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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 20,800 | $1.64M | 0.00% | −338−1.6% | Reduced |
| Baird Financial Group, Inc. | 20,994 | $1.66M | 0.00% | −347−1.6% | Reduced |
| Grandeur Peak Global Advisors, LLC | 21,083 | $1.66M | 0.10% | −19,581−48.2% | Reduced |
| Regions Financial Corp | 21,147 | $1.67M | 0.02% | −3,141−12.9% | Reduced |
| D. E. Shaw & Co., Inc. | 21,156 | $1.67M | 0.00% | −32,983−60.9% | Reduced |
| Pictet Asset Management SA | 21,967 | $1.73M | 0.00% | −18,553−45.8% | Reduced |
| Paragon Advisors, LLC | 23,639 | $1.87M | 0.93% | −17,381−42.4% | Reduced |
| American International Group, Inc. | 23,875 | $1.88M | 0.01% | −1,492−5.9% | Reduced |
| Fifth Third Bancorp | 24,388 | $1.93M | 0.01% | +1,159+5.0% | Added |
| Aviva PLC | 24,483 | $1.93M | 0.01% | +2,137+9.6% | Added |
| Whittier Trust Co | 24,883 | $1.96M | 0.04% | +413+1.7% | Added |
| Vident Investment Advisory, LLC | 25,009 | $1.97M | 0.06% | +2,023+8.8% | Added |
| Harbor Advisors LLC | 25,000 | $1.97M | 0.48% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 25,563 | $2.02M | 0.01% | +25,563 | New |
| Los Angeles Capital Management LLC | 25,919 | $2.05M | 0.01% | −16,224−38.5% | Reduced |
| MetLife Investment Management | 26,046 | $2.06M | 0.02% | −1,215−4.5% | Reduced |
| LPL Financial LLC | 27,107 | $2.14M | 0.00% | −14,215−34.4% | Reduced |
| First Republic Investment Management, Inc. | 28,700 | $2.27M | 0.01% | −42,748−59.8% | Reduced |
| State of New Jersey Common Pension Fund D | 28,794 | $2.27M | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 29,045 | $2.29M | 0.00% | −41,524−58.8% | Reduced |
| HighTower Advisors, LLC | 29,187 | $2.30M | 0.01% | −605−2.0% | Reduced |
| US Bancorp | 29,338 | $2.31M | 0.00% | +383+1.3% | Added |
| Deutsche Bank AG | 30,146 | $2.38M | 0.00% | −101,335−77.1% | Reduced |
| Advisor Group Holdings, Inc. | 32,241 | $2.54M | 0.01% | +780+2.5% | Added |
| Royal Bank of Canada | 33,041 | $2.61M | 0.00% | −13,337−28.8% | Reduced |
| Balyasny Asset Management LLC | 35,458 | $2.80M | 0.01% | +35,458 | New |
| The PNC Financial Services Group, Inc. | 37,447 | $2.96M | 0.00% | −7,351−16.4% | Reduced |
| Mutual of America Capital Management LLC | 39,294 | $3.10M | 0.04% | −25,508−39.4% | Reduced |
| Fiera Capital Corp | 39,444 | $3.11M | 0.01% | −906−2.2% | Reduced |
| Weil Company, Inc. | 39,711 | $3.13M | 1.76% | +5,176+15.0% | Added |
| Oppenheimer Asset Management Inc. | 40,058 | $3.16M | 0.05% | −2,030−4.8% | Reduced |
| GWM Advisors LLC | 40,420 | $3.19M | 0.05% | −262,507−86.7% | Reduced |
| Truist Financial Corp | 40,854 | $3.23M | 0.01% | +3,218+8.6% | Added |
| Argent Capital Management LLC | 41,837 | $3.30M | 0.13% | −446−1.1% | Reduced |
| Alps Advisors Inc | 42,797 | $3.38M | 0.03% | +39,226+1,098.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 42,869 | $3.38M | 2.33% | +2,236+5.5% | Added |
| FineMark National Bank & Trust | 43,988 | $3.47M | 0.16% | +1,029+2.4% | Added |
| Seizert Capital Partners, LLC | 44,710 | $3.53M | 0.19% | +10,064+29.0% | Added |
| FIL Ltd | 47,389 | $3.74M | 0.00% | +46,989+11,747.3% | Added |
| Legal & General Group Plc | 47,498 | $3.75M | 0.00% | −336−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 50,858 | $4.01M | 0.02% | +736+1.5% | Added |
| Credit Suisse AG | 50,959 | $4.02M | 0.00% | −475−0.9% | Reduced |
| NFJ Investment Group, LLC | 52,466 | $4.14M | 0.10% | −720−1.4% | Reduced |
| STRS Ohio | 52,700 | $4.16M | 0.02% | −800−1.5% | Reduced |
| Renaissance Technologies LLC | 52,900 | $4.17M | 0.00% | −82,200−60.8% | Reduced |
| Raymond James & Associates | 53,380 | $4.21M | 0.00% | −1,532−2.8% | Reduced |
| Invesco Ltd. | 54,138 | $4.27M | 0.00% | −3,012−5.3% | Reduced |
| Swedbank AB | 60,000 | $4.74M | 0.01% | +30,000+100.0% | Added |
| Stifel Financial Corp | 61,004 | $4.82M | 0.01% | −2,295−3.6% | Reduced |
| Summit Global Investments | 61,379 | $4.84M | 0.43% | +20,655+50.7% | Added |
