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.
Q3 2023 vs. Q2 2023
How the institutions holding Houlihan Lokey, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 331 | 6 | 338 | +13 |
| Shares | 50.0M | 303.0K | 50.2M | +524.0K (+1.1%) |
| Value | $4.92B | $29.8M | $5.39B | +$505.2M (+10.3%) |
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (52)
Institutions that held Houlihan Lokey, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
Sold out (39)
Institutions that held Houlihan Lokey, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
Not filed for Q3 2023 yet (6)
Institutions that held Houlihan Lokey, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Vigilant Capital Management, LLC | 266,093 | $26.2M |
| Intercontinental Wealth Advisors, LLC | 16,843 | $1.66M |
| EA Series Trust | 7,641 | $751.2K |
| PFS Investments Inc. | 6,256 | $615.0K |
| Pictet Asset Management SA | 5,978 | $587.7K |
| BDO Wealth Advisors, LLC | 176 | $17.3K |