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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 2,956 | $258.6K | 0.00% | +7+0.2% | Added |
| Riverwater Partners LLC | 2,983 | $261.0K | 0.24% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,065 | $268.0K | 0.01% | +780+34.1% | Added |
| Dynamic Technology Lab Private Ltd | 3,090 | $270.0K | 0.02% | −8,460−73.2% | Reduced |
| Captrust Financial Advisors | 3,148 | $275.4K | 0.00% | +241+8.3% | Added |
| Mackenzie Financial Corp | 3,188 | $278.9K | 0.00% | −900−22.0% | Reduced |
| XTX Topco Ltd | 3,282 | $287.1K | 0.06% | +3,282 | New |
| Duality Advisers, LP | 3,339 | $292.1K | 0.03% | −78−2.3% | Reduced |
| First Bank & Trust | 3,361 | $294.1K | 0.08% | −138−3.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,649 | $319.3K | 0.01% | +10+0.3% | Added |
| Wealth Alliance | 3,651 | $319.4K | 0.05% | +671+22.5% | Added |
| Nebula Research & Development LLC | 3,666 | $320.7K | 0.57% | +3,666 | New |
| Miracle Mile Advisors, LLC | 3,683 | $322.2K | 0.01% | −293−7.4% | Reduced |
| Virtu Financial LLC | 3,791 | $332.0K | 0.04% | +3,791 | New |
| Johnson Financial Group, Inc. | 3,832 | $335.3K | 0.02% | +3,832 | New |
| Yorktown Management & Research Co Inc | 3,850 | $336.8K | 0.36% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 3,859 | $337.6K | 0.10% | +650+20.3% | Added |
| J2 Capital Management Inc | 3,966 | $347.0K | 0.54% | +1,227+44.8% | Added |
| Summit Trail Advisors, LLC | 4,029 | $352.5K | 0.01% | +472+13.3% | Added |
| Axq Capital, LP | 4,100 | $358.7K | 0.14% | +4,100 | New |
| FDx Advisors, Inc. | 4,173 | $364.0K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,598 | $402.3K | 0.15% | −4,438−49.1% | Reduced |
| Rockefeller Capital Management L.P. | 4,642 | $406.0K | 0.00% | +434+10.3% | Added |
| Clifford Group, LLC | 4,668 | $408.4K | 0.50% | +186+4.1% | Added |
| Moneta Group Investment Advisors LLC | 4,712 | $412.3K | 0.01% | +679+16.8% | Added |
| JustInvest LLC | 4,818 | $421.6K | 0.01% | +673+16.2% | Added |
| CAPROCK Group, Inc. | 4,869 | $426.0K | 0.03% | +4,869 | New |
| Studio Investment Management LLC | 4,969 | $434.7K | 0.13% | +4,969 | New |
| Fulton Bank, N.A. | 4,979 | $435.6K | 0.02% | +410+9.0% | Added |
| Intrust Bank NA | 5,017 | $438.9K | 0.06% | −92−1.8% | Reduced |
| SYSTM Wealth Solutions LLC | 5,065 | $443.1K | 0.07% | −825−14.0% | Reduced |
| Isthmus Partners, LLC | 5,080 | $444.4K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,265 | $459.0K | 0.01% | +1,415+36.8% | Added |
| Keybank National Association | 5,348 | $467.9K | 0.00% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 5,689 | $497.7K | 0.12% | +1,791+45.9% | Added |
| PFS Investments Inc. | 5,912 | $504.0K | 0.01% | +2,210+59.7% | Added |
| Voloridge Investment Management, LLC | 5,766 | $504.5K | 0.00% | +3,155+120.8% | Added |
| Brookstone Capital Management | 5,593 | $506.8K | 0.01% | +200+3.7% | Added |
| Alpine Woods Capital Investors, LLC | 5,809 | $508.0K | 0.08% | −10−0.2% | Reduced |
| ProShare Advisors LLC | 5,981 | $523.3K | 0.00% | −4,265−41.6% | Reduced |
| Centiva Capital, LP | 6,257 | $547.4K | 0.03% | +6,257 | New |
| James Investment Research Inc | 6,335 | $554.0K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,461 | $565.3K | 0.01% | −5,847−47.5% | Reduced |
| Pictet Asset Management SA | 6,519 | $570.3K | 0.00% | +534+8.9% | Added |
| Naples Global Advisors, LLC | 6,795 | $594.5K | 0.07% | −640−8.6% | Reduced |
| Cresset Asset Management, LLC | 6,979 | $610.6K | 0.01% | +6,979 | New |
| Martingale Asset Management L P | 7,100 | $621.2K | 0.01% | −9,712−57.8% | Reduced |
| Amalgamated Bank | 7,165 | $627.0K | 0.01% | −1,046−12.7% | Reduced |
| Mariner, LLC | 7,167 | $627.0K | 0.00% | +833+13.2% | Added |
| AXA S.A. | 7,200 | $629.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,284 | $637.3K | 0.00% | −7,971−52.3% | Reduced |
| Empowered Funds, LLC | 7,400 | $647.4K | 0.04% | +91+1.2% | Added |
| Van Eck Associates Corp | 7,587 | $664.0K | 0.00% | +5,608+283.4% | Added |
| O'Shaughnessy Asset Management, LLC | 7,594 | $664.4K | 0.01% | −795−9.5% | Reduced |
| Integrated Investment Consultants, LLC | 7,648 | $669.1K | 0.21% | −160−2.0% | Reduced |
| State of Wisconsin Investment Board | 7,679 | $671.8K | 0.00% | +1,488+24.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,770 | $679.8K | 0.00% | +542+7.5% | Added |
| Beverly Hills Private Wealth, LLC | 7,810 | $683.3K | 0.21% | +1,324+20.4% | Added |
| Allspring Global Investments Holdings, LLC | 7,832 | $685.2K | 0.00% | −455−5.5% | Reduced |
| Commerce Bank | 7,942 | $694.8K | 0.01% | +179+2.3% | Added |
| Connable Office Inc | 7,995 | $699.5K | 0.10% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,158 | $714.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 8,233 | $720.4K | 0.10% | −174−2.1% | Reduced |
| Cetera Advisor Networks LLC | 8,338 | $729.5K | 0.01% | +475+6.0% | Added |
| Alberta Investment Management Corp | 8,350 | $730.5K | 0.01% | +8,350 | New |
| Equitable Trust Co | 8,721 | $763.0K | 0.06% | −1,069−10.9% | Reduced |
| Cubist Systematic Strategies, LLC | 9,006 | $787.9K | 0.01% | +2,395+36.2% | Added |
| Citigroup Inc | 9,165 | $801.8K | 0.00% | +379+4.3% | Added |
| TownSquare Capital, LLC | 9,738 | $852.0K | 0.02% | +1,742+21.8% | Added |
| Okabena Investment Services Inc | 5,999 | $857.6K | 0.61% | +5,814+3,142.7% | Added |
| Guggenheim Capital LLC | 10,466 | $915.7K | 0.01% | +1,229+13.3% | Added |
| Kingsview Wealth Management, LLC | 10,478 | $916.7K | 0.04% | +10,478 | New |
| Park Avenue Securities LLC | 10,792 | $944.0K | 0.02% | +796+8.0% | Added |
| Great West Life Assurance Co | 11,208 | $982.0K | 0.00% | +4,740+73.3% | Added |
| AQR Capital Management LLC | 11,268 | $985.8K | 0.00% | +2,259+25.1% | Added |
| Twinbeech Capital LP | 11,474 | $1.00M | 0.02% | +8,933+351.6% | Added |
| Teacher Retirement System of Texas | 11,575 | $1.01M | 0.01% | −7,485−39.3% | Reduced |
| Zurich Insurance Group Ltd | 11,900 | $1.04M | 0.01% | +11,900 | New |
| EFG Asset Management (North America) Corp. | 12,039 | $1.05M | 0.23% | −674−5.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,597 | $1.10M | 0.01% | +8,897+240.5% | Added |
| VELA Investment Management, LLC | 12,895 | $1.13M | 0.51% | +6,925+116.0% | Added |
| Ameritas Investment Partners, Inc. | 13,181 | $1.15M | 0.05% | −2,532−16.1% | Reduced |
| Prudential Financial Inc | 14,776 | $1.16M | 0.00% | −283−1.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,377 | $1.17M | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13,693 | $1.20M | 0.04% | +690+5.3% | Added |
| Atria Investments LLC | 13,965 | $1.22M | 0.02% | −1,450−9.4% | Reduced |
| Arizona State Retirement System | 14,444 | $1.26M | 0.01% | +430+3.1% | Added |
| Ensign Peak Advisors, Inc | 14,480 | $1.27M | 0.00% | +2,670+22.6% | Added |
| Geneos Wealth Management Inc. | 14,656 | $1.28M | 0.08% | −3,273−18.3% | Reduced |
| GWM Advisors LLC | 14,725 | $1.29M | 0.02% | +795+5.7% | Added |
| Prana Capital Management, LP | 14,841 | $1.30M | 0.11% | −17,552−54.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,846 | $1.30M | 0.00% | +1,681+12.8% | Added |
| Cannell Peter B & Co Inc | 15,320 | $1.34M | 0.05% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 16,378 | $1.43M | 0.78% | −349−2.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 16,863 | $1.48M | 0.38% | −60−0.4% | Reduced |
| MML Investors Services, LLC | 17,143 | $1.50M | 0.01% | −2,026−10.6% | Reduced |
| State Board of Administration of Florida Retirement System | 17,272 | $1.51M | 0.00% | +400+2.4% | Added |
| Renaissance Group LLC | 17,547 | $1.54M | 0.07% | −727−4.0% | Reduced |
| Davenport & Co LLC | 17,990 | $1.57M | 0.01% | +687+4.0% | Added |
| Brookfield Asset Management Inc. | 18,180 | $1.59M | 0.01% | −6,980−27.7% | Reduced |