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 |
|---|---|---|---|---|---|
| Blair William & Co | 2,711 | $290.4K | 0.00% | +2,711 | New |
| Creative Planning | 2,743 | $293.9K | 0.00% | −60−2.1% | Reduced |
| Advisory Services Network, LLC | 2,772 | $296.9K | 0.01% | +19+0.7% | Added |
| AE Wealth Management LLC | 2,783 | $298.1K | 0.00% | −64−2.2% | Reduced |
| Hilton Capital Management, LLC | 2,792 | $299.1K | 0.04% | −30−1.1% | Reduced |
| Utah Retirement Systems | 2,800 | $299.9K | 0.00% | +100+3.7% | Added |
| Greenland Capital Management LP | 2,808 | $300.8K | 0.04% | +2,808 | New |
| ExodusPoint Capital Management, LP | 2,982 | $319.0K | 0.00% | −31,772−91.4% | Reduced |
| Private Advisor Group, LLC | 3,096 | $331.6K | 0.00% | +18+0.6% | Added |
| Stephenson National Bank & Trust | 3,098 | $331.9K | 0.19% | +134+4.5% | Added |
| State of Wyoming | 3,119 | $334.1K | 0.07% | +1,391+80.5% | Added |
| J2 Capital Management Inc | 3,189 | $341.6K | 0.43% | −39−1.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,200 | $342.8K | 0.00% | +3,200 | New |
| First Bank & Trust | 3,361 | $360.0K | 0.09% | 00.0% | Unchanged |
| Keybank National Association | 3,484 | $373.2K | 0.00% | −549−13.6% | Reduced |
| Sciencast Management LP | 3,500 | $374.9K | 0.17% | +3,500 | New |
| Wealth Alliance | 3,636 | $389.5K | 0.06% | −261−6.7% | Reduced |
| Bleakley Financial Group, LLC | 3,759 | $402.7K | 0.01% | +308+8.9% | Added |
| Sawtooth Solutions, LLC | 3,759 | $402.7K | 0.01% | +495+15.2% | Added |
| Beacon Pointe Advisors, LLC | 3,835 | $410.8K | 0.01% | +3,835 | New |
| Yorktown Management & Research Co Inc | 3,850 | $412.4K | 0.46% | 00.0% | Unchanged |
| M&T Bank Corp | 3,853 | $412.7K | 0.00% | +3,853 | New |
| Maryland State Retirement & Pension System | 3,928 | $420.8K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 4,018 | $430.4K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,099 | $439.1K | 0.02% | +76+1.9% | Added |
| Brinker Capital Investments, LLC | 4,243 | $454.5K | 0.01% | +1,945+84.6% | Added |
| Orion Portfolio Solutions, LLC | 4,243 | $454.5K | 0.01% | +1,945+84.6% | Added |
| Hantz Financial Services, Inc. | 4,350 | $466.0K | 0.01% | +891+25.8% | Added |
| Clifford Group, LLC | 4,498 | $481.8K | 0.52% | −1,432−24.1% | Reduced |
| Resources Management Corp | 4,623 | $495.0K | 0.08% | −665−12.6% | Reduced |
| CAPROCK Group, Inc. | 4,869 | $521.6K | 0.04% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,870 | $522.0K | 0.08% | −17−0.3% | Reduced |
| Intrust Bank NA | 4,950 | $530.2K | 0.07% | −41−0.8% | Reduced |
| Quadrature Capital Ltd | 4,971 | $532.6K | 0.01% | +4,971 | New |
| Dark Forest Capital Management LP | 5,032 | $539.0K | 0.05% | −3,184−38.8% | Reduced |
| Moneta Group Investment Advisors LLC | 5,078 | $544.0K | 0.01% | +233+4.8% | Added |
| Isthmus Partners, LLC | 5,086 | $544.8K | 0.08% | +6+0.1% | Added |
| Studio Investment Management LLC | 5,166 | $553.4K | 0.15% | −194−3.6% | Reduced |
| JustInvest LLC | 5,199 | $557.0K | 0.02% | +23+0.4% | Added |
| Sendero Wealth Management, LLC | 5,297 | $567.4K | 0.12% | +705+15.4% | Added |
| Brookstone Capital Management | 5,691 | $585.2K | 0.01% | −85−1.5% | Reduced |
| Intech Investment Management LLC | 5,476 | $586.6K | 0.01% | +5,476 | New |
| Deutsche Bank AG | 5,513 | $590.6K | 0.00% | −489−8.1% | Reduced |
| Aviva PLC | 5,664 | $606.7K | 0.00% | +5,664 | New |
| State of Wisconsin Investment Board | 5,791 | $620.3K | 0.00% | +1,791+44.8% | Added |
| Fulton Bank, N.A. | 5,813 | $622.7K | 0.03% | +394+7.3% | Added |
| Pictet Asset Management Holding SA | 5,978 | $640.4K | 0.00% | +5,978 | New |
| Algert Global LLC | 6,070 | $650.2K | 0.03% | +6,070 | New |
| James Investment Research Inc | 6,338 | $678.9K | 0.09% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,348 | $680.0K | 0.00% | −8,474−57.2% | Reduced |
| Edgestream Partners, L.P. | 6,514 | $697.8K | 0.06% | −28,597−81.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,800 | $728.4K | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 6,976 | $747.3K | 0.01% | −20.0% | Reduced |
| Naples Global Advisors, LLC | 7,000 | $749.8K | 0.09% | −10−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,459 | $799.0K | 0.24% | −8,070−52.0% | Reduced |
| Equitable Trust Co | 7,559 | $809.7K | 0.07% | −1,162−13.3% | Reduced |
| Guggenheim Capital LLC | 7,772 | $832.5K | 0.01% | −1,823−19.0% | Reduced |
| Integrated Investment Consultants, LLC | 7,840 | $839.8K | 0.31% | +171+2.2% | Added |
| Mariner, LLC | 7,875 | $843.6K | 0.00% | +624+8.6% | Added |
| O'Shaughnessy Asset Management, LLC | 7,881 | $844.2K | 0.01% | +571+7.8% | Added |
| Empowered Funds, LLC | 7,905 | $846.8K | 0.02% | +264+3.5% | Added |
| Linden Thomas Advisory Services, LLC | 7,975 | $854.3K | 0.19% | +927+13.2% | Added |
| Connable Office Inc | 7,995 | $856.4K | 0.12% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,049 | $862.2K | 0.00% | −1,766−18.0% | Reduced |
| Handelsbanken Fonder AB | 8,158 | $874.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 8,161 | $874.2K | 0.11% | −21,796−72.8% | Reduced |
| Integrated Wealth Concepts LLC | 8,196 | $878.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,339 | $893.3K | 0.03% | +3,743+81.4% | Added |
| FourThought Financial Partners, LLC | 8,541 | $914.9K | 0.13% | −416−4.6% | Reduced |
| Cetera Advisor Networks LLC | 8,977 | $961.6K | 0.01% | +522+6.2% | Added |
| Amalgamated Bank | 9,193 | $985.0K | 0.01% | +1,413+18.2% | Added |
| Manufacturers Life Insurance Company, The | 9,265 | $992.5K | 0.00% | +9,265 | New |
| Voya Investment Management LLC | 9,269 | $992.9K | 0.00% | −267−2.8% | Reduced |
| Park Avenue Securities LLC | 10,096 | $1.08M | 0.02% | −1,679−14.3% | Reduced |
| Jane Street Group, LLC | 10,112 | $1.08M | 0.00% | −102,738−91.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,148 | $1.09M | 0.00% | +1,360+15.5% | Added |
| NBC Securities, Inc. | 10,353 | $1.11M | 0.12% | +10,353 | New |
| Comerica Bank | 10,395 | $1.11M | 0.01% | +10,395 | New |
| Van Eck Associates Corp | 10,850 | $1.16M | 0.00% | +3,253+42.8% | Added |
| GWM Advisors LLC | 11,187 | $1.20M | 0.01% | −2,302−17.1% | Reduced |
| Amundi | 11,801 | $1.27M | 0.00% | +11,801 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,037 | $1.29M | 0.09% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 12,092 | $1.30M | 0.57% | −803−6.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,164 | $1.30M | 0.01% | +12,164 | New |
| Cannell Peter B & Co Inc | 12,245 | $1.31M | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,247 | $1.31M | 0.01% | +1,098+9.8% | Added |
| Teacher Retirement System of Texas | 12,253 | $1.31M | 0.01% | +443+3.8% | Added |
| EFG Asset Management (North America) Corp. | 12,547 | $1.34M | 0.32% | +1,181+10.4% | Added |
| TownSquare Capital, LLC | 12,700 | $1.36M | 0.02% | +2,045+19.2% | Added |
| Allspring Global Investments Holdings, LLC | 12,742 | $1.36M | 0.00% | +4,085+47.2% | Added |
| Bridgewater Associates, LP | 12,934 | $1.39M | 0.01% | +12,934 | New |
| Cresset Asset Management, LLC | 13,319 | $1.43M | 0.01% | +1,227+10.1% | Added |
| Prudential Financial Inc | 13,617 | $1.46M | 0.00% | +253+1.9% | Added |
| Arizona State Retirement System | 14,473 | $1.55M | 0.01% | +258+1.8% | Added |
| Bank of Nova Scotia | 14,580 | $1.56M | 0.00% | +14,580 | New |
| Raymond James Financial Services Advisors, Inc. | 14,758 | $1.58M | 0.00% | +191+1.3% | Added |
| State Board of Administration of Florida Retirement System | 14,879 | $1.59M | 0.00% | −7,234−32.7% | Reduced |
| Illinois Municipal Retirement Fund | 14,881 | $1.59M | 0.03% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 14,898 | $1.60M | 0.00% | −109,278−88.0% | Reduced |
| Citigroup Inc | 15,027 | $1.61M | 0.00% | −8,708−36.7% | Reduced |