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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 969 | $153.1K | 0.01% | +969 | New |
| Principal Securities, Inc. | 1,003 | $158.5K | 0.00% | +114+12.8% | Added |
| Smartleaf Asset Management LLC | 1,078 | $170.0K | 0.02% | +83+8.3% | Added |
| Manchester Capital Management LLC | 1,140 | $180.1K | 0.02% | +1,053+1,210.3% | Added |
| Paradigm Asset Management Co LLC | 1,200 | $189.6K | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,237 | $195.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,282 | $202.0K | 0.06% | +34+2.7% | Added |
| KBC Group NV | 1,286 | $203.0K | 0.00% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 1,286 | $203.2K | 0.07% | +1,286 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,319 | $208.4K | 0.01% | +1,319 | New |
| Schonfeld Strategic Advisors LLC | 1,321 | $208.7K | 0.00% | −2,274−63.3% | Reduced |
| Values First Advisors, Inc. | 1,327 | $209.7K | 0.11% | −1,165−46.7% | Reduced |
| Okabena Investment Services Inc | 1,382 | $218.4K | 0.06% | +1,382 | New |
| Scissortail Wealth Management, LLC | 8 | $222.2K | 0.05% | +8 | New |
| Ci Investments Inc. | 1,415 | $224.0K | 0.00% | +133+10.4% | Added |
| Ritholtz Wealth Management | 1,419 | $224.2K | 0.01% | +1,419 | New |
| GAMMA Investing LLC | 1,423 | $224.9K | 0.02% | +381+36.6% | Added |
| Huntington National Bank | 1,435 | $226.8K | 0.00% | −103−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,444 | $228.1K | 0.01% | −166−10.3% | Reduced |
| SG Americas Securities, LLC | 1,448 | $229.0K | 0.00% | −12,228−89.4% | Reduced |
| Diametric Capital, LP | 1,450 | $229.1K | 0.11% | +1,450 | New |
| David Loasby | 1,462 | $232.8K | 0.02% | +1,462 | New |
| Boothbay Fund Management, LLC | 1,475 | $233.1K | 0.01% | +1,475 | New |
| Steward Partners Investment Advisory, LLC | 1,481 | $234.0K | 0.00% | +1,309+761.0% | Added |
| Vestmark Advisory Solutions, Inc. | 1,482 | $234.2K | 0.01% | +1,482 | New |
| Moloney Securities Asset Management, LLC | 1,487 | $235.0K | 0.03% | −425−22.2% | Reduced |
| Thoroughbred Financial Services, LLC | 1,495 | $236.0K | 0.02% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,484 | $236.8K | 0.13% | +1,484 | New |
| Atria Wealth Solutions, Inc. | 1,530 | $241.7K | 0.00% | +1,530 | New |
| Profund Advisors LLC | 1,531 | $241.9K | 0.01% | +12+0.8% | Added |
| CIBC Asset Management Inc | 1,540 | $243.4K | 0.00% | +50+3.4% | Added |
| Fifth Third Wealth Advisors LLC | 1,542 | $243.7K | 0.01% | +13+0.9% | Added |
| Benjamin Edwards Inc | 1,548 | $244.6K | 0.00% | +1,539+17,100.0% | Added |
| Norden Group LLC | 1,571 | $248.2K | 0.03% | +1,571 | New |
| Argent Trust Co | 1,580 | $249.7K | 0.01% | −26−1.6% | Reduced |
| Axxcess Wealth Management, LLC | 1,608 | $254.1K | 0.01% | +1,608 | New |
| RSM US Wealth Management LLC | 1,611 | $257.0K | 0.00% | +1,611 | New |
| NewEdge Wealth, LLC | 1,644 | $259.8K | 0.00% | +116+7.6% | Added |
| Hamilton Capital Partners Inc. | 1,662 | $262.6K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,688 | $268.1K | 0.01% | +1,688 | New |
| Rehmann Capital Advisory Group | 1,689 | $268.4K | 0.02% | −25−1.5% | Reduced |
| FourThought Financial Partners, LLC | 1,706 | $269.7K | 0.03% | −6,910−80.2% | Reduced |
| SFMG, LLC | 1,709 | $270.1K | 0.02% | +1+0.1% | Added |
| HighPoint Advisor Group LLC | 1,605 | $275.0K | 0.02% | +16+1.0% | Added |
| Commonwealth Equity Services, LLC | 1,822 | $288.0K | 0.00% | −69−3.6% | Reduced |
| Sterling Capital Management LLC | 1,866 | $294.9K | 0.00% | +1,866 | New |
| Two Sigma Investments, LP | 1,909 | $301.7K | 0.00% | +425+28.6% | Added |
| Bessemer Group Inc | 1,920 | $303.0K | 0.00% | +1,102+134.7% | Added |
| Stephenson National Bank & Trust | 1,929 | $304.8K | 0.10% | −68−3.4% | Reduced |
| XTX Topco Ltd | 1,949 | $308.0K | 0.02% | −3,144−61.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,960 | $309.7K | 0.01% | −10−0.5% | Reduced |
| Allianz Asset Management GmbH | 1,968 | $311.0K | 0.00% | −7,086−78.3% | Reduced |
| Inceptionr LLC | 2,018 | $318.9K | 0.08% | +2,018 | New |
| Jefferies Financial Group Inc. | 2,043 | $322.8K | 0.01% | +2,043 | New |
| Shelton Capital Management | 2,055 | $324.7K | 0.01% | −68−3.2% | Reduced |
| Net Worth Advisory Group | 2,056 | $324.8K | 0.10% | +2,056 | New |
| USA Financial Portformulas Corp | 2,082 | $329.0K | 0.05% | +2,082 | New |
| OneAscent Wealth Management LLC | 2,086 | $330.0K | 0.13% | +2,086 | New |
| OneAscent Financial Services LLC | 2,098 | $332.0K | 0.24% | +2,098 | New |
| Advisory Services Network, LLC | 2,501 | $337.3K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,171 | $343.1K | 0.02% | +320+17.3% | Added |
| ISAM Funds (UK) Ltd | 2,195 | $346.9K | 0.20% | +2,195 | New |
| Berry Wealth Group, LP | 2,209 | $349.1K | 0.25% | +169+8.3% | Added |
| Cynosure Management, LLC | 2,263 | $357.6K | 0.05% | −618−21.5% | Reduced |
| Cerity Partners LLC | 2,300 | $363.5K | 0.00% | +397+20.9% | Added |
| ProShare Advisors LLC | 2,315 | $365.8K | 0.00% | −154−6.2% | Reduced |
| Voya Financial Advisors, Inc. | 2,330 | $367.3K | 0.04% | +449+23.9% | Added |
| Pzena Investment Management LLC | 2,329 | $368.0K | 0.00% | −1,134−32.7% | Reduced |
| Marshall Wace, LLP | 2,337 | $369.3K | 0.00% | +2,337 | New |
| Vident Advisory, LLC | 2,387 | $377.3K | 0.01% | +79+3.4% | Added |
| Trajan Wealth LLC | 2,397 | $378.8K | 0.02% | +231+10.7% | Added |
| Portside Wealth Group, LLC | 2,456 | $388.1K | 0.07% | +232+10.4% | Added |
| Riverwater Partners LLC | 2,468 | $391.9K | 0.19% | −25−1.0% | Reduced |
| PDT Partners, LLC | 2,522 | $398.5K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,582 | $408.0K | 0.02% | +2,582 | New |
| Custom Index Systems, LLC | 2,602 | $411.2K | 0.22% | +2,602 | New |
| Koshinski Asset Management, Inc. | 2,708 | $427.9K | 0.04% | +2,708 | New |
| Utah Retirement Systems | 2,800 | $442.5K | 0.00% | +100+3.7% | Added |
| nVerses Capital, LLC | 2,800 | $442.5K | 0.20% | +2,800 | New |
| Tower Research Capital LLC (TRC) | 2,920 | $461.4K | 0.01% | −1,709−36.9% | Reduced |
| Maryland State Retirement & Pension System | 2,938 | $464.3K | 0.01% | −990−25.2% | Reduced |
| Snowden Capital Advisors LLC | 2,973 | $469.8K | 0.01% | +2,973 | New |
| Entropy Technologies, LP | 3,100 | $489.9K | 0.05% | +1,508+94.7% | Added |
| First Bank & Trust | 3,105 | $490.7K | 0.09% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,117 | $491.5K | 0.00% | +803+34.7% | Added |
| Wealth Alliance | 3,127 | $494.2K | 0.06% | +62+2.0% | Added |
| Kestra Private Wealth Services, LLC | 3,178 | $502.2K | 0.01% | +3,178 | New |
| Polymer Capital Management (HK) LTD | 3,200 | $505.7K | 0.12% | +3,200 | New |
| Hantz Financial Services, Inc. | 3,234 | $511.0K | 0.01% | −24−0.7% | Reduced |
| Clearstead Advisors, LLC | 3,325 | $525.4K | 0.01% | +46+1.4% | Added |
| State of Wyoming | 3,333 | $526.7K | 0.08% | +986+42.0% | Added |
| Creative Planning | 3,564 | $563.2K | 0.00% | −50−1.4% | Reduced |
| Glenmede Trust Co NA | 3,618 | $571.7K | 0.00% | +419+13.1% | Added |
| Dynasty Wealth Management, LLC | 3,653 | $577.2K | 0.02% | −199−5.2% | Reduced |
| M&T Bank Corp | 3,679 | $581.4K | 0.00% | +25+0.7% | Added |
| Private Advisor Group, LLC | 3,730 | $589.4K | 0.00% | +668+21.8% | Added |
| Aster Capital Management (DIFC) Ltd | 3,822 | $604.0K | 0.13% | +3,822 | New |
| QRG Capital Management, Inc. | 3,832 | $605.6K | 0.01% | +717+23.0% | Added |
| Yorktown Management & Research Co Inc | 3,850 | $608.4K | 0.62% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,884 | $613.8K | 0.20% | +423+12.2% | Added |