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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 412,432 | $40.5M | 0.06% | −8,799−2.1% | Reduced |
| SEI Investments Co | 442,134 | $43.5M | 0.08% | −96,191−17.9% | Reduced |
| Northern Trust Corp | 483,575 | $47.5M | 0.01% | −253,655−34.4% | Reduced |
| Franklin Resources Inc | 486,093 | $47.8M | 0.02% | −679−0.1% | Reduced |
| Capital International Investors | 505,332 | $49.7M | 0.01% | +505,332 | New |
| Natixis Advisors, L.P. | 506,872 | $49.8M | 0.15% | +36,859+7.8% | Added |
| Norges Bank | 553,567 | $54.4M | 0.01% | −66,383−10.7% | Reduced |
| Wells Fargo & Company | 590,799 | $58.1M | 0.02% | −72,583−10.9% | Reduced |
| GW&K Investment Management, LLC | 632,085 | $62.1M | 0.59% | −6,599−1.0% | Reduced |
| Dimensional Fund Advisors LP | 695,737 | $68.4M | 0.02% | +3,747+0.5% | Added |
| Van Berkom & Associates Inc. | 733,427 | $72.1M | 2.62% | −9,290−1.3% | Reduced |
| Geode Capital Management, LLC | 767,859 | $75.5M | 0.01% | −220,286−22.3% | Reduced |
| State Street Corp | 846,988 | $83.3M | 0.00% | −270,289−24.2% | Reduced |
| Morgan Stanley | 873,040 | $85.8M | 0.01% | −42,610−4.7% | Reduced |
| Thrivent Financial for Lutherans | 873,628 | $85.9M | 0.20% | +36,961+4.4% | Added |
| FMR LLC | 887,428 | $87.2M | 0.01% | +119,195+15.5% | Added |
| Millennium Management LLC | 902,664 | $88.7M | 0.09% | +869,953+2,659.5% | Added |
| Ameriprise Financial Inc | 960,843 | $94.5M | 0.03% | +5,795+0.6% | Added |
| Neuberger Berman Group LLC | 1,047,607 | $103.0M | 0.09% | −32,540−3.0% | Reduced |
| Bank of America Corp | 1,055,504 | $103.8M | 0.01% | −350,472−24.9% | Reduced |
| Fiduciary Management Inc | 1,140,679 | $112.1M | 1.13% | +53,799+4.9% | Added |
| Clearbridge Investments, LLC | 1,178,039 | $115.8M | 0.10% | +2,973+0.3% | Added |
| Bamco Inc | 1,299,577 | $127.8M | 0.35% | +1,000+0.1% | Added |
| T. Rowe Price Investment Management, Inc. | 1,358,599 | $133.6M | 0.09% | −10,458−0.8% | Reduced |
| Burgundy Asset Management Ltd. | 1,630,486 | $160.3M | 1.89% | +40,710+2.6% | Added |
| Wellington Management Group LLP | 1,744,911 | $171.5M | 0.03% | +1,319,663+310.3% | Added |
| Alliancebernstein L.P. | 2,567,219 | $252.4M | 0.10% | −296,314−10.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,742,448 | $269.6M | 0.76% | +47,178+1.8% | Added |
| Earnest Partners LLC | 3,088,671 | $303.6M | 1.70% | −606,834−16.4% | Reduced |
| BlackRock Inc. | 3,149,880 | $309.7M | 0.01% | −867,764−21.6% | Reduced |
| Vanguard Group Inc | 5,059,883 | $497.4M | 0.01% | −153,849−3.0% | Reduced |
| Castleark Management LLC | 0 | $0 | 0.00% | −55,450−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −39,384−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −28,567−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −22,512−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −22,185−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −20,219−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −18,180−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −17,547−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −14,841−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,474−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −10,478−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −9,006−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,284−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,461−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,981−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,766−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,173−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,791−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −3,683−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,666−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,339−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,282−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,188−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −2,758−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,741−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −2,383−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,359−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Goldstream Capital Management Ltd | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |