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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 18,589 | $1.63M | 0.01% | +9,532+105.2% | Added |
| CWM, LLC | 18,764 | $1.64M | 0.01% | −113−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 18,964 | $1.66M | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 19,154 | $1.68M | 0.54% | +19,154 | New |
| Voya Investment Management LLC | 19,388 | $1.70M | 0.00% | −103−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 20,219 | $1.77M | 0.00% | +116+0.6% | Added |
| Bank of Montreal | 20,331 | $1.81M | 0.00% | +861+4.4% | Added |
| Principal Financial Group Inc | 22,045 | $1.93M | 0.00% | −3,720−14.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,185 | $1.94M | 0.00% | +672+3.1% | Added |
| The PNC Financial Services Group, Inc. | 22,209 | $1.94M | 0.00% | −5,653−20.3% | Reduced |
| Regions Financial Corp | 22,212 | $1.94M | 0.02% | +597+2.8% | Added |
| HBK Investments L P | 22,512 | $1.97M | 0.07% | +22,512 | New |
| American Century Companies Inc | 22,567 | $1.97M | 0.00% | −16,150−41.7% | Reduced |
| Assenagon Asset Management S.A. | 23,721 | $2.08M | 0.01% | +23,721 | New |
| American International Group, Inc. | 24,527 | $2.15M | 0.01% | +864+3.7% | Added |
| Price T Rowe Associates Inc | 24,640 | $2.16M | 0.00% | +935+3.9% | Added |
| HighTower Advisors, LLC | 24,836 | $2.16M | 0.00% | −2,454−9.0% | Reduced |
| Harbor Advisors LLC | 25,000 | $2.19M | 0.51% | 00.0% | Unchanged |
| Barclays PLC | 25,720 | $2.25M | 0.00% | +2,660+11.5% | Added |
| MetLife Investment Management | 26,647 | $2.33M | 0.02% | +437+1.7% | Added |
| Whittier Trust Co | 26,848 | $2.35M | 0.04% | +420+1.6% | Added |
| First Republic Investment Management, Inc. | 27,198 | $2.38M | 0.01% | +529+2.0% | Added |
| US Bancorp | 27,774 | $2.43M | 0.00% | +859+3.2% | Added |
| Balyasny Asset Management LLC | 28,567 | $2.50M | 0.01% | +28,042+5,341.3% | Added |
| State of New Jersey Common Pension Fund D | 28,794 | $2.52M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 29,478 | $2.58M | 0.00% | +492+1.7% | Added |
| Janus Henderson Group PLC | 29,934 | $2.62M | 0.00% | +15,040+101.0% | Added |
| LPL Financial LLC | 29,935 | $2.62M | 0.00% | +2,484+9.0% | Added |
| D. E. Shaw & Co., Inc. | 29,954 | $2.62M | 0.00% | +7,574+33.8% | Added |
| PDT Partners, LLC | 29,961 | $2.62M | 0.36% | +17,353+137.6% | Added |
| Public Employees Retirement System of Ohio | 30,368 | $2.66M | 0.01% | +241+0.8% | Added |
| Millennium Management LLC | 32,711 | $2.86M | 0.00% | +30,187+1,196.0% | Added |
| Royal Bank of Canada | 33,582 | $2.94M | 0.00% | −19,450−36.7% | Reduced |
| Weil Company, Inc. | 37,677 | $3.30M | 1.50% | −2,040−5.1% | Reduced |
| Deutsche Bank AG | 37,881 | $3.31M | 0.00% | −304−0.8% | Reduced |
| Fiera Capital Corp | 38,215 | $3.34M | 0.01% | +442+1.2% | Added |
| Oppenheimer Asset Management Inc. | 38,265 | $3.35M | 0.05% | +68+0.2% | Added |
| Truist Financial Corp | 39,289 | $3.44M | 0.01% | −1,354−3.3% | Reduced |
| Susquehanna International Group, LLP | 39,298 | $3.44M | 0.01% | +34,161+665.0% | Added |
| Citadel Advisors LLC | 39,384 | $3.45M | 0.00% | −8,327−17.5% | Reduced |
| Victory Capital Management Inc | 40,181 | $3.52M | 0.00% | +18,984+89.6% | Added |
| Fifth Third Bancorp | 40,267 | $3.52M | 0.02% | +935+2.4% | Added |
| Mutual of America Capital Management LLC | 40,525 | $3.55M | 0.04% | −1,868−4.4% | Reduced |
| BNP Paribas Arbitrage, SA | 41,602 | $3.64M | 0.01% | +27,772+200.8% | Added |
| NFJ Investment Group, LLC | 42,766 | $3.74M | 0.10% | −133−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 44,385 | $3.88M | 0.04% | +44,385 | New |
| Grandeur Peak Global Advisors, LLC | 46,415 | $4.06M | 0.25% | +39,300+552.4% | Added |
| Man Group plc | – | $4.12M | 0.01% | – | – |
| Walled Lake Planning & Wealth Management, LLC | 47,572 | $4.16M | 2.18% | +2,622+5.8% | Added |
| FineMark National Bank & Trust | 48,059 | $4.20M | 0.18% | +2,220+4.8% | Added |
| Legal & General Group Plc | 50,553 | $4.42M | 0.00% | +2,065+4.3% | Added |
| Alps Advisors Inc | 50,994 | $4.46M | 0.04% | +5,612+12.4% | Added |
| Credit Suisse AG | 53,536 | $4.68M | 0.00% | +2,009+3.9% | Added |
| Castleark Management LLC | 55,450 | $4.85M | 0.24% | +55,450 | New |
| UBS Asset Management Americas Inc | 57,453 | $5.03M | 0.00% | +571+1.0% | Added |
| STRS Ohio | 58,300 | $5.10M | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 62,139 | $5.44M | 0.20% | −18,531−23.0% | Reduced |
| California State Teachers Retirement System | 62,700 | $5.49M | 0.01% | −481−0.8% | Reduced |
| Ergoteles LLC | 63,136 | $5.52M | 0.22% | +63,136 | New |
| Jane Street Group, LLC | 65,598 | $5.74M | 0.01% | +52,105+386.2% | Added |
| Stifel Financial Corp | 68,699 | $6.01M | 0.01% | +12,504+22.3% | Added |
| Crawford Investment Counsel Inc | 69,886 | $6.11M | 0.13% | −2,240−3.1% | Reduced |
| First Trust Advisors LP | 74,218 | $6.49M | 0.01% | −825,787−91.8% | Reduced |
| Raymond James & Associates | 76,109 | $6.66M | 0.01% | +6,474+9.3% | Added |
| Public Employees Retirement Association of Colorado | 77,018 | $6.74M | 0.03% | +71,011+1,182.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 80,648 | $7.06M | 2.25% | −1,489−1.8% | Reduced |
| Northwest & Ethical Investments L.P. | 85,105 | $7.45M | 0.25% | −17,405−17.0% | Reduced |
| Invesco Ltd. | 85,627 | $7.49M | 0.00% | −651−0.8% | Reduced |
| Pier Capital, LLC | 95,372 | $8.34M | 1.27% | −16,045−14.4% | Reduced |
| Rhumbline Advisers | 102,821 | $9.00M | 0.01% | +2,427+2.4% | Added |
| California Public Employees Retirement System | 105,758 | $9.25M | 0.01% | −15,533−12.8% | Reduced |
| Swiss National Bank | 107,536 | $9.41M | 0.01% | −12,300−10.3% | Reduced |
| Russell Investments Group, Ltd. | 109,429 | $9.57M | 0.02% | −38,735−26.1% | Reduced |
| West Coast Financial LLC | 112,834 | $9.87M | 1.51% | −1,710−1.5% | Reduced |
| Schroder Investment Management Group | 114,654 | $10.0M | 0.01% | −191,452−62.5% | Reduced |
| Great Lakes Advisors, LLC | 117,152 | $10.2M | 0.09% | +117,152 | New |
| Segall Bryant & Hamill, LLC | 122,596 | $10.7M | 0.12% | +1,530+1.3% | Added |
| GHP Investment Advisors, Inc. | 129,893 | $11.4M | 0.72% | +1,445+1.1% | Added |
| Montanaro Asset Management Ltd | 131,000 | $11.5M | 1.78% | 00.0% | Unchanged |
| Polen Capital Management LLC | 137,581 | $12.0M | 0.03% | −3,682−2.6% | Reduced |
| Nuveen Asset Management, LLC | 139,923 | $12.2M | 0.00% | −64,383−31.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 153,734 | $13.5M | 0.79% | −2,068−1.3% | Reduced |
| Eagle Asset Management Inc | 163,804 | $14.3M | 0.08% | +4,868+3.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,230 | $14.4M | 0.07% | +61,863+60.4% | Added |
| Flputnam Investment Management Co | 171,665 | $15.0M | 0.49% | −7,495−4.2% | Reduced |
| JPMorgan Chase & Co | 177,640 | $15.5M | 0.00% | +24,065+15.7% | Added |
| Emerald Advisers, LLC | 182,033 | $15.9M | 0.76% | −2,253−1.2% | Reduced |
| UBS Group AG | 200,029 | $17.5M | 0.01% | +242+0.1% | Added |
| Argent Capital Management LLC | 207,611 | $18.2M | 0.63% | +4,294+2.1% | Added |
| Royce & Associates LP | 245,439 | $21.5M | 0.21% | +30,700+14.3% | Added |
| Envestnet Asset Management Inc | 253,645 | $22.2M | 0.01% | +5,478+2.2% | Added |
| Vigilant Capital Management, LLC | 257,095 | $22.5M | 1.83% | +256,784+82,567.2% | Added |
| Ancora Advisors, LLC | 283,980 | $24.8M | 0.71% | +34,217+13.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 290,211 | $25.4M | 1.73% | +5,759+2.0% | Added |
| FIL Ltd | 315,147 | $27.6M | 0.03% | +261,219+484.4% | Added |
| Macquarie Group Ltd | 366,880 | $32.1M | 0.04% | +173,663+89.9% | Added |
| Bank of New York Mellon Corp | 373,725 | $32.7M | 0.01% | +4,606+1.2% | Added |
| Nordea Investment Management AB | 421,231 | $36.5M | 0.05% | −88,849−17.4% | Reduced |
| Wellington Management Group LLP | 425,248 | $37.2M | 0.01% | +123,069+40.7% | Added |
| New York State Common Retirement Fund | 428,773 | $37.5M | 0.05% | −9,494−2.2% | Reduced |