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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 584 | $101.4K | 0.00% | +116+24.8% | Added |
| Kapitalo Investimentos Ltda | 604 | $104.9K | 0.07% | +604 | New |
| Covestor Ltd | 621 | $108.0K | 0.07% | +4+0.6% | Added |
| Allworth Financial LP | 596 | $110.9K | 0.00% | −108−15.3% | Reduced |
| Brown Brothers Harriman & Co | 655 | $113.7K | 0.00% | +517+374.6% | Added |
| Parallel Advisors, LLC | 717 | $124.5K | 0.00% | +46+6.9% | Added |
| Venturi Wealth Management, LLC | 727 | $126.3K | 0.01% | +675+1,298.1% | Added |
| Global Retirement Partners, LLC | 753 | $130.7K | 0.00% | −31−4.0% | Reduced |
| Values First Advisors, Inc. | 840 | $145.9K | 0.08% | −487−36.7% | Reduced |
| AdvisorNet Financial, Inc | 860 | $149.3K | 0.01% | −1−0.1% | Reduced |
| Umb Bank N A | 902 | $156.6K | 0.00% | +45+5.3% | Added |
| Farther Finance Advisors, LLC | 982 | $170.5K | 0.01% | +166+20.3% | Added |
| IFP Advisors, Inc | 1,005 | $178.7K | 0.01% | +36+3.7% | Added |
| Principal Securities, Inc. | 1,048 | $182.0K | 0.00% | +45+4.5% | Added |
| Smartleaf Asset Management LLC | 1,083 | $188.1K | 0.02% | +5+0.5% | Added |
| Point72 (DIFC) Ltd | 1,088 | $189.0K | 0.02% | +1,088 | New |
| Northwestern Mutual Wealth Management Co | 1,113 | $193.3K | 0.00% | +296+36.2% | Added |
| Manchester Capital Management LLC | 1,139 | $197.8K | 0.02% | −1−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 1,161 | $201.6K | 0.00% | +1,161 | New |
| Johnson Investment Counsel Inc | 1,176 | $204.2K | 0.00% | +1,176 | New |
| Meeder Advisory Services, Inc. | 1,176 | $204.2K | 0.01% | +1,176 | New |
| Steel Peak Wealth Management LLC | 1,190 | $206.7K | 0.01% | +1,190 | New |
| Longboard Asset Management, LP | 1,198 | $208.0K | 0.55% | +1,198 | New |
| Sherbrooke Park Advisers LLC | 1,205 | $209.3K | 0.07% | +1,205 | New |
| RSM US Wealth Management LLC | 1,219 | $211.7K | 0.00% | −392−24.3% | Reduced |
| Rafferty Asset Management, LLC | 1,224 | $212.6K | 0.00% | +1,224 | New |
| Jefferies Financial Group Inc. | 1,275 | $221.4K | 0.00% | −768−37.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,295 | $224.9K | 0.09% | −2,527−66.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,304 | $226.5K | 0.01% | −15−1.1% | Reduced |
| Strategy Asset Managers LLC | 1,305 | $226.7K | 0.04% | +1,305 | New |
| Huntington National Bank | 1,316 | $228.5K | 0.00% | −119−8.3% | Reduced |
| Stephenson National Bank & Trust | 1,318 | $228.9K | 0.08% | −611−31.7% | Reduced |
| Profund Advisors LLC | 1,327 | $230.4K | 0.01% | −204−13.3% | Reduced |
| Okabena Investment Services Inc | 1,382 | $240.0K | 0.07% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,387 | $240.9K | 0.00% | +150+12.1% | Added |
| Ritholtz Wealth Management | 1,389 | $241.1K | 0.01% | −30−2.1% | Reduced |
| PFW Advisors LLC | 1,402 | $243.5K | 0.07% | +1,402 | New |
| Scissortail Wealth Management, LLC | 1,406 | $244.2K | 0.06% | +1,398+17,475.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,411 | $245.0K | 0.00% | −70−4.7% | Reduced |
| TrinityPoint Wealth, LLC | 1,411 | $245.0K | 0.03% | +1,411 | New |
| Callan Family Office, LLC | 1,413 | $245.4K | 0.02% | +1,413 | New |
| Vestmark Advisory Solutions, Inc. | 1,415 | $245.7K | 0.01% | −67−4.5% | Reduced |
| Quantinno Capital Management LP | 1,453 | $252.4K | 0.00% | +1,453 | New |
| Nebula Research & Development LLC | 1,456 | $252.8K | 0.03% | +1,456 | New |
| Moloney Securities Asset Management, LLC | 1,477 | $256.5K | 0.03% | −10−0.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,480 | $257.0K | 0.14% | −4−0.3% | Reduced |
| David Loasby | 1,532 | $257.6K | 0.02% | +70+4.8% | Added |
| Thoroughbred Financial Services, LLC | 1,495 | $259.0K | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 1,493 | $259.3K | 0.01% | −87−5.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,542 | $267.8K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,552 | $269.6K | 0.01% | +1,552 | New |
| OneAscent Wealth Management LLC | 1,579 | $274.0K | 0.11% | −507−24.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,577 | $274.0K | 0.00% | +1,577 | New |
| Serenus Wealth Advisors, LLC | 1,610 | $279.6K | 0.05% | +1,610 | New |
| CIBC Asset Management Inc | 1,617 | $280.8K | 0.00% | +77+5.0% | Added |
| R Squared Ltd | 1,617 | $280.8K | 0.27% | +1,617 | New |
| Atria Wealth Solutions, Inc. | 1,625 | $282.2K | 0.00% | +95+6.2% | Added |
| Bessemer Group Inc | 1,629 | $283.0K | 0.00% | −291−15.2% | Reduced |
| Benjamin Edwards Inc | 1,636 | $284.1K | 0.00% | +88+5.7% | Added |
| FourThought Financial Partners, LLC | 1,657 | $287.8K | 0.03% | −49−2.9% | Reduced |
| Fedenia Advisers LLC | 1,671 | $290.2K | 0.17% | +1,671 | New |
| Cynosure Management, LLC | 1,679 | $291.6K | 0.04% | −584−25.8% | Reduced |
| SFMG, LLC | 1,712 | $297.3K | 0.02% | +3+0.2% | Added |
| Hamilton Capital Partners Inc. | 1,716 | $298.0K | 0.02% | +54+3.2% | Added |
| Rehmann Capital Advisory Group | 1,720 | $298.9K | 0.02% | +31+1.8% | Added |
| Anb Bank | 1,726 | $299.7K | 0.13% | +1,726 | New |
| GAMMA Investing LLC | 1,730 | $300.4K | 0.03% | +307+21.6% | Added |
| EverSource Wealth Advisors, LLC | 1,758 | $305.3K | 0.02% | +314+21.7% | Added |
| Commonwealth Equity Services, LLC | 1,763 | $306.0K | 0.00% | −59−3.2% | Reduced |
| Norden Group LLC | 1,770 | $307.4K | 0.03% | +199+12.7% | Added |
| Petrus Trust Company, LTA | 1,833 | $318.3K | 0.03% | +1,833 | New |
| Dark Forest Capital Management LP | 1,875 | $325.6K | 0.05% | +1,875 | New |
| Ci Investments Inc. | 1,904 | $331.0K | 0.00% | +489+34.6% | Added |
| Axq Capital, LP | 1,927 | $334.6K | 0.15% | +1,927 | New |
| J2 Capital Management Inc | 1,929 | $335.0K | 0.31% | +1,929 | New |
| Berry Wealth Group, LP | 1,978 | $343.5K | 0.25% | −231−10.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,979 | $343.7K | 0.01% | +19+1.0% | Added |
| OneAscent Financial Services LLC | 1,989 | $345.0K | 0.03% | −109−5.2% | Reduced |
| Vista Finance, LLC | 2,002 | $347.7K | 0.36% | +2,002 | New |
| Cubist Systematic Strategies, LLC | 2,035 | $353.4K | 0.01% | +2,035 | New |
| Shelton Capital Management | 2,055 | $356.9K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,071 | $359.6K | 0.11% | +15+0.7% | Added |
| Virtu Financial LLC | 2,139 | $371.0K | 0.02% | +2,139 | New |
| Equitable Trust Co | 2,151 | $373.5K | 0.02% | −1,741−44.7% | Reduced |
| Voya Financial Advisors, Inc. | 2,155 | $374.3K | 0.04% | −175−7.5% | Reduced |
| Proequities, Inc. | 2,089 | $388.9K | 0.02% | −82−3.8% | Reduced |
| Vident Advisory, LLC | 2,271 | $394.5K | 0.01% | −116−4.9% | Reduced |
| Wealthcare Capital Partners, LLC | 2,294 | $398.3K | 0.21% | +2,294 | New |
| Trajan Wealth LLC | 2,321 | $403.1K | 0.02% | −76−3.2% | Reduced |
| HighPoint Advisor Group LLC | 2,247 | $404.1K | 0.02% | +642+40.0% | Added |
| NewEdge Wealth, LLC | 2,339 | $406.2K | 0.01% | +695+42.3% | Added |
| Squarepoint Ops LLC | 2,350 | $408.1K | 0.00% | −6,131−72.3% | Reduced |
| Quest Partners LLC | 2,376 | $412.6K | 0.05% | +1,796+309.7% | Added |
| Financial Advocates Investment Management | 2,381 | $413.5K | 0.02% | +2,381 | New |
| Walleye Trading LLC | 2,410 | $418.5K | 0.01% | +2,410 | New |
| Hantz Financial Services, Inc. | 2,426 | $421.0K | 0.01% | −808−25.0% | Reduced |
| Riverwater Partners LLC | 2,470 | $428.9K | 0.21% | +2+0.1% | Added |
| ProShare Advisors LLC | 2,507 | $435.4K | 0.00% | +192+8.3% | Added |
| PDT Partners, LLC | 2,522 | $438.0K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,528 | $439.0K | 0.55% | +2,528 | New |