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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 27,076 | $3.65M | 0.02% | +4,383+19.3% | Added |
| MetLife Investment Management | 27,777 | $3.75M | 0.02% | −980−3.4% | Reduced |
| Price T Rowe Associates Inc | 28,029 | $3.78M | 0.00% | +1,320+4.9% | Added |
| Comerica Bank | 28,442 | $3.84M | 0.02% | −1,821−6.0% | Reduced |
| Oppenheimer Asset Management Inc. | 28,523 | $3.85M | 0.05% | +1,259+4.6% | Added |
| Prudential Financial Inc | 30,253 | $4.08M | 0.01% | +15,747+108.6% | Added |
| Barclays PLC | 30,338 | $4.09M | 0.00% | −36,382−54.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 31,871 | $4.30M | 0.12% | +1,185+3.9% | Added |
| US Bancorp | 33,165 | $4.47M | 0.01% | +279+0.8% | Added |
| Vestcor Inc | 33,478 | $4.51M | 0.15% | 00.0% | Unchanged |
| Royal Bank of Canada | 36,536 | $4.93M | 0.00% | −22−0.1% | Reduced |
| Fiera Capital Corp | 36,997 | $4.99M | 0.02% | +318+0.9% | Added |
| Rheos Capital Works Inc. | 38,400 | $5.18M | 0.27% | +38,400 | New |
| Great West Life Assurance Co | 38,995 | $5.26M | 0.01% | +3,595+10.2% | Added |
| Man Group plc | 39,403 | $5.31M | 0.01% | −1,338−3.3% | Reduced |
| Weil Company, Inc. | 39,577 | $5.34M | 1.95% | +5,081+14.7% | Added |
| Public Employees Retirement System of Ohio | 41,499 | $5.60M | 0.02% | −23,867−36.5% | Reduced |
| Fifth Third Bancorp | 41,566 | $5.61M | 0.02% | +545+1.3% | Added |
| Victory Capital Management Inc | 44,747 | $6.03M | 0.01% | −6,191−12.2% | Reduced |
| Manufacturers Life Insurance Company, The | 44,945 | $6.06M | 0.01% | −465−1.0% | Reduced |
| LPL Financial LLC | 44,986 | $6.07M | 0.00% | +2,332+5.5% | Added |
| Fenimore Asset Management Inc | 45,074 | $6.08M | 0.13% | +45,074 | New |
| Walled Lake Planning & Wealth Management, LLC | 45,199 | $6.10M | 2.49% | −2,400−5.0% | Reduced |
| FineMark National Bank & Trust | 48,800 | $6.58M | 0.24% | +1,076+2.3% | Added |
| California State Teachers Retirement System | 50,851 | $6.86M | 0.01% | −872−1.7% | Reduced |
| Bell Asset Management Ltd | 52,907 | $7.14M | 1.00% | −7,724−12.7% | Reduced |
| Granite Investment Partners, LLC | 56,187 | $7.58M | 0.31% | −1,095−1.9% | Reduced |
| Crawford Investment Counsel Inc | 56,369 | $7.60M | 0.14% | −1,665−2.9% | Reduced |
| Edgestream Partners, L.P. | 58,072 | $7.83M | 0.38% | +12,058+26.2% | Added |
| Grandeur Peak Global Advisors, LLC | 59,795 | $8.06M | 0.64% | −12,686−17.5% | Reduced |
| Whittier Trust Co | 61,280 | $8.26M | 0.12% | +3,050+5.2% | Added |
| Qube Research & Technologies Ltd | 61,759 | $8.33M | 0.02% | −14,757−19.3% | Reduced |
| Woodson Capital Management, LP | 63,000 | $8.50M | 1.66% | −1,100−1.7% | Reduced |
| Stifel Financial Corp | 63,008 | $8.50M | 0.01% | −1,650−2.6% | Reduced |
| Mutual of America Capital Management LLC | 63,972 | $8.63M | 0.09% | +1,467+2.3% | Added |
| Retirement Systems of Alabama | 64,631 | $8.72M | 0.03% | −817−1.2% | Reduced |
| Corebridge Financial, Inc. | 66,286 | $8.94M | 0.05% | +66,286 | New |
| Pier Capital, LLC | 66,740 | $9.00M | 1.34% | −7,360−9.9% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 68,011 | $9.17M | 2.54% | −6,581−8.8% | Reduced |
| STRS Ohio | 68,440 | $9.23M | 0.04% | −1,332−1.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 70,368 | $9.49M | 0.50% | −62,502−47.0% | Reduced |
| Alps Advisors Inc | 74,022 | $9.98M | 0.07% | +10,157+15.9% | Added |
| StonePine Asset Management Inc. | 75,195 | $10.1M | 0.11% | +75,195 | New |
| Driehaus Capital Management LLC | 76,543 | $10.3M | 0.10% | −71,080−48.1% | Reduced |
| Russell Investments Group, Ltd. | 79,412 | $10.7M | 0.02% | −373−0.5% | Reduced |
| Polen Capital Management LLC | 82,376 | $11.1M | 0.03% | −7,646−8.5% | Reduced |
| BNP Paribas Arbitrage, SA | 86,380 | $11.6M | 0.01% | +75,931+726.7% | Added |
| Emerald Advisers, LLC | 87,583 | $11.8M | 0.50% | −77,484−46.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 95,586 | $12.9M | 0.53% | −8,024−7.7% | Reduced |
| California Public Employees Retirement System | 96,483 | $13.0M | 0.01% | −1,521−1.6% | Reduced |
| Legal & General Group Plc | 101,143 | $13.6M | 0.00% | −10,180−9.1% | Reduced |
| Swiss National Bank | 102,536 | $13.8M | 0.01% | +300+0.3% | Added |
| Schroder Investment Management Group | 114,420 | $15.4M | 0.02% | −557−0.5% | Reduced |
| Segall Bryant & Hamill, LLC | 124,519 | $16.8M | 0.30% | +3,383+2.8% | Added |
| Jennison Associates LLC | 125,554 | $16.9M | 0.01% | −221,611−63.8% | Reduced |
| New York State Common Retirement Fund | 129,590 | $17.5M | 0.02% | +453+0.4% | Added |
| Nuveen Asset Management, LLC | 130,494 | $17.6M | 0.01% | −1,439−1.1% | Reduced |
| GHP Investment Advisors, Inc. | 131,472 | $17.7M | 0.89% | −1,259−0.9% | Reduced |
| UBS Group AG | 141,974 | $19.1M | 0.01% | −14,923−9.5% | Reduced |
| Montanaro Asset Management Ltd | 146,250 | $19.7M | 3.68% | 00.0% | Unchanged |
| Royce & Associates LP | 149,682 | $20.2M | 0.19% | −10,847−6.8% | Reduced |
| JPMorgan Chase & Co | 151,982 | $20.5M | 0.00% | +36,660+31.8% | Added |
| Raymond James & Associates | 156,012 | $21.0M | 0.01% | +12,588+8.8% | Added |
| Flputnam Investment Management Co | 164,759 | $22.2M | 0.42% | −6,962−4.1% | Reduced |
| Rhumbline Advisers | 165,272 | $22.3M | 0.02% | −3,982−2.4% | Reduced |
| Principal Financial Group Inc | 174,341 | $23.5M | 0.01% | −21,819−11.1% | Reduced |
| Public Employees Retirement Association of Colorado | 175,646 | $23.7M | 0.10% | −285−0.2% | Reduced |
| UBS Asset Management Americas Inc | 178,153 | $24.0M | 0.01% | +73,388+70.1% | Added |
| Barlow Wealth Partners, Inc. | 177,181 | $25.3M | 3.50% | +3,575+2.1% | Added |
| FIL Ltd | 230,285 | $31.1M | 0.03% | +66,652+40.7% | Added |
| Eventide Asset Management, LLC | 234,880 | $31.7M | 0.54% | +5,697+2.5% | Added |
| Argent Capital Management LLC | 243,844 | $32.9M | 0.97% | +226+0.1% | Added |
| Macquarie Group Ltd | 272,559 | $36.8M | 0.04% | −59,254−17.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 274,667 | $37.0M | 0.13% | −1,966−0.7% | Reduced |
| HighTower Advisors, LLC | 277,002 | $37.3M | 0.06% | −4,556−1.6% | Reduced |
| Ancora Advisors, LLC | 284,293 | $38.3M | 0.95% | −1,234−0.4% | Reduced |
| Franklin Resources Inc | 297,450 | $40.1M | 0.01% | −6,699−2.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 299,717 | $40.4M | 2.19% | +2,132+0.7% | Added |
| Goldman Sachs Group Inc | 343,539 | $46.3M | 0.01% | +7,539+2.2% | Added |
| Invesco Ltd. | 347,675 | $46.9M | 0.01% | +63,680+22.4% | Added |
| Brown Advisory Inc | 357,190 | $48.2M | 0.06% | −45,413−11.3% | Reduced |
| Natixis Advisors, L.P. | 389,620 | $52.5M | 0.11% | −76,235−16.4% | Reduced |
| First Trust Advisors LP | 405,437 | $54.7M | 0.06% | +356,562+729.5% | Added |
| Wells Fargo & Company | 433,774 | $58.5M | 0.02% | +668+0.2% | Added |
| GW&K Investment Management, LLC | 436,006 | $58.8M | 0.54% | +362+0.1% | Added |
| Charles Schwab Investment Management Inc | 451,911 | $60.9M | 0.01% | +7,541+1.7% | Added |
| Nordea Investment Management AB | 453,548 | $61.5M | 0.07% | −21,764−4.6% | Reduced |
| Envestnet Asset Management Inc | 482,779 | $65.1M | 0.02% | +19,229+4.1% | Added |
| Millennium Management LLC | 501,610 | $67.6M | 0.06% | +499,535+24,074.0% | Added |
| Bank of New York Mellon Corp | 517,952 | $69.9M | 0.01% | +6,291+1.2% | Added |
| Eagle Asset Management Inc | 560,593 | $75.9M | 0.41% | +106,093+23.3% | Added |
| Morgan Stanley | 563,065 | $75.9M | 0.01% | −179,335−24.2% | Reduced |
| Northern Trust Corp | 605,937 | $81.7M | 0.01% | +22,087+3.8% | Added |
| Dimensional Fund Advisors LP | 625,832 | $84.4M | 0.02% | −3,308−0.5% | Reduced |
| Alliancebernstein L.P. | 653,148 | $88.1M | 0.03% | −13,301−2.0% | Reduced |
| Van Berkom & Associates Inc. | 659,118 | $88.9M | 2.66% | −44,870−6.4% | Reduced |
| Norges Bank | 717,594 | $96.8M | 0.01% | +101,157+16.4% | Added |
| SEI Investments Co | 776,335 | $104.7M | 0.15% | +45,205+6.2% | Added |
| Capital International Investors | 792,829 | $106.9M | 0.02% | +480+0.1% | Added |
| Clearbridge Investments, LLC | 865,798 | $116.8M | 0.09% | −80,587−8.5% | Reduced |