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 |
|---|---|---|---|---|---|
| Weil Company, Inc. | 39,577 | $5.34M | 1.95% | +5,081+14.7% | Added |
| Man Group plc | 39,403 | $5.31M | 0.01% | −1,338−3.3% | Reduced |
| Great West Life Assurance Co | 38,995 | $5.26M | 0.01% | +3,595+10.2% | Added |
| Rheos Capital Works Inc. | 38,400 | $5.18M | 0.27% | +38,400 | New |
| Fiera Capital Corp | 36,997 | $4.99M | 0.02% | +318+0.9% | Added |
| Royal Bank of Canada | 36,536 | $4.93M | 0.00% | −22−0.1% | Reduced |
| Vestcor Inc | 33,478 | $4.51M | 0.15% | 00.0% | Unchanged |
| US Bancorp | 33,165 | $4.47M | 0.01% | +279+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 31,871 | $4.30M | 0.12% | +1,185+3.9% | Added |
| Barclays PLC | 30,338 | $4.09M | 0.00% | −36,382−54.5% | Reduced |
| Prudential Financial Inc | 30,253 | $4.08M | 0.01% | +15,747+108.6% | Added |
| Oppenheimer Asset Management Inc. | 28,523 | $3.85M | 0.05% | +1,259+4.6% | Added |
| Comerica Bank | 28,442 | $3.84M | 0.02% | −1,821−6.0% | Reduced |
| Price T Rowe Associates Inc | 28,029 | $3.78M | 0.00% | +1,320+4.9% | Added |
| MetLife Investment Management | 27,777 | $3.75M | 0.02% | −980−3.4% | Reduced |
| Teacher Retirement System of Texas | 27,076 | $3.65M | 0.02% | +4,383+19.3% | Added |
| Amalgamated Bank | 26,494 | $3.57M | 0.03% | −1,942−6.8% | Reduced |
| Richard Bernstein Advisors LLC | 26,368 | $3.56M | 0.08% | +30.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,251 | $3.54M | 0.01% | −1,068−3.9% | Reduced |
| Cinctive Capital Management LP | 25,935 | $3.50M | 0.19% | −1,008−3.7% | Reduced |
| American Century Companies Inc | 25,662 | $3.46M | 0.00% | −816−3.1% | Reduced |
| Harbor Advisors LLC | 25,000 | $3.37M | 0.62% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 24,432 | $3.29M | 0.09% | −1,100−4.3% | Reduced |
| Bank of Montreal | 24,178 | $3.29M | 0.00% | +1,171+5.1% | Added |
| TownSquare Capital, LLC | 24,056 | $3.24M | 0.04% | +3,949+19.6% | Added |
| Chase Investment Counsel Corp | 23,607 | $3.18M | 1.13% | +23,607 | New |
| GWM Advisors LLC | 23,556 | $3.18M | 0.02% | +3,824+19.4% | Added |
| Van Eck Associates Corp | 23,368 | $3.15M | 0.00% | +3,862+19.8% | Added |
| West Coast Financial LLC | 22,824 | $3.08M | 0.36% | −881−3.7% | Reduced |
| Janus Henderson Group PLC | 22,750 | $3.07M | 0.00% | −7,906−25.8% | Reduced |
| CI Private Wealth, LLC | 22,697 | $3.06M | 0.01% | +389+1.7% | Added |
| Yousif Capital Management, LLC | 22,621 | $3.05M | 0.03% | −1,723−7.1% | Reduced |
| Ensign Peak Advisors, Inc | 22,496 | $3.03M | 0.01% | −6,650−22.8% | Reduced |
| Treasurer of the State of North Carolina | 22,383 | $3.02M | 0.01% | −207−0.9% | Reduced |
| Atria Investments LLC | 21,688 | $2.92M | 0.04% | +1,089+5.3% | Added |
| Pathstone Holdings, LLC | 21,672 | $2.92M | 0.01% | +1,766+8.9% | Added |
| Jane Street Group, LLC | 21,447 | $2.89M | 0.00% | +21,447 | New |
| State of New Jersey Common Pension Fund D | 21,233 | $2.86M | 0.01% | −7,561−26.3% | Reduced |
| Regions Financial Corp | 20,937 | $2.82M | 0.02% | −352−1.7% | Reduced |
| Davenport & Co LLC | 20,401 | $2.75M | 0.02% | +188+0.9% | Added |
| Daiwa Securities Group Inc. | 20,206 | $2.73M | 0.01% | +349+1.8% | Added |
| Hilton Capital Management, LLC | 20,085 | $2.71M | 0.23% | +592+3.0% | Added |
| State Board of Administration of Florida Retirement System | 19,720 | $2.66M | 0.01% | +2,448+14.2% | Added |
| Cresset Asset Management, LLC | 18,344 | $2.47M | 0.01% | −1,427−7.2% | Reduced |
| Deutsche Bank AG | 18,131 | $2.45M | 0.00% | +11,914+191.6% | Added |
| MML Investors Services, LLC | 17,976 | $2.42M | 0.01% | −1,054−5.5% | Reduced |
| Ameritas Investment Partners, Inc. | 17,938 | $2.42M | 0.08% | −355−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,900 | $2.41M | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 17,800 | $2.40M | 0.01% | +17,531+6,517.1% | Added |
| New York State Teachers Retirement System | 17,138 | $2.31M | 0.00% | +100+0.6% | Added |
