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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 41,021 | $5.26M | 0.02% | +809+2.0% | Added |
| Man Group plc | 40,741 | $5.22M | 0.01% | +5,185+14.6% | Added |
| Great Lakes Advisors, LLC | 38,616 | $4.95M | 0.04% | −76,041−66.3% | Reduced |
| Fiera Capital Corp | 36,679 | $4.70M | 0.01% | +3,298+9.9% | Added |
| Royal Bank of Canada | 36,558 | $4.69M | 0.00% | +2,964+8.8% | Added |
| Great West Life Assurance Co | 35,400 | $4.54M | 0.01% | −6,173−14.8% | Reduced |
| Weil Company, Inc. | 34,496 | $4.42M | 1.75% | +4,123+13.6% | Added |
| Vestcor Inc | 33,478 | $4.29M | 0.15% | −884−2.6% | Reduced |
| Rockefeller Capital Management L.P. | 32,923 | $4.22M | 0.01% | +32,923 | New |
| US Bancorp | 32,886 | $4.22M | 0.01% | +2,187+7.1% | Added |
| Whittier Trust Co of Nevada Inc | 30,686 | $3.93M | 0.11% | +1,516+5.2% | Added |
| Janus Henderson Group PLC | 30,656 | $3.93M | 0.00% | +6,535+27.1% | Added |
| Comerica Bank | 30,263 | $3.88M | 0.02% | −563−1.8% | Reduced |
| EAM Global Investors LLC | 29,473 | $3.78M | 0.87% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 29,146 | $3.74M | 0.01% | −109−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 28,794 | $3.69M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 28,757 | $3.69M | 0.02% | −479−1.6% | Reduced |
| Amalgamated Bank | 28,436 | $3.65M | 0.03% | −5,198−15.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,319 | $3.50M | 0.01% | +48+0.2% | Added |
| Oppenheimer Asset Management Inc. | 27,264 | $3.49M | 0.05% | −8,488−23.7% | Reduced |
| Cinctive Capital Management LP | 26,943 | $3.45M | 0.18% | +26,943 | New |
| Price T Rowe Associates Inc | 26,709 | $3.42M | 0.00% | +1,631+6.5% | Added |
| American Century Companies Inc | 26,478 | $3.39M | 0.00% | −26,070−49.6% | Reduced |
| Richard Bernstein Advisors LLC | 26,365 | $3.38M | 0.07% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 25,000 | $3.21M | 0.01% | −8,700−25.8% | Reduced |
| Harbor Advisors LLC | 25,000 | $3.20M | 0.59% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 25,532 | $3.13M | 0.10% | +25,532 | New |
| Yousif Capital Management, LLC | 24,344 | $3.12M | 0.03% | −344−1.4% | Reduced |
| West Coast Financial LLC | 23,705 | $3.04M | 0.37% | −1,581−6.3% | Reduced |
| Bank of Montreal | 23,007 | $2.95M | 0.00% | +806+3.6% | Added |
| Teacher Retirement System of Texas | 22,693 | $2.91M | 0.02% | +10,680+88.9% | Added |
| Treasurer of the State of North Carolina | 22,590 | $2.90M | 0.01% | +150+0.7% | Added |
| CI Private Wealth, LLC | 22,308 | $2.86M | 0.01% | +15+0.1% | Added |
| Regions Financial Corp | 21,289 | $2.73M | 0.02% | −192−0.9% | Reduced |
| Atria Investments LLC | 20,599 | $2.64M | 0.04% | −980−4.5% | Reduced |
| Davenport & Co LLC | 20,213 | $2.59M | 0.02% | +2,837+16.3% | Added |
| TownSquare Capital, LLC | 20,107 | $2.58M | 0.04% | +5,004+33.1% | Added |
| Pathstone Holdings, LLC | 19,906 | $2.55M | 0.01% | +16,140+428.6% | Added |
| Daiwa Securities Group Inc. | 19,857 | $2.54M | 0.01% | −10,765−35.2% | Reduced |
| Cresset Asset Management, LLC | 19,771 | $2.53M | 0.01% | +6,037+44.0% | Added |
| GWM Advisors LLC | 19,732 | $2.53M | 0.02% | +782+4.1% | Added |
| Alberta Investment Management Corp | 19,660 | $2.52M | 0.03% | −1,316−6.3% | Reduced |
| Van Eck Associates Corp | 19,506 | $2.50M | 0.00% | +5,217+36.5% | Added |
| Hilton Capital Management, LLC | 19,493 | $2.50M | 0.22% | +10,977+128.9% | Added |
| MML Investors Services, LLC | 19,030 | $2.44M | 0.01% | −297−1.5% | Reduced |
| Prelude Capital Management, LLC | 18,354 | $2.35M | 0.16% | +14,968+442.1% | Added |
| Ameritas Investment Partners, Inc. | 18,293 | $2.34M | 0.08% | +97+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 17,900 | $2.29M | 0.02% | +6,000+50.4% | Added |
| HSBC Holdings PLC | 17,375 | $2.23M | 0.00% | +5,268+43.5% | Added |
| New York State Teachers Retirement System | 17,038 | $2.18M | 0.00% | +3,887+29.6% | Added |
| Geneos Wealth Management Inc. | 16,067 | $2.06M | 0.09% | +648+4.2% | Added |
