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, Q4 2022
Institutional positions in Houlihan Lokey, Inc. as of Dec 31, 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
- 335
- +17 vs. Q3 2022
- Shares held
- 49.9M
- +1.42M (+2.9%) vs. Q3 2022
- Total value
- $4.35B
- +$694.2M (+19.0%) vs. Q3 2022
- New holders
- 54
- 119 more added
- Sold out
- 37
- 117 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,094,380 | $444.0M | 0.01% | +106,175+2.1% | Added |
| BlackRock Inc. | 4,495,886 | $391.9M | 0.01% | +687,884+18.1% | Added |
| Earnest Partners LLC | 3,654,922 | $318.6M | 1.95% | −31,501−0.9% | Reduced |
| Alliancebernstein L.P. | 2,845,604 | $248.0M | 0.11% | +437,656+18.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,693,315 | $234.7M | 0.73% | −89,390−3.2% | Reduced |
| Burgundy Asset Management Ltd. | 1,577,091 | $137.5M | 1.78% | −6,772−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,357,838 | $118.3M | 0.09% | −2,865−0.2% | Reduced |
| Bank of America Corp | 1,336,049 | $116.5M | 0.01% | −83,988−5.9% | Reduced |
| Bamco Inc | 1,301,173 | $113.4M | 0.38% | +2780.0% | Added |
| Geode Capital Management, LLC | 1,149,398 | $100.2M | 0.01% | +10,727+0.9% | Added |
| Fiduciary Management Inc | 1,114,131 | $97.1M | 0.98% | +135,283+13.8% | Added |
| Neuberger Berman Group LLC | 1,098,133 | $95.7M | 0.09% | −8,141−0.7% | Reduced |
| State Street Corp | 1,067,277 | $93.0M | 0.01% | −14,089−1.3% | Reduced |
| Clearbridge Investments, LLC | 1,035,171 | $90.2M | 0.09% | +428,190+70.5% | Added |
| Morgan Stanley | 931,264 | $81.2M | 0.01% | +522,178+127.6% | Added |
| First Trust Advisors LP | 900,005 | $78.4M | 0.09% | −1,542−0.2% | Reduced |
| Dimensional Fund Advisors LP | 801,876 | $69.9M | 0.02% | −39,664−4.7% | Reduced |
| Thrivent Financial for Lutherans | 774,994 | $67.5M | 0.17% | +36,733+5.0% | Added |
| Ameriprise Financial Inc | 752,013 | $65.5M | 0.02% | −227,143−23.2% | Reduced |
| Northern Trust Corp | 721,023 | $62.8M | 0.01% | −24,034−3.2% | Reduced |
| FMR LLC | 708,217 | $61.7M | 0.01% | +318,801+81.9% | Added |
| Van Berkom & Associates Inc. | 699,294 | $61.0M | 2.61% | −13,281−1.9% | Reduced |
| Wells Fargo & Company | 658,246 | $57.4M | 0.02% | −9,888−1.5% | Reduced |
| GW&K Investment Management, LLC | 637,212 | $55.5M | 0.56% | −5,356−0.8% | Reduced |
| Nordea Investment Management AB | 510,080 | $44.6M | 0.07% | −60,963−10.7% | Reduced |
| Franklin Resources Inc | 510,262 | $44.5M | 0.02% | −1,834−0.4% | Reduced |
| Norges Bank | 501,764 | $43.7M | 0.01% | +30,749+6.5% | Added |
| SEI Investments Co | 499,194 | $43.5M | 0.10% | +20,297+4.2% | Added |
| Charles Schwab Investment Management Inc | 466,465 | $40.7M | 0.01% | +14,578+3.2% | Added |
| New York State Common Retirement Fund | 438,267 | $38.2M | 0.05% | −2,509−0.6% | Reduced |
| Jennison Associates LLC | 412,387 | $35.9M | 0.04% | −17,254−4.0% | Reduced |
| Natixis Advisors, L.P. | 387,777 | $33.8M | 0.13% | +104,589+36.9% | Added |
| Bank of New York Mellon Corp | 369,119 | $32.2M | 0.01% | +24,525+7.1% | Added |
| Schroder Investment Management Group | 306,106 | $26.7M | 0.04% | +37,461+13.9% | Added |
| Goldman Sachs Group Inc | 303,240 | $26.4M | 0.01% | −28,171−8.5% | Reduced |
| Wellington Management Group LLP | 302,179 | $26.3M | 0.01% | +302,179 | New |
| Woodley Farra Manion Portfolio Management Inc | 284,452 | $24.8M | 1.80% | −2,048−0.7% | Reduced |
| Ancora Advisors, LLC | 249,763 | $21.8M | 0.63% | +10,538+4.4% | Added |
| Envestnet Asset Management Inc | 248,167 | $21.6M | 0.01% | +903+0.4% | Added |
| Royce & Associates LP | 214,739 | $18.7M | 0.20% | +40,425+23.2% | Added |
| Nuveen Asset Management, LLC | 204,306 | $17.8M | 0.01% | −9,585−4.5% | Reduced |
| Argent Capital Management LLC | 203,317 | $17.7M | 0.64% | +161,453+385.7% | Added |
| UBS Group AG | 199,787 | $17.4M | 0.01% | +14,913+8.1% | Added |
| Macquarie Group Ltd | 193,217 | $16.8M | 0.02% | +192,479+26,081.2% | Added |
| Emerald Advisers, LLC | 184,286 | $16.1M | 0.78% | +586+0.3% | Added |
| Flputnam Investment Management Co | 179,160 | $15.6M | 0.57% | −727−0.4% | Reduced |
| Eagle Asset Management Inc | 158,936 | $14.0M | 0.09% | −3,050−1.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 155,802 | $13.6M | 0.84% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 153,575 | $13.4M | 0.00% | +24,010+18.5% | Added |
| Russell Investments Group, Ltd. | 148,164 | $12.9M | 0.03% | −12,715−7.9% | Reduced |
| Polen Capital Management LLC | 141,263 | $12.3M | 0.04% | −18,833−11.8% | Reduced |
| Montanaro Asset Management Ltd | 131,000 | $11.4M | 1.86% | +1,000+0.8% | Added |
| GHP Investment Advisors, Inc. | 128,448 | $11.2M | 0.76% | +3,889+3.1% | Added |
| California Public Employees Retirement System | 121,291 | $10.6M | 0.01% | +1,426+1.2% | Added |
| Segall Bryant & Hamill, LLC | 121,066 | $10.6M | 0.12% | +38,915+47.4% | Added |
| Swiss National Bank | 119,836 | $10.4M | 0.01% | +2,500+2.1% | Added |
| West Coast Financial LLC | 114,544 | $9.98M | 1.69% | +973+0.9% | Added |
| Pier Capital, LLC | 111,417 | $9.71M | 1.59% | −1,013−0.9% | Reduced |
| Northwest & Ethical Investments L.P. | 102,510 | $8.93M | 0.31% | +19,146+23.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 102,367 | $8.92M | 0.05% | +18,060+21.4% | Added |
| Rhumbline Advisers | 100,394 | $8.75M | 0.01% | +3,718+3.8% | Added |
| Invesco Ltd. | 86,278 | $7.52M | 0.00% | +13,667+18.8% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 82,137 | $7.16M | 2.35% | −7,867−8.7% | Reduced |
| Rheos Capital Works Inc. | 81,500 | $7.10M | 0.43% | 00.0% | Unchanged |
| Vestcor Inc | 80,670 | $7.03M | 0.26% | −30,167−27.2% | Reduced |
| Crawford Investment Counsel Inc | 72,126 | $6.29M | 0.14% | −1,898−2.6% | Reduced |
| Raymond James & Associates | 69,635 | $6.07M | 0.01% | −956−1.4% | Reduced |
| Summit Global Investments | 68,739 | $5.99M | 0.51% | +4,129+6.4% | Added |
| California State Teachers Retirement System | 63,181 | $5.51M | 0.01% | +864+1.4% | Added |
| Renaissance Technologies LLC | 59,500 | $5.19M | 0.01% | +9,500+19.0% | Added |
| STRS Ohio | 58,300 | $5.08M | 0.02% | +5,800+11.0% | Added |
| UBS Asset Management Americas Inc | 56,882 | $4.96M | 0.00% | +814+1.5% | Added |
| Stifel Financial Corp | 56,195 | $4.90M | 0.01% | −2,041−3.5% | Reduced |
| FIL Ltd | 53,928 | $4.70M | 0.01% | −15,199−22.0% | Reduced |
| Royal Bank of Canada | 53,032 | $4.62M | 0.00% | +22,435+73.3% | Added |
| Credit Suisse AG | 51,527 | $4.49M | 0.00% | +469+0.9% | Added |
| Man Group plc | 49,875 | $4.35M | 0.02% | −8,838−15.1% | Reduced |
| Legal & General Group Plc | 48,488 | $4.23M | 0.00% | +2,565+5.6% | Added |
| Citadel Advisors LLC | 47,711 | $4.16M | 0.00% | −606,980−92.7% | Reduced |
| FineMark National Bank & Trust | 45,839 | $4.00M | 0.18% | +739+1.6% | Added |
| Alps Advisors Inc | 45,382 | $3.96M | 0.04% | +4,664+11.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 44,950 | $3.92M | 2.67% | +70.0% | Added |
| NFJ Investment Group, LLC | 42,899 | $3.74M | 0.10% | −3,364−7.3% | Reduced |
| Mutual of America Capital Management LLC | 42,393 | $3.69M | 0.05% | +569+1.4% | Added |
| Seizert Capital Partners, LLC | 41,076 | $3.58M | 0.19% | −3,634−8.1% | Reduced |
| Truist Financial Corp | 40,643 | $3.54M | 0.01% | −29−0.1% | Reduced |
| Weil Company, Inc. | 39,717 | $3.46M | 1.58% | −810−2.0% | Reduced |
| Fifth Third Bancorp | 39,332 | $3.43M | 0.02% | +2,950+8.1% | Added |
| American Century Companies Inc | 38,717 | $3.37M | 0.00% | −48,821−55.8% | Reduced |
| Oppenheimer Asset Management Inc. | 38,197 | $3.33M | 0.05% | −2,258−5.6% | Reduced |
| Deutsche Bank AG | 38,185 | $3.33M | 0.00% | +13,395+54.0% | Added |
| Fiera Capital Corp | 37,773 | $3.29M | 0.01% | −713−1.9% | Reduced |
| Prana Capital Management, LP | 32,393 | $2.82M | 0.22% | +26,476+447.5% | Added |
| Two Sigma Advisers, LP | 30,600 | $2.67M | 0.01% | +3,000+10.9% | Added |
| Public Employees Retirement System of Ohio | 30,127 | $2.63M | 0.01% | −19,982−39.9% | Reduced |
| Advisor Group Holdings, Inc. | 28,986 | $2.53M | 0.01% | −641−2.2% | Reduced |
| State of New Jersey Common Pension Fund D | 28,794 | $2.51M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 27,862 | $2.43M | 0.00% | −4,641−14.3% | Reduced |
| LPL Financial LLC | 27,451 | $2.39M | 0.00% | −370−1.3% | Reduced |
| HighTower Advisors, LLC | 27,290 | $2.38M | 0.01% | −966−3.4% | Reduced |