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, Q1 2024
Institutional positions in Houlihan Lokey, Inc. as of Mar 31, 2024. 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
- 399
- +10 vs. Q4 2023
- Shares held
- 53.1M
- −810.3K (−1.5%) vs. Q4 2023
- Total value
- $6.81B
- +$355.5M (+5.5%) vs. Q4 2023
- New holders
- 54
- 136 more added
- Sold out
- 44
- 156 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,104,143 | $654.3M | 0.01% | +29,843+0.6% | Added |
| BlackRock Inc. | 4,977,157 | $638.0M | 0.01% | −332,182−6.3% | Reduced |
| Earnest Partners LLC | 3,211,504 | $411.7M | 1.88% | −18,657−0.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,049,743 | $390.9M | 0.91% | +263,931+9.5% | Added |
| Wellington Management Group LLP | 2,014,295 | $258.2M | 0.05% | −206,722−9.3% | Reduced |
| FMR LLC | 1,686,177 | $216.2M | 0.01% | −105,521−5.9% | Reduced |
| State Street Corp | 1,598,993 | $205.0M | 0.01% | +86,983+5.8% | Added |
| Burgundy Asset Management Ltd. | 1,500,016 | $192.3M | 1.98% | −214,464−12.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,324,155 | $169.7M | 0.10% | −22,668−1.7% | Reduced |
| Bamco Inc | 1,298,140 | $166.4M | 0.44% | −4700.0% | Reduced |
| Fiduciary Management Inc | 1,204,741 | $154.4M | 1.38% | +9,144+0.8% | Added |
| Bank of America Corp | 1,093,884 | $140.2M | 0.01% | +74,656+7.3% | Added |
| Thrivent Financial for Lutherans | 1,008,124 | $129.2M | 0.26% | +14,292+1.4% | Added |
| Neuberger Berman Group LLC | 1,003,286 | $128.6M | 0.11% | −30,940−3.0% | Reduced |
| Clearbridge Investments, LLC | 946,385 | $121.3M | 0.10% | −148,032−13.5% | Reduced |
| Geode Capital Management, LLC | 907,464 | $116.3M | 0.01% | +58,617+6.9% | Added |
| Ameriprise Financial Inc | 906,216 | $116.2M | 0.03% | −251,731−21.7% | Reduced |
| Capital International Investors | 792,349 | $101.6M | 0.02% | +2760.0% | Added |
| Morgan Stanley | 742,400 | $95.2M | 0.01% | +31,130+4.4% | Added |
| SEI Investments Co | 731,130 | $93.7M | 0.14% | +37,882+5.5% | Added |
| Van Berkom & Associates Inc. | 703,988 | $90.2M | 2.57% | −93,875−11.8% | Reduced |
| Alliancebernstein L.P. | 666,449 | $85.4M | 0.03% | −168,362−20.2% | Reduced |
| Dimensional Fund Advisors LP | 629,140 | $80.6M | 0.02% | −3,311−0.5% | Reduced |
| Norges Bank | 616,437 | $79.0M | 0.01% | +30,791+5.3% | Added |
| Northern Trust Corp | 583,850 | $74.8M | 0.01% | −56,754−8.9% | Reduced |
| Bank of New York Mellon Corp | 511,661 | $65.6M | 0.01% | −27,472−5.1% | Reduced |
| Nordea Investment Management AB | 475,312 | $61.0M | 0.07% | +46,067+10.7% | Added |
| Natixis Advisors, L.P. | 465,855 | $59.7M | 0.14% | −79,380−14.6% | Reduced |
| Envestnet Asset Management Inc | 463,550 | $59.4M | 0.02% | −17,222−3.6% | Reduced |
| Eagle Asset Management Inc | 454,500 | $58.2M | 0.30% | +336,040+283.7% | Added |
| Charles Schwab Investment Management Inc | 444,370 | $57.0M | 0.01% | +14,218+3.3% | Added |
| GW&K Investment Management, LLC | 435,644 | $55.8M | 0.49% | −50,350−10.4% | Reduced |
| Wells Fargo & Company | 433,106 | $55.5M | 0.01% | −39,118−8.3% | Reduced |
| Brown Advisory Inc | 402,603 | $51.6M | 0.07% | −5,874−1.4% | Reduced |
| Jennison Associates LLC | 347,165 | $44.5M | 0.03% | +161,753+87.2% | Added |
| Goldman Sachs Group Inc | 336,000 | $43.1M | 0.01% | −23,611−6.6% | Reduced |
| Macquarie Group Ltd | 331,813 | $42.5M | 0.05% | −23,556−6.6% | Reduced |
| Franklin Resources Inc | 304,149 | $39.0M | 0.01% | −11,799−3.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 297,585 | $38.1M | 2.10% | −2,101−0.7% | Reduced |
| Ancora Advisors, LLC | 285,527 | $36.6M | 0.84% | +3,782+1.3% | Added |
| Invesco Ltd. | 283,995 | $36.4M | 0.01% | +121,287+74.5% | Added |
| HighTower Advisors, LLC | 281,558 | $36.1M | 0.06% | −9,423−3.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 276,633 | $35.5M | 0.13% | +114,695+70.8% | Added |
| Argent Capital Management LLC | 243,618 | $31.2M | 0.91% | −4,780−1.9% | Reduced |
| Eventide Asset Management, LLC | 229,183 | $29.4M | 0.46% | +53,914+30.8% | Added |
| Principal Financial Group Inc | 196,160 | $25.1M | 0.01% | −20,026−9.3% | Reduced |
| Public Employees Retirement Association of Colorado | 175,931 | $22.6M | 0.10% | +10,140+6.1% | Added |
| Flputnam Investment Management Co | 171,721 | $22.0M | 0.47% | −897−0.5% | Reduced |
| Barlow Wealth Partners, Inc. | 173,606 | $21.7M | 2.95% | +4,839+2.9% | Added |
| Rhumbline Advisers | 169,254 | $21.7M | 0.02% | −10,066−5.6% | Reduced |
| Emerald Advisers, LLC | 165,067 | $21.2M | 0.85% | +855+0.5% | Added |
| FIL Ltd | 163,633 | $21.0M | 0.02% | +84,326+106.3% | Added |
| Royce & Associates LP | 160,529 | $20.6M | 0.18% | −48,105−23.1% | Reduced |
| UBS Group AG | 156,897 | $20.1M | 0.01% | −3,620−2.3% | Reduced |
| Driehaus Capital Management LLC | 147,623 | $18.9M | 0.19% | +16,100+12.2% | Added |
| Montanaro Asset Management Ltd | 146,250 | $18.7M | 3.39% | +1,500+1.0% | Added |
| Raymond James & Associates | 143,424 | $18.4M | 0.01% | +5,781+4.2% | Added |
| Emerald Mutual Fund Advisers Trust | 132,870 | $17.0M | 0.89% | −3,930−2.9% | Reduced |
| GHP Investment Advisors, Inc. | 132,731 | $17.0M | 0.84% | −1,389−1.0% | Reduced |
| Nuveen Asset Management, LLC | 131,933 | $16.9M | 0.01% | −148−0.1% | Reduced |
| New York State Common Retirement Fund | 129,137 | $16.6M | 0.02% | −39,794−23.6% | Reduced |
| Segall Bryant & Hamill, LLC | 121,136 | $15.5M | 0.29% | −1,735−1.4% | Reduced |
| JPMorgan Chase & Co | 115,322 | $14.8M | 0.00% | +5,986+5.5% | Added |
| Schroder Investment Management Group | 114,977 | $14.7M | 0.02% | −2,188−1.9% | Reduced |
| Legal & General Group Plc | 111,323 | $14.3M | 0.00% | +260+0.2% | Added |
| UBS Asset Management Americas Inc | 104,765 | $13.4M | 0.00% | −795−0.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 103,610 | $13.3M | 0.31% | 00.0% | Unchanged |
| Swiss National Bank | 102,236 | $13.1M | 0.01% | +1,000+1.0% | Added |
| California Public Employees Retirement System | 98,004 | $12.6M | 0.01% | +1,823+1.9% | Added |
| Polen Capital Management LLC | 90,022 | $11.5M | 0.03% | −37,276−29.3% | Reduced |
| Russell Investments Group, Ltd. | 79,785 | $10.2M | 0.02% | −398−0.5% | Reduced |
| Qube Research & Technologies Ltd | 76,516 | $9.81M | 0.02% | +76,516 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 74,592 | $9.56M | 2.63% | −1,810−2.4% | Reduced |
| Pier Capital, LLC | 74,100 | $9.50M | 1.31% | −21,376−22.4% | Reduced |
| Grandeur Peak Global Advisors, LLC | 72,481 | $9.29M | 0.74% | −12,649−14.9% | Reduced |
| STRS Ohio | 69,772 | $8.94M | 0.04% | +14,072+25.3% | Added |
| American International Group, Inc. | 69,009 | $8.85M | 0.03% | −734−1.1% | Reduced |
| Credit Suisse AG | 67,784 | $8.69M | 0.01% | +2,606+4.0% | Added |
| Barclays PLC | 66,720 | $8.55M | 0.00% | −5,912−8.1% | Reduced |
| Retirement Systems of Alabama | 65,448 | $8.39M | 0.03% | +804+1.2% | Added |
| Public Employees Retirement System of Ohio | 65,366 | $8.38M | 0.03% | −12,557−16.1% | Reduced |
| Stifel Financial Corp | 64,658 | $8.29M | 0.01% | −789−1.2% | Reduced |
| Woodson Capital Management, LP | 64,100 | $8.22M | 1.50% | −1,900−2.9% | Reduced |
| Alps Advisors Inc | 63,865 | $8.19M | 0.06% | +9,639+17.8% | Added |
| Mutual of America Capital Management LLC | 62,505 | $8.01M | 0.09% | −3,380−5.1% | Reduced |
| Squarepoint Ops LLC | 62,007 | $7.95M | 0.03% | +62,007 | New |
| Bell Asset Management Ltd | 60,631 | $7.77M | 1.14% | −7,074−10.4% | Reduced |
| Whittier Trust Co | 58,230 | $7.46M | 0.11% | +2,301+4.1% | Added |
| Crawford Investment Counsel Inc | 58,034 | $7.44M | 0.14% | −2,267−3.8% | Reduced |
| Granite Investment Partners, LLC | 57,282 | $7.34M | 0.28% | −1,996−3.4% | Reduced |
| British Columbia Investment Management Corp | 57,000 | $7.31M | 0.05% | 00.0% | Unchanged |
| California State Teachers Retirement System | 51,723 | $6.63M | 0.01% | −2,476−4.6% | Reduced |
| Victory Capital Management Inc | 50,938 | $6.53M | 0.01% | −8,270−14.0% | Reduced |
| First Trust Advisors LP | 48,875 | $6.27M | 0.01% | −14,871−23.3% | Reduced |
| FineMark National Bank & Trust | 47,724 | $6.12M | 0.23% | −77−0.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 47,599 | $6.10M | 2.50% | −551−1.1% | Reduced |
| Edgestream Partners, L.P. | 46,014 | $5.90M | 0.29% | +30,355+193.9% | Added |
| Texas Permanent School Fund | 45,614 | $5.85M | 0.05% | +1,033+2.3% | Added |
| Manufacturers Life Insurance Company, The | 45,410 | $5.82M | 0.01% | +1,744+4.0% | Added |
| LPL Financial LLC | 42,654 | $5.47M | 0.00% | +6,153+16.9% | Added |