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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 873,851 | $117.8M | 0.03% | −32,365−3.6% | Reduced |
| Neuberger Berman Group LLC | 930,462 | $125.5M | 0.10% | −72,824−7.3% | Reduced |
| Geode Capital Management, LLC | 943,995 | $127.3M | 0.01% | +36,531+4.0% | Added |
| Thrivent Financial for Lutherans | 993,975 | $134.0M | 0.27% | −14,149−1.4% | Reduced |
| Bank of America Corp | 1,097,604 | $148.0M | 0.01% | +3,720+0.3% | Added |
| Burgundy Asset Management Ltd. | 1,195,950 | $161.3M | 1.70% | −304,066−20.3% | Reduced |
| Fiduciary Management Inc | 1,216,179 | $164.0M | 1.53% | +11,438+0.9% | Added |
| Bamco Inc | 1,293,279 | $174.4M | 0.50% | −4,861−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,431,037 | $193.0M | 0.12% | +106,882+8.1% | Added |
| State Street Corp | 1,594,361 | $215.0M | 0.01% | −4,632−0.3% | Reduced |
| FMR LLC | 1,716,414 | $231.5M | 0.01% | +30,237+1.8% | Added |
| Wellington Management Group LLP | 1,985,416 | $267.8M | 0.05% | −28,879−1.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,087,898 | $416.4M | 1.02% | +38,155+1.3% | Added |
| Earnest Partners LLC | 3,273,818 | $441.5M | 2.06% | +62,314+1.9% | Added |
| BlackRock Inc. | 4,997,481 | $674.0M | 0.02% | +20,324+0.4% | Added |
| Vanguard Group Inc | 5,153,022 | $694.9M | 0.01% | +48,879+1.0% | Added |
| American International Group, Inc. | 0 | $0 | 0.00% | −69,009−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −62,007−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −45,614−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −38,616−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −29,473−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −22,185−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,930−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,575−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −5,383−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,277−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −4,536−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,317−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,105−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −2,876−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −2,041−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,788−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,755−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Handelsinvest Investeringsforvaltning | – | – | – | – | Not filed |