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, Q4 2024
Institutional positions in Houlihan Lokey, Inc. as of Dec 31, 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
- 506
- +61 vs. Q3 2024
- Shares held
- 53.5M
- +1.60M (+3.1%) vs. Q3 2024
- Total value
- $9.29B
- +$1.09B (+13.3%) vs. Q3 2024
- New holders
- 102
- 175 more added
- Sold out
- 41
- 165 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,366,533 | $932.0M | 0.02% | +264,617+5.2% | Added |
| Vanguard Group Inc | 5,265,574 | $914.4M | 0.02% | +98,495+1.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,281,294 | $569.8M | 1.31% | +208,851+6.8% | Added |
| Earnest Partners LLC | 2,967,559 | $515.3M | 2.30% | −263,680−8.2% | Reduced |
| FMR LLC | 1,875,220 | $325.7M | 0.02% | +161,647+9.4% | Added |
| State Street Corp | 1,696,796 | $294.7M | 0.01% | +81,329+5.0% | Added |
| Wellington Management Group LLP | 1,499,679 | $260.4M | 0.05% | −350,961−19.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,297,915 | $225.4M | 0.14% | −121,993−8.6% | Reduced |
| Burgundy Asset Management Ltd. | 1,251,831 | $217.4M | 2.20% | +20,354+1.7% | Added |
| Fiduciary Management Inc | 1,209,230 | $210.0M | 1.96% | −4,486−0.4% | Reduced |
| Bamco Inc | 1,144,179 | $198.7M | 0.51% | −5000.0% | Reduced |
| Bank of America Corp | 1,079,474 | $187.5M | 0.02% | −127,602−10.6% | Reduced |
| Invesco Ltd. | 1,041,201 | $180.8M | 0.03% | +573,745+122.7% | Added |
| Geode Capital Management, LLC | 966,476 | $167.9M | 0.01% | −4,083−0.4% | Reduced |
| Neuberger Berman Group LLC | 940,930 | $163.4M | 0.13% | +14,397+1.6% | Added |
| Raymond James Financial Inc | 826,666 | $143.6M | 0.05% | +826,666 | New |
| Capital International Investors | 793,292 | $137.8M | 0.03% | +3010.0% | Added |
| Ameriprise Financial Inc | 772,789 | $134.2M | 0.03% | +73,566+10.5% | Added |
| SEI Investments Co | 736,718 | $127.9M | 0.16% | −19,027−2.5% | Reduced |
| Norges Bank | 656,723 | $114.0M | 0.01% | +1,497+0.2% | Added |
| Thrivent Financial for Lutherans | 648,736 | $112.7M | 0.22% | −62,868−8.8% | Reduced |
| Clearbridge Investments, LLC | 635,360 | $110.3M | 0.09% | −205,022−24.4% | Reduced |
| Northern Trust Corp | 620,324 | $107.7M | 0.02% | +19,406+3.2% | Added |
| Charles Schwab Investment Management Inc | 602,956 | $104.7M | 0.02% | +1,931+0.3% | Added |
| Morgan Stanley | 562,423 | $97.7M | 0.01% | +36,665+7.0% | Added |
| Dimensional Fund Advisors LP | 549,066 | $95.4M | 0.02% | −31,168−5.4% | Reduced |
| Alliancebernstein L.P. | 533,340 | $92.6M | 0.03% | −34,236−6.0% | Reduced |
| Envestnet Asset Management Inc | 519,423 | $90.2M | 0.03% | −13,659−2.6% | Reduced |
| Bank of New York Mellon Corp | 486,964 | $84.6M | 0.02% | +4,896+1.0% | Added |
| First Trust Advisors LP | 464,099 | $80.6M | 0.07% | +68,753+17.4% | Added |
