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 |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 5,800 | $458.0K | 0.05% | −813−12.3% | Reduced |
| Brookstone Capital Management | 5,629 | $452.0K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 5,692 | $449.0K | 0.10% | +1,810+46.6% | Added |
| Keybank National Association | 5,348 | $422.0K | 0.00% | +5,348 | New |
| New York Life Investment Management LLC | 5,311 | $419.0K | 0.00% | +5,311 | New |
| Two Sigma Investments, LP | 5,300 | $418.0K | 0.00% | +5,300 | New |
| Resources Management Corp | 5,181 | $409.0K | 0.07% | +250+5.1% | Added |
| Intrust Bank NA | 5,163 | $408.0K | 0.06% | −139−2.6% | Reduced |
| Hirtle Callaghan & Co LLC | 5,140 | $406.0K | 0.02% | −694−11.9% | Reduced |
| Rockefeller Capital Management L.P. | 5,083 | $401.0K | 0.00% | +131+2.6% | Added |
| Campbell & CO Investment Adviser LLC | 5,054 | $399.0K | 0.11% | +5,054 | New |
| Moneta Group Investment Advisors LLC | 5,030 | $397.0K | 0.01% | +1,032+25.8% | Added |
| FDx Advisors, Inc. | 4,787 | $378.0K | 0.01% | −314−6.2% | Reduced |
| FORA Capital, LLC | 4,745 | $375.0K | 0.07% | −4,904−50.8% | Reduced |
| Acadian Asset Management LLC | 4,733 | $374.0K | 0.00% | −219,804−97.9% | Reduced |
| James Investment Research Inc | 4,728 | $373.0K | 0.05% | +16+0.3% | Added |
| Janney Montgomery Scott LLC | 4,642 | $366.0K | 0.00% | −1,058−18.6% | Reduced |
| New York State Teachers Retirement System | 4,500 | $355.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,440 | $350.0K | 0.00% | +767+20.9% | Added |
| CastleKnight Management LP | 4,200 | $332.0K | 0.10% | +4,200 | New |
| Great West Life Assurance Co | 4,155 | $328.0K | 0.00% | +145+3.6% | Added |
| Sawgrass Asset Management LLC | 4,107 | $324.0K | 0.04% | −95−2.3% | Reduced |
| Qube Research & Technologies Ltd | 3,811 | $301.0K | 0.00% | −30,420−88.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 3,744 | $296.0K | 0.08% | −143−3.7% | Reduced |
| Trexquant Investment LP | 3,578 | $282.0K | 0.01% | +3,578 | New |
| Origin Asset Management LLP | 3,533 | $279.0K | 0.14% | −2,920−45.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,452 | $272.0K | 0.02% | −98−2.8% | Reduced |
| First Bank & Trust | 3,390 | $268.0K | 0.09% | +175+5.4% | Added |
| Fulton Bank, N.A. | 3,237 | $256.0K | 0.01% | +340+11.7% | Added |
| Voya Financial Advisors, Inc. | 3,149 | $255.0K | 0.03% | −184−5.5% | Reduced |
| Moloney Securities Asset Management, LLC | 3,221 | $254.0K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 3,196 | $252.0K | 0.00% | +551+20.8% | Added |
| Wealth Alliance | 3,175 | $251.0K | 0.05% | +225+7.6% | Added |
| TownSquare Capital, LLC | 3,076 | $243.0K | 0.01% | +3,076 | New |
| Cetera Investment Advisers | 3,055 | $241.0K | 0.00% | −10−0.3% | Reduced |
| Metropolitan Life Insurance Co | 3,046 | $240.4K | 0.01% | −141−4.4% | Reduced |
| Summit Trail Advisors, LLC | 3,039 | $240.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,927 | $231.0K | 0.02% | +110+3.9% | Added |
| Capital Impact Advisors, LLC | 2,883 | $228.0K | 0.21% | −3,703−56.2% | 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 |
| 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 |
| CWM Advisors, LLC | 2,693 | $213.0K | 0.03% | −3−0.1% | Reduced |
| Captrust Financial Advisors | 2,671 | $211.0K | 0.00% | +230+9.4% | Added |
| Jane Street Group, LLC | 2,650 | $209.0K | 0.00% | −2,608−49.6% | Reduced |
