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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 15,255 | $1.33M | 0.01% | −1,406−8.4% | Reduced |
| Cannell Peter B & Co Inc | 15,320 | $1.34M | 0.05% | 00.0% | Unchanged |
| Atria Investments LLC | 15,415 | $1.34M | 0.03% | +1,451+10.4% | Added |
| Ameritas Investment Partners, Inc. | 15,713 | $1.41M | 0.06% | +87+0.6% | Added |
| Taylor Frigon Capital Management LLC | 16,727 | $1.46M | 0.83% | −953−5.4% | Reduced |
| Martingale Asset Management L P | 16,812 | $1.47M | 0.03% | −977−5.5% | Reduced |
| State Board of Administration of Florida Retirement System | 16,872 | $1.47M | 0.00% | +3,054+22.1% | Added |
| Intercontinental Wealth Advisors, LLC | 16,923 | $1.48M | 0.44% | −833−4.7% | Reduced |
| Davenport & Co LLC | 17,303 | $1.51M | 0.01% | −1,264−6.8% | Reduced |
| Bokf, NA | 17,460 | $1.52M | 0.03% | −207−1.2% | Reduced |
| Geneos Wealth Management Inc. | 17,929 | $1.56M | 0.09% | +1,029+6.1% | Added |
| Renaissance Group LLC | 18,274 | $1.59M | 0.08% | +275+1.5% | Added |
| CWM, LLC | 18,877 | $1.65M | 0.01% | +134+0.7% | Added |
| Illinois Municipal Retirement Fund | 18,964 | $1.65M | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 19,060 | $1.66M | 0.01% | +4,919+34.8% | Added |
| MML Investors Services, LLC | 19,169 | $1.67M | 0.01% | −116−0.6% | Reduced |
| Voya Investment Management LLC | 19,491 | $1.70M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 20,103 | $1.75M | 0.00% | −366−1.8% | Reduced |
| Victory Capital Management Inc | 21,197 | $1.85M | 0.00% | +15,558+275.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,513 | $1.88M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 19,470 | $1.88M | 0.00% | −3,124−13.8% | Reduced |
| Regions Financial Corp | 21,615 | $1.88M | 0.02% | −908−4.0% | Reduced |
| Two Sigma Investments, LP | 21,977 | $1.92M | 0.01% | −12,746−36.7% | Reduced |
| D. E. Shaw & Co., Inc. | 22,380 | $1.95M | 0.00% | −36,014−61.7% | Reduced |
| Barclays PLC | 23,060 | $2.01M | 0.00% | +6,320+37.8% | Added |
| American International Group, Inc. | 23,663 | $2.06M | 0.01% | −86−0.4% | Reduced |
| Price T Rowe Associates Inc | 23,705 | $2.07M | 0.00% | +1,159+5.1% | Added |
| Harbor Advisors LLC | 25,000 | $2.18M | 0.54% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 25,160 | $2.19M | 0.01% | +25,160 | New |
| Principal Financial Group Inc | 25,765 | $2.25M | 0.00% | +18,531+256.2% | Added |
| MetLife Investment Management | 26,210 | $2.28M | 0.02% | −936−3.4% | Reduced |
| Whittier Trust Co | 26,428 | $2.30M | 0.04% | +196+0.7% | Added |
| First Republic Investment Management, Inc. | 26,669 | $2.32M | 0.01% | −560−2.1% | Reduced |
| US Bancorp | 26,915 | $2.35M | 0.00% | +667+2.5% | Added |
| HighTower Advisors, LLC | 27,290 | $2.38M | 0.01% | −966−3.4% | Reduced |
| LPL Financial LLC | 27,451 | $2.39M | 0.00% | −370−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 27,862 | $2.43M | 0.00% | −4,641−14.3% | Reduced |
| State of New Jersey Common Pension Fund D | 28,794 | $2.51M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,986 | $2.53M | 0.01% | −641−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 30,127 | $2.63M | 0.01% | −19,982−39.9% | Reduced |
| Two Sigma Advisers, LP | 30,600 | $2.67M | 0.01% | +3,000+10.9% | Added |
| Prana Capital Management, LP | 32,393 | $2.82M | 0.22% | +26,476+447.5% | Added |
| Fiera Capital Corp | 37,773 | $3.29M | 0.01% | −713−1.9% | Reduced |
| Deutsche Bank AG | 38,185 | $3.33M | 0.00% | +13,395+54.0% | Added |
| Oppenheimer Asset Management Inc. | 38,197 | $3.33M | 0.05% | −2,258−5.6% | Reduced |
| American Century Companies Inc | 38,717 | $3.37M | 0.00% | −48,821−55.8% | Reduced |
| Fifth Third Bancorp | 39,332 | $3.43M | 0.02% | +2,950+8.1% | Added |
| Weil Company, Inc. | 39,717 | $3.46M | 1.58% | −810−2.0% | Reduced |
| Truist Financial Corp | 40,643 | $3.54M | 0.01% | −29−0.1% | Reduced |
| Seizert Capital Partners, LLC | 41,076 | $3.58M | 0.19% | −3,634−8.1% | Reduced |
