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, Q1 2023
Institutional positions in Houlihan Lokey, Inc. as of Mar 31, 2023. 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
- 330
- 0 vs. Q4 2022
- Shares held
- 50.2M
- +369.2K (+0.7%) vs. Q4 2022
- Total value
- $4.40B
- +$53.1M (+1.2%) vs. Q4 2022
- New holders
- 38
- 143 more added
- Sold out
- 38
- 100 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,213,732 | $456.1M | 0.01% | +119,352+2.3% | Added |
| BlackRock Inc. | 4,017,644 | $351.5M | 0.01% | −478,242−10.6% | Reduced |
| Earnest Partners LLC | 3,695,505 | $323.3M | 1.87% | +40,583+1.1% | Added |
| Alliancebernstein L.P. | 2,863,533 | $250.5M | 0.11% | +17,929+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,695,270 | $235.8M | 0.69% | +1,955+0.1% | Added |
| Burgundy Asset Management Ltd. | 1,589,776 | $139.1M | 1.72% | +12,685+0.8% | Added |
| Bank of America Corp | 1,405,976 | $123.0M | 0.01% | +69,927+5.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,369,057 | $119.8M | 0.09% | +11,219+0.8% | Added |
| Bamco Inc | 1,298,577 | $113.6M | 0.34% | −2,596−0.2% | Reduced |
| Clearbridge Investments, LLC | 1,175,066 | $102.8M | 0.10% | +139,895+13.5% | Added |
| State Street Corp | 1,117,277 | $97.8M | 0.01% | +50,000+4.7% | Added |
| Fiduciary Management Inc | 1,086,880 | $95.1M | 0.96% | −27,251−2.4% | Reduced |
| Neuberger Berman Group LLC | 1,080,147 | $94.5M | 0.09% | −17,986−1.6% | Reduced |
| Geode Capital Management, LLC | 988,145 | $86.5M | 0.01% | −161,253−14.0% | Reduced |
| Ameriprise Financial Inc | 955,048 | $83.6M | 0.03% | +203,035+27.0% | Added |
| Morgan Stanley | 915,650 | $80.1M | 0.01% | −15,614−1.7% | Reduced |
| Thrivent Financial for Lutherans | 836,667 | $73.2M | 0.18% | +61,673+8.0% | Added |
| FMR LLC | 768,233 | $67.2M | 0.01% | +60,016+8.5% | Added |
| Van Berkom & Associates Inc. | 742,717 | $65.0M | 2.40% | +43,423+6.2% | Added |
| Northern Trust Corp | 737,230 | $64.5M | 0.01% | +16,207+2.2% | Added |
| Dimensional Fund Advisors LP | 691,990 | $60.5M | 0.02% | −109,886−13.7% | Reduced |
| Wells Fargo & Company | 663,382 | $58.0M | 0.02% | +5,136+0.8% | Added |
| GW&K Investment Management, LLC | 638,684 | $55.9M | 0.54% | +1,472+0.2% | Added |
| Norges Bank | 619,950 | $54.2M | 0.01% | +118,186+23.6% | Added |
| SEI Investments Co | 538,325 | $47.1M | 0.09% | +39,131+7.8% | Added |
| Franklin Resources Inc | 486,772 | $42.6M | 0.02% | −23,490−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 481,234 | $42.1M | 0.01% | +14,769+3.2% | Added |
| Jennison Associates LLC | 471,159 | $41.2M | 0.04% | +58,772+14.3% | Added |
| Natixis Advisors, L.P. | 470,013 | $41.1M | 0.14% | +82,236+21.2% | Added |
| Goldman Sachs Group Inc | 433,527 | $37.9M | 0.01% | +130,287+43.0% | Added |
| New York State Common Retirement Fund | 428,773 | $37.5M | 0.05% | −9,494−2.2% | Reduced |
| Wellington Management Group LLP | 425,248 | $37.2M | 0.01% | +123,069+40.7% | Added |
| Nordea Investment Management AB | 421,231 | $36.5M | 0.05% | −88,849−17.4% | Reduced |
| Bank of New York Mellon Corp | 373,725 | $32.7M | 0.01% | +4,606+1.2% | Added |
| Macquarie Group Ltd | 366,880 | $32.1M | 0.04% | +173,663+89.9% | Added |
| FIL Ltd | 315,147 | $27.6M | 0.03% | +261,219+484.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 290,211 | $25.4M | 1.73% | +5,759+2.0% | Added |
| Ancora Advisors, LLC | 283,980 | $24.8M | 0.71% | +34,217+13.7% | Added |
| Vigilant Capital Management, LLC | 257,095 | $22.5M | 1.83% | +256,784+82,567.2% | Added |
| Envestnet Asset Management Inc | 253,645 | $22.2M | 0.01% | +5,478+2.2% | Added |
| Royce & Associates LP | 245,439 | $21.5M | 0.21% | +30,700+14.3% | Added |
| Argent Capital Management LLC | 207,611 | $18.2M | 0.63% | +4,294+2.1% | Added |
| UBS Group AG | 200,029 | $17.5M | 0.01% | +242+0.1% | Added |
| Emerald Advisers, LLC | 182,033 | $15.9M | 0.76% | −2,253−1.2% | Reduced |
| JPMorgan Chase & Co | 177,640 | $15.5M | 0.00% | +24,065+15.7% | Added |
| Flputnam Investment Management Co | 171,665 | $15.0M | 0.49% | −7,495−4.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,230 | $14.4M | 0.07% | +61,863+60.4% | Added |
| Eagle Asset Management Inc | 163,804 | $14.3M | 0.08% | +4,868+3.1% | Added |
| Emerald Mutual Fund Advisers Trust | 153,734 | $13.5M | 0.79% | −2,068−1.3% | Reduced |
| Nuveen Asset Management, LLC | 139,923 | $12.2M | 0.00% | −64,383−31.5% | Reduced |
| Polen Capital Management LLC | 137,581 | $12.0M | 0.03% | −3,682−2.6% | Reduced |
| Montanaro Asset Management Ltd | 131,000 | $11.5M | 1.78% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 129,893 | $11.4M | 0.72% | +1,445+1.1% | Added |
| Segall Bryant & Hamill, LLC | 122,596 | $10.7M | 0.12% | +1,530+1.3% | Added |
| Great Lakes Advisors, LLC | 117,152 | $10.2M | 0.09% | +117,152 | New |
| Schroder Investment Management Group | 114,654 | $10.0M | 0.01% | −191,452−62.5% | Reduced |
| West Coast Financial LLC | 112,834 | $9.87M | 1.51% | −1,710−1.5% | Reduced |
| Russell Investments Group, Ltd. | 109,429 | $9.57M | 0.02% | −38,735−26.1% | Reduced |
| Swiss National Bank | 107,536 | $9.41M | 0.01% | −12,300−10.3% | Reduced |
| California Public Employees Retirement System | 105,758 | $9.25M | 0.01% | −15,533−12.8% | Reduced |
| Rhumbline Advisers | 102,821 | $9.00M | 0.01% | +2,427+2.4% | Added |
| Pier Capital, LLC | 95,372 | $8.34M | 1.27% | −16,045−14.4% | Reduced |
| Invesco Ltd. | 85,627 | $7.49M | 0.00% | −651−0.8% | Reduced |
| Northwest & Ethical Investments L.P. | 85,105 | $7.45M | 0.25% | −17,405−17.0% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 80,648 | $7.06M | 2.25% | −1,489−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 77,018 | $6.74M | 0.03% | +71,011+1,182.1% | Added |
| Raymond James & Associates | 76,109 | $6.66M | 0.01% | +6,474+9.3% | Added |
| First Trust Advisors LP | 74,218 | $6.49M | 0.01% | −825,787−91.8% | Reduced |
| Crawford Investment Counsel Inc | 69,886 | $6.11M | 0.13% | −2,240−3.1% | Reduced |
| Stifel Financial Corp | 68,699 | $6.01M | 0.01% | +12,504+22.3% | Added |
| Jane Street Group, LLC | 65,598 | $5.74M | 0.01% | +52,105+386.2% | Added |
| Ergoteles LLC | 63,136 | $5.52M | 0.22% | +63,136 | New |
| California State Teachers Retirement System | 62,700 | $5.49M | 0.01% | −481−0.8% | Reduced |
| Vestcor Inc | 62,139 | $5.44M | 0.20% | −18,531−23.0% | Reduced |
| STRS Ohio | 58,300 | $5.10M | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 57,453 | $5.03M | 0.00% | +571+1.0% | Added |
| Castleark Management LLC | 55,450 | $4.85M | 0.24% | +55,450 | New |
| Credit Suisse AG | 53,536 | $4.68M | 0.00% | +2,009+3.9% | Added |
| Alps Advisors Inc | 50,994 | $4.46M | 0.04% | +5,612+12.4% | Added |
| Legal & General Group Plc | 50,553 | $4.42M | 0.00% | +2,065+4.3% | Added |
| FineMark National Bank & Trust | 48,059 | $4.20M | 0.18% | +2,220+4.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 47,572 | $4.16M | 2.18% | +2,622+5.8% | Added |
| Man Group plc | – | $4.12M | 0.01% | – | – |
| Grandeur Peak Global Advisors, LLC | 46,415 | $4.06M | 0.25% | +39,300+552.4% | Added |
| ExodusPoint Capital Management, LP | 44,385 | $3.88M | 0.04% | +44,385 | New |
| NFJ Investment Group, LLC | 42,766 | $3.74M | 0.10% | −133−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 41,602 | $3.64M | 0.01% | +27,772+200.8% | Added |
| Mutual of America Capital Management LLC | 40,525 | $3.55M | 0.04% | −1,868−4.4% | Reduced |
| Fifth Third Bancorp | 40,267 | $3.52M | 0.02% | +935+2.4% | Added |
| Victory Capital Management Inc | 40,181 | $3.52M | 0.00% | +18,984+89.6% | Added |
| Citadel Advisors LLC | 39,384 | $3.45M | 0.00% | −8,327−17.5% | Reduced |
| Susquehanna International Group, LLP | 39,298 | $3.44M | 0.01% | +34,161+665.0% | Added |
| Truist Financial Corp | 39,289 | $3.44M | 0.01% | −1,354−3.3% | Reduced |
| Oppenheimer Asset Management Inc. | 38,265 | $3.35M | 0.05% | +68+0.2% | Added |
| Fiera Capital Corp | 38,215 | $3.34M | 0.01% | +442+1.2% | Added |
| Deutsche Bank AG | 37,881 | $3.31M | 0.00% | −304−0.8% | Reduced |
| Weil Company, Inc. | 37,677 | $3.30M | 1.50% | −2,040−5.1% | Reduced |
| Royal Bank of Canada | 33,582 | $2.94M | 0.00% | −19,450−36.7% | Reduced |
| Millennium Management LLC | 32,711 | $2.86M | 0.00% | +30,187+1,196.0% | Added |
| Public Employees Retirement System of Ohio | 30,368 | $2.66M | 0.01% | +241+0.8% | Added |