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, Q2 2023
Institutional positions in Houlihan Lokey, Inc. as of Jun 30, 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
- 331
- +2 vs. Q1 2023
- Shares held
- 50.0M
- −226.9K (−0.5%) vs. Q1 2023
- Total value
- $4.92B
- +$516.9M (+11.7%) vs. Q1 2023
- New holders
- 46
- 104 more added
- Sold out
- 44
- 124 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,059,883 | $497.4M | 0.01% | −153,849−3.0% | Reduced |
| BlackRock Inc. | 3,149,880 | $309.7M | 0.01% | −867,764−21.6% | Reduced |
| Earnest Partners LLC | 3,088,671 | $303.6M | 1.70% | −606,834−16.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,742,448 | $269.6M | 0.76% | +47,178+1.8% | Added |
| Alliancebernstein L.P. | 2,567,219 | $252.4M | 0.10% | −296,314−10.3% | Reduced |
| Wellington Management Group LLP | 1,744,911 | $171.5M | 0.03% | +1,319,663+310.3% | Added |
| Burgundy Asset Management Ltd. | 1,630,486 | $160.3M | 1.89% | +40,710+2.6% | Added |
| T. Rowe Price Investment Management, Inc. | 1,358,599 | $133.6M | 0.09% | −10,458−0.8% | Reduced |
| Bamco Inc | 1,299,577 | $127.8M | 0.35% | +1,000+0.1% | Added |
| Clearbridge Investments, LLC | 1,178,039 | $115.8M | 0.10% | +2,973+0.3% | Added |
| Fiduciary Management Inc | 1,140,679 | $112.1M | 1.13% | +53,799+4.9% | Added |
| Bank of America Corp | 1,055,504 | $103.8M | 0.01% | −350,472−24.9% | Reduced |
| Neuberger Berman Group LLC | 1,047,607 | $103.0M | 0.09% | −32,540−3.0% | Reduced |
| Ameriprise Financial Inc | 960,843 | $94.5M | 0.03% | +5,795+0.6% | Added |
| Millennium Management LLC | 902,664 | $88.7M | 0.09% | +869,953+2,659.5% | Added |
| FMR LLC | 887,428 | $87.2M | 0.01% | +119,195+15.5% | Added |
| Thrivent Financial for Lutherans | 873,628 | $85.9M | 0.20% | +36,961+4.4% | Added |
| Morgan Stanley | 873,040 | $85.8M | 0.01% | −42,610−4.7% | Reduced |
| State Street Corp | 846,988 | $83.3M | 0.00% | −270,289−24.2% | Reduced |
| Geode Capital Management, LLC | 767,859 | $75.5M | 0.01% | −220,286−22.3% | Reduced |
| Van Berkom & Associates Inc. | 733,427 | $72.1M | 2.62% | −9,290−1.3% | Reduced |
| Dimensional Fund Advisors LP | 695,737 | $68.4M | 0.02% | +3,747+0.5% | Added |
| GW&K Investment Management, LLC | 632,085 | $62.1M | 0.59% | −6,599−1.0% | Reduced |
| Wells Fargo & Company | 590,799 | $58.1M | 0.02% | −72,583−10.9% | Reduced |
| Norges Bank | 553,567 | $54.4M | 0.01% | −66,383−10.7% | Reduced |
| Natixis Advisors, L.P. | 506,872 | $49.8M | 0.15% | +36,859+7.8% | Added |
| Capital International Investors | 505,332 | $49.7M | 0.01% | +505,332 | New |
| Franklin Resources Inc | 486,093 | $47.8M | 0.02% | −679−0.1% | Reduced |
| Northern Trust Corp | 483,575 | $47.5M | 0.01% | −253,655−34.4% | Reduced |
| SEI Investments Co | 442,134 | $43.5M | 0.08% | −96,191−17.9% | Reduced |
| Nordea Investment Management AB | 412,432 | $40.5M | 0.06% | −8,799−2.1% | Reduced |
| FIL Ltd | 401,315 | $39.5M | 0.04% | +86,168+27.3% | Added |
| Goldman Sachs Group Inc | 392,392 | $38.6M | 0.01% | −41,135−9.5% | Reduced |
| Charles Schwab Investment Management Inc | 376,580 | $37.0M | 0.01% | −104,654−21.7% | Reduced |
| Jennison Associates LLC | 374,227 | $36.8M | 0.03% | −96,932−20.6% | Reduced |
| Macquarie Group Ltd | 371,138 | $36.5M | 0.04% | +4,258+1.2% | Added |
| Brown Advisory Inc | 367,505 | $36.1M | 0.06% | +367,505 | New |
| Bank of New York Mellon Corp | 329,223 | $32.4M | 0.01% | −44,502−11.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 294,619 | $29.0M | 1.86% | +4,408+1.5% | Added |
| Ancora Advisors, LLC | 282,679 | $27.8M | 0.73% | −1,301−0.5% | Reduced |
| Vigilant Capital Management, LLC | 266,093 | $26.2M | 1.96% | +8,998+3.5% | Added |
| Envestnet Asset Management Inc | 265,594 | $26.1M | 0.01% | +11,949+4.7% | Added |
| Royce & Associates LP | 236,439 | $23.2M | 0.23% | −9,000−3.7% | Reduced |
| Argent Capital Management LLC | 199,043 | $19.6M | 0.63% | −8,568−4.1% | Reduced |
| Emerald Advisers, LLC | 182,103 | $17.9M | 0.78% | +700.0% | Added |
| Susquehanna International Group, LLP | 175,292 | $17.2M | 0.03% | +135,994+346.1% | Added |
| UBS Group AG | 173,899 | $17.1M | 0.01% | −26,130−13.1% | Reduced |
