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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 1,968 | $311.0K | 0.00% | −7,086−78.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,960 | $309.7K | 0.01% | −10−0.5% | Reduced |
| XTX Topco Ltd | 1,949 | $308.0K | 0.02% | −3,144−61.7% | Reduced |
| Stephenson National Bank & Trust | 1,929 | $304.8K | 0.10% | −68−3.4% | Reduced |
| Bessemer Group Inc | 1,920 | $303.0K | 0.00% | +1,102+134.7% | Added |
| Two Sigma Investments, LP | 1,909 | $301.7K | 0.00% | +425+28.6% | Added |
| Sterling Capital Management LLC | 1,866 | $294.9K | 0.00% | +1,866 | New |
| Commonwealth Equity Services, LLC | 1,822 | $288.0K | 0.00% | −69−3.6% | Reduced |
| HighPoint Advisor Group LLC | 1,605 | $275.0K | 0.02% | +16+1.0% | Added |
| SFMG, LLC | 1,709 | $270.1K | 0.02% | +1+0.1% | Added |
| FourThought Financial Partners, LLC | 1,706 | $269.7K | 0.03% | −6,910−80.2% | Reduced |
| Rehmann Capital Advisory Group | 1,689 | $268.4K | 0.02% | −25−1.5% | Reduced |
| IHT Wealth Management, LLC | 1,688 | $268.1K | 0.01% | +1,688 | New |
| Hamilton Capital Partners Inc. | 1,662 | $262.6K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,644 | $259.8K | 0.00% | +116+7.6% | Added |
| RSM US Wealth Management LLC | 1,611 | $257.0K | 0.00% | +1,611 | New |
| Axxcess Wealth Management, LLC | 1,608 | $254.1K | 0.01% | +1,608 | New |
| Argent Trust Co | 1,580 | $249.7K | 0.01% | −26−1.6% | Reduced |
| Norden Group LLC | 1,571 | $248.2K | 0.03% | +1,571 | New |
| Benjamin Edwards Inc | 1,548 | $244.6K | 0.00% | +1,539+17,100.0% | Added |
| Fifth Third Wealth Advisors LLC | 1,542 | $243.7K | 0.01% | +13+0.9% | Added |
| CIBC Asset Management Inc | 1,540 | $243.4K | 0.00% | +50+3.4% | Added |
| Profund Advisors LLC | 1,531 | $241.9K | 0.01% | +12+0.8% | Added |
| Atria Wealth Solutions, Inc. | 1,530 | $241.7K | 0.00% | +1,530 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,484 | $236.8K | 0.13% | +1,484 | New |
| Thoroughbred Financial Services, LLC | 1,495 | $236.0K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,487 | $235.0K | 0.03% | −425−22.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,482 | $234.2K | 0.01% | +1,482 | New |
| Steward Partners Investment Advisory, LLC | 1,481 | $234.0K | 0.00% | +1,309+761.0% | Added |
| Boothbay Fund Management, LLC | 1,475 | $233.1K | 0.01% | +1,475 | New |
| David Loasby | 1,462 | $232.8K | 0.02% | +1,462 | New |
| Diametric Capital, LP | 1,450 | $229.1K | 0.11% | +1,450 | New |
| SG Americas Securities, LLC | 1,448 | $229.0K | 0.00% | −12,228−89.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,444 | $228.1K | 0.01% | −166−10.3% | Reduced |
| Huntington National Bank | 1,435 | $226.8K | 0.00% | −103−6.7% | Reduced |
| GAMMA Investing LLC | 1,423 | $224.9K | 0.02% | +381+36.6% | Added |
| Ritholtz Wealth Management | 1,419 | $224.2K | 0.01% | +1,419 | New |
| Ci Investments Inc. | 1,415 | $224.0K | 0.00% | +133+10.4% | Added |
| Scissortail Wealth Management, LLC | 8 | $222.2K | 0.05% | +8 | New |
| Okabena Investment Services Inc | 1,382 | $218.4K | 0.06% | +1,382 | New |
| Values First Advisors, Inc. | 1,327 | $209.7K | 0.11% | −1,165−46.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,321 | $208.7K | 0.00% | −2,274−63.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,319 | $208.4K | 0.01% | +1,319 | New |
| TrueMark Investments, LLC | 1,286 | $203.2K | 0.07% | +1,286 | New |
| KBC Group NV | 1,286 | $203.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,282 | $202.0K | 0.06% | +34+2.7% | Added |
| Nisa Investment Advisors, LLC | 1,237 | $195.5K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,200 | $189.6K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,140 | $180.1K | 0.02% | +1,053+1,210.3% | Added |
| Smartleaf Asset Management LLC | 1,078 | $170.0K | 0.02% | +83+8.3% | Added |
| Principal Securities, Inc. | 1,003 | $158.5K | 0.00% | +114+12.8% | Added |
| IFP Advisors, Inc | 969 | $153.1K | 0.01% | +969 | New |
| AdvisorNet Financial, Inc | 861 | $136.1K | 0.01% | +861 | New |
| Umb Bank N A | 857 | $135.4K | 0.00% | +96+12.6% | Added |
| Northwestern Mutual Wealth Management Co | 817 | $129.1K | 0.00% | −62−7.1% | Reduced |
| Farther Finance Advisors, LLC | 816 | $128.9K | 0.00% | +30+3.8% | Added |
| Global Retirement Partners, LLC | 784 | $123.9K | 0.00% | −218−21.8% | Reduced |
| Planned Solutions, Inc. | 722 | $114.1K | 0.05% | +722 | New |
| Allworth Financial LP | 704 | $111.2K | 0.00% | +7+1.0% | Added |
| Parallel Advisors, LLC | 671 | $106.0K | 0.00% | +121+22.0% | Added |
| Covestor Ltd | 617 | $98.0K | 0.06% | −220−26.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 591 | $93.0K | 0.00% | −155−20.8% | Reduced |
| Quest Partners LLC | 580 | $91.7K | 0.01% | +580 | New |
| Park Place Capital Corp | 507 | $80.1K | 0.02% | −3−0.6% | Reduced |
| Pingora Partners LLC | 500 | $79.0K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 483 | $76.3K | 0.02% | +483 | New |
| Anchor Investment Management, LLC | 481 | $76.0K | 0.01% | +31+6.9% | Added |
| Golden State Equity Partners | 481 | $76.0K | 0.01% | +481 | New |
| Mather Group, LLC. | 468 | $74.0K | 0.00% | −138−22.8% | Reduced |
| Headlands Technologies LLC | 464 | $73.3K | 0.01% | +464 | New |
| First Horizon Advisors, Inc. | 441 | $69.7K | 0.00% | +198+81.5% | Added |
| Harvest Fund Management Co., Ltd | 381 | $60.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 350 | $55.3K | 0.03% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 345 | $54.5K | 0.00% | −87,238−99.6% | Reduced |
| Signaturefd, LLC | 325 | $51.4K | 0.00% | +26+8.7% | Added |
| TD Private Client Wealth LLC | 305 | $48.2K | 0.00% | +43+16.4% | Added |
| CBIZ Investment Advisory Services, LLC | 242 | $38.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 241 | $38.1K | 0.03% | +241 | New |
| Quadrant Capital Group LLC | 226 | $35.7K | 0.00% | +37+19.6% | Added |
| Parkside Financial Bank & Trust | 219 | $34.6K | 0.00% | +44+25.1% | Added |
| Bartlett & Co. Wealth Management LLC | 217 | $34.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 194 | $30.7K | 0.01% | +97+100.0% | Added |
| Alpine Bank Wealth Management | 182 | $28.8K | 0.00% | +182 | New |
| Eagle Bay Advisors LLC | 179 | $28.2K | 0.01% | −46−20.4% | Reduced |
| Nomura Asset Management Co Ltd | 170 | $26.9K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 169 | $26.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 153 | $24.2K | 0.01% | +1+0.7% | Added |
| Amundi | 135 | $22.1K | 0.00% | −6,603−98.0% | Reduced |
| Lindbrook Capital, LLC | 138 | $21.8K | 0.00% | +3+2.2% | Added |
| Brown Brothers Harriman & Co | 138 | $21.8K | 0.00% | +138 | New |
| FWL Investment Management, LLC | 138 | $21.8K | 0.01% | +138 | New |
| Painted Porch Advisors LLC | 125 | $19.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 105 | $16.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 104 | $16.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $15.8K | 0.00% | +100 | New |
| Fortitude Family Office, LLC | 99 | $15.6K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 96 | $15.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 95 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 94 | $14.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 87 | $13.7K | 0.00% | −17−16.3% | Reduced |