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 |
|---|---|---|---|---|---|
| US Bancorp | 26,915 | $2.35M | 0.00% | +667+2.5% | Added |
| First Republic Investment Management, Inc. | 26,669 | $2.32M | 0.01% | −560−2.1% | Reduced |
| Whittier Trust Co | 26,428 | $2.30M | 0.04% | +196+0.7% | Added |
| MetLife Investment Management | 26,210 | $2.28M | 0.02% | −936−3.4% | Reduced |
| Principal Financial Group Inc | 25,765 | $2.25M | 0.00% | +18,531+256.2% | Added |
| Brookfield Asset Management Inc. | 25,160 | $2.19M | 0.01% | +25,160 | New |
| Harbor Advisors LLC | 25,000 | $2.18M | 0.54% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 23,705 | $2.07M | 0.00% | +1,159+5.1% | Added |
| American International Group, Inc. | 23,663 | $2.06M | 0.01% | −86−0.4% | Reduced |
| Barclays PLC | 23,060 | $2.01M | 0.00% | +6,320+37.8% | Added |
| D. E. Shaw & Co., Inc. | 22,380 | $1.95M | 0.00% | −36,014−61.7% | Reduced |
| Two Sigma Investments, LP | 21,977 | $1.92M | 0.01% | −12,746−36.7% | Reduced |
| Regions Financial Corp | 21,615 | $1.88M | 0.02% | −908−4.0% | Reduced |
| Bank of Montreal | 19,470 | $1.88M | 0.00% | −3,124−13.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,513 | $1.88M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 21,197 | $1.85M | 0.00% | +15,558+275.9% | Added |
| Manufacturers Life Insurance Company, The | 20,103 | $1.75M | 0.00% | −366−1.8% | Reduced |
| Voya Investment Management LLC | 19,491 | $1.70M | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 19,169 | $1.67M | 0.01% | −116−0.6% | Reduced |
| Teacher Retirement System of Texas | 19,060 | $1.66M | 0.01% | +4,919+34.8% | Added |
| Illinois Municipal Retirement Fund | 18,964 | $1.65M | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 18,877 | $1.65M | 0.01% | +134+0.7% | Added |
| Renaissance Group LLC | 18,274 | $1.59M | 0.08% | +275+1.5% | Added |
| Geneos Wealth Management Inc. | 17,929 | $1.56M | 0.09% | +1,029+6.1% | Added |
| Bokf, NA | 17,460 | $1.52M | 0.03% | −207−1.2% | Reduced |
| Davenport & Co LLC | 17,303 | $1.51M | 0.01% | −1,264−6.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 16,923 | $1.48M | 0.44% | −833−4.7% | Reduced |
| State Board of Administration of Florida Retirement System | 16,872 | $1.47M | 0.00% | +3,054+22.1% | Added |
| Martingale Asset Management L P | 16,812 | $1.47M | 0.03% | −977−5.5% | Reduced |
| Taylor Frigon Capital Management LLC | 16,727 | $1.46M | 0.83% | −953−5.4% | Reduced |
| Ameritas Investment Partners, Inc. | 15,713 | $1.41M | 0.06% | +87+0.6% | Added |
| Atria Investments LLC | 15,415 | $1.34M | 0.03% | +1,451+10.4% | Added |
| Cannell Peter B & Co Inc | 15,320 | $1.34M | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 15,255 | $1.33M | 0.01% | −1,406−8.4% | Reduced |
| Prudential Financial Inc | 15,059 | $1.31M | 0.00% | −31−0.2% | Reduced |
| Janus Henderson Group PLC | 14,894 | $1.30M | 0.00% | +81+0.5% | Added |
| Arizona State Retirement System | 14,014 | $1.22M | 0.01% | +572+4.3% | Added |
| BNP Paribas Arbitrage, SA | 13,830 | $1.21M | 0.00% | −13,032−48.5% | Reduced |
| Jane Street Group, LLC | 13,493 | $1.18M | 0.00% | +13,493 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,377 | $1.17M | 0.09% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 13,199 | $1.15M | 0.11% | −1,027−7.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,165 | $1.15M | 0.00% | +2,617+24.8% | Added |
| Whittier Trust Co of Nevada Inc | 13,003 | $1.13M | 0.04% | −576−4.2% | Reduced |
| EFG Asset Management (North America) Corp. | 12,713 | $1.13M | 0.25% | +12,713 | New |
| PDT Partners, LLC | 12,608 | $1.10M | 0.18% | −23−0.2% | Reduced |
| Walleye Capital LLC | 12,308 | $1.07M | 0.02% | −1,915−13.5% | Reduced |
| Bank of Nova Scotia | 12,162 | $1.06M | 0.00% | +12,162 | New |
| HSBC Holdings PLC | 12,119 | $1.05M | 0.00% | +12,119 | New |
| Ensign Peak Advisors, Inc | 11,810 | $1.03M | 0.00% | +2,120+21.9% | Added |
