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 |
|---|---|---|---|---|---|
| Hamilton Capital Partners Inc. | 4,598 | $452.0K | 0.16% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,596 | $451.8K | 0.02% | +2,562+126.0% | Added |
| Sendero Wealth Management, LLC | 4,592 | $451.4K | 0.10% | +733+19.0% | Added |
| Squarepoint Ops LLC | 4,432 | $435.7K | 0.00% | −14,157−76.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,150 | $408.0K | 0.00% | −8,447−67.1% | Reduced |
| Keybank National Association | 4,033 | $396.5K | 0.00% | −1,315−24.6% | Reduced |
| Summit Trail Advisors, LLC | 4,023 | $395.5K | 0.01% | −6−0.1% | Reduced |
| LMR Partners LLP | 4,018 | $395.0K | 0.01% | +4,018 | New |
| State of Wisconsin Investment Board | 4,000 | $393.2K | 0.00% | −3,679−47.9% | Reduced |
| Maryland State Retirement & Pension System | 3,928 | $386.2K | 0.01% | +3,928 | New |
| Wealth Alliance | 3,897 | $383.1K | 0.06% | +246+6.7% | Added |
| Yorktown Management & Research Co Inc | 3,850 | $378.5K | 0.41% | 00.0% | Unchanged |
| AIA Group Ltd | 3,785 | $372.1K | 0.02% | +3,785 | New |
| Old Mission Capital LLC | 3,717 | $365.4K | 0.01% | +3,717 | New |
| Pearl River Capital, LLC | 3,514 | $345.5K | 0.06% | +674+23.7% | Added |
| Hantz Financial Services, Inc. | 3,459 | $340.0K | 0.01% | +394+12.9% | Added |
| Bleakley Financial Group, LLC | 3,451 | $339.3K | 0.01% | +3,451 | New |
| Vestmark Advisory Solutions, Inc. | 3,420 | $336.2K | 0.01% | −229−6.3% | Reduced |
| First Bank & Trust | 3,361 | $330.4K | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 3,294 | $323.8K | 0.00% | +3,294 | New |
| Sawtooth Solutions, LLC | 3,264 | $320.9K | 0.01% | +3,264 | New |
| J2 Capital Management Inc | 3,228 | $317.3K | 0.38% | −738−18.6% | Reduced |
| Private Advisor Group, LLC | 3,078 | $307.3K | 0.00% | +122+4.1% | Added |
| Trexquant Investment LP | 3,048 | $299.6K | 0.01% | +3,048 | New |
| Riverwater Partners LLC | 2,983 | $293.3K | 0.26% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,964 | $291.4K | 0.16% | +155+5.5% | Added |
| Capital Impact Advisors, LLC | 2,901 | $285.2K | 0.31% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,847 | $279.9K | 0.00% | +138+5.1% | Added |
| Hilton Capital Management, LLC | 2,822 | $277.4K | 0.03% | +2,822 | New |
| Creative Planning | 2,803 | $275.6K | 0.00% | +435+18.4% | Added |
| Advisory Services Network, LLC | 2,753 | $270.6K | 0.01% | −88−3.1% | Reduced |
| Utah Retirement Systems | 2,700 | $265.4K | 0.00% | +2,700 | New |
| Lighthouse Investment Partners, LLC | 2,659 | $261.4K | 0.02% | +2,659 | New |
| Glenmede Trust Co NA | 2,843 | $248.7K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 2,471 | $242.9K | 0.00% | +2,471 | New |
| SYSTM Wealth Solutions LLC | 2,436 | $239.5K | 0.03% | −2,629−51.9% | Reduced |
| Alpine Global Management, LLC | 2,410 | $236.9K | 0.07% | +2,410 | New |
| Sawgrass Asset Management LLC | 2,318 | $227.9K | 0.03% | 00.0% | Unchanged |
| 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 |
| Voya Financial Advisors, Inc. | 2,234 | $220.9K | 0.03% | −313−12.3% | Reduced |
| Janney Montgomery Scott LLC | 2,241 | $220.0K | 0.00% | −220−8.9% | Reduced |
| Symmetry Investments LP | 2,200 | $216.3K | 0.06% | +2,200 | New |
| Xponance, Inc. | 2,192 | $215.5K | 0.00% | −749−25.5% | Reduced |
| Kestra Advisory Services, LLC | 2,180 | $214.3K | 0.00% | +2,180 | New |
| Cetera Investment Advisers | 2,163 | $212.6K | 0.00% | +2,163 | New |
| Vident Investment Advisory, LLC | 2,148 | $211.2K | 0.01% | +2,148 | New |
| Proequities, Inc. | 2,107 | $207.1K | 0.02% | −661−23.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,050 | $201.5K | 0.01% | +2,050 | New |
| Park Place Capital Corp | 1,790 | $176.0K | 0.05% | −74−4.0% | Reduced |
| SG Americas Securities, LLC | 1,733 | $170.0K | 0.00% | +113+7.0% | 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 |
| Harbor Investment Advisory, LLC | 1,502 | $147.7K | 0.02% | +24+1.6% | Added |
| TD Private Client Wealth LLC | 1,490 | $146.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,259 | $123.8K | 0.01% | −2,573−67.1% | Reduced |
| Huntington National Bank | 1,231 | $121.0K | 0.00% | +98+8.6% | Added |
| Ci Investments Inc. | 1,185 | $116.0K | 0.00% | +52+4.6% | Added |
| MetLife Investment Management | 1,136 | $111.7K | 0.00% | −25,511−95.7% | Reduced |
| Covestor Ltd | 1,010 | $99.0K | 0.08% | −787−43.8% | Reduced |
| EverSource Wealth Advisors, LLC | 843 | $82.9K | 0.01% | −167−16.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 834 | $82.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 645 | $63.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 644 | $63.3K | 0.00% | +7+1.1% | Added |
| Bessemer Group Inc | 638 | $63.0K | 0.00% | +442+225.5% | Added |
| Assetmark, Inc | 610 | $60.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 574 | $56.4K | 0.00% | +8+1.4% | Added |
| Ronald Blue Trust, Inc. | 633 | $56.0K | 0.00% | −4,632−88.0% | Reduced |
| Pinebridge Investments, L.P. | 533 | $52.4K | 0.00% | +533 | New |
| American International Group, Inc. | 478 | $47.0K | 0.00% | −24,049−98.1% | Reduced |
| Anchor Investment Management, LLC | 450 | $44.2K | 0.01% | −540−54.5% | Reduced |
| Aquatic Capital Management LLC | 400 | $39.0K | 0.00% | +400 | New |
| First Horizon Advisors, Inc. | 339 | $33.3K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 336 | $33.0K | 0.01% | +336 | New |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $30.0K | 0.00% | −700−70.0% | Reduced |
| Column Capital Advisors, LLC | 290 | $28.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 269 | $26.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 248 | $24.4K | 0.00% | −66−21.0% | Reduced |
| Eagle Bay Advisors LLC | 246 | $24.1K | 0.01% | +245+24,500.0% | Added |
| Carolinas Wealth Consulting LLC | 240 | $23.6K | 0.00% | −11−4.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 217 | $21.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 217 | $21.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $19.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 195 | $19.2K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 176 | $17.3K | 0.00% | +1+0.6% | Added |
| Nomura Asset Management Co Ltd | 170 | $16.7K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 169 | $16.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 159 | $15.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 135 | $13.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 133 | $13.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 120 | $11.8K | 0.00% | −89−42.6% | Reduced |
| Cornerstone Planning Group LLC | 118 | $11.6K | 0.00% | +118 | New |
| HHM Wealth Advisors, LLC | 104 | $10.2K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 104 | $10.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 98 | $9.63K | 0.00% | −10−9.3% | Reduced |
| Global Financial Private Client, LLC | 97 | $9.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 95 | $9.34K | 0.00% | −17−15.2% | Reduced |
| Allworth Financial LP | 90 | $8.85K | 0.00% | −58−39.2% | Reduced |
| 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 |