| Flputnam Investment Management Co | 171,296 | $16.8M | 0.46% | −369−0.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,230 | $16.1M | 0.07% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 153,734 | $15.1M | 0.82% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 139,224 | $13.7M | 0.08% | −24,580−15.0% | Reduced |
| Montanaro Asset Management Ltd | 139,000 | $13.7M | 2.16% | +8,000+6.1% | Added |
| GHP Investment Advisors, Inc. | 133,437 | $13.6M | 0.80% | +3,544+2.7% | Added |
| Polen Capital Management LLC | 130,892 | $12.9M | 0.03% | −6,689−4.9% | Reduced |
| HRT Financial LP | 125,148 | $12.3M | 0.12% | +125,148 | New |
| D. E. Shaw & Co., Inc. | 124,176 | $12.2M | 0.02% | +94,222+314.6% | Added |
| Segall Bryant & Hamill, LLC | 123,165 | $12.1M | 0.13% | +569+0.5% | Added |
| New York State Common Retirement Fund | 122,429 | $12.0M | 0.02% | −306,344−71.4% | Reduced |
| Great Lakes Advisors, LLC | 117,960 | $11.6M | 0.12% | +808+0.7% | Added |
| Schroder Investment Management Group | 114,384 | $11.2M | 0.02% | −270−0.2% | Reduced |
| West Coast Financial LLC | 112,982 | $11.1M | 1.57% | +148+0.1% | Added |
| Jane Street Group, LLC | 112,850 | $11.1M | 0.02% | +47,252+72.0% | Added |
| Swiss National Bank | 110,136 | $10.8M | 0.01% | +2,600+2.4% | Added |
| JPMorgan Chase & Co | 108,813 | $10.7M | 0.00% | −68,827−38.7% | Reduced |
| Russell Investments Group, Ltd. | 102,736 | $10.1M | 0.02% | −6,693−6.1% | Reduced |
| Rhumbline Advisers | 101,485 | $9.98M | 0.01% | −1,336−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 98,871 | $9.72M | 0.05% | +21,853+28.4% | Added |
| California Public Employees Retirement System | 98,825 | $9.72M | 0.01% | −6,933−6.6% | Reduced |
| Pier Capital, LLC | 97,687 | $9.60M | 1.38% | +2,315+2.4% | Added |
| Nuveen Asset Management, LLC | 92,656 | $9.11M | 0.00% | −47,267−33.8% | Reduced |
| Grandeur Peak Global Advisors, LLC | 87,430 | $8.60M | 0.59% | +41,015+88.4% | Added |
| Northwest & Ethical Investments L.P. | 85,105 | $8.37M | 0.27% | 00.0% | Unchanged |
| Raymond James & Associates | 83,072 | $8.17M | 0.01% | +6,963+9.1% | Added |
| Legal & General Group Plc | 82,127 | $8.07M | 0.00% | +31,574+62.5% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 81,680 | $8.03M | 2.38% | +1,032+1.3% | Added |
| Public Employees Retirement System of Ohio | 77,619 | $7.63M | 0.03% | +47,251+155.6% | Added |
| Alps Advisors Inc | 74,016 | $7.28M | 0.06% | +23,022+45.1% | Added |
| Crawford Investment Counsel Inc | 68,836 | $6.77M | 0.14% | −1,050−1.5% | Reduced |
| Invesco Ltd. | 68,223 | $6.71M | 0.00% | −17,404−20.3% | Reduced |
| Stifel Financial Corp | 67,609 | $6.65M | 0.01% | −1,090−1.6% | Reduced |
| Ergoteles LLC | 66,085 | $6.50M | 0.31% | +2,949+4.7% | Added |
| Credit Suisse AG | 63,520 | $6.24M | 0.01% | +9,984+18.6% | Added |
| California State Teachers Retirement System | 61,215 | $6.02M | 0.01% | −1,485−2.4% | Reduced |
| Renaissance Technologies LLC | 57,900 | $5.69M | 0.01% | +57,900 | New |
| Man Group plc | 56,329 | $5.54M | 0.02% | – | – |
| Whittier Trust Co | 52,500 | $5.16M | 0.09% | +25,652+95.5% | Added |
| UBS Asset Management Americas Inc | 57,453 | $5.03M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 49,532 | $4.87M | 0.01% | −24,686−33.3% | Reduced |
| FineMark National Bank & Trust | 47,910 | $4.71M | 0.19% | −149−0.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 47,748 | $4.69M | 2.28% | +176+0.4% | Added |
| STRS Ohio | 46,600 | $4.58M | 0.02% | −11,700−20.1% | Reduced |
| Victory Capital Management Inc | 46,595 | $4.58M | 0.01% | +6,414+16.0% | Added |
| Vestcor Inc | 45,534 | $4.48M | 0.16% | −16,605−26.7% | Reduced |
| NFJ Investment Group, LLC | 42,745 | $4.20M | 0.11% | −210.0% | Reduced |
| Barclays PLC | 42,606 | $4.19M | 0.00% | +16,886+65.7% | Added |
| Centiva Capital, LP | 40,999 | $4.03M | 0.20% | +34,742+555.3% | Added |
| Truist Financial Corp | 40,648 | $4.00M | 0.01% | +1,359+3.5% | Added |
| Mutual of America Capital Management LLC | 37,648 | $3.70M | 0.04% | −2,877−7.1% | Reduced |
| Oppenheimer Asset Management Inc. | 37,619 | $3.70M | 0.05% | −646−1.7% | Reduced |
| Weil Company, Inc. | 37,481 | $3.68M | 1.64% | −196−0.5% | Reduced |