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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 5,427 | $731.9K | 0.01% | +901+19.9% | Added |
| EFG Asset Management (North America) Corp. | 5,429 | $732.2K | 0.13% | −5,424−50.0% | Reduced |
| State of Alaska, Department of Revenue | 5,655 | $762.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,772 | $778.0K | 0.07% | −132−2.2% | Reduced |
| Sendero Wealth Management, LLC | 5,822 | $785.2K | 0.13% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,925 | $799.0K | 0.08% | −80−1.3% | Reduced |
| Xponance, Inc. | 5,937 | $800.7K | 0.01% | −600−9.2% | Reduced |
| Citadel Advisors LLC | 6,180 | $833.4K | 0.00% | +6,180 | New |
| James Investment Research Inc | 6,341 | $855.1K | 0.10% | −20.0% | Reduced |
| Integrated Investment Consultants, LLC | 6,684 | $856.8K | 0.24% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 6,395 | $862.4K | 0.13% | +2,267+54.9% | Added |
| Connable Office Inc | 6,460 | $871.2K | 0.09% | −539−7.7% | Reduced |
| Bridgewater Associates, LP | 6,482 | $874.2K | 0.00% | +6,482 | New |
| Allspring Global Investments Holdings, LLC | 6,627 | $893.8K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,714 | $905.4K | 0.04% | +5+0.1% | Added |
| Amundi | 6,738 | $907.2K | 0.00% | +6,738 | New |
| Pictet Asset Management Holding SA | 6,761 | $911.8K | 0.00% | +67+1.0% | Added |
| JustInvest LLC | 6,923 | $932.0K | 0.02% | +1,520+28.1% | Added |
| Exchange Traded Concepts, LLC | 6,918 | $933.0K | 0.02% | +4,629+202.2% | Added |
| Avantax Advisory Services, Inc. | 6,996 | $943.5K | 0.01% | +5,153+279.6% | Added |
| TD Asset Management Inc | 7,000 | $944.0K | 0.00% | +4,700+204.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,135 | $962.2K | 0.00% | −8,708−55.0% | Reduced |
| HSBC Holdings PLC | 7,989 | $1.08M | 0.00% | −9,386−54.0% | Reduced |
| Strategic Wealth Designers | 8,041 | $1.09M | 0.14% | +8,041 | New |
| Park Avenue Securities LLC | 8,532 | $1.15M | 0.01% | +120+1.4% | Added |
| Citigroup Inc | 8,537 | $1.15M | 0.00% | −3,559−29.4% | Reduced |
| FourThought Financial Partners, LLC | 8,616 | $1.16M | 0.15% | +119+1.4% | Added |
| Integrated Wealth Concepts LLC | 8,654 | $1.17M | 0.02% | +1,197+16.1% | Added |
| Linden Thomas Advisory Services, LLC | 8,768 | $1.18M | 0.18% | +210+2.5% | Added |
| State of Tennessee, Treasury Department | 8,800 | $1.19M | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 9,054 | $1.22M | 0.00% | +9,054 | New |
| O'Shaughnessy Asset Management, LLC | 9,093 | $1.23M | 0.01% | +416+4.8% | Added |
| Handelsbanken Fonder AB | 9,758 | $1.32M | 0.01% | +1,600+19.6% | Added |
| Alberta Investment Management Corp | 9,997 | $1.35M | 0.01% | −9,663−49.2% | Reduced |
| Mariner, LLC | 10,551 | $1.42M | 0.00% | +421+4.2% | Added |
| New Mexico Educational Retirement Board | 10,600 | $1.43M | 0.05% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 10,778 | $1.45M | 0.51% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,890 | $1.47M | 0.03% | −2,000−15.5% | Reduced |
| Voya Investment Management LLC | 11,161 | $1.51M | 0.00% | +2,460+28.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,169 | $1.51M | 0.00% | +283+2.6% | Added |
| AQR Capital Management LLC | 11,396 | $1.54M | 0.00% | +4,844+73.9% | Added |
| Susquehanna International Group, LLP | 11,412 | $1.54M | 0.00% | +11,412 | New |
| Empowered Funds, LLC | 11,545 | $1.56M | 0.03% | +904+8.5% | Added |
| Spears Abacus Advisors LLC | 11,605 | $1.57M | 0.03% | −640−5.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,606 | $1.57M | 0.01% | +77+0.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,616 | $1.57M | 0.01% | −140−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,688 | $1.58M | 0.04% | +63+0.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,106 | $1.63M | 0.07% | −32−0.3% | Reduced |
| Pacer Advisors, Inc. | 12,204 | $1.65M | 0.00% | +2,922+31.5% | Added |
| Rockefeller Capital Management L.P. | 12,439 | $1.68M | 0.00% | −20,484−62.2% | Reduced |
| State of Michigan Retirement System | 12,600 | $1.70M | 0.01% | −200−1.6% | Reduced |
| Cetera Investment Advisers | 13,061 | $1.76M | 0.00% | −464−3.4% | Reduced |
| CWM, LLC | 13,168 | $1.78M | 0.01% | −1,262−8.7% | Reduced |
| Triasima Portfolio Management inc. | 13,502 | $1.82M | 0.17% | 00.0% | Unchanged |
| Truist Financial Corp | 13,544 | $1.83M | 0.00% | −1,931−12.5% | Reduced |
| The PNC Financial Services Group, Inc. | 13,558 | $1.83M | 0.00% | −2,495−15.5% | Reduced |
| SG Americas Securities, LLC | 13,676 | $1.84M | 0.01% | +13,676 | New |
| Sanctuary Advisors, LLC | 15,349 | $1.94M | 0.01% | +15,349 | New |
| Arizona State Retirement System | 14,590 | $1.97M | 0.01% | +360+2.5% | Added |
| Algert Global LLC | 14,599 | $1.97M | 0.07% | +1,299+9.8% | Added |
| Toroso Investments, LLC | 14,634 | $1.97M | 0.03% | +3,541+31.9% | Added |
| Taylor Frigon Capital Management LLC | 14,696 | $1.98M | 0.94% | −398−2.6% | Reduced |
| Louisiana State Employees Retirement System | 14,800 | $2.00M | 0.04% | −200−1.3% | Reduced |
| Illinois Municipal Retirement Fund | 14,881 | $2.01M | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16,636 | $2.24M | 0.10% | +569+3.5% | Added |
| Kennedy Capital Management, Inc. | 16,803 | $2.27M | 0.05% | +2,538+17.8% | Added |
| New York State Teachers Retirement System | 17,138 | $2.31M | 0.00% | +100+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 17,800 | $2.40M | 0.01% | +17,531+6,517.1% | Added |
| Teachers Retirement System of the State of Kentucky | 17,900 | $2.41M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 17,938 | $2.42M | 0.08% | −355−1.9% | Reduced |
| MML Investors Services, LLC | 17,976 | $2.42M | 0.01% | −1,054−5.5% | Reduced |
| Deutsche Bank AG | 18,131 | $2.45M | 0.00% | +11,914+191.6% | Added |
| Cresset Asset Management, LLC | 18,344 | $2.47M | 0.01% | −1,427−7.2% | Reduced |
| State Board of Administration of Florida Retirement System | 19,720 | $2.66M | 0.01% | +2,448+14.2% | Added |
| Hilton Capital Management, LLC | 20,085 | $2.71M | 0.23% | +592+3.0% | Added |
| Daiwa Securities Group Inc. | 20,206 | $2.73M | 0.01% | +349+1.8% | Added |
| Davenport & Co LLC | 20,401 | $2.75M | 0.02% | +188+0.9% | Added |
| Regions Financial Corp | 20,937 | $2.82M | 0.02% | −352−1.7% | Reduced |
| State of New Jersey Common Pension Fund D | 21,233 | $2.86M | 0.01% | −7,561−26.3% | Reduced |
| Jane Street Group, LLC | 21,447 | $2.89M | 0.00% | +21,447 | New |
| Pathstone Holdings, LLC | 21,672 | $2.92M | 0.01% | +1,766+8.9% | Added |
| Atria Investments LLC | 21,688 | $2.92M | 0.04% | +1,089+5.3% | Added |
| Treasurer of the State of North Carolina | 22,383 | $3.02M | 0.01% | −207−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 22,496 | $3.03M | 0.01% | −6,650−22.8% | Reduced |
| Yousif Capital Management, LLC | 22,621 | $3.05M | 0.03% | −1,723−7.1% | Reduced |
| CI Private Wealth, LLC | 22,697 | $3.06M | 0.01% | +389+1.7% | Added |
| Janus Henderson Group PLC | 22,750 | $3.07M | 0.00% | −7,906−25.8% | Reduced |
| West Coast Financial LLC | 22,824 | $3.08M | 0.36% | −881−3.7% | Reduced |
| Van Eck Associates Corp | 23,368 | $3.15M | 0.00% | +3,862+19.8% | Added |
| GWM Advisors LLC | 23,556 | $3.18M | 0.02% | +3,824+19.4% | Added |
| Chase Investment Counsel Corp | 23,607 | $3.18M | 1.13% | +23,607 | New |
| TownSquare Capital, LLC | 24,056 | $3.24M | 0.04% | +3,949+19.6% | Added |
| Bank of Montreal | 24,178 | $3.29M | 0.00% | +1,171+5.1% | Added |
| SpiderRock Advisors, LLC | 24,432 | $3.29M | 0.09% | −1,100−4.3% | Reduced |
| Harbor Advisors LLC | 25,000 | $3.37M | 0.62% | 00.0% | Unchanged |
| American Century Companies Inc | 25,662 | $3.46M | 0.00% | −816−3.1% | Reduced |
| Cinctive Capital Management LP | 25,935 | $3.50M | 0.19% | −1,008−3.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,251 | $3.54M | 0.01% | −1,068−3.9% | Reduced |
| Richard Bernstein Advisors LLC | 26,368 | $3.56M | 0.08% | +30.0% | Added |
| Amalgamated Bank | 26,494 | $3.57M | 0.03% | −1,942−6.8% | Reduced |