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, Q3 2022
Institutional positions in Houlihan Lokey, Inc. as of Sep 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
- 323
- 0 vs. Q2 2022
- Shares held
- 49.2M
- +322.7K (+0.7%) vs. Q2 2022
- Total value
- $3.71B
- −$155.1M (−4.0%) vs. Q2 2022
- New holders
- 36
- 113 more added
- Sold out
- 36
- 117 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,988,205 | $376.0M | 0.01% | −41,670−0.8% | Reduced |
| BlackRock Inc. | 3,808,002 | $287.0M | 0.01% | +85,020+2.3% | Added |
| Earnest Partners LLC | 3,686,423 | $277.9M | 1.87% | +26,657+0.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,782,705 | $209.8M | 0.70% | −49,560−1.7% | Reduced |
| Alliancebernstein L.P. | 2,407,948 | $181.5M | 0.09% | −6,352−0.3% | Reduced |
| Burgundy Asset Management Ltd. | 1,583,863 | $119.4M | 1.66% | −41,681−2.6% | Reduced |
| Bank of America Corp | 1,420,037 | $107.0M | 0.01% | −20,053−1.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,360,703 | $102.6M | 0.08% | +1,360,703 | New |
| Bamco Inc | 1,300,895 | $98.1M | 0.32% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,138,671 | $85.8M | 0.01% | −29,454−2.5% | Reduced |
| Neuberger Berman Group LLC | 1,106,274 | $83.4M | 0.09% | −11,677−1.0% | Reduced |
| State Street Corp | 1,081,366 | $81.5M | 0.01% | −1520.0% | Reduced |
| Ameriprise Financial Inc | 979,156 | $73.8M | 0.03% | +37,101+3.9% | Added |
| Fiduciary Management Inc | 978,848 | $73.8M | 0.78% | −7,817−0.8% | Reduced |
| First Trust Advisors LP | 901,547 | $68.0M | 0.09% | +37,742+4.4% | Added |
| Dimensional Fund Advisors LP | 841,540 | $63.4M | 0.02% | +21,946+2.7% | Added |
| Northern Trust Corp | 745,057 | $56.2M | 0.01% | −13,606−1.8% | Reduced |
| Thrivent Financial for Lutherans | 738,261 | $55.6M | 0.15% | +387,692+110.6% | Added |
| Van Berkom & Associates Inc. | 712,575 | $53.7M | 2.55% | −16,372−2.2% | Reduced |
| Wells Fargo & Company | 668,134 | $50.4M | 0.02% | −31,697−4.5% | Reduced |
| Citadel Advisors LLC | 654,691 | $49.4M | 0.06% | +548,482+516.4% | Added |
| GW&K Investment Management, LLC | 642,568 | $48.4M | 0.53% | +38,231+6.3% | Added |
| Clearbridge Investments, LLC | 606,981 | $45.8M | 0.05% | −10.0% | Reduced |
| Nordea Investment Management AB | 571,043 | $43.9M | 0.07% | +25,512+4.7% | Added |
| Millennium Management LLC | 535,742 | $40.4M | 0.05% | +362,194+208.7% | Added |
| Franklin Resources Inc | 512,096 | $38.6M | 0.02% | +5,854+1.2% | Added |
| SEI Investments Co | 478,897 | $36.1M | 0.08% | −4,983−1.0% | Reduced |
| Norges Bank | 471,015 | $35.5M | 0.01% | +5,954+1.3% | Added |
| Atlanta Capital Management Co L L C | 464,024 | $35.0M | 0.16% | −19,568−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 451,887 | $34.1M | 0.01% | +14,332+3.3% | Added |
| New York State Common Retirement Fund | 440,776 | $33.2M | 0.05% | −1,006−0.2% | Reduced |
| Jennison Associates LLC | 429,641 | $32.4M | 0.03% | −1,678−0.4% | Reduced |
| Morgan Stanley | 409,086 | $30.8M | 0.00% | −21,307−5.0% | Reduced |
| FMR LLC | 389,416 | $29.4M | 0.00% | +109,268+39.0% | Added |
| Bank of New York Mellon Corp | 344,594 | $26.0M | 0.01% | +11,324+3.4% | Added |
| Goldman Sachs Group Inc | 331,411 | $25.0M | 0.01% | −145,766−30.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 286,500 | $21.6M | 1.75% | +2,823+1.0% | Added |
| Natixis Advisors, L.P. | 283,188 | $21.3M | 0.09% | +4,875+1.8% | Added |
| Schroder Investment Management Group | 268,645 | $20.3M | 0.03% | −98,958−26.9% | Reduced |
| Envestnet Asset Management Inc | 247,264 | $18.6M | 0.01% | −10.0% | Reduced |
| Eaton Vance Management | 241,743 | $18.2M | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 239,225 | $18.0M | 0.57% | +1,524+0.6% | Added |
| Nuveen Asset Management, LLC | 213,891 | $16.1M | 0.01% | +3,222+1.5% | Added |
| UBS Group AG | 184,874 | $13.9M | 0.01% | −12,482−6.3% | Reduced |
| Emerald Advisers, LLC | 183,700 | $13.8M | 0.71% | −2,498−1.3% | Reduced |
| Flputnam Investment Management Co | 179,887 | $13.6M | 0.53% | −3,556−1.9% | Reduced |
| Royce & Associates LP | 174,314 | $13.1M | 0.15% | −56,946−24.6% | Reduced |
