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 |
|---|---|---|---|---|---|
| Taylor Frigon Capital Management LLC | 15,797 | $1.55M | 0.76% | −581−3.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 15,529 | $1.56M | 0.26% | +7,719+98.8% | Added |
| Principal Financial Group Inc | 16,242 | $1.60M | 0.00% | −5,803−26.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 16,843 | $1.66M | 0.40% | −20−0.1% | Reduced |
| CWM, LLC | 17,776 | $1.75M | 0.01% | −988−5.3% | Reduced |
| Davenport & Co LLC | 17,974 | $1.77M | 0.01% | −16−0.1% | Reduced |
| Bank of Montreal | 18,431 | $1.82M | 0.00% | −1,900−9.3% | Reduced |
| First Republic Investment Management, Inc. | 18,909 | $1.86M | 0.01% | −8,289−30.5% | Reduced |
| American Century Companies Inc | 19,053 | $1.87M | 0.00% | −3,514−15.6% | Reduced |
| Alberta Investment Management Corp | 19,119 | $1.88M | 0.02% | +10,769+129.0% | Added |
| The PNC Financial Services Group, Inc. | 20,174 | $1.98M | 0.00% | −2,035−9.2% | Reduced |
| MML Investors Services, LLC | 20,866 | $2.05M | 0.01% | +3,723+21.7% | Added |
| Treasurer of the State of North Carolina | 21,720 | $2.13M | 0.01% | +21,720 | New |
| State Board of Administration of Florida Retirement System | 22,113 | $2.17M | 0.00% | +4,841+28.0% | Added |
| Regions Financial Corp | 22,263 | $2.19M | 0.02% | +51+0.2% | Added |
| Price T Rowe Associates Inc | 22,519 | $2.21M | 0.00% | −2,121−8.6% | Reduced |
| Citigroup Inc | 23,735 | $2.33M | 0.00% | +14,570+159.0% | Added |
| Janus Henderson Group PLC | 24,149 | $2.37M | 0.00% | −5,785−19.3% | Reduced |
| HighTower Advisors, LLC | 24,897 | $2.45M | 0.00% | +61+0.2% | Added |
| Harbor Advisors LLC | 25,000 | $2.46M | 0.52% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 27,220 | $2.68M | 0.09% | +13,527+98.8% | Added |
| State of New Jersey Common Pension Fund D | 28,794 | $2.83M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 29,020 | $2.85M | 0.00% | +1,246+4.5% | Added |
| Advisor Group Holdings, Inc. | 29,724 | $2.92M | 0.01% | +246+0.8% | Added |
| Royal Bank of Canada | 29,854 | $2.94M | 0.00% | −3,728−11.1% | Reduced |
| PDT Partners, LLC | 29,957 | $2.95M | 0.41% | −40.0% | Reduced |
| LPL Financial LLC | 30,919 | $3.04M | 0.00% | +984+3.3% | Added |
| ExodusPoint Capital Management, LP | 34,754 | $3.42M | 0.04% | −9,631−21.7% | Reduced |
| Edgestream Partners, L.P. | 35,111 | $3.45M | 0.31% | +35,111 | New |
| Fiera Capital Corp | 36,032 | $3.54M | 0.01% | −2,183−5.7% | Reduced |
| Fifth Third Bancorp | 36,363 | $3.57M | 0.02% | −3,904−9.7% | Reduced |
| Weil Company, Inc. | 37,481 | $3.68M | 1.64% | −196−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 37,619 | $3.70M | 0.05% | −646−1.7% | Reduced |
| Mutual of America Capital Management LLC | 37,648 | $3.70M | 0.04% | −2,877−7.1% | Reduced |
| Truist Financial Corp | 40,648 | $4.00M | 0.01% | +1,359+3.5% | Added |
| Centiva Capital, LP | 40,999 | $4.03M | 0.20% | +34,742+555.3% | Added |
| Barclays PLC | 42,606 | $4.19M | 0.00% | +16,886+65.7% | Added |
| NFJ Investment Group, LLC | 42,745 | $4.20M | 0.11% | −210.0% | Reduced |
| Vestcor Inc | 45,534 | $4.48M | 0.16% | −16,605−26.7% | Reduced |
| Victory Capital Management Inc | 46,595 | $4.58M | 0.01% | +6,414+16.0% | Added |
| STRS Ohio | 46,600 | $4.58M | 0.02% | −11,700−20.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 47,748 | $4.69M | 2.28% | +176+0.4% | Added |
| FineMark National Bank & Trust | 47,910 | $4.71M | 0.19% | −149−0.3% | Reduced |
| First Trust Advisors LP | 49,532 | $4.87M | 0.01% | −24,686−33.3% | Reduced |
| UBS Asset Management Americas Inc | 57,453 | $5.03M | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 52,500 | $5.16M | 0.09% | +25,652+95.5% | Added |
| Man Group plc | 56,329 | $5.54M | 0.02% | – | – |
| Renaissance Technologies LLC | 57,900 | $5.69M | 0.01% | +57,900 | New |
| California State Teachers Retirement System | 61,215 | $6.02M | 0.01% | −1,485−2.4% | Reduced |
| Credit Suisse AG | 63,520 | $6.24M | 0.01% | +9,984+18.6% | Added |
| Ergoteles LLC | 66,085 | $6.50M | 0.31% | +2,949+4.7% | Added |
| Stifel Financial Corp | 67,609 | $6.65M | 0.01% | −1,090−1.6% | Reduced |
| Invesco Ltd. | 68,223 | $6.71M | 0.00% | −17,404−20.3% | Reduced |
| Crawford Investment Counsel Inc | 68,836 | $6.77M | 0.14% | −1,050−1.5% | Reduced |
| Alps Advisors Inc | 74,016 | $7.28M | 0.06% | +23,022+45.1% | Added |
| Public Employees Retirement System of Ohio | 77,619 | $7.63M | 0.03% | +47,251+155.6% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 81,680 | $8.03M | 2.38% | +1,032+1.3% | Added |
| Legal & General Group Plc | 82,127 | $8.07M | 0.00% | +31,574+62.5% | Added |
| Raymond James & Associates | 83,072 | $8.17M | 0.01% | +6,963+9.1% | Added |
| Northwest & Ethical Investments L.P. | 85,105 | $8.37M | 0.27% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 87,430 | $8.60M | 0.59% | +41,015+88.4% | Added |
| Nuveen Asset Management, LLC | 92,656 | $9.11M | 0.00% | −47,267−33.8% | Reduced |
| Pier Capital, LLC | 97,687 | $9.60M | 1.38% | +2,315+2.4% | Added |
| California Public Employees Retirement System | 98,825 | $9.72M | 0.01% | −6,933−6.6% | Reduced |
| Public Employees Retirement Association of Colorado | 98,871 | $9.72M | 0.05% | +21,853+28.4% | Added |
| Rhumbline Advisers | 101,485 | $9.98M | 0.01% | −1,336−1.3% | Reduced |
| Russell Investments Group, Ltd. | 102,736 | $10.1M | 0.02% | −6,693−6.1% | Reduced |
| JPMorgan Chase & Co | 108,813 | $10.7M | 0.00% | −68,827−38.7% | Reduced |
| Swiss National Bank | 110,136 | $10.8M | 0.01% | +2,600+2.4% | Added |
| Jane Street Group, LLC | 112,850 | $11.1M | 0.02% | +47,252+72.0% | Added |
| West Coast Financial LLC | 112,982 | $11.1M | 1.57% | +148+0.1% | Added |
| Schroder Investment Management Group | 114,384 | $11.2M | 0.02% | −270−0.2% | Reduced |
| Great Lakes Advisors, LLC | 117,960 | $11.6M | 0.12% | +808+0.7% | Added |
| New York State Common Retirement Fund | 122,429 | $12.0M | 0.02% | −306,344−71.4% | Reduced |
| Segall Bryant & Hamill, LLC | 123,165 | $12.1M | 0.13% | +569+0.5% | Added |
| D. E. Shaw & Co., Inc. | 124,176 | $12.2M | 0.02% | +94,222+314.6% | Added |
| HRT Financial LP | 125,148 | $12.3M | 0.12% | +125,148 | New |
| Polen Capital Management LLC | 130,892 | $12.9M | 0.03% | −6,689−4.9% | Reduced |
| GHP Investment Advisors, Inc. | 133,437 | $13.6M | 0.80% | +3,544+2.7% | Added |
| Montanaro Asset Management Ltd | 139,000 | $13.7M | 2.16% | +8,000+6.1% | Added |
| Eagle Asset Management Inc | 139,224 | $13.7M | 0.08% | −24,580−15.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 153,734 | $15.1M | 0.82% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,230 | $16.1M | 0.07% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 171,296 | $16.8M | 0.46% | −369−0.2% | Reduced |
| UBS Group AG | 173,899 | $17.1M | 0.01% | −26,130−13.1% | Reduced |
| Susquehanna International Group, LLP | 175,292 | $17.2M | 0.03% | +135,994+346.1% | Added |
| Emerald Advisers, LLC | 182,103 | $17.9M | 0.78% | +700.0% | Added |
| Argent Capital Management LLC | 199,043 | $19.6M | 0.63% | −8,568−4.1% | Reduced |
| Royce & Associates LP | 236,439 | $23.2M | 0.23% | −9,000−3.7% | Reduced |
| Envestnet Asset Management Inc | 265,594 | $26.1M | 0.01% | +11,949+4.7% | Added |
| Vigilant Capital Management, LLC | 266,093 | $26.2M | 1.96% | +8,998+3.5% | Added |
| Ancora Advisors, LLC | 282,679 | $27.8M | 0.73% | −1,301−0.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 294,619 | $29.0M | 1.86% | +4,408+1.5% | Added |
| Bank of New York Mellon Corp | 329,223 | $32.4M | 0.01% | −44,502−11.9% | Reduced |
| Brown Advisory Inc | 367,505 | $36.1M | 0.06% | +367,505 | New |
| Macquarie Group Ltd | 371,138 | $36.5M | 0.04% | +4,258+1.2% | Added |
| Jennison Associates LLC | 374,227 | $36.8M | 0.03% | −96,932−20.6% | Reduced |
| Charles Schwab Investment Management Inc | 376,580 | $37.0M | 0.01% | −104,654−21.7% | Reduced |
| Goldman Sachs Group Inc | 392,392 | $38.6M | 0.01% | −41,135−9.5% | Reduced |
| FIL Ltd | 401,315 | $39.5M | 0.04% | +86,168+27.3% | Added |