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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 3,892 | $615.0K | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,994 | $631.1K | 0.00% | −2,633−39.7% | Reduced |
| Ronald Blue Trust, Inc. | 4,733 | $638.2K | 0.01% | +1,010+27.1% | Added |
| Aviva PLC | 4,127 | $652.1K | 0.00% | +4,127 | New |
| Securian Asset Management, Inc | 4,156 | $656.7K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 4,236 | $669.0K | 0.09% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,241 | $670.2K | 0.01% | −111−2.6% | Reduced |
| First Eagle Investment Management, LLC | 4,247 | $671.1K | 0.00% | +4,247 | New |
| Bleakley Financial Group, LLC | 4,275 | $675.6K | 0.02% | +194+4.8% | Added |
| State of Wisconsin Investment Board | 4,368 | $690.2K | 0.00% | −113−2.5% | Reduced |
| CAPROCK Group, Inc. | 4,378 | $691.9K | 0.03% | −22−0.5% | Reduced |
| Clifford Group, LLC | 4,379 | $692.0K | 0.54% | −106−2.4% | Reduced |
| Mercer Global Advisors Inc | 4,441 | $708.7K | 0.00% | +4,441 | New |
| Commerce Bank | 4,518 | $713.9K | 0.00% | −109−2.4% | Reduced |
| Studio Investment Management LLC | 4,544 | $718.0K | 0.15% | −155−3.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,557 | $720.0K | 0.15% | −791−14.8% | Reduced |
| Intrust Bank NA | 4,673 | $738.4K | 0.07% | −16−0.3% | Reduced |
| VELA Investment Management, LLC | 4,684 | $740.2K | 0.25% | −6,094−56.5% | Reduced |
| Crossmark Global Holdings, Inc. | 4,688 | $741.0K | 0.01% | +944+25.2% | Added |
| Bridges Investment Management Inc | 4,758 | $751.9K | 0.01% | +167+3.6% | Added |
| Hanlon Investment Management, Inc. | 4,767 | $753.3K | 0.21% | +4,767 | New |
| Oak Thistle LLC | 4,818 | $761.3K | 0.25% | +4,818 | New |
| Captrust Financial Advisors | 4,902 | $774.6K | 0.00% | −211−4.1% | Reduced |
| Summit Trail Advisors, LLC | 4,907 | $775.4K | 0.02% | −196−3.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,100 | $778.6K | 0.14% | −2,295−35.9% | Reduced |
| Janney Montgomery Scott LLC | 4,955 | $783.0K | 0.00% | +2,606+110.9% | Added |
| Isthmus Partners, LLC | 5,080 | $802.7K | 0.10% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,099 | $805.0K | 0.07% | −673−11.7% | Reduced |
| Moneta Group Investment Advisors LLC | 5,196 | $821.1K | 0.01% | −231−4.3% | Reduced |
| Federated Hermes, Inc. | 5,236 | $827.4K | 0.00% | +776+17.4% | Added |
| Kestra Advisory Services, LLC | 5,347 | $844.9K | 0.00% | +3,164+144.9% | Added |
| Lazard Asset Management LLC | 5,391 | $851.0K | 0.00% | +2,865+113.4% | Added |
| TD Asset Management Inc | 5,800 | $914.4K | 0.00% | −1,200−17.1% | Reduced |
| Sendero Wealth Management, LLC | 5,822 | $920.0K | 0.15% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 5,850 | $924.0K | 0.15% | +421+7.8% | Added |
| Naples Global Advisors, LLC | 5,900 | $932.3K | 0.09% | −25−0.4% | Reduced |
| HSBC Holdings PLC | 6,007 | $940.2K | 0.00% | −1,982−24.8% | Reduced |
| Seven Eight Capital, LP | 5,974 | $944.0K | 0.08% | +5,974 | New |
| Avantax Advisory Services, Inc. | 6,010 | $949.6K | 0.01% | −986−14.1% | Reduced |
| State of Alaska, Department of Revenue | 6,070 | $959.0K | 0.01% | +415+7.3% | Added |
| Xponance, Inc. | 6,158 | $973.1K | 0.01% | +221+3.7% | Added |
| Integrated Investment Consultants, LLC | 16,174 | $989.4K | 0.22% | +9,490+142.0% | Added |
| James Investment Research Inc | 6,341 | $1.00M | 0.12% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 6,393 | $1.01M | 0.00% | −368−5.4% | Reduced |
| Connable Office Inc | 6,460 | $1.02M | 0.10% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,643 | $1.05M | 0.11% | +2,924+78.6% | Added |
| Alberta Investment Management Corp | 6,728 | $1.06M | 0.01% | −3,269−32.7% | Reduced |
| Bridgewater Associates, LP | 6,749 | $1.07M | 0.01% | +267+4.1% | Added |
| Advisor Group Holdings, Inc. | 6,812 | $1.08M | 0.00% | +2,962+76.9% | Added |
| JustInvest LLC | 7,102 | $1.12M | 0.02% | +179+2.6% | Added |
| Fulton Bank, N.A. | 7,203 | $1.14M | 0.04% | +489+7.3% | Added |
| Cinctive Capital Management LP | 7,426 | $1.17M | 0.07% | −18,509−71.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,439 | $1.18M | 0.00% | +304+4.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,637 | $1.21M | 0.02% | +4,274+127.1% | Added |
| Park Avenue Securities LLC | 7,697 | $1.22M | 0.01% | −835−9.8% | Reduced |
| SpiderRock Advisors, LLC | 7,700 | $1.22M | 0.03% | −16,732−68.5% | Reduced |
| Brinker Capital Investments, LLC | 7,921 | $1.25M | 0.01% | +4,725+147.8% | Added |
| Orion Portfolio Solutions, LLC | 7,921 | $1.25M | 0.01% | +4,725+147.8% | Added |
| Strategic Wealth Designers | 8,103 | $1.29M | 0.14% | +62+0.8% | Added |
| Squarepoint Ops LLC | 8,481 | $1.34M | 0.00% | +8,481 | New |
| Federation des caisses Desjardins du Quebec | 8,692 | $1.37M | 0.01% | −9,108−51.2% | Reduced |
| Edgestream Partners, L.P. | 8,761 | $1.38M | 0.06% | −49,311−84.9% | Reduced |
| D. E. Shaw & Co., Inc. | 8,994 | $1.42M | 0.00% | +8,994 | New |
| Linden Thomas Advisory Services, LLC | 9,247 | $1.46M | 0.20% | +479+5.5% | Added |
| Jane Street Group, LLC | 9,250 | $1.46M | 0.00% | −12,197−56.9% | Reduced |
| Assetmark, Inc | 9,813 | $1.55M | 0.00% | +9,433+2,482.4% | Added |
| Integrated Wealth Concepts LLC | 10,034 | $1.59M | 0.02% | +1,380+15.9% | Added |
| Rockefeller Capital Management L.P. | 10,053 | $1.59M | 0.00% | −2,386−19.2% | Reduced |
| Crawford Investment Counsel Inc | 10,340 | $1.63M | 0.03% | −46,029−81.7% | Reduced |
| Pacer Advisors, Inc. | 10,390 | $1.64M | 0.00% | −1,814−14.9% | Reduced |
| Voya Investment Management LLC | 10,419 | $1.65M | 0.00% | −742−6.6% | Reduced |
| New Mexico Educational Retirement Board | 10,600 | $1.68M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,832 | $1.71M | 0.03% | −58−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,306 | $1.75M | 0.02% | +1,213+13.3% | Added |
| Spears Abacus Advisors LLC | 11,605 | $1.83M | 0.04% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,709 | $1.85M | 0.01% | +103+0.9% | Added |
| CWM, LLC | 11,768 | $1.86M | 0.01% | −1,400−10.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,785 | $1.86M | 0.04% | +97+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,814 | $1.87M | 0.01% | +645+5.8% | Added |
| Citigroup Inc | 11,883 | $1.88M | 0.00% | +3,346+39.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,929 | $1.89M | 0.01% | +313+2.7% | Added |
| Tudor Investment Corp Et Al | 11,975 | $1.89M | 0.02% | +11,975 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,095 | $1.91M | 0.08% | −11−0.1% | Reduced |
| Mariner, LLC | 12,139 | $1.92M | 0.00% | +1,588+15.1% | Added |
| Handelsbanken Fonder AB | 12,158 | $1.92M | 0.01% | +2,400+24.6% | Added |
| Exchange Traded Concepts, LLC | 12,289 | $1.94M | 0.05% | +5,371+77.6% | Added |
| Taylor Frigon Capital Management LLC | 12,302 | $1.94M | 0.97% | −2,394−16.3% | Reduced |
| State of Michigan Retirement System | 12,600 | $1.99M | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 12,759 | $2.02M | 0.00% | −785−5.8% | Reduced |
| The PNC Financial Services Group, Inc. | 13,945 | $2.20M | 0.00% | +387+2.9% | Added |
| Triasima Portfolio Management inc. | 13,952 | $2.20M | 0.50% | +450+3.3% | Added |
| Empowered Funds, LLC | 14,409 | $2.28M | 0.04% | +2,864+24.8% | Added |
| AQR Capital Management LLC | 14,716 | $2.30M | 0.00% | +3,320+29.1% | Added |
| Louisiana State Employees Retirement System | 14,700 | $2.32M | 0.04% | −100−0.7% | Reduced |
| Illinois Municipal Retirement Fund | 14,881 | $2.35M | 0.03% | 00.0% | Unchanged |
| Monashee Investment Management LLC | 15,000 | $2.37M | 0.26% | +15,000 | New |
| Arizona State Retirement System | 15,125 | $2.39M | 0.02% | +535+3.7% | Added |
| American Century Companies Inc | 15,375 | $2.43M | 0.00% | −10,287−40.1% | Reduced |
| Monument Capital Management | 16,284 | $2.57M | 0.71% | +16,284 | New |
| Toroso Investments, LLC | 16,695 | $2.64M | 0.03% | +2,061+14.1% | Added |