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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 642,568 | $48.4M | 0.53% | +38,231+6.3% | Added |
| Citadel Advisors LLC | 654,691 | $49.4M | 0.06% | +548,482+516.4% | Added |
| Wells Fargo & Company | 668,134 | $50.4M | 0.02% | −31,697−4.5% | Reduced |
| Van Berkom & Associates Inc. | 712,575 | $53.7M | 2.55% | −16,372−2.2% | Reduced |
| Thrivent Financial for Lutherans | 738,261 | $55.6M | 0.15% | +387,692+110.6% | Added |
| Northern Trust Corp | 745,057 | $56.2M | 0.01% | −13,606−1.8% | Reduced |
| Dimensional Fund Advisors LP | 841,540 | $63.4M | 0.02% | +21,946+2.7% | Added |
| First Trust Advisors LP | 901,547 | $68.0M | 0.09% | +37,742+4.4% | Added |
| Fiduciary Management Inc | 978,848 | $73.8M | 0.78% | −7,817−0.8% | Reduced |
| Ameriprise Financial Inc | 979,156 | $73.8M | 0.03% | +37,101+3.9% | Added |
| State Street Corp | 1,081,366 | $81.5M | 0.01% | −1520.0% | Reduced |
| Neuberger Berman Group LLC | 1,106,274 | $83.4M | 0.09% | −11,677−1.0% | Reduced |
| Geode Capital Management, LLC | 1,138,671 | $85.8M | 0.01% | −29,454−2.5% | Reduced |
| Bamco Inc | 1,300,895 | $98.1M | 0.32% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 1,360,703 | $102.6M | 0.08% | +1,360,703 | New |
| Bank of America Corp | 1,420,037 | $107.0M | 0.01% | −20,053−1.4% | Reduced |
| Burgundy Asset Management Ltd. | 1,583,863 | $119.4M | 1.66% | −41,681−2.6% | Reduced |
| Alliancebernstein L.P. | 2,407,948 | $181.5M | 0.09% | −6,352−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,782,705 | $209.8M | 0.70% | −49,560−1.7% | Reduced |
| Earnest Partners LLC | 3,686,423 | $277.9M | 1.87% | +26,657+0.7% | Added |
| BlackRock Inc. | 3,808,002 | $287.0M | 0.01% | +85,020+2.3% | Added |
| Vanguard Group Inc | 4,988,205 | $376.0M | 0.01% | −41,670−0.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −592,963−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −70,467−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −25,563−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −25,009−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −23,639−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −20,994−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −18,696−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −14,474−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −11,219−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −7,102−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Hirtle Callaghan & Co LLC | 0 | $0 | 0.00% | −5,140−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,054−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,745−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −4,107−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,811−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,578−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −2,693−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| J2 Capital Management Inc | 0 | $0 | 0.00% | −2,547−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Burleson & Company, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Private Capital Group, LLC | – | – | – | – | Not filed |