| The PNC Financial Services Group, Inc. | 16,053 | $2.06M | 0.00% | −1,887−10.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,843 | $2.03M | 0.00% | +2,097+15.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,185 | $1.99M | 0.00% | +22,185 | New |
| Truist Financial Corp | 15,475 | $1.98M | 0.00% | −24,843−61.6% | Reduced |
| Taylor Frigon Capital Management LLC | 15,094 | $1.93M | 0.92% | −311−2.0% | Reduced |
| Louisiana State Employees Retirement System | 15,000 | $1.92M | 0.04% | +500+3.4% | Added |
| ExodusPoint Capital Management, LP | 14,930 | $1.91M | 0.02% | +14,930 | New |
| Illinois Municipal Retirement Fund | 14,881 | $1.91M | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,506 | $1.86M | 0.00% | −2,829−16.3% | Reduced |
| CWM, LLC | 14,430 | $1.85M | 0.01% | −737−4.9% | Reduced |
| Kennedy Capital Management, Inc. | 14,265 | $1.83M | 0.04% | −1,195−7.7% | Reduced |
| Arizona State Retirement System | 14,230 | $1.82M | 0.01% | −136−0.9% | Reduced |
| Cetera Investment Advisers | 13,525 | $1.73M | 0.00% | +11,605+604.4% | Added |
| Triasima Portfolio Management inc. | 13,502 | $1.73M | 0.15% | +11,584+604.0% | Added |
| Algert Global LLC | 13,300 | $1.70M | 0.07% | −2,420−15.4% | Reduced |
| Oregon Public Employees Retirement Fund | 12,890 | $1.65M | 0.03% | −1,700−11.7% | Reduced |
| State of Michigan Retirement System | 12,800 | $1.64M | 0.01% | +400+3.2% | Added |
| Spears Abacus Advisors LLC | 12,245 | $1.57M | 0.03% | +12,245 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,138 | $1.56M | 0.07% | +101+0.8% | Added |
| Citigroup Inc | 12,096 | $1.55M | 0.00% | −2,941−19.6% | Reduced |
| State Board of Administration of Florida Retirement System | 17,272 | $1.51M | 0.00% | −2,588−13.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,756 | $1.51M | 0.01% | +26+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,625 | $1.49M | 0.04% | +142+1.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,529 | $1.48M | 0.01% | +140+1.2% | Added |
| Toroso Investments, LLC | 11,093 | $1.42M | 0.02% | +7,414+201.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,886 | $1.40M | 0.00% | −519−4.6% | Reduced |
| EFG Asset Management (North America) Corp. | 10,853 | $1.39M | 0.24% | +612+6.0% | Added |
| VELA Investment Management, LLC | 10,778 | $1.38M | 0.51% | −1,314−10.9% | Reduced |
| Empowered Funds, LLC | 10,641 | $1.36M | 0.02% | +965+10.0% | Added |
| New Mexico Educational Retirement Board | 10,600 | $1.36M | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,449 | $1.34M | 0.00% | −3,681−26.1% | Reduced |
| Mariner, LLC | 10,130 | $1.30M | 0.00% | +1,562+18.2% | Added |
| Pacer Advisors, Inc. | 9,282 | $1.19M | 0.00% | +1,534+19.8% | Added |
| State of Tennessee, Treasury Department | 8,800 | $1.13M | 0.00% | +8,800 | New |
| Voya Investment Management LLC | 8,701 | $1.12M | 0.00% | −854−8.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,677 | $1.11M | 0.01% | +865+11.1% | Added |
| Linden Thomas Advisory Services, LLC | 8,558 | $1.10M | 0.18% | −853−9.1% | Reduced |
| FourThought Financial Partners, LLC | 8,497 | $1.09M | 0.12% | +476+5.9% | Added |
| Park Avenue Securities LLC | 8,412 | $1.08M | 0.01% | −1,267−13.1% | Reduced |
| Handelsbanken Fonder AB | 8,158 | $1.05M | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,575 | $971.0K | 0.05% | +3,742+97.6% | Added |
| Integrated Wealth Concepts LLC | 7,457 | $955.9K | 0.01% | +19+0.3% | Added |
| Quantbot Technologies LP | 7,270 | $931.9K | 0.05% | +6,267+624.8% | Added |
| Connable Office Inc | 6,999 | $897.2K | 0.10% | −661−8.6% | Reduced |
| Fulton Bank, N.A. | 6,709 | $860.0K | 0.04% | +257+4.0% | Added |
| Pictet Asset Management Holding SA | 6,694 | $858.1K | 0.00% | +716+12.0% | Added |
| Integrated Investment Consultants, LLC | 6,684 | $856.8K | 0.24% | −1,075−13.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,627 | $849.6K | 0.00% | +1,837+38.4% | Added |
| AQR Capital Management LLC | 6,552 | $840.0K | 0.00% | +1,040+18.9% | Added |