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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 36,363 | $3.57M | 0.02% | −3,904−9.7% | Reduced |
| Fiera Capital Corp | 36,032 | $3.54M | 0.01% | −2,183−5.7% | Reduced |
| Edgestream Partners, L.P. | 35,111 | $3.45M | 0.31% | +35,111 | New |
| ExodusPoint Capital Management, LP | 34,754 | $3.42M | 0.04% | −9,631−21.7% | Reduced |
| LPL Financial LLC | 30,919 | $3.04M | 0.00% | +984+3.3% | Added |
| PDT Partners, LLC | 29,957 | $2.95M | 0.41% | −40.0% | Reduced |
| Royal Bank of Canada | 29,854 | $2.94M | 0.00% | −3,728−11.1% | Reduced |
| Advisor Group Holdings, Inc. | 29,724 | $2.92M | 0.01% | +246+0.8% | Added |
| US Bancorp | 29,020 | $2.85M | 0.00% | +1,246+4.5% | Added |
| State of New Jersey Common Pension Fund D | 28,794 | $2.83M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 27,220 | $2.68M | 0.09% | +13,527+98.8% | Added |
| Harbor Advisors LLC | 25,000 | $2.46M | 0.52% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 24,897 | $2.45M | 0.00% | +61+0.2% | Added |
| Janus Henderson Group PLC | 24,149 | $2.37M | 0.00% | −5,785−19.3% | Reduced |
| Citigroup Inc | 23,735 | $2.33M | 0.00% | +14,570+159.0% | Added |
| Price T Rowe Associates Inc | 22,519 | $2.21M | 0.00% | −2,121−8.6% | Reduced |
| Regions Financial Corp | 22,263 | $2.19M | 0.02% | +51+0.2% | Added |
| State Board of Administration of Florida Retirement System | 22,113 | $2.17M | 0.00% | +4,841+28.0% | Added |
| Treasurer of the State of North Carolina | 21,720 | $2.13M | 0.01% | +21,720 | New |
| MML Investors Services, LLC | 20,866 | $2.05M | 0.01% | +3,723+21.7% | Added |
| The PNC Financial Services Group, Inc. | 20,174 | $1.98M | 0.00% | −2,035−9.2% | Reduced |
| Alberta Investment Management Corp | 19,119 | $1.88M | 0.02% | +10,769+129.0% | Added |
| American Century Companies Inc | 19,053 | $1.87M | 0.00% | −3,514−15.6% | Reduced |
| First Republic Investment Management, Inc. | 18,909 | $1.86M | 0.01% | −8,289−30.5% | Reduced |
| Bank of Montreal | 18,431 | $1.82M | 0.00% | −1,900−9.3% | Reduced |
| Davenport & Co LLC | 17,974 | $1.77M | 0.01% | −16−0.1% | Reduced |
| CWM, LLC | 17,776 | $1.75M | 0.01% | −988−5.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 16,843 | $1.66M | 0.40% | −20−0.1% | Reduced |
| Principal Financial Group Inc | 16,242 | $1.60M | 0.00% | −5,803−26.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 15,529 | $1.56M | 0.26% | +7,719+98.8% | Added |
| Taylor Frigon Capital Management LLC | 15,797 | $1.55M | 0.76% | −581−3.5% | Reduced |
| Geneos Wealth Management Inc. | 15,555 | $1.53M | 0.08% | +899+6.1% | Added |
| Illinois Municipal Retirement Fund | 14,881 | $1.46M | 0.03% | −4,083−21.5% | Reduced |
| BNP Paribas Arbitrage, SA | 14,822 | $1.46M | 0.00% | −26,780−64.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,567 | $1.43M | 0.00% | −279−1.9% | Reduced |
| Arizona State Retirement System | 14,215 | $1.40M | 0.01% | −229−1.6% | Reduced |
| GWM Advisors LLC | 13,489 | $1.33M | 0.01% | −1,236−8.4% | Reduced |
| Atria Investments LLC | 13,398 | $1.32M | 0.02% | −567−4.1% | Reduced |
| Ensign Peak Advisors, Inc | 12,960 | $1.27M | 0.00% | −1,520−10.5% | Reduced |
| VELA Investment Management, LLC | 12,895 | $1.27M | 0.59% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,762 | $1.26M | 0.00% | +12,762 | New |
| Daiwa Securities Group Inc. | 12,651 | $1.24M | 0.01% | +12,651 | New |
| Great West Life Assurance Co | 12,226 | $1.21M | 0.00% | +1,018+9.1% | Added |
| Cannell Peter B & Co Inc | 12,245 | $1.20M | 0.04% | −3,075−20.1% | Reduced |
| Cresset Asset Management, LLC | 12,092 | $1.19M | 0.01% | +5,113+73.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,037 | $1.18M | 0.08% | −1,340−10.0% | Reduced |
| Zurich Insurance Group Ltd | 11,900 | $1.17M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,810 | $1.16M | 0.01% | +235+2.0% | Added |
| Park Avenue Securities LLC | 11,775 | $1.16M | 0.02% | +983+9.1% | Added |
| EFG Asset Management (North America) Corp. | 11,366 | $1.12M | 0.24% | −673−5.6% | Reduced |
| Captrust Financial Advisors | 11,149 | $1.10M | 0.00% | +8,001+254.2% | Added |
| TownSquare Capital, LLC | 10,655 | $1.05M | 0.02% | +917+9.4% | Added |
| Prudential Financial Inc | 13,364 | $1.05M | 0.00% | −1,412−9.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,564 | $1.04M | 0.11% | +10,564 | New |
| Inceptionr LLC | 10,553 | $1.04M | 0.55% | −8,601−44.9% | Reduced |
| AQR Capital Management LLC | 9,815 | $964.9K | 0.00% | −1,453−12.9% | Reduced |
| Guggenheim Capital LLC | 9,595 | $943.3K | 0.01% | −871−8.3% | Reduced |
| Voya Investment Management LLC | 9,536 | $937.5K | 0.00% | −9,852−50.8% | Reduced |
| FourThought Financial Partners, LLC | 8,957 | $880.6K | 0.12% | +724+8.8% | Added |
| Verition Fund Management LLC | 8,854 | $870.4K | 0.01% | +8,854 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,788 | $863.9K | 0.00% | +1,018+13.1% | Added |
| Equitable Trust Co | 8,721 | $857.4K | 0.07% | 00.0% | Unchanged |
| Natixis | 8,700 | $855.3K | 0.01% | +8,700 | New |
| Allspring Global Investments Holdings, LLC | 8,657 | $851.1K | 0.00% | +825+10.5% | Added |
| Laurion Capital Management LP | 8,618 | $847.2K | 0.04% | +8,618 | New |
| Assenagon Asset Management S.A. | 8,569 | $842.4K | 0.00% | −15,152−63.9% | Reduced |
| Cetera Advisor Networks LLC | 8,455 | $831.2K | 0.01% | +117+1.4% | Added |
| Qube Research & Technologies Ltd | 8,416 | $827.4K | 0.00% | +8,416 | New |
| Dark Forest Capital Management LP | 8,216 | $807.7K | 0.08% | +8,216 | New |
| Integrated Wealth Concepts LLC | 8,196 | $805.7K | 0.01% | +8,196 | New |
| Handelsbanken Fonder AB | 8,158 | $802.0K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 7,995 | $786.0K | 0.11% | 00.0% | Unchanged |
| Amalgamated Bank | 7,780 | $765.0K | 0.01% | +615+8.6% | Added |
| Integrated Investment Consultants, LLC | 7,669 | $753.9K | 0.24% | +21+0.3% | 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 |
| Van Eck Associates Corp | 7,597 | $747.0K | 0.00% | +10+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 7,310 | $718.6K | 0.01% | −284−3.7% | Reduced |
| Mariner, LLC | 7,251 | $712.9K | 0.00% | +84+1.2% | Added |
| Linden Thomas Advisory Services, LLC | 7,048 | $692.9K | 0.15% | +1,359+23.9% | Added |
| Naples Global Advisors, LLC | 7,010 | $689.2K | 0.08% | +215+3.2% | Added |
| Commerce Bank | 6,978 | $686.0K | 0.01% | −964−12.1% | Reduced |
| Rockefeller Capital Management L.P. | 6,964 | $684.7K | 0.00% | +2,322+50.0% | Added |
| Ameritas Investment Partners, Inc. | 6,800 | $668.5K | 0.03% | −6,381−48.4% | Reduced |
| James Investment Research Inc | 6,338 | $623.1K | 0.08% | +30.0% | Added |
| PFS Investments Inc. | 6,256 | $615.0K | 0.01% | +344+5.8% | Added |
| Deutsche Bank AG | 6,002 | $590.1K | 0.00% | −31,879−84.2% | Reduced |
| Pictet Asset Management SA | 5,978 | $587.7K | 0.00% | −541−8.3% | Reduced |
| Clifford Group, LLC | 5,930 | $583.0K | 0.63% | +1,262+27.0% | Added |
| Brookstone Capital Management | 5,776 | $550.2K | 0.01% | +183+3.3% | Added |
| Fulton Bank, N.A. | 5,419 | $532.7K | 0.03% | +440+8.8% | Added |
| Jefferies Financial Group Inc. | 5,393 | $530.2K | 0.01% | +5,393 | New |
| Studio Investment Management LLC | 5,360 | $526.9K | 0.15% | +391+7.9% | Added |
| Resources Management Corp | 5,288 | $520.0K | 0.08% | +4,688+781.3% | Added |
| JustInvest LLC | 5,176 | $508.9K | 0.02% | +358+7.4% | Added |
| Isthmus Partners, LLC | 5,080 | $499.4K | 0.07% | 00.0% | Unchanged |
| Intrust Bank NA | 4,991 | $490.7K | 0.06% | −26−0.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,887 | $480.0K | 0.07% | −922−15.9% | Reduced |
| CAPROCK Group, Inc. | 4,869 | $478.7K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,845 | $476.3K | 0.01% | +133+2.8% | Added |