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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 6,627 | $849.6K | 0.00% | +1,837+38.4% | Added |
| Integrated Investment Consultants, LLC | 6,684 | $856.8K | 0.24% | −1,075−13.9% | Reduced |
| Pictet Asset Management Holding SA | 6,694 | $858.1K | 0.00% | +716+12.0% | Added |
| Fulton Bank, N.A. | 6,709 | $860.0K | 0.04% | +257+4.0% | Added |
| Connable Office Inc | 6,999 | $897.2K | 0.10% | −661−8.6% | Reduced |
| Quantbot Technologies LP | 7,270 | $931.9K | 0.05% | +6,267+624.8% | Added |
| Integrated Wealth Concepts LLC | 7,457 | $955.9K | 0.01% | +19+0.3% | Added |
| Centiva Capital, LP | 7,575 | $971.0K | 0.05% | +3,742+97.6% | Added |
| Handelsbanken Fonder AB | 8,158 | $1.05M | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,412 | $1.08M | 0.01% | −1,267−13.1% | Reduced |
| FourThought Financial Partners, LLC | 8,497 | $1.09M | 0.12% | +476+5.9% | Added |
| Linden Thomas Advisory Services, LLC | 8,558 | $1.10M | 0.18% | −853−9.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,677 | $1.11M | 0.01% | +865+11.1% | Added |
| Voya Investment Management LLC | 8,701 | $1.12M | 0.00% | −854−8.9% | Reduced |
| State of Tennessee, Treasury Department | 8,800 | $1.13M | 0.00% | +8,800 | New |
| Pacer Advisors, Inc. | 9,282 | $1.19M | 0.00% | +1,534+19.8% | Added |
| Mariner, LLC | 10,130 | $1.30M | 0.00% | +1,562+18.2% | Added |
| BNP Paribas Arbitrage, SA | 10,449 | $1.34M | 0.00% | −3,681−26.1% | Reduced |
| New Mexico Educational Retirement Board | 10,600 | $1.36M | 0.05% | 00.0% | Unchanged |
| Empowered Funds, LLC | 10,641 | $1.36M | 0.02% | +965+10.0% | Added |
| VELA Investment Management, LLC | 10,778 | $1.38M | 0.51% | −1,314−10.9% | Reduced |
| EFG Asset Management (North America) Corp. | 10,853 | $1.39M | 0.24% | +612+6.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,886 | $1.40M | 0.00% | −519−4.6% | Reduced |
| Toroso Investments, LLC | 11,093 | $1.42M | 0.02% | +7,414+201.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,529 | $1.48M | 0.01% | +140+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,625 | $1.49M | 0.04% | +142+1.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,756 | $1.51M | 0.01% | +26+0.2% | Added |
| State Board of Administration of Florida Retirement System | 17,272 | $1.51M | 0.00% | −2,588−13.0% | Reduced |
| Citigroup Inc | 12,096 | $1.55M | 0.00% | −2,941−19.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,138 | $1.56M | 0.07% | +101+0.8% | Added |
| Spears Abacus Advisors LLC | 12,245 | $1.57M | 0.03% | +12,245 | New |
| State of Michigan Retirement System | 12,800 | $1.64M | 0.01% | +400+3.2% | Added |
| Oregon Public Employees Retirement Fund | 12,890 | $1.65M | 0.03% | −1,700−11.7% | Reduced |
| Algert Global LLC | 13,300 | $1.70M | 0.07% | −2,420−15.4% | Reduced |
| Triasima Portfolio Management inc. | 13,502 | $1.73M | 0.15% | +11,584+604.0% | Added |
| Cetera Investment Advisers | 13,525 | $1.73M | 0.00% | +11,605+604.4% | Added |
| Arizona State Retirement System | 14,230 | $1.82M | 0.01% | −136−0.9% | Reduced |
| Kennedy Capital Management, Inc. | 14,265 | $1.83M | 0.04% | −1,195−7.7% | Reduced |
| CWM, LLC | 14,430 | $1.85M | 0.01% | −737−4.9% | Reduced |
| Prudential Financial Inc | 14,506 | $1.86M | 0.00% | −2,829−16.3% | Reduced |
| Illinois Municipal Retirement Fund | 14,881 | $1.91M | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 14,930 | $1.91M | 0.02% | +14,930 | New |
| Louisiana State Employees Retirement System | 15,000 | $1.92M | 0.04% | +500+3.4% | Added |
| Taylor Frigon Capital Management LLC | 15,094 | $1.93M | 0.92% | −311−2.0% | Reduced |
| Truist Financial Corp | 15,475 | $1.98M | 0.00% | −24,843−61.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,185 | $1.99M | 0.00% | +22,185 | New |
| Raymond James Financial Services Advisors, Inc. | 15,843 | $2.03M | 0.00% | +2,097+15.3% | Added |
| The PNC Financial Services Group, Inc. | 16,053 | $2.06M | 0.00% | −1,887−10.5% | Reduced |
