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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 41,454 | $6.55M | 0.02% | −112−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 40,471 | $6.40M | 0.03% | −1,028−2.5% | Reduced |
| Chase Investment Counsel Corp | 39,833 | $6.29M | 2.10% | +16,226+68.7% | Added |
| Man Group plc | 38,830 | $6.14M | 0.02% | −573−1.5% | Reduced |
| Woodson Capital Management, LP | 38,600 | $6.10M | 1.33% | −24,400−38.7% | Reduced |
| Aptus Capital Advisors, LLC | 37,723 | $5.96M | 0.09% | +37,723 | New |
| Barclays PLC | 36,821 | $5.82M | 0.00% | +6,483+21.4% | Added |
| Vestcor Inc | 35,281 | $5.58M | 0.18% | +1,803+5.4% | Added |
| Grandeur Peak Global Advisors, LLC | 35,239 | $5.57M | 0.46% | −24,556−41.1% | Reduced |
| Weil Company, Inc. | 34,788 | $5.50M | 1.80% | −4,789−12.1% | Reduced |
| Van Eck Associates Corp | 32,716 | $5.43M | 0.01% | +9,348+40.0% | Added |
| US Bancorp | 34,124 | $5.39M | 0.01% | +959+2.9% | Added |
| Whittier Trust Co of Nevada Inc | 33,265 | $5.26M | 0.14% | +1,394+4.4% | Added |
| Bell Asset Management Ltd | 31,876 | $5.04M | 0.92% | −21,031−39.8% | Reduced |
| Price T Rowe Associates Inc | 29,638 | $4.68M | 0.00% | +1,609+5.7% | Added |
| Oppenheimer Asset Management Inc. | 29,213 | $4.62M | 0.06% | +690+2.4% | Added |
| MetLife Investment Management | 27,662 | $4.37M | 0.03% | −115−0.4% | Reduced |
| Amalgamated Bank | 27,234 | $4.30M | 0.04% | +740+2.8% | Added |
| Comerica Bank | 26,424 | $4.18M | 0.02% | −2,018−7.1% | Reduced |
| Ensign Peak Advisors, Inc | 26,396 | $4.17M | 0.01% | +3,900+17.3% | Added |
| Richard Bernstein Advisors LLC | 26,368 | $4.17M | 0.09% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 26,224 | $4.14M | 0.01% | −27−0.1% | Reduced |
| TownSquare Capital, LLC | 25,654 | $4.05M | 0.05% | +1,598+6.6% | Added |
| Harbor Advisors LLC | 25,000 | $3.95M | 0.66% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,832 | $3.92M | 0.03% | +1,276+5.4% | Added |
| Bank of Montreal | 24,196 | $3.81M | 0.00% | +18+0.1% | Added |
| Sanctuary Advisors, LLC | 20,007 | $3.78M | 0.02% | +4,658+30.3% | Added |
| Algert Global LLC | 23,129 | $3.65M | 0.10% | +8,530+58.4% | Added |
| Treasurer of the State of North Carolina | 22,903 | $3.62M | 0.01% | +520+2.3% | Added |
| Janus Henderson Group PLC | 22,750 | $3.59M | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 22,497 | $3.55M | 0.04% | +809+3.7% | Added |
| West Coast Financial LLC | 22,011 | $3.48M | 0.38% | −813−3.6% | Reduced |
| Pathstone Holdings, LLC | 21,787 | $3.44M | 0.02% | +115+0.5% | Added |
| Dorsey Wright & Associates | 21,456 | $3.39M | 0.80% | +21,456 | New |
| Regions Financial Corp | 20,791 | $3.29M | 0.02% | −146−0.7% | Reduced |
| State of Tennessee, Treasury Department | 20,775 | $3.28M | 0.01% | +11,975+136.1% | Added |
| Davenport & Co LLC | 20,380 | $3.22M | 0.02% | −21−0.1% | Reduced |
| Yousif Capital Management, LLC | 20,204 | $3.19M | 0.03% | −2,417−10.7% | Reduced |
| Wealth High Governance Capital Ltda | 20,000 | $3.16M | 1.11% | +20,000 | New |
| MML Investors Services, LLC | 19,845 | $3.14M | 0.01% | +1,869+10.4% | Added |
| State Board of Administration of Florida Retirement System | 19,710 | $3.11M | 0.01% | −10−0.1% | Reduced |
| Daiwa Securities Group Inc. | 19,493 | $3.08M | 0.01% | −713−3.5% | Reduced |
| Cresset Asset Management, LLC | 19,219 | $3.04M | 0.01% | +875+4.8% | Added |
| Deutsche Bank AG | 19,091 | $3.02M | 0.00% | +960+5.3% | Added |
| Cetera Investment Advisers | 18,544 | $2.93M | 0.01% | +5,483+42.0% | Added |
| Hilton Capital Management, LLC | 17,721 | $2.80M | 0.22% | −2,364−11.8% | Reduced |
| Ameritas Investment Partners, Inc. | 17,698 | $2.80M | 0.09% | −240−1.3% | Reduced |
| CI Private Wealth, LLC | 17,686 | $2.79M | 0.00% | −5,011−22.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,440 | $2.75M | 0.02% | −460−2.6% | Reduced |
| Geneos Wealth Management Inc. | 17,291 | $2.73M | 0.10% | +655+3.9% | Added |
| New York State Teachers Retirement System | 17,238 | $2.72M | 0.01% | +100+0.6% | Added |
| State of New Jersey Common Pension Fund D | 17,169 | $2.71M | 0.01% | −4,064−19.1% | Reduced |
| Toroso Investments, LLC | 16,695 | $2.64M | 0.03% | +2,061+14.1% | Added |
| Monument Capital Management | 16,284 | $2.57M | 0.71% | +16,284 | New |
| American Century Companies Inc | 15,375 | $2.43M | 0.00% | −10,287−40.1% | Reduced |
| Arizona State Retirement System | 15,125 | $2.39M | 0.02% | +535+3.7% | Added |
| Monashee Investment Management LLC | 15,000 | $2.37M | 0.26% | +15,000 | New |
| Illinois Municipal Retirement Fund | 14,881 | $2.35M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 14,700 | $2.32M | 0.04% | −100−0.7% | Reduced |
| AQR Capital Management LLC | 14,716 | $2.30M | 0.00% | +3,320+29.1% | Added |
| Empowered Funds, LLC | 14,409 | $2.28M | 0.04% | +2,864+24.8% | Added |
| Triasima Portfolio Management inc. | 13,952 | $2.20M | 0.50% | +450+3.3% | Added |
| The PNC Financial Services Group, Inc. | 13,945 | $2.20M | 0.00% | +387+2.9% | Added |
| Truist Financial Corp | 12,759 | $2.02M | 0.00% | −785−5.8% | Reduced |
| State of Michigan Retirement System | 12,600 | $1.99M | 0.01% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 12,302 | $1.94M | 0.97% | −2,394−16.3% | Reduced |
| Exchange Traded Concepts, LLC | 12,289 | $1.94M | 0.05% | +5,371+77.6% | Added |
| Handelsbanken Fonder AB | 12,158 | $1.92M | 0.01% | +2,400+24.6% | Added |
| Mariner, LLC | 12,139 | $1.92M | 0.00% | +1,588+15.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,095 | $1.91M | 0.08% | −11−0.1% | Reduced |
| Tudor Investment Corp Et Al | 11,975 | $1.89M | 0.02% | +11,975 | New |
| Envestnet Portfolio Solutions, Inc. | 11,929 | $1.89M | 0.01% | +313+2.7% | Added |
| Citigroup Inc | 11,883 | $1.88M | 0.00% | +3,346+39.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,814 | $1.87M | 0.01% | +645+5.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,785 | $1.86M | 0.04% | +97+0.8% | Added |
| CWM, LLC | 11,768 | $1.86M | 0.01% | −1,400−10.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,709 | $1.85M | 0.01% | +103+0.9% | Added |
| Spears Abacus Advisors LLC | 11,605 | $1.83M | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 10,306 | $1.75M | 0.02% | +1,213+13.3% | Added |
| Oregon Public Employees Retirement Fund | 10,832 | $1.71M | 0.03% | −58−0.5% | Reduced |
| New Mexico Educational Retirement Board | 10,600 | $1.68M | 0.06% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,419 | $1.65M | 0.00% | −742−6.6% | Reduced |
| Pacer Advisors, Inc. | 10,390 | $1.64M | 0.00% | −1,814−14.9% | Reduced |
| Crawford Investment Counsel Inc | 10,340 | $1.63M | 0.03% | −46,029−81.7% | Reduced |
| Rockefeller Capital Management L.P. | 10,053 | $1.59M | 0.00% | −2,386−19.2% | Reduced |
| Integrated Wealth Concepts LLC | 10,034 | $1.59M | 0.02% | +1,380+15.9% | Added |
| Assetmark, Inc | 9,813 | $1.55M | 0.00% | +9,433+2,482.4% | Added |
| Jane Street Group, LLC | 9,250 | $1.46M | 0.00% | −12,197−56.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,247 | $1.46M | 0.20% | +479+5.5% | Added |
| D. E. Shaw & Co., Inc. | 8,994 | $1.42M | 0.00% | +8,994 | New |
| Edgestream Partners, L.P. | 8,761 | $1.38M | 0.06% | −49,311−84.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,692 | $1.37M | 0.01% | −9,108−51.2% | Reduced |
| Squarepoint Ops LLC | 8,481 | $1.34M | 0.00% | +8,481 | New |
| Strategic Wealth Designers | 8,103 | $1.29M | 0.14% | +62+0.8% | Added |
| 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 |
| SpiderRock Advisors, LLC | 7,700 | $1.22M | 0.03% | −16,732−68.5% | Reduced |
| Park Avenue Securities LLC | 7,697 | $1.22M | 0.01% | −835−9.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,637 | $1.21M | 0.02% | +4,274+127.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,439 | $1.18M | 0.00% | +304+4.3% | Added |