| Dynamic Technology Lab Private Ltd | 11,550 | $1.01M | 0.10% | +11,550 | New |
| Prudential PLC | 11,280 | $983.2K | 0.01% | −772−6.4% | Reduced |
| Panagora Asset Management Inc | 11,123 | $969.5K | 0.01% | −2,443−18.0% | Reduced |
| Lifestyle Asset Management, Inc. | 11,077 | $965.5K | 0.77% | +11,077 | New |
| Aviva PLC | 10,572 | $921.5K | 0.00% | −9,446−47.2% | Reduced |
| ProShare Advisors LLC | 10,246 | $893.0K | 0.00% | +1,397+15.8% | Added |
| Carmignac Gestion | 10,000 | $871.6K | 0.02% | +10,000 | New |
| Park Avenue Securities LLC | 9,996 | $871.0K | 0.02% | +141+1.4% | Added |
| Equitable Trust Co | 9,790 | $853.3K | 0.07% | −4,070−29.4% | Reduced |
| Guggenheim Capital LLC | 9,237 | $805.1K | 0.01% | −1,665−15.3% | Reduced |
| Squarepoint Ops LLC | 9,057 | $789.4K | 0.01% | −13,893−60.5% | Reduced |
| Hamilton Capital Partners Inc. | 9,036 | $787.6K | 0.33% | +9,036 | New |
| AQR Capital Management LLC | 9,009 | $785.2K | 0.00% | −685−7.1% | Reduced |
| Citigroup Inc | 8,786 | $765.8K | 0.00% | +40.0% | Added |
| True Wealth Design, LLC | 8,562 | $746.3K | 0.35% | +8,562 | New |
| FourThought Financial Partners, LLC | 8,407 | $732.8K | 0.11% | +8,407 | New |
| O'Shaughnessy Asset Management, LLC | 8,389 | $731.2K | 0.01% | +969+13.1% | Added |
| Allspring Global Investments Holdings, LLC | 8,287 | $722.3K | 0.00% | −37−0.4% | Reduced |
| Amalgamated Bank | 8,211 | $716.0K | 0.01% | +116+1.4% | Added |
| Handelsbanken Fonder AB | 8,158 | $711.0K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 7,995 | $697.0K | 0.10% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,996 | $697.0K | 0.02% | +3,476+76.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,968 | $694.5K | 0.10% | +7,968 | New |
| Cetera Advisor Networks LLC | 7,863 | $685.3K | 0.01% | +7,863 | New |
| Integrated Investment Consultants, LLC | 7,808 | $680.5K | 0.23% | +105+1.4% | Added |
| Commerce Bank | 7,763 | $676.6K | 0.01% | +211+2.8% | Added |
| Naples Global Advisors, LLC | 7,435 | $648.0K | 0.08% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,309 | $637.1K | 0.04% | +711+10.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,228 | $630.0K | 0.00% | +382+5.6% | Added |
| AXA S.A. | 7,200 | $627.6K | 0.00% | −2,500−25.8% | Reduced |
| Grandeur Peak Global Advisors, LLC | 7,115 | $620.1K | 0.04% | −6,051−46.0% | Reduced |
| Cubist Systematic Strategies, LLC | 6,611 | $576.2K | 0.00% | +988+17.6% | Added |
| Beverly Hills Private Wealth, LLC | 6,486 | $565.3K | 0.25% | +6,486 | New |
| Great West Life Assurance Co | 6,468 | $565.0K | 0.00% | +2,113+48.5% | Added |
| New York Life Investment Management LLC | 6,458 | $562.9K | 0.01% | +726+12.7% | Added |
| 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 |
| State of Wisconsin Investment Board | 6,191 | $539.6K | 0.00% | −3,031−32.9% | Reduced |
| Public Employees Retirement Association of Colorado | 6,007 | $524.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 5,985 | $522.0K | 0.00% | +2,543+73.9% | Added |
| VELA Investment Management, LLC | 5,970 | $520.3K | 0.26% | −2,367−28.4% | Reduced |
| SYSTM Wealth Solutions LLC | 5,890 | $513.4K | 0.06% | +5,890 | New |
| Alpine Woods Capital Investors, LLC | 5,819 | $507.0K | 0.07% | −6,663−53.4% | Reduced |
| Algert Global LLC | 5,716 | $498.2K | 0.03% | +440+8.3% | Added |
| Brookstone Capital Management | 5,393 | $487.4K | 0.01% | +213+4.1% | Added |
| Keybank National Association | 5,348 | $466.1K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 5,310 | $463.0K | 0.07% | +175+3.4% | Added |
| Acadian Asset Management LLC | 5,225 | $454.0K | 0.00% | −1,284−19.7% | Reduced |
| Susquehanna International Group, LLP | 5,137 | $447.7K | 0.00% | −10,322−66.8% | Reduced |
| Intrust Bank NA | 5,109 | $445.3K | 0.06% | −9−0.2% | Reduced |
| Isthmus Partners, LLC | 5,080 | $442.8K | 0.07% | 00.0% | Unchanged |