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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $349 | 0.00% | +4 | New |
| Baker Avenue Asset Management, LP | 7 | $610 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 3 | $643 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 8 | $697 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $784 | 0.00% | +9 | New |
| Horan Securities, Inc. | 9 | $784 | 0.00% | +9 | New |
| Jones Financial Companies LLLP | 12 | $1.00K | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 12 | $1.05K | 0.00% | +12 | New |
| Disciplined Investments, LLC | 13 | $1.13K | 0.00% | +7+116.7% | Added |
| SJS Investment Consulting Inc. | 13 | $1.13K | 0.00% | +7+116.7% | Added |
| Denali Advisors LLC | 14 | $1.22K | 0.00% | +14 | New |
| Accel Wealth Management | 14 | $1.23K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Glen Eagle Advisors, LLC | 34 | $2.98K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 35 | $3.00K | 0.00% | −30−46.2% | Reduced |
| Money Concepts Capital Corp | 35 | $3.05K | 0.00% | −50−58.8% | Reduced |
| Schubert & Co | 35 | $3.05K | 0.00% | −1−2.8% | Reduced |
| Bellevue Asset Management, LLC | 36 | $3.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $3.49K | 0.00% | +1+2.6% | Added |
| Glassman Wealth Services | 47 | $4.10K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 52 | $4.53K | 0.00% | +48+1,200.0% | Added |
| Heritage Wealth Management, LLC | 68 | $5.93K | 0.00% | +34+100.0% | Added |
| Cornerstone Planning Group LLC | 63 | $6.03K | 0.00% | +63 | New |
| Steward Partners Investment Advisory, LLC | 81 | $7.06K | 0.00% | −115−58.7% | Reduced |
| Institutional & Family Asset Management, LLC | 83 | $7.23K | 0.00% | +4+5.1% | Added |
| Cary Street Partner Investment Advisory LLC | 83 | $7.23K | 0.00% | +83 | New |
| Ten Capital Wealth Advisors, LLC | 86 | $7.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $8.00K | 0.00% | +94 | New |
| SRS Capital Advisors, Inc. | 92 | $8.02K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 97 | $8.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 101 | $8.80K | 0.00% | +33+48.5% | Added |
| Spire Wealth Management | 108 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 135 | $11.8K | 0.00% | +103+321.9% | Added |
| Private Trust Co NA | 140 | $12.0K | 0.00% | −75−34.9% | Reduced |
| Washington Trust Advisors, Inc. | 140 | $12.2K | 0.00% | −139−49.8% | Reduced |
| Bell Investment Advisors, Inc | 155 | $13.5K | 0.00% | +11+7.6% | Added |
| Farther Finance Advisors, LLC | 162 | $14.1K | 0.01% | +162 | New |
| Ameliora Wealth Management Ltd. | 169 | $14.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 170 | $14.8K | 0.00% | +170 | New |
| BDO Wealth Advisors, LLC | 174 | $15.2K | 0.00% | −93−34.8% | Reduced |
| Okabena Investment Services Inc | 185 | $16.1K | 0.01% | −1,197−86.6% | Reduced |
| Central Trust Co | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 205 | $18.0K | 0.00% | −8,444−97.6% | Reduced |
| Versant Capital Management, Inc | 209 | $18.2K | 0.01% | −36−14.7% | Reduced |
| Quadrant Capital Group LLC | 209 | $18.2K | 0.00% | +77+58.3% | Added |
| Bartlett & Co. Wealth Management LLC | 217 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 217 | $19.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 241 | $21.0K | 0.00% | −2−0.8% | Reduced |
| TCI Wealth Advisors, Inc. | 249 | $21.7K | 0.00% | −53−17.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 269 | $23.4K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 290 | $25.3K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 296 | $25.8K | 0.00% | +180+155.2% | Added |
| Belpointe Asset Management LLC | 300 | $26.2K | 0.00% | +300 | New |
| Vigilant Capital Management, LLC | 311 | $27.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 320 | $27.9K | 0.00% | −1−0.3% | Reduced |
| First Horizon Advisors, Inc. | 339 | $29.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 344 | $30.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 353 | $30.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 428 | $37.0K | 0.00% | +12+2.9% | Added |
| Global Retirement Partners, LLC | 522 | $45.5K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 525 | $45.8K | 0.00% | −42,622−98.8% | Reduced |
| Comerica Securities,inc. | 540 | $47.1K | 0.00% | +540 | New |
| Parallel Advisors, LLC | 567 | $49.4K | 0.00% | +56+11.0% | Added |
| Assetmark, Inc | 610 | $53.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 645 | $56.0K | 0.00% | +496+332.9% | Added |
| One Wealth Advisors, LLC | 818 | $71.3K | 0.02% | +818 | New |
| Exchange Traded Concepts, LLC | 920 | $80.2K | 0.00% | −54−5.5% | Reduced |
| Gladius Capital Management LP | 967 | $84.3K | 0.03% | −509−34.5% | Reduced |
| Anchor Investment Management, LLC | 990 | $86.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 992 | $86.5K | 0.01% | +804+427.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,050 | $93.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,117 | $97.0K | 0.00% | +739+195.5% | Added |
| Nisa Investment Advisors, LLC | 1,230 | $107.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,284 | $111.9K | 0.04% | +7+0.5% | Added |
| Huntington National Bank | 1,309 | $114.1K | 0.00% | −86−6.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,478 | $128.8K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,818 | $158.0K | 0.04% | +1,818 | New |
| Van Eck Associates Corp | 1,979 | $172.0K | 0.00% | +176+9.8% | Added |
| Stephenson National Bank & Trust | 2,016 | $176.0K | 0.11% | +2,016 | New |
| Covestor Ltd | 2,207 | $192.0K | 0.16% | −109−4.7% | Reduced |
| Hantz Financial Services, Inc. | 2,285 | $199.0K | 0.01% | +2,285 | New |
| Janney Montgomery Scott LLC | 2,358 | $206.0K | 0.00% | −2,423−50.7% | Reduced |
| Engineers Gate Manager LP | 2,424 | $211.3K | 0.01% | +2,424 | New |
| Brinker Capital Investments, LLC | 2,444 | $213.0K | 0.00% | +2,444 | New |
| SkyOak Wealth, LLC | 2,524 | $220.0K | 0.07% | +2,524 | New |
| Millennium Management LLC | 2,524 | $220.0K | 0.00% | −533,218−99.5% | Reduced |
| Twinbeech Capital LP | 2,541 | $221.5K | 0.00% | +2,541 | New |
| Pzena Investment Management LLC | 2,561 | $223.2K | 0.00% | +2,561 | New |
| Voloridge Investment Management, LLC | 2,611 | $227.6K | 0.00% | −2,829−52.0% | Reduced |
| J2 Capital Management Inc | 2,739 | $238.7K | 0.41% | +2,739 | New |
| Glenmede Trust Co NA | 2,789 | $243.1K | 0.00% | −1,898−40.5% | Reduced |
| Voya Financial Advisors, Inc. | 2,750 | $243.9K | 0.03% | −299−9.8% | Reduced |
| Proequities, Inc. | 2,830 | $246.7K | 0.02% | +10.0% | Added |
| Formidable Asset Management, LLC | 2,830 | $247.0K | 0.06% | −3,000−51.5% | Reduced |
| Advisory Services Network, LLC | 2,841 | $247.6K | 0.01% | +83+3.0% | Added |
| SG Americas Securities, LLC | 2,861 | $249.0K | 0.00% | −4,681−62.1% | Reduced |
| Xponance, Inc. | 2,864 | $249.6K | 0.00% | +58+2.1% | Added |
| Private Advisor Group, LLC | 2,949 | $252.0K | 0.01% | +166+6.0% | Added |