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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.

Institutional holdersQ2 2024: 416 institutions
Q1 2021: 276 institutionsQ2 2021: 302 institutionsQ3 2021: 308 institutionsQ4 2021: 344 institutionsQ1 2022: 343 institutionsQ2 2022: 324 institutionsQ3 2022: 323 institutionsQ4 2022: 335 institutionsQ1 2023: 330 institutionsQ2 2023: 331 institutionsQ3 2023: 338 institutionsQ4 2023: 393 institutionsQ1 2024: 399 institutionsQ2 2024: 416 institutionsQ3 2024: 452 institutionsQ4 2024: 506 institutionsQ1 2025: 525 institutionsQ2 2025: 549 institutionsQ3 2025: 553 institutionsQ4 2025: 579 institutionsQ1 2026: 547 institutionsQ2 2026: 520 institutions
Value heldQ2 2024: $7.19B
Q1 2021: $3.47BQ2 2021: $4.31BQ3 2021: $4.78BQ4 2021: $5.21BQ1 2022: $4.42BQ2 2022: $3.86BQ3 2022: $3.71BQ4 2022: $4.35BQ1 2023: $4.40BQ2 2023: $4.92BQ3 2023: $5.39BQ4 2023: $6.45BQ1 2024: $6.81BQ2 2024: $7.19BQ3 2024: $8.36BQ4 2024: $9.29BQ1 2025: $8.60BQ2 2025: $9.93BQ3 2025: $10.9BQ4 2025: $9.30BQ1 2026: $7.72BQ2 2026: $7.40B
Institutions holding HLI and their total value by quarter
QuarterHoldersValue
Q2 2026520$7.40B
Q1 2026547$7.72B
Q4 2025579$9.30B
Q3 2025553$10.9B
Q2 2025549$9.93B
Q1 2025525$8.60B
Q4 2024506$9.29B
Q3 2024452$8.36B
Q2 2024416$7.19B
Q1 2024399$6.81B
Q4 2023393$6.45B
Q3 2023338$5.39B
Q2 2023331$4.92B
Q1 2023330$4.40B
Q4 2022335$4.35B
Q3 2022323$3.71B
Q2 2022324$3.86B
Q1 2022343$4.42B
Q4 2021344$5.21B
Q3 2021308$4.78B
Q2 2021302$4.31B
Q1 2021276$3.47B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q1 2024.

Institutions holding HLI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.2$00.00%00.0%Unchanged
TFC Financial Management1$1350.00%+1New
Bokf, NA2$2700.00%00.0%Unchanged
Massmutual Trust Co FSB2$2700.00%+2New
Sachetta, LLC3$4460.00%+3New
Caldwell Sutter Capital, Inc.6$8090.00%00.0%Unchanged
Benjamin Edwards Inc9$1.00K0.00%+9New
Simplex Trading, LLC9$1.00K0.00%+9New
SJS Investment Consulting Inc.12$1.62K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.12$1.62K0.00%+2+20.0%Added
Johnson Financial Group, Inc.12$1.62K0.00%+12New
Hollencrest Capital Management14$1.89K0.00%00.0%Unchanged
Salem Investment Counselors Inc14$1.89K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.18$2.31K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc19$2.56K0.00%00.0%Unchanged
Tucker Asset Management LLC21$2.83K0.00%+18+600.0%Added
Coppell Advisory Solutions LLC21$2.83K0.00%+21New
Private Wealth Management Group, LLC21$2.83K0.00%00.0%Unchanged
Bellevue Asset Management, LLC24$3.24K0.00%00.0%Unchanged
First Pacific Financial24$3.24K0.00%+24New
FSC Wealth Advisors, LLC26$3.51K0.00%+26New
Naples Money Management LLC28$3.79K0.00%00.0%Unchanged
Sunbelt Securities, Inc.29$3.91K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.30$4.05K0.00%00.0%Unchanged
Westside Investment Management, Inc.32$4.32K0.00%+32New
Frazier Financial Advisors, LLC33$4.45K0.00%+33New
JFS Wealth Advisors, LLC38$5.13K0.00%00.0%Unchanged
Quent Capital, LLC38$5.13K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC41$5.53K0.00%−8−16.3%Reduced
Oliver Lagore Vanvalin Investment Group42$5.66K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.45$6.07K0.00%−1−2.2%Reduced
Pacific Capital Wealth Advisors, Inc48$6.47K0.00%00.0%Unchanged
Larson Financial Group LLC49$6.61K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC50$6.74K0.00%+50New
Washington Trust Co52$6.97K0.00%00.0%Unchanged
Arlington Trust Co LLC56$7.55K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.58$7.82K0.00%+58New
First Financial Corp60$8.09K0.00%00.0%Unchanged
Bogart Wealth, LLC61$8.23K0.00%00.0%Unchanged
Innealta Capital, LLC62$8.36K0.00%+62New
Key Financial Inc67$9.04K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC69$9.30K0.01%+69New
Institutional & Family Asset Management, LLC83$11.2K0.00%00.0%Unchanged
Manchester Capital Management LLC87$11.7K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC90$12.1K0.00%+15+20.0%Added
Versant Capital Management, Inc94$12.7K0.00%00.0%Unchanged
Bell Investment Advisors, Inc95$12.8K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC96$12.9K0.00%00.0%Unchanged
Global Financial Private Client, LLC97$13.1K0.01%00.0%Unchanged
Fortitude Family Office, LLC99$13.4K0.01%00.0%Unchanged
Cornerstone Planning Group LLC96$13.9K0.00%−13−11.9%Reduced
Spire Wealth Management104$14.0K0.00%−3−2.8%Reduced
HHM Wealth Advisors, LLC104$14.0K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.105$14.1K0.00%00.0%Unchanged
Painted Porch Advisors LLC125$16.9K0.01%+125New
VisionPoint Advisory Group, LLC134$18.1K0.01%+134New
Lindbrook Capital, LLC135$18.2K0.00%00.0%Unchanged
Rise Advisors, LLC152$20.5K0.01%00.0%Unchanged
Ameliora Wealth Management Ltd.169$22.8K0.01%00.0%Unchanged
Nomura Asset Management Co Ltd170$22.9K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC172$23.2K0.00%−124−41.9%Reduced
Parkside Financial Bank & Trust175$23.6K0.00%+54+44.6%Added
Quadrant Capital Group LLC189$25.5K0.00%+21+12.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.191$25.8K0.00%+162+558.6%Added
Opal Wealth Advisors, LLC191$25.8K0.01%+191New
Bartlett & Co. Wealth Management LLC217$29.3K0.00%00.0%Unchanged
Eagle Bay Advisors LLC225$30.3K0.02%−8−3.4%Reduced
Crewe Advisors LLC226$30.5K0.00%+164+264.5%Added
SYSTM Wealth Solutions LLC233$31.5K0.01%−1,648−87.6%Reduced
CBIZ Investment Advisory Services, LLC242$32.6K0.00%00.0%Unchanged
First Horizon Advisors, Inc.243$32.8K0.00%−20−7.6%Reduced
TD Private Client Wealth LLC262$35.3K0.00%−82−23.8%Reduced
Ashton Thomas Private Wealth, LLC281$37.9K0.00%+281New
JJJ Advisors Inc.282$38.0K0.01%00.0%Unchanged
Signaturefd, LLC299$40.3K0.00%+25+9.1%Added
Accent Capital Management, LLC350$47.2K0.03%00.0%Unchanged
Harvest Fund Management Co., Ltd381$51.0K0.00%00.0%Unchanged
Assetmark, Inc380$51.2K0.00%00.0%Unchanged
Anchor Investment Management, LLC450$60.7K0.01%00.0%Unchanged
Walleye Capital LLC470$63.4K0.00%+470New
Pingora Partners LLC500$67.4K0.05%00.0%Unchanged
Park Place Capital Corp510$68.8K0.02%−180−26.1%Reduced
Parallel Advisors, LLC550$74.2K0.00%+10+1.9%Added
Bank Julius Baer & Co. Ltd, Zurich509$76.3K0.00%+509New
Mather Group, LLC.606$77.7K0.00%−7−1.1%Reduced
Benjamin F. Edwards & Company, Inc.678$91.0K0.00%+277+69.1%Added
Harel Insurance Investments & Financial Services Ltd.746$100.0K0.00%+162+27.7%Added
Allworth Financial LP697$100.4K0.00%+139+24.9%Added
Umb Bank N A761$102.6K0.00%+6+0.8%Added
Farther Finance Advisors, LLC786$106.4K0.01%+625+388.2%Added
Bessemer Group Inc818$111.0K0.00%+88+12.1%Added
Covestor Ltd837$113.0K0.07%−53−6.0%Reduced
Northwestern Mutual Wealth Management Co879$118.5K0.00%+56+6.8%Added
Principal Securities, Inc.889$119.9K0.00%+70+8.5%Added
Venturi Wealth Management, LLC908$122.5K0.01%+908New
Smartleaf Asset Management LLC995$133.2K0.02%−227−18.6%Reduced
Global Retirement Partners, LLC1,002$135.1K0.00%+496+98.0%Added
GAMMA Investing LLC1,042$140.5K0.02%+317+43.7%Added
Paradigm Asset Management Co LLC1,200$161.8K0.05%+1,200New
Nisa Investment Advisors, LLC1,237$166.8K0.00%00.0%Unchanged