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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 92 | $8.05K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 83 | $7.26K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 83 | $7.26K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 81 | $7.09K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 70 | $6.12K | 0.00% | −70−50.0% | Reduced |
| Bogart Wealth, LLC | 61 | $5.34K | 0.00% | +53+662.5% | Added |
| Bokf, NA | 59 | $5.16K | 0.00% | −17,401−99.7% | Reduced |
| First Manhattan Co | 50 | $4.37K | 0.00% | +50 | New |
| Larson Financial Group LLC | 49 | $4.29K | 0.00% | +49 | New |
| Glassman Wealth Services | 47 | $4.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $3.59K | 0.00% | +1+2.5% | Added |
| BerganKDV Wealth Management, LLC | 40 | $3.50K | 0.00% | +40 | New |
| Bellevue Asset Management, LLC | 36 | $3.15K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 35 | $3.06K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 33 | $2.89K | 0.00% | −68−67.3% | Reduced |
| Brown Brothers Harriman & Co | 33 | $2.89K | 0.00% | +33 | New |
| Morton Brown Family Wealth, LLC | 23 | $2.01K | 0.00% | +23 | New |
| Denali Advisors LLC | 19 | $1.66K | 0.00% | +5+35.7% | Added |
| Tucker Asset Management LLC | 16 | $1.40K | 0.00% | −3−15.8% | Reduced |
| Accel Wealth Management | 14 | $1.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.23K | 0.00% | +1+7.7% | Added |
| Disciplined Investments, LLC | 10 | $875 | 0.00% | −3−23.1% | Reduced |
| AdvisorNet Financial, Inc | 10 | $875 | 0.00% | −2−16.7% | Reduced |
| Manchester Capital Management LLC | 9 | $788 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $612 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $175 | 0.00% | −1−33.3% | Reduced |
| Eagle Bay Advisors LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 87 | $3 | 0.00% | +87 | New |
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −81,500−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −68,739−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −59,500−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −41,076−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −30,600−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −21,977−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −12,162−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,119−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −11,280−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −11,123−100.0% | Sold out |
| Lifestyle Asset Management, Inc. | 0 | $0 | 0.00% | −11,077−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −10,572−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −8,562−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,968−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −6,458−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −5,716−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,225−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −3,999−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −3,902−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −3,355−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −2,561−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −2,524−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,424−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −818−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| YorkBridge Wealth Partners, LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |