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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 29,961 | $2.62M | 0.36% | +17,353+137.6% | Added |
| D. E. Shaw & Co., Inc. | 29,954 | $2.62M | 0.00% | +7,574+33.8% | Added |
| LPL Financial LLC | 29,935 | $2.62M | 0.00% | +2,484+9.0% | Added |
| Janus Henderson Group PLC | 29,934 | $2.62M | 0.00% | +15,040+101.0% | Added |
| Advisor Group Holdings, Inc. | 29,478 | $2.58M | 0.00% | +492+1.7% | Added |
| State of New Jersey Common Pension Fund D | 28,794 | $2.52M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 28,567 | $2.50M | 0.01% | +28,042+5,341.3% | Added |
| US Bancorp | 27,774 | $2.43M | 0.00% | +859+3.2% | Added |
| First Republic Investment Management, Inc. | 27,198 | $2.38M | 0.01% | +529+2.0% | Added |
| Whittier Trust Co | 26,848 | $2.35M | 0.04% | +420+1.6% | Added |
| MetLife Investment Management | 26,647 | $2.33M | 0.02% | +437+1.7% | Added |
| Barclays PLC | 25,720 | $2.25M | 0.00% | +2,660+11.5% | Added |
| Harbor Advisors LLC | 25,000 | $2.19M | 0.51% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 24,836 | $2.16M | 0.00% | −2,454−9.0% | Reduced |
| Price T Rowe Associates Inc | 24,640 | $2.16M | 0.00% | +935+3.9% | Added |
| American International Group, Inc. | 24,527 | $2.15M | 0.01% | +864+3.7% | Added |
| Assenagon Asset Management S.A. | 23,721 | $2.08M | 0.01% | +23,721 | New |
| American Century Companies Inc | 22,567 | $1.97M | 0.00% | −16,150−41.7% | Reduced |
| HBK Investments L P | 22,512 | $1.97M | 0.07% | +22,512 | New |
| Regions Financial Corp | 22,212 | $1.94M | 0.02% | +597+2.8% | Added |
| The PNC Financial Services Group, Inc. | 22,209 | $1.94M | 0.00% | −5,653−20.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,185 | $1.94M | 0.00% | +672+3.1% | Added |
| Principal Financial Group Inc | 22,045 | $1.93M | 0.00% | −3,720−14.4% | Reduced |
| Bank of Montreal | 20,331 | $1.81M | 0.00% | +861+4.4% | Added |
| Manufacturers Life Insurance Company, The | 20,219 | $1.77M | 0.00% | +116+0.6% | Added |
| Voya Investment Management LLC | 19,388 | $1.70M | 0.00% | −103−0.5% | Reduced |
| Inceptionr LLC | 19,154 | $1.68M | 0.54% | +19,154 | New |
| Illinois Municipal Retirement Fund | 18,964 | $1.66M | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 18,764 | $1.64M | 0.01% | −113−0.6% | Reduced |
| Squarepoint Ops LLC | 18,589 | $1.63M | 0.01% | +9,532+105.2% | Added |
| Brookfield Asset Management Inc. | 18,180 | $1.59M | 0.01% | −6,980−27.7% | Reduced |
| Davenport & Co LLC | 17,990 | $1.57M | 0.01% | +687+4.0% | Added |
| Renaissance Group LLC | 17,547 | $1.54M | 0.07% | −727−4.0% | Reduced |
| State Board of Administration of Florida Retirement System | 17,272 | $1.51M | 0.00% | +400+2.4% | Added |
| MML Investors Services, LLC | 17,143 | $1.50M | 0.01% | −2,026−10.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 16,863 | $1.48M | 0.38% | −60−0.4% | Reduced |
| Taylor Frigon Capital Management LLC | 16,378 | $1.43M | 0.78% | −349−2.1% | Reduced |
| Cannell Peter B & Co Inc | 15,320 | $1.34M | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,846 | $1.30M | 0.00% | +1,681+12.8% | Added |
| Prana Capital Management, LP | 14,841 | $1.30M | 0.11% | −17,552−54.2% | Reduced |
| GWM Advisors LLC | 14,725 | $1.29M | 0.02% | +795+5.7% | Added |
| Geneos Wealth Management Inc. | 14,656 | $1.28M | 0.08% | −3,273−18.3% | Reduced |
| Ensign Peak Advisors, Inc | 14,480 | $1.27M | 0.00% | +2,670+22.6% | Added |
| Arizona State Retirement System | 14,444 | $1.26M | 0.01% | +430+3.1% | Added |
| Atria Investments LLC | 13,965 | $1.22M | 0.02% | −1,450−9.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,693 | $1.20M | 0.04% | +690+5.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,377 | $1.17M | 0.08% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,776 | $1.16M | 0.00% | −283−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 13,181 | $1.15M | 0.05% | −2,532−16.1% | Reduced |
| VELA Investment Management, LLC | 12,895 | $1.13M | 0.51% | +6,925+116.0% | Added |
| Schonfeld Strategic Advisors LLC | 12,597 | $1.10M | 0.01% | +8,897+240.5% | Added |
| EFG Asset Management (North America) Corp. | 12,039 | $1.05M | 0.23% | −674−5.3% | Reduced |
| Zurich Insurance Group Ltd | 11,900 | $1.04M | 0.01% | +11,900 | New |
| Teacher Retirement System of Texas | 11,575 | $1.01M | 0.01% | −7,485−39.3% | Reduced |
| Twinbeech Capital LP | 11,474 | $1.00M | 0.02% | +8,933+351.6% | Added |
| AQR Capital Management LLC | 11,268 | $985.8K | 0.00% | +2,259+25.1% | Added |
| Great West Life Assurance Co | 11,208 | $982.0K | 0.00% | +4,740+73.3% | Added |
| Park Avenue Securities LLC | 10,792 | $944.0K | 0.02% | +796+8.0% | Added |
| Kingsview Wealth Management, LLC | 10,478 | $916.7K | 0.04% | +10,478 | New |
| Guggenheim Capital LLC | 10,466 | $915.7K | 0.01% | +1,229+13.3% | Added |
| Okabena Investment Services Inc | 5,999 | $857.6K | 0.61% | +5,814+3,142.7% | Added |
| TownSquare Capital, LLC | 9,738 | $852.0K | 0.02% | +1,742+21.8% | Added |
| Citigroup Inc | 9,165 | $801.8K | 0.00% | +379+4.3% | Added |
| Cubist Systematic Strategies, LLC | 9,006 | $787.9K | 0.01% | +2,395+36.2% | Added |
| Equitable Trust Co | 8,721 | $763.0K | 0.06% | −1,069−10.9% | Reduced |
| Alberta Investment Management Corp | 8,350 | $730.5K | 0.01% | +8,350 | New |
| Cetera Advisor Networks LLC | 8,338 | $729.5K | 0.01% | +475+6.0% | Added |
| FourThought Financial Partners, LLC | 8,233 | $720.4K | 0.10% | −174−2.1% | Reduced |
| Handelsbanken Fonder AB | 8,158 | $714.0K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 7,995 | $699.5K | 0.10% | 00.0% | Unchanged |
| Commerce Bank | 7,942 | $694.8K | 0.01% | +179+2.3% | Added |
| Allspring Global Investments Holdings, LLC | 7,832 | $685.2K | 0.00% | −455−5.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,810 | $683.3K | 0.21% | +1,324+20.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,770 | $679.8K | 0.00% | +542+7.5% | Added |
| State of Wisconsin Investment Board | 7,679 | $671.8K | 0.00% | +1,488+24.0% | Added |
| Integrated Investment Consultants, LLC | 7,648 | $669.1K | 0.21% | −160−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,594 | $664.4K | 0.01% | −795−9.5% | Reduced |
| Van Eck Associates Corp | 7,587 | $664.0K | 0.00% | +5,608+283.4% | Added |
| Empowered Funds, LLC | 7,400 | $647.4K | 0.04% | +91+1.2% | Added |
| Los Angeles Capital Management LLC | 7,284 | $637.3K | 0.00% | −7,971−52.3% | Reduced |
| AXA S.A. | 7,200 | $629.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Martingale Asset Management L P | 7,100 | $621.2K | 0.01% | −9,712−57.8% | Reduced |
| Cresset Asset Management, LLC | 6,979 | $610.6K | 0.01% | +6,979 | New |
| Naples Global Advisors, LLC | 6,795 | $594.5K | 0.07% | −640−8.6% | Reduced |
| Pictet Asset Management SA | 6,519 | $570.3K | 0.00% | +534+8.9% | Added |
| Walleye Capital LLC | 6,461 | $565.3K | 0.01% | −5,847−47.5% | Reduced |
| James Investment Research Inc | 6,335 | $554.0K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,257 | $547.4K | 0.03% | +6,257 | New |
| ProShare Advisors LLC | 5,981 | $523.3K | 0.00% | −4,265−41.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 5,809 | $508.0K | 0.08% | −10−0.2% | Reduced |
| Brookstone Capital Management | 5,593 | $506.8K | 0.01% | +200+3.7% | Added |
| Voloridge Investment Management, LLC | 5,766 | $504.5K | 0.00% | +3,155+120.8% | Added |
| PFS Investments Inc. | 5,912 | $504.0K | 0.01% | +2,210+59.7% | Added |
| Linden Thomas Advisory Services, LLC | 5,689 | $497.7K | 0.12% | +1,791+45.9% | Added |
| Keybank National Association | 5,348 | $467.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,265 | $459.0K | 0.01% | +1,415+36.8% | Added |
| Isthmus Partners, LLC | 5,080 | $444.4K | 0.06% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 5,065 | $443.1K | 0.07% | −825−14.0% | Reduced |