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 |
|---|---|---|---|---|---|
| Amundi | 6,738 | $907.2K | 0.00% | +6,738 | New |
| Fulton Bank, N.A. | 6,714 | $905.4K | 0.04% | +5+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 6,627 | $893.8K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 6,482 | $874.2K | 0.00% | +6,482 | New |
| Connable Office Inc | 6,460 | $871.2K | 0.09% | −539−7.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 6,395 | $862.4K | 0.13% | +2,267+54.9% | Added |
| Integrated Investment Consultants, LLC | 6,684 | $856.8K | 0.24% | 00.0% | Unchanged |
| James Investment Research Inc | 6,341 | $855.1K | 0.10% | −20.0% | Reduced |
| Citadel Advisors LLC | 6,180 | $833.4K | 0.00% | +6,180 | New |
| Xponance, Inc. | 5,937 | $800.7K | 0.01% | −600−9.2% | Reduced |
| Naples Global Advisors, LLC | 5,925 | $799.0K | 0.08% | −80−1.3% | Reduced |
| Sendero Wealth Management, LLC | 5,822 | $785.2K | 0.13% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,772 | $778.0K | 0.07% | −132−2.2% | Reduced |
| State of Alaska, Department of Revenue | 5,655 | $762.0K | 0.01% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 5,429 | $732.2K | 0.13% | −5,424−50.0% | Reduced |
| Moneta Group Investment Advisors LLC | 5,427 | $731.9K | 0.01% | +901+19.9% | Added |
| Beverly Hills Private Wealth, LLC | 5,348 | $721.3K | 0.16% | −542−9.2% | Reduced |
| Renaissance Technologies LLC | 5,300 | $714.8K | 0.00% | −19,700−78.8% | Reduced |
| Captrust Financial Advisors | 5,113 | $689.5K | 0.00% | +102+2.0% | Added |
| Summit Trail Advisors, LLC | 5,103 | $688.1K | 0.02% | +1,164+29.6% | Added |
| XTX Topco Ltd | 5,093 | $686.8K | 0.06% | +5,093 | New |
| Isthmus Partners, LLC | 5,080 | $685.1K | 0.08% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,352 | $645.3K | 0.01% | −1,086−20.0% | Reduced |
| Studio Investment Management LLC | 4,699 | $633.7K | 0.14% | −3−0.1% | Reduced |
| Intrust Bank NA | 4,689 | $632.4K | 0.07% | −74−1.6% | Reduced |
| Prelude Capital Management, LLC | 4,639 | $625.6K | 0.05% | −13,715−74.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,629 | $624.3K | 0.01% | +2,594+127.5% | Added |
| Commerce Bank | 4,627 | $624.0K | 0.00% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,591 | $619.1K | 0.01% | +4,591 | New |
| Clifford Group, LLC | 4,485 | $604.9K | 0.49% | −75−1.6% | Reduced |
| State of Wisconsin Investment Board | 4,481 | $604.3K | 0.00% | +185+4.3% | Added |
| Pearl River Capital, LLC | 4,478 | $603.9K | 0.10% | +4,478 | New |
| Federated Hermes, Inc. | 4,460 | $601.5K | 0.00% | −134−2.9% | Reduced |
| CAPROCK Group, Inc. | 4,400 | $593.5K | 0.02% | −30−0.7% | Reduced |
| Resources Management Corp | 4,236 | $571.0K | 0.08% | −222−5.0% | Reduced |
| Aquatic Capital Management LLC | 4,200 | $566.4K | 0.02% | +4,200 | New |
| Securian Asset Management, Inc | 4,156 | $560.5K | 0.02% | −100−2.3% | Reduced |
| Axq Capital, LP | 4,099 | $552.8K | 0.13% | +4,099 | New |
| Bleakley Financial Group, LLC | 4,081 | $550.4K | 0.02% | −52−1.3% | Reduced |
| Simplicity Wealth,LLC | 4,026 | $543.0K | 0.01% | −14−0.3% | Reduced |
| Maryland State Retirement & Pension System | 3,928 | $529.7K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 3,892 | $524.9K | 0.04% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 3,852 | $519.4K | 0.02% | −13−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,850 | $519.4K | 0.00% | +1,714+80.2% | Added |
| Yorktown Management & Research Co Inc | 3,850 | $519.2K | 0.56% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,744 | $505.0K | 0.01% | −336−8.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,719 | $502.0K | 0.06% | +3,719 | New |
| M&T Bank Corp | 3,654 | $492.8K | 0.00% | −630−14.7% | Reduced |
| Creative Planning | 3,614 | $487.4K | 0.00% | +350+10.7% | Added |
| Schonfeld Strategic Advisors LLC | 3,595 | $484.8K | 0.00% | +3,595 | New |
| Ronald Blue Trust, Inc. | 3,723 | $477.3K | 0.01% | +986+36.0% | Added |
| Pzena Investment Management LLC | 3,463 | $467.0K | 0.00% | +1,564+82.4% | Added |
| Gibbs Wealth Management | 3,461 | $466.8K | 0.19% | +1,163+50.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,363 | $453.6K | 0.02% | +3,363 | New |
| Clearstead Advisors, LLC | 3,279 | $442.2K | 0.01% | +3,279 | New |
| Hantz Financial Services, Inc. | 3,258 | $439.0K | 0.01% | −105−3.1% | Reduced |
| Glenmede Trust Co NA | 3,199 | $431.4K | 0.00% | +835+35.3% | 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 |
| QRG Capital Management, Inc. | 3,115 | $420.1K | 0.00% | +367+13.4% | Added |
| First Bank & Trust | 3,105 | $418.7K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance | 3,065 | $413.3K | 0.05% | −133−4.2% | Reduced |
| Private Advisor Group, LLC | 3,062 | $413.0K | 0.00% | −134−4.2% | Reduced |
| Cynosure Management, LLC | 2,881 | $388.5K | 0.06% | +406+16.4% | Added |
| Utah Retirement Systems | 2,700 | $364.1K | 0.00% | −100−3.6% | Reduced |
| Baird Financial Group, Inc. | 2,544 | $343.1K | 0.00% | +602+31.0% | Added |
| PDT Partners, LLC | 2,522 | $340.1K | 0.03% | −3,104−55.2% | Reduced |
| Lazard Asset Management LLC | 2,526 | $340.0K | 0.00% | +1,535+154.9% | Added |
| Advisory Services Network, LLC | 2,501 | $337.3K | 0.01% | −46−1.8% | Reduced |
| Riverwater Partners LLC | 2,493 | $336.2K | 0.25% | −155−5.9% | Reduced |
| Values First Advisors, Inc. | 2,492 | $336.0K | 0.20% | −139−5.3% | Reduced |
| ProShare Advisors LLC | 2,469 | $333.0K | 0.00% | −73−2.9% | Reduced |
| Janney Montgomery Scott LLC | 2,349 | $317.0K | 0.00% | −41−1.7% | Reduced |
| State of Wyoming | 2,347 | $316.5K | 0.05% | −43−1.8% | Reduced |
| Jones Financial Companies LLLP | 2,314 | $312.1K | 0.00% | +2,058+803.9% | Added |
| Vident Advisory, LLC | 2,308 | $311.3K | 0.01% | −37−1.6% | Reduced |
| Portside Wealth Group, LLC | 2,224 | $299.9K | 0.06% | +131+6.3% | Added |
| Mirabella Financial Services LLP | 2,222 | $299.7K | 0.02% | +2,222 | New |
| Kestra Advisory Services, LLC | 2,183 | $294.4K | 0.00% | −5−0.2% | Reduced |
| Teza Capital Management LLC | 2,169 | $292.5K | 0.04% | +2,169 | New |
| Trajan Wealth LLC | 2,166 | $292.1K | 0.02% | −172−7.4% | Reduced |
| Shelton Capital Management | 2,123 | $286.3K | 0.01% | −103−4.6% | Reduced |
| Berry Wealth Group, LP | 2,040 | $275.1K | 0.22% | −167−7.6% | Reduced |
| Stephenson National Bank & Trust | 1,997 | $269.3K | 0.09% | +9+0.5% | Added |
| Summit Financial, LLC | 1,994 | $268.9K | 0.01% | +310+18.4% | Added |
| Cassaday & Co Wealth Management LLC | 1,970 | $265.7K | 0.01% | −80−3.9% | Reduced |
| Quantbot Technologies LP | 1,962 | $264.6K | 0.01% | −5,308−73.0% | Reduced |
| Keybank National Association | 1,921 | $259.1K | 0.00% | −866−31.1% | Reduced |
| Moloney Securities Asset Management, LLC | 1,912 | $257.9K | 0.04% | −75−3.8% | Reduced |
| Cerity Partners LLC | 1,903 | $256.7K | 0.00% | −97−4.9% | Reduced |
| Commonwealth Equity Services, LLC | 1,891 | $255.0K | 0.00% | +56+3.1% | Added |
| Voya Financial Advisors, Inc. | 1,881 | $251.8K | 0.03% | −23−1.2% | Reduced |
| Proequities, Inc. | 1,851 | $249.6K | 0.02% | −63−3.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,610 | $242.0K | 0.02% | +272+20.3% | Added |
| HighPoint Advisor Group LLC | 1,589 | $236.0K | 0.01% | −159−9.1% | Reduced |
| Rehmann Capital Advisory Group | 1,714 | $231.2K | 0.02% | +45+2.7% | Added |
| SFMG, LLC | 1,708 | $230.3K | 0.02% | +4+0.2% | Added |
| Camden Capital, LLC | 1,705 | $229.9K | 0.02% | −9−0.5% | Reduced |
| FORA Capital, LLC | 1,699 | $229.1K | 0.03% | +1,699 | New |
| Qsemble Capital Management, LP | 1,672 | $225.5K | 0.04% | −1,201−41.8% | Reduced |