| Kennedy Capital Management, Inc. | 16,803 | $2.27M | 0.05% | +2,538+17.8% | Added |
| Geneos Wealth Management Inc. | 16,636 | $2.24M | 0.10% | +569+3.5% | Added |
| Illinois Municipal Retirement Fund | 14,881 | $2.01M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 14,800 | $2.00M | 0.04% | −200−1.3% | Reduced |
| Taylor Frigon Capital Management LLC | 14,696 | $1.98M | 0.94% | −398−2.6% | Reduced |
| Toroso Investments, LLC | 14,634 | $1.97M | 0.03% | +3,541+31.9% | Added |
| Algert Global LLC | 14,599 | $1.97M | 0.07% | +1,299+9.8% | Added |
| Arizona State Retirement System | 14,590 | $1.97M | 0.01% | +360+2.5% | Added |
| Sanctuary Advisors, LLC | 15,349 | $1.94M | 0.01% | +15,349 | New |
| SG Americas Securities, LLC | 13,676 | $1.84M | 0.01% | +13,676 | New |
| The PNC Financial Services Group, Inc. | 13,558 | $1.83M | 0.00% | −2,495−15.5% | Reduced |
| Truist Financial Corp | 13,544 | $1.83M | 0.00% | −1,931−12.5% | Reduced |
| Triasima Portfolio Management inc. | 13,502 | $1.82M | 0.17% | 00.0% | Unchanged |
| CWM, LLC | 13,168 | $1.78M | 0.01% | −1,262−8.7% | Reduced |
| Cetera Investment Advisers | 13,061 | $1.76M | 0.00% | −464−3.4% | Reduced |
| State of Michigan Retirement System | 12,600 | $1.70M | 0.01% | −200−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 12,439 | $1.68M | 0.00% | −20,484−62.2% | Reduced |
| Pacer Advisors, Inc. | 12,204 | $1.65M | 0.00% | +2,922+31.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,106 | $1.63M | 0.07% | −32−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,688 | $1.58M | 0.04% | +63+0.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,616 | $1.57M | 0.01% | −140−1.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,606 | $1.57M | 0.01% | +77+0.7% | Added |
| Spears Abacus Advisors LLC | 11,605 | $1.57M | 0.03% | −640−5.2% | Reduced |
| Empowered Funds, LLC | 11,545 | $1.56M | 0.03% | +904+8.5% | Added |
| Susquehanna International Group, LLP | 11,412 | $1.54M | 0.00% | +11,412 | New |
| AQR Capital Management LLC | 11,396 | $1.54M | 0.00% | +4,844+73.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,169 | $1.51M | 0.00% | +283+2.6% | Added |
| Voya Investment Management LLC | 11,161 | $1.51M | 0.00% | +2,460+28.3% | Added |
| Oregon Public Employees Retirement Fund | 10,890 | $1.47M | 0.03% | −2,000−15.5% | Reduced |
| VELA Investment Management, LLC | 10,778 | $1.45M | 0.51% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 10,600 | $1.43M | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 10,551 | $1.42M | 0.00% | +421+4.2% | Added |
| Alberta Investment Management Corp | 9,997 | $1.35M | 0.01% | −9,663−49.2% | Reduced |
| Handelsbanken Fonder AB | 9,758 | $1.32M | 0.01% | +1,600+19.6% | Added |
| O'Shaughnessy Asset Management, LLC | 9,093 | $1.23M | 0.01% | +416+4.8% | Added |
| Allianz Asset Management GmbH | 9,054 | $1.22M | 0.00% | +9,054 | New |
| State of Tennessee, Treasury Department | 8,800 | $1.19M | 0.00% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 8,768 | $1.18M | 0.18% | +210+2.5% | Added |
| Integrated Wealth Concepts LLC | 8,654 | $1.17M | 0.02% | +1,197+16.1% | Added |
| FourThought Financial Partners, LLC | 8,616 | $1.16M | 0.15% | +119+1.4% | Added |
| Citigroup Inc | 8,537 | $1.15M | 0.00% | −3,559−29.4% | Reduced |
| Park Avenue Securities LLC | 8,532 | $1.15M | 0.01% | +120+1.4% | Added |
| Strategic Wealth Designers | 8,041 | $1.09M | 0.14% | +8,041 | New |
| HSBC Holdings PLC | 7,989 | $1.08M | 0.00% | −9,386−54.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,135 | $962.2K | 0.00% | −8,708−55.0% | Reduced |
| TD Asset Management Inc | 7,000 | $944.0K | 0.00% | +4,700+204.3% | Added |
| Avantax Advisory Services, Inc. | 6,996 | $943.5K | 0.01% | +5,153+279.6% | Added |
| Exchange Traded Concepts, LLC | 6,918 | $933.0K | 0.02% | +4,629+202.2% | Added |
| JustInvest LLC | 6,923 | $932.0K | 0.02% | +1,520+28.1% | Added |
| Pictet Asset Management Holding SA | 6,761 | $911.8K | 0.00% | +67+1.0% | Added |