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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 3,845 | $290.0K | 0.11% | +3,845 | New |
| Fulton Bank, N.A. | 3,946 | $298.0K | 0.02% | +709+21.9% | Added |
| FDx Advisors, Inc. | 4,066 | $306.0K | 0.01% | −721−15.1% | Reduced |
| Mackenzie Financial Corp | 4,256 | $321.0K | 0.00% | −184−4.1% | Reduced |
| Great West Life Assurance Co | 4,355 | $328.0K | 0.00% | +200+4.8% | Added |
| New York State Teachers Retirement System | 4,400 | $332.0K | 0.00% | −100−2.2% | Reduced |
| TownSquare Capital, LLC | 4,520 | $341.0K | 0.01% | +1,444+46.9% | Added |
| Moneta Group Investment Advisors LLC | 4,537 | $342.0K | 0.01% | −493−9.8% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,627 | $349.0K | 0.09% | +883+23.6% | Added |
| Glenmede Trust Co NA | 4,687 | $353.0K | 0.00% | +4,687 | New |
| Janney Montgomery Scott LLC | 4,781 | $360.0K | 0.00% | +139+3.0% | Added |
| Rockefeller Capital Management L.P. | 4,942 | $372.0K | 0.00% | −141−2.8% | Reduced |
| Isthmus Partners, LLC | 5,080 | $383.0K | 0.07% | +5,080 | New |
| Intrust Bank NA | 5,118 | $385.0K | 0.06% | −45−0.9% | Reduced |
| Resources Management Corp | 5,135 | $387.0K | 0.07% | −46−0.9% | Reduced |
| Algert Global LLC | 5,276 | $398.0K | 0.02% | −6,910−56.7% | Reduced |
| Bayesian Capital Management, LP | 5,348 | $403.0K | 0.08% | −4,500−45.7% | Reduced |
| Keybank National Association | 5,348 | $403.0K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 5,440 | $410.0K | 0.00% | −11,364−67.6% | Reduced |
| Brookstone Capital Management | 5,180 | $411.0K | 0.01% | −449−8.0% | Reduced |
| Cubist Systematic Strategies, LLC | 5,623 | $424.0K | 0.00% | −10,127−64.3% | Reduced |
| Victory Capital Management Inc | 5,639 | $425.0K | 0.00% | +5,639 | New |
| New York Life Investment Management LLC | 5,732 | $432.0K | 0.01% | +421+7.9% | Added |
| Formidable Asset Management, LLC | 5,830 | $440.0K | 0.10% | +138+2.4% | Added |
| Prana Capital Management, LP | 5,917 | $446.0K | 0.03% | −5,691−49.0% | Reduced |
| Public Employees Retirement Association of Colorado | 6,007 | $453.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 6,056 | $457.0K | 0.00% | +6,056 | New |
| ExodusPoint Capital Management, LP | 6,209 | $468.0K | 0.01% | +6,209 | New |
| James Investment Research Inc | 6,335 | $478.0K | 0.07% | +1,607+34.0% | Added |
| Toroso Investments, LLC | 6,453 | $486.0K | 0.02% | +437+7.3% | Added |
| Acadian Asset Management LLC | 6,509 | $489.0K | 0.00% | +1,776+37.5% | Added |
| Empowered Funds, LLC | 6,598 | $497.0K | 0.05% | +6,598 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,846 | $516.0K | 0.00% | +625+10.0% | Added |
| AlphaCrest Capital Management LLC | 7,003 | $528.0K | 0.03% | −3,359−32.4% | Reduced |
| Principal Financial Group Inc | 7,234 | $545.0K | 0.00% | −679−8.6% | Reduced |
| Cresset Asset Management, LLC | 7,251 | $546.0K | 0.01% | +328+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 7,420 | $559.0K | 0.01% | +638+9.4% | Added |
| Naples Global Advisors, LLC | 7,435 | $560.0K | 0.08% | +565+8.2% | Added |
| SG Americas Securities, LLC | 7,542 | $569.0K | 0.01% | −3,652−32.6% | Reduced |
| Commerce Bank | 7,552 | $569.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 7,617 | $574.0K | 0.08% | +1,303+20.6% | Added |
| Integrated Investment Consultants, LLC | 7,703 | $581.0K | 0.23% | 00.0% | Unchanged |
| Connable Office Inc | 7,995 | $603.0K | 0.10% | −354−4.2% | Reduced |
| Holocene Advisors, LP | 8,046 | $607.0K | 0.00% | +8,046 | New |
| Amalgamated Bank | 8,095 | $610.0K | 0.01% | +15+0.2% | Added |
| Teamwork Financial Advisors, LLC | 8,123 | $612.0K | 0.13% | −4,950−37.9% | Reduced |
| Handelsbanken Fonder AB | 8,158 | $615.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,324 | $627.0K | 0.00% | −9,252−52.6% | Reduced |
| VELA Investment Management, LLC | 8,337 | $628.0K | 0.36% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,649 | $652.0K | 0.01% | +6,729+350.5% | Added |
| Citigroup Inc | 8,782 | $662.0K | 0.00% | −2,719−23.6% | Reduced |
| ProShare Advisors LLC | 8,849 | $667.0K | 0.00% | −412−4.4% | Reduced |
| AE Wealth Management LLC | 9,189 | $693.0K | 0.01% | −4,570−33.2% | Reduced |
| State of Wisconsin Investment Board | 9,222 | $695.0K | 0.00% | −3,397−26.9% | Reduced |
| Ensign Peak Advisors, Inc | 9,690 | $730.0K | 0.00% | −7,115−42.3% | Reduced |
| AQR Capital Management LLC | 9,694 | $731.0K | 0.00% | −6,359−39.6% | Reduced |
| AXA S.A. | 9,700 | $731.2K | 0.00% | −8,600−47.0% | Reduced |
| Graham Capital Management, L.P. | 9,845 | $742.0K | 0.03% | +1,237+14.4% | Added |
| Park Avenue Securities LLC | 9,855 | $743.0K | 0.01% | −1,314−11.8% | Reduced |
| Virginia Retirement Systems Et Al | 9,900 | $746.3K | 0.01% | +9,900 | New |
| Versor Investments LP | 10,514 | $793.0K | 0.05% | −2,886−21.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,548 | $795.0K | 0.00% | −1,397−11.7% | Reduced |
| Guggenheim Capital LLC | 10,902 | $822.0K | 0.01% | +698+6.8% | Added |
| GWM Advisors LLC | 12,038 | $908.0K | 0.01% | −28,382−70.2% | Reduced |
| Prudential PLC | 12,052 | $908.0K | 0.01% | +3,133+35.1% | Added |
| Ergoteles LLC | 12,282 | $926.0K | 0.03% | +4,576+59.4% | Added |
| Alpine Woods Capital Investors, LLC | 12,482 | $941.0K | 0.13% | −345−2.7% | Reduced |
| PDT Partners, LLC | 12,631 | $952.0K | 0.14% | +12,631 | New |
| Grandeur Peak Global Advisors, LLC | 13,166 | $992.0K | 0.06% | −7,917−37.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,377 | $1.01M | 0.08% | +1,492+12.6% | Added |
| Arizona State Retirement System | 13,442 | $1.01M | 0.01% | −282−2.1% | Reduced |
| Panagora Asset Management Inc | 13,566 | $1.02M | 0.01% | −700−4.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,579 | $1.02M | 0.04% | +1,009+8.0% | Added |
| State Board of Administration of Florida Retirement System | 13,818 | $1.04M | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 13,860 | $1.04M | 0.09% | −628−4.3% | Reduced |
| Atria Investments LLC | 13,964 | $1.05M | 0.02% | −657−4.5% | Reduced |
| Teacher Retirement System of Texas | 14,141 | $1.07M | 0.01% | +5,808+69.7% | Added |
| Walleye Capital LLC | 14,223 | $1.07M | 0.02% | +14,223 | New |
| Laurel Wealth Advisors, Inc. | 14,226 | $1.07M | 0.11% | +2,786+24.4% | Added |
| Janus Henderson Group PLC | 14,813 | $1.12M | 0.00% | +112+0.8% | Added |
| Prudential Financial Inc | 15,090 | $1.15M | 0.00% | +428+2.9% | Added |
| Cannell Peter B & Co Inc | 15,320 | $1.16M | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,459 | $1.17M | 0.00% | +9,215+147.6% | Added |
| Hussman Strategic Advisors, Inc. | 15,500 | $1.17M | 0.20% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 15,626 | $1.18M | 0.05% | 00.0% | Unchanged |
| Cna Financial Corp | 16,066 | $1.21M | 0.46% | −1,435−8.2% | Reduced |
| Los Angeles Capital Management LLC | 16,661 | $1.26M | 0.01% | −9,258−35.7% | Reduced |
| Barclays PLC | 16,740 | $1.26M | 0.00% | +4,466+36.4% | Added |
| Geneos Wealth Management Inc. | 16,900 | $1.27M | 0.09% | +616+3.8% | Added |
| Bokf, NA | 17,667 | $1.33M | 0.03% | +2,214+14.3% | Added |
| Taylor Frigon Capital Management LLC | 17,680 | $1.33M | 0.69% | +73+0.4% | Added |
| Intercontinental Wealth Advisors, LLC | 17,756 | $1.34M | 0.42% | −91−0.5% | Reduced |
| Martingale Asset Management L P | 17,789 | $1.34M | 0.03% | −10.0% | Reduced |
| Renaissance Group LLC | 17,999 | $1.36M | 0.07% | −2,247−11.1% | Reduced |
| Davenport & Co LLC | 18,567 | $1.40M | 0.01% | +164+0.9% | Added |
| CWM, LLC | 18,743 | $1.41M | 0.01% | +15,547+486.5% | Added |
| Illinois Municipal Retirement Fund | 18,964 | $1.43M | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 19,285 | $1.45M | 0.01% | +1,684+9.6% | Added |
| Voya Investment Management LLC | 19,491 | $1.47M | 0.00% | +20.0% | Added |
| Aviva PLC | 20,018 | $1.51M | 0.01% | −4,465−18.2% | Reduced |