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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 4,952 | $431.6K | 0.07% | +1,121+29.3% | Added |
| Kestra Advisory Services, LLC | 4,820 | $420.1K | 0.00% | +4,820 | New |
| Moneta Group Investment Advisors LLC | 4,033 | $399.5K | 0.01% | −504−11.1% | Reduced |
| Fulton Bank, N.A. | 4,569 | $398.0K | 0.02% | +623+15.8% | Added |
| Clifford Group, LLC | 4,482 | $390.7K | 0.49% | +4,482 | New |
| Rockefeller Capital Management L.P. | 4,208 | $366.0K | 0.00% | −734−14.9% | Reduced |
| FDx Advisors, Inc. | 4,173 | $364.0K | 0.02% | +107+2.6% | Added |
| JustInvest LLC | 4,145 | $361.3K | 0.01% | +4,145 | New |
| Mackenzie Financial Corp | 4,088 | $356.3K | 0.00% | −168−3.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,018 | $350.2K | 0.09% | −609−13.2% | Reduced |
| Cetera Investment Advisers | 3,999 | $348.6K | 0.00% | +1,086+37.3% | Added |
| Miracle Mile Advisors, LLC | 3,976 | $346.5K | 0.01% | +3,976 | New |
| Cna Financial Corp | 3,902 | $340.1K | 0.21% | −12,164−75.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,898 | $339.8K | 0.10% | +3,898 | New |
| Yorktown Management & Research Co Inc | 3,850 | $335.6K | 0.41% | +3,850 | New |
| GWM Advisors LLC | 13,930 | $335.1K | 0.01% | +1,892+15.7% | Added |
| Sawgrass Asset Management LLC | 3,714 | $323.7K | 0.04% | +3,714 | New |
| PFS Investments Inc. | 3,702 | $323.0K | 0.01% | +3,702 | New |
| Schonfeld Strategic Advisors LLC | 3,700 | $322.5K | 0.00% | −26,300−87.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,639 | $317.2K | 0.02% | −30−0.8% | Reduced |
| Summit Trail Advisors, LLC | 3,557 | $310.0K | 0.01% | +518+17.0% | Added |
| First Bank & Trust | 3,499 | $305.0K | 0.08% | +109+3.2% | Added |
| Duality Advisers, LP | 3,417 | $297.8K | 0.03% | +3,417 | New |
| Lombard Odier Asset Management (Europe) Ltd | 3,355 | $292.4K | 0.01% | +433+14.8% | Added |
| MQS Management LLC | 3,350 | $292.0K | 0.20% | +3,350 | New |
| Ronald Blue Trust, Inc. | 3,850 | $290.0K | 0.01% | +1,770+85.1% | Added |
| Sendero Wealth Management, LLC | 3,209 | $279.7K | 0.10% | +3,209 | New |
| Metropolitan Life Insurance Co | 3,091 | $269.4K | 0.01% | +45+1.5% | Added |
| AE Wealth Management LLC | 3,052 | $266.0K | 0.00% | −6,137−66.8% | Reduced |
| Virginia Retirement Systems Et Al | 3,000 | $261.5K | 0.00% | −6,900−69.7% | Reduced |
| Riverwater Partners LLC | 2,983 | $260.0K | 0.22% | +2,983 | New |
| Wealth Alliance | 2,980 | $259.7K | 0.05% | +44+1.5% | Added |
| Captrust Financial Advisors | 2,907 | $253.4K | 0.00% | +84+3.0% | Added |
| Capital Impact Advisors, LLC | 2,901 | $252.9K | 0.25% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,949 | $252.0K | 0.01% | +166+6.0% | Added |
| Xponance, Inc. | 2,864 | $249.6K | 0.00% | +58+2.1% | Added |
| SG Americas Securities, LLC | 2,861 | $249.0K | 0.00% | −4,681−62.1% | Reduced |
| Advisory Services Network, LLC | 2,841 | $247.6K | 0.01% | +83+3.0% | Added |
| Formidable Asset Management, LLC | 2,830 | $247.0K | 0.06% | −3,000−51.5% | Reduced |
| Proequities, Inc. | 2,830 | $246.7K | 0.02% | +10.0% | Added |
| Voya Financial Advisors, Inc. | 2,750 | $243.9K | 0.03% | −299−9.8% | Reduced |
| Glenmede Trust Co NA | 2,789 | $243.1K | 0.00% | −1,898−40.5% | Reduced |
| J2 Capital Management Inc | 2,739 | $238.7K | 0.41% | +2,739 | New |
| Voloridge Investment Management, LLC | 2,611 | $227.6K | 0.00% | −2,829−52.0% | Reduced |
| Pzena Investment Management LLC | 2,561 | $223.2K | 0.00% | +2,561 | New |
| Twinbeech Capital LP | 2,541 | $221.5K | 0.00% | +2,541 | New |
| Millennium Management LLC | 2,524 | $220.0K | 0.00% | −533,218−99.5% | Reduced |
| SkyOak Wealth, LLC | 2,524 | $220.0K | 0.07% | +2,524 | New |
| Brinker Capital Investments, LLC | 2,444 | $213.0K | 0.00% | +2,444 | New |
| Engineers Gate Manager LP | 2,424 | $211.3K | 0.01% | +2,424 | New |
| Janney Montgomery Scott LLC | 2,358 | $206.0K | 0.00% | −2,423−50.7% | Reduced |
| Hantz Financial Services, Inc. | 2,285 | $199.0K | 0.01% | +2,285 | New |
| Covestor Ltd | 2,207 | $192.0K | 0.16% | −109−4.7% | Reduced |
| Stephenson National Bank & Trust | 2,016 | $176.0K | 0.11% | +2,016 | New |
| Van Eck Associates Corp | 1,979 | $172.0K | 0.00% | +176+9.8% | Added |
| Park Place Capital Corp | 1,818 | $158.0K | 0.04% | +1,818 | New |
| Harbor Investment Advisory, LLC | 1,478 | $128.8K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,309 | $114.1K | 0.00% | −86−6.2% | Reduced |
| State of Wyoming | 1,284 | $111.9K | 0.04% | +7+0.5% | Added |
| Nisa Investment Advisors, LLC | 1,230 | $107.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,117 | $97.0K | 0.00% | +739+195.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,050 | $93.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 992 | $86.5K | 0.01% | +804+427.7% | Added |
| Anchor Investment Management, LLC | 990 | $86.3K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 967 | $84.3K | 0.03% | −509−34.5% | Reduced |
| Exchange Traded Concepts, LLC | 920 | $80.2K | 0.00% | −54−5.5% | Reduced |
| One Wealth Advisors, LLC | 818 | $71.3K | 0.02% | +818 | New |
| Umb Bank N A | 645 | $56.0K | 0.00% | +496+332.9% | Added |
| Assetmark, Inc | 610 | $53.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 567 | $49.4K | 0.00% | +56+11.0% | Added |
| Comerica Securities,inc. | 540 | $47.1K | 0.00% | +540 | New |
| Balyasny Asset Management LLC | 525 | $45.8K | 0.00% | −42,622−98.8% | Reduced |
| Global Retirement Partners, LLC | 522 | $45.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 428 | $37.0K | 0.00% | +12+2.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 353 | $30.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 344 | $30.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 339 | $29.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 320 | $27.9K | 0.00% | −1−0.3% | Reduced |
| Vigilant Capital Management, LLC | 311 | $27.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 300 | $26.2K | 0.00% | +300 | New |
| Ellevest, Inc. | 296 | $25.8K | 0.00% | +180+155.2% | Added |
| Column Capital Advisors, LLC | 290 | $25.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 269 | $23.4K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 249 | $21.7K | 0.00% | −53−17.5% | Reduced |
| Carolinas Wealth Consulting LLC | 241 | $21.0K | 0.00% | −2−0.8% | Reduced |
| Bartlett & Co. LLC | 217 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 217 | $18.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 205 | $18.0K | 0.00% | −8,444−97.6% | Reduced |
| Central Trust Co | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 185 | $16.1K | 0.01% | −1,197−86.6% | Reduced |
| BDO Wealth Advisors, LLC | 174 | $15.2K | 0.00% | −93−34.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 170 | $14.8K | 0.00% | +170 | New |
| Ameliora Wealth Management Ltd. | 169 | $14.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 162 | $14.1K | 0.01% | +162 | New |
| Bell Investment Advisors, Inc | 155 | $13.5K | 0.00% | +11+7.6% | Added |
| Washington Trust Advisors, Inc. | 140 | $12.2K | 0.00% | −139−49.8% | Reduced |
| Private Trust Co NA | 140 | $12.0K | 0.00% | −75−34.9% | Reduced |
| Lindbrook Capital, LLC | 135 | $11.8K | 0.00% | +103+321.9% | Added |