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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $158 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $159 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 2 | $317 | 0.00% | +2 | New |
| Bokf, NA | 2 | $318 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $475 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $632 | 0.00% | +4 | New |
| Capital Performance Advisors LLP | 4 | $632 | 0.00% | +4 | New |
| Caldwell Sutter Capital, Inc. | 6 | $948 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $1.42K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 12 | $1.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 14 | $2.21K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 14 | $2.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $2.37K | 0.00% | +15 | New |
| Massmutual Trust Co FSB | 16 | $2.53K | 0.00% | +14+700.0% | Added |
| Continuum Advisory, LLC | 15 | $2.76K | 0.00% | +15 | New |
| Tucker Asset Management LLC | 18 | $2.84K | 0.00% | −3−14.3% | Reduced |
| GeoWealth Management, LLC | 18 | $2.84K | 0.00% | +18 | New |
| Farmers & Merchants Investments Inc | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 21 | $3.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $3.32K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 24 | $3.79K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 24 | $3.79K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 25 | $3.95K | 0.00% | −13−34.2% | Reduced |
| Hemington Wealth Management | 25 | $4.00K | 0.00% | +25 | New |
| FSC Wealth Advisors, LLC | 26 | $4.11K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 28 | $4.42K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 29 | $4.58K | 0.00% | −29−50.0% | Reduced |
| Frazier Financial Advisors, LLC | 29 | $4.58K | 0.00% | −4−12.1% | Reduced |
| Sunbelt Securities, Inc. | 29 | $4.58K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 32 | $4.72K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 34 | $5.37K | 0.00% | +34 | New |
| JFS Wealth Advisors, LLC | 39 | $6.16K | 0.00% | +1+2.6% | Added |
| SRS Capital Advisors, Inc. | 40 | $6.32K | 0.00% | −5−11.1% | Reduced |
| Carolinas Wealth Consulting LLC | 41 | $6.48K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 42 | $6.64K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 48 | $7.58K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 49 | $7.74K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 50 | $7.90K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 52 | $8.22K | 0.00% | −856−94.3% | Reduced |
| Johnson Financial Group, Inc. | 53 | $8.38K | 0.00% | +41+341.7% | Added |
| Washington Trust Co | 55 | $8.68K | 0.00% | +3+5.8% | Added |
| Arlington Trust Co LLC | 56 | $8.85K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 60 | $9.48K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 60 | $9.48K | 0.00% | +60 | New |
| Bogart Wealth, LLC | 61 | $9.64K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 67 | $10.6K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 72 | $11.4K | 0.01% | +3+4.3% | Added |
| Cornerstone Planning Group LLC | 70 | $11.7K | 0.00% | −26−27.1% | Reduced |
| Ashton Thomas Securities, LLC | 76 | $12.0K | 0.00% | +76 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $12.3K | 0.00% | −113−59.2% | Reduced |
| Spire Wealth Management | 87 | $13.7K | 0.00% | −17−16.3% | Reduced |
| Versant Capital Management, Inc | 94 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 95 | $15.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 96 | $15.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 99 | $15.6K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $15.8K | 0.00% | +100 | New |
| HHM Wealth Advisors, LLC | 104 | $16.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 105 | $16.5K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 125 | $19.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 138 | $21.8K | 0.00% | +3+2.2% | Added |
| Brown Brothers Harriman & Co | 138 | $21.8K | 0.00% | +138 | New |
| FWL Investment Management, LLC | 138 | $21.8K | 0.01% | +138 | New |
| Amundi | 135 | $22.1K | 0.00% | −6,603−98.0% | Reduced |
| Rise Advisors, LLC | 153 | $24.2K | 0.01% | +1+0.7% | Added |
| Ameliora Wealth Management Ltd. | 169 | $26.7K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $26.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 179 | $28.2K | 0.01% | −46−20.4% | Reduced |
| Alpine Bank Wealth Management | 182 | $28.8K | 0.00% | +182 | New |
| Global Financial Private Client, LLC | 194 | $30.7K | 0.01% | +97+100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 217 | $34.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 219 | $34.6K | 0.00% | +44+25.1% | Added |
| Quadrant Capital Group LLC | 226 | $35.7K | 0.00% | +37+19.6% | Added |
| Wolff Wiese Magana LLC | 241 | $38.1K | 0.03% | +241 | New |
| CBIZ Investment Advisory Services, LLC | 242 | $38.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 305 | $48.2K | 0.00% | +43+16.4% | Added |
| Signaturefd, LLC | 325 | $51.4K | 0.00% | +26+8.7% | Added |
| Emerald Advisers, LLC | 345 | $54.5K | 0.00% | −87,238−99.6% | Reduced |
| Accent Capital Management, LLC | 350 | $55.3K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 381 | $60.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 441 | $69.7K | 0.00% | +198+81.5% | Added |
| Headlands Technologies LLC | 464 | $73.3K | 0.01% | +464 | New |
| Mather Group, LLC. | 468 | $74.0K | 0.00% | −138−22.8% | Reduced |
| Golden State Equity Partners | 481 | $76.0K | 0.01% | +481 | New |
| Anchor Investment Management, LLC | 481 | $76.0K | 0.01% | +31+6.9% | Added |
| Quarry LP | 483 | $76.3K | 0.02% | +483 | New |
| Pingora Partners LLC | 500 | $79.0K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 507 | $80.1K | 0.02% | −3−0.6% | Reduced |
| Quest Partners LLC | 580 | $91.7K | 0.01% | +580 | New |
| Harel Insurance Investments & Financial Services Ltd. | 591 | $93.0K | 0.00% | −155−20.8% | Reduced |
| Covestor Ltd | 617 | $98.0K | 0.06% | −220−26.3% | Reduced |
| Parallel Advisors, LLC | 671 | $106.0K | 0.00% | +121+22.0% | Added |
| Allworth Financial LP | 704 | $111.2K | 0.00% | +7+1.0% | Added |
| Planned Solutions, Inc. | 722 | $114.1K | 0.05% | +722 | New |
| Global Retirement Partners, LLC | 784 | $123.9K | 0.00% | −218−21.8% | Reduced |
| Farther Finance Advisors, LLC | 816 | $128.9K | 0.00% | +30+3.8% | Added |
| Northwestern Mutual Wealth Management Co | 817 | $129.1K | 0.00% | −62−7.1% | Reduced |
| Umb Bank N A | 857 | $135.4K | 0.00% | +96+12.6% | Added |
| AdvisorNet Financial, Inc | 861 | $136.1K | 0.01% | +861 | New |