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 |
|---|---|---|---|---|---|
| SFMG, LLC | 1,704 | $218.4K | 0.02% | +9+0.5% | Added |
| Camden Capital, LLC | 1,714 | $219.7K | 0.02% | −160−8.5% | Reduced |
| FDx Advisors, Inc. | 1,755 | $225.0K | 0.03% | −376−17.6% | Reduced |
| Beacon Pointe Advisors, LLC | 1,788 | $229.2K | 0.00% | −1,163−39.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,826 | $234.0K | 0.11% | −948−34.2% | Reduced |
| Commonwealth Equity Services, LLC | 1,835 | $235.0K | 0.00% | +127+7.4% | Added |
| Avantax Advisory Services, Inc. | 1,843 | $236.2K | 0.00% | −131−6.6% | Reduced |
| HighPoint Advisor Group LLC | 1,748 | $238.0K | 0.02% | −13−0.7% | Reduced |
| SYSTM Wealth Solutions LLC | 1,881 | $241.1K | 0.03% | +26+1.4% | Added |
| Pzena Investment Management LLC | 1,899 | $243.4K | 0.00% | +1,899 | New |
| Voya Financial Advisors, Inc. | 1,904 | $243.5K | 0.03% | −69−3.5% | Reduced |
| Proequities, Inc. | 1,914 | $245.4K | 0.02% | +97+5.3% | Added |
| Huntington National Bank | 1,924 | $246.6K | 0.00% | +643+50.2% | Added |
| Baird Financial Group, Inc. | 1,942 | $248.9K | 0.00% | +1,942 | New |
| OneAscent Wealth Management LLC | 1,954 | $250.0K | 0.10% | +236+13.7% | Added |
| Moloney Securities Asset Management, LLC | 1,987 | $254.7K | 0.04% | −40−2.0% | Reduced |
| Stephenson National Bank & Trust | 1,988 | $254.8K | 0.09% | −762−27.7% | Reduced |
| Cerity Partners LLC | 2,000 | $256.4K | 0.00% | +2,000 | New |
| Tower Research Capital LLC (TRC) | 2,035 | $260.9K | 0.01% | −6,411−75.9% | Reduced |
| Wellington Wealth Strategies, LLC. | 2,041 | $261.6K | 0.13% | +2,041 | New |
| Cassaday & Co Wealth Management LLC | 2,050 | $262.8K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,063 | $264.5K | 0.01% | +389+23.2% | Added |
| Millennium Management LLC | 2,075 | $266.0K | 0.00% | +2,075 | New |
| Portside Wealth Group, LLC | 2,093 | $268.3K | 0.05% | +351+20.1% | Added |
| Advisor Group Holdings, Inc. | 2,136 | $273.9K | 0.00% | −26,349−92.5% | Reduced |
| Kestra Advisory Services, LLC | 2,188 | $280.5K | 0.00% | +57+2.7% | Added |
| Hamilton Capital Partners Inc. | 2,202 | $282.3K | 0.03% | −1,198−35.2% | Reduced |
| Berry Wealth Group, LP | 2,207 | $282.9K | 0.23% | +2,207 | New |
| Shelton Capital Management | 2,226 | $285.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,289 | $293.4K | 0.01% | +2,289 | New |
| Gibbs Wealth Management | 2,298 | $294.6K | 0.17% | +2,298 | New |
| TD Asset Management Inc | 2,300 | $294.8K | 0.00% | +2,300 | New |
| USA Financial Portformulas Corp | 2,335 | $299.3K | 0.05% | +2,335 | New |
| Trajan Wealth LLC | 2,338 | $299.7K | 0.02% | +2,338 | New |
| Vident Advisory, LLC | 2,345 | $300.7K | 0.01% | +80+3.5% | Added |
| Glenmede Trust Co NA | 2,364 | $303.0K | 0.00% | −101−4.1% | Reduced |
| Janney Montgomery Scott LLC | 2,390 | $306.0K | 0.00% | +2,390 | New |
| State of Wyoming | 2,390 | $306.4K | 0.05% | −1,375−36.5% | Reduced |
| Kapitalo Investimentos Ltda | 2,472 | $316.9K | 0.07% | +2,402+3,431.4% | Added |
| Cynosure Management, LLC | 2,475 | $317.3K | 0.06% | +2,475 | New |
| ProShare Advisors LLC | 2,542 | $325.9K | 0.00% | −173−6.4% | Reduced |
| Advisory Services Network, LLC | 2,547 | $326.5K | 0.01% | −65−2.5% | Reduced |
| Significant Wealth Partners LLC | 2,611 | $334.7K | 0.22% | +2,611 | New |
| Values First Advisors, Inc. | 2,631 | $337.3K | 0.20% | +2,631 | New |
| Riverwater Partners LLC | 2,648 | $339.4K | 0.25% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,737 | $350.8K | 0.00% | +221+8.8% | Added |
| QRG Capital Management, Inc. | 2,748 | $352.3K | 0.00% | +302+12.3% | Added |
| Keybank National Association | 2,787 | $357.3K | 0.00% | −108−3.7% | Reduced |
| Utah Retirement Systems | 2,800 | $358.9K | 0.00% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,872 | $368.0K | 0.04% | +552+23.8% | Added |
| Qsemble Capital Management, LP | 2,873 | $368.3K | 0.08% | +2,873 | New |
| Custom Index Systems, LLC | 2,876 | $368.7K | 0.21% | +119+4.3% | Added |
| First Bank & Trust | 3,105 | $398.0K | 0.08% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,105 | $398.0K | 0.01% | +3,105 | New |
| Private Advisor Group, LLC | 3,196 | $409.7K | 0.00% | −2−0.1% | Reduced |
| Wealth Alliance | 3,198 | $409.9K | 0.05% | −359−10.1% | Reduced |
| Creative Planning | 3,264 | $418.4K | 0.00% | +369+12.7% | Added |
| Brinker Capital Investments, LLC | 3,333 | $427.3K | 0.00% | −821−19.8% | Reduced |
| Orion Portfolio Solutions, LLC | 3,333 | $427.3K | 0.00% | −821−19.8% | Reduced |
| Hantz Financial Services, Inc. | 3,363 | $431.0K | 0.01% | −1,013−23.1% | Reduced |
| Maryland State Retirement & Pension System | 3,928 | $484.7K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 3,850 | $493.5K | 0.47% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 3,865 | $495.5K | 0.02% | +3,865 | New |
| Equitable Trust Co | 3,892 | $498.9K | 0.03% | −3,547−47.7% | Reduced |
| Summit Trail Advisors, LLC | 3,939 | $504.9K | 0.01% | −87−2.2% | Reduced |
| Simplicity Wealth,LLC | 4,040 | $517.9K | 0.01% | +4,040 | New |
| Crossmark Global Holdings, Inc. | 4,080 | $523.0K | 0.01% | +62+1.5% | Added |
| Entropy Technologies, LP | 4,084 | $523.5K | 0.06% | −4,213−50.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,128 | $526.3K | 0.10% | −172−4.0% | Reduced |
| Bleakley Financial Group, LLC | 4,133 | $529.8K | 0.02% | +353+9.3% | Added |
| Securian Asset Management, Inc | 4,256 | $545.6K | 0.02% | −100−2.3% | Reduced |
| M&T Bank Corp | 4,284 | $549.2K | 0.00% | −95−2.2% | Reduced |
| State of Wisconsin Investment Board | 4,296 | $550.7K | 0.00% | −578−11.9% | Reduced |
| Quadrature Capital Ltd | 4,317 | $553.4K | 0.01% | −7,319−62.9% | Reduced |
| CAPROCK Group, Inc. | 4,430 | $567.9K | 0.03% | −439−9.0% | Reduced |
| Resources Management Corp | 4,458 | $571.0K | 0.08% | −10−0.2% | Reduced |
| Moneta Group Investment Advisors LLC | 4,526 | $580.2K | 0.01% | −464−9.3% | Reduced |
| Nebula Research & Development LLC | 4,536 | $581.5K | 0.13% | +4,536 | New |
| Clifford Group, LLC | 4,560 | $584.6K | 0.48% | +20+0.4% | Added |
| Federated Hermes, Inc. | 4,594 | $588.9K | 0.00% | −252−5.2% | Reduced |
| Commerce Bank | 4,627 | $593.1K | 0.00% | −509−9.9% | Reduced |
| Studio Investment Management LLC | 4,702 | $602.7K | 0.14% | +354+8.1% | Added |
| Intrust Bank NA | 4,763 | $610.6K | 0.07% | −161−3.3% | Reduced |
| Captrust Financial Advisors | 5,011 | $642.4K | 0.00% | −4,492−47.3% | Reduced |
| Isthmus Partners, LLC | 5,080 | $651.2K | 0.07% | −6−0.1% | Reduced |
| Voloridge Investment Management, LLC | 5,277 | $676.5K | 0.00% | −41,070−88.6% | Reduced |
| Marshall Wace, LLP | 5,300 | $679.4K | 0.00% | +5,300 | New |
| Duality Advisers, LP | 5,383 | $690.0K | 0.07% | +5,383 | New |
| JustInvest LLC | 5,403 | $692.6K | 0.01% | −549−9.2% | Reduced |
| Brookstone Capital Management | 5,438 | $697.1K | 0.01% | −327−5.7% | Reduced |
| PDT Partners, LLC | 5,626 | $721.2K | 0.07% | −725−11.4% | Reduced |
| State of Alaska, Department of Revenue | 5,655 | $724.0K | 0.01% | +80+1.4% | Added |
| Sendero Wealth Management, LLC | 5,822 | $746.3K | 0.13% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,890 | $755.1K | 0.17% | −535−8.3% | Reduced |
| NBC Securities, Inc. | 5,904 | $756.0K | 0.07% | −4,195−41.5% | Reduced |
| Naples Global Advisors, LLC | 6,005 | $769.8K | 0.08% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,217 | $797.0K | 0.00% | +259+4.3% | Added |
| James Investment Research Inc | 6,343 | $813.1K | 0.10% | +5+0.1% | Added |
| Xponance, Inc. | 6,537 | $838.0K | 0.01% | −60−0.9% | Reduced |
| AQR Capital Management LLC | 6,552 | $840.0K | 0.00% | +1,040+18.9% | Added |