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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 15,265 | $1.63M | 0.00% | +3,039+24.9% | Added |
| Geneos Wealth Management Inc. | 15,623 | $1.67M | 0.09% | +68+0.4% | Added |
| Taylor Frigon Capital Management LLC | 15,874 | $1.70M | 0.95% | +77+0.5% | Added |
| CWM, LLC | 16,754 | $1.79M | 0.01% | −1,022−5.7% | Reduced |
| American Century Companies Inc | 17,256 | $1.85M | 0.00% | −1,797−9.4% | Reduced |
| First Republic Investment Management, Inc. | 17,975 | $1.93M | 0.01% | −934−4.9% | Reduced |
| Atria Investments LLC | 18,212 | $1.95M | 0.03% | +4,814+35.9% | Added |
| Davenport & Co LLC | 18,322 | $1.96M | 0.02% | +348+1.9% | Added |
| Canada Pension Plan Investment Board | 18,400 | $1.97M | 0.00% | +18,400 | New |
| Kennedy Capital Management, Inc. | 18,645 | $2.00M | 0.05% | +18,645 | New |
| The PNC Financial Services Group, Inc. | 19,232 | $2.06M | 0.00% | −942−4.7% | Reduced |
| Bank of Montreal | 19,038 | $2.09M | 0.00% | +607+3.3% | Added |
| HSBC Holdings PLC | 19,679 | $2.12M | 0.00% | +6,917+54.2% | Added |
| Citadel Advisors LLC | 21,218 | $2.27M | 0.00% | +21,218 | New |
| MML Investors Services, LLC | 21,253 | $2.28M | 0.01% | +387+1.9% | Added |
| Alberta Investment Management Corp | 21,353 | $2.29M | 0.02% | +2,234+11.7% | Added |
| Regions Financial Corp | 21,552 | $2.31M | 0.02% | −711−3.2% | Reduced |
| CI Private Wealth, LLC | 21,579 | $2.31M | 0.01% | +21,579 | New |
| Treasurer of the State of North Carolina | 22,220 | $2.38M | 0.01% | +500+2.3% | Added |
| Principal Financial Group Inc | 23,518 | $2.52M | 0.00% | +7,276+44.8% | Added |
| Price T Rowe Associates Inc | 23,756 | $2.54M | 0.00% | +1,237+5.5% | Added |
| Daiwa Securities Group Inc. | 23,955 | $2.57M | 0.02% | +11,304+89.4% | Added |
| Janus Henderson Group PLC | 24,161 | $2.59M | 0.00% | +120.0% | Added |
| Harbor Advisors LLC | 25,000 | $2.68M | 0.57% | 00.0% | Unchanged |
| Barclays PLC | 25,206 | $2.70M | 0.00% | −17,400−40.8% | Reduced |
| Richard Bernstein Advisors LLC | 26,349 | $2.82M | 0.06% | +26,349 | New |
| Wealth Enhancement Advisory Services, LLC | 27,252 | $2.92M | 0.01% | +27,252 | New |
| Ensign Peak Advisors, Inc | 27,657 | $2.96M | 0.01% | +14,697+113.4% | Added |
| Whittier Trust Co of Nevada Inc | 27,762 | $2.97M | 0.11% | +542+2.0% | Added |
| State of New Jersey Common Pension Fund D | 28,794 | $3.08M | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 29,771 | $3.19M | 0.03% | −95,377−76.2% | Reduced |
| British Columbia Investment Management Corp | 30,000 | $3.21M | 0.03% | +30,000 | New |
| Vestcor Inc | 30,495 | $3.27M | 0.12% | −15,039−33.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,400 | $3.36M | 0.03% | +27,250+656.6% | Added |
| Balyasny Asset Management LLC | 31,694 | $3.40M | 0.01% | +31,694 | New |
| US Bancorp | 32,297 | $3.46M | 0.01% | +3,277+11.3% | Added |
| Royal Bank of Canada | 32,640 | $3.50M | 0.00% | +2,786+9.3% | Added |
| LPL Financial LLC | 34,836 | $3.73M | 0.00% | +3,917+12.7% | Added |
| Mutual of America Capital Management LLC | 35,531 | $3.81M | 0.05% | −2,117−5.6% | Reduced |
| Weil Company, Inc. | 36,031 | $3.86M | 1.92% | −1,450−3.9% | Reduced |
| Fiera Capital Corp | 36,250 | $3.88M | 0.01% | +218+0.6% | Added |
| Oppenheimer Asset Management Inc. | 37,321 | $4.00M | 0.06% | −298−0.8% | Reduced |
| Fifth Third Bancorp | 39,750 | $4.26M | 0.02% | +3,387+9.3% | Added |
| Advisor Group Holdings, Inc. | 40,281 | $4.32M | 0.01% | +10,557+35.5% | Added |
| Victory Capital Management Inc | 44,733 | $4.79M | 0.01% | −1,862−4.0% | Reduced |
| Truist Financial Corp | 44,874 | $4.81M | 0.01% | +4,226+10.4% | Added |
| Alps Advisors Inc | 46,610 | $4.99M | 0.04% | −27,406−37.0% | Reduced |
| FineMark National Bank & Trust | 48,338 | $5.18M | 0.23% | +428+0.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 48,339 | $5.18M | 2.59% | +591+1.2% | Added |
| STRS Ohio | 50,000 | $5.36M | 0.02% | +3,400+7.3% | Added |
| Whittier Trust Co | 54,663 | $5.86M | 0.10% | +2,163+4.1% | Added |
| California State Teachers Retirement System | 56,212 | $6.02M | 0.01% | −5,003−8.2% | Reduced |
| Granite Investment Partners, LLC | 58,665 | $6.28M | 0.26% | +58,665 | New |
| Northwest & Ethical Investments L.P. | 60,690 | $6.50M | 0.22% | −24,415−28.7% | Reduced |
| Crawford Investment Counsel Inc | 60,809 | $6.51M | 0.14% | −8,027−11.7% | Reduced |
| Credit Suisse AG | 63,246 | $6.77M | 0.01% | −274−0.4% | Reduced |
| Stifel Financial Corp | 63,615 | $6.81M | 0.01% | −3,994−5.9% | Reduced |
| Driehaus Capital Management LLC | 64,775 | $6.94M | 0.09% | +64,775 | New |
| Bell Asset Management Ltd | 67,696 | $7.25M | 1.19% | +67,696 | New |
| Public Employees Retirement System of Ohio | 78,846 | $8.45M | 0.04% | +1,227+1.6% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 80,736 | $8.65M | 2.68% | −944−1.2% | Reduced |
| Russell Investments Group, Ltd. | 83,062 | $8.90M | 0.02% | −19,674−19.2% | Reduced |
| Legal & General Group Plc | 84,455 | $9.05M | 0.00% | +2,328+2.8% | Added |
| First Trust Advisors LP | 86,003 | $9.21M | 0.01% | +36,471+73.6% | Added |
| Grandeur Peak Global Advisors, LLC | 87,316 | $9.35M | 0.70% | −114−0.1% | Reduced |
| Interval Partners, LP | 89,254 | $9.56M | 0.39% | +89,254 | New |
| UBS Asset Management Americas Inc | 92,798 | $9.94M | 0.00% | +35,345+61.5% | Added |
| Rhumbline Advisers | 94,401 | $10.1M | 0.01% | −7,084−7.0% | Reduced |
| Man Group plc | – | $10.2M | 0.03% | – | – |
| Pier Capital, LLC | 96,412 | $10.3M | 1.66% | −1,275−1.3% | Reduced |
| California Public Employees Retirement System | 98,491 | $10.6M | 0.01% | −334−0.3% | Reduced |
| Eagle Asset Management Inc | 106,041 | $11.4M | 0.07% | −33,183−23.8% | Reduced |
| West Coast Financial LLC | 110,985 | $11.9M | 1.77% | −1,997−1.8% | Reduced |
| Swiss National Bank | 111,736 | $12.0M | 0.01% | +1,600+1.5% | Added |
| JPMorgan Chase & Co | 115,856 | $12.4M | 0.00% | +7,043+6.5% | Added |
| Susquehanna International Group, LLP | 116,528 | $12.5M | 0.02% | −58,764−33.5% | Reduced |
| Great Lakes Advisors, LLC | 116,745 | $12.5M | 0.11% | −1,215−1.0% | Reduced |
| Invesco Ltd. | 119,338 | $12.8M | 0.00% | +51,115+74.9% | Added |
| Raymond James & Associates | 120,099 | $12.9M | 0.01% | +37,027+44.6% | Added |
| Public Employees Retirement Association of Colorado | 121,233 | $13.0M | 0.07% | +22,362+22.6% | Added |
| Segall Bryant & Hamill, LLC | 122,470 | $13.1M | 0.15% | −695−0.6% | Reduced |
| FIL Ltd | 122,478 | $13.1M | 0.02% | −278,837−69.5% | Reduced |
| Schroder Investment Management Group | 128,658 | $13.8M | 0.02% | +14,274+12.5% | Added |
| Polen Capital Management LLC | 128,967 | $13.8M | 0.04% | −1,925−1.5% | Reduced |
| Nuveen Asset Management, LLC | 130,374 | $14.0M | 0.00% | +37,718+40.7% | Added |
| GHP Investment Advisors, Inc. | 133,632 | $14.4M | 0.87% | +195+0.1% | Added |
| Emerald Mutual Fund Advisers Trust | 136,800 | $14.7M | 0.88% | −16,934−11.0% | Reduced |
| Montanaro Asset Management Ltd | 141,000 | $15.1M | 2.66% | +2,000+1.4% | Added |
| Eventide Asset Management, LLC | 149,632 | $16.0M | 0.29% | +149,632 | New |
| New York State Common Retirement Fund | 160,026 | $17.1M | 0.02% | +37,597+30.7% | Added |
| Point72 Asset Management, L.P. | 160,638 | $17.2M | 0.06% | +160,638 | New |
| Emerald Advisers, LLC | 166,969 | $17.9M | 0.87% | −15,134−8.3% | Reduced |
| Flputnam Investment Management Co | 169,591 | $18.2M | 0.50% | −1,705−1.0% | Reduced |
| UBS Group AG | 174,626 | $18.7M | 0.01% | +727+0.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 195,492 | $20.9M | 0.10% | +31,262+19.0% | Added |
| Millennium Management LLC | 205,501 | $22.0M | 0.02% | −697,163−77.2% | Reduced |
| Argent Capital Management LLC | 229,564 | $24.6M | 0.88% | +30,521+15.3% | Added |
| Royce & Associates LP | 266,176 | $28.5M | 0.29% | +29,737+12.6% | Added |
| Ancora Advisors, LLC | 282,880 | $30.3M | 0.81% | +201+0.1% | Added |
| HighTower Advisors, LLC | 284,957 | $30.5M | 0.06% | +260,060+1,044.5% | Added |