| Geneos Wealth Management Inc. | 16,067 | $2.06M | 0.09% | +648+4.2% | Added |
| New York State Teachers Retirement System | 17,038 | $2.18M | 0.00% | +3,887+29.6% | Added |
| HSBC Holdings PLC | 17,375 | $2.23M | 0.00% | +5,268+43.5% | Added |
| Teachers Retirement System of the State of Kentucky | 17,900 | $2.29M | 0.02% | +6,000+50.4% | Added |
| Ameritas Investment Partners, Inc. | 18,293 | $2.34M | 0.08% | +97+0.5% | Added |
| Prelude Capital Management, LLC | 18,354 | $2.35M | 0.16% | +14,968+442.1% | Added |
| MML Investors Services, LLC | 19,030 | $2.44M | 0.01% | −297−1.5% | Reduced |
| Hilton Capital Management, LLC | 19,493 | $2.50M | 0.22% | +10,977+128.9% | Added |
| Van Eck Associates Corp | 19,506 | $2.50M | 0.00% | +5,217+36.5% | Added |
| Alberta Investment Management Corp | 19,660 | $2.52M | 0.03% | −1,316−6.3% | Reduced |
| GWM Advisors LLC | 19,732 | $2.53M | 0.02% | +782+4.1% | Added |
| Cresset Asset Management, LLC | 19,771 | $2.53M | 0.01% | +6,037+44.0% | Added |
| Daiwa Securities Group Inc. | 19,857 | $2.54M | 0.01% | −10,765−35.2% | Reduced |
| Pathstone Holdings, LLC | 19,906 | $2.55M | 0.01% | +16,140+428.6% | Added |
| TownSquare Capital, LLC | 20,107 | $2.58M | 0.04% | +5,004+33.1% | Added |
| Davenport & Co LLC | 20,213 | $2.59M | 0.02% | +2,837+16.3% | Added |
| Atria Investments LLC | 20,599 | $2.64M | 0.04% | −980−4.5% | Reduced |
| Regions Financial Corp | 21,289 | $2.73M | 0.02% | −192−0.9% | Reduced |
| CI Private Wealth, LLC | 22,308 | $2.86M | 0.01% | +15+0.1% | Added |
| Treasurer of the State of North Carolina | 22,590 | $2.90M | 0.01% | +150+0.7% | Added |
| Teacher Retirement System of Texas | 22,693 | $2.91M | 0.02% | +10,680+88.9% | Added |
| Bank of Montreal | 23,007 | $2.95M | 0.00% | +806+3.6% | Added |
| West Coast Financial LLC | 23,705 | $3.04M | 0.37% | −1,581−6.3% | Reduced |
| Yousif Capital Management, LLC | 24,344 | $3.12M | 0.03% | −344−1.4% | Reduced |
| SpiderRock Advisors, LLC | 25,532 | $3.13M | 0.10% | +25,532 | New |
| Harbor Advisors LLC | 25,000 | $3.20M | 0.59% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 25,000 | $3.21M | 0.01% | −8,700−25.8% | Reduced |
| Richard Bernstein Advisors LLC | 26,365 | $3.38M | 0.07% | 00.0% | Unchanged |
| American Century Companies Inc | 26,478 | $3.39M | 0.00% | −26,070−49.6% | Reduced |
| Price T Rowe Associates Inc | 26,709 | $3.42M | 0.00% | +1,631+6.5% | Added |
| Cinctive Capital Management LP | 26,943 | $3.45M | 0.18% | +26,943 | New |
| Oppenheimer Asset Management Inc. | 27,264 | $3.49M | 0.05% | −8,488−23.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,319 | $3.50M | 0.01% | +48+0.2% | Added |
| Amalgamated Bank | 28,436 | $3.65M | 0.03% | −5,198−15.5% | Reduced |
| MetLife Investment Management | 28,757 | $3.69M | 0.02% | −479−1.6% | Reduced |
| State of New Jersey Common Pension Fund D | 28,794 | $3.69M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 29,146 | $3.74M | 0.01% | −109−0.4% | Reduced |
| EAM Global Investors LLC | 29,473 | $3.78M | 0.87% | 00.0% | Unchanged |
| Comerica Bank | 30,263 | $3.88M | 0.02% | −563−1.8% | Reduced |
| Janus Henderson Group PLC | 30,656 | $3.93M | 0.00% | +6,535+27.1% | Added |
| Whittier Trust Co of Nevada Inc | 30,686 | $3.93M | 0.11% | +1,516+5.2% | Added |
| US Bancorp | 32,886 | $4.22M | 0.01% | +2,187+7.1% | Added |
| Rockefeller Capital Management L.P. | 32,923 | $4.22M | 0.01% | +32,923 | New |
| Vestcor Inc | 33,478 | $4.29M | 0.15% | −884−2.6% | Reduced |
| Weil Company, Inc. | 34,496 | $4.42M | 1.75% | +4,123+13.6% | Added |
| Great West Life Assurance Co | 35,400 | $4.54M | 0.01% | −6,173−14.8% | Reduced |
| Royal Bank of Canada | 36,558 | $4.69M | 0.00% | +2,964+8.8% | Added |
| Fiera Capital Corp | 36,679 | $4.70M | 0.01% | +3,298+9.9% | Added |
| Great Lakes Advisors, LLC | 38,616 | $4.95M | 0.04% | −76,041−66.3% | Reduced |
| Man Group plc | 40,741 | $5.22M | 0.01% | +5,185+14.6% | Added |
| Fifth Third Bancorp | 41,021 | $5.26M | 0.02% | +809+2.0% | Added |
| LPL Financial LLC | 42,654 | $5.47M | 0.00% | +6,153+16.9% | Added |