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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 45,410 | $5.82M | 0.01% | +1,744+4.0% | Added |
| Texas Permanent School Fund | 45,614 | $5.85M | 0.05% | +1,033+2.3% | Added |
| Edgestream Partners, L.P. | 46,014 | $5.90M | 0.29% | +30,355+193.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 47,599 | $6.10M | 2.50% | −551−1.1% | Reduced |
| FineMark National Bank & Trust | 47,724 | $6.12M | 0.23% | −77−0.2% | Reduced |
| First Trust Advisors LP | 48,875 | $6.27M | 0.01% | −14,871−23.3% | Reduced |
| Victory Capital Management Inc | 50,938 | $6.53M | 0.01% | −8,270−14.0% | Reduced |
| California State Teachers Retirement System | 51,723 | $6.63M | 0.01% | −2,476−4.6% | Reduced |
| British Columbia Investment Management Corp | 57,000 | $7.31M | 0.05% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 57,282 | $7.34M | 0.28% | −1,996−3.4% | Reduced |
| Crawford Investment Counsel Inc | 58,034 | $7.44M | 0.14% | −2,267−3.8% | Reduced |
| Whittier Trust Co | 58,230 | $7.46M | 0.11% | +2,301+4.1% | Added |
| Bell Asset Management Ltd | 60,631 | $7.77M | 1.14% | −7,074−10.4% | Reduced |
| Squarepoint Ops LLC | 62,007 | $7.95M | 0.03% | +62,007 | New |
| Mutual of America Capital Management LLC | 62,505 | $8.01M | 0.09% | −3,380−5.1% | Reduced |
| Alps Advisors Inc | 63,865 | $8.19M | 0.06% | +9,639+17.8% | Added |
| Woodson Capital Management, LP | 64,100 | $8.22M | 1.50% | −1,900−2.9% | Reduced |
| Stifel Financial Corp | 64,658 | $8.29M | 0.01% | −789−1.2% | Reduced |
| Public Employees Retirement System of Ohio | 65,366 | $8.38M | 0.03% | −12,557−16.1% | Reduced |
| Retirement Systems of Alabama | 65,448 | $8.39M | 0.03% | +804+1.2% | Added |
| Barclays PLC | 66,720 | $8.55M | 0.00% | −5,912−8.1% | Reduced |
| Credit Suisse AG | 67,784 | $8.69M | 0.01% | +2,606+4.0% | Added |
| American International Group, Inc. | 69,009 | $8.85M | 0.03% | −734−1.1% | Reduced |
| STRS Ohio | 69,772 | $8.94M | 0.04% | +14,072+25.3% | Added |
| Grandeur Peak Global Advisors, LLC | 72,481 | $9.29M | 0.74% | −12,649−14.9% | Reduced |
| Pier Capital, LLC | 74,100 | $9.50M | 1.31% | −21,376−22.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 74,592 | $9.56M | 2.63% | −1,810−2.4% | Reduced |
| Qube Research & Technologies Ltd | 76,516 | $9.81M | 0.02% | +76,516 | New |
| Russell Investments Group, Ltd. | 79,785 | $10.2M | 0.02% | −398−0.5% | Reduced |
| Polen Capital Management LLC | 90,022 | $11.5M | 0.03% | −37,276−29.3% | Reduced |
| California Public Employees Retirement System | 98,004 | $12.6M | 0.01% | +1,823+1.9% | Added |
| Swiss National Bank | 102,236 | $13.1M | 0.01% | +1,000+1.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 103,610 | $13.3M | 0.31% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 104,765 | $13.4M | 0.00% | −795−0.8% | Reduced |
| Legal & General Group Plc | 111,323 | $14.3M | 0.00% | +260+0.2% | Added |
| Schroder Investment Management Group | 114,977 | $14.7M | 0.02% | −2,188−1.9% | Reduced |
| JPMorgan Chase & Co | 115,322 | $14.8M | 0.00% | +5,986+5.5% | Added |
| Segall Bryant & Hamill, LLC | 121,136 | $15.5M | 0.29% | −1,735−1.4% | Reduced |
| New York State Common Retirement Fund | 129,137 | $16.6M | 0.02% | −39,794−23.6% | Reduced |
| Nuveen Asset Management, LLC | 131,933 | $16.9M | 0.01% | −148−0.1% | Reduced |
| GHP Investment Advisors, Inc. | 132,731 | $17.0M | 0.84% | −1,389−1.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 132,870 | $17.0M | 0.89% | −3,930−2.9% | Reduced |
| Raymond James & Associates | 143,424 | $18.4M | 0.01% | +5,781+4.2% | Added |
| Montanaro Asset Management Ltd | 146,250 | $18.7M | 3.39% | +1,500+1.0% | Added |
| Driehaus Capital Management LLC | 147,623 | $18.9M | 0.19% | +16,100+12.2% | Added |
| UBS Group AG | 156,897 | $20.1M | 0.01% | −3,620−2.3% | Reduced |
| Royce & Associates LP | 160,529 | $20.6M | 0.18% | −48,105−23.1% | Reduced |
| FIL Ltd | 163,633 | $21.0M | 0.02% | +84,326+106.3% | Added |
| Emerald Advisers, LLC | 165,067 | $21.2M | 0.85% | +855+0.5% | Added |
| Rhumbline Advisers | 169,254 | $21.7M | 0.02% | −10,066−5.6% | Reduced |
