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 |
|---|---|---|---|---|---|
| Hamilton Capital Partners Inc. | 1,662 | $224.1K | 0.02% | −540−24.5% | Reduced |
| Argent Trust Co | 1,606 | $216.6K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 1,592 | $214.7K | 0.02% | −2,492−61.0% | Reduced |
| Huntington National Bank | 1,538 | $207.4K | 0.00% | −386−20.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,529 | $206.2K | 0.02% | +1,529 | New |
| NewEdge Wealth, LLC | 1,528 | $206.1K | 0.00% | −99−6.1% | Reduced |
| Corton Capital Inc. | 1,521 | $205.1K | 0.11% | +1,521 | New |
| Profund Advisors LLC | 1,519 | $204.9K | 0.01% | −544−26.4% | Reduced |
| O'Neil Global Advisors, Inc. | 1,514 | $204.0K | 0.10% | +1,514 | New |
| Thoroughbred Financial Services, LLC | 1,495 | $201.0K | 0.01% | +1,495 | New |
| CIBC Asset Management Inc | 1,490 | $200.9K | 0.00% | +1,490 | New |
| Two Sigma Investments, LP | 1,484 | $200.1K | 0.00% | +1,484 | New |
| Catalyst Funds Management Pty Ltd | 1,400 | $188.8K | 0.05% | +1,400 | New |
| Ci Investments Inc. | 1,282 | $173.0K | 0.00% | +74+6.1% | Added |
| KBC Group NV | 1,286 | $173.0K | 0.00% | +160+14.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,248 | $168.0K | 0.05% | +106+9.3% | Added |
| Nisa Investment Advisors, LLC | 1,237 | $166.8K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,200 | $161.8K | 0.05% | +1,200 | New |
| GAMMA Investing LLC | 1,042 | $140.5K | 0.02% | +317+43.7% | Added |
| Global Retirement Partners, LLC | 1,002 | $135.1K | 0.00% | +496+98.0% | Added |
| Smartleaf Asset Management LLC | 995 | $133.2K | 0.02% | −227−18.6% | Reduced |
| Venturi Wealth Management, LLC | 908 | $122.5K | 0.01% | +908 | New |
| Principal Securities, Inc. | 889 | $119.9K | 0.00% | +70+8.5% | Added |
| Northwestern Mutual Wealth Management Co | 879 | $118.5K | 0.00% | +56+6.8% | Added |
| Covestor Ltd | 837 | $113.0K | 0.07% | −53−6.0% | Reduced |
| Bessemer Group Inc | 818 | $111.0K | 0.00% | +88+12.1% | Added |
| Farther Finance Advisors, LLC | 786 | $106.4K | 0.01% | +625+388.2% | Added |
| Umb Bank N A | 761 | $102.6K | 0.00% | +6+0.8% | Added |
| Allworth Financial LP | 697 | $100.4K | 0.00% | +139+24.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 746 | $100.0K | 0.00% | +162+27.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 678 | $91.0K | 0.00% | +277+69.1% | Added |
| Mather Group, LLC. | 606 | $77.7K | 0.00% | −7−1.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 509 | $76.3K | 0.00% | +509 | New |
| Parallel Advisors, LLC | 550 | $74.2K | 0.00% | +10+1.9% | Added |
| Park Place Capital Corp | 510 | $68.8K | 0.02% | −180−26.1% | Reduced |
| Pingora Partners LLC | 500 | $67.4K | 0.05% | 00.0% | Unchanged |
| Walleye Capital LLC | 470 | $63.4K | 0.00% | +470 | New |
| Anchor Investment Management, LLC | 450 | $60.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 380 | $51.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 381 | $51.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 350 | $47.2K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 299 | $40.3K | 0.00% | +25+9.1% | Added |
| JJJ Advisors Inc. | 282 | $38.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 281 | $37.9K | 0.00% | +281 | New |
| TD Private Client Wealth LLC | 262 | $35.3K | 0.00% | −82−23.8% | Reduced |
| First Horizon Advisors, Inc. | 243 | $32.8K | 0.00% | −20−7.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 242 | $32.6K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 233 | $31.5K | 0.01% | −1,648−87.6% | Reduced |
| Crewe Advisors LLC | 226 | $30.5K | 0.00% | +164+264.5% | Added |
| Eagle Bay Advisors LLC | 225 | $30.3K | 0.02% | −8−3.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 217 | $29.3K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 191 | $25.8K | 0.01% | +191 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 191 | $25.8K | 0.00% | +162+558.6% | Added |
| Quadrant Capital Group LLC | 189 | $25.5K | 0.00% | +21+12.5% | Added |
| Parkside Financial Bank & Trust | 175 | $23.6K | 0.00% | +54+44.6% | Added |
| Steward Partners Investment Advisory, LLC | 172 | $23.2K | 0.00% | −124−41.9% | Reduced |
| Nomura Asset Management Co Ltd | 170 | $22.9K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 169 | $22.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 152 | $20.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 135 | $18.2K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 134 | $18.1K | 0.01% | +134 | New |
| Painted Porch Advisors LLC | 125 | $16.9K | 0.01% | +125 | New |
| Washington Trust Advisors, Inc. | 105 | $14.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 104 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 104 | $14.0K | 0.00% | −3−2.8% | Reduced |
| Cornerstone Planning Group LLC | 96 | $13.9K | 0.00% | −13−11.9% | Reduced |
| Fortitude Family Office, LLC | 99 | $13.4K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 97 | $13.1K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 96 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 95 | $12.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 94 | $12.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $12.1K | 0.00% | +15+20.0% | Added |
| Manchester Capital Management LLC | 87 | $11.7K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 83 | $11.2K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 69 | $9.30K | 0.01% | +69 | New |
| Key Financial Inc | 67 | $9.04K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 62 | $8.36K | 0.00% | +62 | New |
| Bogart Wealth, LLC | 61 | $8.23K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 60 | $8.09K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 58 | $7.82K | 0.00% | +58 | New |
| Arlington Trust Co LLC | 56 | $7.55K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 52 | $6.97K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 50 | $6.74K | 0.00% | +50 | New |
| Larson Financial Group LLC | 49 | $6.61K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 48 | $6.47K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 45 | $6.07K | 0.00% | −1−2.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 42 | $5.66K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $5.53K | 0.00% | −8−16.3% | Reduced |
| JFS Wealth Advisors, LLC | 38 | $5.13K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 38 | $5.13K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 33 | $4.45K | 0.00% | +33 | New |
| Westside Investment Management, Inc. | 32 | $4.32K | 0.00% | +32 | New |
| Cullen/Frost Bankers, Inc. | 30 | $4.05K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 29 | $3.91K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 28 | $3.79K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 26 | $3.51K | 0.00% | +26 | New |
| First Pacific Financial | 24 | $3.24K | 0.00% | +24 | New |
| Bellevue Asset Management, LLC | 24 | $3.24K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $2.83K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 21 | $2.83K | 0.00% | +18+600.0% | Added |