| Eagle Asset Management Inc | 161,986 | $12.2M | 0.08% | −1,043−0.6% | Reduced |
| Russell Investments Group, Ltd. | 160,879 | $12.1M | 0.03% | −56,650−26.0% | Reduced |
| Polen Capital Management LLC | 160,096 | $12.1M | 0.03% | +14,041+9.6% | Added |
| Emerald Mutual Fund Advisers Trust | 155,802 | $11.7M | 0.74% | −10,120−6.1% | Reduced |
| Ariel Investments, LLC | 144,158 | $10.9M | 0.12% | +1,846+1.3% | Added |
| Montanaro Asset Management Ltd | 130,000 | $9.80M | 1.50% | +17,500+15.6% | Added |
| JPMorgan Chase & Co | 129,565 | $9.77M | 0.00% | +6,789+5.5% | Added |
| GHP Investment Advisors, Inc. | 124,559 | $9.39M | 0.72% | +2,779+2.3% | Added |
| California Public Employees Retirement System | 119,865 | $9.04M | 0.01% | +3,991+3.4% | Added |
| Swiss National Bank | 117,336 | $8.85M | 0.01% | −2,000−1.7% | Reduced |
| West Coast Financial LLC | 113,571 | $8.56M | 1.58% | +890+0.8% | Added |
| Pier Capital, LLC | 112,430 | $8.47M | 1.46% | +2,416+2.2% | Added |
| Vestcor Inc | 110,837 | $8.36M | 0.32% | −26,318−19.2% | Reduced |
| Rhumbline Advisers | 96,676 | $7.29M | 0.01% | +13,501+16.2% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 90,004 | $6.79M | 2.41% | +4,910+5.8% | Added |
| American Century Companies Inc | 87,538 | $6.60M | 0.01% | −8,534−8.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 84,307 | $6.36M | 0.04% | +84,307 | New |
| Northwest & Ethical Investments L.P. | 83,364 | $6.28M | 0.25% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 82,151 | $6.19M | 0.07% | +1,625+2.0% | Added |
| Rheos Capital Works Inc. | 81,500 | $6.14M | 0.41% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 74,024 | $5.58M | 0.13% | +5,928+8.7% | Added |
| Invesco Ltd. | 72,611 | $5.47M | 0.00% | +18,473+34.1% | Added |
| Federated Hermes, Inc. | 72,517 | $5.47M | 0.02% | −231,740−76.2% | Reduced |
| Raymond James & Associates | 70,591 | $5.32M | 0.01% | +17,211+32.2% | Added |
| FIL Ltd | 69,127 | $5.21M | 0.01% | +21,738+45.9% | Added |
| Summit Global Investments | 64,610 | $4.87M | 0.45% | +3,231+5.3% | Added |
| California State Teachers Retirement System | 62,317 | $4.70M | 0.01% | −2,747−4.2% | Reduced |
| Point72 Asset Management, L.P. | 60,669 | $4.57M | 0.02% | +60,669 | New |
| Swedbank AB | 60,000 | $4.52M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 58,713 | $4.42M | 0.02% | – | – |
| D. E. Shaw & Co., Inc. | 58,394 | $4.40M | 0.01% | +37,238+176.0% | Added |
| Stifel Financial Corp | 58,236 | $4.39M | 0.01% | −2,768−4.5% | Reduced |
| UBS Asset Management Americas Inc | 56,068 | $4.23M | 0.00% | −12,926−18.7% | Reduced |
| STRS Ohio | 52,500 | $3.96M | 0.02% | −200−0.4% | Reduced |
| Credit Suisse AG | 51,058 | $3.85M | 0.00% | +99+0.2% | Added |
| Public Employees Retirement System of Ohio | 50,109 | $3.78M | 0.02% | −749−1.5% | Reduced |
| Renaissance Technologies LLC | 50,000 | $3.77M | 0.01% | −2,900−5.5% | Reduced |
| NFJ Investment Group, LLC | 46,263 | $3.54M | 0.09% | −6,203−11.8% | Reduced |
| Legal & General Group Plc | 45,923 | $3.46M | 0.00% | −1,575−3.3% | Reduced |
| FineMark National Bank & Trust | 45,100 | $3.40M | 0.17% | +1,112+2.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 44,943 | $3.39M | 2.37% | +2,074+4.8% | Added |
| Seizert Capital Partners, LLC | 44,710 | $3.37M | 0.19% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 43,147 | $3.25M | 0.01% | +7,689+21.7% | Added |
| Argent Capital Management LLC | 41,864 | $3.16M | 0.12% | +27+0.1% | Added |
| Mutual of America Capital Management LLC | 41,824 | $3.15M | 0.04% | +2,530+6.4% | Added |
| Alps Advisors Inc | 40,718 | $3.07M | 0.03% | −2,079−4.9% | Reduced |
| Truist Financial Corp | 40,672 | $3.07M | 0.01% | −182−0.4% | Reduced |
| Weil Company, Inc. | 40,527 | $3.06M | 1.88% | +816+2.1% | Added |
| Oppenheimer Asset Management Inc. | 40,455 | $3.05M | 0.05% | +397+1.0% | Added |
| Fifth Third Bancorp | 36,382 | $2.74M | 0.01% | +11,994+49.2% | Added |
| Two Sigma Investments, LP | 34,723 | $2.62M | 0.01% | +29,423+555.2% | Added |
| The PNC Financial Services Group, Inc. | 32,503 | $2.45M | 0.00% | −4,944−13.2% | Reduced |
| Royal Bank of Canada | 30,597 | $2.31M | 0.00% | −2,444−7.4% | Reduced |