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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 7,438 | $891.9K | 0.01% | −758−9.2% | Reduced |
| Guggenheim Capital LLC | 7,301 | $875.5K | 0.01% | −471−6.1% | Reduced |
| Citadel Advisors LLC | 6,912 | $828.8K | 0.00% | −14,306−67.4% | Reduced |
| Interval Partners, LP | 6,675 | $800.4K | 0.03% | −82,579−92.5% | Reduced |
| Xponance, Inc. | 6,597 | $791.0K | 0.01% | +4,365+195.6% | Added |
| Fulton Bank, N.A. | 6,452 | $773.7K | 0.03% | +639+11.0% | Added |
| Beverly Hills Private Wealth, LLC | 6,425 | $770.4K | 0.20% | −1,034−13.9% | Reduced |
| PDT Partners, LLC | 6,351 | $761.5K | 0.08% | −1,810−22.2% | Reduced |
| James Investment Research Inc | 6,338 | $760.0K | 0.10% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 6,005 | $720.1K | 0.08% | −995−14.2% | Reduced |
| Pictet Asset Management Holding SA | 5,978 | $716.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,958 | $714.4K | 0.00% | +445+8.1% | Added |
| JustInvest LLC | 5,952 | $713.8K | 0.02% | +753+14.5% | Added |
| Sendero Wealth Management, LLC | 5,822 | $698.1K | 0.13% | +525+9.9% | Added |
| Brookstone Capital Management | 5,765 | $691.3K | 0.01% | +74+1.3% | Added |
| D. E. Shaw & Co., Inc. | 5,749 | $689.4K | 0.00% | −9,149−61.4% | Reduced |
| State of Alaska, Department of Revenue | 5,575 | $668.0K | 0.01% | +5,575 | New |
| AQR Capital Management LLC | 5,512 | $661.0K | 0.00% | −2,537−31.5% | Reduced |
| Commerce Bank | 5,136 | $615.9K | 0.00% | −1,840−26.4% | Reduced |
| Isthmus Partners, LLC | 5,086 | $609.9K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,990 | $598.4K | 0.01% | −88−1.7% | Reduced |
| Intrust Bank NA | 4,924 | $590.4K | 0.07% | −26−0.5% | Reduced |
| State of Wisconsin Investment Board | 4,874 | $584.4K | 0.00% | −917−15.8% | Reduced |
| CAPROCK Group, Inc. | 4,869 | $583.9K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,846 | $581.1K | 0.00% | +4,846 | New |
| Allspring Global Investments Holdings, LLC | 4,790 | $574.4K | 0.00% | −7,952−62.4% | Reduced |
| Clifford Group, LLC | 4,540 | $544.4K | 0.50% | +42+0.9% | Added |
| Resources Management Corp | 4,468 | $536.0K | 0.08% | −155−3.4% | Reduced |
| M&T Bank Corp | 4,379 | $525.1K | 0.00% | +526+13.7% | Added |
| Hantz Financial Services, Inc. | 4,376 | $525.0K | 0.01% | +26+0.6% | Added |
| Two Sigma Investments, LP | 4,375 | $524.6K | 0.00% | +4,375 | New |
| Securian Asset Management, Inc | 4,356 | $522.3K | 0.01% | +4,356 | New |
| Studio Investment Management LLC | 4,348 | $521.4K | 0.13% | −818−15.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,300 | $515.6K | 0.08% | −570−11.7% | Reduced |
| AE Wealth Management LLC | 4,100 | $495.7K | 0.00% | +1,317+47.3% | Added |
| 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 |
| Summit Trail Advisors, LLC | 4,026 | $482.8K | 0.02% | −73−1.8% | Reduced |
| Crossmark Global Holdings, Inc. | 4,018 | $482.0K | 0.01% | +4,018 | New |
| MQS Management LLC | 3,983 | $477.6K | 0.27% | +3,983 | New |
| Maryland State Retirement & Pension System | 3,928 | $471.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 3,850 | $461.7K | 0.48% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,833 | $459.6K | 0.03% | +3,833 | New |
| Intech Investment Management LLC | 3,830 | $459.3K | 0.01% | −1,646−30.1% | Reduced |
| Bleakley Financial Group, LLC | 3,780 | $453.3K | 0.01% | +21+0.6% | Added |
| Pathstone Holdings, LLC | 3,766 | $451.6K | 0.00% | +3,766 | New |
| State of Wyoming | 3,765 | $451.5K | 0.08% | +646+20.7% | Added |
| Sawtooth Solutions, LLC | 3,702 | $443.9K | 0.01% | −57−1.5% | Reduced |
| Toroso Investments, LLC | 3,679 | $441.1K | 0.01% | +3,679 | New |
| Wealth Alliance | 3,557 | $426.5K | 0.06% | −79−2.2% | Reduced |
| Hamilton Capital Partners Inc. | 3,400 | $407.7K | 0.08% | +1,314+63.0% | Added |
| Prelude Capital Management, LLC | 3,386 | $406.0K | 0.04% | +3,386 | New |
| Private Advisor Group, LLC | 3,198 | $383.5K | 0.00% | +102+3.3% | Added |
| First Bank & Trust | 3,105 | $372.3K | 0.09% | −256−7.6% | Reduced |
| Petrus Trust Company, LTA | 3,089 | $370.4K | 0.04% | +3,089 | New |
| Beacon Pointe Advisors, LLC | 2,951 | $353.9K | 0.00% | −884−23.1% | Reduced |
| Creative Planning | 2,895 | $347.2K | 0.00% | +152+5.5% | Added |
| Keybank National Association | 2,895 | $347.1K | 0.00% | −589−16.9% | Reduced |
| Brevan Howard Capital Management LP | 2,823 | $338.5K | 0.03% | +2,823 | New |
| Utah Retirement Systems | 2,800 | $335.7K | 0.00% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 2,774 | $333.0K | 0.14% | +2,774 | New |
| Custom Index Systems, LLC | 2,757 | $330.6K | 0.21% | +2,757 | New |
| Stephenson National Bank & Trust | 2,750 | $329.8K | 0.16% | −348−11.2% | Reduced |
| ProShare Advisors LLC | 2,715 | $325.6K | 0.00% | +2,715 | New |
| Riverwater Partners LLC | 2,648 | $317.5K | 0.25% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,612 | $313.2K | 0.01% | −160−5.8% | Reduced |
| Everpar Advisors LLC | 2,509 | $300.9K | 0.14% | +2,509 | New |
| Glenmede Trust Co NA | 2,465 | $295.6K | 0.00% | −74−2.9% | Reduced |
| QRG Capital Management, Inc. | 2,446 | $293.3K | 0.00% | +218+9.8% | Added |
| Boothbay Fund Management, LLC | 2,384 | $285.9K | 0.01% | +2,384 | New |
| OneAscent Financial Services LLC | 2,320 | $278.0K | 0.03% | +2,320 | New |
| Vident Advisory, LLC | 2,265 | $271.6K | 0.01% | −105−4.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,516 | $270.0K | 0.00% | +468+22.9% | Added |
| Dynamic Technology Lab Private Ltd | 2,240 | $269.0K | 0.03% | +2,240 | New |
| Shelton Capital Management | 2,226 | $266.9K | 0.01% | +2,226 | New |
| Sawgrass Asset Management LLC | 2,222 | $266.4K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,131 | $256.0K | 0.02% | −43−2.0% | Reduced |
| Kestra Advisory Services, LLC | 2,131 | $255.5K | 0.00% | −28−1.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,050 | $245.8K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,027 | $243.1K | 0.04% | −30−1.5% | Reduced |
| Voya Financial Advisors, Inc. | 1,973 | $239.2K | 0.03% | −143−6.8% | Reduced |
| Avantax Advisory Services, Inc. | 1,974 | $236.7K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,932 | $232.0K | 0.02% | +1,932 | New |
| Cetera Investment Advisers | 1,920 | $230.2K | 0.00% | −211−9.9% | Reduced |
| Triasima Portfolio Management inc. | 1,918 | $230.0K | 0.02% | +1,918 | New |
| Cetera Advisors LLC | 1,906 | $228.5K | 0.00% | +1,906 | New |
| Camden Capital, LLC | 1,874 | $224.7K | 0.02% | +1,874 | New |
| SYSTM Wealth Solutions LLC | 1,855 | $222.4K | 0.03% | −728−28.2% | Reduced |
| HighPoint Advisor Group LLC | 1,761 | $221.0K | 0.02% | +1,761 | New |
| Proequities, Inc. | 1,817 | $217.9K | 0.02% | −246−11.9% | Reduced |
| Steward Partners Investment Solutions, LLC | 1,790 | $214.6K | 0.09% | +1,790 | New |
| Portside Wealth Group, LLC | 1,742 | $208.9K | 0.04% | +1,742 | New |
| O'Neil Global Advisors, Inc. | 1,728 | $207.0K | 0.12% | +1,728 | New |
| OneAscent Wealth Management LLC | 1,718 | $206.0K | 0.08% | +1,718 | New |
| Commonwealth Equity Services, LLC | 1,708 | $205.0K | 0.00% | +1,708 | New |
| SFMG, LLC | 1,695 | $203.2K | 0.02% | +1,695 | New |
| Profund Advisors LLC | 1,674 | $200.7K | 0.01% | +1,674 | New |
| TD Private Client Wealth LLC | 1,490 | $178.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,281 | $153.6K | 0.00% | +15+1.2% | Added |
| Johnson Financial Group, Inc. | 1,259 | $151.0K | 0.01% | 00.0% | Unchanged |