02% | −16−0.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 15,500 | $1.22M | 0.21% | +15,500 | New |
| Ameritas Investment Partners, Inc. | 15,626 | $1.23M | 0.05% | −191−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 15,750 | $1.24M | 0.01% | −61,263−79.5% | Reduced |
| AQR Capital Management LLC | 16,053 | $1.27M | 0.00% | −124−0.8% | Reduced |
| Geneos Wealth Management Inc. | 16,284 | $1.27M | 0.06% | +686+4.4% | Added |
| Voloridge Investment Management, LLC | 16,804 | $1.33M | 0.01% | −46,202−73.3% | Reduced |
| Ensign Peak Advisors, Inc | 16,805 | $1.33M | 0.00% | +5,265+45.6% | Added |
| Cna Financial Corp | 17,501 | $1.38M | 0.48% | −1,140−6.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,576 | $1.39M | 0.00% | −44,191−71.5% | Reduced |
| MML Investors Services, LLC | 17,601 | $1.39M | 0.01% | +1,094+6.6% | Added |
| Taylor Frigon Capital Management LLC | 17,607 | $1.39M | 0.72% | −59−0.3% | Reduced |
| Martingale Asset Management L P | 17,790 | $1.41M | 0.03% | −5,769−24.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 17,847 | $1.41M | 0.38% | −79−0.4% | Reduced |
| AXA S.A. | 18,300 | $1.44M | 0.01% | −46,200−71.6% | Reduced |
| Davenport & Co LLC | 18,403 | $1.45M | 0.01% | −127−0.7% | Reduced |
| Brookfield Asset Management Inc. | 18,696 | $1.48M | 0.01% | +18,696 | New |
| Illinois Municipal Retirement Fund | 18,964 | $1.50M | 0.04% | +7,955+72.3% | Added |
| Voya Investment Management LLC | 19,489 | $1.54M | 0.00% | −675−3.3% | Reduced |
| Bank of Montreal | 18,583 | $1.59M | 0.00% | −379−2.0% | Reduced |
| Renaissance Group LLC | 20,246 | $1.60M | 0.08% | +763+3.9% | Added |