Houlihan Lokey, Inc.

HLI

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0001302215

SEC filings (opens in a new tab)

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.

Q2 2024 vs. Q1 2024

How the institutions holding Houlihan Lokey, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of HLI: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	399	2	416	+19
Shares	53.1M	69.6K	53.3M	+245.7K (+0.5%)
Value	$6.81B	$8.92M	$7.19B	+$391.1M (+5.8%)

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (56)

Institutions that held Houlihan Lokey, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to HLI in Q2 2024
Institution	Shares	Value	% of portfolio
StonePine Asset Management Inc.	75,195	$10.1M	0.11%
Corebridge Financial, Inc.	66,286	$8.94M	0.05%
Fenimore Asset Management Inc	45,074	$6.08M	0.13%
Rheos Capital Works Inc.	38,400	$5.18M	0.27%
Chase Investment Counsel Corp	23,607	$3.18M	1.13%
Jane Street Group, LLC	21,447	$2.89M	0.00%
Sanctuary Advisors, LLC	15,349	$1.94M	0.01%
SG Americas Securities, LLC	13,676	$1.84M	0.01%
Susquehanna International Group, LLP	11,412	$1.54M	0.00%
Allianz Asset Management GmbH	9,054	$1.22M	0.00%
Strategic Wealth Designers	8,041	$1.09M	0.14%
Amundi	6,738	$907.2K	0.00%
Bridgewater Associates, LP	6,482	$874.2K	0.00%
Citadel Advisors LLC	6,180	$833.4K	0.00%
XTX Topco Ltd	5,093	$686.8K	0.06%
Bridges Investment Management Inc	4,591	$619.1K	0.01%
Pearl River Capital, LLC	4,478	$603.9K	0.10%
Aquatic Capital Management LLC	4,200	$566.4K	0.02%
Axq Capital, LP	4,099	$552.8K	0.13%
Dynamic Technology Lab Private Ltd	3,719	$502.0K	0.06%
Schonfeld Strategic Advisors LLC	3,595	$484.8K	0.00%
Wiley Bros.-Aintree Capital, LLC	3,363	$453.6K	0.02%
Clearstead Advisors, LLC	3,279	$442.2K	0.01%
Mirabella Financial Services LLP	2,222	$299.7K	0.02%
Teza Capital Management LLC	2,169	$292.5K	0.04%
FORA Capital, LLC	1,699	$229.1K	0.03%
Fifth Third Wealth Advisors LLC	1,529	$206.2K	0.02%
Corton Capital Inc.	1,521	$205.1K	0.11%
O'Neil Global Advisors, Inc.	1,514	$204.0K	0.10%
Thoroughbred Financial Services, LLC	1,495	$201.0K	0.01%
CIBC Asset Management Inc	1,490	$200.9K	0.00%
Two Sigma Investments, LP	1,484	$200.1K	0.00%
Catalyst Funds Management Pty Ltd	1,400	$188.8K	0.05%
Paradigm Asset Management Co LLC	1,200	$161.8K	0.05%
Venturi Wealth Management, LLC	908	$122.5K	0.01%
Bank Julius Baer & Co. Ltd, Zurich	509	$76.3K	0.00%
Walleye Capital LLC	470	$63.4K	0.00%
Ashton Thomas Private Wealth, LLC	281	$37.9K	0.00%
Opal Wealth Advisors, LLC	191	$25.8K	0.01%
VisionPoint Advisory Group, LLC	134	$18.1K	0.01%
Painted Porch Advisors LLC	125	$16.9K	0.01%
Financial Network Wealth Advisors LLC	69	$9.30K	0.01%
Innealta Capital, LLC	62	$8.36K	0.00%
Ruedi Wealth Management, Inc.	58	$7.82K	0.00%
Harbor Investment Advisory, LLC	50	$6.74K	0.00%
Frazier Financial Advisors, LLC	33	$4.45K	0.00%
Westside Investment Management, Inc.	32	$4.32K	0.00%
FSC Wealth Advisors, LLC	26	$3.51K	0.00%
First Pacific Financial	24	$3.24K	0.00%
Coppell Advisory Solutions LLC	21	$2.83K	0.00%
Johnson Financial Group, Inc.	12	$1.62K	0.00%
Benjamin Edwards Inc	9	$1.00K	0.00%
Simplex Trading, LLC	9	$1.00K	0.00%
Sachetta, LLC	3	$446	0.00%
Massmutual Trust Co FSB	2	$270	0.00%
TFC Financial Management	1	$135	0.00%

Sold out (37)

Institutions that held Houlihan Lokey, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of HLI in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
American International Group, Inc.	69,009	$8.85M
Squarepoint Ops LLC	62,007	$7.95M
British Columbia Investment Management Corp	57,000	$7.31M
Texas Permanent School Fund	45,614	$5.85M
Great Lakes Advisors, LLC	38,616	$4.95M
EAM Global Investors LLC	29,473	$3.78M
Mirae Asset Global Investments Co., Ltd.	22,185	$1.99M
ExodusPoint Capital Management, LP	14,930	$1.91M
Centiva Capital, LP	7,575	$971.0K
Duality Advisers, LP	5,383	$690.0K
Marshall Wace, LLP	5,300	$679.4K
Voloridge Investment Management, LLC	5,277	$676.5K
Nebula Research & Development LLC	4,536	$581.5K
Quadrature Capital Ltd	4,317	$553.4K
Engineers Gate Manager LP	3,105	$398.0K
Custom Index Systems, LLC	2,876	$368.7K
OneAscent Financial Services LLC	2,872	$368.0K
Significant Wealth Partners LLC	2,611	$334.7K
Kapitalo Investimentos Ltda	2,472	$316.9K
USA Financial Portformulas Corp	2,335	$299.3K
Wellington Wealth Strategies, LLC.	2,041	$261.6K
OneAscent Wealth Management LLC	1,954	$250.0K
Beacon Pointe Advisors, LLC	1,788	$229.2K
FDx Advisors, Inc.	1,755	$225.0K
Vestmark Advisory Solutions, Inc.	1,577	$202.2K
Impact Partnership Wealth, LLC	867	$111.1K
Headlands Technologies LLC	118	$15.1K
Core Wealth Advisors, Inc.	111	$14.2K
Colonial Trust Advisors	51	$6.54K
1832 Asset Management L.P.	37	$4.74K
Abich Financial Wealth Management LLC	25	$3.21K
Smithfield Trust Co	27	$3.00K
Atwood & Palmer Inc	15	$1.92K
Harbour Investments, Inc.	7	$897
IFP Advisors, Inc	5	$641
Tfo-TDC, LLC	2	$256
Sofos Investments, Inc.	2	$150

Not filed for Q2 2024 yet (2)

Institutions that held Houlihan Lokey, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLI in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	67,784	$8.69M
Handelsinvest Investeringsforvaltning	1,826	$234.0K