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, Q4 2023
Institutional positions in Houlihan Lokey, Inc. as of Dec 31, 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
- 393
- +61 vs. Q3 2023
- Shares held
- 53.9M
- +3.73M (+7.4%) vs. Q3 2023
- Total value
- $6.45B
- +$1.06B (+19.7%) vs. Q3 2023
- New holders
- 87
- 125 more added
- Sold out
- 26
- 131 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,309,339 | $636.6M | 0.02% | +2,262,880+74.3% | Added |
| Vanguard Group Inc | 5,074,300 | $608.5M | 0.01% | +143,560+2.9% | Added |
| Earnest Partners LLC | 3,230,161 | $387.3M | 1.93% | +106,910+3.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,785,812 | $334.0M | 0.84% | +25,668+0.9% | Added |
| Wellington Management Group LLP | 2,221,017 | $266.3M | 0.05% | −502,670−18.5% | Reduced |
| FMR LLC | 1,791,698 | $214.8M | 0.02% | +284,088+18.8% | Added |
| Burgundy Asset Management Ltd. | 1,714,480 | $205.6M | 2.28% | +46,443+2.8% | Added |
| State Street Corp | 1,512,010 | $181.3M | 0.01% | +636,333+72.7% | Added |
| T. Rowe Price Investment Management, Inc. | 1,346,823 | $161.5M | 0.11% | −9,589−0.7% | Reduced |
| Bamco Inc | 1,298,610 | $155.7M | 0.41% | −967−0.1% | Reduced |
| Fiduciary Management Inc | 1,195,597 | $143.4M | 1.34% | +39,705+3.4% | Added |
| Ameriprise Financial Inc | 1,157,947 | $138.8M | 0.04% | +59,513+5.4% | Added |
| Clearbridge Investments, LLC | 1,094,417 | $131.2M | 0.11% | −85,078−7.2% | Reduced |
| Neuberger Berman Group LLC | 1,034,226 | $124.0M | 0.11% | −9,618−0.9% | Reduced |
| Bank of America Corp | 1,019,228 | $122.2M | 0.01% | +2,697+0.3% | Added |
| Thrivent Financial for Lutherans | 993,832 | $119.2M | 0.26% | +45,717+4.8% | Added |
| Geode Capital Management, LLC | 848,847 | $101.8M | 0.01% | +49,465+6.2% | Added |
| Alliancebernstein L.P. | 834,811 | $100.1M | 0.04% | −776,940−48.2% | Reduced |
| Van Berkom & Associates Inc. | 797,863 | $95.7M | 2.78% | −69,173−8.0% | Reduced |
| Capital International Investors | 792,073 | $95.0M | 0.02% | +286,746+56.7% | Added |
| Morgan Stanley | 711,270 | $85.3M | 0.01% | −11,772−1.6% | Reduced |
| SEI Investments Co | 693,248 | $83.1M | 0.13% | +194,867+39.1% | Added |
| Northern Trust Corp | 640,604 | $76.8M | 0.01% | +146,996+29.8% | Added |
| Dimensional Fund Advisors LP | 632,451 | $75.8M | 0.02% | −32,314−4.9% | Reduced |
| Norges Bank | 585,646 | $70.2M | 0.01% | +25,256+4.5% | Added |
| Natixis Advisors, L.P. | 545,235 | $65.4M | 0.17% | −2,925−0.5% | Reduced |
| Bank of New York Mellon Corp | 539,133 | $64.6M | 0.01% | +208,914+63.3% | Added |
| GW&K Investment Management, LLC | 485,994 | $58.3M | 0.54% | −148,930−23.5% | Reduced |
| Envestnet Asset Management Inc | 480,772 | $57.6M | 0.02% | +10,595+2.3% | Added |
| Wells Fargo & Company | 472,224 | $56.6M | 0.02% | +9,489+2.1% | Added |
| Nordea Investment Management AB | 429,245 | $51.7M | 0.07% | +1,920+0.4% | Added |
| Charles Schwab Investment Management Inc | 430,152 | $51.6M | 0.01% | +14,985+3.6% | Added |
| Brown Advisory Inc | 408,477 | $49.0M | 0.07% | +41,215+11.2% | Added |
| Goldman Sachs Group Inc | 359,611 | $43.1M | 0.01% | −14,401−3.9% | Reduced |
| Macquarie Group Ltd | 355,369 | $42.6M | 0.05% | −17,803−4.8% | Reduced |
| Franklin Resources Inc | 315,948 | $37.9M | 0.02% | −169,623−34.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 299,686 | $35.9M | 2.15% | +2,375+0.8% | Added |
| HighTower Advisors, LLC | 290,981 | $34.9M | 0.06% | +6,024+2.1% | Added |
| Ancora Advisors, LLC | 281,745 | $33.8M | 0.80% | −1,135−0.4% | Reduced |
| Argent Capital Management LLC | 248,398 | $29.8M | 0.97% | +18,834+8.2% | Added |
| Jane Street Group, LLC | 238,333 | $28.6M | 0.03% | +228,221+2,256.9% | Added |
| Principal Financial Group Inc | 216,186 | $25.9M | 0.02% | +192,668+819.2% | Added |
| Royce & Associates LP | 208,634 | $25.0M | 0.23% | −57,542−21.6% | Reduced |
| Jennison Associates LLC | 185,412 | $22.2M | 0.02% | −143,817−43.7% | Reduced |
| Rhumbline Advisers | 179,320 | $21.5M | 0.02% | +84,919+90.0% | Added |
| Eventide Asset Management, LLC | 175,269 | $21.0M | 0.34% | +25,637+17.1% | Added |
| Flputnam Investment Management Co | 172,618 | $20.7M | 0.49% | +3,027+1.8% | Added |
| New York State Common Retirement Fund | 168,931 | $20.3M | 0.03% | +8,905+5.6% | Added |
| Barlow Wealth Partners, Inc. | 168,767 | $20.2M | 2.88% | +168,767 | New |
| Public Employees Retirement Association of Colorado | 165,791 | $19.9M | 0.09% | +44,558+36.8% | Added |
| Emerald Advisers, LLC | 164,212 | $19.7M | 0.84% | −2,757−1.7% | Reduced |
| Invesco Ltd. | 162,708 | $19.5M | 0.00% | +43,370+36.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 161,938 | $19.4M | 0.09% | −33,554−17.2% | Reduced |
| UBS Group AG | 160,517 | $19.2M | 0.01% | −14,109−8.1% | Reduced |
| Montanaro Asset Management Ltd | 144,750 | $17.4M | 3.27% | +3,750+2.7% | Added |
| Raymond James & Associates | 137,643 | $16.5M | 0.01% | +17,544+14.6% | Added |
| Emerald Mutual Fund Advisers Trust | 136,800 | $16.4M | 0.87% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 134,120 | $16.1M | 0.87% | +488+0.4% | Added |
| Nuveen Asset Management, LLC | 132,081 | $15.8M | 0.01% | +1,707+1.3% | Added |
| Driehaus Capital Management LLC | 131,523 | $15.8M | 0.19% | +66,748+103.0% | Added |
| Segall Bryant & Hamill, LLC | 122,871 | $14.7M | 0.28% | +401+0.3% | Added |
| Eagle Asset Management Inc | 118,460 | $14.2M | 0.08% | +12,419+11.7% | Added |
| Schroder Investment Management Group | 117,165 | $14.0M | 0.02% | −11,493−8.9% | Reduced |
| Great Lakes Advisors, LLC | 114,657 | $13.7M | 0.13% | −2,088−1.8% | Reduced |
| Legal & General Group Plc | 111,063 | $13.3M | 0.00% | +26,608+31.5% | Added |
| JPMorgan Chase & Co | 109,336 | $13.1M | 0.00% | −6,520−5.6% | Reduced |
| UBS Asset Management Americas Inc | 105,560 | $12.7M | 0.00% | +12,762+13.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 103,610 | $12.4M | 0.22% | +103,610 | New |
| Swiss National Bank | 101,236 | $12.1M | 0.01% | −10,500−9.4% | Reduced |
| California Public Employees Retirement System | 96,181 | $11.5M | 0.01% | −2,310−2.3% | Reduced |
| Pier Capital, LLC | 95,476 | $11.4M | 1.64% | −936−1.0% | Reduced |
| Grandeur Peak Global Advisors, LLC | 85,130 | $10.2M | 0.72% | −2,186−2.5% | Reduced |
| Russell Investments Group, Ltd. | 80,183 | $9.61M | 0.02% | −2,879−3.5% | Reduced |
| FIL Ltd | 79,307 | $9.51M | 0.01% | −43,171−35.2% | Reduced |
| Public Employees Retirement System of Ohio | 77,923 | $9.34M | 0.04% | −923−1.2% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 76,402 | $9.16M | 2.63% | −4,334−5.4% | Reduced |
| Barclays PLC | 72,632 | $8.71M | 0.00% | +47,426+188.2% | Added |
| American International Group, Inc. | 69,743 | $8.36M | 0.03% | +69,283+15,061.5% | Added |
| Bell Asset Management Ltd | 67,705 | $8.12M | 1.24% | +90.0% | Added |
| Woodson Capital Management, LP | 66,000 | $7.91M | 1.84% | +66,000 | New |
| Mutual of America Capital Management LLC | 65,885 | $7.90M | 0.09% | +30,354+85.4% | Added |
| Stifel Financial Corp | 65,447 | $7.85M | 0.01% | +1,832+2.9% | Added |
| Credit Suisse AG | 65,178 | $7.82M | 0.01% | +1,932+3.1% | Added |
| Retirement Systems of Alabama | 64,644 | $7.75M | 0.03% | +64,644 | New |
| First Trust Advisors LP | 63,746 | $7.64M | 0.01% | −22,257−25.9% | Reduced |
| Crawford Investment Counsel Inc | 60,301 | $7.23M | 0.14% | −508−0.8% | Reduced |
| Granite Investment Partners, LLC | 59,278 | $7.11M | 0.28% | +613+1.0% | Added |
| Victory Capital Management Inc | 59,208 | $7.10M | 0.01% | +14,475+32.4% | Added |
| British Columbia Investment Management Corp | 57,000 | $6.83M | 0.06% | +27,000+90.0% | Added |
| Whittier Trust Co | 55,929 | $6.71M | 0.11% | +1,266+2.3% | Added |
| STRS Ohio | 55,700 | $6.68M | 0.03% | +5,700+11.4% | Added |
| Alps Advisors Inc | 54,226 | $6.50M | 0.05% | +7,616+16.3% | Added |
| California State Teachers Retirement System | 54,199 | $6.50M | 0.01% | −2,013−3.6% | Reduced |
| American Century Companies Inc | 52,548 | $6.30M | 0.00% | +35,292+204.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 48,150 | $5.77M | 2.68% | −189−0.4% | Reduced |
| FineMark National Bank & Trust | 47,801 | $5.73M | 0.23% | −537−1.1% | Reduced |
| Voloridge Investment Management, LLC | 46,347 | $5.56M | 0.02% | +46,347 | New |
| Texas Permanent School Fund | 44,581 | $5.35M | 0.05% | +44,581 | New |
| Manufacturers Life Insurance Company, The | 43,666 | $5.24M | 0.00% | +34,401+371.3% | Added |
| Point72 Asset Management, L.P. | 43,200 | $5.18M | 0.02% | −117,438−73.1% | Reduced |