| Riverwater Partners LLC | 2,601 | $205.0K | 0.21% | +2,601 | New |
| J2 Capital Management Inc | 2,547 | $201.0K | 0.31% | +2,547 | New |
| Johnson Financial Group, Inc. | 2,189 | $197.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,220 | $176.0K | 0.11% | −1,784−44.6% | Reduced |
| Convergence Investment Partners, LLC | 2,124 | $168.0K | 0.10% | +2,124 | New |
| Scissortail Wealth Management, LLC | 1,502 | $155.0K | 0.06% | +1,502 | New |
| Tower Research Capital LLC (TRC) | 1,920 | $152.0K | 0.00% | +1,514+372.9% | Added |
| Ronald Blue Trust, Inc. | 1,622 | $142.0K | 0.00% | +1,622 | New |
| Van Eck Associates Corp | 1,641 | $130.0K | 0.00% | +160+10.8% | Added |
| National Bank of Canada | 1,589 | $125.0K | 0.00% | +1,277+409.3% | Added |
| Harbor Investment Advisory, LLC | 1,478 | $117.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,479 | $116.0K | 0.01% | +1,479 | New |
| Covestor Ltd | 1,443 | $114.0K | 0.09% | +347+31.7% | Added |
| Okabena Investment Services Inc | 1,382 | $109.0K | 0.06% | +123+9.8% | Added |
| Macquarie Group Ltd | 1,370 | $108.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,352 | $107.0K | 0.00% | +175+14.9% | Added |
| Nisa Investment Advisors, LLC | 1,200 | $95.0K | 0.00% | −284−19.1% | Reduced |
| Globeflex Capital L P | 1,096 | $87.0K | 0.02% | −1,310−54.4% | Reduced |
| 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 |
| Anchor Investment Management, LLC | 990 | $78.1K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 964 | $76.0K | 0.04% | +964 | New |
| Evoke Wealth, LLC | 900 | $71.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 844 | $67.0K | 0.00% | −6,322−88.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 834 | $66.0K | 0.00% | −268,266−99.7% | Reduced |
| Private Capital Group, LLC | 796 | $63.0K | 0.05% | −43−5.1% | Reduced |
| Exchange Traded Concepts, LLC | 734 | $58.0K | 0.00% | +52+7.6% | Added |
| Assetmark, Inc | 610 | $48.0K | 0.00% | −100−14.1% | Reduced |
| Global Retirement Partners, LLC | 522 | $41.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 502 | $40.0K | 0.00% | −131−20.7% | Reduced |
| American Portfolios Advisors | 405 | $32.0K | 0.00% | +25+6.6% | Added |
| Ci Investments Inc. | 399 | $31.0K | 0.00% | −304−43.2% | Reduced |
| Harvest Fund Management Co., Ltd | 374 | $30.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 353 | $28.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 344 | $27.2K | 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 |
| Column Capital Advisors, LLC | 290 | $23.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 279 | $22.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 269 | $21.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Trust Co NA | 230 | $18.0K | 0.00% | +230 | New |
| Bartlett & Co. Wealth Management LLC | 217 | $17.1K | 0.00% | +217 | New |
| Umb Bank N A | 208 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 217 | $17.0K | 0.00% | +217 | New |
| Signaturefd, LLC | 207 | $16.0K | 0.00% | −115−35.7% | Reduced |
| Central Trust Co | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Riverview Trust Co | 167 | $13.0K | 0.01% | +167 | New |
| TCI Wealth Advisors, Inc. | 123 | $10.0K | 0.00% | −230−65.2% | Reduced |
| Bell Investment Advisors, Inc | 127 | $10.0K | 0.00% | +127 | New |
| Spire Wealth Management | 108 | $9.00K | 0.00% | −20−15.6% | Reduced |