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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.

Q2 2023 vs. Q1 2023

How the institutions holding Houlihan Lokey, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of HLI: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders3301331+2
Shares50.2M83850.0M−226.9K (−0.5%)
Value$4.40B$73.0K$4.92B+$516.9M (+11.7%)

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held Houlihan Lokey, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to HLI in Q2 2023
InstitutionSharesValue% of portfolio
Capital International Investors505,332$49.7M0.01%
Brown Advisory Inc367,505$36.1M0.06%
HRT Financial LP125,148$12.3M0.12%
Renaissance Technologies LLC57,900$5.69M0.01%
Edgestream Partners, L.P.35,111$3.45M0.31%
Treasurer of the State of North Carolina21,720$2.13M0.01%
HSBC Holdings PLC12,762$1.26M0.00%
Daiwa Securities Group Inc.12,651$1.24M0.01%
Y-Intercept (Hong Kong) Ltd10,564$1.04M0.11%
Verition Fund Management LLC8,854$870.4K0.01%
Natixis8,700$855.3K0.01%
Laurion Capital Management LP8,618$847.2K0.04%
Qube Research & Technologies Ltd8,416$827.4K0.00%
Dark Forest Capital Management LP8,216$807.7K0.08%
Integrated Wealth Concepts LLC8,196$805.7K0.01%
EA Series Trust7,641$751.2K0.03%
Jefferies Financial Group Inc.5,393$530.2K0.01%
LMR Partners LLP4,018$395.0K0.01%
Maryland State Retirement & Pension System3,928$386.2K0.01%
AIA Group Ltd3,785$372.1K0.02%
Old Mission Capital LLC3,717$365.4K0.01%
Bleakley Financial Group, LLC3,451$339.3K0.01%
Marshall Wace, LLP3,294$323.8K0.00%
Sawtooth Solutions, LLC3,264$320.9K0.01%
Trexquant Investment LP3,048$299.6K0.01%
Hilton Capital Management, LLC2,822$277.4K0.03%
Utah Retirement Systems2,700$265.4K0.00%
Lighthouse Investment Partners, LLC2,659$261.4K0.02%
Holocene Advisors, LP2,471$242.9K0.00%
Alpine Global Management, LLC2,410$236.9K0.07%
Symmetry Investments LP2,200$216.3K0.06%
Kestra Advisory Services, LLC2,180$214.3K0.00%
Cetera Investment Advisers2,163$212.6K0.00%
Vident Investment Advisory, LLC2,148$211.2K0.01%
Cassaday & Co Wealth Management LLC2,050$201.5K0.01%
Pinebridge Investments, L.P.533$52.4K0.00%
Aquatic Capital Management LLC400$39.0K0.00%
Kapitalo Investimentos Ltda336$33.0K0.01%
Cornerstone Planning Group LLC118$11.6K0.00%
Key Financial Inc67$6.59K0.00%
Toronto Dominion Bank45$4.00K0.00%
Salem Investment Counselors Inc40$3.93K0.00%
Cullen/Frost Bankers, Inc.30$2.95K0.00%
Atticus Wealth Management, LLC29$2.85K0.00%
Coppell Advisory Solutions LLC21$2.08K0.00%
Glass Jacobson Investment Advisors llc3$2950.00%

Sold out (44)

Institutions that held Houlihan Lokey, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of HLI in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Castleark Management LLC55,450$4.85M
Citadel Advisors LLC39,384$3.45M
Balyasny Asset Management LLC28,567$2.50M
HBK Investments L P22,512$1.97M
Mirae Asset Global Investments Co., Ltd.22,185$1.94M
Manufacturers Life Insurance Company, The20,219$1.77M
Brookfield Asset Management Inc.18,180$1.59M
Renaissance Group LLC17,547$1.54M
Prana Capital Management, LP14,841$1.30M
Twinbeech Capital LP11,474$1.00M
Kingsview Wealth Management, LLC10,478$916.7K
Cubist Systematic Strategies, LLC9,006$787.9K
Los Angeles Capital Management LLC7,284$637.3K
AXA S.A.7,200$629.9K
Martingale Asset Management L P7,100$621.2K
Walleye Capital LLC6,461$565.3K
ProShare Advisors LLC5,981$523.3K
Voloridge Investment Management, LLC5,766$504.5K
FDx Advisors, Inc.4,173$364.0K
Axq Capital, LP4,100$358.7K
Virtu Financial LLC3,791$332.0K
Miracle Mile Advisors, LLC3,683$322.2K
Nebula Research & Development LLC3,666$320.7K
Duality Advisers, LP3,339$292.1K
XTX Topco Ltd3,282$287.1K
Mackenzie Financial Corp3,188$278.9K
Dynamic Technology Lab Private Ltd3,090$270.0K
Regal Investment Advisors LLC2,758$241.3K
Metropolitan Life Insurance Co2,741$239.8K
Pinnacle Wealth Planning Services, Inc.2,383$208.5K
Jump Financial, LLC2,359$206.4K
Gladius Capital Management LP907$79.4K
Goldstream Capital Management Ltd721$63.1K
Jackson, Grant Investment Advisers, Inc.353$30.9K
Ellevest, Inc.303$26.5K
Belpointe Asset Management LLC296$25.9K
TCI Wealth Advisors, Inc.249$21.8K
Sageworth Trust Co130$11.4K
BerganKDV Wealth Management, LLC40$3.50K
Schubert & Co35$3.06K
Morton Brown Family Wealth, LLC23$2.01K
Accel Wealth Management14$1.24K
AdvisorNet Financial, Inc10$875
Avion Wealth5$0

Not filed for Q2 2023 yet (1)

Institutions that held Houlihan Lokey, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLI in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Householder Group Estate & Retirement Specialist, LLC838$73.0K