| Barlow Wealth Partners, Inc. | 173,606 | $21.7M | 2.95% | +4,839+2.9% | Added |
| Flputnam Investment Management Co | 171,721 | $22.0M | 0.47% | −897−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 175,931 | $22.6M | 0.10% | +10,140+6.1% | Added |
| Principal Financial Group Inc | 196,160 | $25.1M | 0.01% | −20,026−9.3% | Reduced |
| Eventide Asset Management, LLC | 229,183 | $29.4M | 0.46% | +53,914+30.8% | Added |
| Argent Capital Management LLC | 243,618 | $31.2M | 0.91% | −4,780−1.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 276,633 | $35.5M | 0.13% | +114,695+70.8% | Added |
| HighTower Advisors, LLC | 281,558 | $36.1M | 0.06% | −9,423−3.2% | Reduced |
| Invesco Ltd. | 283,995 | $36.4M | 0.01% | +121,287+74.5% | Added |
| Ancora Advisors, LLC | 285,527 | $36.6M | 0.84% | +3,782+1.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 297,585 | $38.1M | 2.10% | −2,101−0.7% | Reduced |
| Franklin Resources Inc | 304,149 | $39.0M | 0.01% | −11,799−3.7% | Reduced |
| Macquarie Group Ltd | 331,813 | $42.5M | 0.05% | −23,556−6.6% | Reduced |
| Goldman Sachs Group Inc | 336,000 | $43.1M | 0.01% | −23,611−6.6% | Reduced |
| Jennison Associates LLC | 347,165 | $44.5M | 0.03% | +161,753+87.2% | Added |
| Brown Advisory Inc | 402,603 | $51.6M | 0.07% | −5,874−1.4% | Reduced |
| Wells Fargo & Company | 433,106 | $55.5M | 0.01% | −39,118−8.3% | Reduced |
| GW&K Investment Management, LLC | 435,644 | $55.8M | 0.49% | −50,350−10.4% | Reduced |
| Charles Schwab Investment Management Inc | 444,370 | $57.0M | 0.01% | +14,218+3.3% | Added |
| Eagle Asset Management Inc | 454,500 | $58.2M | 0.30% | +336,040+283.7% | Added |
| Envestnet Asset Management Inc | 463,550 | $59.4M | 0.02% | −17,222−3.6% | Reduced |
| Natixis Advisors, L.P. | 465,855 | $59.7M | 0.14% | −79,380−14.6% | Reduced |
| Nordea Investment Management AB | 475,312 | $61.0M | 0.07% | +46,067+10.7% | Added |
| Bank of New York Mellon Corp | 511,661 | $65.6M | 0.01% | −27,472−5.1% | Reduced |
| Northern Trust Corp | 583,850 | $74.8M | 0.01% | −56,754−8.9% | Reduced |
| Norges Bank | 616,437 | $79.0M | 0.01% | +30,791+5.3% | Added |
| Dimensional Fund Advisors LP | 629,140 | $80.6M | 0.02% | −3,311−0.5% | Reduced |
| Alliancebernstein L.P. | 666,449 | $85.4M | 0.03% | −168,362−20.2% | Reduced |
| Van Berkom & Associates Inc. | 703,988 | $90.2M | 2.57% | −93,875−11.8% | Reduced |
| SEI Investments Co | 731,130 | $93.7M | 0.14% | +37,882+5.5% | Added |
| Morgan Stanley | 742,400 | $95.2M | 0.01% | +31,130+4.4% | Added |
| Capital International Investors | 792,349 | $101.6M | 0.02% | +2760.0% | Added |
| Ameriprise Financial Inc | 906,216 | $116.2M | 0.03% | −251,731−21.7% | Reduced |
| Geode Capital Management, LLC | 907,464 | $116.3M | 0.01% | +58,617+6.9% | Added |
| Clearbridge Investments, LLC | 946,385 | $121.3M | 0.10% | −148,032−13.5% | Reduced |
| Neuberger Berman Group LLC | 1,003,286 | $128.6M | 0.11% | −30,940−3.0% | Reduced |
| Thrivent Financial for Lutherans | 1,008,124 | $129.2M | 0.26% | +14,292+1.4% | Added |
| Bank of America Corp | 1,093,884 | $140.2M | 0.01% | +74,656+7.3% | Added |
| Fiduciary Management Inc | 1,204,741 | $154.4M | 1.38% | +9,144+0.8% | Added |
| Bamco Inc | 1,298,140 | $166.4M | 0.44% | −4700.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,324,155 | $169.7M | 0.10% | −22,668−1.7% | Reduced |
| Burgundy Asset Management Ltd. | 1,500,016 | $192.3M | 1.98% | −214,464−12.5% | Reduced |
| State Street Corp | 1,598,993 | $205.0M | 0.01% | +86,983+5.8% | Added |
| FMR LLC | 1,686,177 | $216.2M | 0.01% | −105,521−5.9% | Reduced |
| Wellington Management Group LLP | 2,014,295 | $258.2M | 0.05% | −206,722−9.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,049,743 | $390.9M | 0.91% | +263,931+9.5% | Added |
| Earnest Partners LLC | 3,211,504 | $411.7M | 1.88% | −18,657−0.6% | Reduced |
| BlackRock Inc. | 4,977,157 | $638.0M | 0.01% | −332,182−6.3% | Reduced |
| Vanguard Group Inc | 5,104,143 | $654.3M | 0.01% | +29,843+0.6% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −238,333−100.0% | Sold out |