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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.

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.

Institutional holdersQ4 2024: 506 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 heldQ4 2024: $9.29B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q3 2024.

Institutions holding HLI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
TFC Financial Management1$1740.00%00.0%Unchanged
Rothschild Investment LLC1$1740.00%00.0%Unchanged
Financial Management Professionals, Inc.2$3470.00%00.0%Unchanged
NewSquare Capital LLC2$3470.00%+2New
Cassady Schiller Wealth Management, LLC2$3470.00%+2New
Parkworth Wealth Management, Inc.2$3470.00%+2New
Sachetta, LLC3$5210.00%00.0%Unchanged
NBC Securities, Inc.3$6910.06%−5,096−99.9%Reduced
Old Second National Bank of Aurora4$6950.00%+4New
WPG Advisers, LLC4$6950.00%+4New
WealthTrak Capital Management LLC5$8690.00%+5New
Caitong International Asset Management Co., Ltd7$1.22K0.00%+7New
Hexagon Capital Partners LLC9$1.56K0.00%00.0%Unchanged
SJS Investment Consulting Inc.10$1.74K0.00%−2−16.7%Reduced
Horizon Investments, LLC11$1.91K0.00%+11New
Householder Group Estate & Retirement Specialist, LLC14$2.00K0.00%−1,268−98.9%Reduced
DiNuzzo Private Wealth, Inc.12$2.08K0.00%00.0%Unchanged
Hollencrest Capital Management14$2.43K0.00%00.0%Unchanged
Salem Investment Counselors Inc14$2.43K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC15$2.60K0.00%−57−79.2%Reduced
Continuum Advisory, LLC15$2.60K0.00%00.0%Unchanged
Beacon Capital Management, LLC15$2.60K0.00%00.0%Unchanged
Tucker Asset Management LLC18$3.13K0.00%00.0%Unchanged
Creative Financial Designs Inc18$3.13K0.00%+18New
GeoWealth Management, LLC19$3.30K0.00%+1+5.6%Added
Farmers & Merchants Investments Inc19$3.30K0.00%00.0%Unchanged
Private Wealth Management Group, LLC21$3.65K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC21$3.65K0.00%00.0%Unchanged
Bellevue Asset Management, LLC24$4.17K0.00%00.0%Unchanged
First Pacific Financial24$4.17K0.00%00.0%Unchanged
Quent Capital, LLC25$4.34K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC26$4.51K0.00%00.0%Unchanged
Kestra Investment Management, LLC27$4.72K0.00%+27New
Ruedi Wealth Management, Inc.29$5.04K0.00%00.0%Unchanged
Sunbelt Securities, Inc.29$5.04K0.00%00.0%Unchanged
North Star Investment Management Corp.29$5.05K0.00%+29New
Westside Investment Management, Inc.32$5.56K0.00%00.0%Unchanged
Whipplewood Advisors, LLC32$5.56K0.00%+32New
CoreCap Advisors, LLC34$5.90K0.00%00.0%Unchanged
Massmutual Trust Co FSB34$5.90K0.00%+18+112.5%Added
MPWM Advisory Solutions, LLC35$6.08K0.00%+35New
TD Capital Management LLC35$6.10K0.00%+35New
Carolinas Wealth Consulting LLC37$6.43K0.00%−4−9.8%Reduced
JFS Wealth Advisors, LLC39$6.77K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.40$6.95K0.00%00.0%Unchanged
Hemington Wealth Management41$7.00K0.00%+16+64.0%Added
Retirement Wealth Solutions LLC42$7.02K0.01%+42New
Oliver Lagore Vanvalin Investment Group42$7.29K0.00%00.0%Unchanged
TD Private Client Wealth LLC43$7.47K0.00%−262−85.9%Reduced
Versant Capital Management, Inc43$7.47K0.00%−51−54.3%Reduced
Johnson Financial Group, Inc.42$7.63K0.00%−11−20.8%Reduced
Cullen/Frost Bankers, Inc.44$7.67K0.00%+44New
Washington Trust Co48$8.35K0.00%−7−12.7%Reduced
Larson Financial Group LLC49$8.51K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC50$8.68K0.00%00.0%Unchanged
Arlington Trust Co LLC56$9.72K0.00%00.0%Unchanged
Key Financial Inc67$11.6K0.00%00.0%Unchanged
Cornerstone Planning Group LLC65$11.7K0.00%−5−7.1%Reduced
CIBC Private Wealth Group, LLC69$12.0K0.00%+69New
Bogart Wealth, LLC72$12.5K0.00%+11+18.0%Added
SBI Securities Co., Ltd.73$12.7K0.00%+73New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.78$13.4K0.00%00.0%Unchanged
Bryn Mawr Trust Co78$13.5K0.00%+18+30.0%Added
Spire Wealth Management89$15.5K0.00%+2+2.3%Added
Washington Trust Advisors, Inc.92$16.0K0.00%−13−12.4%Reduced
Bell Investment Advisors, Inc95$16.5K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC96$16.7K0.01%00.0%Unchanged
Fortitude Family Office, LLC99$17.2K0.01%00.0%Unchanged
MAI Capital Management100$17.4K0.00%+100New
Clear Street Markets LLC100$17.4K0.01%+100New
HHM Wealth Advisors, LLC104$18.1K0.00%00.0%Unchanged
Van Hulzen Asset Management, LLC107$18.6K0.00%+107New
TCTC Holdings, LLC114$19.8K0.00%+114New
Painted Porch Advisors LLC131$22.7K0.01%+6+4.8%Added
FWL Investment Management, LLC138$24.0K0.01%00.0%Unchanged
Ameriflex Group, Inc.132$24.0K0.01%+132New
Eagle Bay Advisors LLC139$24.1K0.02%−40−22.3%Reduced
Lindbrook Capital, LLC139$24.1K0.00%+1+0.7%Added
Rise Advisors, LLC153$26.6K0.01%00.0%Unchanged
Ameliora Wealth Management Ltd.169$29.3K0.01%00.0%Unchanged
Private Trust Co NA169$29.3K0.00%+169New
Nomura Asset Management Co Ltd170$29.5K0.00%00.0%Unchanged
Financial Life Planners191$33.2K0.03%+191New
Global Financial Private Client, LLC197$34.2K0.01%+3+1.5%Added
UMA Financial Services, Inc.200$34.7K0.01%+200New
CBIZ Investment Advisory Services, LLC215$37.3K0.00%−27−11.2%Reduced
Bartlett & Co. Wealth Management LLC217$37.7K0.00%00.0%Unchanged
Wolff Wiese Magana LLC241$41.9K0.03%00.0%Unchanged
Quadrant Capital Group LLC245$42.5K0.00%+19+8.4%Added
Parkside Financial Bank & Trust257$44.6K0.01%+38+17.4%Added
Clark Wealth Partners275$47.8K0.04%+275New
Golden State Wealth Management, LLC305$53.0K0.01%+305New
Emerald Advisers, LLC345$59.9K0.00%00.0%Unchanged
Signaturefd, LLC347$60.3K0.00%+22+6.8%Added
VisionPoint Advisory Group, LLC363$62.3K0.02%+363New
Simplex Trading, LLC375$65.0K0.00%+375New
Pingora Partners LLC400$69.5K0.05%−100−20.0%Reduced
Anchor Investment Management, LLC450$78.1K0.01%−31−6.4%Reduced
First Horizon Advisors, Inc.468$81.3K0.00%+27+6.1%Added
Park Place Capital Corp507$88.0K0.02%00.0%Unchanged