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, Q2 2024
Institutional positions in Houlihan Lokey, Inc. as of Jun 30, 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
- 416
- +19 vs. Q1 2024
- Shares held
- 53.3M
- +245.7K (+0.5%) vs. Q1 2024
- Total value
- $7.19B
- +$391.1M (+5.8%) vs. Q1 2024
- New holders
- 56
- 137 more added
- Sold out
- 37
- 158 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,153,022 | $694.9M | 0.01% | +48,879+1.0% | Added |
| BlackRock Inc. | 4,997,481 | $674.0M | 0.02% | +20,324+0.4% | Added |
| Earnest Partners LLC | 3,273,818 | $441.5M | 2.06% | +62,314+1.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,087,898 | $416.4M | 1.02% | +38,155+1.3% | Added |
| Wellington Management Group LLP | 1,985,416 | $267.8M | 0.05% | −28,879−1.4% | Reduced |
| FMR LLC | 1,716,414 | $231.5M | 0.01% | +30,237+1.8% | Added |
| State Street Corp | 1,594,361 | $215.0M | 0.01% | −4,632−0.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,431,037 | $193.0M | 0.12% | +106,882+8.1% | Added |
| Bamco Inc | 1,293,279 | $174.4M | 0.50% | −4,861−0.4% | Reduced |
| Fiduciary Management Inc | 1,216,179 | $164.0M | 1.53% | +11,438+0.9% | Added |
| Burgundy Asset Management Ltd. | 1,195,950 | $161.3M | 1.70% | −304,066−20.3% | Reduced |
| Bank of America Corp | 1,097,604 | $148.0M | 0.01% | +3,720+0.3% | Added |
| Thrivent Financial for Lutherans | 993,975 | $134.0M | 0.27% | −14,149−1.4% | Reduced |
| Geode Capital Management, LLC | 943,995 | $127.3M | 0.01% | +36,531+4.0% | Added |
| Neuberger Berman Group LLC | 930,462 | $125.5M | 0.10% | −72,824−7.3% | Reduced |
| Ameriprise Financial Inc | 873,851 | $117.8M | 0.03% | −32,365−3.6% | Reduced |
| Clearbridge Investments, LLC | 865,798 | $116.8M | 0.09% | −80,587−8.5% | Reduced |
| Capital International Investors | 792,829 | $106.9M | 0.02% | +480+0.1% | Added |
| SEI Investments Co | 776,335 | $104.7M | 0.15% | +45,205+6.2% | Added |
| Norges Bank | 717,594 | $96.8M | 0.01% | +101,157+16.4% | Added |
| Van Berkom & Associates Inc. | 659,118 | $88.9M | 2.66% | −44,870−6.4% | Reduced |
| Alliancebernstein L.P. | 653,148 | $88.1M | 0.03% | −13,301−2.0% | Reduced |
| Dimensional Fund Advisors LP | 625,832 | $84.4M | 0.02% | −3,308−0.5% | Reduced |
| Northern Trust Corp | 605,937 | $81.7M | 0.01% | +22,087+3.8% | Added |
| Morgan Stanley | 563,065 | $75.9M | 0.01% | −179,335−24.2% | Reduced |
| Eagle Asset Management Inc | 560,593 | $75.9M | 0.41% | +106,093+23.3% | Added |
| Bank of New York Mellon Corp | 517,952 | $69.9M | 0.01% | +6,291+1.2% | Added |
| Millennium Management LLC | 501,610 | $67.6M | 0.06% | +499,535+24,074.0% | Added |
| Envestnet Asset Management Inc | 482,779 | $65.1M | 0.02% | +19,229+4.1% | Added |
| Nordea Investment Management AB | 453,548 | $61.5M | 0.07% | −21,764−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 451,911 | $60.9M | 0.01% | +7,541+1.7% | Added |
| GW&K Investment Management, LLC | 436,006 | $58.8M | 0.54% | +362+0.1% | Added |
| Wells Fargo & Company | 433,774 | $58.5M | 0.02% | +668+0.2% | Added |
| First Trust Advisors LP | 405,437 | $54.7M | 0.06% | +356,562+729.5% | Added |
| Natixis Advisors, L.P. | 389,620 | $52.5M | 0.11% | −76,235−16.4% | Reduced |
| Brown Advisory Inc | 357,190 | $48.2M | 0.06% | −45,413−11.3% | Reduced |
| Invesco Ltd. | 347,675 | $46.9M | 0.01% | +63,680+22.4% | Added |
| Goldman Sachs Group Inc | 343,539 | $46.3M | 0.01% | +7,539+2.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 299,717 | $40.4M | 2.19% | +2,132+0.7% | Added |
| Franklin Resources Inc | 297,450 | $40.1M | 0.01% | −6,699−2.2% | Reduced |
| Ancora Advisors, LLC | 284,293 | $38.3M | 0.95% | −1,234−0.4% | Reduced |
| HighTower Advisors, LLC | 277,002 | $37.3M | 0.06% | −4,556−1.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 274,667 | $37.0M | 0.13% | −1,966−0.7% | Reduced |
| Macquarie Group Ltd | 272,559 | $36.8M | 0.04% | −59,254−17.9% | Reduced |
| Argent Capital Management LLC | 243,844 | $32.9M | 0.97% | +226+0.1% | Added |
| Eventide Asset Management, LLC | 234,880 | $31.7M | 0.54% | +5,697+2.5% | Added |
| FIL Ltd | 230,285 | $31.1M | 0.03% | +66,652+40.7% | Added |
| Barlow Wealth Partners, Inc. | 177,181 | $25.3M | 3.50% | +3,575+2.1% | Added |
| UBS Asset Management Americas Inc | 178,153 | $24.0M | 0.01% | +73,388+70.1% | Added |
| Public Employees Retirement Association of Colorado | 175,646 | $23.7M | 0.10% | −285−0.2% | Reduced |
| Principal Financial Group Inc | 174,341 | $23.5M | 0.01% | −21,819−11.1% | Reduced |
| Rhumbline Advisers | 165,272 | $22.3M | 0.02% | −3,982−2.4% | Reduced |
| Flputnam Investment Management Co | 164,759 | $22.2M | 0.42% | −6,962−4.1% | Reduced |
| Raymond James & Associates | 156,012 | $21.0M | 0.01% | +12,588+8.8% | Added |
| JPMorgan Chase & Co | 151,982 | $20.5M | 0.00% | +36,660+31.8% | Added |
| Royce & Associates LP | 149,682 | $20.2M | 0.19% | −10,847−6.8% | Reduced |
| Montanaro Asset Management Ltd | 146,250 | $19.7M | 3.68% | 00.0% | Unchanged |
| UBS Group AG | 141,974 | $19.1M | 0.01% | −14,923−9.5% | Reduced |
| GHP Investment Advisors, Inc. | 131,472 | $17.7M | 0.89% | −1,259−0.9% | Reduced |
| Nuveen Asset Management, LLC | 130,494 | $17.6M | 0.01% | −1,439−1.1% | Reduced |
| New York State Common Retirement Fund | 129,590 | $17.5M | 0.02% | +453+0.4% | Added |
| Jennison Associates LLC | 125,554 | $16.9M | 0.01% | −221,611−63.8% | Reduced |
| Segall Bryant & Hamill, LLC | 124,519 | $16.8M | 0.30% | +3,383+2.8% | Added |
| Schroder Investment Management Group | 114,420 | $15.4M | 0.02% | −557−0.5% | Reduced |
| Swiss National Bank | 102,536 | $13.8M | 0.01% | +300+0.3% | Added |
| Legal & General Group Plc | 101,143 | $13.6M | 0.00% | −10,180−9.1% | Reduced |
| California Public Employees Retirement System | 96,483 | $13.0M | 0.01% | −1,521−1.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 95,586 | $12.9M | 0.53% | −8,024−7.7% | Reduced |
| Emerald Advisers, LLC | 87,583 | $11.8M | 0.50% | −77,484−46.9% | Reduced |
| BNP Paribas Arbitrage, SA | 86,380 | $11.6M | 0.01% | +75,931+726.7% | Added |
| Polen Capital Management LLC | 82,376 | $11.1M | 0.03% | −7,646−8.5% | Reduced |
| Russell Investments Group, Ltd. | 79,412 | $10.7M | 0.02% | −373−0.5% | Reduced |
| Driehaus Capital Management LLC | 76,543 | $10.3M | 0.10% | −71,080−48.1% | Reduced |
| StonePine Asset Management Inc. | 75,195 | $10.1M | 0.11% | +75,195 | New |
| Alps Advisors Inc | 74,022 | $9.98M | 0.07% | +10,157+15.9% | Added |
| Emerald Mutual Fund Advisers Trust | 70,368 | $9.49M | 0.50% | −62,502−47.0% | Reduced |
| STRS Ohio | 68,440 | $9.23M | 0.04% | −1,332−1.9% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 68,011 | $9.17M | 2.54% | −6,581−8.8% | Reduced |
| Pier Capital, LLC | 66,740 | $9.00M | 1.34% | −7,360−9.9% | Reduced |
| Corebridge Financial, Inc. | 66,286 | $8.94M | 0.05% | +66,286 | New |
| Retirement Systems of Alabama | 64,631 | $8.72M | 0.03% | −817−1.2% | Reduced |
| Mutual of America Capital Management LLC | 63,972 | $8.63M | 0.09% | +1,467+2.3% | Added |
| Stifel Financial Corp | 63,008 | $8.50M | 0.01% | −1,650−2.6% | Reduced |
| Woodson Capital Management, LP | 63,000 | $8.50M | 1.66% | −1,100−1.7% | Reduced |
| Qube Research & Technologies Ltd | 61,759 | $8.33M | 0.02% | −14,757−19.3% | Reduced |
| Whittier Trust Co | 61,280 | $8.26M | 0.12% | +3,050+5.2% | Added |
| Grandeur Peak Global Advisors, LLC | 59,795 | $8.06M | 0.64% | −12,686−17.5% | Reduced |
| Edgestream Partners, L.P. | 58,072 | $7.83M | 0.38% | +12,058+26.2% | Added |
| Crawford Investment Counsel Inc | 56,369 | $7.60M | 0.14% | −1,665−2.9% | Reduced |
| Granite Investment Partners, LLC | 56,187 | $7.58M | 0.31% | −1,095−1.9% | Reduced |
| Bell Asset Management Ltd | 52,907 | $7.14M | 1.00% | −7,724−12.7% | Reduced |
| California State Teachers Retirement System | 50,851 | $6.86M | 0.01% | −872−1.7% | Reduced |
| FineMark National Bank & Trust | 48,800 | $6.58M | 0.24% | +1,076+2.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 45,199 | $6.10M | 2.49% | −2,400−5.0% | Reduced |
| Fenimore Asset Management Inc | 45,074 | $6.08M | 0.13% | +45,074 | New |
| LPL Financial LLC | 44,986 | $6.07M | 0.00% | +2,332+5.5% | Added |
| Manufacturers Life Insurance Company, The | 44,945 | $6.06M | 0.01% | −465−1.0% | Reduced |
| Victory Capital Management Inc | 44,747 | $6.03M | 0.01% | −6,191−12.2% | Reduced |
| Fifth Third Bancorp | 41,566 | $5.61M | 0.02% | +545+1.3% | Added |
| Public Employees Retirement System of Ohio | 41,499 | $5.60M | 0.02% | −23,867−36.5% | Reduced |