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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.

Institutional holdersQ4 2023: 393 institutions
Q1 2021: 276 institutionsQ2 2021: 302 institutionsQ3 2021: 308 institutionsQ4 2021: 344 institutionsQ1 2022: 343 institutionsQ2 2022: 324 institutionsQ3 2022: 323 institutionsQ4 2022: 335 institutionsQ1 2023: 330 institutionsQ2 2023: 331 institutionsQ3 2023: 338 institutionsQ4 2023: 393 institutionsQ1 2024: 399 institutionsQ2 2024: 416 institutionsQ3 2024: 452 institutionsQ4 2024: 506 institutionsQ1 2025: 525 institutionsQ2 2025: 549 institutionsQ3 2025: 553 institutionsQ4 2025: 579 institutionsQ1 2026: 547 institutionsQ2 2026: 520 institutions
Value heldQ4 2023: $6.45B
Q1 2021: $3.47BQ2 2021: $4.31BQ3 2021: $4.78BQ4 2021: $5.21BQ1 2022: $4.42BQ2 2022: $3.86BQ3 2022: $3.71BQ4 2022: $4.35BQ1 2023: $4.40BQ2 2023: $4.92BQ3 2023: $5.39BQ4 2023: $6.45BQ1 2024: $6.81BQ2 2024: $7.19BQ3 2024: $8.36BQ4 2024: $9.29BQ1 2025: $8.60BQ2 2025: $9.93BQ3 2025: $10.9BQ4 2025: $9.30BQ1 2026: $7.72BQ2 2026: $7.40B
Institutions holding HLI and their total value by quarter
QuarterHoldersValue
Q2 2026520$7.40B
Q1 2026547$7.72B
Q4 2025579$9.30B
Q3 2025553$10.9B
Q2 2025549$9.93B
Q1 2025525$8.60B
Q4 2024506$9.29B
Q3 2024452$8.36B
Q2 2024416$7.19B
Q1 2024399$6.81B
Q4 2023393$6.45B
Q3 2023338$5.39B
Q2 2023331$4.92B
Q1 2023330$4.40B
Q4 2022335$4.35B
Q3 2022323$3.71B
Q2 2022324$3.86B
Q1 2022343$4.42B
Q4 2021344$5.21B
Q3 2021308$4.78B
Q2 2021302$4.31B
Q1 2021276$3.47B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q3 2023.

Institutions holding HLI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.0$390.00%0New
Bokf, NA2$2390.00%00.0%Unchanged
Tfo-TDC, LLC2$2400.00%00.0%Unchanged
Tucker Asset Management LLC3$3600.00%−13−81.3%Reduced
AdvisorNet Financial, Inc5$6000.00%+5New
SJS Investment Consulting Inc.10$1.20K0.00%−2−16.7%Reduced
DiNuzzo Private Wealth, Inc.11$1.32K0.00%+11New
Caldwell Sutter Capital, Inc.12$1.44K0.00%+12New
Hollencrest Capital Management14$1.68K0.00%+14New
Farmers & Merchants Investments Inc19$2.28K0.00%+19New
Abich Financial Wealth Management LLC19$2.28K0.00%+19New
Coppell Advisory Solutions LLC21$2.52K0.00%+21New
Private Wealth Management Group, LLC21$2.52K0.00%+21New
Bellevue Asset Management, LLC24$2.88K0.00%−12−33.3%Reduced
Provenance Wealth Advisors, LLC24$2.88K0.00%+24New
Naples Money Management LLC28$3.36K0.00%+28New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.29$3.39K0.00%00.0%Unchanged
Sunbelt Securities, Inc.29$3.48K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.30$3.60K0.00%00.0%Unchanged
Quent Capital, LLC32$3.84K0.00%00.0%Unchanged
Parkside Financial Bank & Trust33$3.96K0.00%00.0%Unchanged
Glassman Wealth Services35$4.20K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC38$4.56K0.00%−2−5.0%Reduced
Salem Investment Counselors Inc40$4.80K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group42$5.04K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.47$5.64K0.00%−4−7.8%Reduced
Larson Financial Group LLC49$5.88K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC50$6.00K0.00%+50New
Washington Trust Co53$6.38K0.00%+53New
Arlington Trust Co LLC56$6.71K0.00%+56New
Bogart Wealth, LLC61$7.32K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC62$7.43K0.01%+62New
Carolinas Wealth Consulting LLC63$7.57K0.00%−3−4.5%Reduced
Steward Partners Investment Advisory, LLC64$7.67K0.00%+14+28.0%Added
Key Financial Inc67$8.03K0.00%00.0%Unchanged
Kapitalo Investimentos Ltda70$8.39K0.00%−1,095−94.0%Reduced
Brown Brothers Harriman & Co75$8.99K0.00%00.0%Unchanged
Scarborough Advisors, LLC81$9.69K0.00%+81New
Institutional & Family Asset Management, LLC83$9.95K0.00%00.0%Unchanged
Farther Finance Advisors, LLC86$10.3K0.00%−27−23.9%Reduced
Manchester Capital Management LLC87$10.4K0.00%+78+866.7%Added
Versant Capital Management, Inc94$11.3K0.00%−26−21.7%Reduced
Allworth Financial LP95$11.4K0.00%−21−18.1%Reduced
Bell Investment Advisors, Inc95$11.4K0.00%−5−5.0%Reduced
Iron Horse Wealth Management, LLC96$11.5K0.01%00.0%Unchanged
Global Financial Private Client, LLC97$11.6K0.01%00.0%Unchanged
Spire Wealth Management98$11.7K0.00%00.0%Unchanged
Fortitude Family Office, LLC99$11.9K0.01%+99New
HHM Wealth Advisors, LLC104$12.5K0.00%00.0%Unchanged
Cornerstone Planning Group LLC111$13.3K0.00%−7−5.9%Reduced
Core Wealth Advisors, Inc.111$13.3K0.00%+111New
Cubist Systematic Strategies, LLC119$14.3K0.00%+119New
Washington Trust Advisors, Inc.121$14.5K0.00%−38−23.9%Reduced
Jones Financial Companies LLLP130$15.6K0.00%+90+225.0%Added
Lindbrook Capital, LLC132$15.8K0.00%−9−6.4%Reduced
Benjamin F. Edwards & Company, Inc.136$16.0K0.00%+136New
Quadrant Capital Group LLC168$20.1K0.00%+16+10.5%Added
Ameliora Wealth Management Ltd.169$20.3K0.01%00.0%Unchanged
Nomura Asset Management Co Ltd170$20.4K0.00%00.0%Unchanged
LM Advisors LLC183$21.9K0.00%+183New
Quarry LP195$23.4K0.01%+195New
Bartlett & Co. LLC217$26.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC217$26.3K0.00%00.0%Unchanged
Signaturefd, LLC260$31.2K0.00%+5+2.0%Added
Federation des caisses Desjardins du Quebec269$32.3K0.00%00.0%Unchanged
JJJ Advisors Inc.282$33.8K0.01%00.0%Unchanged
First Horizon Advisors, Inc.290$34.8K0.00%−49−14.5%Reduced
Eagle Bay Advisors LLC329$39.4K0.02%−162−33.0%Reduced
Accent Capital Management, LLC350$42.0K0.03%+350New
Assetmark, Inc445$53.4K0.00%−194−30.4%Reduced
Anchor Investment Management, LLC450$54.0K0.01%00.0%Unchanged
Global Retirement Partners, LLC541$63.4K0.00%−212−28.2%Reduced
Parallel Advisors, LLC536$64.3K0.00%+5+0.9%Added
Harel Insurance Investments & Financial Services Ltd.600$73.0K0.00%00.0%Unchanged
Principal Securities, Inc.688$82.5K0.00%+688New
Headlands Technologies LLC705$84.5K0.03%−103−12.7%Reduced
GAMMA Investing LLC711$85.2K0.02%+711New
Planned Solutions, Inc.722$86.6K0.04%+722New
Bessemer Group Inc730$87.0K0.00%+92+14.4%Added
Northwestern Mutual Wealth Management Co749$89.8K0.00%+749New
Impact Partnership Wealth, LLC851$102.1K0.04%+851New
Umb Bank N A870$104.3K0.00%00.0%Unchanged
KBC Group NV893$107.0K0.00%+135+17.8%Added
Covestor Ltd923$111.0K0.08%−90−8.9%Reduced
Ci Investments Inc.994$119.0K0.00%−210−17.4%Reduced
Quantbot Technologies LP1,003$120.3K0.01%+1,003New
Householder Group Estate & Retirement Specialist, LLC1,057$126.0K0.04%+22+2.1%Added
Park Place Capital Corp1,122$134.5K0.05%−648−36.6%Reduced
EverSource Wealth Advisors, LLC1,139$136.5K0.01%+123+12.1%Added
Aquatic Capital Management LLC1,200$144.0K0.00%−100−7.7%Reduced
Nisa Investment Advisors, LLC1,222$146.5K0.00%−506−29.3%Reduced
Smartleaf Asset Management LLC1,221$148.1K0.04%+1,221New
Johnson Financial Group, Inc.1,259$151.0K0.01%00.0%Unchanged
Huntington National Bank1,281$153.6K0.00%+15+1.2%Added
TD Private Client Wealth LLC1,490$178.7K0.01%00.0%Unchanged
Profund Advisors LLC1,674$200.7K0.01%+1,674New
SFMG, LLC1,695$203.2K0.02%+1,695New
Commonwealth Equity Services, LLC1,708$205.0K0.00%+1,708New
OneAscent Wealth Management LLC1,718$206.0K0.08%+1,718New
O'Neil Global Advisors, Inc.1,728$207.0K0.12%+1,728New