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 |
|---|---|---|---|---|---|
| Capital Impact Advisors, LLC | 2,901 | $252.9K | 0.25% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,907 | $253.4K | 0.00% | +84+3.0% | Added |
| Wealth Alliance | 2,980 | $259.7K | 0.05% | +44+1.5% | Added |
| Riverwater Partners LLC | 2,983 | $260.0K | 0.22% | +2,983 | New |
| Virginia Retirement Systems Et Al | 3,000 | $261.5K | 0.00% | −6,900−69.7% | Reduced |
| AE Wealth Management LLC | 3,052 | $266.0K | 0.00% | −6,137−66.8% | Reduced |
| Metropolitan Life Insurance Co | 3,091 | $269.4K | 0.01% | +45+1.5% | Added |
| Sendero Wealth Management, LLC | 3,209 | $279.7K | 0.10% | +3,209 | New |
| Ronald Blue Trust, Inc. | 3,850 | $290.0K | 0.01% | +1,770+85.1% | Added |
| MQS Management LLC | 3,350 | $292.0K | 0.20% | +3,350 | New |
| Lombard Odier Asset Management (Europe) Ltd | 3,355 | $292.4K | 0.01% | +433+14.8% | Added |
| Duality Advisers, LP | 3,417 | $297.8K | 0.03% | +3,417 | New |
| First Bank & Trust | 3,499 | $305.0K | 0.08% | +109+3.2% | Added |
| Summit Trail Advisors, LLC | 3,557 | $310.0K | 0.01% | +518+17.0% | Added |
| Vestmark Advisory Solutions, Inc. | 3,639 | $317.2K | 0.02% | −30−0.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,700 | $322.5K | 0.00% | −26,300−87.7% | Reduced |
| PFS Investments Inc. | 3,702 | $323.0K | 0.01% | +3,702 | New |
| Sawgrass Asset Management LLC | 3,714 | $323.7K | 0.04% | +3,714 | New |
| GWM Advisors LLC | 13,930 | $335.1K | 0.01% | +1,892+15.7% | Added |
| Yorktown Management & Research Co Inc | 3,850 | $335.6K | 0.41% | +3,850 | New |
| Linden Thomas Advisory Services, LLC | 3,898 | $339.8K | 0.10% | +3,898 | New |
| Cna Financial Corp | 3,902 | $340.1K | 0.21% | −12,164−75.7% | Reduced |
| Miracle Mile Advisors, LLC | 3,976 | $346.5K | 0.01% | +3,976 | New |
| Cetera Investment Advisers | 3,999 | $348.6K | 0.00% | +1,086+37.3% | Added |
| YorkBridge Wealth Partners, LLC | 4,018 | $350.2K | 0.09% | −609−13.2% | Reduced |
| Mackenzie Financial Corp | 4,088 | $356.3K | 0.00% | −168−3.9% | Reduced |
| JustInvest LLC | 4,145 | $361.3K | 0.01% | +4,145 | New |
| FDx Advisors, Inc. | 4,173 | $364.0K | 0.02% | +107+2.6% | Added |
| Rockefeller Capital Management L.P. | 4,208 | $366.0K | 0.00% | −734−14.9% | Reduced |
| Clifford Group, LLC | 4,482 | $390.7K | 0.49% | +4,482 | New |
| Fulton Bank, N.A. | 4,569 | $398.0K | 0.02% | +623+15.8% | Added |
| Moneta Group Investment Advisors LLC | 4,033 | $399.5K | 0.01% | −504−11.1% | Reduced |
| Kestra Advisory Services, LLC | 4,820 | $420.1K | 0.00% | +4,820 | New |
| Pearl River Capital, LLC | 4,952 | $431.6K | 0.07% | +1,121+29.3% | Added |
| Isthmus Partners, LLC | 5,080 | $442.8K | 0.07% | 00.0% | Unchanged |
| Intrust Bank NA | 5,109 | $445.3K | 0.06% | −9−0.2% | Reduced |
| Susquehanna International Group, LLP | 5,137 | $447.7K | 0.00% | −10,322−66.8% | Reduced |
| Acadian Asset Management LLC | 5,225 | $454.0K | 0.00% | −1,284−19.7% | Reduced |
| Resources Management Corp | 5,310 | $463.0K | 0.07% | +175+3.4% | Added |
| Keybank National Association | 5,348 | $466.1K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,393 | $487.4K | 0.01% | +213+4.1% | Added |
| Algert Global LLC | 5,716 | $498.2K | 0.03% | +440+8.3% | Added |
| Alpine Woods Capital Investors, LLC | 5,819 | $507.0K | 0.07% | −6,663−53.4% | Reduced |
| SYSTM Wealth Solutions LLC | 5,890 | $513.4K | 0.06% | +5,890 | New |
| VELA Investment Management, LLC | 5,970 | $520.3K | 0.26% | −2,367−28.4% | Reduced |
| Pictet Asset Management SA | 5,985 | $522.0K | 0.00% | +2,543+73.9% | Added |
| Public Employees Retirement Association of Colorado | 6,007 | $524.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 6,191 | $539.6K | 0.00% | −3,031−32.9% | Reduced |
| James Investment Research Inc | 6,335 | $552.0K | 0.08% | 00.0% | Unchanged |
| Mariner, LLC | 6,334 | $552.0K | 0.00% | +278+4.6% | Added |
| New York Life Investment Management LLC | 6,458 | $562.9K | 0.01% | +726+12.7% | Added |
| Great West Life Assurance Co | 6,468 | $565.0K | 0.00% | +2,113+48.5% | Added |
| Beverly Hills Private Wealth, LLC | 6,486 | $565.3K | 0.25% | +6,486 | New |
| Cubist Systematic Strategies, LLC | 6,611 | $576.2K | 0.00% | +988+17.6% | Added |
| Grandeur Peak Global Advisors, LLC | 7,115 | $620.1K | 0.04% | −6,051−46.0% | Reduced |
| AXA S.A. | 7,200 | $627.6K | 0.00% | −2,500−25.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,228 | $630.0K | 0.00% | +382+5.6% | Added |
| Empowered Funds, LLC | 7,309 | $637.1K | 0.04% | +711+10.8% | Added |
| Naples Global Advisors, LLC | 7,435 | $648.0K | 0.08% | 00.0% | Unchanged |
| Commerce Bank | 7,763 | $676.6K | 0.01% | +211+2.8% | Added |
| Integrated Investment Consultants, LLC | 7,808 | $680.5K | 0.23% | +105+1.4% | Added |
| Cetera Advisor Networks LLC | 7,863 | $685.3K | 0.01% | +7,863 | New |
| Y-Intercept (Hong Kong) Ltd | 7,968 | $694.5K | 0.10% | +7,968 | New |
| TownSquare Capital, LLC | 7,996 | $697.0K | 0.02% | +3,476+76.9% | Added |
| Connable Office Inc | 7,995 | $697.0K | 0.10% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,158 | $711.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,211 | $716.0K | 0.01% | +116+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 8,287 | $722.3K | 0.00% | −37−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,389 | $731.2K | 0.01% | +969+13.1% | Added |
| FourThought Financial Partners, LLC | 8,407 | $732.8K | 0.11% | +8,407 | New |
| True Wealth Design, LLC | 8,562 | $746.3K | 0.35% | +8,562 | New |
| Citigroup Inc | 8,786 | $765.8K | 0.00% | +40.0% | Added |
| AQR Capital Management LLC | 9,009 | $785.2K | 0.00% | −685−7.1% | Reduced |
| Hamilton Capital Partners Inc. | 9,036 | $787.6K | 0.33% | +9,036 | New |
| Squarepoint Ops LLC | 9,057 | $789.4K | 0.01% | −13,893−60.5% | Reduced |
| Guggenheim Capital LLC | 9,237 | $805.1K | 0.01% | −1,665−15.3% | Reduced |
| Equitable Trust Co | 9,790 | $853.3K | 0.07% | −4,070−29.4% | Reduced |
| Park Avenue Securities LLC | 9,996 | $871.0K | 0.02% | +141+1.4% | Added |
| Carmignac Gestion | 10,000 | $871.6K | 0.02% | +10,000 | New |
| ProShare Advisors LLC | 10,246 | $893.0K | 0.00% | +1,397+15.8% | Added |
| Aviva PLC | 10,572 | $921.5K | 0.00% | −9,446−47.2% | Reduced |
| Lifestyle Asset Management, Inc. | 11,077 | $965.5K | 0.77% | +11,077 | New |
| Panagora Asset Management Inc | 11,123 | $969.5K | 0.01% | −2,443−18.0% | Reduced |
| Prudential PLC | 11,280 | $983.2K | 0.01% | −772−6.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,550 | $1.01M | 0.10% | +11,550 | New |
| Ensign Peak Advisors, Inc | 11,810 | $1.03M | 0.00% | +2,120+21.9% | Added |
| HSBC Holdings PLC | 12,119 | $1.05M | 0.00% | +12,119 | New |
| Bank of Nova Scotia | 12,162 | $1.06M | 0.00% | +12,162 | New |
| Walleye Capital LLC | 12,308 | $1.07M | 0.02% | −1,915−13.5% | Reduced |
| PDT Partners, LLC | 12,608 | $1.10M | 0.18% | −23−0.2% | Reduced |
| EFG Asset Management (North America) Corp. | 12,713 | $1.13M | 0.25% | +12,713 | New |
| Whittier Trust Co of Nevada Inc | 13,003 | $1.13M | 0.04% | −576−4.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,165 | $1.15M | 0.00% | +2,617+24.8% | Added |
| Laurel Wealth Advisors, Inc. | 13,199 | $1.15M | 0.11% | −1,027−7.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,377 | $1.17M | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,493 | $1.18M | 0.00% | +13,493 | New |
| BNP Paribas Arbitrage, SA | 13,830 | $1.21M | 0.00% | −13,032−48.5% | Reduced |
| Arizona State Retirement System | 14,014 | $1.22M | 0.01% | +572+4.3% | Added |
| Janus Henderson Group PLC | 14,894 | $1.30M | 0.00% | +81+0.5% | Added |
| Prudential Financial Inc | 15,059 | $1.31M | 0.00% | −31−0.2% | Reduced |