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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 2,753 | $270.6K | 0.01% | −88−3.1% | Reduced |
| Creative Planning | 2,803 | $275.6K | 0.00% | +435+18.4% | Added |
| Hilton Capital Management, LLC | 2,822 | $277.4K | 0.03% | +2,822 | New |
| AE Wealth Management LLC | 2,847 | $279.9K | 0.00% | +138+5.1% | Added |
| Capital Impact Advisors, LLC | 2,901 | $285.2K | 0.31% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,964 | $291.4K | 0.16% | +155+5.5% | Added |
| Riverwater Partners LLC | 2,983 | $293.3K | 0.26% | 00.0% | Unchanged |
| Trexquant Investment LP | 3,048 | $299.6K | 0.01% | +3,048 | New |
| Private Advisor Group, LLC | 3,078 | $307.3K | 0.00% | +122+4.1% | Added |
| J2 Capital Management Inc | 3,228 | $317.3K | 0.38% | −738−18.6% | Reduced |
| Sawtooth Solutions, LLC | 3,264 | $320.9K | 0.01% | +3,264 | New |
| Marshall Wace, LLP | 3,294 | $323.8K | 0.00% | +3,294 | New |
| First Bank & Trust | 3,361 | $330.4K | 0.08% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,420 | $336.2K | 0.01% | −229−6.3% | Reduced |
| Bleakley Financial Group, LLC | 3,451 | $339.3K | 0.01% | +3,451 | New |
| Hantz Financial Services, Inc. | 3,459 | $340.0K | 0.01% | +394+12.9% | Added |
| Pearl River Capital, LLC | 3,514 | $345.5K | 0.06% | +674+23.7% | Added |
| Old Mission Capital LLC | 3,717 | $365.4K | 0.01% | +3,717 | New |
| AIA Group Ltd | 3,785 | $372.1K | 0.02% | +3,785 | New |
| Yorktown Management & Research Co Inc | 3,850 | $378.5K | 0.41% | 00.0% | Unchanged |
| Wealth Alliance | 3,897 | $383.1K | 0.06% | +246+6.7% | Added |
| Maryland State Retirement & Pension System | 3,928 | $386.2K | 0.01% | +3,928 | New |
| State of Wisconsin Investment Board | 4,000 | $393.2K | 0.00% | −3,679−47.9% | Reduced |
| LMR Partners LLP | 4,018 | $395.0K | 0.01% | +4,018 | New |
| Summit Trail Advisors, LLC | 4,023 | $395.5K | 0.01% | −6−0.1% | Reduced |
| Keybank National Association | 4,033 | $396.5K | 0.00% | −1,315−24.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,150 | $408.0K | 0.00% | −8,447−67.1% | Reduced |
| Squarepoint Ops LLC | 4,432 | $435.7K | 0.00% | −14,157−76.2% | Reduced |
| Sendero Wealth Management, LLC | 4,592 | $451.4K | 0.10% | +733+19.0% | Added |
| Tower Research Capital LLC (TRC) | 4,596 | $451.8K | 0.02% | +2,562+126.0% | Added |
| Hamilton Capital Partners Inc. | 4,598 | $452.0K | 0.16% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,845 | $476.3K | 0.01% | +133+2.8% | Added |
| CAPROCK Group, Inc. | 4,869 | $478.7K | 0.04% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,887 | $480.0K | 0.07% | −922−15.9% | Reduced |
| Intrust Bank NA | 4,991 | $490.7K | 0.06% | −26−0.5% | Reduced |
| Isthmus Partners, LLC | 5,080 | $499.4K | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 5,176 | $508.9K | 0.02% | +358+7.4% | Added |
| Resources Management Corp | 5,288 | $520.0K | 0.08% | +4,688+781.3% | Added |
| Studio Investment Management LLC | 5,360 | $526.9K | 0.15% | +391+7.9% | Added |
| Jefferies Financial Group Inc. | 5,393 | $530.2K | 0.01% | +5,393 | New |
| Fulton Bank, N.A. | 5,419 | $532.7K | 0.03% | +440+8.8% | Added |
| Brookstone Capital Management | 5,776 | $550.2K | 0.01% | +183+3.3% | Added |
| Clifford Group, LLC | 5,930 | $583.0K | 0.63% | +1,262+27.0% | Added |
| Pictet Asset Management SA | 5,978 | $587.7K | 0.00% | −541−8.3% | Reduced |
| Deutsche Bank AG | 6,002 | $590.1K | 0.00% | −31,879−84.2% | Reduced |
| PFS Investments Inc. | 6,256 | $615.0K | 0.01% | +344+5.8% | Added |
| James Investment Research Inc | 6,338 | $623.1K | 0.08% | +30.0% | Added |
| Ameritas Investment Partners, Inc. | 6,800 | $668.5K | 0.03% | −6,381−48.4% | Reduced |
| Rockefeller Capital Management L.P. | 6,964 | $684.7K | 0.00% | +2,322+50.0% | Added |
| Commerce Bank | 6,978 | $686.0K | 0.01% | −964−12.1% | Reduced |
| Naples Global Advisors, LLC | 7,010 | $689.2K | 0.08% | +215+3.2% | Added |
| Linden Thomas Advisory Services, LLC | 7,048 | $692.9K | 0.15% | +1,359+23.9% | Added |
| Mariner, LLC | 7,251 | $712.9K | 0.00% | +84+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 7,310 | $718.6K | 0.01% | −284−3.7% | Reduced |
| Van Eck Associates Corp | 7,597 | $747.0K | 0.00% | +10+0.1% | Added |
| Empowered Funds, LLC | 7,641 | $751.2K | 0.03% | +241+3.3% | Added |
| EA Series Trust | 7,641 | $751.2K | 0.03% | +7,641 | New |
| Integrated Investment Consultants, LLC | 7,669 | $753.9K | 0.24% | +21+0.3% | Added |
| Amalgamated Bank | 7,780 | $765.0K | 0.01% | +615+8.6% | Added |
| Connable Office Inc | 7,995 | $786.0K | 0.11% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,158 | $802.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,196 | $805.7K | 0.01% | +8,196 | New |
| Dark Forest Capital Management LP | 8,216 | $807.7K | 0.08% | +8,216 | New |
| Qube Research & Technologies Ltd | 8,416 | $827.4K | 0.00% | +8,416 | New |
| Cetera Advisor Networks LLC | 8,455 | $831.2K | 0.01% | +117+1.4% | Added |
| Assenagon Asset Management S.A. | 8,569 | $842.4K | 0.00% | −15,152−63.9% | Reduced |
| Laurion Capital Management LP | 8,618 | $847.2K | 0.04% | +8,618 | New |
| Allspring Global Investments Holdings, LLC | 8,657 | $851.1K | 0.00% | +825+10.5% | Added |
| Natixis | 8,700 | $855.3K | 0.01% | +8,700 | New |
| Equitable Trust Co | 8,721 | $857.4K | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,788 | $863.9K | 0.00% | +1,018+13.1% | Added |
| Verition Fund Management LLC | 8,854 | $870.4K | 0.01% | +8,854 | New |
| FourThought Financial Partners, LLC | 8,957 | $880.6K | 0.12% | +724+8.8% | Added |
| Voya Investment Management LLC | 9,536 | $937.5K | 0.00% | −9,852−50.8% | Reduced |
| Guggenheim Capital LLC | 9,595 | $943.3K | 0.01% | −871−8.3% | Reduced |
| AQR Capital Management LLC | 9,815 | $964.9K | 0.00% | −1,453−12.9% | Reduced |
| Inceptionr LLC | 10,553 | $1.04M | 0.55% | −8,601−44.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,564 | $1.04M | 0.11% | +10,564 | New |
| Prudential Financial Inc | 13,364 | $1.05M | 0.00% | −1,412−9.6% | Reduced |
| TownSquare Capital, LLC | 10,655 | $1.05M | 0.02% | +917+9.4% | Added |
| Captrust Financial Advisors | 11,149 | $1.10M | 0.00% | +8,001+254.2% | Added |
| EFG Asset Management (North America) Corp. | 11,366 | $1.12M | 0.24% | −673−5.6% | Reduced |
| Park Avenue Securities LLC | 11,775 | $1.16M | 0.02% | +983+9.1% | Added |
| Teacher Retirement System of Texas | 11,810 | $1.16M | 0.01% | +235+2.0% | Added |
| Zurich Insurance Group Ltd | 11,900 | $1.17M | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,037 | $1.18M | 0.08% | −1,340−10.0% | Reduced |
| Cresset Asset Management, LLC | 12,092 | $1.19M | 0.01% | +5,113+73.3% | Added |
| Cannell Peter B & Co Inc | 12,245 | $1.20M | 0.04% | −3,075−20.1% | Reduced |
| Great West Life Assurance Co | 12,226 | $1.21M | 0.00% | +1,018+9.1% | Added |
| Daiwa Securities Group Inc. | 12,651 | $1.24M | 0.01% | +12,651 | New |
| HSBC Holdings PLC | 12,762 | $1.26M | 0.00% | +12,762 | New |
| VELA Investment Management, LLC | 12,895 | $1.27M | 0.59% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 12,960 | $1.27M | 0.00% | −1,520−10.5% | Reduced |
| Atria Investments LLC | 13,398 | $1.32M | 0.02% | −567−4.1% | Reduced |
| GWM Advisors LLC | 13,489 | $1.33M | 0.01% | −1,236−8.4% | Reduced |
| Arizona State Retirement System | 14,215 | $1.40M | 0.01% | −229−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,567 | $1.43M | 0.00% | −279−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 14,822 | $1.46M | 0.00% | −26,780−64.4% | Reduced |
| Illinois Municipal Retirement Fund | 14,881 | $1.46M | 0.03% | −4,083−21.5% | Reduced |
| Geneos Wealth Management Inc. | 15,555 | $1.53M | 0.08% | +899+6.1% | Added |