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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.

Q4 2024 vs. Q3 2024

How the institutions holding Houlihan Lokey, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of HLI: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders4527506+61
Shares52.7M866.2K53.5M+1.60M (+3.1%)
Value$8.36B$156.1M$9.29B+$1.09B (+13.3%)

7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (102)

Institutions that held Houlihan Lokey, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 102 by value.

Institutions new to HLI in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc826,666$143.6M0.05%
Balyasny Asset Management LLC127,782$22.2M0.05%
Assenagon Asset Management S.A.124,456$21.6M0.04%
Point72 Asset Management, L.P.120,369$20.9M0.06%
Bearing Point Capital, LLC44,156$7.67M1.60%
Gunderson Capital Management Inc.29,556$5.13M2.52%
Police & Firemen's Retirement System of New Jersey18,992$3.30M0.03%
Prana Capital Management, LP18,977$3.30M0.16%
Jacobs Levy Equity Management, Inc18,890$3.28M0.01%
Voloridge Investment Management, LLC17,800$3.09M0.01%
Capital Fund Management S.A.17,284$3.00M0.03%
Magnetar Financial LLC17,007$2.95M0.07%
KLP Kapitalforvaltning AS12,600$2.19M0.01%
New Age Alpha Advisors, LLC11,791$2.05M0.08%
Aquatic Capital Management LLC11,681$2.03M0.05%
Verition Fund Management LLC9,790$1.70M0.01%
Stegent Equity Advisors, Inc.9,764$1.70M1.72%
Union Bancaire Privee, UBP SA9,506$1.66M0.03%
Campbell & CO Investment Adviser LLC7,459$1.30M0.10%
Nomura Holdings Inc7,110$1.23M0.01%
Evoke Wealth, LLC6,603$1.15M0.03%
Lecap Asset Management Ltd6,193$1.08M0.29%
Jump Financial, LLC6,122$1.06M0.02%
Williamson Legacy Group, LLC5,523$959.1K0.64%
Marshall Financial Group LLC5,199$902.9K0.22%
Omers Administration Corp5,000$868.3K0.01%
Ethic Inc.4,786$831.2K0.02%
Bridgefront Capital, LLC4,714$818.6K0.28%
Versor Investments LP4,671$811.2K0.14%
Los Angeles Capital Management LLC4,185$726.8K0.00%
Novem Group3,999$694.5K0.10%
FORA Capital, LLC3,525$612.2K0.07%
Guggenheim Capital LLC3,423$594.4K0.00%
Engineers Gate Manager LP3,311$575.0K0.01%
Pinebridge Investments, L.P.3,265$567.0K0.00%
Baird Financial Group, Inc.3,143$545.8K0.00%
Aigen Investment Management, LP2,983$518.0K0.09%
Bryce Point Capital, LLC2,760$479.3K0.14%
National Asset Management, Inc.2,645$459.4K0.02%
Outlook Wealth Advisors, LLC2,550$442.8K0.13%
Bayforest Capital Ltd2,528$439.0K0.55%
Walleye Trading LLC2,410$418.5K0.01%
Financial Advocates Investment Management2,381$413.5K0.02%
Wealthcare Capital Partners, LLC2,294$398.3K0.21%
Virtu Financial LLC2,139$371.0K0.02%
Cubist Systematic Strategies, LLC2,035$353.4K0.01%
Vista Finance, LLC2,002$347.7K0.36%
J2 Capital Management Inc1,929$335.0K0.31%
Axq Capital, LP1,927$334.6K0.15%
Dark Forest Capital Management LP1,875$325.6K0.05%
Petrus Trust Company, LTA1,833$318.3K0.03%
Anb Bank1,726$299.7K0.13%
Fedenia Advisers LLC1,671$290.2K0.17%
R Squared Ltd1,617$280.8K0.27%
Serenus Wealth Advisors, LLC1,610$279.6K0.05%
Cambridge Investment Research Advisors, Inc.1,577$274.0K0.00%
Wolverine Trading, LLC1,552$269.6K0.01%
Nebula Research & Development LLC1,456$252.8K0.03%
Quantinno Capital Management LP1,453$252.4K0.00%
Callan Family Office, LLC1,413$245.4K0.02%
TrinityPoint Wealth, LLC1,411$245.0K0.03%
PFW Advisors LLC1,402$243.5K0.07%
Strategy Asset Managers LLC1,305$226.7K0.04%
Rafferty Asset Management, LLC1,224$212.6K0.00%
Sherbrooke Park Advisers LLC1,205$209.3K0.07%
Longboard Asset Management, LP1,198$208.0K0.55%
Steel Peak Wealth Management LLC1,190$206.7K0.01%
Meeder Advisory Services, Inc.1,176$204.2K0.01%
Johnson Investment Counsel Inc1,176$204.2K0.00%
Sequoia Financial Advisors, LLC1,161$201.6K0.00%
Point72 (DIFC) Ltd1,088$189.0K0.02%
Kapitalo Investimentos Ltda604$104.9K0.07%
Simplex Trading, LLC375$65.0K0.00%
VisionPoint Advisory Group, LLC363$62.3K0.02%
Golden State Wealth Management, LLC305$53.0K0.01%
Clark Wealth Partners275$47.8K0.04%
UMA Financial Services, Inc.200$34.7K0.01%
Financial Life Planners191$33.2K0.03%
Private Trust Co NA169$29.3K0.00%
Ameriflex Group, Inc.132$24.0K0.01%
TCTC Holdings, LLC114$19.8K0.00%
Van Hulzen Asset Management, LLC107$18.6K0.00%
MAI Capital Management100$17.4K0.00%
Clear Street Markets LLC100$17.4K0.01%
SBI Securities Co., Ltd.73$12.7K0.00%
CIBC Private Wealth Group, LLC69$12.0K0.00%
Cullen/Frost Bankers, Inc.44$7.67K0.00%
Retirement Wealth Solutions LLC42$7.02K0.01%
TD Capital Management LLC35$6.10K0.00%
MPWM Advisory Solutions, LLC35$6.08K0.00%
Whipplewood Advisors, LLC32$5.56K0.00%
North Star Investment Management Corp.29$5.05K0.00%
Kestra Investment Management, LLC27$4.72K0.00%
Creative Financial Designs Inc18$3.13K0.00%
Horizon Investments, LLC11$1.91K0.00%
Caitong International Asset Management Co., Ltd7$1.22K0.00%
WealthTrak Capital Management LLC5$8690.00%
Old Second National Bank of Aurora4$6950.00%
WPG Advisers, LLC4$6950.00%
NewSquare Capital LLC2$3470.00%

Sold out (41)

Institutions that held Houlihan Lokey, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of HLI in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Millennium Management LLC160,499$25.4M
Lord, Abbett & Co. LLC153,000$24.2M
Azora Capital LP83,722$13.2M
Woodson Capital Management, LP38,600$6.10M
Wealth High Governance Capital Ltda20,000$3.16M
Monashee Investment Management LLC15,000$2.37M
Seven Eight Capital, LP5,974$944.0K
EFG Asset Management (North America) Corp.5,850$924.0K
Summit Trail Advisors, LLC4,907$775.4K
Oak Thistle LLC4,818$761.3K
Allspring Global Investments Holdings, LLC3,994$631.1K
Polymer Capital Management (HK) LTD3,200$505.7K
nVerses Capital, LLC2,800$442.5K
Koshinski Asset Management, Inc.2,708$427.9K
Marshall Wace, LLP2,337$369.3K
Pzena Investment Management LLC2,329$368.0K
ISAM Funds (UK) Ltd2,195$346.9K
USA Financial Portformulas Corp2,082$329.0K
Inceptionr LLC2,018$318.9K
XTX Topco Ltd1,949$308.0K
IHT Wealth Management, LLC1,688$268.1K
Boothbay Fund Management, LLC1,475$233.1K
Diametric Capital, LP1,450$229.1K
Schonfeld Strategic Advisors LLC1,321$208.7K
TrueMark Investments, LLC1,286$203.2K
Paradigm Asset Management Co LLC1,200$189.6K
Planned Solutions, Inc.722$114.1K
Harel Insurance Investments & Financial Services Ltd.591$93.0K
Quarry LP483$76.3K
Golden State Equity Partners481$76.0K
Headlands Technologies LLC464$73.3K
Accent Capital Management, LLC350$55.3K
Danske Bank A/S100$15.8K
Ashton Thomas Securities, LLC76$12.0K
First Financial Corp60$9.48K
Pacific Capital Wealth Advisors, Inc48$7.58K
Frazier Financial Advisors, LLC29$4.58K
Caldwell Sutter Capital, Inc.6$948
Claris Advisors, LLC4$632
Capital Performance Advisors LLP4$632
Bokf, NA2$318

Not filed for Q4 2024 yet (7)

Institutions that held Houlihan Lokey, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLI in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Eagle Asset Management Inc693,109$128.7M
Raymond James & Associates157,759$24.9M
SpiderRock Advisors, LLC7,700$1.22M
Raymond James Financial Services Advisors, Inc.7,439$1.18M
Alpine Bank Wealth Management182$28.8K
Naples Money Management LLC28$4.42K
First Personal Financial Services2$317