Skip to main content

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.

Institutional holdersQ3 2024: 452 institutions
Q1 2021: 276 institutionsQ2 2021: 302 institutionsQ3 2021: 308 institutionsQ4 2021: 344 institutionsQ1 2022: 343 institutionsQ2 2022: 324 institutionsQ3 2022: 323 institutionsQ4 2022: 335 institutionsQ1 2023: 330 institutionsQ2 2023: 331 institutionsQ3 2023: 338 institutionsQ4 2023: 393 institutionsQ1 2024: 399 institutionsQ2 2024: 416 institutionsQ3 2024: 452 institutionsQ4 2024: 506 institutionsQ1 2025: 525 institutionsQ2 2025: 549 institutionsQ3 2025: 553 institutionsQ4 2025: 579 institutionsQ1 2026: 547 institutionsQ2 2026: 520 institutions
Value heldQ3 2024: $8.36B
Q1 2021: $3.47BQ2 2021: $4.31BQ3 2021: $4.78BQ4 2021: $5.21BQ1 2022: $4.42BQ2 2022: $3.86BQ3 2022: $3.71BQ4 2022: $4.35BQ1 2023: $4.40BQ2 2023: $4.92BQ3 2023: $5.39BQ4 2023: $6.45BQ1 2024: $6.81BQ2 2024: $7.19BQ3 2024: $8.36BQ4 2024: $9.29BQ1 2025: $8.60BQ2 2025: $9.93BQ3 2025: $10.9BQ4 2025: $9.30BQ1 2026: $7.72BQ2 2026: $7.40B
Institutions holding HLI and their total value by quarter
QuarterHoldersValue
Q2 2026520$7.40B
Q1 2026547$7.72B
Q4 2025579$9.30B
Q3 2025553$10.9B
Q2 2025549$9.93B
Q1 2025525$8.60B
Q4 2024506$9.29B
Q3 2024452$8.36B
Q2 2024416$7.19B
Q1 2024399$6.81B
Q4 2023393$6.45B
Q3 2023338$5.39B
Q2 2023331$4.92B
Q1 2023330$4.40B
Q4 2022335$4.35B
Q3 2022323$3.71B
Q2 2022324$3.86B
Q1 2022343$4.42B
Q4 2021344$5.21B
Q3 2021308$4.78B
Q2 2021302$4.31B
Q1 2021276$3.47B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q2 2024.

Institutions holding HLI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.78$12.3K0.00%−113−59.2%Reduced
Ashton Thomas Securities, LLC76$12.0K0.00%+76New
Cornerstone Planning Group LLC70$11.7K0.00%−26−27.1%Reduced
Financial Network Wealth Advisors LLC72$11.4K0.01%+3+4.3%Added
Key Financial Inc67$10.6K0.00%00.0%Unchanged
Bogart Wealth, LLC61$9.64K0.00%00.0%Unchanged
First Financial Corp60$9.48K0.00%00.0%Unchanged
Bryn Mawr Trust Co60$9.48K0.00%+60New
Arlington Trust Co LLC56$8.85K0.00%00.0%Unchanged
Washington Trust Co55$8.68K0.00%+3+5.8%Added
Johnson Financial Group, Inc.53$8.38K0.00%+41+341.7%Added
Venturi Wealth Management, LLC52$8.22K0.00%−856−94.3%Reduced
Harbor Investment Advisory, LLC50$7.90K0.00%00.0%Unchanged
Larson Financial Group LLC49$7.74K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc48$7.58K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group42$6.64K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC41$6.48K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.40$6.32K0.00%−5−11.1%Reduced
JFS Wealth Advisors, LLC39$6.16K0.00%+1+2.6%Added
CoreCap Advisors, LLC34$5.37K0.00%+34New
Westside Investment Management, Inc.32$4.72K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.29$4.58K0.00%−29−50.0%Reduced
Frazier Financial Advisors, LLC29$4.58K0.00%−4−12.1%Reduced
Sunbelt Securities, Inc.29$4.58K0.00%00.0%Unchanged
Naples Money Management LLC28$4.42K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC26$4.11K0.00%00.0%Unchanged
Hemington Wealth Management25$4.00K0.00%+25New
Quent Capital, LLC25$3.95K0.00%−13−34.2%Reduced
First Pacific Financial24$3.79K0.00%00.0%Unchanged
Bellevue Asset Management, LLC24$3.79K0.00%00.0%Unchanged
Private Wealth Management Group, LLC21$3.32K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC21$3.31K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc19$3.00K0.00%00.0%Unchanged
Tucker Asset Management LLC18$2.84K0.00%−3−14.3%Reduced
GeoWealth Management, LLC18$2.84K0.00%+18New
Continuum Advisory, LLC15$2.76K0.00%+15New
Massmutual Trust Co FSB16$2.53K0.00%+14+700.0%Added
Beacon Capital Management, LLC15$2.37K0.00%+15New
Salem Investment Counselors Inc14$2.21K0.00%00.0%Unchanged
Hollencrest Capital Management14$2.21K0.00%00.0%Unchanged
SJS Investment Consulting Inc.12$1.90K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.12$1.90K0.00%00.0%Unchanged
Hexagon Capital Partners LLC9$1.42K0.00%+9New
Caldwell Sutter Capital, Inc.6$9480.00%00.0%Unchanged
Claris Advisors, LLC4$6320.00%+4New
Capital Performance Advisors LLP4$6320.00%+4New
Sachetta, LLC3$4750.00%00.0%Unchanged
Bokf, NA2$3180.00%00.0%Unchanged
First Personal Financial Services2$3170.00%+2New
TFC Financial Management1$1590.00%00.0%Unchanged
Rothschild Investment LLC1$1580.00%+1New
Financial Management Professionals, Inc.2$00.00%00.0%Unchanged
Susquehanna Portfolio Strategies, LLC0$00.00%−95,586−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−76,543−100.0%Sold out
Emerald Mutual Fund Advisers Trust0$00.00%−70,368−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−16,803−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−11,412−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−4,639−100.0%Sold out
Pearl River Capital, LLC0$00.00%−4,478−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−4,200−100.0%Sold out
Axq Capital, LP0$00.00%−4,099−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−4,026−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−2,544−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−2,222−100.0%Sold out
Teza Capital Management LLC0$00.00%−2,169−100.0%Sold out
Summit Financial, LLC0$00.00%−1,994−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,962−100.0%Sold out
Keybank National Association0$00.00%−1,921−100.0%Sold out
Camden Capital, LLC0$00.00%−1,705−100.0%Sold out
FORA Capital, LLC0$00.00%−1,699−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−1,672−100.0%Sold out
Corton Capital Inc.0$00.00%−1,521−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−1,514−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−1,400−100.0%Sold out
Walleye Capital LLC0$00.00%−470−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−281−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−233−100.0%Sold out
Crewe Advisors LLC0$00.00%−226−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−191−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−134−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−90−100.0%Sold out
Innealta Capital, LLC0$00.00%−62−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−30−100.0%Sold out
Koesten, Hirschmann & Crabtree, INC.0$00.00%−18−100.0%Sold out
Simplex Trading, LLC0$00.00%−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