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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 17,169 | $2.71M | 0.01% | −4,064−19.1% | Reduced |
| New York State Teachers Retirement System | 17,238 | $2.72M | 0.01% | +100+0.6% | Added |
| Geneos Wealth Management Inc. | 17,291 | $2.73M | 0.10% | +655+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 17,440 | $2.75M | 0.02% | −460−2.6% | Reduced |
| CI Private Wealth, LLC | 17,686 | $2.79M | 0.00% | −5,011−22.1% | Reduced |
| Ameritas Investment Partners, Inc. | 17,698 | $2.80M | 0.09% | −240−1.3% | Reduced |
| Hilton Capital Management, LLC | 17,721 | $2.80M | 0.22% | −2,364−11.8% | Reduced |
| Cetera Investment Advisers | 18,544 | $2.93M | 0.01% | +5,483+42.0% | Added |
| Deutsche Bank AG | 19,091 | $3.02M | 0.00% | +960+5.3% | Added |
| Cresset Asset Management, LLC | 19,219 | $3.04M | 0.01% | +875+4.8% | Added |
| Daiwa Securities Group Inc. | 19,493 | $3.08M | 0.01% | −713−3.5% | Reduced |
| State Board of Administration of Florida Retirement System | 19,710 | $3.11M | 0.01% | −10−0.1% | Reduced |
| MML Investors Services, LLC | 19,845 | $3.14M | 0.01% | +1,869+10.4% | Added |
| Wealth High Governance Capital Ltda | 20,000 | $3.16M | 1.11% | +20,000 | New |
| Yousif Capital Management, LLC | 20,204 | $3.19M | 0.03% | −2,417−10.7% | Reduced |
| Davenport & Co LLC | 20,380 | $3.22M | 0.02% | −21−0.1% | Reduced |
| State of Tennessee, Treasury Department | 20,775 | $3.28M | 0.01% | +11,975+136.1% | Added |
| Regions Financial Corp | 20,791 | $3.29M | 0.02% | −146−0.7% | Reduced |
| Dorsey Wright & Associates | 21,456 | $3.39M | 0.80% | +21,456 | New |
| Pathstone Holdings, LLC | 21,787 | $3.44M | 0.02% | +115+0.5% | Added |
| West Coast Financial LLC | 22,011 | $3.48M | 0.38% | −813−3.6% | Reduced |
| Atria Investments LLC | 22,497 | $3.55M | 0.04% | +809+3.7% | Added |
| Janus Henderson Group PLC | 22,750 | $3.59M | 0.00% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 22,903 | $3.62M | 0.01% | +520+2.3% | Added |
| Algert Global LLC | 23,129 | $3.65M | 0.10% | +8,530+58.4% | Added |
| Sanctuary Advisors, LLC | 20,007 | $3.78M | 0.02% | +4,658+30.3% | Added |
| Bank of Montreal | 24,196 | $3.81M | 0.00% | +18+0.1% | Added |
| GWM Advisors LLC | 24,832 | $3.92M | 0.03% | +1,276+5.4% | Added |
| Harbor Advisors LLC | 25,000 | $3.95M | 0.66% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 25,654 | $4.05M | 0.05% | +1,598+6.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,224 | $4.14M | 0.01% | −27−0.1% | Reduced |
| Richard Bernstein Advisors LLC | 26,368 | $4.17M | 0.09% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 26,396 | $4.17M | 0.01% | +3,900+17.3% | Added |
| Comerica Bank | 26,424 | $4.18M | 0.02% | −2,018−7.1% | Reduced |
| Amalgamated Bank | 27,234 | $4.30M | 0.04% | +740+2.8% | Added |
| MetLife Investment Management | 27,662 | $4.37M | 0.03% | −115−0.4% | Reduced |
| Oppenheimer Asset Management Inc. | 29,213 | $4.62M | 0.06% | +690+2.4% | Added |
| Price T Rowe Associates Inc | 29,638 | $4.68M | 0.00% | +1,609+5.7% | Added |
| Bell Asset Management Ltd | 31,876 | $5.04M | 0.92% | −21,031−39.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 33,265 | $5.26M | 0.14% | +1,394+4.4% | Added |
| US Bancorp | 34,124 | $5.39M | 0.01% | +959+2.9% | Added |
| Van Eck Associates Corp | 32,716 | $5.43M | 0.01% | +9,348+40.0% | Added |
| Weil Company, Inc. | 34,788 | $5.50M | 1.80% | −4,789−12.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 35,239 | $5.57M | 0.46% | −24,556−41.1% | Reduced |
| Vestcor Inc | 35,281 | $5.58M | 0.18% | +1,803+5.4% | Added |
| Barclays PLC | 36,821 | $5.82M | 0.00% | +6,483+21.4% | Added |
| Aptus Capital Advisors, LLC | 37,723 | $5.96M | 0.09% | +37,723 | New |
| Woodson Capital Management, LP | 38,600 | $6.10M | 1.33% | −24,400−38.7% | Reduced |
| Man Group plc | 38,830 | $6.14M | 0.02% | −573−1.5% | Reduced |
| Chase Investment Counsel Corp | 39,833 | $6.29M | 2.10% | +16,226+68.7% | Added |
| Public Employees Retirement System of Ohio | 40,471 | $6.40M | 0.03% | −1,028−2.5% | Reduced |
| Fifth Third Bancorp | 41,454 | $6.55M | 0.02% | −112−0.3% | Reduced |
| Great West Life Assurance Co | 41,764 | $6.60M | 0.01% | +2,769+7.1% | Added |
| Prudential Financial Inc | 41,784 | $6.60M | 0.01% | +11,531+38.1% | Added |
| Granite Investment Partners, LLC | 42,347 | $6.69M | 0.29% | −13,840−24.6% | Reduced |
| Manufacturers Life Insurance Company, The | 44,016 | $6.96M | 0.01% | −929−2.1% | Reduced |
| Teacher Retirement System of Texas | 44,502 | $7.03M | 0.03% | +17,426+64.4% | Added |
| Royal Bank of Canada | 44,903 | $7.09M | 0.00% | +8,367+22.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 45,025 | $7.11M | 2.67% | −174−0.4% | Reduced |
| FineMark National Bank & Trust | 48,483 | $7.66M | 0.27% | −317−0.6% | Reduced |
| California State Teachers Retirement System | 49,709 | $7.86M | 0.01% | −1,142−2.2% | Reduced |
| Fenimore Asset Management Inc | 50,074 | $7.91M | 0.16% | +5,000+11.1% | Added |
| LPL Financial LLC | 55,761 | $8.81M | 0.00% | +10,775+24.0% | Added |
| Qube Research & Technologies Ltd | 56,853 | $8.98M | 0.02% | −4,906−7.9% | Reduced |
| Renaissance Technologies LLC | 56,900 | $8.99M | 0.01% | +51,600+973.6% | Added |
| Corebridge Financial, Inc. | 62,868 | $9.93M | 0.05% | −3,418−5.2% | Reduced |
| STRS Ohio | 63,372 | $10.0M | 0.04% | −5,068−7.4% | Reduced |
| Rheos Capital Works Inc. | 63,400 | $10.0M | 0.52% | +25,000+65.1% | Added |
| Mutual of America Capital Management LLC | 63,423 | $10.0M | 0.11% | −549−0.9% | Reduced |
| Whittier Trust Co | 63,996 | $10.1M | 0.14% | +2,716+4.4% | Added |
| Retirement Systems of Alabama | 64,528 | $10.2M | 0.04% | −103−0.2% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 65,733 | $10.4M | 2.68% | −2,278−3.3% | Reduced |
| Pier Capital, LLC | 67,090 | $10.6M | 1.49% | +350+0.5% | Added |
| Polen Capital Management LLC | 68,311 | $10.8M | 0.03% | −14,065−17.1% | Reduced |
| Jennison Associates LLC | 69,689 | $11.0M | 0.01% | −55,865−44.5% | Reduced |
| Victory Capital Management Inc | 71,269 | $11.3M | 0.01% | +26,522+59.3% | Added |
| StonePine Asset Management Inc. | 75,195 | $11.9M | 0.11% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 79,215 | $12.5M | 0.02% | −197−0.2% | Reduced |
| Azora Capital LP | 83,722 | $13.2M | 0.71% | +83,722 | New |
| BNP Paribas Arbitrage, SA | 83,986 | $13.3M | 0.01% | −2,394−2.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 87,493 | $14.0M | 0.05% | +86,984+17,089.2% | Added |
| Stifel Financial Corp | 89,788 | $14.2M | 0.01% | +26,780+42.5% | Added |
| Segall Bryant & Hamill, LLC | 93,241 | $14.7M | 0.20% | −31,278−25.1% | Reduced |
| California Public Employees Retirement System | 94,307 | $14.9M | 0.01% | −2,176−2.3% | Reduced |
| Alps Advisors Inc | 101,936 | $16.1M | 0.11% | +27,914+37.7% | Added |
| Swiss National Bank | 102,536 | $16.2M | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 104,273 | $16.5M | 0.00% | +3,130+3.1% | Added |
| Schroder Investment Management Group | 117,844 | $18.6M | 0.02% | +3,424+3.0% | Added |
| JPMorgan Chase & Co | 121,182 | $19.1M | 0.00% | −30,800−20.3% | Reduced |
| Royce & Associates LP | 122,456 | $19.4M | 0.18% | −27,226−18.2% | Reduced |
| Principal Financial Group Inc | 123,095 | $19.5M | 0.01% | −51,246−29.4% | Reduced |
| GHP Investment Advisors, Inc. | 128,390 | $20.3M | 0.93% | −3,082−2.3% | Reduced |
| Nuveen Asset Management, LLC | 129,867 | $20.5M | 0.01% | −627−0.5% | Reduced |
| Montanaro Asset Management Ltd | 151,000 | $23.9M | 4.25% | +4,750+3.2% | Added |
| Lord, Abbett & Co. LLC | 153,000 | $24.2M | 0.08% | +153,000 | New |
| FIL Ltd | 157,091 | $24.8M | 0.02% | −73,194−31.8% | Reduced |
| Raymond James & Associates | 157,759 | $24.9M | 0.02% | +1,747+1.1% | Added |
| Millennium Management LLC | 160,499 | $25.4M | 0.02% | −341,111−68.0% | Reduced |
| Rhumbline Advisers | 163,479 | $25.8M | 0.02% | −1,793−1.1% | Reduced |
| Flputnam Investment Management Co | 164,230 | $26.0M | 0.47% | −529−0.3% | Reduced |