Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 399 institutions
Q1 2021: 276 institutionsQ2 2021: 302 institutionsQ3 2021: 308 institutionsQ4 2021: 344 institutionsQ1 2022: 343 institutionsQ2 2022: 324 institutionsQ3 2022: 323 institutionsQ4 2022: 335 institutionsQ1 2023: 330 institutionsQ2 2023: 331 institutionsQ3 2023: 338 institutionsQ4 2023: 393 institutionsQ1 2024: 399 institutionsQ2 2024: 416 institutionsQ3 2024: 452 institutionsQ4 2024: 506 institutionsQ1 2025: 525 institutionsQ2 2025: 549 institutionsQ3 2025: 553 institutionsQ4 2025: 579 institutionsQ1 2026: 547 institutionsQ2 2026: 520 institutions
Value heldQ1 2024: $6.81B
Q1 2021: $3.47BQ2 2021: $4.31BQ3 2021: $4.78BQ4 2021: $5.21BQ1 2022: $4.42BQ2 2022: $3.86BQ3 2022: $3.71BQ4 2022: $4.35BQ1 2023: $4.40BQ2 2023: $4.92BQ3 2023: $5.39BQ4 2023: $6.45BQ1 2024: $6.81BQ2 2024: $7.19BQ3 2024: $8.36BQ4 2024: $9.29BQ1 2025: $8.60BQ2 2025: $9.93BQ3 2025: $10.9BQ4 2025: $9.30BQ1 2026: $7.72BQ2 2026: $7.40B
Institutions holding HLI and their total value by quarter
QuarterHoldersValue
Q2 2026520$7.40B
Q1 2026547$7.72B
Q4 2025579$9.30B
Q3 2025553$10.9B
Q2 2025549$9.93B
Q1 2025525$8.60B
Q4 2024506$9.29B
Q3 2024452$8.36B
Q2 2024416$7.19B
Q1 2024399$6.81B
Q4 2023393$6.45B
Q3 2023338$5.39B
Q2 2023331$4.92B
Q1 2023330$4.40B
Q4 2022335$4.35B
Q3 2022323$3.71B
Q2 2022324$3.86B
Q1 2022343$4.42B
Q4 2021344$5.21B
Q3 2021308$4.78B
Q2 2021302$4.31B
Q1 2021276$3.47B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q4 2023.

Institutions holding HLI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.2$00.00%+2New
Sofos Investments, Inc.2$1500.00%+2Added
Tfo-TDC, LLC2$2560.00%00.0%Unchanged
Bokf, NA2$2560.00%00.0%Unchanged
Tucker Asset Management LLC3$3850.00%00.0%Unchanged
IFP Advisors, Inc5$6410.00%+5New
Caldwell Sutter Capital, Inc.6$7690.00%−6−50.0%Reduced
Harbour Investments, Inc.7$8970.00%+7New
DiNuzzo Private Wealth, Inc.10$1.28K0.00%−1−9.1%Reduced
SJS Investment Consulting Inc.12$1.54K0.00%+2+20.0%Added
Salem Investment Counselors Inc14$1.79K0.00%−26−65.0%Reduced
Hollencrest Capital Management14$1.79K0.00%00.0%Unchanged
Atwood & Palmer Inc15$1.92K0.00%+15New
Koesten, Hirschmann & Crabtree, INC.18$2.31K0.00%+18New
Farmers & Merchants Investments Inc19$2.44K0.00%00.0%Unchanged
Private Wealth Management Group, LLC21$2.69K0.00%00.0%Unchanged
Smithfield Trust Co27$3.00K0.00%+27New
Bellevue Asset Management, LLC24$3.08K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC25$3.21K0.00%+6+31.6%Added
Naples Money Management LLC28$3.59K0.00%00.0%Unchanged
Sunbelt Securities, Inc.29$3.72K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.29$3.72K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.30$3.85K0.00%00.0%Unchanged
1832 Asset Management L.P.37$4.74K0.00%+37New
Quent Capital, LLC38$4.87K0.00%+6+18.8%Added
JFS Wealth Advisors, LLC38$4.87K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group42$5.38K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.46$5.90K0.00%−1−2.1%Reduced
Pacific Capital Wealth Advisors, Inc48$6.15K0.00%+48New
Carolinas Wealth Consulting LLC49$6.28K0.00%−14−22.2%Reduced
Larson Financial Group LLC49$6.28K0.00%00.0%Unchanged
Colonial Trust Advisors51$6.54K0.00%+51New
Washington Trust Co52$6.73K0.00%−1−1.9%Reduced
Arlington Trust Co LLC56$7.18K0.00%00.0%Unchanged
First Financial Corp60$7.69K0.00%+60New
Bogart Wealth, LLC61$7.82K0.00%00.0%Unchanged
Crewe Advisors LLC62$7.95K0.00%+62New
Key Financial Inc67$8.59K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC75$9.62K0.00%+75New
Institutional & Family Asset Management, LLC83$10.6K0.00%00.0%Unchanged
Manchester Capital Management LLC87$11.2K0.00%00.0%Unchanged
Versant Capital Management, Inc94$12.1K0.00%00.0%Unchanged
Bell Investment Advisors, Inc95$12.2K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC96$12.3K0.00%00.0%Unchanged
Global Financial Private Client, LLC97$12.4K0.01%00.0%Unchanged
Fortitude Family Office, LLC99$12.7K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC104$13.3K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.105$13.4K0.00%−16−13.2%Reduced
Spire Wealth Management107$13.7K0.00%+9+9.2%Added
Core Wealth Advisors, Inc.111$14.2K0.00%00.0%Unchanged
Cornerstone Planning Group LLC109$14.4K0.00%−2−1.8%Reduced
Headlands Technologies LLC118$15.1K0.00%−587−83.3%Reduced
Parkside Financial Bank & Trust121$15.5K0.00%+88+266.7%Added
Lindbrook Capital, LLC135$17.3K0.00%+3+2.3%Added
Rise Advisors, LLC152$19.4K0.01%+152New
Farther Finance Advisors, LLC161$20.6K0.00%+75+87.2%Added
Quadrant Capital Group LLC168$21.5K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.169$21.7K0.01%00.0%Unchanged
Nomura Asset Management Co Ltd170$21.8K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC217$27.8K0.00%00.0%Unchanged
Eagle Bay Advisors LLC233$29.8K0.02%−96−29.2%Reduced
CBIZ Investment Advisory Services, LLC242$31.0K0.00%+242New
Jones Financial Companies LLLP256$32.8K0.00%+126+96.9%Added
First Horizon Advisors, Inc.263$33.7K0.00%−27−9.3%Reduced
Federation des caisses Desjardins du Quebec269$34.5K0.00%00.0%Unchanged
Signaturefd, LLC274$35.1K0.00%+14+5.4%Added
JJJ Advisors Inc.282$36.1K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC296$37.9K0.00%+232+362.5%Added
TD Private Client Wealth LLC344$44.1K0.00%−1,146−76.9%Reduced
Accent Capital Management, LLC350$44.9K0.04%00.0%Unchanged
Assetmark, Inc380$48.7K0.00%−65−14.6%Reduced
Harvest Fund Management Co., Ltd381$49.0K0.00%+381New
Benjamin F. Edwards & Company, Inc.401$52.0K0.00%+265+194.9%Added
Anchor Investment Management, LLC450$57.7K0.01%00.0%Unchanged
Pingora Partners LLC500$64.1K0.05%+500New
Global Retirement Partners, LLC506$64.8K0.00%−35−6.5%Reduced
Parallel Advisors, LLC540$69.2K0.00%+4+0.7%Added
Allworth Financial LP558$71.5K0.00%+463+487.4%Added
Mather Group, LLC.613$73.5K0.00%+613New
Harel Insurance Investments & Financial Services Ltd.584$75.0K0.00%−16−2.7%Reduced
Park Place Capital Corp690$88.5K0.03%−432−38.5%Reduced
GAMMA Investing LLC725$92.9K0.02%+14+2.0%Added
Bessemer Group Inc730$94.0K0.00%00.0%Unchanged
Umb Bank N A755$96.8K0.00%−115−13.2%Reduced
Principal Securities, Inc.819$105.0K0.00%+131+19.0%Added
Northwestern Mutual Wealth Management Co823$105.5K0.00%+74+9.9%Added
Impact Partnership Wealth, LLC867$111.1K0.04%+16+1.9%Added
Covestor Ltd890$114.0K0.07%−33−3.6%Reduced
Lazard Asset Management LLC991$127.0K0.00%+991New
KBC Group NV1,126$144.0K0.00%+233+26.1%Added
Householder Group Estate & Retirement Specialist, LLC1,142$146.4K0.04%+85+8.0%Added
Ci Investments Inc.1,208$155.0K0.00%+214+21.5%Added
Smartleaf Asset Management LLC1,222$156.3K0.03%+1+0.1%Added
Nisa Investment Advisors, LLC1,237$158.6K0.00%+15+1.2%Added
EverSource Wealth Advisors, LLC1,338$170.6K0.01%+199+17.5%Added
Vestmark Advisory Solutions, Inc.1,577$202.2K0.01%+1,577New
Argent Trust Co1,606$205.9K0.01%+1,606New
NewEdge Wealth, LLC1,627$212.4K0.00%+1,627New
Rehmann Capital Advisory Group1,669$214.0K0.02%+1,669New
Summit Financial, LLC1,684$215.9K0.01%+1,684New