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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 1,248 | $168.0K | 0.05% | +106+9.3% | Added |
| Ci Investments Inc. | 1,282 | $173.0K | 0.00% | +74+6.1% | Added |
| KBC Group NV | 1,286 | $173.0K | 0.00% | +160+14.2% | Added |
| Catalyst Funds Management Pty Ltd | 1,400 | $188.8K | 0.05% | +1,400 | New |
| Two Sigma Investments, LP | 1,484 | $200.1K | 0.00% | +1,484 | New |
| CIBC Asset Management Inc | 1,490 | $200.9K | 0.00% | +1,490 | New |
| Thoroughbred Financial Services, LLC | 1,495 | $201.0K | 0.01% | +1,495 | New |
| O'Neil Global Advisors, Inc. | 1,514 | $204.0K | 0.10% | +1,514 | New |
| Profund Advisors LLC | 1,519 | $204.9K | 0.01% | −544−26.4% | Reduced |
| Corton Capital Inc. | 1,521 | $205.1K | 0.11% | +1,521 | New |
| NewEdge Wealth, LLC | 1,528 | $206.1K | 0.00% | −99−6.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,529 | $206.2K | 0.02% | +1,529 | New |
| Huntington National Bank | 1,538 | $207.4K | 0.00% | −386−20.1% | Reduced |
| Entropy Technologies, LP | 1,592 | $214.7K | 0.02% | −2,492−61.0% | Reduced |
| Argent Trust Co | 1,606 | $216.6K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,662 | $224.1K | 0.02% | −540−24.5% | Reduced |
| Qsemble Capital Management, LP | 1,672 | $225.5K | 0.04% | −1,201−41.8% | Reduced |
| FORA Capital, LLC | 1,699 | $229.1K | 0.03% | +1,699 | New |
| Camden Capital, LLC | 1,705 | $229.9K | 0.02% | −9−0.5% | Reduced |
| SFMG, LLC | 1,708 | $230.3K | 0.02% | +4+0.2% | Added |
| Rehmann Capital Advisory Group | 1,714 | $231.2K | 0.02% | +45+2.7% | Added |
| HighPoint Advisor Group LLC | 1,589 | $236.0K | 0.01% | −159−9.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,610 | $242.0K | 0.02% | +272+20.3% | Added |
| Proequities, Inc. | 1,851 | $249.6K | 0.02% | −63−3.3% | Reduced |
| Voya Financial Advisors, Inc. | 1,881 | $251.8K | 0.03% | −23−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 1,891 | $255.0K | 0.00% | +56+3.1% | Added |
| Cerity Partners LLC | 1,903 | $256.7K | 0.00% | −97−4.9% | Reduced |
| Moloney Securities Asset Management, LLC | 1,912 | $257.9K | 0.04% | −75−3.8% | Reduced |
| Keybank National Association | 1,921 | $259.1K | 0.00% | −866−31.1% | Reduced |
| Quantbot Technologies LP | 1,962 | $264.6K | 0.01% | −5,308−73.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,970 | $265.7K | 0.01% | −80−3.9% | Reduced |
| Summit Financial, LLC | 1,994 | $268.9K | 0.01% | +310+18.4% | Added |
| Stephenson National Bank & Trust | 1,997 | $269.3K | 0.09% | +9+0.5% | Added |
| Berry Wealth Group, LP | 2,040 | $275.1K | 0.22% | −167−7.6% | Reduced |
| Shelton Capital Management | 2,123 | $286.3K | 0.01% | −103−4.6% | Reduced |
| Trajan Wealth LLC | 2,166 | $292.1K | 0.02% | −172−7.4% | Reduced |
| Teza Capital Management LLC | 2,169 | $292.5K | 0.04% | +2,169 | New |
| Kestra Advisory Services, LLC | 2,183 | $294.4K | 0.00% | −5−0.2% | Reduced |
| Mirabella Financial Services LLP | 2,222 | $299.7K | 0.02% | +2,222 | New |
| Portside Wealth Group, LLC | 2,224 | $299.9K | 0.06% | +131+6.3% | Added |
| Vident Advisory, LLC | 2,308 | $311.3K | 0.01% | −37−1.6% | Reduced |
| Jones Financial Companies LLLP | 2,314 | $312.1K | 0.00% | +2,058+803.9% | Added |
| State of Wyoming | 2,347 | $316.5K | 0.05% | −43−1.8% | Reduced |
| Janney Montgomery Scott LLC | 2,349 | $317.0K | 0.00% | −41−1.7% | Reduced |
| ProShare Advisors LLC | 2,469 | $333.0K | 0.00% | −73−2.9% | Reduced |
| Values First Advisors, Inc. | 2,492 | $336.0K | 0.20% | −139−5.3% | Reduced |
| Riverwater Partners LLC | 2,493 | $336.2K | 0.25% | −155−5.9% | Reduced |
| Advisory Services Network, LLC | 2,501 | $337.3K | 0.01% | −46−1.8% | Reduced |
| Lazard Asset Management LLC | 2,526 | $340.0K | 0.00% | +1,535+154.9% | Added |
| PDT Partners, LLC | 2,522 | $340.1K | 0.03% | −3,104−55.2% | Reduced |
| Baird Financial Group, Inc. | 2,544 | $343.1K | 0.00% | +602+31.0% | Added |
| Utah Retirement Systems | 2,700 | $364.1K | 0.00% | −100−3.6% | Reduced |
| Cynosure Management, LLC | 2,881 | $388.5K | 0.06% | +406+16.4% | Added |
| Private Advisor Group, LLC | 3,062 | $413.0K | 0.00% | −134−4.2% | Reduced |
| Wealth Alliance | 3,065 | $413.3K | 0.05% | −133−4.2% | Reduced |
| First Bank & Trust | 3,105 | $418.7K | 0.09% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 3,115 | $420.1K | 0.00% | +367+13.4% | Added |
| Brinker Capital Investments, LLC | 3,196 | $431.0K | 0.00% | −137−4.1% | Reduced |
| Orion Portfolio Solutions, LLC | 3,196 | $431.0K | 0.00% | −137−4.1% | Reduced |
| Glenmede Trust Co NA | 3,199 | $431.4K | 0.00% | +835+35.3% | Added |
| Hantz Financial Services, Inc. | 3,258 | $439.0K | 0.01% | −105−3.1% | Reduced |
| Clearstead Advisors, LLC | 3,279 | $442.2K | 0.01% | +3,279 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,363 | $453.6K | 0.02% | +3,363 | New |
| Gibbs Wealth Management | 3,461 | $466.8K | 0.19% | +1,163+50.6% | Added |
| Pzena Investment Management LLC | 3,463 | $467.0K | 0.00% | +1,564+82.4% | Added |
| Ronald Blue Trust, Inc. | 3,723 | $477.3K | 0.01% | +986+36.0% | Added |
| Schonfeld Strategic Advisors LLC | 3,595 | $484.8K | 0.00% | +3,595 | New |
| Creative Planning | 3,614 | $487.4K | 0.00% | +350+10.7% | Added |
| M&T Bank Corp | 3,654 | $492.8K | 0.00% | −630−14.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,719 | $502.0K | 0.06% | +3,719 | New |
| Crossmark Global Holdings, Inc. | 3,744 | $505.0K | 0.01% | −336−8.2% | Reduced |
| Yorktown Management & Research Co Inc | 3,850 | $519.2K | 0.56% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,850 | $519.4K | 0.00% | +1,714+80.2% | Added |
| Dynasty Wealth Management, LLC | 3,852 | $519.4K | 0.02% | −13−0.3% | Reduced |
| Equitable Trust Co | 3,892 | $524.9K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,928 | $529.7K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 4,026 | $543.0K | 0.01% | −14−0.3% | Reduced |
| Bleakley Financial Group, LLC | 4,081 | $550.4K | 0.02% | −52−1.3% | Reduced |
| Axq Capital, LP | 4,099 | $552.8K | 0.13% | +4,099 | New |
| Securian Asset Management, Inc | 4,156 | $560.5K | 0.02% | −100−2.3% | Reduced |
| Aquatic Capital Management LLC | 4,200 | $566.4K | 0.02% | +4,200 | New |
| Resources Management Corp | 4,236 | $571.0K | 0.08% | −222−5.0% | Reduced |
| CAPROCK Group, Inc. | 4,400 | $593.5K | 0.02% | −30−0.7% | Reduced |
| Federated Hermes, Inc. | 4,460 | $601.5K | 0.00% | −134−2.9% | Reduced |
| Pearl River Capital, LLC | 4,478 | $603.9K | 0.10% | +4,478 | New |
| State of Wisconsin Investment Board | 4,481 | $604.3K | 0.00% | +185+4.3% | Added |
| Clifford Group, LLC | 4,485 | $604.9K | 0.49% | −75−1.6% | Reduced |
| Bridges Investment Management Inc | 4,591 | $619.1K | 0.01% | +4,591 | New |
| Commerce Bank | 4,627 | $624.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,629 | $624.3K | 0.01% | +2,594+127.5% | Added |
| Prelude Capital Management, LLC | 4,639 | $625.6K | 0.05% | −13,715−74.7% | Reduced |
| Intrust Bank NA | 4,689 | $632.4K | 0.07% | −74−1.6% | Reduced |
| Studio Investment Management LLC | 4,699 | $633.7K | 0.14% | −3−0.1% | Reduced |
| Brookstone Capital Management | 4,352 | $645.3K | 0.01% | −1,086−20.0% | Reduced |
| Isthmus Partners, LLC | 5,080 | $685.1K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,093 | $686.8K | 0.06% | +5,093 | New |
| Summit Trail Advisors, LLC | 5,103 | $688.1K | 0.02% | +1,164+29.6% | Added |
| Captrust Financial Advisors | 5,113 | $689.5K | 0.00% | +102+2.0% | Added |
| Renaissance Technologies LLC | 5,300 | $714.8K | 0.00% | −19,700−78.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,348 | $721.3K | 0.16% | −542−9.2% | Reduced |