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 |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 6 | $0 | 0.00% | −6−50.0% | Reduced |
| Eagle Bay Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3 | $0 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 2 | $0 | 0.00% | +2 | New |
| Allworth Financial LP | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 6 | $0 | 0.00% | +6 | New |
| National Bank of Canada | 8 | $1.00K | 0.00% | −1,581−99.5% | Reduced |
| Bogart Wealth, LLC | 8 | $1.00K | 0.00% | −27−77.1% | Reduced |
| IFP Advisors, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | +12 | New |
| Wipfli Financial Advisors LLC, | 8 | $1.00K | 0.00% | +8 | New |
| Absolute Capital Management, LLC | 15 | $1.14K | 0.00% | +15 | New |
| Tucker Asset Management LLC | 19 | $1.70K | 0.00% | +19 | New |
| Lindbrook Capital, LLC | 32 | $2.00K | 0.00% | +9+39.1% | Added |
| Glen Eagle Advisors, LLC | 34 | $2.56K | 0.00% | +34 | New |
| Bellevue Asset Management, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $3.00K | 0.00% | +14+56.0% | Added |
| Schubert & Co | 36 | $3.00K | 0.00% | +14+63.6% | Added |
| Pittenger & Anderson Inc | 39 | $3.00K | 0.00% | +39 | New |
| Heritage Wealth Management, LLC | 34 | $3.00K | 0.00% | +34 | New |
| Glassman Wealth Services | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 85 | $6.00K | 0.00% | +85 | New |
| Ten Capital Wealth Advisors, LLC | 86 | $6.00K | 0.00% | +86 | New |
| SRS Capital Advisors, Inc. | 92 | $7.00K | 0.00% | +12+15.0% | Added |
| Global Financial Private Client, LLC | 97 | $7.44K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 104 | $8.00K | 0.00% | +104 | New |
| Ellevest, Inc. | 116 | $9.00K | 0.00% | +116 | New |
| Quadrant Capital Group LLC | 132 | $10.0K | 0.00% | −56−29.8% | Reduced |
| Umb Bank N A | 149 | $11.0K | 0.00% | −59−28.4% | Reduced |
| Bell Investment Advisors, Inc | 144 | $11.0K | 0.00% | +17+13.4% | Added |
| Ameliora Wealth Management Ltd. | 169 | $13.0K | 0.01% | +169 | New |
| EverSource Wealth Advisors, LLC | 188 | $14.0K | 0.00% | +88+88.0% | Added |
| Central Trust Co | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 196 | $15.0K | 0.00% | +7+3.7% | Added |
| Private Trust Co NA | 215 | $16.0K | 0.00% | −15−6.5% | Reduced |
| Bartlett & Co. LLC | 217 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 217 | $16.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 245 | $18.0K | 0.01% | −1−0.4% | Reduced |
| Carolinas Wealth Consulting LLC | 243 | $18.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 267 | $20.0K | 0.00% | +267 | New |
| Federation des caisses Desjardins du Quebec | 269 | $20.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 279 | $21.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 290 | $22.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 311 | $23.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 302 | $23.0K | 0.00% | +179+145.5% | Added |
| Signaturefd, LLC | 321 | $24.0K | 0.00% | +114+55.1% | Added |
| First Horizon Advisors, Inc. | 339 | $25.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 344 | $25.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 353 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 378 | $28.0K | 0.00% | −21−5.3% | Reduced |
| American Portfolios Advisors | 391 | $29.5K | 0.00% | −14−3.5% | Reduced |
| Bessemer Group Inc | 416 | $31.0K | 0.00% | +416 | New |
| Householder Group Estate & Retirement Specialist, LLC | 454 | $34.0K | 0.01% | +454 | New |
| Parallel Advisors, LLC | 511 | $39.0K | 0.00% | +9+1.8% | Added |
| Assetmark, Inc | 610 | $46.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 522 | $47.0K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 834 | $63.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 881 | $66.0K | 0.00% | +37+4.4% | Added |
| Evoke Wealth, LLC | 900 | $68.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 964 | $73.0K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 974 | $73.0K | 0.00% | +240+32.7% | Added |
| Anchor Investment Management, LLC | 990 | $74.6K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,050 | $80.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,020 | $83.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,277 | $96.0K | 0.05% | −943−42.5% | Reduced |
| Macquarie Group Ltd | 738 | $103.0K | 0.00% | −632−46.1% | Reduced |
| Okabena Investment Services Inc | 1,382 | $104.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,395 | $105.0K | 0.00% | +43+3.2% | Added |
| Nisa Investment Advisors, LLC | 1,230 | $110.0K | 0.00% | +30+2.5% | Added |
| Harbor Investment Advisory, LLC | 1,478 | $111.0K | 0.02% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,476 | $112.0K | 0.02% | +1,476 | New |
| Van Eck Associates Corp | 1,803 | $136.0K | 0.00% | +162+9.9% | Added |
| Ronald Blue Trust, Inc. | 2,080 | $164.0K | 0.00% | +458+28.2% | Added |
| Covestor Ltd | 2,316 | $175.0K | 0.15% | +873+60.5% | Added |
| CIBC Asset Management Inc | 2,749 | $207.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,758 | $208.0K | 0.01% | −3−0.1% | Reduced |
| Private Advisor Group, LLC | 2,783 | $210.0K | 0.00% | +9+0.3% | Added |
| Xponance, Inc. | 2,806 | $212.0K | 0.00% | +33+1.2% | Added |
| Proequities, Inc. | 2,829 | $213.0K | 0.02% | −98−3.3% | Reduced |
| Captrust Financial Advisors | 2,823 | $213.0K | 0.00% | +152+5.7% | Added |
| CastleKnight Management LP | 2,900 | $219.0K | 0.07% | −1,300−31.0% | Reduced |
| Cetera Investment Advisers | 2,913 | $220.0K | 0.00% | −142−4.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 2,922 | $220.0K | 0.01% | +2,922 | New |
| Wealth Alliance | 2,936 | $221.0K | 0.04% | −239−7.5% | Reduced |
| Moloney Securities Asset Management, LLC | 2,946 | $222.0K | 0.05% | −275−8.5% | Reduced |
| Summit Trail Advisors, LLC | 3,039 | $229.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,046 | $229.6K | 0.01% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 3,049 | $232.0K | 0.03% | −100−3.2% | Reduced |
| HRT Financial LP | 3,257 | $245.0K | 0.00% | −8,617−72.6% | Reduced |
| First Bank & Trust | 3,390 | $255.0K | 0.09% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,442 | $259.0K | 0.00% | −18,525−84.3% | Reduced |
| Origin Asset Management LLP | 3,533 | $266.0K | 0.11% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,669 | $277.0K | 0.02% | +217+6.3% | Added |
| Capital Impact Advisors, LLC | 2,901 | $281.0K | 0.28% | +18+0.6% | Added |
| Pearl River Capital, LLC | 3,831 | $289.0K | 0.05% | −4,840−55.8% | Reduced |