| Wells Fargo & Company | 443,035 | $76.9M | 0.02% | −1,699−0.4% | Reduced |
| GW&K Investment Management, LLC | 426,127 | $74.0M | 0.63% | −16,873−3.8% | Reduced |
| Van Berkom & Associates Inc. | 405,622 | $70.4M | 2.09% | −206,041−33.7% | Reduced |
| Goldman Sachs Group Inc | 393,190 | $68.3M | 0.01% | +465+0.1% | Added |
| Natixis Advisors, L.P. | 391,054 | $67.9M | 0.13% | −8,334−2.1% | Reduced |
| Prudential Financial Inc | 347,469 | $60.3M | 0.08% | +305,685+731.6% | Added |
| Jennison Associates LLC | 307,304 | $53.4M | 0.03% | +237,615+341.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 294,145 | $51.1M | 2.54% | −3,812−1.3% | Reduced |
| Ancora Advisors, LLC | 283,771 | $49.3M | 1.10% | −3,748−1.3% | Reduced |
| Nordea Investment Management AB | 277,008 | $48.3M | 0.05% | −144,212−34.2% | Reduced |
| Fiera Capital Corp | 277,467 | $48.2M | 0.15% | −6,235−2.2% | Reduced |
| Franklin Resources Inc | 270,211 | $46.9M | 0.01% | −3,490−1.3% | Reduced |
| Citadel Advisors LLC | 248,297 | $43.1M | 0.04% | −15,210−5.8% | Reduced |
| HighTower Advisors, LLC | 244,557 | $42.5M | 0.06% | −13,353−5.2% | Reduced |
| Argent Capital Management LLC | 242,451 | $42.1M | 1.19% | +1,638+0.7% | Added |
| UBS Group AG | 238,966 | $41.5M | 0.01% | +53,589+28.9% | Added |
| Barlow Wealth Partners, Inc. | 201,650 | $35.4M | 4.47% | +21,305+11.8% | Added |
| Public Employees Retirement Association of Colorado | 193,246 | $33.6M | 0.13% | 00.0% | Unchanged |
| Brown Advisory Inc | 192,196 | $33.4M | 0.04% | −13,281−6.5% | Reduced |
| UBS Asset Management Americas Inc | 179,167 | $31.1M | 0.01% | +13,384+8.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 178,136 | $30.9M | 0.10% | −115,845−39.4% | Reduced |
| Eventide Asset Management, LLC | 177,234 | $30.8M | 0.56% | +8,324+4.9% | Added |
| New York State Common Retirement Fund | 174,352 | $30.3M | 0.04% | −9,624−5.2% | Reduced |
| Flputnam Investment Management Co | 169,881 | $29.5M | 0.54% | +5,651+3.4% | Added |
| Rhumbline Advisers | 166,038 | $28.8M | 0.03% | +2,559+1.6% | Added |
| Macquarie Group Ltd | 161,305 | $28.0M | 0.03% | −24,261−13.1% | Reduced |
| JPMorgan Chase & Co | 131,096 | $22.8M | 0.00% | +9,914+8.2% | Added |
| FIL Ltd | 129,116 | $22.4M | 0.02% | −27,975−17.8% | Reduced |
| Balyasny Asset Management LLC | 127,782 | $22.2M | 0.05% | +127,782 | New |
| Nuveen Asset Management, LLC | 126,106 | $21.9M | 0.01% | −3,761−2.9% | Reduced |
| Assenagon Asset Management S.A. | 124,456 | $21.6M | 0.04% | +124,456 | New |
| GHP Investment Advisors, Inc. | 123,843 | $21.5M | 1.00% | −4,547−3.5% | Reduced |
| Principal Financial Group Inc | 122,906 | $21.3M | 0.01% | −189−0.2% | Reduced |
| Point72 Asset Management, L.P. | 120,369 | $20.9M | 0.06% | +120,369 | New |
| Alps Advisors Inc | 119,983 | $20.8M | 0.13% | +18,047+17.7% | Added |
| Schroder Investment Management Group | 115,535 | $20.1M | 0.02% | −2,309−2.0% | Reduced |
| Legal & General Group Plc | 104,961 | $18.2M | 0.00% | +688+0.7% | Added |
| Swiss National Bank | 104,936 | $18.2M | 0.01% | +2,400+2.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 100,515 | $17.6M | 0.05% | +13,022+14.9% | Added |
| Royce & Associates LP | 99,168 | $17.2M | 0.16% | −23,288−19.0% | Reduced |
| Janney Montgomery Scott LLC | 95,298 | $16.6M | 0.05% | +90,343+1,823.3% | Added |
| Montanaro Asset Management Ltd | 95,000 | $16.5M | 3.41% | −56,000−37.1% | Reduced |
| Stifel Financial Corp | 94,173 | $16.4M | 0.02% | +4,385+4.9% | Added |
| California Public Employees Retirement System | 92,519 | $16.1M | 0.01% | −1,788−1.9% | Reduced |
| Qube Research & Technologies Ltd | 89,698 | $15.6M | 0.03% | +32,845+57.8% | Added |
| BNP Paribas Arbitrage, SA | 86,597 | $15.0M | 0.01% | +2,611+3.1% | Added |
| LPL Financial LLC | 84,159 | $14.6M | 0.01% | +28,398+50.9% | Added |
| Russell Investments Group, Ltd. | 78,702 | $13.7M | 0.02% | −513−0.6% | Reduced |
| Rheos Capital Works Inc. | 73,400 | $12.7M | 0.71% | +10,000+15.8% | Added |
| Segall Bryant & Hamill, LLC | 69,907 | $12.1M | 0.17% | −23,334−25.0% | Reduced |
| Whittier Trust Co | 66,610 | $11.6M | 0.15% | +2,614+4.1% | Added |
| Retirement Systems of Alabama | 65,156 | $11.3M | 0.04% | +628+1.0% | Added |
| Mutual of America Capital Management LLC | 62,264 | $10.8M | 0.12% | −1,159−1.8% | Reduced |
| Victory Capital Management Inc | 62,234 | $10.8M | 0.01% | −9,035−12.7% | Reduced |
| StonePine Asset Management Inc. | 60,995 | $10.6M | 0.10% | −14,200−18.9% | Reduced |
| Corebridge Financial, Inc. | 60,682 | $10.5M | 0.06% | −2,186−3.5% | Reduced |
| STRS Ohio | 60,613 | $10.5M | 0.04% | −2,759−4.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 58,910 | $10.2M | 2.77% | −6,823−10.4% | Reduced |
| Barclays PLC | 58,422 | $10.1M | 0.01% | +21,601+58.7% | Added |
| Teacher Retirement System of Texas | 57,528 | $9.99M | 0.04% | +13,026+29.3% | Added |
| California State Teachers Retirement System | 52,656 | $9.14M | 0.01% | +2,947+5.9% | Added |
| Fenimore Asset Management Inc | 50,074 | $8.70M | 0.18% | 00.0% | Unchanged |
| Van Eck Associates Corp | 46,857 | $8.14M | 0.01% | +14,141+43.2% | Added |
| Aptus Capital Advisors, LLC | 46,058 | $8.00M | 0.10% | +8,335+22.1% | Added |
| Man Group plc | 45,474 | $7.90M | 0.02% | +6,644+17.1% | Added |
| Great West Life Assurance Co | 45,385 | $7.87M | 0.01% | +3,621+8.7% | Added |
| Bearing Point Capital, LLC | 44,156 | $7.67M | 1.60% | +44,156 | New |
| Manufacturers Life Insurance Company, The | 43,530 | $7.56M | 0.01% | −486−1.1% | Reduced |
| Royal Bank of Canada | 43,331 | $7.52M | 0.00% | −1,572−3.5% | Reduced |
| Chase Investment Counsel Corp | 39,030 | $6.78M | 2.18% | −803−2.0% | Reduced |