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 |
|---|---|---|---|---|---|
| Entropy Technologies, LP | 8,297 | $994.9K | 0.18% | +8,297 | New |
| Susquehanna International Group, LLP | 8,299 | $995.1K | 0.00% | −108,229−92.9% | Reduced |
| Tower Research Capital LLC (TRC) | 8,446 | $1.01M | 0.01% | +107+1.3% | Added |
| Hilton Capital Management, LLC | 8,516 | $1.02M | 0.11% | +5,724+205.0% | Added |
| Mariner, LLC | 8,568 | $1.03M | 0.00% | +693+8.8% | Added |
| Oak Thistle LLC | 8,695 | $1.04M | 0.30% | +8,695 | New |
| Axq Capital, LP | 8,700 | $1.04M | 0.28% | +8,700 | New |
| Linden Thomas Advisory Services, LLC | 9,411 | $1.13M | 0.21% | +1,436+18.0% | Added |
| Captrust Financial Advisors | 9,503 | $1.14M | 0.00% | −2,744−22.4% | Reduced |
| Voya Investment Management LLC | 9,555 | $1.15M | 0.00% | +286+3.1% | Added |
| Empowered Funds, LLC | 9,676 | $1.16M | 0.03% | +1,771+22.4% | Added |
| Park Avenue Securities LLC | 9,679 | $1.16M | 0.02% | −417−4.1% | Reduced |
| NBC Securities, Inc. | 10,099 | $1.21M | 0.12% | −254−2.5% | Reduced |
| EFG Asset Management (North America) Corp. | 10,241 | $1.23M | 0.23% | −2,306−18.4% | Reduced |
| New Mexico Educational Retirement Board | 10,600 | $1.27M | 0.05% | +10,600 | New |
| Cetera Advisor Networks LLC | 11,069 | $1.33M | 0.01% | +2,092+23.3% | Added |
| Assenagon Asset Management S.A. | 11,324 | $1.36M | 0.00% | +11,324 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,389 | $1.37M | 0.01% | +11,389 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,405 | $1.37M | 0.01% | +1,257+12.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,483 | $1.38M | 0.04% | +11,483 | New |
| Quadrature Capital Ltd | 11,636 | $1.40M | 0.03% | +6,665+134.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,730 | $1.41M | 0.01% | −434−3.6% | Reduced |
| Capital Fund Management S.A. | 11,826 | $1.42M | 0.02% | +11,826 | New |
| Teachers Retirement System of the State of Kentucky | 11,900 | $1.43M | 0.01% | +11,900 | New |
| Teacher Retirement System of Texas | 12,013 | $1.44M | 0.01% | −240−2.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,037 | $1.44M | 0.09% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 12,092 | $1.45M | 0.59% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,107 | $1.46M | 0.00% | −7,572−38.5% | Reduced |
| Cannell Peter B & Co Inc | 12,245 | $1.47M | 0.05% | 00.0% | Unchanged |
| State of Michigan Retirement System | 12,400 | $1.49M | 0.01% | +12,400 | New |
| New York State Teachers Retirement System | 13,151 | $1.58M | 0.00% | +13,151 | New |
| Cresset Asset Management, LLC | 13,734 | $1.65M | 0.01% | +415+3.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,746 | $1.65M | 0.00% | −1,012−6.9% | Reduced |
| BNP Paribas Arbitrage, SA | 14,130 | $1.69M | 0.00% | +7,782+122.6% | Added |
| Van Eck Associates Corp | 14,289 | $1.71M | 0.00% | +3,439+31.7% | Added |
| Arizona State Retirement System | 14,366 | $1.72M | 0.01% | −107−0.7% | Reduced |
| Bridgewater Associates, LP | 14,377 | $1.72M | 0.01% | +1,443+11.2% | Added |
| Louisiana State Employees Retirement System | 14,500 | $1.74M | 0.04% | +14,500 | New |
| Oregon Public Employees Retirement Fund | 14,590 | $1.75M | 0.03% | +14,590 | New |
| Illinois Municipal Retirement Fund | 14,881 | $1.78M | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 15,037 | $1.80M | 0.00% | +10+0.1% | Added |
| TownSquare Capital, LLC | 15,103 | $1.81M | 0.03% | +2,403+18.9% | Added |
| CWM, LLC | 15,167 | $1.82M | 0.01% | −1,587−9.5% | Reduced |
| Taylor Frigon Capital Management LLC | 15,405 | $1.85M | 0.93% | −469−3.0% | Reduced |
| Geneos Wealth Management Inc. | 15,419 | $1.85M | 0.09% | −204−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 15,460 | $1.85M | 0.04% | −3,185−17.1% | Reduced |
| Edgestream Partners, L.P. | 15,659 | $1.88M | 0.14% | +9,145+140.4% | Added |
| Algert Global LLC | 15,720 | $1.88M | 0.08% | +9,650+159.0% | Added |
| Prudential Financial Inc | 17,335 | $2.08M | 0.00% | +3,718+27.3% | Added |
| Davenport & Co LLC | 17,376 | $2.08M | 0.01% | −946−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 17,940 | $2.15M | 0.00% | −1,292−6.7% | Reduced |
| Ameritas Investment Partners, Inc. | 18,196 | $2.18M | 0.08% | +11,396+167.6% | Added |
| GWM Advisors LLC | 18,950 | $2.29M | 0.02% | +7,763+69.4% | Added |
| Bank of Nova Scotia | 19,200 | $2.30M | 0.00% | +4,620+31.7% | Added |
| MML Investors Services, LLC | 19,327 | $2.32M | 0.01% | −1,926−9.1% | Reduced |
| State Board of Administration of Florida Retirement System | 19,860 | $2.38M | 0.00% | +4,981+33.5% | Added |
| Alberta Investment Management Corp | 20,976 | $2.52M | 0.02% | −377−1.8% | Reduced |
| Regions Financial Corp | 21,481 | $2.58M | 0.02% | −71−0.3% | Reduced |
| Atria Investments LLC | 21,579 | $2.59M | 0.04% | +3,367+18.5% | Added |
| CI Private Wealth, LLC | 22,293 | $2.67M | 0.00% | +714+3.3% | Added |
| Treasurer of the State of North Carolina | 22,440 | $2.69M | 0.01% | +220+1.0% | Added |
| Bank of Montreal | 22,201 | $2.71M | 0.00% | +3,163+16.6% | Added |
| Janus Henderson Group PLC | 24,121 | $2.89M | 0.00% | −40−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 24,284 | $2.91M | 0.26% | +24,284 | New |
| Yousif Capital Management, LLC | 24,688 | $2.96M | 0.03% | +24,688 | New |
| Harbor Advisors LLC | 25,000 | $3.00M | 0.57% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 25,078 | $3.01M | 0.00% | +1,322+5.6% | Added |
| West Coast Financial LLC | 25,286 | $3.03M | 0.40% | −85,699−77.2% | Reduced |
| Richard Bernstein Advisors LLC | 26,365 | $3.16M | 0.07% | +16+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,271 | $3.27M | 0.01% | +19+0.1% | Added |
| Advisor Group Holdings, Inc. | 28,485 | $3.42M | 0.01% | −11,796−29.3% | Reduced |
| State of New Jersey Common Pension Fund D | 28,794 | $3.45M | 0.01% | 00.0% | Unchanged |
| EAM Investors, LLC | 29,087 | $3.49M | 0.62% | +29,087 | New |
| Whittier Trust Co of Nevada Inc | 29,170 | $3.50M | 0.11% | +1,408+5.1% | Added |
| MetLife Investment Management | 29,236 | $3.51M | 0.03% | +28,077+2,422.5% | Added |
| Ensign Peak Advisors, Inc | 29,255 | $3.51M | 0.01% | +1,598+5.8% | Added |
| EAM Global Investors LLC | 29,473 | $3.53M | 0.85% | +29,473 | New |
| Weil Company, Inc. | 30,373 | $3.64M | 1.60% | −5,658−15.7% | Reduced |
| Daiwa Securities Group Inc. | 30,622 | $3.67M | 0.02% | +6,667+27.8% | Added |
| US Bancorp | 30,699 | $3.68M | 0.01% | −1,598−4.9% | Reduced |
| Comerica Bank | 30,826 | $3.70M | 0.02% | +20,431+196.5% | Added |
| Fiera Capital Corp | 33,381 | $4.00M | 0.01% | −2,869−7.9% | Reduced |
| Royal Bank of Canada | 33,594 | $4.03M | 0.00% | +954+2.9% | Added |
| Amalgamated Bank | 33,634 | $4.03M | 0.03% | +24,441+265.9% | Added |
| Renaissance Technologies LLC | 33,700 | $4.04M | 0.01% | +33,700 | New |
| Vestcor Inc | 34,362 | $4.12M | 0.14% | +3,867+12.7% | Added |
| Man Group plc | 35,556 | $4.26M | 0.01% | – | – |
| Oppenheimer Asset Management Inc. | 35,752 | $4.29M | 0.06% | −1,569−4.2% | Reduced |
| LPL Financial LLC | 36,501 | $4.38M | 0.00% | +1,665+4.8% | Added |
| Fifth Third Bancorp | 40,212 | $4.82M | 0.02% | +462+1.2% | Added |
| Truist Financial Corp | 40,318 | $4.83M | 0.01% | −4,556−10.2% | Reduced |
| Great West Life Assurance Co | 41,573 | $4.98M | 0.01% | +26,308+172.3% | Added |
| Point72 Asset Management, L.P. | 43,200 | $5.18M | 0.02% | −117,438−73.1% | Reduced |
| Manufacturers Life Insurance Company, The | 43,666 | $5.24M | 0.00% | +34,401+371.3% | Added |
| Texas Permanent School Fund | 44,581 | $5.35M | 0.05% | +44,581 | New |
| Voloridge Investment Management, LLC | 46,347 | $5.56M | 0.02% | +46,347 | New |
| FineMark National Bank & Trust | 47,801 | $5.73M | 0.23% | −537−1.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 48,150 | $5.77M | 2.68% | −189−0.4% | Reduced |
| American Century Companies Inc | 52,548 | $6.30M | 0.00% | +35,292+204.5% | Added |
| California State Teachers Retirement System | 54,199 | $6.50M | 0.01% | −2,013−3.6% | Reduced |