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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 5,639 | $425.0K | 0.00% | +5,639 | New |
| Cubist Systematic Strategies, LLC | 5,623 | $424.0K | 0.00% | −10,127−64.3% | Reduced |
| Brookstone Capital Management | 5,180 | $411.0K | 0.01% | −449−8.0% | Reduced |
| Voloridge Investment Management, LLC | 5,440 | $410.0K | 0.00% | −11,364−67.6% | 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 |
| Algert Global LLC | 5,276 | $398.0K | 0.02% | −6,910−56.7% | Reduced |
| Resources Management Corp | 5,135 | $387.0K | 0.07% | −46−0.9% | Reduced |
| Intrust Bank NA | 5,118 | $385.0K | 0.06% | −45−0.9% | Reduced |
| Isthmus Partners, LLC | 5,080 | $383.0K | 0.07% | +5,080 | New |
| Rockefeller Capital Management L.P. | 4,942 | $372.0K | 0.00% | −141−2.8% | Reduced |
| Janney Montgomery Scott LLC | 4,781 | $360.0K | 0.00% | +139+3.0% | Added |
| Glenmede Trust Co NA | 4,687 | $353.0K | 0.00% | +4,687 | New |
| YorkBridge Wealth Partners, LLC | 4,627 | $349.0K | 0.09% | +883+23.6% | Added |
| Moneta Group Investment Advisors LLC | 4,537 | $342.0K | 0.01% | −493−9.8% | Reduced |
| TownSquare Capital, LLC | 4,520 | $341.0K | 0.01% | +1,444+46.9% | Added |
| New York State Teachers Retirement System | 4,400 | $332.0K | 0.00% | −100−2.2% | Reduced |
| Great West Life Assurance Co | 4,355 | $328.0K | 0.00% | +200+4.8% | Added |
| Mackenzie Financial Corp | 4,256 | $321.0K | 0.00% | −184−4.1% | Reduced |
| FDx Advisors, Inc. | 4,066 | $306.0K | 0.01% | −721−15.1% | Reduced |
| Fulton Bank, N.A. | 3,946 | $298.0K | 0.02% | +709+21.9% | Added |
| Fox Run Management, L.L.C. | 3,845 | $290.0K | 0.11% | +3,845 | New |
| Pearl River Capital, LLC | 3,831 | $289.0K | 0.05% | −4,840−55.8% | Reduced |
| Capital Impact Advisors, LLC | 2,901 | $281.0K | 0.28% | +18+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 3,669 | $277.0K | 0.02% | +217+6.3% | Added |
| Origin Asset Management LLP | 3,533 | $266.0K | 0.11% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,442 | $259.0K | 0.00% | −18,525−84.3% | Reduced |
| First Bank & Trust | 3,390 | $255.0K | 0.09% | 00.0% | Unchanged |
| HRT Financial LP | 3,257 | $245.0K | 0.00% | −8,617−72.6% | Reduced |
| Voya Financial Advisors, Inc. | 3,049 | $232.0K | 0.03% | −100−3.2% | Reduced |
| Metropolitan Life Insurance Co | 3,046 | $229.6K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,039 | $229.0K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,946 | $222.0K | 0.05% | −275−8.5% | Reduced |
| Wealth Alliance | 2,936 | $221.0K | 0.04% | −239−7.5% | 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 |
| CastleKnight Management LP | 2,900 | $219.0K | 0.07% | −1,300−31.0% | Reduced |
| 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 |
| Xponance, Inc. | 2,806 | $212.0K | 0.00% | +33+1.2% | Added |
| Private Advisor Group, LLC | 2,783 | $210.0K | 0.00% | +9+0.3% | Added |
| Advisory Services Network, LLC | 2,758 | $208.0K | 0.01% | −3−0.1% | Reduced |
| CIBC Asset Management Inc | 2,749 | $207.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,316 | $175.0K | 0.15% | +873+60.5% | Added |
| Ronald Blue Trust, Inc. | 2,080 | $164.0K | 0.00% | +458+28.2% | Added |
| Van Eck Associates Corp | 1,803 | $136.0K | 0.00% | +162+9.9% | Added |
| Gladius Capital Management LP | 1,476 | $112.0K | 0.02% | +1,476 | New |
| Harbor Investment Advisory, LLC | 1,478 | $111.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,230 | $110.0K | 0.00% | +30+2.5% | Added |
| Huntington National Bank | 1,395 | $105.0K | 0.00% | +43+3.2% | Added |
| Okabena Investment Services Inc | 1,382 | $104.0K | 0.05% | 00.0% | Unchanged |
| Macquarie Group Ltd | 738 | $103.0K | 0.00% | −632−46.1% | Reduced |
| State of Wyoming | 1,277 | $96.0K | 0.05% | −943−42.5% | Reduced |
| FinTrust Capital Advisors, LLC | 1,020 | $83.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,050 | $80.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 990 | $74.6K | 0.01% | 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 |
| Evoke Wealth, LLC | 900 | $68.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 881 | $66.0K | 0.00% | +37+4.4% | Added |
| Robeco Institutional Asset Management B.V. | 834 | $63.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 522 | $47.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 610 | $46.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 511 | $39.0K | 0.00% | +9+1.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 454 | $34.0K | 0.01% | +454 | New |
| Bessemer Group Inc | 416 | $31.0K | 0.00% | +416 | New |
| American Portfolios Advisors | 391 | $29.5K | 0.00% | −14−3.5% | Reduced |
| Ci Investments Inc. | 378 | $28.0K | 0.00% | −21−5.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 353 | $27.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 344 | $25.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 339 | $25.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 321 | $24.0K | 0.00% | +114+55.1% | Added |
| 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 |
| Column Capital Advisors, LLC | 290 | $22.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 279 | $21.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 269 | $20.3K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 267 | $20.0K | 0.00% | +267 | New |
| 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 |
| Bartlett & Co. Wealth Management LLC | 217 | $16.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 215 | $16.0K | 0.00% | −15−6.5% | Reduced |
| Bartlett & Co. LLC | 217 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 188 | $14.0K | 0.00% | +88+88.0% | Added |
| Ameliora Wealth Management Ltd. | 169 | $13.0K | 0.01% | +169 | New |
| 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 |
| Quadrant Capital Group LLC | 132 | $10.0K | 0.00% | −56−29.8% | Reduced |
| Ellevest, Inc. | 116 | $9.00K | 0.00% | +116 | New |
| Spire Wealth Management | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 104 | $8.00K | 0.00% | +104 | New |
| Global Financial Private Client, LLC | 97 | $7.44K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 92 | $7.00K | 0.00% | +12+15.0% | Added |
| 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 |
| Parkside Financial Bank & Trust | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |