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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 54,226 | $6.50M | 0.05% | +7,616+16.3% | Added |
| STRS Ohio | 55,700 | $6.68M | 0.03% | +5,700+11.4% | Added |
| Whittier Trust Co | 55,929 | $6.71M | 0.11% | +1,266+2.3% | Added |
| British Columbia Investment Management Corp | 57,000 | $6.83M | 0.06% | +27,000+90.0% | Added |
| Victory Capital Management Inc | 59,208 | $7.10M | 0.01% | +14,475+32.4% | Added |
| Granite Investment Partners, LLC | 59,278 | $7.11M | 0.28% | +613+1.0% | Added |
| Crawford Investment Counsel Inc | 60,301 | $7.23M | 0.14% | −508−0.8% | Reduced |
| First Trust Advisors LP | 63,746 | $7.64M | 0.01% | −22,257−25.9% | Reduced |
| Retirement Systems of Alabama | 64,644 | $7.75M | 0.03% | +64,644 | New |
| Credit Suisse AG | 65,178 | $7.82M | 0.01% | +1,932+3.1% | Added |
| Stifel Financial Corp | 65,447 | $7.85M | 0.01% | +1,832+2.9% | Added |
| Mutual of America Capital Management LLC | 65,885 | $7.90M | 0.09% | +30,354+85.4% | Added |
| Woodson Capital Management, LP | 66,000 | $7.91M | 1.84% | +66,000 | New |
| Bell Asset Management Ltd | 67,705 | $8.12M | 1.24% | +90.0% | Added |
| American International Group, Inc. | 69,743 | $8.36M | 0.03% | +69,283+15,061.5% | Added |
| Barclays PLC | 72,632 | $8.71M | 0.00% | +47,426+188.2% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 76,402 | $9.16M | 2.63% | −4,334−5.4% | Reduced |
| Public Employees Retirement System of Ohio | 77,923 | $9.34M | 0.04% | −923−1.2% | Reduced |
| FIL Ltd | 79,307 | $9.51M | 0.01% | −43,171−35.2% | Reduced |
| Russell Investments Group, Ltd. | 80,183 | $9.61M | 0.02% | −2,879−3.5% | Reduced |
| Grandeur Peak Global Advisors, LLC | 85,130 | $10.2M | 0.72% | −2,186−2.5% | Reduced |
| Pier Capital, LLC | 95,476 | $11.4M | 1.64% | −936−1.0% | Reduced |
| California Public Employees Retirement System | 96,181 | $11.5M | 0.01% | −2,310−2.3% | Reduced |
| Swiss National Bank | 101,236 | $12.1M | 0.01% | −10,500−9.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 103,610 | $12.4M | 0.22% | +103,610 | New |
| UBS Asset Management Americas Inc | 105,560 | $12.7M | 0.00% | +12,762+13.8% | Added |
| JPMorgan Chase & Co | 109,336 | $13.1M | 0.00% | −6,520−5.6% | Reduced |
| Legal & General Group Plc | 111,063 | $13.3M | 0.00% | +26,608+31.5% | Added |
| Great Lakes Advisors, LLC | 114,657 | $13.7M | 0.13% | −2,088−1.8% | Reduced |
| Schroder Investment Management Group | 117,165 | $14.0M | 0.02% | −11,493−8.9% | Reduced |
| Eagle Asset Management Inc | 118,460 | $14.2M | 0.08% | +12,419+11.7% | Added |
| Segall Bryant & Hamill, LLC | 122,871 | $14.7M | 0.28% | +401+0.3% | Added |
| Driehaus Capital Management LLC | 131,523 | $15.8M | 0.19% | +66,748+103.0% | Added |
| Nuveen Asset Management, LLC | 132,081 | $15.8M | 0.01% | +1,707+1.3% | Added |
| GHP Investment Advisors, Inc. | 134,120 | $16.1M | 0.87% | +488+0.4% | Added |
| Emerald Mutual Fund Advisers Trust | 136,800 | $16.4M | 0.87% | 00.0% | Unchanged |
| Raymond James & Associates | 137,643 | $16.5M | 0.01% | +17,544+14.6% | Added |
| Montanaro Asset Management Ltd | 144,750 | $17.4M | 3.27% | +3,750+2.7% | Added |
| UBS Group AG | 160,517 | $19.2M | 0.01% | −14,109−8.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 161,938 | $19.4M | 0.09% | −33,554−17.2% | Reduced |
| Invesco Ltd. | 162,708 | $19.5M | 0.00% | +43,370+36.3% | Added |
| Emerald Advisers, LLC | 164,212 | $19.7M | 0.84% | −2,757−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 165,791 | $19.9M | 0.09% | +44,558+36.8% | Added |
| Barlow Wealth Partners, Inc. | 168,767 | $20.2M | 2.88% | +168,767 | New |
| New York State Common Retirement Fund | 168,931 | $20.3M | 0.03% | +8,905+5.6% | Added |
| Flputnam Investment Management Co | 172,618 | $20.7M | 0.49% | +3,027+1.8% | Added |
| Eventide Asset Management, LLC | 175,269 | $21.0M | 0.34% | +25,637+17.1% | Added |
| Rhumbline Advisers | 179,320 | $21.5M | 0.02% | +84,919+90.0% | Added |
| Jennison Associates LLC | 185,412 | $22.2M | 0.02% | −143,817−43.7% | Reduced |
| Royce & Associates LP | 208,634 | $25.0M | 0.23% | −57,542−21.6% | Reduced |
| Principal Financial Group Inc | 216,186 | $25.9M | 0.02% | +192,668+819.2% | Added |
| Jane Street Group, LLC | 238,333 | $28.6M | 0.03% | +228,221+2,256.9% | Added |
| Argent Capital Management LLC | 248,398 | $29.8M | 0.97% | +18,834+8.2% | Added |
| Ancora Advisors, LLC | 281,745 | $33.8M | 0.80% | −1,135−0.4% | Reduced |
| HighTower Advisors, LLC | 290,981 | $34.9M | 0.06% | +6,024+2.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 299,686 | $35.9M | 2.15% | +2,375+0.8% | Added |
| Franklin Resources Inc | 315,948 | $37.9M | 0.02% | −169,623−34.9% | Reduced |
| Macquarie Group Ltd | 355,369 | $42.6M | 0.05% | −17,803−4.8% | Reduced |
| Goldman Sachs Group Inc | 359,611 | $43.1M | 0.01% | −14,401−3.9% | Reduced |
| Brown Advisory Inc | 408,477 | $49.0M | 0.07% | +41,215+11.2% | Added |
| Charles Schwab Investment Management Inc | 430,152 | $51.6M | 0.01% | +14,985+3.6% | Added |
| Nordea Investment Management AB | 429,245 | $51.7M | 0.07% | +1,920+0.4% | Added |
| Wells Fargo & Company | 472,224 | $56.6M | 0.02% | +9,489+2.1% | Added |
| Envestnet Asset Management Inc | 480,772 | $57.6M | 0.02% | +10,595+2.3% | Added |
| GW&K Investment Management, LLC | 485,994 | $58.3M | 0.54% | −148,930−23.5% | Reduced |
| Bank of New York Mellon Corp | 539,133 | $64.6M | 0.01% | +208,914+63.3% | Added |
| Natixis Advisors, L.P. | 545,235 | $65.4M | 0.17% | −2,925−0.5% | Reduced |
| Norges Bank | 585,646 | $70.2M | 0.01% | +25,256+4.5% | Added |
| Dimensional Fund Advisors LP | 632,451 | $75.8M | 0.02% | −32,314−4.9% | Reduced |
| Northern Trust Corp | 640,604 | $76.8M | 0.01% | +146,996+29.8% | Added |
| SEI Investments Co | 693,248 | $83.1M | 0.13% | +194,867+39.1% | Added |
| Morgan Stanley | 711,270 | $85.3M | 0.01% | −11,772−1.6% | Reduced |
| Capital International Investors | 792,073 | $95.0M | 0.02% | +286,746+56.7% | Added |
| Van Berkom & Associates Inc. | 797,863 | $95.7M | 2.78% | −69,173−8.0% | Reduced |
| Alliancebernstein L.P. | 834,811 | $100.1M | 0.04% | −776,940−48.2% | Reduced |
| Geode Capital Management, LLC | 848,847 | $101.8M | 0.01% | +49,465+6.2% | Added |
| Thrivent Financial for Lutherans | 993,832 | $119.2M | 0.26% | +45,717+4.8% | Added |
| Bank of America Corp | 1,019,228 | $122.2M | 0.01% | +2,697+0.3% | Added |
| Neuberger Berman Group LLC | 1,034,226 | $124.0M | 0.11% | −9,618−0.9% | Reduced |
| Clearbridge Investments, LLC | 1,094,417 | $131.2M | 0.11% | −85,078−7.2% | Reduced |
| Ameriprise Financial Inc | 1,157,947 | $138.8M | 0.04% | +59,513+5.4% | Added |
| Fiduciary Management Inc | 1,195,597 | $143.4M | 1.34% | +39,705+3.4% | Added |
| Bamco Inc | 1,298,610 | $155.7M | 0.41% | −967−0.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,346,823 | $161.5M | 0.11% | −9,589−0.7% | Reduced |
| State Street Corp | 1,512,010 | $181.3M | 0.01% | +636,333+72.7% | Added |
| Burgundy Asset Management Ltd. | 1,714,480 | $205.6M | 2.28% | +46,443+2.8% | Added |
| FMR LLC | 1,791,698 | $214.8M | 0.02% | +284,088+18.8% | Added |
| Wellington Management Group LLP | 2,221,017 | $266.3M | 0.05% | −502,670−18.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,785,812 | $334.0M | 0.84% | +25,668+0.9% | Added |
| Earnest Partners LLC | 3,230,161 | $387.3M | 1.93% | +106,910+3.4% | Added |
| Vanguard Group Inc | 5,074,300 | $608.5M | 0.01% | +143,560+2.9% | Added |
| BlackRock Inc. | 5,309,339 | $636.6M | 0.02% | +2,262,880+74.3% | Added |
| Polen Capital Management LLC | 127,298 | – | – | −1,669−1.3% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −205,501−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −60,690−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −31,694−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −31,400−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,771−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −11,801−100.0% | Sold out |