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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 306,106 | $26.7M | 0.04% | +37,461+13.9% | Added |
| Bank of New York Mellon Corp | 369,119 | $32.2M | 0.01% | +24,525+7.1% | Added |
| Natixis Advisors, L.P. | 387,777 | $33.8M | 0.13% | +104,589+36.9% | Added |
| Jennison Associates LLC | 412,387 | $35.9M | 0.04% | −17,254−4.0% | Reduced |
| New York State Common Retirement Fund | 438,267 | $38.2M | 0.05% | −2,509−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 466,465 | $40.7M | 0.01% | +14,578+3.2% | Added |
| SEI Investments Co | 499,194 | $43.5M | 0.10% | +20,297+4.2% | Added |
| Norges Bank | 501,764 | $43.7M | 0.01% | +30,749+6.5% | Added |
| Franklin Resources Inc | 510,262 | $44.5M | 0.02% | −1,834−0.4% | Reduced |
| Nordea Investment Management AB | 510,080 | $44.6M | 0.07% | −60,963−10.7% | Reduced |
| GW&K Investment Management, LLC | 637,212 | $55.5M | 0.56% | −5,356−0.8% | Reduced |
| Wells Fargo & Company | 658,246 | $57.4M | 0.02% | −9,888−1.5% | Reduced |
| Van Berkom & Associates Inc. | 699,294 | $61.0M | 2.61% | −13,281−1.9% | Reduced |
| FMR LLC | 708,217 | $61.7M | 0.01% | +318,801+81.9% | Added |
| Northern Trust Corp | 721,023 | $62.8M | 0.01% | −24,034−3.2% | Reduced |
| Ameriprise Financial Inc | 752,013 | $65.5M | 0.02% | −227,143−23.2% | Reduced |
| Thrivent Financial for Lutherans | 774,994 | $67.5M | 0.17% | +36,733+5.0% | Added |
| Dimensional Fund Advisors LP | 801,876 | $69.9M | 0.02% | −39,664−4.7% | Reduced |
| First Trust Advisors LP | 900,005 | $78.4M | 0.09% | −1,542−0.2% | Reduced |
| Morgan Stanley | 931,264 | $81.2M | 0.01% | +522,178+127.6% | Added |
| Clearbridge Investments, LLC | 1,035,171 | $90.2M | 0.09% | +428,190+70.5% | Added |
| State Street Corp | 1,067,277 | $93.0M | 0.01% | −14,089−1.3% | Reduced |
| Neuberger Berman Group LLC | 1,098,133 | $95.7M | 0.09% | −8,141−0.7% | Reduced |
| Fiduciary Management Inc | 1,114,131 | $97.1M | 0.98% | +135,283+13.8% | Added |
| Geode Capital Management, LLC | 1,149,398 | $100.2M | 0.01% | +10,727+0.9% | Added |
| Bamco Inc | 1,301,173 | $113.4M | 0.38% | +2780.0% | Added |
| Bank of America Corp | 1,336,049 | $116.5M | 0.01% | −83,988−5.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,357,838 | $118.3M | 0.09% | −2,865−0.2% | Reduced |
| Burgundy Asset Management Ltd. | 1,577,091 | $137.5M | 1.78% | −6,772−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,693,315 | $234.7M | 0.73% | −89,390−3.2% | Reduced |
| Alliancebernstein L.P. | 2,845,604 | $248.0M | 0.11% | +437,656+18.2% | Added |
| Earnest Partners LLC | 3,654,922 | $318.6M | 1.95% | −31,501−0.9% | Reduced |
| BlackRock Inc. | 4,495,886 | $391.9M | 0.01% | +687,884+18.1% | Added |
| Vanguard Group Inc | 5,094,380 | $444.0M | 0.01% | +106,175+2.1% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Ariel Investments, LLC | 0 | $0 | 0.00% | −144,158−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −72,517−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −60,669−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −25,192−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −12,282−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,514−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,845−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −8,123−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −8,046−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −7,251−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −7,003−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −6,453−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,209−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,348−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,845−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,257−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −2,946−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,749−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Atlanta Capital Management Co L L C | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |