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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 100 | $10.7K | 0.00% | +5+5.3% | Added |
| Spire Wealth Management | 98 | $10.5K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 96 | $10.3K | 0.01% | +96 | New |
| Global Financial Private Client, LLC | 97 | $10.2K | 0.01% | 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 |
| Brown Brothers Harriman & Co | 75 | $8.03K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 70 | $7.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 67 | $7.18K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 66 | $6.65K | 0.00% | −174−72.5% | Reduced |
| Okabena Investment Services Inc | 62 | $6.64K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 61 | $6.53K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 51 | $5.46K | 0.00% | −17−25.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 50 | $5.36K | 0.00% | −31−38.3% | Reduced |
| Larson Financial Group LLC | 49 | $5.25K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 42 | $4.50K | 0.00% | +42 | 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 |
| KB Financial Partners, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 43 | $4.00K | 0.00% | +43 | New |
| Bellevue Asset Management, LLC | 36 | $3.86K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $3.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 33 | $3.54K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 32 | $3.43K | 0.00% | +32 | New |
| Cullen/Frost Bankers, Inc. | 30 | $3.21K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 29 | $3.11K | 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 |
| Tucker Asset Management LLC | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 10 | $1.07K | 0.00% | +10 | New |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Manchester Capital Management LLC | 9 | $965 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $750 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $201 | 0.00% | −57−96.6% | Reduced |
| Tfo-TDC, LLC | 2 | $197 | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 0 | $0 | 0.00% | −66,085−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −57,900−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −42,745−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −40,999−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,564−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,553−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,854−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −8,618−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −8,569−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,416−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6,964−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −3,717−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,514−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,420−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,048−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −2,901−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −2,659−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −2,471−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −2,241−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −2,148−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Acima Private Wealth, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Vigilant Capital Management, LLC | – | – | – | – | Not filed |
| Intercontinental Wealth Advisors, LLC | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| PFS Investments Inc. | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |