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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.

Q3 2024 vs. Q2 2024

How the institutions holding Houlihan Lokey, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of HLI: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders4164452+40
Shares53.3M5.00M52.7M+4.45M (+9.2%)
Value$7.19B$674.1M$8.36B+$1.84B (+28.3%)

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (73)

Institutions that held Houlihan Lokey, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to HLI in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.5,101,916$806.2M0.02%
Lord, Abbett & Co. LLC153,000$24.2M0.08%
Azora Capital LP83,722$13.2M0.71%
Aptus Capital Advisors, LLC37,723$5.96M0.09%
Dorsey Wright & Associates21,456$3.39M0.80%
Wealth High Governance Capital Ltda20,000$3.16M1.11%
Monument Capital Management16,284$2.57M0.71%
Monashee Investment Management LLC15,000$2.37M0.26%
Tudor Investment Corp Et Al11,975$1.89M0.02%
D. E. Shaw & Co., Inc.8,994$1.42M0.00%
Squarepoint Ops LLC8,481$1.34M0.00%
Seven Eight Capital, LP5,974$944.0K0.08%
Oak Thistle LLC4,818$761.3K0.25%
Hanlon Investment Management, Inc.4,767$753.3K0.21%
Mercer Global Advisors Inc4,441$708.7K0.00%
First Eagle Investment Management, LLC4,247$671.1K0.00%
Aviva PLC4,127$652.1K0.00%
Aster Capital Management (DIFC) Ltd3,822$604.0K0.13%
Polymer Capital Management (HK) LTD3,200$505.7K0.12%
Kestra Private Wealth Services, LLC3,178$502.2K0.01%
Snowden Capital Advisors LLC2,973$469.8K0.01%
nVerses Capital, LLC2,800$442.5K0.20%
Koshinski Asset Management, Inc.2,708$427.9K0.04%
Custom Index Systems, LLC2,602$411.2K0.22%
Centiva Capital, LP2,582$408.0K0.02%
Marshall Wace, LLP2,337$369.3K0.00%
ISAM Funds (UK) Ltd2,195$346.9K0.20%
OneAscent Financial Services LLC2,098$332.0K0.24%
OneAscent Wealth Management LLC2,086$330.0K0.13%
USA Financial Portformulas Corp2,082$329.0K0.05%
Net Worth Advisory Group2,056$324.8K0.10%
Jefferies Financial Group Inc.2,043$322.8K0.01%
Inceptionr LLC2,018$318.9K0.08%
Sterling Capital Management LLC1,866$294.9K0.00%
IHT Wealth Management, LLC1,688$268.1K0.01%
RSM US Wealth Management LLC1,611$257.0K0.00%
Axxcess Wealth Management, LLC1,608$254.1K0.01%
Norden Group LLC1,571$248.2K0.03%
Atria Wealth Solutions, Inc.1,530$241.7K0.00%
Hutchens & Kramer Investment Management Group, LLC1,484$236.8K0.13%
Vestmark Advisory Solutions, Inc.1,482$234.2K0.01%
Boothbay Fund Management, LLC1,475$233.1K0.01%
David Loasby1,462$232.8K0.02%
Diametric Capital, LP1,450$229.1K0.11%
Ritholtz Wealth Management1,419$224.2K0.01%
Scissortail Wealth Management, LLC8$222.2K0.05%
Okabena Investment Services Inc1,382$218.4K0.06%
Meiji Yasuda Asset Management Co Ltd.1,319$208.4K0.01%
TrueMark Investments, LLC1,286$203.2K0.07%
IFP Advisors, Inc969$153.1K0.01%
AdvisorNet Financial, Inc861$136.1K0.01%
Planned Solutions, Inc.722$114.1K0.05%
Quest Partners LLC580$91.7K0.01%
Quarry LP483$76.3K0.02%
Golden State Equity Partners481$76.0K0.01%
Headlands Technologies LLC464$73.3K0.01%
Wolff Wiese Magana LLC241$38.1K0.03%
Alpine Bank Wealth Management182$28.8K0.00%
Brown Brothers Harriman & Co138$21.8K0.00%
FWL Investment Management, LLC138$21.8K0.01%
Danske Bank A/S100$15.8K0.00%
Ashton Thomas Securities, LLC76$12.0K0.00%
Bryn Mawr Trust Co60$9.48K0.00%
CoreCap Advisors, LLC34$5.37K0.00%
Hemington Wealth Management25$4.00K0.00%
GeoWealth Management, LLC18$2.84K0.00%
Continuum Advisory, LLC15$2.76K0.00%
Beacon Capital Management, LLC15$2.37K0.00%
Hexagon Capital Partners LLC9$1.42K0.00%
Claris Advisors, LLC4$6320.00%
Capital Performance Advisors LLP4$6320.00%
First Personal Financial Services2$3170.00%
Rothschild Investment LLC1$1580.00%

Sold out (33)

Institutions that held Houlihan Lokey, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of HLI in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Susquehanna Portfolio Strategies, LLC95,586$12.9M
Driehaus Capital Management LLC76,543$10.3M
Emerald Mutual Fund Advisers Trust70,368$9.49M
Kennedy Capital Management, Inc.16,803$2.27M
Susquehanna International Group, LLP11,412$1.54M
Prelude Capital Management, LLC4,639$625.6K
Pearl River Capital, LLC4,478$603.9K
Aquatic Capital Management LLC4,200$566.4K
Axq Capital, LP4,099$552.8K
Simplicity Wealth,LLC4,026$543.0K
Baird Financial Group, Inc.2,544$343.1K
Mirabella Financial Services LLP2,222$299.7K
Teza Capital Management LLC2,169$292.5K
Summit Financial, LLC1,994$268.9K
Quantbot Technologies LP1,962$264.6K
Keybank National Association1,921$259.1K
Camden Capital, LLC1,705$229.9K
FORA Capital, LLC1,699$229.1K
Qsemble Capital Management, LP1,672$225.5K
Corton Capital Inc.1,521$205.1K
O'Neil Global Advisors, Inc.1,514$204.0K
Catalyst Funds Management Pty Ltd1,400$188.8K
Walleye Capital LLC470$63.4K
Ashton Thomas Private Wealth, LLC281$37.9K
SYSTM Wealth Solutions LLC233$31.5K
Crewe Advisors LLC226$30.5K
Opal Wealth Advisors, LLC191$25.8K
VisionPoint Advisory Group, LLC134$18.1K
Annis Gardner Whiting Capital Advisors, LLC90$12.1K
Innealta Capital, LLC62$8.36K
Cullen/Frost Bankers, Inc.30$4.05K
Koesten, Hirschmann & Crabtree, INC.18$2.31K
Simplex Trading, LLC9$1.00K

Not filed for Q3 2024 yet (4)

Institutions that held Houlihan Lokey, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLI in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.4,997,481$674.0M
Benjamin F. Edwards & Company, Inc.678$91.0K
JJJ Advisors Inc.282$38.0K
Institutional & Family Asset Management, LLC83$11.2K