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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 6,537 | $838.0K | 0.01% | −60−0.9% | Reduced |
| James Investment Research Inc | 6,343 | $813.1K | 0.10% | +5+0.1% | Added |
| Deutsche Bank AG | 6,217 | $797.0K | 0.00% | +259+4.3% | Added |
| Naples Global Advisors, LLC | 6,005 | $769.8K | 0.08% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,904 | $756.0K | 0.07% | −4,195−41.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,890 | $755.1K | 0.17% | −535−8.3% | Reduced |
| Sendero Wealth Management, LLC | 5,822 | $746.3K | 0.13% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 5,655 | $724.0K | 0.01% | +80+1.4% | Added |
| PDT Partners, LLC | 5,626 | $721.2K | 0.07% | −725−11.4% | Reduced |
| Brookstone Capital Management | 5,438 | $697.1K | 0.01% | −327−5.7% | Reduced |
| JustInvest LLC | 5,403 | $692.6K | 0.01% | −549−9.2% | Reduced |
| Duality Advisers, LP | 5,383 | $690.0K | 0.07% | +5,383 | New |
| Marshall Wace, LLP | 5,300 | $679.4K | 0.00% | +5,300 | New |
| Voloridge Investment Management, LLC | 5,277 | $676.5K | 0.00% | −41,070−88.6% | Reduced |
| Isthmus Partners, LLC | 5,080 | $651.2K | 0.07% | −6−0.1% | Reduced |
| Captrust Financial Advisors | 5,011 | $642.4K | 0.00% | −4,492−47.3% | Reduced |
| Intrust Bank NA | 4,763 | $610.6K | 0.07% | −161−3.3% | Reduced |
| Studio Investment Management LLC | 4,702 | $602.7K | 0.14% | +354+8.1% | Added |
| Commerce Bank | 4,627 | $593.1K | 0.00% | −509−9.9% | Reduced |
| Federated Hermes, Inc. | 4,594 | $588.9K | 0.00% | −252−5.2% | Reduced |
| Clifford Group, LLC | 4,560 | $584.6K | 0.48% | +20+0.4% | Added |
| Nebula Research & Development LLC | 4,536 | $581.5K | 0.13% | +4,536 | New |
| Moneta Group Investment Advisors LLC | 4,526 | $580.2K | 0.01% | −464−9.3% | Reduced |
| Resources Management Corp | 4,458 | $571.0K | 0.08% | −10−0.2% | Reduced |
| CAPROCK Group, Inc. | 4,430 | $567.9K | 0.03% | −439−9.0% | Reduced |
| Quadrature Capital Ltd | 4,317 | $553.4K | 0.01% | −7,319−62.9% | Reduced |
| State of Wisconsin Investment Board | 4,296 | $550.7K | 0.00% | −578−11.9% | Reduced |
| M&T Bank Corp | 4,284 | $549.2K | 0.00% | −95−2.2% | Reduced |
| Securian Asset Management, Inc | 4,256 | $545.6K | 0.02% | −100−2.3% | Reduced |
| Bleakley Financial Group, LLC | 4,133 | $529.8K | 0.02% | +353+9.3% | Added |
| Alpine Woods Capital Investors, LLC | 4,128 | $526.3K | 0.10% | −172−4.0% | Reduced |
| Entropy Technologies, LP | 4,084 | $523.5K | 0.06% | −4,213−50.8% | Reduced |
| Crossmark Global Holdings, Inc. | 4,080 | $523.0K | 0.01% | +62+1.5% | Added |
| Simplicity Wealth,LLC | 4,040 | $517.9K | 0.01% | +4,040 | New |
| Summit Trail Advisors, LLC | 3,939 | $504.9K | 0.01% | −87−2.2% | Reduced |
| Equitable Trust Co | 3,892 | $498.9K | 0.03% | −3,547−47.7% | Reduced |
| Dynasty Wealth Management, LLC | 3,865 | $495.5K | 0.02% | +3,865 | New |
| Yorktown Management & Research Co Inc | 3,850 | $493.5K | 0.47% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,928 | $484.7K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,363 | $431.0K | 0.01% | −1,013−23.1% | Reduced |
| 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 |
| Creative Planning | 3,264 | $418.4K | 0.00% | +369+12.7% | Added |
| Wealth Alliance | 3,198 | $409.9K | 0.05% | −359−10.1% | Reduced |
| Private Advisor Group, LLC | 3,196 | $409.7K | 0.00% | −2−0.1% | Reduced |
| 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 |
| Custom Index Systems, LLC | 2,876 | $368.7K | 0.21% | +119+4.3% | Added |
| Qsemble Capital Management, LP | 2,873 | $368.3K | 0.08% | +2,873 | New |
| OneAscent Financial Services LLC | 2,872 | $368.0K | 0.04% | +552+23.8% | Added |
| Utah Retirement Systems | 2,800 | $358.9K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 2,787 | $357.3K | 0.00% | −108−3.7% | Reduced |
| QRG Capital Management, Inc. | 2,748 | $352.3K | 0.00% | +302+12.3% | Added |
| Ronald Blue Trust, Inc. | 2,737 | $350.8K | 0.00% | +221+8.8% | Added |
| Riverwater Partners LLC | 2,648 | $339.4K | 0.25% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 2,631 | $337.3K | 0.20% | +2,631 | New |
| Significant Wealth Partners LLC | 2,611 | $334.7K | 0.22% | +2,611 | New |
| Advisory Services Network, LLC | 2,547 | $326.5K | 0.01% | −65−2.5% | Reduced |
| ProShare Advisors LLC | 2,542 | $325.9K | 0.00% | −173−6.4% | Reduced |
| Cynosure Management, LLC | 2,475 | $317.3K | 0.06% | +2,475 | New |
| Kapitalo Investimentos Ltda | 2,472 | $316.9K | 0.07% | +2,402+3,431.4% | Added |
| State of Wyoming | 2,390 | $306.4K | 0.05% | −1,375−36.5% | Reduced |
| Janney Montgomery Scott LLC | 2,390 | $306.0K | 0.00% | +2,390 | New |
| Glenmede Trust Co NA | 2,364 | $303.0K | 0.00% | −101−4.1% | Reduced |
| Vident Advisory, LLC | 2,345 | $300.7K | 0.01% | +80+3.5% | Added |
| Trajan Wealth LLC | 2,338 | $299.7K | 0.02% | +2,338 | New |
| USA Financial Portformulas Corp | 2,335 | $299.3K | 0.05% | +2,335 | New |
| TD Asset Management Inc | 2,300 | $294.8K | 0.00% | +2,300 | New |
| Gibbs Wealth Management | 2,298 | $294.6K | 0.17% | +2,298 | New |
| Exchange Traded Concepts, LLC | 2,289 | $293.4K | 0.01% | +2,289 | New |
| Shelton Capital Management | 2,226 | $285.4K | 0.01% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 2,207 | $282.9K | 0.23% | +2,207 | New |
| Hamilton Capital Partners Inc. | 2,202 | $282.3K | 0.03% | −1,198−35.2% | Reduced |
| Kestra Advisory Services, LLC | 2,188 | $280.5K | 0.00% | +57+2.7% | Added |
| Advisor Group Holdings, Inc. | 2,136 | $273.9K | 0.00% | −26,349−92.5% | Reduced |
| Portside Wealth Group, LLC | 2,093 | $268.3K | 0.05% | +351+20.1% | Added |
| Millennium Management LLC | 2,075 | $266.0K | 0.00% | +2,075 | New |
| Profund Advisors LLC | 2,063 | $264.5K | 0.01% | +389+23.2% | Added |
| Cassaday & Co Wealth Management LLC | 2,050 | $262.8K | 0.01% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 2,041 | $261.6K | 0.13% | +2,041 | New |
| Tower Research Capital LLC (TRC) | 2,035 | $260.9K | 0.01% | −6,411−75.9% | Reduced |
| Cerity Partners LLC | 2,000 | $256.4K | 0.00% | +2,000 | New |
| Stephenson National Bank & Trust | 1,988 | $254.8K | 0.09% | −762−27.7% | Reduced |
| Moloney Securities Asset Management, LLC | 1,987 | $254.7K | 0.04% | −40−2.0% | Reduced |
| OneAscent Wealth Management LLC | 1,954 | $250.0K | 0.10% | +236+13.7% | Added |
| Baird Financial Group, Inc. | 1,942 | $248.9K | 0.00% | +1,942 | New |
| Huntington National Bank | 1,924 | $246.6K | 0.00% | +643+50.2% | Added |
| Proequities, Inc. | 1,914 | $245.4K | 0.02% | +97+5.3% | Added |
| Voya Financial Advisors, Inc. | 1,904 | $243.5K | 0.03% | −69−3.5% | Reduced |
| Pzena Investment Management LLC | 1,899 | $243.4K | 0.00% | +1,899 | New |
| SYSTM Wealth Solutions LLC | 1,881 | $241.1K | 0.03% | +26+1.4% | Added |
| HighPoint Advisor Group LLC | 1,748 | $238.0K | 0.02% | −13−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 1,843 | $236.2K | 0.00% | −131−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 1,835 | $235.0K | 0.00% | +127+7.4% | Added |
| Handelsinvest Investeringsforvaltning | 1,826 | $234.0K | 0.11% | −948−34.2% | Reduced |
| Beacon Pointe Advisors, LLC | 1,788 | $229.2K | 0.00% | −1,163−39.4% | Reduced |
| FDx Advisors, Inc. | 1,755 | $225.0K | 0.03% | −376−17.6% | Reduced |
| Camden Capital, LLC | 1,714 | $219.7K | 0.02% | −160−8.5% | Reduced |
| SFMG, LLC | 1,704 | $218.4K | 0.02% | +9+0.5% | Added |
| Summit Financial, LLC | 1,684 | $215.9K | 0.01% | +1,684 | New |