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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 165,783 | $26.2M | 0.01% | −12,370−6.9% | Reduced |
| Eventide Asset Management, LLC | 168,910 | $26.7M | 0.46% | −65,970−28.1% | Reduced |
| Barlow Wealth Partners, Inc. | 180,345 | $29.0M | 3.79% | +3,164+1.8% | Added |
| New York State Common Retirement Fund | 183,976 | $29.1M | 0.04% | +54,386+42.0% | Added |
| UBS Group AG | 185,377 | $29.3M | 0.01% | +43,403+30.6% | Added |
| Macquarie Group Ltd | 185,566 | $29.3M | 0.03% | −86,993−31.9% | Reduced |
| Public Employees Retirement Association of Colorado | 193,246 | $30.5M | 0.12% | +17,600+10.0% | Added |
| Brown Advisory Inc | 205,477 | $32.5M | 0.04% | −151,713−42.5% | Reduced |
| Argent Capital Management LLC | 240,813 | $38.1M | 1.05% | −3,031−1.2% | Reduced |
| HighTower Advisors, LLC | 257,910 | $40.8M | 0.06% | −19,092−6.9% | Reduced |
| Citadel Advisors LLC | 263,507 | $41.6M | 0.04% | +257,327+4,163.9% | Added |
| Fiera Capital Corp | 283,702 | $44.8M | 0.13% | +246,705+666.8% | Added |
| Ancora Advisors, LLC | 287,519 | $45.4M | 1.03% | +3,226+1.1% | Added |
| Franklin Resources Inc | 273,701 | $46.4M | 0.01% | −23,749−8.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 293,981 | $46.5M | 0.15% | +19,314+7.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 297,957 | $47.1M | 2.37% | −1,760−0.6% | Reduced |
| Goldman Sachs Group Inc | 392,725 | $62.1M | 0.01% | +49,186+14.3% | Added |
| First Trust Advisors LP | 395,346 | $62.5M | 0.06% | −10,091−2.5% | Reduced |
| Natixis Advisors, L.P. | 399,388 | $63.1M | 0.12% | +9,768+2.5% | Added |
| Nordea Investment Management AB | 421,220 | $66.0M | 0.07% | −32,328−7.1% | Reduced |
| GW&K Investment Management, LLC | 443,000 | $70.0M | 0.60% | +6,994+1.6% | Added |
| Wells Fargo & Company | 444,734 | $70.3M | 0.02% | +10,960+2.5% | Added |
| Invesco Ltd. | 467,456 | $73.9M | 0.01% | +119,781+34.5% | Added |
| Bank of New York Mellon Corp | 482,068 | $76.2M | 0.01% | −35,884−6.9% | Reduced |
| Morgan Stanley | 525,758 | $83.1M | 0.01% | −37,307−6.6% | Reduced |
| Envestnet Asset Management Inc | 533,082 | $84.2M | 0.03% | +50,303+10.4% | Added |
| Alliancebernstein L.P. | 567,576 | $89.7M | 0.03% | −85,572−13.1% | Reduced |
| Dimensional Fund Advisors LP | 580,234 | $91.7M | 0.02% | −45,598−7.3% | Reduced |
| Northern Trust Corp | 600,918 | $95.0M | 0.02% | −5,019−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 601,025 | $95.0M | 0.02% | +149,114+33.0% | Added |
| Van Berkom & Associates Inc. | 611,663 | $96.7M | 2.65% | −47,455−7.2% | Reduced |
| Norges Bank | 655,226 | $103.5M | 0.01% | −62,368−8.7% | Reduced |
| Ameriprise Financial Inc | 699,223 | $110.5M | 0.03% | −174,628−20.0% | Reduced |
| Thrivent Financial for Lutherans | 711,604 | $112.4M | 0.21% | −282,371−28.4% | Reduced |
| SEI Investments Co | 755,745 | $119.4M | 0.16% | −20,590−2.7% | Reduced |
| Capital International Investors | 792,991 | $125.3M | 0.02% | +1620.0% | Added |
| Eagle Asset Management Inc | 693,109 | $128.7M | 0.66% | +132,516+23.6% | Added |
| Clearbridge Investments, LLC | 840,382 | $132.8M | 0.10% | −25,416−2.9% | Reduced |
| Neuberger Berman Group LLC | 926,533 | $146.4M | 0.11% | −3,929−0.4% | Reduced |
| Geode Capital Management, LLC | 970,559 | $153.4M | 0.01% | +26,564+2.8% | Added |
| Bamco Inc | 1,144,679 | $180.9M | 0.48% | −148,600−11.5% | Reduced |
| Bank of America Corp | 1,207,076 | $190.7M | 0.02% | +109,472+10.0% | Added |
| Fiduciary Management Inc | 1,213,716 | $191.8M | 1.68% | −2,463−0.2% | Reduced |
| Burgundy Asset Management Ltd. | 1,231,477 | $194.6M | 1.93% | +35,527+3.0% | Added |
| T. Rowe Price Investment Management, Inc. | 1,419,908 | $224.4M | 0.14% | −11,129−0.8% | Reduced |
| State Street Corp | 1,615,467 | $255.3M | 0.01% | +21,106+1.3% | Added |
| FMR LLC | 1,713,573 | $270.8M | 0.02% | −2,841−0.2% | Reduced |
| Wellington Management Group LLP | 1,850,640 | $292.4M | 0.05% | −134,776−6.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,072,443 | $485.5M | 1.07% | −15,455−0.5% | Reduced |
| Earnest Partners LLC | 3,231,239 | $510.6M | 2.22% | −42,579−1.3% | Reduced |
| BlackRock, Inc. | 5,101,916 | $806.2M | 0.02% | +5,101,916 | New |
| Vanguard Group Inc | 5,167,079 | $816.5M | 0.01% | +14,057+0.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −95,586−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −76,543−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −70,368−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −16,803−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,412−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,639−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,478−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,099−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −4,026−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −2,544−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −1,994−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,962−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −1,705−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,699−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −1,514−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |