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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 5,017 | $438.9K | 0.06% | −92−1.8% | Reduced |
| Fulton Bank, N.A. | 4,979 | $435.6K | 0.02% | +410+9.0% | Added |
| Studio Investment Management LLC | 4,969 | $434.7K | 0.13% | +4,969 | New |
| CAPROCK Group, Inc. | 4,869 | $426.0K | 0.03% | +4,869 | New |
| JustInvest LLC | 4,818 | $421.6K | 0.01% | +673+16.2% | Added |
| Moneta Group Investment Advisors LLC | 4,712 | $412.3K | 0.01% | +679+16.8% | Added |
| Clifford Group, LLC | 4,668 | $408.4K | 0.50% | +186+4.1% | Added |
| Rockefeller Capital Management L.P. | 4,642 | $406.0K | 0.00% | +434+10.3% | Added |
| Hamilton Capital Partners Inc. | 4,598 | $402.3K | 0.15% | −4,438−49.1% | Reduced |
| FDx Advisors, Inc. | 4,173 | $364.0K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 4,100 | $358.7K | 0.14% | +4,100 | New |
| Summit Trail Advisors, LLC | 4,029 | $352.5K | 0.01% | +472+13.3% | Added |
| J2 Capital Management Inc | 3,966 | $347.0K | 0.54% | +1,227+44.8% | Added |
| Sendero Wealth Management, LLC | 3,859 | $337.6K | 0.10% | +650+20.3% | Added |
| Yorktown Management & Research Co Inc | 3,850 | $336.8K | 0.36% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,832 | $335.3K | 0.02% | +3,832 | New |
| Virtu Financial LLC | 3,791 | $332.0K | 0.04% | +3,791 | New |
| Miracle Mile Advisors, LLC | 3,683 | $322.2K | 0.01% | −293−7.4% | Reduced |
| Nebula Research & Development LLC | 3,666 | $320.7K | 0.57% | +3,666 | New |
| Wealth Alliance | 3,651 | $319.4K | 0.05% | +671+22.5% | Added |
| Vestmark Advisory Solutions, Inc. | 3,649 | $319.3K | 0.01% | +10+0.3% | Added |
| First Bank & Trust | 3,361 | $294.1K | 0.08% | −138−3.9% | Reduced |
| Duality Advisers, LP | 3,339 | $292.1K | 0.03% | −78−2.3% | Reduced |
| XTX Topco Ltd | 3,282 | $287.1K | 0.06% | +3,282 | New |
| Mackenzie Financial Corp | 3,188 | $278.9K | 0.00% | −900−22.0% | Reduced |
| Captrust Financial Advisors | 3,148 | $275.4K | 0.00% | +241+8.3% | Added |
| Dynamic Technology Lab Private Ltd | 3,090 | $270.0K | 0.02% | −8,460−73.2% | Reduced |
| Hantz Financial Services, Inc. | 3,065 | $268.0K | 0.01% | +780+34.1% | Added |
| Riverwater Partners LLC | 2,983 | $261.0K | 0.24% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,956 | $258.6K | 0.00% | +7+0.2% | Added |
| Xponance, Inc. | 2,941 | $257.3K | 0.00% | +77+2.7% | Added |
| Capital Impact Advisors, LLC | 2,901 | $253.8K | 0.31% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,843 | $248.7K | 0.00% | +54+1.9% | Added |
| Advisory Services Network, LLC | 2,841 | $248.6K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 2,840 | $248.5K | 0.04% | −2,112−42.6% | Reduced |
| Stephenson National Bank & Trust | 2,809 | $245.8K | 0.15% | +793+39.3% | Added |
| Proequities, Inc. | 2,768 | $242.2K | 0.02% | −62−2.2% | Reduced |
| Regal Investment Advisors LLC | 2,758 | $241.3K | 0.02% | +2,758 | New |
| Metropolitan Life Insurance Co | 2,741 | $239.8K | 0.01% | −350−11.3% | Reduced |
| AE Wealth Management LLC | 2,709 | $237.0K | 0.00% | −343−11.2% | Reduced |
| Voya Financial Advisors, Inc. | 2,547 | $219.8K | 0.03% | −203−7.4% | Reduced |
| Janney Montgomery Scott LLC | 2,461 | $215.0K | 0.00% | +103+4.4% | Added |
| Brinker Capital Investments, LLC | 2,388 | $208.9K | 0.00% | −56−2.3% | Reduced |
| Orion Portfolio Solutions, LLC | 2,388 | $208.9K | 0.00% | +2,388 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,383 | $208.5K | 0.03% | +2,383 | New |
| Creative Planning | 2,368 | $207.2K | 0.00% | +2,368 | New |
| Jump Financial, LLC | 2,359 | $206.4K | 0.01% | +2,359 | New |
| Sawgrass Asset Management LLC | 2,318 | $202.8K | 0.03% | −1,396−37.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,034 | $178.0K | 0.01% | +1,829+892.2% | Added |
| Park Place Capital Corp | 1,864 | $163.1K | 0.05% | +46+2.5% | Added |
| Covestor Ltd | 1,797 | $157.0K | 0.14% | −410−18.6% | Reduced |
| SG Americas Securities, LLC | 1,620 | $142.0K | 0.00% | −1,241−43.4% | Reduced |
| TD Private Client Wealth LLC | 1,490 | $130.4K | 0.01% | +1,146+333.1% | Added |
| Harbor Investment Advisory, LLC | 1,478 | $129.3K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,288 | $112.7K | 0.04% | +4+0.3% | Added |
| Huntington National Bank | 1,133 | $99.1K | 0.00% | −176−13.4% | Reduced |
| Ci Investments Inc. | 1,133 | $99.0K | 0.00% | +16+1.4% | Added |
| Nisa Investment Advisors, LLC | 1,080 | $94.0K | 0.00% | −150−12.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,010 | $88.4K | 0.01% | +18+1.8% | Added |
| Anchor Investment Management, LLC | 990 | $86.6K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,000 | $86.0K | 0.00% | −50−4.8% | Reduced |
| Gladius Capital Management LP | 907 | $79.4K | 0.02% | −60−6.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 838 | $73.0K | 0.03% | +838 | New |
| Robeco Institutional Asset Management B.V. | 834 | $73.0K | 0.00% | +834 | New |
| Resources Management Corp | 600 | $65.0K | 0.01% | −4,710−88.7% | Reduced |
| Goldstream Capital Management Ltd | 721 | $63.1K | 0.07% | +721 | New |
| Umb Bank N A | 645 | $56.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 637 | $55.7K | 0.00% | +115+22.0% | Added |
| Assetmark, Inc | 610 | $53.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 566 | $49.5K | 0.00% | −1−0.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 353 | $30.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 339 | $29.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 314 | $27.5K | 0.00% | −6−1.9% | Reduced |
| Ellevest, Inc. | 303 | $26.5K | 0.00% | +7+2.4% | Added |
| Belpointe Asset Management LLC | 296 | $25.9K | 0.00% | −4−1.3% | Reduced |
| Column Capital Advisors, LLC | 290 | $25.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 269 | $23.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 251 | $22.0K | 0.00% | +10+4.1% | Added |
| TCI Wealth Advisors, Inc. | 249 | $21.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 217 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 217 | $19.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 209 | $18.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 195 | $17.1K | 0.00% | +33+20.4% | Added |
| Bessemer Group Inc | 196 | $17.0K | 0.00% | −232−54.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 189 | $16.5K | 0.00% | +19+11.2% | Added |
| BDO Wealth Advisors, LLC | 175 | $15.3K | 0.00% | +1+0.6% | Added |
| Nomura Asset Management Co Ltd | 170 | $14.9K | 0.00% | +170 | New |
| Ameliora Wealth Management Ltd. | 169 | $14.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 159 | $13.9K | 0.00% | +19+13.6% | Added |
| Allworth Financial LP | 148 | $12.9K | 0.00% | +96+184.6% | Added |
| Lindbrook Capital, LLC | 135 | $11.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 133 | $11.6K | 0.00% | −76−36.4% | Reduced |
| Sageworth Trust Co | 130 | $11.4K | 0.00% | +130 | New |
| Bell Investment Advisors, Inc | 112 | $9.80K | 0.00% | −43−27.7% | Reduced |
| Spire Wealth Management | 108 | $9.45K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 104 | $9.10K | 0.00% | +104 | New |
| Acima Private Wealth, LLC | 104 | $9.10K | 0.00% | +104 | New |
| Global Financial Private Client, LLC | 97 | $8.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $8.22K | 0.00% | 00.0% | Unchanged |