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, Q3 2024
Institutional positions in Houlihan Lokey, Inc. as of Sep 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
- 452
- +40 vs. Q2 2024
- Shares held
- 52.7M
- +4.45M (+9.2%) vs. Q2 2024
- Total value
- $8.36B
- +$1.84B (+28.3%) vs. Q2 2024
- New holders
- 73
- 157 more added
- Sold out
- 33
- 156 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,167,079 | $816.5M | 0.01% | +14,057+0.3% | Added |
| BlackRock, Inc. | 5,101,916 | $806.2M | 0.02% | +5,101,916 | New |
| Earnest Partners LLC | 3,231,239 | $510.6M | 2.22% | −42,579−1.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,072,443 | $485.5M | 1.07% | −15,455−0.5% | Reduced |
| Wellington Management Group LLP | 1,850,640 | $292.4M | 0.05% | −134,776−6.8% | Reduced |
| FMR LLC | 1,713,573 | $270.8M | 0.02% | −2,841−0.2% | Reduced |
| State Street Corp | 1,615,467 | $255.3M | 0.01% | +21,106+1.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,419,908 | $224.4M | 0.14% | −11,129−0.8% | Reduced |
| Burgundy Asset Management Ltd. | 1,231,477 | $194.6M | 1.93% | +35,527+3.0% | Added |
| Fiduciary Management Inc | 1,213,716 | $191.8M | 1.68% | −2,463−0.2% | Reduced |
| Bank of America Corp | 1,207,076 | $190.7M | 0.02% | +109,472+10.0% | Added |
| Bamco Inc | 1,144,679 | $180.9M | 0.48% | −148,600−11.5% | Reduced |
| Geode Capital Management, LLC | 970,559 | $153.4M | 0.01% | +26,564+2.8% | Added |
| Neuberger Berman Group LLC | 926,533 | $146.4M | 0.11% | −3,929−0.4% | Reduced |
| Clearbridge Investments, LLC | 840,382 | $132.8M | 0.10% | −25,416−2.9% | Reduced |
| Eagle Asset Management Inc | 693,109 | $128.7M | 0.66% | +132,516+23.6% | Added |
| Capital International Investors | 792,991 | $125.3M | 0.02% | +1620.0% | Added |
| SEI Investments Co | 755,745 | $119.4M | 0.16% | −20,590−2.7% | Reduced |
| Thrivent Financial for Lutherans | 711,604 | $112.4M | 0.21% | −282,371−28.4% | Reduced |
| Ameriprise Financial Inc | 699,223 | $110.5M | 0.03% | −174,628−20.0% | Reduced |
| Norges Bank | 655,226 | $103.5M | 0.01% | −62,368−8.7% | Reduced |
| Van Berkom & Associates Inc. | 611,663 | $96.7M | 2.65% | −47,455−7.2% | Reduced |
| Charles Schwab Investment Management Inc | 601,025 | $95.0M | 0.02% | +149,114+33.0% | Added |
| Northern Trust Corp | 600,918 | $95.0M | 0.02% | −5,019−0.8% | Reduced |
| Dimensional Fund Advisors LP | 580,234 | $91.7M | 0.02% | −45,598−7.3% | Reduced |
| Alliancebernstein L.P. | 567,576 | $89.7M | 0.03% | −85,572−13.1% | Reduced |
| Envestnet Asset Management Inc | 533,082 | $84.2M | 0.03% | +50,303+10.4% | Added |
| Morgan Stanley | 525,758 | $83.1M | 0.01% | −37,307−6.6% | Reduced |
| Bank of New York Mellon Corp | 482,068 | $76.2M | 0.01% | −35,884−6.9% | Reduced |
| Invesco Ltd. | 467,456 | $73.9M | 0.01% | +119,781+34.5% | Added |
| Wells Fargo & Company | 444,734 | $70.3M | 0.02% | +10,960+2.5% | Added |
| GW&K Investment Management, LLC | 443,000 | $70.0M | 0.60% | +6,994+1.6% | Added |
| Nordea Investment Management AB | 421,220 | $66.0M | 0.07% | −32,328−7.1% | Reduced |
| Natixis Advisors, L.P. | 399,388 | $63.1M | 0.12% | +9,768+2.5% | Added |
| First Trust Advisors LP | 395,346 | $62.5M | 0.06% | −10,091−2.5% | Reduced |
| Goldman Sachs Group Inc | 392,725 | $62.1M | 0.01% | +49,186+14.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 297,957 | $47.1M | 2.37% | −1,760−0.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 293,981 | $46.5M | 0.15% | +19,314+7.0% | Added |
| Franklin Resources Inc | 273,701 | $46.4M | 0.01% | −23,749−8.0% | Reduced |
| Ancora Advisors, LLC | 287,519 | $45.4M | 1.03% | +3,226+1.1% | Added |
| Fiera Capital Corp | 283,702 | $44.8M | 0.13% | +246,705+666.8% | Added |
| Citadel Advisors LLC | 263,507 | $41.6M | 0.04% | +257,327+4,163.9% | Added |
| HighTower Advisors, LLC | 257,910 | $40.8M | 0.06% | −19,092−6.9% | Reduced |
| Argent Capital Management LLC | 240,813 | $38.1M | 1.05% | −3,031−1.2% | Reduced |
| Brown Advisory Inc | 205,477 | $32.5M | 0.04% | −151,713−42.5% | Reduced |
| Public Employees Retirement Association of Colorado | 193,246 | $30.5M | 0.12% | +17,600+10.0% | Added |
| Macquarie Group Ltd | 185,566 | $29.3M | 0.03% | −86,993−31.9% | Reduced |
| UBS Group AG | 185,377 | $29.3M | 0.01% | +43,403+30.6% | Added |
| New York State Common Retirement Fund | 183,976 | $29.1M | 0.04% | +54,386+42.0% | Added |
| Barlow Wealth Partners, Inc. | 180,345 | $29.0M | 3.79% | +3,164+1.8% | Added |
| Eventide Asset Management, LLC | 168,910 | $26.7M | 0.46% | −65,970−28.1% | Reduced |
| UBS Asset Management Americas Inc | 165,783 | $26.2M | 0.01% | −12,370−6.9% | Reduced |
| Flputnam Investment Management Co | 164,230 | $26.0M | 0.47% | −529−0.3% | Reduced |
| Rhumbline Advisers | 163,479 | $25.8M | 0.02% | −1,793−1.1% | Reduced |
| Millennium Management LLC | 160,499 | $25.4M | 0.02% | −341,111−68.0% | Reduced |
| Raymond James & Associates | 157,759 | $24.9M | 0.02% | +1,747+1.1% | Added |
| FIL Ltd | 157,091 | $24.8M | 0.02% | −73,194−31.8% | Reduced |
| Lord, Abbett & Co. LLC | 153,000 | $24.2M | 0.08% | +153,000 | New |
| Montanaro Asset Management Ltd | 151,000 | $23.9M | 4.25% | +4,750+3.2% | Added |
| Nuveen Asset Management, LLC | 129,867 | $20.5M | 0.01% | −627−0.5% | Reduced |
| GHP Investment Advisors, Inc. | 128,390 | $20.3M | 0.93% | −3,082−2.3% | Reduced |
| Principal Financial Group Inc | 123,095 | $19.5M | 0.01% | −51,246−29.4% | Reduced |
| Royce & Associates LP | 122,456 | $19.4M | 0.18% | −27,226−18.2% | Reduced |
| JPMorgan Chase & Co | 121,182 | $19.1M | 0.00% | −30,800−20.3% | Reduced |
| Schroder Investment Management Group | 117,844 | $18.6M | 0.02% | +3,424+3.0% | Added |
| Legal & General Group Plc | 104,273 | $16.5M | 0.00% | +3,130+3.1% | Added |
| Swiss National Bank | 102,536 | $16.2M | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 101,936 | $16.1M | 0.11% | +27,914+37.7% | Added |
| California Public Employees Retirement System | 94,307 | $14.9M | 0.01% | −2,176−2.3% | Reduced |
| Segall Bryant & Hamill, LLC | 93,241 | $14.7M | 0.20% | −31,278−25.1% | Reduced |
| Stifel Financial Corp | 89,788 | $14.2M | 0.01% | +26,780+42.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 87,493 | $14.0M | 0.05% | +86,984+17,089.2% | Added |
| BNP Paribas Arbitrage, SA | 83,986 | $13.3M | 0.01% | −2,394−2.8% | Reduced |
| Azora Capital LP | 83,722 | $13.2M | 0.71% | +83,722 | New |
| Russell Investments Group, Ltd. | 79,215 | $12.5M | 0.02% | −197−0.2% | Reduced |
| StonePine Asset Management Inc. | 75,195 | $11.9M | 0.11% | 00.0% | Unchanged |
| Victory Capital Management Inc | 71,269 | $11.3M | 0.01% | +26,522+59.3% | Added |
| Jennison Associates LLC | 69,689 | $11.0M | 0.01% | −55,865−44.5% | Reduced |
| Polen Capital Management LLC | 68,311 | $10.8M | 0.03% | −14,065−17.1% | Reduced |
| Pier Capital, LLC | 67,090 | $10.6M | 1.49% | +350+0.5% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 65,733 | $10.4M | 2.68% | −2,278−3.3% | Reduced |
| Retirement Systems of Alabama | 64,528 | $10.2M | 0.04% | −103−0.2% | Reduced |
| Whittier Trust Co | 63,996 | $10.1M | 0.14% | +2,716+4.4% | Added |
| Mutual of America Capital Management LLC | 63,423 | $10.0M | 0.11% | −549−0.9% | Reduced |
| Rheos Capital Works Inc. | 63,400 | $10.0M | 0.52% | +25,000+65.1% | Added |
| STRS Ohio | 63,372 | $10.0M | 0.04% | −5,068−7.4% | Reduced |
| Corebridge Financial, Inc. | 62,868 | $9.93M | 0.05% | −3,418−5.2% | Reduced |
| Renaissance Technologies LLC | 56,900 | $8.99M | 0.01% | +51,600+973.6% | Added |
| Qube Research & Technologies Ltd | 56,853 | $8.98M | 0.02% | −4,906−7.9% | Reduced |
| LPL Financial LLC | 55,761 | $8.81M | 0.00% | +10,775+24.0% | Added |
| Fenimore Asset Management Inc | 50,074 | $7.91M | 0.16% | +5,000+11.1% | Added |
| California State Teachers Retirement System | 49,709 | $7.86M | 0.01% | −1,142−2.2% | Reduced |
| FineMark National Bank & Trust | 48,483 | $7.66M | 0.27% | −317−0.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 45,025 | $7.11M | 2.67% | −174−0.4% | Reduced |
| Royal Bank of Canada | 44,903 | $7.09M | 0.00% | +8,367+22.9% | Added |
| Teacher Retirement System of Texas | 44,502 | $7.03M | 0.03% | +17,426+64.4% | Added |
| Manufacturers Life Insurance Company, The | 44,016 | $6.96M | 0.01% | −929−2.1% | Reduced |
| Granite Investment Partners, LLC | 42,347 | $6.69M | 0.29% | −13,840−24.6% | Reduced |
| Prudential Financial Inc | 41,784 | $6.60M | 0.01% | +11,531+38.1% | Added |
| Great West Life Assurance Co | 41,764 | $6.60M | 0.01% | +2,769+7.1% | Added |