| Mutual of America Capital Management LLC | 42,393 | $3.69M | 0.05% | +569+1.4% | Added |
| NFJ Investment Group, LLC | 42,899 | $3.74M | 0.10% | −3,364−7.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 44,950 | $3.92M | 2.67% | +70.0% | Added |
| Alps Advisors Inc | 45,382 | $3.96M | 0.04% | +4,664+11.5% | Added |
| FineMark National Bank & Trust | 45,839 | $4.00M | 0.18% | +739+1.6% | Added |
| Citadel Advisors LLC | 47,711 | $4.16M | 0.00% | −606,980−92.7% | Reduced |
| Legal & General Group Plc | 48,488 | $4.23M | 0.00% | +2,565+5.6% | Added |
| Man Group plc | 49,875 | $4.35M | 0.02% | −8,838−15.1% | Reduced |
| Credit Suisse AG | 51,527 | $4.49M | 0.00% | +469+0.9% | Added |
| Royal Bank of Canada | 53,032 | $4.62M | 0.00% | +22,435+73.3% | Added |
| FIL Ltd | 53,928 | $4.70M | 0.01% | −15,199−22.0% | Reduced |
| Stifel Financial Corp | 56,195 | $4.90M | 0.01% | −2,041−3.5% | Reduced |
| UBS Asset Management Americas Inc | 56,882 | $4.96M | 0.00% | +814+1.5% | Added |
| STRS Ohio | 58,300 | $5.08M | 0.02% | +5,800+11.0% | Added |
| Renaissance Technologies LLC | 59,500 | $5.19M | 0.01% | +9,500+19.0% | Added |
| California State Teachers Retirement System | 63,181 | $5.51M | 0.01% | +864+1.4% | Added |
| Summit Global Investments | 68,739 | $5.99M | 0.51% | +4,129+6.4% | Added |
| Raymond James & Associates | 69,635 | $6.07M | 0.01% | −956−1.4% | Reduced |
| Crawford Investment Counsel Inc | 72,126 | $6.29M | 0.14% | −1,898−2.6% | Reduced |
| Vestcor Inc | 80,670 | $7.03M | 0.26% | −30,167−27.2% | Reduced |
| Rheos Capital Works Inc. | 81,500 | $7.10M | 0.43% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 82,137 | $7.16M | 2.35% | −7,867−8.7% | Reduced |
| Invesco Ltd. | 86,278 | $7.52M | 0.00% | +13,667+18.8% | Added |
| Rhumbline Advisers | 100,394 | $8.75M | 0.01% | +3,718+3.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 102,367 | $8.92M | 0.05% | +18,060+21.4% | Added |
| Northwest & Ethical Investments L.P. | 102,510 | $8.93M | 0.31% | +19,146+23.0% | Added |
| Pier Capital, LLC | 111,417 | $9.71M | 1.59% | −1,013−0.9% | Reduced |
| West Coast Financial LLC | 114,544 | $9.98M | 1.69% | +973+0.9% | Added |
| Swiss National Bank | 119,836 | $10.4M | 0.01% | +2,500+2.1% | Added |
| Segall Bryant & Hamill, LLC | 121,066 | $10.6M | 0.12% | +38,915+47.4% | Added |
| California Public Employees Retirement System | 121,291 | $10.6M | 0.01% | +1,426+1.2% | Added |
| GHP Investment Advisors, Inc. | 128,448 | $11.2M | 0.76% | +3,889+3.1% | Added |
| Montanaro Asset Management Ltd | 131,000 | $11.4M | 1.86% | +1,000+0.8% | Added |
| Polen Capital Management LLC | 141,263 | $12.3M | 0.04% | −18,833−11.8% | Reduced |
| Russell Investments Group, Ltd. | 148,164 | $12.9M | 0.03% | −12,715−7.9% | Reduced |
| JPMorgan Chase & Co | 153,575 | $13.4M | 0.00% | +24,010+18.5% | Added |
| Emerald Mutual Fund Advisers Trust | 155,802 | $13.6M | 0.84% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 158,936 | $14.0M | 0.09% | −3,050−1.9% | Reduced |
| Flputnam Investment Management Co | 179,160 | $15.6M | 0.57% | −727−0.4% | Reduced |
| Emerald Advisers, LLC | 184,286 | $16.1M | 0.78% | +586+0.3% | Added |
| Macquarie Group Ltd | 193,217 | $16.8M | 0.02% | +192,479+26,081.2% | Added |
| UBS Group AG | 199,787 | $17.4M | 0.01% | +14,913+8.1% | Added |
| Argent Capital Management LLC | 203,317 | $17.7M | 0.64% | +161,453+385.7% | Added |
| Nuveen Asset Management, LLC | 204,306 | $17.8M | 0.01% | −9,585−4.5% | Reduced |
| Royce & Associates LP | 214,739 | $18.7M | 0.20% | +40,425+23.2% | Added |
| Envestnet Asset Management Inc | 248,167 | $21.6M | 0.01% | +903+0.4% | Added |
| Ancora Advisors, LLC | 249,763 | $21.8M | 0.63% | +10,538+4.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 284,452 | $24.8M | 1.80% | −2,048−0.7% | Reduced |
| Wellington Management Group LLP | 302,179 | $26.3M | 0.01% | +302,179 | New |
| Goldman Sachs Group Inc | 303,240 | $26.4M | 0.01% | −28,171−8.5% | Reduced |