| California State Teachers Retirement System | 65,064 | $5.14M | 0.01% | −286−0.4% | Reduced |
| Crawford Investment Counsel Inc | 68,096 | $5.38M | 0.12% | −1,810−2.6% | Reduced |
| UBS Asset Management Americas Inc | 68,994 | $5.45M | 0.00% | +400+0.6% | Added |
| Man Group plc | – | $5.50M | 0.02% | – | – |
| Gillson Capital LP | 70,467 | $5.56M | 0.54% | +37,734+115.3% | Added |
| Segall Bryant & Hamill, LLC | 80,526 | $6.36M | 0.07% | +23,824+42.0% | Added |
| Rheos Capital Works Inc. | 81,500 | $6.43M | 0.48% | 00.0% | Unchanged |
| Rhumbline Advisers | 83,175 | $6.57M | 0.01% | +4,116+5.2% | Added |
| Northwest & Ethical Investments L.P. | 83,364 | $6.58M | 0.25% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 85,094 | $6.72M | 2.27% | +4,763+5.9% | Added |
| American Century Companies Inc | 96,072 | $7.58M | 0.01% | +77,907+428.9% | Added |
| Citadel Advisors LLC | 106,209 | $8.38M | 0.01% | +97,517+1,121.9% | Added |
| Pier Capital, LLC | 110,014 | $8.68M | 1.48% | +390+0.4% | Added |
| Montanaro Asset Management Ltd | 112,500 | $8.88M | 1.33% | 00.0% | Unchanged |
| West Coast Financial LLC | 112,681 | $8.89M | 1.58% | +1,026+0.9% | Added |
| California Public Employees Retirement System | 115,874 | $9.15M | 0.01% | +871+0.8% | Added |
| Swiss National Bank | 119,336 | $9.42M | 0.01% | −1,200−1.0% | Reduced |
| GHP Investment Advisors, Inc. | 121,780 | $9.61M | 0.71% | +3,361+2.8% | Added |
| JPMorgan Chase & Co | 122,776 | $9.69M | 0.00% | +4,983+4.2% | Added |
| Vestcor Inc | 137,155 | $10.8M | 0.40% | −1,571−1.1% | Reduced |
| Ariel Investments, LLC | 142,312 | $11.2M | 0.11% | +16,195+12.8% | Added |
| Polen Capital Management LLC | 146,055 | $11.5M | 0.03% | −28,562−16.4% | Reduced |
| Eagle Asset Management Inc | 163,029 | $12.9M | 0.08% | −735−0.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 165,922 | $13.1M | 0.76% | −36,189−17.9% | Reduced |
| Millennium Management LLC | 173,548 | $13.7M | 0.02% | +61,566+55.0% | Added |
| Flputnam Investment Management Co | 183,443 | $14.5M | 0.53% | +3,310+1.8% | Added |
| Emerald Advisers, LLC | 186,198 | $14.7M | 0.76% | −51,272−21.6% | Reduced |
| UBS Group AG | 197,356 | $15.6M | 0.01% | −19,768−9.1% | Reduced |
| Nuveen Asset Management, LLC | 210,669 | $16.6M | 0.01% | +57,153+37.2% | Added |
| Russell Investments Group, Ltd. | 217,529 | $17.2M | 0.04% | +57,635+36.0% | Added |
| Royce & Associates LP | 231,260 | $18.3M | 0.19% | +31,163+15.6% | Added |
| Ancora Advisors, LLC | 237,701 | $18.8M | 0.54% | +3,662+1.6% | Added |
| Eaton Vance Management | 241,743 | $19.1M | 0.03% | −4,230−1.7% | Reduced |
| Envestnet Asset Management Inc | 247,265 | $19.5M | 0.01% | +4,890+2.0% | Added |
| Natixis Advisors, L.P. | 278,313 | $22.0M | 0.10% | +16,552+6.3% | Added |
| FMR LLC | 280,148 | $22.1M | 0.00% | −5,953−2.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 283,677 | $22.4M | 1.83% | +597+0.2% | Added |
| Federated Hermes, Inc. | 304,257 | $24.0M | 0.07% | −141,589−31.8% | Reduced |
| Bank of New York Mellon Corp | 333,270 | $26.3M | 0.01% | −3,180−0.9% | Reduced |
| Thrivent Financial for Lutherans | 350,569 | $27.7M | 0.07% | +53,748+18.1% | Added |
| Schroder Investment Management Group | 367,603 | $29.7M | 0.05% | −178,603−32.7% | Reduced |
| Morgan Stanley | 430,393 | $34.0M | 0.00% | +134,338+45.4% | Added |
| Jennison Associates LLC | 431,319 | $34.0M | 0.03% | +9,247+2.2% | Added |
| Charles Schwab Investment Management Inc | 437,555 | $34.5M | 0.01% | −1,920−0.4% | Reduced |
| New York State Common Retirement Fund | 441,782 | $34.9M | 0.05% | −5,065−1.1% | Reduced |
| Norges Bank | 465,061 | $36.7M | 0.01% | +21,284+4.8% | Added |
| Goldman Sachs Group Inc | 477,177 | $37.7M | 0.01% | −61,966−11.5% | Reduced |
| Atlanta Capital Management Co L L C | 483,592 | $38.2M | 0.16% | −15,782−3.2% | Reduced |
| SEI Investments Co | 483,880 | $38.2M | 0.08% | +93,693+24.0% | Added |
| Franklin Resources Inc | 506,242 | $40.0M | 0.02% | −1,588−0.3% | Reduced |