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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 30,000 | $2.26M | 0.02% | +30,000 | New |
| Advisor Group Holdings, Inc. | 29,627 | $2.23M | 0.01% | −2,614−8.1% | Reduced |
| State of New Jersey Common Pension Fund D | 28,794 | $2.17M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 28,256 | $2.13M | 0.01% | −931−3.2% | Reduced |
| LPL Financial LLC | 27,821 | $2.10M | 0.00% | +714+2.6% | Added |
| Two Sigma Advisers, LP | 27,600 | $2.08M | 0.01% | +17,000+160.4% | Added |
| First Republic Investment Management, Inc. | 27,229 | $2.05M | 0.01% | −1,471−5.1% | Reduced |
| MetLife Investment Management | 27,146 | $2.05M | 0.02% | +1,100+4.2% | Added |
| BNP Paribas Arbitrage, SA | 26,862 | $2.02M | 0.01% | +13,038+94.3% | Added |
| US Bancorp | 26,248 | $1.98M | 0.00% | −3,090−10.5% | Reduced |
| Whittier Trust Co | 26,232 | $1.98M | 0.04% | +1,349+5.4% | Added |
| Fiera Capital Corp | 38,486 | $1.92M | 0.01% | −958−2.4% | Reduced |
| Lazard Asset Management LLC | 25,192 | $1.90M | 0.00% | −3,853−13.3% | Reduced |
| Harbor Advisors LLC | 25,000 | $1.89M | 0.51% | 00.0% | Unchanged |
| Deutsche Bank AG | 24,790 | $1.87M | 0.00% | −5,356−17.8% | Reduced |
| American International Group, Inc. | 23,749 | $1.79M | 0.01% | −126−0.5% | Reduced |
| Bank of Montreal | 22,594 | $1.77M | 0.00% | +4,011+21.6% | Added |
| Squarepoint Ops LLC | 22,950 | $1.73M | 0.02% | +14,436+169.6% | Added |
| Price T Rowe Associates Inc | 22,546 | $1.70M | 0.00% | −1,357,648−98.4% | Reduced |
| Regions Financial Corp | 22,523 | $1.70M | 0.02% | +1,376+6.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,513 | $1.62M | 0.00% | +6,460+42.9% | Added |
| Manufacturers Life Insurance Company, The | 20,469 | $1.54M | 0.00% | −331−1.6% | Reduced |
| Aviva PLC | 20,018 | $1.51M | 0.01% | −4,465−18.2% | Reduced |
| Voya Investment Management LLC | 19,491 | $1.47M | 0.00% | +20.0% | Added |
| MML Investors Services, LLC | 19,285 | $1.45M | 0.01% | +1,684+9.6% | Added |
| Illinois Municipal Retirement Fund | 18,964 | $1.43M | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 18,743 | $1.41M | 0.01% | +15,547+486.5% | Added |
| Davenport & Co LLC | 18,567 | $1.40M | 0.01% | +164+0.9% | Added |
| Renaissance Group LLC | 17,999 | $1.36M | 0.07% | −2,247−11.1% | Reduced |
| Martingale Asset Management L P | 17,789 | $1.34M | 0.03% | −10.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 17,756 | $1.34M | 0.42% | −91−0.5% | Reduced |
| Taylor Frigon Capital Management LLC | 17,680 | $1.33M | 0.69% | +73+0.4% | Added |
| Bokf, NA | 17,667 | $1.33M | 0.03% | +2,214+14.3% | Added |
| Geneos Wealth Management Inc. | 16,900 | $1.27M | 0.09% | +616+3.8% | Added |
| Barclays PLC | 16,740 | $1.26M | 0.00% | +4,466+36.4% | Added |
| Los Angeles Capital Management LLC | 16,661 | $1.26M | 0.01% | −9,258−35.7% | Reduced |
| Cna Financial Corp | 16,066 | $1.21M | 0.46% | −1,435−8.2% | Reduced |
| Ameritas Investment Partners, Inc. | 15,626 | $1.18M | 0.05% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 15,500 | $1.17M | 0.20% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,459 | $1.17M | 0.00% | +9,215+147.6% | Added |
| Cannell Peter B & Co Inc | 15,320 | $1.16M | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 15,090 | $1.15M | 0.00% | +428+2.9% | Added |
| Janus Henderson Group PLC | 14,813 | $1.12M | 0.00% | +112+0.8% | Added |
| Laurel Wealth Advisors, Inc. | 14,226 | $1.07M | 0.11% | +2,786+24.4% | Added |
| Walleye Capital LLC | 14,223 | $1.07M | 0.02% | +14,223 | New |
| Teacher Retirement System of Texas | 14,141 | $1.07M | 0.01% | +5,808+69.7% | Added |
| Atria Investments LLC | 13,964 | $1.05M | 0.02% | −657−4.5% | Reduced |
| Equitable Trust Co | 13,860 | $1.04M | 0.09% | −628−4.3% | Reduced |
| State Board of Administration of Florida Retirement System | 13,818 | $1.04M | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13,579 | $1.02M | 0.04% | +1,009+8.0% | Added |
| Panagora Asset Management Inc | 13,566 | $1.02M | 0.01% | −700−4.9% | Reduced |
| Arizona State Retirement System | 13,442 | $1.01M | 0.01% | −282−2.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,377 | $1.01M | 0.08% | +1,492+12.6% | Added |
| Grandeur Peak Global Advisors, LLC | 13,166 | $992.0K | 0.06% | −7,917−37.6% | Reduced |
| PDT Partners, LLC | 12,631 | $952.0K | 0.14% | +12,631 | New |
| Alpine Woods Capital Investors, LLC | 12,482 | $941.0K | 0.13% | −345−2.7% | Reduced |
| Ergoteles LLC | 12,282 | $926.0K | 0.03% | +4,576+59.4% | 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 |
| Guggenheim Capital LLC | 10,902 | $822.0K | 0.01% | +698+6.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,548 | $795.0K | 0.00% | −1,397−11.7% | Reduced |
| Versor Investments LP | 10,514 | $793.0K | 0.05% | −2,886−21.5% | Reduced |
| Virginia Retirement Systems Et Al | 9,900 | $746.3K | 0.01% | +9,900 | New |
| Park Avenue Securities LLC | 9,855 | $743.0K | 0.01% | −1,314−11.8% | Reduced |
| Graham Capital Management, L.P. | 9,845 | $742.0K | 0.03% | +1,237+14.4% | Added |
| AXA S.A. | 9,700 | $731.2K | 0.00% | −8,600−47.0% | Reduced |
| AQR Capital Management LLC | 9,694 | $731.0K | 0.00% | −6,359−39.6% | Reduced |
| Ensign Peak Advisors, Inc | 9,690 | $730.0K | 0.00% | −7,115−42.3% | Reduced |
| State of Wisconsin Investment Board | 9,222 | $695.0K | 0.00% | −3,397−26.9% | Reduced |
| AE Wealth Management LLC | 9,189 | $693.0K | 0.01% | −4,570−33.2% | Reduced |
| ProShare Advisors LLC | 8,849 | $667.0K | 0.00% | −412−4.4% | Reduced |
| Citigroup Inc | 8,782 | $662.0K | 0.00% | −2,719−23.6% | Reduced |
| Tower Research Capital LLC (TRC) | 8,649 | $652.0K | 0.01% | +6,729+350.5% | Added |
| VELA Investment Management, LLC | 8,337 | $628.0K | 0.36% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,324 | $627.0K | 0.00% | −9,252−52.6% | Reduced |
| Handelsbanken Fonder AB | 8,158 | $615.0K | 0.00% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 8,123 | $612.0K | 0.13% | −4,950−37.9% | Reduced |
| Amalgamated Bank | 8,095 | $610.0K | 0.01% | +15+0.2% | Added |
| Holocene Advisors, LP | 8,046 | $607.0K | 0.00% | +8,046 | New |
| Connable Office Inc | 7,995 | $603.0K | 0.10% | −354−4.2% | Reduced |
| Integrated Investment Consultants, LLC | 7,703 | $581.0K | 0.23% | 00.0% | Unchanged |
| FourThought Financial, LLC | 7,617 | $574.0K | 0.08% | +1,303+20.6% | 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 |
| Naples Global Advisors, LLC | 7,435 | $560.0K | 0.08% | +565+8.2% | Added |
| O'Shaughnessy Asset Management, LLC | 7,420 | $559.0K | 0.01% | +638+9.4% | Added |
| Cresset Asset Management, LLC | 7,251 | $546.0K | 0.01% | +328+4.7% | Added |
| Principal Financial Group Inc | 7,234 | $545.0K | 0.00% | −679−8.6% | Reduced |
| AlphaCrest Capital Management LLC | 7,003 | $528.0K | 0.03% | −3,359−32.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,846 | $516.0K | 0.00% | +625+10.0% | Added |
| Empowered Funds, LLC | 6,598 | $497.0K | 0.05% | +6,598 | New |
| Acadian Asset Management LLC | 6,509 | $489.0K | 0.00% | +1,776+37.5% | Added |
| Toroso Investments, LLC | 6,453 | $486.0K | 0.02% | +437+7.3% | Added |
| James Investment Research Inc | 6,335 | $478.0K | 0.07% | +1,607+34.0% | Added |
| ExodusPoint Capital Management, LP | 6,209 | $468.0K | 0.01% | +6,209 | New |
| Mariner, LLC | 6,056 | $457.0K | 0.00% | +6,056 | New |
| Public Employees Retirement Association of Colorado | 6,007 | $453.0K | 0.00% | 00.0% | Unchanged |
| Prana Capital Management, LP | 5,917 | $446.0K | 0.03% | −5,691−49.0% | Reduced |
| Formidable Asset Management, LLC | 5,830 | $440.0K | 0.10% | +138+2.4% | Added |
| New York Life Investment Management LLC | 5,732 | $432.0K | 0.01% | +421+7.9% | Added |