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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 2 | $197 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3 | $295 | 0.00% | +3 | New |
| Baker Avenue Asset Management, LP | 7 | $688 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $787 | 0.00% | −6−42.9% | Reduced |
| Manchester Capital Management LLC | 9 | $885 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $983 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 98 | $1.44K | 0.01% | +11+12.6% | Added |
| Tucker Asset Management LLC | 16 | $1.57K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 19 | $1.87K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 21 | $2.08K | 0.00% | +21 | New |
| Atticus Wealth Management, LLC | 29 | $2.85K | 0.00% | +29 | New |
| Cullen/Frost Bankers, Inc. | 30 | $2.95K | 0.00% | +30 | New |
| KB Financial Partners, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 33 | $3.25K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $3.44K | 0.00% | −12−25.5% | Reduced |
| Bellevue Asset Management, LLC | 36 | $3.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $3.74K | 0.00% | −3−7.3% | Reduced |
| Salem Investment Counselors Inc | 40 | $3.93K | 0.00% | +40 | New |
| Toronto Dominion Bank | 45 | $4.00K | 0.00% | +45 | New |
| Massmutual Trust Co FSB | 45 | $4.42K | 0.00% | −49−52.1% | Reduced |
| Larson Financial Group LLC | 49 | $4.82K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 50 | $4.92K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 56 | $5.50K | 0.00% | −133−70.4% | Reduced |
| Bokf, NA | 59 | $5.80K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 62 | $6.09K | 0.00% | −5,937−99.0% | Reduced |
| Key Financial Inc | 67 | $6.59K | 0.00% | +67 | New |
| SRS Capital Advisors, Inc. | 68 | $6.69K | 0.00% | −24−26.1% | Reduced |
| Private Trust Co NA | 70 | $6.88K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 75 | $7.37K | 0.00% | +42+127.3% | Added |
| Steward Partners Investment Advisory, LLC | 81 | $7.96K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 83 | $8.16K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 83 | $8.16K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $8.85K | 0.00% | −58−39.2% | Reduced |
| Bell Investment Advisors, Inc | 95 | $9.34K | 0.00% | −17−15.2% | Reduced |
| Global Financial Private Client, LLC | 97 | $9.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 98 | $9.63K | 0.00% | −10−9.3% | Reduced |
| Acima Private Wealth, LLC | 104 | $10.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 104 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 118 | $11.6K | 0.00% | +118 | New |
| Versant Capital Management, Inc | 120 | $11.8K | 0.00% | −89−42.6% | Reduced |
| Quadrant Capital Group LLC | 133 | $13.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 135 | $13.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 159 | $15.6K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 169 | $16.6K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $16.7K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 176 | $17.3K | 0.00% | +1+0.6% | Added |
| Farther Finance Advisors, LLC | 195 | $19.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $19.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 217 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 217 | $21.3K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 240 | $23.6K | 0.00% | −11−4.4% | Reduced |
| Eagle Bay Advisors LLC | 246 | $24.1K | 0.01% | +245+24,500.0% | Added |
| Signaturefd, LLC | 248 | $24.4K | 0.00% | −66−21.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 269 | $26.4K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 290 | $28.5K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $30.0K | 0.00% | −700−70.0% | Reduced |
| Kapitalo Investimentos Ltda | 336 | $33.0K | 0.01% | +336 | New |
| First Horizon Advisors, Inc. | 339 | $33.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $39.0K | 0.00% | +400 | New |
| Anchor Investment Management, LLC | 450 | $44.2K | 0.01% | −540−54.5% | Reduced |
| American International Group, Inc. | 478 | $47.0K | 0.00% | −24,049−98.1% | Reduced |
| Pinebridge Investments, L.P. | 533 | $52.4K | 0.00% | +533 | New |
| Ronald Blue Trust, Inc. | 633 | $56.0K | 0.00% | −4,632−88.0% | Reduced |
| Parallel Advisors, LLC | 574 | $56.4K | 0.00% | +8+1.4% | Added |
| Assetmark, Inc | 610 | $60.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 638 | $63.0K | 0.00% | +442+225.5% | Added |
| Global Retirement Partners, LLC | 644 | $63.3K | 0.00% | +7+1.1% | Added |
| Umb Bank N A | 645 | $63.4K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 834 | $82.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 843 | $82.9K | 0.01% | −167−16.5% | Reduced |
| Covestor Ltd | 1,010 | $99.0K | 0.08% | −787−43.8% | Reduced |
| MetLife Investment Management | 1,136 | $111.7K | 0.00% | −25,511−95.7% | Reduced |
| Ci Investments Inc. | 1,185 | $116.0K | 0.00% | +52+4.6% | Added |
| Huntington National Bank | 1,231 | $121.0K | 0.00% | +98+8.6% | Added |
| Johnson Financial Group, Inc. | 1,259 | $123.8K | 0.01% | −2,573−67.1% | Reduced |
| TD Private Client Wealth LLC | 1,490 | $146.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,502 | $147.7K | 0.02% | +24+1.6% | Added |
| State of Wyoming | 1,728 | $169.9K | 0.05% | +440+34.2% | Added |
| Nisa Investment Advisors, LLC | 1,728 | $169.9K | 0.00% | +648+60.0% | Added |
| SG Americas Securities, LLC | 1,733 | $170.0K | 0.00% | +113+7.0% | Added |
| Park Place Capital Corp | 1,790 | $176.0K | 0.05% | −74−4.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,050 | $201.5K | 0.01% | +2,050 | New |
| Proequities, Inc. | 2,107 | $207.1K | 0.02% | −661−23.9% | Reduced |
| Vident Investment Advisory, LLC | 2,148 | $211.2K | 0.01% | +2,148 | New |
| Cetera Investment Advisers | 2,163 | $212.6K | 0.00% | +2,163 | New |
| Kestra Advisory Services, LLC | 2,180 | $214.3K | 0.00% | +2,180 | New |
| Xponance, Inc. | 2,192 | $215.5K | 0.00% | −749−25.5% | Reduced |
| Symmetry Investments LP | 2,200 | $216.3K | 0.06% | +2,200 | New |
| Janney Montgomery Scott LLC | 2,241 | $220.0K | 0.00% | −220−8.9% | Reduced |
| Voya Financial Advisors, Inc. | 2,234 | $220.9K | 0.03% | −313−12.3% | Reduced |
| Brinker Capital Investments, LLC | 2,298 | $225.9K | 0.00% | −90−3.8% | Reduced |
| Orion Portfolio Solutions, LLC | 2,298 | $225.9K | 0.00% | −90−3.8% | Reduced |
| Sawgrass Asset Management LLC | 2,318 | $227.9K | 0.03% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 2,410 | $236.9K | 0.07% | +2,410 | New |
| SYSTM Wealth Solutions LLC | 2,436 | $239.5K | 0.03% | −2,629−51.9% | Reduced |
| Holocene Advisors, LP | 2,471 | $242.9K | 0.00% | +2,471 | New |
| Glenmede Trust Co NA | 2,843 | $248.7K | 0.00% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 2,659 | $261.4K | 0.02% | +2,659 | New |
| Utah Retirement Systems | 2,700 | $265.4K | 0.00% | +2,700 | New |