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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 34,836 | $3.73M | 0.00% | +3,917+12.7% | Added |
| Royal Bank of Canada | 32,640 | $3.50M | 0.00% | +2,786+9.3% | Added |
| US Bancorp | 32,297 | $3.46M | 0.01% | +3,277+11.3% | Added |
| Balyasny Asset Management LLC | 31,694 | $3.40M | 0.01% | +31,694 | New |
| Schonfeld Strategic Advisors LLC | 31,400 | $3.36M | 0.03% | +27,250+656.6% | Added |
| Vestcor Inc | 30,495 | $3.27M | 0.12% | −15,039−33.0% | Reduced |
| British Columbia Investment Management Corp | 30,000 | $3.21M | 0.03% | +30,000 | New |
| HRT Financial LP | 29,771 | $3.19M | 0.03% | −95,377−76.2% | Reduced |
| State of New Jersey Common Pension Fund D | 28,794 | $3.08M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 27,762 | $2.97M | 0.11% | +542+2.0% | Added |
| Ensign Peak Advisors, Inc | 27,657 | $2.96M | 0.01% | +14,697+113.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,252 | $2.92M | 0.01% | +27,252 | New |
| Richard Bernstein Advisors LLC | 26,349 | $2.82M | 0.06% | +26,349 | New |
| Barclays PLC | 25,206 | $2.70M | 0.00% | −17,400−40.8% | Reduced |
| Harbor Advisors LLC | 25,000 | $2.68M | 0.57% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 24,161 | $2.59M | 0.00% | +120.0% | Added |
| Daiwa Securities Group Inc. | 23,955 | $2.57M | 0.02% | +11,304+89.4% | Added |
| Price T Rowe Associates Inc | 23,756 | $2.54M | 0.00% | +1,237+5.5% | Added |
| Principal Financial Group Inc | 23,518 | $2.52M | 0.00% | +7,276+44.8% | Added |
| Treasurer of the State of North Carolina | 22,220 | $2.38M | 0.01% | +500+2.3% | Added |
| CI Private Wealth, LLC | 21,579 | $2.31M | 0.01% | +21,579 | New |
| Regions Financial Corp | 21,552 | $2.31M | 0.02% | −711−3.2% | Reduced |
| Alberta Investment Management Corp | 21,353 | $2.29M | 0.02% | +2,234+11.7% | Added |
| MML Investors Services, LLC | 21,253 | $2.28M | 0.01% | +387+1.9% | Added |
| Citadel Advisors LLC | 21,218 | $2.27M | 0.00% | +21,218 | New |
| HSBC Holdings PLC | 19,679 | $2.12M | 0.00% | +6,917+54.2% | Added |
| Bank of Montreal | 19,038 | $2.09M | 0.00% | +607+3.3% | Added |
| The PNC Financial Services Group, Inc. | 19,232 | $2.06M | 0.00% | −942−4.7% | Reduced |
| Kennedy Capital Management, Inc. | 18,645 | $2.00M | 0.05% | +18,645 | New |
| Canada Pension Plan Investment Board | 18,400 | $1.97M | 0.00% | +18,400 | New |
| Davenport & Co LLC | 18,322 | $1.96M | 0.02% | +348+1.9% | Added |
| Atria Investments LLC | 18,212 | $1.95M | 0.03% | +4,814+35.9% | Added |
| First Republic Investment Management, Inc. | 17,975 | $1.93M | 0.01% | −934−4.9% | Reduced |
| American Century Companies Inc | 17,256 | $1.85M | 0.00% | −1,797−9.4% | Reduced |
| CWM, LLC | 16,754 | $1.79M | 0.01% | −1,022−5.7% | Reduced |
| Taylor Frigon Capital Management LLC | 15,874 | $1.70M | 0.95% | +77+0.5% | Added |
| Geneos Wealth Management Inc. | 15,623 | $1.67M | 0.09% | +68+0.4% | Added |
| Great West Life Assurance Co | 15,265 | $1.63M | 0.00% | +3,039+24.9% | Added |
| Citigroup Inc | 15,027 | $1.61M | 0.00% | −8,708−36.7% | Reduced |
| D. E. Shaw & Co., Inc. | 14,898 | $1.60M | 0.00% | −109,278−88.0% | Reduced |
| Illinois Municipal Retirement Fund | 14,881 | $1.59M | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 14,879 | $1.59M | 0.00% | −7,234−32.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,758 | $1.58M | 0.00% | +191+1.3% | Added |
| Bank of Nova Scotia | 14,580 | $1.56M | 0.00% | +14,580 | New |
| Arizona State Retirement System | 14,473 | $1.55M | 0.01% | +258+1.8% | Added |
| Prudential Financial Inc | 13,617 | $1.46M | 0.00% | +253+1.9% | Added |
| Cresset Asset Management, LLC | 13,319 | $1.43M | 0.01% | +1,227+10.1% | Added |
| Bridgewater Associates, LP | 12,934 | $1.39M | 0.01% | +12,934 | New |
| Allspring Global Investments Holdings, LLC | 12,742 | $1.36M | 0.00% | +4,085+47.2% | Added |
| TownSquare Capital, LLC | 12,700 | $1.36M | 0.02% | +2,045+19.2% | Added |
| EFG Asset Management (North America) Corp. | 12,547 | $1.34M | 0.32% | +1,181+10.4% | Added |
| Teacher Retirement System of Texas | 12,253 | $1.31M | 0.01% | +443+3.8% | Added |
| Captrust Financial Advisors | 12,247 | $1.31M | 0.01% | +1,098+9.8% | Added |
| Cannell Peter B & Co Inc | 12,245 | $1.31M | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 12,164 | $1.30M | 0.01% | +12,164 | New |
| VELA Investment Management, LLC | 12,092 | $1.30M | 0.57% | −803−6.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,037 | $1.29M | 0.09% | 00.0% | Unchanged |
| Amundi | 11,801 | $1.27M | 0.00% | +11,801 | New |
| GWM Advisors LLC | 11,187 | $1.20M | 0.01% | −2,302−17.1% | Reduced |
| Van Eck Associates Corp | 10,850 | $1.16M | 0.00% | +3,253+42.8% | Added |
| Comerica Bank | 10,395 | $1.11M | 0.01% | +10,395 | New |
| NBC Securities, Inc. | 10,353 | $1.11M | 0.12% | +10,353 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,148 | $1.09M | 0.00% | +1,360+15.5% | Added |
| Jane Street Group, LLC | 10,112 | $1.08M | 0.00% | −102,738−91.0% | Reduced |
| Park Avenue Securities LLC | 10,096 | $1.08M | 0.02% | −1,679−14.3% | Reduced |
| Voya Investment Management LLC | 9,269 | $992.9K | 0.00% | −267−2.8% | Reduced |
| Manufacturers Life Insurance Company, The | 9,265 | $992.5K | 0.00% | +9,265 | New |
| Amalgamated Bank | 9,193 | $985.0K | 0.01% | +1,413+18.2% | Added |
| Cetera Advisor Networks LLC | 8,977 | $961.6K | 0.01% | +522+6.2% | Added |
| FourThought Financial Partners, LLC | 8,541 | $914.9K | 0.13% | −416−4.6% | Reduced |
| Tower Research Capital LLC (TRC) | 8,339 | $893.3K | 0.03% | +3,743+81.4% | Added |
| Integrated Wealth Concepts LLC | 8,196 | $878.0K | 0.02% | 00.0% | Unchanged |
| PDT Partners, LLC | 8,161 | $874.2K | 0.11% | −21,796−72.8% | Reduced |
| Handelsbanken Fonder AB | 8,158 | $874.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,049 | $862.2K | 0.00% | −1,766−18.0% | Reduced |
| Connable Office Inc | 7,995 | $856.4K | 0.12% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 7,975 | $854.3K | 0.19% | +927+13.2% | Added |
| Empowered Funds, LLC | 7,905 | $846.8K | 0.02% | +264+3.5% | Added |
| O'Shaughnessy Asset Management, LLC | 7,881 | $844.2K | 0.01% | +571+7.8% | Added |
| Mariner, LLC | 7,875 | $843.6K | 0.00% | +624+8.6% | Added |
| Integrated Investment Consultants, LLC | 7,840 | $839.8K | 0.31% | +171+2.2% | Added |
| Guggenheim Capital LLC | 7,772 | $832.5K | 0.01% | −1,823−19.0% | Reduced |
| Equitable Trust Co | 7,559 | $809.7K | 0.07% | −1,162−13.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,459 | $799.0K | 0.24% | −8,070−52.0% | Reduced |
| Naples Global Advisors, LLC | 7,000 | $749.8K | 0.09% | −10−0.1% | Reduced |
| Commerce Bank | 6,976 | $747.3K | 0.01% | −20.0% | Reduced |
| Ameritas Investment Partners, Inc. | 6,800 | $728.4K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 6,514 | $697.8K | 0.06% | −28,597−81.4% | Reduced |
| BNP Paribas Arbitrage, SA | 6,348 | $680.0K | 0.00% | −8,474−57.2% | Reduced |
| James Investment Research Inc | 6,338 | $678.9K | 0.09% | 00.0% | Unchanged |
| Algert Global LLC | 6,070 | $650.2K | 0.03% | +6,070 | New |
| Pictet Asset Management Holding SA | 5,978 | $640.4K | 0.00% | +5,978 | New |
| Fulton Bank, N.A. | 5,813 | $622.7K | 0.03% | +394+7.3% | Added |
| State of Wisconsin Investment Board | 5,791 | $620.3K | 0.00% | +1,791+44.8% | Added |
| Aviva PLC | 5,664 | $606.7K | 0.00% | +5,664 | New |
| Deutsche Bank AG | 5,513 | $590.6K | 0.00% | −489−8.1% | Reduced |
| Intech Investment Management LLC | 5,476 | $586.6K | 0.01% | +5,476 | New |
| Brookstone Capital Management | 5,691 | $585.2K | 0.01% | −85−1.5% | Reduced |
| Sendero Wealth Management, LLC | 5,297 | $567.4K | 0.12% | +705+15.4% | Added |
| JustInvest LLC | 5,199 | $557.0K | 0.02% | +23+0.4% | Added |