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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 20,469 | $1.54M | 0.00% | −331−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,513 | $1.62M | 0.00% | +6,460+42.9% | Added |
| Regions Financial Corp | 22,523 | $1.70M | 0.02% | +1,376+6.5% | Added |
| Price T Rowe Associates Inc | 22,546 | $1.70M | 0.00% | −1,357,648−98.4% | Reduced |
| Squarepoint Ops LLC | 22,950 | $1.73M | 0.02% | +14,436+169.6% | Added |
| Bank of Montreal | 22,594 | $1.77M | 0.00% | +4,011+21.6% | Added |
| American International Group, Inc. | 23,749 | $1.79M | 0.01% | −126−0.5% | Reduced |
| Deutsche Bank AG | 24,790 | $1.87M | 0.00% | −5,356−17.8% | Reduced |
| Harbor Advisors LLC | 25,000 | $1.89M | 0.51% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 25,192 | $1.90M | 0.00% | −3,853−13.3% | Reduced |
| Fiera Capital Corp | 38,486 | $1.92M | 0.01% | −958−2.4% | Reduced |
| Whittier Trust Co | 26,232 | $1.98M | 0.04% | +1,349+5.4% | Added |
| US Bancorp | 26,248 | $1.98M | 0.00% | −3,090−10.5% | Reduced |
| BNP Paribas Arbitrage, SA | 26,862 | $2.02M | 0.01% | +13,038+94.3% | Added |
| MetLife Investment Management | 27,146 | $2.05M | 0.02% | +1,100+4.2% | Added |
| First Republic Investment Management, Inc. | 27,229 | $2.05M | 0.01% | −1,471−5.1% | Reduced |
| Two Sigma Advisers, LP | 27,600 | $2.08M | 0.01% | +17,000+160.4% | Added |
| LPL Financial LLC | 27,821 | $2.10M | 0.00% | +714+2.6% | Added |
| HighTower Advisors, LLC | 28,256 | $2.13M | 0.01% | −931−3.2% | Reduced |
| State of New Jersey Common Pension Fund D | 28,794 | $2.17M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 29,627 | $2.23M | 0.01% | −2,614−8.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,000 | $2.26M | 0.02% | +30,000 | New |
| Royal Bank of Canada | 30,597 | $2.31M | 0.00% | −2,444−7.4% | Reduced |
| The PNC Financial Services Group, Inc. | 32,503 | $2.45M | 0.00% | −4,944−13.2% | Reduced |
| Two Sigma Investments, LP | 34,723 | $2.62M | 0.01% | +29,423+555.2% | Added |
| Fifth Third Bancorp | 36,382 | $2.74M | 0.01% | +11,994+49.2% | Added |
| Oppenheimer Asset Management Inc. | 40,455 | $3.05M | 0.05% | +397+1.0% | Added |
| Weil Company, Inc. | 40,527 | $3.06M | 1.88% | +816+2.1% | Added |
| Truist Financial Corp | 40,672 | $3.07M | 0.01% | −182−0.4% | Reduced |
| Alps Advisors Inc | 40,718 | $3.07M | 0.03% | −2,079−4.9% | Reduced |
| Mutual of America Capital Management LLC | 41,824 | $3.15M | 0.04% | +2,530+6.4% | Added |
| Argent Capital Management LLC | 41,864 | $3.16M | 0.12% | +27+0.1% | Added |
| Balyasny Asset Management LLC | 43,147 | $3.25M | 0.01% | +7,689+21.7% | Added |
| Seizert Capital Partners, LLC | 44,710 | $3.37M | 0.19% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 44,943 | $3.39M | 2.37% | +2,074+4.8% | Added |
| FineMark National Bank & Trust | 45,100 | $3.40M | 0.17% | +1,112+2.5% | Added |
| Legal & General Group Plc | 45,923 | $3.46M | 0.00% | −1,575−3.3% | Reduced |
| NFJ Investment Group, LLC | 46,263 | $3.54M | 0.09% | −6,203−11.8% | Reduced |
| Renaissance Technologies LLC | 50,000 | $3.77M | 0.01% | −2,900−5.5% | Reduced |
| Public Employees Retirement System of Ohio | 50,109 | $3.78M | 0.02% | −749−1.5% | Reduced |
| Credit Suisse AG | 51,058 | $3.85M | 0.00% | +99+0.2% | Added |
| STRS Ohio | 52,500 | $3.96M | 0.02% | −200−0.4% | Reduced |
| UBS Asset Management Americas Inc | 56,068 | $4.23M | 0.00% | −12,926−18.7% | Reduced |
| Stifel Financial Corp | 58,236 | $4.39M | 0.01% | −2,768−4.5% | Reduced |
| D. E. Shaw & Co., Inc. | 58,394 | $4.40M | 0.01% | +37,238+176.0% | Added |
| Man Group plc | 58,713 | $4.42M | 0.02% | – | – |
| Swedbank AB | 60,000 | $4.52M | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 60,669 | $4.57M | 0.02% | +60,669 | New |
| California State Teachers Retirement System | 62,317 | $4.70M | 0.01% | −2,747−4.2% | Reduced |
| Summit Global Investments | 64,610 | $4.87M | 0.45% | +3,231+5.3% | Added |
| FIL Ltd | 69,127 | $5.21M | 0.01% | +21,738+45.9% | Added |
| Raymond James & Associates | 70,591 | $5.32M | 0.01% | +17,211+32.2% | Added |
| Federated Hermes, Inc. | 72,517 | $5.47M | 0.02% | −231,740−76.2% | Reduced |
| Invesco Ltd. | 72,611 | $5.47M | 0.00% | +18,473+34.1% | Added |
| Crawford Investment Counsel Inc | 74,024 | $5.58M | 0.13% | +5,928+8.7% | Added |
| Rheos Capital Works Inc. | 81,500 | $6.14M | 0.41% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 82,151 | $6.19M | 0.07% | +1,625+2.0% | Added |
| Northwest & Ethical Investments L.P. | 83,364 | $6.28M | 0.25% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 84,307 | $6.36M | 0.04% | +84,307 | New |
| American Century Companies Inc | 87,538 | $6.60M | 0.01% | −8,534−8.9% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 90,004 | $6.79M | 2.41% | +4,910+5.8% | Added |
| Rhumbline Advisers | 96,676 | $7.29M | 0.01% | +13,501+16.2% | Added |
| Vestcor Inc | 110,837 | $8.36M | 0.32% | −26,318−19.2% | Reduced |
| Pier Capital, LLC | 112,430 | $8.47M | 1.46% | +2,416+2.2% | Added |
| West Coast Financial LLC | 113,571 | $8.56M | 1.58% | +890+0.8% | Added |
| Swiss National Bank | 117,336 | $8.85M | 0.01% | −2,000−1.7% | Reduced |
| California Public Employees Retirement System | 119,865 | $9.04M | 0.01% | +3,991+3.4% | Added |
| GHP Investment Advisors, Inc. | 124,559 | $9.39M | 0.72% | +2,779+2.3% | Added |
| JPMorgan Chase & Co | 129,565 | $9.77M | 0.00% | +6,789+5.5% | Added |
| Montanaro Asset Management Ltd | 130,000 | $9.80M | 1.50% | +17,500+15.6% | Added |
| Ariel Investments, LLC | 144,158 | $10.9M | 0.12% | +1,846+1.3% | Added |
| Emerald Mutual Fund Advisers Trust | 155,802 | $11.7M | 0.74% | −10,120−6.1% | Reduced |
| Polen Capital Management LLC | 160,096 | $12.1M | 0.03% | +14,041+9.6% | Added |
| Russell Investments Group, Ltd. | 160,879 | $12.1M | 0.03% | −56,650−26.0% | Reduced |
| Eagle Asset Management Inc | 161,986 | $12.2M | 0.08% | −1,043−0.6% | Reduced |
| Royce & Associates LP | 174,314 | $13.1M | 0.15% | −56,946−24.6% | Reduced |
| Flputnam Investment Management Co | 179,887 | $13.6M | 0.53% | −3,556−1.9% | Reduced |
| Emerald Advisers, LLC | 183,700 | $13.8M | 0.71% | −2,498−1.3% | Reduced |
| UBS Group AG | 184,874 | $13.9M | 0.01% | −12,482−6.3% | Reduced |
| Nuveen Asset Management, LLC | 213,891 | $16.1M | 0.01% | +3,222+1.5% | Added |
| Ancora Advisors, LLC | 239,225 | $18.0M | 0.57% | +1,524+0.6% | Added |
| Eaton Vance Management | 241,743 | $18.2M | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 247,264 | $18.6M | 0.01% | −10.0% | Reduced |
| Schroder Investment Management Group | 268,645 | $20.3M | 0.03% | −98,958−26.9% | Reduced |
| Natixis Advisors, L.P. | 283,188 | $21.3M | 0.09% | +4,875+1.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 286,500 | $21.6M | 1.75% | +2,823+1.0% | Added |
| Goldman Sachs Group Inc | 331,411 | $25.0M | 0.01% | −145,766−30.5% | Reduced |
| Bank of New York Mellon Corp | 344,594 | $26.0M | 0.01% | +11,324+3.4% | Added |
| FMR LLC | 389,416 | $29.4M | 0.00% | +109,268+39.0% | Added |
| Morgan Stanley | 409,086 | $30.8M | 0.00% | −21,307−5.0% | Reduced |
| Jennison Associates LLC | 429,641 | $32.4M | 0.03% | −1,678−0.4% | Reduced |
| New York State Common Retirement Fund | 440,776 | $33.2M | 0.05% | −1,006−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 451,887 | $34.1M | 0.01% | +14,332+3.3% | Added |
| Atlanta Capital Management Co L L C | 464,024 | $35.0M | 0.16% | −19,568−4.0% | Reduced |
| Norges Bank | 471,015 | $35.5M | 0.01% | +5,954+1.3% | Added |
| SEI Investments Co | 478,897 | $36.1M | 0.08% | −4,983−1.0% | Reduced |
| Franklin Resources Inc | 512,096 | $38.6M | 0.02% | +5,854+1.2% | Added |
| Millennium Management LLC | 535,742 | $40.4M | 0.05% | +362,194+208.7% | Added |
| Nordea Investment Management AB | 571,043 | $43.9M | 0.07% | +25,512+4.7% | Added |
| Clearbridge Investments, LLC | 606,981 | $45.8M | 0.05% | −10.0% | Reduced |