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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 41,573 | $4.98M | 0.01% | +26,308+172.3% | Added |
| Truist Financial Corp | 40,318 | $4.83M | 0.01% | −4,556−10.2% | Reduced |
| Fifth Third Bancorp | 40,212 | $4.82M | 0.02% | +462+1.2% | Added |
| LPL Financial LLC | 36,501 | $4.38M | 0.00% | +1,665+4.8% | Added |
| Oppenheimer Asset Management Inc. | 35,752 | $4.29M | 0.06% | −1,569−4.2% | Reduced |
| Man Group plc | 35,556 | $4.26M | 0.01% | – | – |
| Vestcor Inc | 34,362 | $4.12M | 0.14% | +3,867+12.7% | Added |
| Renaissance Technologies LLC | 33,700 | $4.04M | 0.01% | +33,700 | New |
| Amalgamated Bank | 33,634 | $4.03M | 0.03% | +24,441+265.9% | Added |
| Royal Bank of Canada | 33,594 | $4.03M | 0.00% | +954+2.9% | Added |
| Fiera Capital Corp | 33,381 | $4.00M | 0.01% | −2,869−7.9% | Reduced |
| Comerica Bank | 30,826 | $3.70M | 0.02% | +20,431+196.5% | Added |
| US Bancorp | 30,699 | $3.68M | 0.01% | −1,598−4.9% | Reduced |
| Daiwa Securities Group Inc. | 30,622 | $3.67M | 0.02% | +6,667+27.8% | Added |
| Weil Company, Inc. | 30,373 | $3.64M | 1.60% | −5,658−15.7% | Reduced |
| EAM Global Investors LLC | 29,473 | $3.53M | 0.85% | +29,473 | New |
| Ensign Peak Advisors, Inc | 29,255 | $3.51M | 0.01% | +1,598+5.8% | Added |
| MetLife Investment Management | 29,236 | $3.51M | 0.03% | +28,077+2,422.5% | Added |
| Whittier Trust Co of Nevada Inc | 29,170 | $3.50M | 0.11% | +1,408+5.1% | Added |
| EAM Investors, LLC | 29,087 | $3.49M | 0.62% | +29,087 | New |
| State of New Jersey Common Pension Fund D | 28,794 | $3.45M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,485 | $3.42M | 0.01% | −11,796−29.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,271 | $3.27M | 0.01% | +19+0.1% | Added |
| Richard Bernstein Advisors LLC | 26,365 | $3.16M | 0.07% | +16+0.1% | Added |
| West Coast Financial LLC | 25,286 | $3.03M | 0.40% | −85,699−77.2% | Reduced |
| Price T Rowe Associates Inc | 25,078 | $3.01M | 0.00% | +1,322+5.6% | Added |
| Harbor Advisors LLC | 25,000 | $3.00M | 0.57% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 24,688 | $2.96M | 0.03% | +24,688 | New |
| Campbell & CO Investment Adviser LLC | 24,284 | $2.91M | 0.26% | +24,284 | New |
| Janus Henderson Group PLC | 24,121 | $2.89M | 0.00% | −40−0.2% | Reduced |
| Bank of Montreal | 22,201 | $2.71M | 0.00% | +3,163+16.6% | Added |
| Treasurer of the State of North Carolina | 22,440 | $2.69M | 0.01% | +220+1.0% | Added |
| CI Private Wealth, LLC | 22,293 | $2.67M | 0.00% | +714+3.3% | Added |
| Atria Investments LLC | 21,579 | $2.59M | 0.04% | +3,367+18.5% | Added |
| Regions Financial Corp | 21,481 | $2.58M | 0.02% | −71−0.3% | Reduced |
| Alberta Investment Management Corp | 20,976 | $2.52M | 0.02% | −377−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 19,860 | $2.38M | 0.00% | +4,981+33.5% | Added |
| MML Investors Services, LLC | 19,327 | $2.32M | 0.01% | −1,926−9.1% | Reduced |
| Bank of Nova Scotia | 19,200 | $2.30M | 0.00% | +4,620+31.7% | Added |
| GWM Advisors LLC | 18,950 | $2.29M | 0.02% | +7,763+69.4% | Added |
| Ameritas Investment Partners, Inc. | 18,196 | $2.18M | 0.08% | +11,396+167.6% | Added |
| The PNC Financial Services Group, Inc. | 17,940 | $2.15M | 0.00% | −1,292−6.7% | Reduced |
| Davenport & Co LLC | 17,376 | $2.08M | 0.01% | −946−5.2% | Reduced |
| Prudential Financial Inc | 17,335 | $2.08M | 0.00% | +3,718+27.3% | Added |
| Algert Global LLC | 15,720 | $1.88M | 0.08% | +9,650+159.0% | Added |
| Edgestream Partners, L.P. | 15,659 | $1.88M | 0.14% | +9,145+140.4% | Added |
| Kennedy Capital Management, Inc. | 15,460 | $1.85M | 0.04% | −3,185−17.1% | Reduced |
| Geneos Wealth Management Inc. | 15,419 | $1.85M | 0.09% | −204−1.3% | Reduced |
| Taylor Frigon Capital Management LLC | 15,405 | $1.85M | 0.93% | −469−3.0% | Reduced |
| CWM, LLC | 15,167 | $1.82M | 0.01% | −1,587−9.5% | Reduced |
| TownSquare Capital, LLC | 15,103 | $1.81M | 0.03% | +2,403+18.9% | Added |
| Citigroup Inc | 15,037 | $1.80M | 0.00% | +10+0.1% | Added |
| Illinois Municipal Retirement Fund | 14,881 | $1.78M | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 14,590 | $1.75M | 0.03% | +14,590 | New |
| Louisiana State Employees Retirement System | 14,500 | $1.74M | 0.04% | +14,500 | New |
| Bridgewater Associates, LP | 14,377 | $1.72M | 0.01% | +1,443+11.2% | Added |
| Arizona State Retirement System | 14,366 | $1.72M | 0.01% | −107−0.7% | Reduced |
| Van Eck Associates Corp | 14,289 | $1.71M | 0.00% | +3,439+31.7% | Added |
| BNP Paribas Arbitrage, SA | 14,130 | $1.69M | 0.00% | +7,782+122.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,746 | $1.65M | 0.00% | −1,012−6.9% | Reduced |
| Cresset Asset Management, LLC | 13,734 | $1.65M | 0.01% | +415+3.1% | Added |
| New York State Teachers Retirement System | 13,151 | $1.58M | 0.00% | +13,151 | New |
| State of Michigan Retirement System | 12,400 | $1.49M | 0.01% | +12,400 | New |
| Cannell Peter B & Co Inc | 12,245 | $1.47M | 0.05% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,107 | $1.46M | 0.00% | −7,572−38.5% | Reduced |
| VELA Investment Management, LLC | 12,092 | $1.45M | 0.59% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,037 | $1.44M | 0.09% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,013 | $1.44M | 0.01% | −240−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,900 | $1.43M | 0.01% | +11,900 | New |
| Capital Fund Management S.A. | 11,826 | $1.42M | 0.02% | +11,826 | New |
| Envestnet Portfolio Solutions, Inc. | 11,730 | $1.41M | 0.01% | −434−3.6% | Reduced |
| Quadrature Capital Ltd | 11,636 | $1.40M | 0.03% | +6,665+134.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,483 | $1.38M | 0.04% | +11,483 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,405 | $1.37M | 0.01% | +1,257+12.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,389 | $1.37M | 0.01% | +11,389 | New |
| Assenagon Asset Management S.A. | 11,324 | $1.36M | 0.00% | +11,324 | New |
| Cetera Advisor Networks LLC | 11,069 | $1.33M | 0.01% | +2,092+23.3% | Added |
| New Mexico Educational Retirement Board | 10,600 | $1.27M | 0.05% | +10,600 | New |
| EFG Asset Management (North America) Corp. | 10,241 | $1.23M | 0.23% | −2,306−18.4% | Reduced |
| NBC Securities, Inc. | 10,099 | $1.21M | 0.12% | −254−2.5% | Reduced |
| Park Avenue Securities LLC | 9,679 | $1.16M | 0.02% | −417−4.1% | Reduced |
| Empowered Funds, LLC | 9,676 | $1.16M | 0.03% | +1,771+22.4% | Added |
| Voya Investment Management LLC | 9,555 | $1.15M | 0.00% | +286+3.1% | Added |
| Captrust Financial Advisors | 9,503 | $1.14M | 0.00% | −2,744−22.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,411 | $1.13M | 0.21% | +1,436+18.0% | Added |
| Axq Capital, LP | 8,700 | $1.04M | 0.28% | +8,700 | New |
| Oak Thistle LLC | 8,695 | $1.04M | 0.30% | +8,695 | New |
| Mariner, LLC | 8,568 | $1.03M | 0.00% | +693+8.8% | Added |
| Hilton Capital Management, LLC | 8,516 | $1.02M | 0.11% | +5,724+205.0% | Added |
| Tower Research Capital LLC (TRC) | 8,446 | $1.01M | 0.01% | +107+1.3% | Added |
| Susquehanna International Group, LLP | 8,299 | $995.1K | 0.00% | −108,229−92.9% | Reduced |
| Entropy Technologies, LP | 8,297 | $994.9K | 0.18% | +8,297 | New |
| Handelsbanken Fonder AB | 8,158 | $978.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,089 | $970.0K | 0.01% | +7,032+665.3% | Added |
| FourThought Financial Partners, LLC | 8,021 | $961.8K | 0.12% | −520−6.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,812 | $936.7K | 0.01% | −69−0.9% | Reduced |
| Integrated Investment Consultants, LLC | 7,759 | $930.4K | 0.29% | −81−1.0% | Reduced |
| Pacer Advisors, Inc. | 7,748 | $929.1K | 0.00% | +7,748 | New |
| Connable Office Inc | 7,660 | $918.5K | 0.11% | −335−4.2% | Reduced |
| Equitable Trust Co | 7,439 | $892.0K | 0.07% | −120−1.6% | Reduced |