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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 545,531 | $42.6M | 0.06% | −79,940−12.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 592,963 | $46.8M | 0.36% | +441,202+290.7% | Added |
| GW&K Investment Management, LLC | 604,337 | $47.7M | 0.51% | +33,223+5.8% | Added |
| Clearbridge Investments, LLC | 606,982 | $47.9M | 0.04% | −20.0% | Reduced |
| Wells Fargo & Company | 699,831 | $55.2M | 0.02% | −66,401−8.7% | Reduced |
| Van Berkom & Associates Inc. | 728,947 | $57.5M | 2.41% | −11,994−1.6% | Reduced |
| Northern Trust Corp | 758,663 | $59.9M | 0.01% | −13,014−1.7% | Reduced |
| Dimensional Fund Advisors LP | 819,594 | $64.7M | 0.02% | +17,200+2.1% | Added |
| First Trust Advisors LP | 863,805 | $68.2M | 0.08% | +89,240+11.5% | Added |
| Ameriprise Financial Inc | 942,055 | $74.3M | 0.03% | +120,736+14.7% | Added |
| Fiduciary Management Inc | 986,665 | $77.9M | 0.74% | −4,499−0.5% | Reduced |
| State Street Corp | 1,081,518 | $85.4M | 0.01% | −25,804−2.3% | Reduced |
| Neuberger Berman Group LLC | 1,117,951 | $88.2M | 0.09% | −26,210−2.3% | Reduced |
| Geode Capital Management, LLC | 1,168,125 | $92.2M | 0.01% | +91,385+8.5% | Added |
| Bamco Inc | 1,300,895 | $102.7M | 0.33% | −810.0% | Reduced |
| Price T Rowe Associates Inc | 1,380,194 | $108.9M | 0.01% | −18,223−1.3% | Reduced |
| Bank of America Corp | 1,440,090 | $113.7M | 0.01% | +25,741+1.8% | Added |
| Burgundy Asset Management Ltd. | 1,625,544 | $128.3M | 1.61% | +37,684+2.4% | Added |
| Alliancebernstein L.P. | 2,414,300 | $190.6M | 0.09% | −88,606−3.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,832,265 | $223.6M | 0.71% | −81,979−2.8% | Reduced |
| Earnest Partners LLC | 3,659,766 | $288.9M | 1.92% | +140,068+4.0% | Added |
| BlackRock Inc. | 3,722,982 | $293.9M | 0.01% | +15,968+0.4% | Added |
| Vanguard Group Inc | 5,029,875 | $397.0M | 0.01% | −13,039−0.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −118,500−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −100,005−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −57,157−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −50,535−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −48,295−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −37,769−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −37,161−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,183−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −27,802−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,680−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −16,345−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −16,426−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −16,125−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −15,449−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −13,266−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,150−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −12,758−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −11,842−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −7,897−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,336−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,778−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −6,481−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −4,283−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,285−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,963−100.0% | Sold out |
| Galvin, Gaustad & Stein, LLC | 0 | $0 | 0.00% | −3,802−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −3,489−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −3,374−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −3,357−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,153−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,791−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −2,345−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,308−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,033−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Mondrian Investment Partners LTD | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Meristem Family Wealth, LLC | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |