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 |
|---|---|---|---|---|---|
| Studio Investment Management LLC | 5,166 | $553.4K | 0.15% | −194−3.6% | Reduced |
| Isthmus Partners, LLC | 5,086 | $544.8K | 0.08% | +6+0.1% | Added |
| Moneta Group Investment Advisors LLC | 5,078 | $544.0K | 0.01% | +233+4.8% | Added |
| Dark Forest Capital Management LP | 5,032 | $539.0K | 0.05% | −3,184−38.8% | Reduced |
| Quadrature Capital Ltd | 4,971 | $532.6K | 0.01% | +4,971 | New |
| Intrust Bank NA | 4,950 | $530.2K | 0.07% | −41−0.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,870 | $522.0K | 0.08% | −17−0.3% | Reduced |
| CAPROCK Group, Inc. | 4,869 | $521.6K | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 4,623 | $495.0K | 0.08% | −665−12.6% | Reduced |
| Clifford Group, LLC | 4,498 | $481.8K | 0.52% | −1,432−24.1% | Reduced |
| Hantz Financial Services, Inc. | 4,350 | $466.0K | 0.01% | +891+25.8% | 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 |
| Summit Trail Advisors, LLC | 4,099 | $439.1K | 0.02% | +76+1.9% | Added |
| LMR Partners LLP | 4,018 | $430.4K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,928 | $420.8K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 3,853 | $412.7K | 0.00% | +3,853 | New |
| Yorktown Management & Research Co Inc | 3,850 | $412.4K | 0.46% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,835 | $410.8K | 0.01% | +3,835 | New |
| 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 |
| Wealth Alliance | 3,636 | $389.5K | 0.06% | −261−6.7% | Reduced |
| Sciencast Management LP | 3,500 | $374.9K | 0.17% | +3,500 | New |
| Keybank National Association | 3,484 | $373.2K | 0.00% | −549−13.6% | Reduced |
| First Bank & Trust | 3,361 | $360.0K | 0.09% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 3,200 | $342.8K | 0.00% | +3,200 | New |
| J2 Capital Management Inc | 3,189 | $341.6K | 0.43% | −39−1.2% | Reduced |
| State of Wyoming | 3,119 | $334.1K | 0.07% | +1,391+80.5% | Added |
| Stephenson National Bank & Trust | 3,098 | $331.9K | 0.19% | +134+4.5% | Added |
| Private Advisor Group, LLC | 3,096 | $331.6K | 0.00% | +18+0.6% | Added |
| ExodusPoint Capital Management, LP | 2,982 | $319.0K | 0.00% | −31,772−91.4% | Reduced |
| Greenland Capital Management LP | 2,808 | $300.8K | 0.04% | +2,808 | New |
| Utah Retirement Systems | 2,800 | $299.9K | 0.00% | +100+3.7% | Added |
| Hilton Capital Management, LLC | 2,792 | $299.1K | 0.04% | −30−1.1% | Reduced |
| AE Wealth Management LLC | 2,783 | $298.1K | 0.00% | −64−2.2% | Reduced |
| Advisory Services Network, LLC | 2,772 | $296.9K | 0.01% | +19+0.7% | Added |
| Creative Planning | 2,743 | $293.9K | 0.00% | −60−2.1% | Reduced |
| Blair William & Co | 2,711 | $290.4K | 0.00% | +2,711 | New |
| Riverwater Partners LLC | 2,648 | $283.7K | 0.26% | −335−11.2% | Reduced |
| SYSTM Wealth Solutions LLC | 2,583 | $276.7K | 0.04% | +147+6.0% | Added |
| Glenmede Trust Co NA | 2,539 | $272.0K | 0.00% | −304−10.7% | Reduced |
| Advisor Partners II, LLC | 2,383 | $255.3K | 0.01% | +2,383 | New |
| Vident Advisory, LLC | 2,370 | $253.9K | 0.01% | +2,370 | New |
| Xponance, Inc. | 2,232 | $239.1K | 0.00% | +40+1.8% | Added |
| QRG Capital Management, Inc. | 2,228 | $238.7K | 0.00% | +2,228 | New |
| Sawgrass Asset Management LLC | 2,222 | $238.0K | 0.03% | −96−4.1% | Reduced |
| FDx Advisors, Inc. | 2,174 | $233.0K | 0.02% | +2,174 | New |
| Kestra Advisory Services, LLC | 2,159 | $231.3K | 0.00% | −21−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 2,116 | $229.8K | 0.03% | −118−5.3% | Reduced |
| Cetera Investment Advisers | 2,131 | $228.3K | 0.00% | −32−1.5% | Reduced |
| Squarepoint Ops LLC | 2,109 | $225.9K | 0.00% | −2,323−52.4% | Reduced |
| Hamilton Capital Partners Inc. | 2,086 | $223.5K | 0.08% | −2,512−54.6% | Reduced |
| Proequities, Inc. | 2,063 | $221.0K | 0.02% | −44−2.1% | Reduced |
| Moloney Securities Asset Management, LLC | 2,057 | $220.3K | 0.04% | +2,057 | New |
| Cassaday & Co Wealth Management LLC | 2,050 | $219.6K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,974 | $211.5K | 0.00% | +1,974 | New |
| Prana Capital Management, LP | 1,933 | $207.1K | 0.01% | +1,933 | New |
| Ronald Blue Trust, Inc. | 2,048 | $201.0K | 0.00% | +1,415+223.5% | Added |
| Park Place Capital Corp | 1,770 | $189.6K | 0.06% | −20−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,728 | $185.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,490 | $159.6K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,300 | $139.0K | 0.01% | +900+225.0% | Added |
| Huntington National Bank | 1,266 | $135.6K | 0.00% | +35+2.8% | Added |
| Johnson Financial Group, Inc. | 1,259 | $134.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,204 | $129.0K | 0.00% | +19+1.6% | Added |
| Kapitalo Investimentos Ltda | 1,165 | $124.8K | 0.02% | +829+246.7% | Added |
| MetLife Investment Management | 1,159 | $124.2K | 0.00% | +23+2.0% | Added |
| SG Americas Securities, LLC | 1,057 | $113.0K | 0.00% | −676−39.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,035 | $110.9K | 0.04% | +1,035 | New |
| Covestor Ltd | 1,013 | $109.0K | 0.08% | +3+0.3% | Added |
| EverSource Wealth Advisors, LLC | 1,016 | $108.9K | 0.01% | +173+20.5% | Added |
| Umb Bank N A | 870 | $93.2K | 0.00% | +225+34.9% | Added |
| Headlands Technologies LLC | 808 | $86.6K | 0.04% | +808 | New |
| KBC Group NV | 758 | $81.0K | 0.00% | +758 | New |
| Global Retirement Partners, LLC | 753 | $79.1K | 0.00% | +109+16.9% | Added |
| Assetmark, Inc | 639 | $68.5K | 0.00% | +29+4.8% | Added |
| Bessemer Group Inc | 638 | $68.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $65.0K | 0.00% | +300+100.0% | Added |
| Parallel Advisors, LLC | 531 | $56.9K | 0.00% | −43−7.5% | Reduced |
| Eagle Bay Advisors LLC | 491 | $52.6K | 0.02% | +245+99.6% | Added |
| American International Group, Inc. | 460 | $49.3K | 0.00% | −18−3.8% | Reduced |
| Anchor Investment Management, LLC | 450 | $48.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 339 | $36.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 290 | $31.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 282 | $30.2K | 0.01% | +282 | New |
| Federation des caisses Desjardins du Quebec | 269 | $28.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 255 | $27.3K | 0.00% | +7+2.8% | Added |
| Bartlett & Co. Wealth Management LLC | 217 | $23.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 217 | $23.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $21.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $18.2K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 169 | $18.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 159 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 152 | $16.3K | 0.00% | +19+14.3% | Added |
| Lindbrook Capital, LLC | 141 | $15.1K | 0.00% | +6+4.4% | Added |
| Versant Capital Management, Inc | 120 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 118 | $12.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 116 | $12.4K | 0.00% | +26+28.9% | Added |
| Farther Finance Advisors, LLC | 113 | $12.1K | 0.00% | −82−42.1% | Reduced |
| HHM Wealth Advisors, LLC | 104 | $11.1K | 0.00% | 00.0% | Unchanged |