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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 1,742 | $208.9K | 0.04% | +1,742 | New |
| Steward Partners Investment Solutions, LLC | 1,790 | $214.6K | 0.09% | +1,790 | New |
| Proequities, Inc. | 1,817 | $217.9K | 0.02% | −246−11.9% | Reduced |
| HighPoint Advisor Group LLC | 1,761 | $221.0K | 0.02% | +1,761 | New |
| SYSTM Wealth Solutions LLC | 1,855 | $222.4K | 0.03% | −728−28.2% | Reduced |
| Camden Capital, LLC | 1,874 | $224.7K | 0.02% | +1,874 | New |
| Cetera Advisors LLC | 1,906 | $228.5K | 0.00% | +1,906 | New |
| Triasima Portfolio Management inc. | 1,918 | $230.0K | 0.02% | +1,918 | New |
| Cetera Investment Advisers | 1,920 | $230.2K | 0.00% | −211−9.9% | Reduced |
| Gsa Capital Partners LLP | 1,932 | $232.0K | 0.02% | +1,932 | New |
| Avantax Advisory Services, Inc. | 1,974 | $236.7K | 0.00% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,973 | $239.2K | 0.03% | −143−6.8% | Reduced |
| Moloney Securities Asset Management, LLC | 2,027 | $243.1K | 0.04% | −30−1.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,050 | $245.8K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,131 | $255.5K | 0.00% | −28−1.3% | Reduced |
| FDx Advisors, Inc. | 2,131 | $256.0K | 0.02% | −43−2.0% | Reduced |
| Sawgrass Asset Management LLC | 2,222 | $266.4K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 2,226 | $266.9K | 0.01% | +2,226 | New |
| Dynamic Technology Lab Private Ltd | 2,240 | $269.0K | 0.03% | +2,240 | New |
| Ronald Blue Trust, Inc. | 2,516 | $270.0K | 0.00% | +468+22.9% | Added |
| Vident Advisory, LLC | 2,265 | $271.6K | 0.01% | −105−4.4% | Reduced |
| OneAscent Financial Services LLC | 2,320 | $278.0K | 0.03% | +2,320 | New |
| Boothbay Fund Management, LLC | 2,384 | $285.9K | 0.01% | +2,384 | New |
| QRG Capital Management, Inc. | 2,446 | $293.3K | 0.00% | +218+9.8% | Added |
| Glenmede Trust Co NA | 2,465 | $295.6K | 0.00% | −74−2.9% | Reduced |
| Everpar Advisors LLC | 2,509 | $300.9K | 0.14% | +2,509 | New |
| Advisory Services Network, LLC | 2,612 | $313.2K | 0.01% | −160−5.8% | Reduced |
| Riverwater Partners LLC | 2,648 | $317.5K | 0.25% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,715 | $325.6K | 0.00% | +2,715 | New |
| Stephenson National Bank & Trust | 2,750 | $329.8K | 0.16% | −348−11.2% | Reduced |
| Custom Index Systems, LLC | 2,757 | $330.6K | 0.21% | +2,757 | New |
| Handelsinvest Investeringsforvaltning | 2,774 | $333.0K | 0.14% | +2,774 | New |
| Utah Retirement Systems | 2,800 | $335.7K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,823 | $338.5K | 0.03% | +2,823 | New |
| Keybank National Association | 2,895 | $347.1K | 0.00% | −589−16.9% | Reduced |
| Creative Planning | 2,895 | $347.2K | 0.00% | +152+5.5% | Added |
| Beacon Pointe Advisors, LLC | 2,951 | $353.9K | 0.00% | −884−23.1% | Reduced |
| Petrus Trust Company, LTA | 3,089 | $370.4K | 0.04% | +3,089 | New |
| First Bank & Trust | 3,105 | $372.3K | 0.09% | −256−7.6% | Reduced |
| Private Advisor Group, LLC | 3,198 | $383.5K | 0.00% | +102+3.3% | Added |
| Prelude Capital Management, LLC | 3,386 | $406.0K | 0.04% | +3,386 | New |
| Hamilton Capital Partners Inc. | 3,400 | $407.7K | 0.08% | +1,314+63.0% | Added |
| Wealth Alliance | 3,557 | $426.5K | 0.06% | −79−2.2% | Reduced |
| Toroso Investments, LLC | 3,679 | $441.1K | 0.01% | +3,679 | New |
| Sawtooth Solutions, LLC | 3,702 | $443.9K | 0.01% | −57−1.5% | Reduced |
| State of Wyoming | 3,765 | $451.5K | 0.08% | +646+20.7% | Added |
| Pathstone Holdings, LLC | 3,766 | $451.6K | 0.00% | +3,766 | New |
| Bleakley Financial Group, LLC | 3,780 | $453.3K | 0.01% | +21+0.6% | Added |
| Intech Investment Management LLC | 3,830 | $459.3K | 0.01% | −1,646−30.1% | Reduced |
| Centiva Capital, LP | 3,833 | $459.6K | 0.03% | +3,833 | New |
| Yorktown Management & Research Co Inc | 3,850 | $461.7K | 0.48% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,928 | $471.0K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 3,983 | $477.6K | 0.27% | +3,983 | New |
| Crossmark Global Holdings, Inc. | 4,018 | $482.0K | 0.01% | +4,018 | New |
| Summit Trail Advisors, LLC | 4,026 | $482.8K | 0.02% | −73−1.8% | Reduced |
| Brinker Capital Investments, LLC | 4,154 | $485.3K | 0.01% | −89−2.1% | Reduced |
| Orion Portfolio Solutions, LLC | 4,154 | $485.3K | 0.01% | −89−2.1% | Reduced |
| AE Wealth Management LLC | 4,100 | $495.7K | 0.00% | +1,317+47.3% | Added |
| Alpine Woods Capital Investors, LLC | 4,300 | $515.6K | 0.08% | −570−11.7% | Reduced |
| Studio Investment Management LLC | 4,348 | $521.4K | 0.13% | −818−15.8% | Reduced |
| Securian Asset Management, Inc | 4,356 | $522.3K | 0.01% | +4,356 | New |
| Two Sigma Investments, LP | 4,375 | $524.6K | 0.00% | +4,375 | New |
| Hantz Financial Services, Inc. | 4,376 | $525.0K | 0.01% | +26+0.6% | Added |
| M&T Bank Corp | 4,379 | $525.1K | 0.00% | +526+13.7% | Added |
| Resources Management Corp | 4,468 | $536.0K | 0.08% | −155−3.4% | Reduced |
| Clifford Group, LLC | 4,540 | $544.4K | 0.50% | +42+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 4,790 | $574.4K | 0.00% | −7,952−62.4% | Reduced |
| Federated Hermes, Inc. | 4,846 | $581.1K | 0.00% | +4,846 | New |
| CAPROCK Group, Inc. | 4,869 | $583.9K | 0.04% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,874 | $584.4K | 0.00% | −917−15.8% | Reduced |
| Intrust Bank NA | 4,924 | $590.4K | 0.07% | −26−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 4,990 | $598.4K | 0.01% | −88−1.7% | Reduced |
| Isthmus Partners, LLC | 5,086 | $609.9K | 0.08% | 00.0% | Unchanged |
| Commerce Bank | 5,136 | $615.9K | 0.00% | −1,840−26.4% | Reduced |
| AQR Capital Management LLC | 5,512 | $661.0K | 0.00% | −2,537−31.5% | Reduced |
| State of Alaska, Department of Revenue | 5,575 | $668.0K | 0.01% | +5,575 | New |
| D. E. Shaw & Co., Inc. | 5,749 | $689.4K | 0.00% | −9,149−61.4% | Reduced |
| Brookstone Capital Management | 5,765 | $691.3K | 0.01% | +74+1.3% | Added |
| Sendero Wealth Management, LLC | 5,822 | $698.1K | 0.13% | +525+9.9% | Added |
| JustInvest LLC | 5,952 | $713.8K | 0.02% | +753+14.5% | Added |
| Deutsche Bank AG | 5,958 | $714.4K | 0.00% | +445+8.1% | Added |
| Pictet Asset Management Holding SA | 5,978 | $716.8K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 6,005 | $720.1K | 0.08% | −995−14.2% | Reduced |
| James Investment Research Inc | 6,338 | $760.0K | 0.10% | 00.0% | Unchanged |
| PDT Partners, LLC | 6,351 | $761.5K | 0.08% | −1,810−22.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,425 | $770.4K | 0.20% | −1,034−13.9% | Reduced |
| Fulton Bank, N.A. | 6,452 | $773.7K | 0.03% | +639+11.0% | Added |
| Xponance, Inc. | 6,597 | $791.0K | 0.01% | +4,365+195.6% | Added |
| Interval Partners, LP | 6,675 | $800.4K | 0.03% | −82,579−92.5% | Reduced |
| Citadel Advisors LLC | 6,912 | $828.8K | 0.00% | −14,306−67.4% | Reduced |
| Guggenheim Capital LLC | 7,301 | $875.5K | 0.01% | −471−6.1% | Reduced |
| Integrated Wealth Concepts LLC | 7,438 | $891.9K | 0.01% | −758−9.2% | Reduced |
| Equitable Trust Co | 7,439 | $892.0K | 0.07% | −120−1.6% | Reduced |
| Connable Office Inc | 7,660 | $918.5K | 0.11% | −335−4.2% | Reduced |
| Pacer Advisors, Inc. | 7,748 | $929.1K | 0.00% | +7,748 | New |
| Integrated Investment Consultants, LLC | 7,759 | $930.4K | 0.29% | −81−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,812 | $936.7K | 0.01% | −69−0.9% | Reduced |
| FourThought Financial Partners, LLC | 8,021 | $961.8K | 0.12% | −520−6.1% | Reduced |
| SG Americas Securities, LLC | 8,089 | $970.0K | 0.01% | +7,032+665.3% | Added |
| Handelsbanken Fonder AB | 8,158 | $978.0K | 0.00% | 00.0% | Unchanged |