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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 30,146 | $2.38M | 0.00% | −101,335−77.1% | Reduced |
| US Bancorp | 29,338 | $2.31M | 0.00% | +383+1.3% | Added |
| HighTower Advisors, LLC | 29,187 | $2.30M | 0.01% | −605−2.0% | Reduced |
| Lazard Asset Management LLC | 29,045 | $2.29M | 0.00% | −41,524−58.8% | Reduced |
| State of New Jersey Common Pension Fund D | 28,794 | $2.27M | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 28,700 | $2.27M | 0.01% | −42,748−59.8% | Reduced |
| LPL Financial LLC | 27,107 | $2.14M | 0.00% | −14,215−34.4% | Reduced |
| MetLife Investment Management | 26,046 | $2.06M | 0.02% | −1,215−4.5% | Reduced |
| Los Angeles Capital Management LLC | 25,919 | $2.05M | 0.01% | −16,224−38.5% | Reduced |
| Assenagon Asset Management S.A. | 25,563 | $2.02M | 0.01% | +25,563 | New |
| Harbor Advisors LLC | 25,000 | $1.97M | 0.48% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 25,009 | $1.97M | 0.06% | +2,023+8.8% | Added |
| Whittier Trust Co | 24,883 | $1.96M | 0.04% | +413+1.7% | Added |
| Aviva PLC | 24,483 | $1.93M | 0.01% | +2,137+9.6% | Added |
| Fifth Third Bancorp | 24,388 | $1.93M | 0.01% | +1,159+5.0% | Added |
| American International Group, Inc. | 23,875 | $1.88M | 0.01% | −1,492−5.9% | Reduced |
| Paragon Advisors, LLC | 23,639 | $1.87M | 0.93% | −17,381−42.4% | Reduced |
| Pictet Asset Management SA | 21,967 | $1.73M | 0.00% | −18,553−45.8% | Reduced |
| D. E. Shaw & Co., Inc. | 21,156 | $1.67M | 0.00% | −32,983−60.9% | Reduced |
| Regions Financial Corp | 21,147 | $1.67M | 0.02% | −3,141−12.9% | Reduced |
| Grandeur Peak Global Advisors, LLC | 21,083 | $1.66M | 0.10% | −19,581−48.2% | Reduced |
| Baird Financial Group, Inc. | 20,994 | $1.66M | 0.00% | −347−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 20,800 | $1.64M | 0.00% | −338−1.6% | Reduced |
| Renaissance Group LLC | 20,246 | $1.60M | 0.08% | +763+3.9% | Added |
| Bank of Montreal | 18,583 | $1.59M | 0.00% | −379−2.0% | Reduced |
| Voya Investment Management LLC | 19,489 | $1.54M | 0.00% | −675−3.3% | Reduced |
| Illinois Municipal Retirement Fund | 18,964 | $1.50M | 0.04% | +7,955+72.3% | Added |
| Brookfield Asset Management Inc. | 18,696 | $1.48M | 0.01% | +18,696 | New |
| Davenport & Co LLC | 18,403 | $1.45M | 0.01% | −127−0.7% | Reduced |
| AXA S.A. | 18,300 | $1.44M | 0.01% | −46,200−71.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 17,847 | $1.41M | 0.38% | −79−0.4% | Reduced |
| Martingale Asset Management L P | 17,790 | $1.41M | 0.03% | −5,769−24.5% | Reduced |
| Taylor Frigon Capital Management LLC | 17,607 | $1.39M | 0.72% | −59−0.3% | Reduced |
| MML Investors Services, LLC | 17,601 | $1.39M | 0.01% | +1,094+6.6% | Added |
| Allspring Global Investments Holdings, LLC | 17,576 | $1.39M | 0.00% | −44,191−71.5% | Reduced |
| Cna Financial Corp | 17,501 | $1.38M | 0.48% | −1,140−6.1% | Reduced |
| 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 |
| Geneos Wealth Management Inc. | 16,284 | $1.27M | 0.06% | +686+4.4% | Added |
| AQR Capital Management LLC | 16,053 | $1.27M | 0.00% | −124−0.8% | Reduced |
| Cubist Systematic Strategies, LLC | 15,750 | $1.24M | 0.01% | −61,263−79.5% | Reduced |
| Ameritas Investment Partners, Inc. | 15,626 | $1.23M | 0.05% | −191−1.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 15,500 | $1.22M | 0.21% | +15,500 | New |
| Bokf, NA | 15,453 | $1.22M | 0.02% | −16−0.1% | Reduced |
| Cannell Peter B & Co Inc | 15,320 | $1.21M | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 15,053 | $1.19M | 0.00% | +15,053 | New |
| Prudential Financial Inc | 14,662 | $1.19M | 0.00% | −4,592−23.8% | Reduced |
| Janus Henderson Group PLC | 14,701 | $1.16M | 0.00% | +630+4.5% | Added |
| Atria Investments LLC | 14,621 | $1.15M | 0.02% | −351−2.3% | Reduced |
| Equitable Trust Co | 14,488 | $1.14M | 0.09% | +10,092+229.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 14,474 | $1.14M | 0.13% | +244+1.7% | Added |
| Panagora Asset Management Inc | 14,266 | $1.13M | 0.01% | +1,337+10.3% | Added |
| BNP Paribas Arbitrage, SA | 13,824 | $1.09M | 0.00% | −22,735−62.2% | Reduced |
| State Board of Administration of Florida Retirement System | 13,818 | $1.09M | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 13,759 | $1.09M | 0.01% | −915−6.2% | Reduced |
| Arizona State Retirement System | 13,724 | $1.08M | 0.01% | −62−0.4% | Reduced |
| Versor Investments LP | 13,400 | $1.06M | 0.04% | +4,120+44.4% | Added |
| Teamwork Financial Advisors, LLC | 13,073 | $1.03M | 0.23% | −623−4.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,827 | $1.01M | 0.13% | −108−0.8% | Reduced |
| State of Wisconsin Investment Board | 12,619 | $996.0K | 0.00% | +12,619 | New |
| Whittier Trust Co of Nevada Inc | 12,570 | $992.0K | 0.04% | +1,039+9.0% | Added |
| Barclays PLC | 12,274 | $969.0K | 0.00% | −9,023−42.4% | Reduced |
| Algert Global LLC | 12,186 | $962.0K | 0.07% | +4,070+50.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,945 | $943.0K | 0.00% | +6,499+119.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,885 | $938.0K | 0.09% | 00.0% | Unchanged |
| HRT Financial LP | 11,874 | $937.0K | 0.01% | −642−5.1% | Reduced |
| Prana Capital Management, LP | 11,608 | $916.0K | 0.07% | +11,608 | New |
| Citigroup Inc | 11,501 | $907.0K | 0.00% | −1,200−9.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 11,440 | $903.0K | 0.09% | 00.0% | Unchanged |
| Cim, LLC | 11,219 | $900.0K | 0.19% | −7,525−40.1% | Reduced |
| SG Americas Securities, LLC | 11,194 | $884.0K | 0.01% | +5,376+92.4% | Added |
| Park Avenue Securities LLC | 11,169 | $882.0K | 0.02% | +890+8.7% | Added |
| Two Sigma Advisers, LP | 10,600 | $837.0K | 0.00% | +3,400+47.2% | Added |
| AlphaCrest Capital Management LLC | 10,362 | $818.0K | 0.04% | −28,132−73.1% | Reduced |
| Guggenheim Capital LLC | 10,204 | $806.0K | 0.01% | +2,410+30.9% | Added |
| Bayesian Capital Management, LP | 9,848 | $777.0K | 0.14% | +9,848 | New |
| ProShare Advisors LLC | 9,261 | $731.0K | 0.00% | −4,630−33.3% | Reduced |
| Prudential PLC | 8,919 | $704.0K | 0.01% | +288+3.3% | Added |
| Pearl River Capital, LLC | 8,671 | $684.0K | 0.16% | +1,371+18.8% | Added |
| Graham Capital Management, L.P. | 8,608 | $679.0K | 0.03% | +8,608 | New |
| Squarepoint Ops LLC | 8,514 | $672.0K | 0.01% | +8,514 | New |
| Connable Office Inc | 8,349 | $659.0K | 0.10% | +225+2.8% | Added |
| 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 |
| Handelsbanken Fonder AB | 8,158 | $644.0K | 0.00% | −1,300−13.7% | Reduced |
| Amalgamated Bank | 8,080 | $638.0K | 0.01% | −40.0% | Reduced |
| Principal Financial Group Inc | 7,913 | $625.0K | 0.00% | −61,572−88.6% | 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 |
| Commerce Bank | 7,552 | $596.0K | 0.00% | −7−0.1% | Reduced |
| HSBC Holdings PLC | 7,400 | $589.0K | 0.00% | −7,112−49.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,102 | $561.0K | 0.00% | +7,102 | New |
| Cresset Asset Management, LLC | 6,923 | $546.0K | 0.01% | +6,923 | New |
| Naples Global Advisors, LLC | 6,870 | $542.0K | 0.07% | +1,055+18.1% | Added |
| O'Shaughnessy Asset Management, LLC | 6,782 | $535.0K | 0.01% | −717−9.6% | Reduced |
| FourThought Financial, LLC | 6,314 | $498.0K | 0.07% | +722+12.9% | Added |
| Susquehanna International Group, LLP | 6,244 | $493.0K | 0.00% | +901+16.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,221 | $491.0K | 0.00% | −630−9.2% | Reduced |
| Toroso Investments, LLC | 6,016 | $475.0K | 0.02% | +565+10.4% | Added |
| Public Employees Retirement Association of Colorado | 6,007 | $474.0K | 0.00% | 00.0% | Unchanged |