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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 2 | $197 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $201 | 0.00% | −57−96.6% | Reduced |
| Baker Avenue Asset Management, LP | 7 | $750 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $965 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| IFP Advisors, Inc | 10 | $1.07K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 12 | $1.29K | 0.00% | +4+50.0% | Added |
| Glass Jacobson Investment Advisors llc | 12 | $1.29K | 0.00% | +9+300.0% | Added |
| Tucker Asset Management LLC | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29 | $3.11K | 0.00% | +29 | New |
| Sunbelt Securities, Inc. | 29 | $3.11K | 0.00% | +29 | New |
| Atticus Wealth Management, LLC | 29 | $3.11K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 30 | $3.21K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 32 | $3.43K | 0.00% | +32 | New |
| Parkside Financial Bank & Trust | 33 | $3.54K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 36 | $3.86K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 43 | $4.00K | 0.00% | +43 | New |
| Salem Investment Counselors Inc | 40 | $4.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $4.29K | 0.00% | +2+5.3% | Added |
| Jones Financial Companies LLLP | 40 | $4.29K | 0.00% | +40 | New |
| Oliver Lagore Vanvalin Investment Group | 42 | $4.50K | 0.00% | +42 | New |
| Larson Financial Group LLC | 49 | $5.25K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 50 | $5.36K | 0.00% | −31−38.3% | Reduced |
| SRS Capital Advisors, Inc. | 51 | $5.46K | 0.00% | −17−25.0% | Reduced |
| Bogart Wealth, LLC | 61 | $6.53K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 62 | $6.64K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 66 | $6.65K | 0.00% | −174−72.5% | Reduced |
| Key Financial Inc | 67 | $7.18K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 70 | $7.50K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 75 | $8.03K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 83 | $8.89K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 83 | $8.89K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 97 | $10.2K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 96 | $10.3K | 0.01% | +96 | New |
| Spire Wealth Management | 98 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $10.7K | 0.00% | +5+5.3% | Added |
| HHM Wealth Advisors, LLC | 104 | $11.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 113 | $12.1K | 0.00% | −82−42.1% | Reduced |
| Allworth Financial LP | 116 | $12.4K | 0.00% | +26+28.9% | Added |
| Cornerstone Planning Group LLC | 118 | $12.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 120 | $12.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 141 | $15.1K | 0.00% | +6+4.4% | Added |
| Quadrant Capital Group LLC | 152 | $16.3K | 0.00% | +19+14.3% | Added |
| Washington Trust Advisors, Inc. | 159 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 169 | $18.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $18.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $21.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 217 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 217 | $23.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 255 | $27.3K | 0.00% | +7+2.8% | Added |
| Federation des caisses Desjardins du Quebec | 269 | $28.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 282 | $30.2K | 0.01% | +282 | New |
| Column Capital Advisors, LLC | 290 | $31.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 339 | $36.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 450 | $48.2K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 460 | $49.3K | 0.00% | −18−3.8% | Reduced |
| Eagle Bay Advisors LLC | 491 | $52.6K | 0.02% | +245+99.6% | Added |
| Parallel Advisors, LLC | 531 | $56.9K | 0.00% | −43−7.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $65.0K | 0.00% | +300+100.0% | Added |
| Bessemer Group Inc | 638 | $68.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 639 | $68.5K | 0.00% | +29+4.8% | Added |
| Global Retirement Partners, LLC | 753 | $79.1K | 0.00% | +109+16.9% | Added |
| KBC Group NV | 758 | $81.0K | 0.00% | +758 | New |
| Headlands Technologies LLC | 808 | $86.6K | 0.04% | +808 | New |
| Umb Bank N A | 870 | $93.2K | 0.00% | +225+34.9% | Added |
| EverSource Wealth Advisors, LLC | 1,016 | $108.9K | 0.01% | +173+20.5% | Added |
| Covestor Ltd | 1,013 | $109.0K | 0.08% | +3+0.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,035 | $110.9K | 0.04% | +1,035 | New |
| SG Americas Securities, LLC | 1,057 | $113.0K | 0.00% | −676−39.0% | Reduced |
| MetLife Investment Management | 1,159 | $124.2K | 0.00% | +23+2.0% | Added |
| Kapitalo Investimentos Ltda | 1,165 | $124.8K | 0.02% | +829+246.7% | Added |
| Ci Investments Inc. | 1,204 | $129.0K | 0.00% | +19+1.6% | Added |
| Johnson Financial Group, Inc. | 1,259 | $134.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,266 | $135.6K | 0.00% | +35+2.8% | Added |
| Aquatic Capital Management LLC | 1,300 | $139.0K | 0.01% | +900+225.0% | Added |
| TD Private Client Wealth LLC | 1,490 | $159.6K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,728 | $185.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,770 | $189.6K | 0.06% | −20−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,048 | $201.0K | 0.00% | +1,415+223.5% | Added |
| Prana Capital Management, LP | 1,933 | $207.1K | 0.01% | +1,933 | New |
| Avantax Advisory Services, Inc. | 1,974 | $211.5K | 0.00% | +1,974 | New |
| Cassaday & Co Wealth Management LLC | 2,050 | $219.6K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,057 | $220.3K | 0.04% | +2,057 | New |
| Proequities, Inc. | 2,063 | $221.0K | 0.02% | −44−2.1% | Reduced |
| Hamilton Capital Partners Inc. | 2,086 | $223.5K | 0.08% | −2,512−54.6% | Reduced |
| Squarepoint Ops LLC | 2,109 | $225.9K | 0.00% | −2,323−52.4% | Reduced |
| Cetera Investment Advisers | 2,131 | $228.3K | 0.00% | −32−1.5% | Reduced |
| Voya Financial Advisors, Inc. | 2,116 | $229.8K | 0.03% | −118−5.3% | Reduced |
| Kestra Advisory Services, LLC | 2,159 | $231.3K | 0.00% | −21−1.0% | Reduced |
| FDx Advisors, Inc. | 2,174 | $233.0K | 0.02% | +2,174 | New |
| Sawgrass Asset Management LLC | 2,222 | $238.0K | 0.03% | −96−4.1% | Reduced |
| QRG Capital Management, Inc. | 2,228 | $238.7K | 0.00% | +2,228 | New |
| Xponance, Inc. | 2,232 | $239.1K | 0.00% | +40+1.8% | Added |
| Vident Advisory, LLC | 2,370 | $253.9K | 0.01% | +2,370 | New |
| Advisor Partners II, LLC | 2,383 | $255.3K | 0.01% | +2,383 | New |
| Glenmede Trust Co NA | 2,539 | $272.0K | 0.00% | −304−10.7% | Reduced |
| SYSTM Wealth Solutions LLC | 2,583 | $276.7K | 0.04% | +147+6.0% | Added |
| Riverwater Partners LLC | 2,648 | $283.7K | 0.26% | −335−11.2% | Reduced |