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, Q3 2023
Institutional positions in Houlihan Lokey, Inc. as of Sep 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
- 338
- +13 vs. Q2 2023
- Shares held
- 50.2M
- +524.0K (+1.1%) vs. Q2 2023
- Total value
- $5.39B
- +$505.2M (+10.3%) vs. Q2 2023
- New holders
- 52
- 130 more added
- Sold out
- 39
- 100 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,930,740 | $528.2M | 0.01% | −129,143−2.6% | Reduced |
| Earnest Partners LLC | 3,123,251 | $334.6M | 1.93% | +34,580+1.1% | Added |
| BlackRock Inc. | 3,046,459 | $326.3M | 0.01% | −103,421−3.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,760,144 | $295.7M | 0.84% | +17,696+0.6% | Added |
| Wellington Management Group LLP | 2,723,687 | $291.8M | 0.06% | +978,776+56.1% | Added |
| Burgundy Asset Management Ltd. | 1,668,037 | $178.7M | 2.19% | +37,551+2.3% | Added |
| Alliancebernstein L.P. | 1,611,751 | $172.7M | 0.07% | −955,468−37.2% | Reduced |
| FMR LLC | 1,507,610 | $161.5M | 0.01% | +620,182+69.9% | Added |
| T. Rowe Price Investment Management, Inc. | 1,356,412 | $145.3M | 0.10% | −2,187−0.2% | Reduced |
| Bamco Inc | 1,299,577 | $139.2M | 0.40% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 1,179,495 | $126.3M | 0.12% | +1,456+0.1% | Added |
| Fiduciary Management Inc | 1,155,892 | $123.8M | 1.26% | +15,213+1.3% | Added |
| Ameriprise Financial Inc | 1,098,434 | $117.7M | 0.04% | +137,591+14.3% | Added |
| Neuberger Berman Group LLC | 1,043,844 | $111.8M | 0.10% | −3,763−0.4% | Reduced |
| Bank of America Corp | 1,016,531 | $108.9M | 0.01% | −38,973−3.7% | Reduced |
| Thrivent Financial for Lutherans | 948,115 | $101.6M | 0.24% | +74,487+8.5% | Added |
| State Street Corp | 875,677 | $93.8M | 0.01% | +28,689+3.4% | Added |
| Van Berkom & Associates Inc. | 867,036 | $92.9M | 3.02% | +133,609+18.2% | Added |
| Geode Capital Management, LLC | 799,382 | $85.6M | 0.01% | +31,523+4.1% | Added |
| Morgan Stanley | 723,042 | $77.5M | 0.01% | −149,998−17.2% | Reduced |
| Dimensional Fund Advisors LP | 664,765 | $71.2M | 0.02% | −30,972−4.5% | Reduced |
| GW&K Investment Management, LLC | 634,924 | $68.0M | 0.68% | +2,839+0.4% | Added |
| Norges Bank | 560,390 | $60.0M | 0.01% | +6,823+1.2% | Added |
| Natixis Advisors, L.P. | 548,160 | $58.7M | 0.18% | +41,288+8.1% | Added |
| Capital International Investors | 505,327 | $54.1M | 0.01% | −50.0% | Reduced |
| SEI Investments Co | 498,381 | $53.4M | 0.10% | +56,247+12.7% | Added |
| Northern Trust Corp | 493,608 | $52.9M | 0.01% | +10,033+2.1% | Added |
| Franklin Resources Inc | 485,571 | $52.0M | 0.03% | −522−0.1% | Reduced |
| Envestnet Asset Management Inc | 470,177 | $50.4M | 0.02% | +204,583+77.0% | Added |
| Wells Fargo & Company | 462,735 | $49.6M | 0.02% | −128,064−21.7% | Reduced |
| Nordea Investment Management AB | 427,325 | $46.1M | 0.06% | +14,893+3.6% | Added |
| Charles Schwab Investment Management Inc | 415,167 | $44.5M | 0.01% | +38,587+10.2% | Added |
| Goldman Sachs Group Inc | 374,012 | $40.1M | 0.01% | −18,380−4.7% | Reduced |
| Macquarie Group Ltd | 373,172 | $40.0M | 0.05% | +2,034+0.5% | Added |
| Brown Advisory Inc | 367,262 | $39.3M | 0.06% | −243−0.1% | Reduced |
| Bank of New York Mellon Corp | 330,219 | $35.4M | 0.01% | +996+0.3% | Added |
| Jennison Associates LLC | 329,229 | $35.3M | 0.03% | −44,998−12.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 297,311 | $31.8M | 2.12% | +2,692+0.9% | Added |
| HighTower Advisors, LLC | 284,957 | $30.5M | 0.06% | +260,060+1,044.5% | Added |
| Ancora Advisors, LLC | 282,880 | $30.3M | 0.81% | +201+0.1% | Added |
| Royce & Associates LP | 266,176 | $28.5M | 0.29% | +29,737+12.6% | Added |
| Argent Capital Management LLC | 229,564 | $24.6M | 0.88% | +30,521+15.3% | Added |
| Millennium Management LLC | 205,501 | $22.0M | 0.02% | −697,163−77.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 195,492 | $20.9M | 0.10% | +31,262+19.0% | Added |
| UBS Group AG | 174,626 | $18.7M | 0.01% | +727+0.4% | Added |
| Flputnam Investment Management Co | 169,591 | $18.2M | 0.50% | −1,705−1.0% | Reduced |
| Emerald Advisers, LLC | 166,969 | $17.9M | 0.87% | −15,134−8.3% | Reduced |
| Point72 Asset Management, L.P. | 160,638 | $17.2M | 0.06% | +160,638 | New |
| New York State Common Retirement Fund | 160,026 | $17.1M | 0.02% | +37,597+30.7% | Added |
| Eventide Asset Management, LLC | 149,632 | $16.0M | 0.29% | +149,632 | New |
| Montanaro Asset Management Ltd | 141,000 | $15.1M | 2.66% | +2,000+1.4% | Added |
| Emerald Mutual Fund Advisers Trust | 136,800 | $14.7M | 0.88% | −16,934−11.0% | Reduced |
| GHP Investment Advisors, Inc. | 133,632 | $14.4M | 0.87% | +195+0.1% | Added |
| Nuveen Asset Management, LLC | 130,374 | $14.0M | 0.00% | +37,718+40.7% | Added |
| Polen Capital Management LLC | 128,967 | $13.8M | 0.04% | −1,925−1.5% | Reduced |
| Schroder Investment Management Group | 128,658 | $13.8M | 0.02% | +14,274+12.5% | Added |
| FIL Ltd | 122,478 | $13.1M | 0.02% | −278,837−69.5% | Reduced |
| Segall Bryant & Hamill, LLC | 122,470 | $13.1M | 0.15% | −695−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 121,233 | $13.0M | 0.07% | +22,362+22.6% | Added |
| Raymond James & Associates | 120,099 | $12.9M | 0.01% | +37,027+44.6% | Added |
| Invesco Ltd. | 119,338 | $12.8M | 0.00% | +51,115+74.9% | Added |
| Great Lakes Advisors, LLC | 116,745 | $12.5M | 0.11% | −1,215−1.0% | Reduced |
| Susquehanna International Group, LLP | 116,528 | $12.5M | 0.02% | −58,764−33.5% | Reduced |
| JPMorgan Chase & Co | 115,856 | $12.4M | 0.00% | +7,043+6.5% | Added |
| Swiss National Bank | 111,736 | $12.0M | 0.01% | +1,600+1.5% | Added |
| West Coast Financial LLC | 110,985 | $11.9M | 1.77% | −1,997−1.8% | Reduced |
| Eagle Asset Management Inc | 106,041 | $11.4M | 0.07% | −33,183−23.8% | Reduced |
| California Public Employees Retirement System | 98,491 | $10.6M | 0.01% | −334−0.3% | Reduced |
| Pier Capital, LLC | 96,412 | $10.3M | 1.66% | −1,275−1.3% | Reduced |
| Man Group plc | – | $10.2M | 0.03% | – | – |
| Rhumbline Advisers | 94,401 | $10.1M | 0.01% | −7,084−7.0% | Reduced |
| UBS Asset Management Americas Inc | 92,798 | $9.94M | 0.00% | +35,345+61.5% | Added |
| Interval Partners, LP | 89,254 | $9.56M | 0.39% | +89,254 | New |
| Grandeur Peak Global Advisors, LLC | 87,316 | $9.35M | 0.70% | −114−0.1% | Reduced |
| First Trust Advisors LP | 86,003 | $9.21M | 0.01% | +36,471+73.6% | Added |
| Legal & General Group Plc | 84,455 | $9.05M | 0.00% | +2,328+2.8% | Added |
| Russell Investments Group, Ltd. | 83,062 | $8.90M | 0.02% | −19,674−19.2% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 80,736 | $8.65M | 2.68% | −944−1.2% | Reduced |
| Public Employees Retirement System of Ohio | 78,846 | $8.45M | 0.04% | +1,227+1.6% | Added |
| Bell Asset Management Ltd | 67,696 | $7.25M | 1.19% | +67,696 | New |
| Driehaus Capital Management LLC | 64,775 | $6.94M | 0.09% | +64,775 | New |
| Stifel Financial Corp | 63,615 | $6.81M | 0.01% | −3,994−5.9% | Reduced |
| Credit Suisse AG | 63,246 | $6.77M | 0.01% | −274−0.4% | Reduced |
| Crawford Investment Counsel Inc | 60,809 | $6.51M | 0.14% | −8,027−11.7% | Reduced |
| Northwest & Ethical Investments L.P. | 60,690 | $6.50M | 0.22% | −24,415−28.7% | Reduced |
| Granite Investment Partners, LLC | 58,665 | $6.28M | 0.26% | +58,665 | New |
| California State Teachers Retirement System | 56,212 | $6.02M | 0.01% | −5,003−8.2% | Reduced |
| Whittier Trust Co | 54,663 | $5.86M | 0.10% | +2,163+4.1% | Added |
| STRS Ohio | 50,000 | $5.36M | 0.02% | +3,400+7.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 48,339 | $5.18M | 2.59% | +591+1.2% | Added |
| FineMark National Bank & Trust | 48,338 | $5.18M | 0.23% | +428+0.9% | Added |
| Alps Advisors Inc | 46,610 | $4.99M | 0.04% | −27,406−37.0% | Reduced |
| Truist Financial Corp | 44,874 | $4.81M | 0.01% | +4,226+10.4% | Added |
| Victory Capital Management Inc | 44,733 | $4.79M | 0.01% | −1,862−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 40,281 | $4.32M | 0.01% | +10,557+35.5% | Added |
| Fifth Third Bancorp | 39,750 | $4.26M | 0.02% | +3,387+9.3% | Added |
| Oppenheimer Asset Management Inc. | 37,321 | $4.00M | 0.06% | −298−0.8% | Reduced |
| Fiera Capital Corp | 36,250 | $3.88M | 0.01% | +218+0.6% | Added |
| Weil Company, Inc. | 36,031 | $3.86M | 1.92% | −1,450−3.9% | Reduced |
| Mutual of America Capital Management LLC | 35,531 | $3.81M | 0.05% | −2,117−5.6% | Reduced |