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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −43,200−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −29,087−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −24,284−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −14,377−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,826−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −11,324−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −11,069−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −8,695−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,299−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,089−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,301−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −6,912−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −6,675−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −5,749−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,983−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −3,830−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,089−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,823−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −2,509−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,384−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,932−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Steward Partners Investment Solutions, LLC | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −1,728−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Cannell Peter B & Co Inc | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |