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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 7,426 | $1.17M | 0.07% | −18,509−71.4% | Reduced |
| Fulton Bank, N.A. | 7,203 | $1.14M | 0.04% | +489+7.3% | Added |
| JustInvest LLC | 7,102 | $1.12M | 0.02% | +179+2.6% | Added |
| Advisor Group Holdings, Inc. | 6,812 | $1.08M | 0.00% | +2,962+76.9% | Added |
| Bridgewater Associates, LP | 6,749 | $1.07M | 0.01% | +267+4.1% | Added |
| Alberta Investment Management Corp | 6,728 | $1.06M | 0.01% | −3,269−32.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,643 | $1.05M | 0.11% | +2,924+78.6% | Added |
| Connable Office Inc | 6,460 | $1.02M | 0.10% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 6,393 | $1.01M | 0.00% | −368−5.4% | Reduced |
| James Investment Research Inc | 6,341 | $1.00M | 0.12% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 16,174 | $989.4K | 0.22% | +9,490+142.0% | Added |
| Xponance, Inc. | 6,158 | $973.1K | 0.01% | +221+3.7% | Added |
| State of Alaska, Department of Revenue | 6,070 | $959.0K | 0.01% | +415+7.3% | Added |
| Avantax Advisory Services, Inc. | 6,010 | $949.6K | 0.01% | −986−14.1% | Reduced |
| Seven Eight Capital, LP | 5,974 | $944.0K | 0.08% | +5,974 | New |
| HSBC Holdings PLC | 6,007 | $940.2K | 0.00% | −1,982−24.8% | Reduced |
| Naples Global Advisors, LLC | 5,900 | $932.3K | 0.09% | −25−0.4% | Reduced |
| EFG Asset Management (North America) Corp. | 5,850 | $924.0K | 0.15% | +421+7.8% | Added |
| Sendero Wealth Management, LLC | 5,822 | $920.0K | 0.15% | 00.0% | Unchanged |
| TD Asset Management Inc | 5,800 | $914.4K | 0.00% | −1,200−17.1% | Reduced |
| Lazard Asset Management LLC | 5,391 | $851.0K | 0.00% | +2,865+113.4% | Added |
| Kestra Advisory Services, LLC | 5,347 | $844.9K | 0.00% | +3,164+144.9% | Added |
| Federated Hermes, Inc. | 5,236 | $827.4K | 0.00% | +776+17.4% | Added |
| Moneta Group Investment Advisors LLC | 5,196 | $821.1K | 0.01% | −231−4.3% | Reduced |
| NBC Securities, Inc. | 5,099 | $805.0K | 0.07% | −673−11.7% | Reduced |
| Isthmus Partners, LLC | 5,080 | $802.7K | 0.10% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,955 | $783.0K | 0.00% | +2,606+110.9% | Added |
| Alpine Woods Capital Investors, LLC | 4,100 | $778.6K | 0.14% | −2,295−35.9% | Reduced |
| Summit Trail Advisors, LLC | 4,907 | $775.4K | 0.02% | −196−3.8% | Reduced |
| Captrust Financial Advisors | 4,902 | $774.6K | 0.00% | −211−4.1% | Reduced |
| Oak Thistle LLC | 4,818 | $761.3K | 0.25% | +4,818 | New |
| Hanlon Investment Management, Inc. | 4,767 | $753.3K | 0.21% | +4,767 | New |
| Bridges Investment Management Inc | 4,758 | $751.9K | 0.01% | +167+3.6% | Added |
| Crossmark Global Holdings, Inc. | 4,688 | $741.0K | 0.01% | +944+25.2% | Added |
| VELA Investment Management, LLC | 4,684 | $740.2K | 0.25% | −6,094−56.5% | Reduced |
| Intrust Bank NA | 4,673 | $738.4K | 0.07% | −16−0.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,557 | $720.0K | 0.15% | −791−14.8% | Reduced |
| Studio Investment Management LLC | 4,544 | $718.0K | 0.15% | −155−3.3% | Reduced |
| Commerce Bank | 4,518 | $713.9K | 0.00% | −109−2.4% | Reduced |
| Mercer Global Advisors Inc | 4,441 | $708.7K | 0.00% | +4,441 | New |
| Clifford Group, LLC | 4,379 | $692.0K | 0.54% | −106−2.4% | Reduced |
| CAPROCK Group, Inc. | 4,378 | $691.9K | 0.03% | −22−0.5% | Reduced |
| State of Wisconsin Investment Board | 4,368 | $690.2K | 0.00% | −113−2.5% | Reduced |
| Bleakley Financial Group, LLC | 4,275 | $675.6K | 0.02% | +194+4.8% | Added |
| First Eagle Investment Management, LLC | 4,247 | $671.1K | 0.00% | +4,247 | New |
| Brookstone Capital Management | 4,241 | $670.2K | 0.01% | −111−2.6% | Reduced |
| Resources Management Corp | 4,236 | $669.0K | 0.09% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,156 | $656.7K | 0.02% | 00.0% | Unchanged |
| Aviva PLC | 4,127 | $652.1K | 0.00% | +4,127 | New |
| Ronald Blue Trust, Inc. | 4,733 | $638.2K | 0.01% | +1,010+27.1% | Added |
| Allspring Global Investments Holdings, LLC | 3,994 | $631.1K | 0.00% | −2,633−39.7% | Reduced |
| Equitable Trust Co | 3,892 | $615.0K | 0.04% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,884 | $613.8K | 0.20% | +423+12.2% | Added |
| Yorktown Management & Research Co Inc | 3,850 | $608.4K | 0.62% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 3,832 | $605.6K | 0.01% | +717+23.0% | Added |
| Aster Capital Management (DIFC) Ltd | 3,822 | $604.0K | 0.13% | +3,822 | New |
| Private Advisor Group, LLC | 3,730 | $589.4K | 0.00% | +668+21.8% | Added |
| M&T Bank Corp | 3,679 | $581.4K | 0.00% | +25+0.7% | Added |
| Dynasty Wealth Management, LLC | 3,653 | $577.2K | 0.02% | −199−5.2% | Reduced |
| Glenmede Trust Co NA | 3,618 | $571.7K | 0.00% | +419+13.1% | Added |
| Creative Planning | 3,564 | $563.2K | 0.00% | −50−1.4% | Reduced |
| State of Wyoming | 3,333 | $526.7K | 0.08% | +986+42.0% | Added |
| Clearstead Advisors, LLC | 3,325 | $525.4K | 0.01% | +46+1.4% | Added |
| Hantz Financial Services, Inc. | 3,234 | $511.0K | 0.01% | −24−0.7% | Reduced |
| Polymer Capital Management (HK) LTD | 3,200 | $505.7K | 0.12% | +3,200 | New |
| Kestra Private Wealth Services, LLC | 3,178 | $502.2K | 0.01% | +3,178 | New |
| Wealth Alliance | 3,127 | $494.2K | 0.06% | +62+2.0% | Added |
| Jones Financial Companies LLLP | 3,117 | $491.5K | 0.00% | +803+34.7% | Added |
| First Bank & Trust | 3,105 | $490.7K | 0.09% | 00.0% | Unchanged |
| Entropy Technologies, LP | 3,100 | $489.9K | 0.05% | +1,508+94.7% | Added |
| Snowden Capital Advisors LLC | 2,973 | $469.8K | 0.01% | +2,973 | New |
| Maryland State Retirement & Pension System | 2,938 | $464.3K | 0.01% | −990−25.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,920 | $461.4K | 0.01% | −1,709−36.9% | Reduced |
| 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 |
| Koshinski Asset Management, Inc. | 2,708 | $427.9K | 0.04% | +2,708 | New |
| Custom Index Systems, LLC | 2,602 | $411.2K | 0.22% | +2,602 | New |
| Centiva Capital, LP | 2,582 | $408.0K | 0.02% | +2,582 | New |
| PDT Partners, LLC | 2,522 | $398.5K | 0.04% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,468 | $391.9K | 0.19% | −25−1.0% | Reduced |
| Portside Wealth Group, LLC | 2,456 | $388.1K | 0.07% | +232+10.4% | Added |
| Trajan Wealth LLC | 2,397 | $378.8K | 0.02% | +231+10.7% | Added |
| Vident Advisory, LLC | 2,387 | $377.3K | 0.01% | +79+3.4% | Added |
| Marshall Wace, LLP | 2,337 | $369.3K | 0.00% | +2,337 | New |
| Pzena Investment Management LLC | 2,329 | $368.0K | 0.00% | −1,134−32.7% | Reduced |
| Voya Financial Advisors, Inc. | 2,330 | $367.3K | 0.04% | +449+23.9% | Added |
| ProShare Advisors LLC | 2,315 | $365.8K | 0.00% | −154−6.2% | Reduced |
| Cerity Partners LLC | 2,300 | $363.5K | 0.00% | +397+20.9% | Added |
| Cynosure Management, LLC | 2,263 | $357.6K | 0.05% | −618−21.5% | Reduced |
| Berry Wealth Group, LP | 2,209 | $349.1K | 0.25% | +169+8.3% | Added |
| ISAM Funds (UK) Ltd | 2,195 | $346.9K | 0.20% | +2,195 | New |
| Proequities, Inc. | 2,171 | $343.1K | 0.02% | +320+17.3% | Added |
| Advisory Services Network, LLC | 2,501 | $337.3K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,098 | $332.0K | 0.24% | +2,098 | New |
| OneAscent Wealth Management LLC | 2,086 | $330.0K | 0.13% | +2,086 | New |
| USA Financial Portformulas Corp | 2,082 | $329.0K | 0.05% | +2,082 | New |
| Net Worth Advisory Group | 2,056 | $324.8K | 0.10% | +2,056 | New |
| Shelton Capital Management | 2,055 | $324.7K | 0.01% | −68−3.2% | Reduced |
| Jefferies Financial Group Inc. | 2,043 | $322.8K | 0.01% | +2,043 | New |
| Inceptionr LLC | 2,018 | $318.9K | 0.08% | +2,018 | New |