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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2,548 | $442.5K | 0.01% | −372−12.7% | Reduced |
| Outlook Wealth Advisors, LLC | 2,550 | $442.8K | 0.13% | +2,550 | New |
| Custom Index Systems, LLC | 2,590 | $449.8K | 0.24% | −12−0.5% | Reduced |
| Mercer Global Advisors Inc | 2,626 | $456.0K | 0.00% | −1,815−40.9% | Reduced |
| National Asset Management, Inc. | 2,645 | $459.4K | 0.02% | +2,645 | New |
| Portside Wealth Group, LLC | 2,754 | $478.3K | 0.08% | +298+12.1% | Added |
| Bryce Point Capital, LLC | 2,760 | $479.3K | 0.14% | +2,760 | New |
| Utah Retirement Systems | 2,800 | $486.2K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,866 | $497.7K | 0.01% | +1,258+78.2% | Added |
| Sterling Capital Management LLC | 2,899 | $503.4K | 0.01% | +1,033+55.4% | Added |
| Centiva Capital, LP | 2,903 | $504.1K | 0.02% | +321+12.4% | Added |
| Maryland State Retirement & Pension System | 2,938 | $510.2K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,983 | $518.0K | 0.09% | +2,983 | New |
| Wealth Alliance | 3,048 | $529.3K | 0.06% | −79−2.5% | Reduced |
| Clearstead Advisors, LLC | 3,071 | $533.3K | 0.01% | −254−7.6% | Reduced |
| Alberta Investment Management Corp | 3,123 | $542.3K | 0.00% | −3,605−53.6% | Reduced |
| First Bank & Trust | 3,138 | $544.9K | 0.10% | +33+1.1% | Added |
| Baird Financial Group, Inc. | 3,143 | $545.8K | 0.00% | +3,143 | New |
| Glenmede Trust Co NA | 3,184 | $552.9K | 0.00% | −434−12.0% | Reduced |
| Two Sigma Investments, LP | 3,249 | $564.2K | 0.00% | +1,340+70.2% | Added |
| Dynasty Wealth Management, LLC | 3,259 | $565.9K | 0.01% | −394−10.8% | Reduced |
| Pinebridge Investments, L.P. | 3,265 | $567.0K | 0.00% | +3,265 | New |
| Cerity Partners LLC | 3,331 | $572.0K | 0.00% | +1,031+44.8% | Added |
| Engineers Gate Manager LP | 3,311 | $575.0K | 0.01% | +3,311 | New |
| Aviva PLC | 3,321 | $576.7K | 0.00% | −806−19.5% | Reduced |
| Guggenheim Capital LLC | 3,423 | $594.4K | 0.00% | +3,423 | New |
| Harvest Fund Management Co., Ltd | 3,468 | $602.0K | 0.03% | +3,087+810.2% | Added |
| FORA Capital, LLC | 3,525 | $612.2K | 0.07% | +3,525 | New |
| Ronald Blue Trust, Inc. | 3,651 | $633.9K | 0.01% | −1,082−22.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,766 | $653.9K | 0.13% | −791−17.4% | Reduced |
| M&T Bank Corp | 3,771 | $654.9K | 0.00% | +92+2.5% | Added |
| Yorktown Management & Research Co Inc | 3,850 | $668.6K | 0.64% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,985 | $692.1K | 0.01% | −256−6.0% | Reduced |
| Novem Group | 3,999 | $694.5K | 0.10% | +3,999 | New |
| Snowden Capital Advisors LLC | 4,015 | $697.2K | 0.02% | +1,042+35.0% | Added |
| Securian Asset Management, Inc | 4,051 | $703.5K | 0.02% | −105−2.5% | Reduced |
| Resources Management Corp | 4,068 | $706.0K | 0.10% | −168−4.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,072 | $707.0K | 0.11% | −2,571−38.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,100 | $712.0K | 0.14% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 4,178 | $725.6K | 0.02% | −97−2.3% | Reduced |
| Los Angeles Capital Management LLC | 4,185 | $726.8K | 0.00% | +4,185 | New |
| Clifford Group, LLC | 4,245 | $737.2K | 0.56% | −134−3.1% | Reduced |
| First Eagle Investment Management, LLC | 4,297 | $746.2K | 0.00% | +50+1.2% | Added |
| Commerce Bank | 4,371 | $759.1K | 0.00% | −147−3.3% | Reduced |
| CAPROCK Group, Inc. | 4,394 | $763.2K | 0.02% | +16+0.4% | Added |
| Studio Investment Management LLC | 4,418 | $767.2K | 0.16% | −126−2.8% | Reduced |
| Allianz Asset Management GmbH | 4,418 | $767.2K | 0.00% | +2,450+124.5% | Added |
| Kestra Private Wealth Services, LLC | 4,433 | $769.8K | 0.01% | +1,255+39.5% | Added |
| Federation des caisses Desjardins du Quebec | 4,436 | $770.3K | 0.00% | −4,256−49.0% | Reduced |
| Hanlon Investment Management, Inc. | 4,469 | $776.1K | 0.21% | −298−6.3% | Reduced |
| QRG Capital Management, Inc. | 4,548 | $789.7K | 0.01% | +716+18.7% | Added |
| Intrust Bank NA | 4,572 | $794.0K | 0.08% | −101−2.2% | Reduced |
| Gibbs Wealth Management | 4,614 | $801.3K | 0.22% | +730+18.8% | Added |
| Creative Planning | 4,649 | $807.3K | 0.00% | +1,085+30.4% | Added |
| Crossmark Global Holdings, Inc. | 4,670 | $811.0K | 0.01% | −18−0.4% | Reduced |
| Versor Investments LP | 4,671 | $811.2K | 0.14% | +4,671 | New |
| VELA Investment Management, LLC | 4,684 | $813.4K | 0.28% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,714 | $818.6K | 0.28% | +4,714 | New |
| Ethic Inc. | 4,786 | $831.2K | 0.02% | +4,786 | New |
| Naples Global Advisors, LLC | 4,830 | $838.8K | 0.08% | −1,070−18.1% | Reduced |
| Captrust Financial Advisors | 4,908 | $852.3K | 0.00% | +6+0.1% | Added |
| State of Wyoming | 4,920 | $854.4K | 0.11% | +1,587+47.6% | Added |
| Bridges Investment Management Inc | 4,965 | $862.2K | 0.01% | +207+4.4% | Added |
| Omers Administration Corp | 5,000 | $868.3K | 0.01% | +5,000 | New |
| State of Wisconsin Investment Board | 5,024 | $872.5K | 0.00% | +656+15.0% | Added |
| Federated Hermes, Inc. | 5,057 | $878.2K | 0.00% | −179−3.4% | Reduced |
| Isthmus Partners, LLC | 5,080 | $882.2K | 0.11% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 5,199 | $902.9K | 0.22% | +5,199 | New |
| Avantax Advisory Services, Inc. | 5,264 | $914.1K | 0.01% | −746−12.4% | Reduced |
| Moneta Group Investment Advisors LLC | 5,501 | $955.3K | 0.01% | +305+5.9% | Added |
| Williamson Legacy Group, LLC | 5,523 | $959.1K | 0.64% | +5,523 | New |
| Kestra Advisory Services, LLC | 5,606 | $973.5K | 0.01% | +259+4.8% | Added |
| Jones Financial Companies LLLP | 5,638 | $979.2K | 0.00% | +2,521+80.9% | Added |
| Private Advisor Group, LLC | 5,664 | $983.6K | 0.01% | +1,934+51.8% | Added |
| Cinctive Capital Management LP | 5,779 | $1.00M | 0.05% | −1,647−22.2% | Reduced |
| Sendero Wealth Management, LLC | 5,822 | $1.01M | 0.15% | 00.0% | Unchanged |
| TD Asset Management Inc | 5,900 | $1.02M | 0.00% | +100+1.7% | Added |
| State of Alaska, Department of Revenue | 6,110 | $1.06M | 0.01% | +40+0.7% | Added |
| Jump Financial, LLC | 6,122 | $1.06M | 0.02% | +6,122 | New |
| Lecap Asset Management Ltd | 6,193 | $1.08M | 0.29% | +6,193 | New |
| Integrated Investment Consultants, LLC | 6,212 | $1.08M | 0.22% | −9,962−61.6% | Reduced |
| Bridgewater Associates, LP | 6,237 | $1.08M | 0.00% | −512−7.6% | Reduced |
| James Investment Research Inc | 6,341 | $1.10M | 0.13% | 00.0% | Unchanged |
| Connable Office Inc | 6,460 | $1.12M | 0.12% | 00.0% | Unchanged |
| Xponance, Inc. | 6,518 | $1.13M | 0.01% | +360+5.8% | Added |
| Evoke Wealth, LLC | 6,603 | $1.15M | 0.03% | +6,603 | New |
| Advisory Services Network, LLC | 6,631 | $1.15M | 0.02% | +4,130+165.1% | Added |
| Taylor Frigon Capital Management LLC | 6,737 | $1.17M | 0.59% | −5,565−45.2% | Reduced |
| Nomura Holdings Inc | 7,110 | $1.23M | 0.01% | +7,110 | New |
| Deutsche Bank AG | 7,212 | $1.25M | 0.00% | −11,879−62.2% | Reduced |
| JustInvest LLC | 7,262 | $1.26M | 0.02% | +160+2.3% | Added |
| Campbell & CO Investment Adviser LLC | 7,459 | $1.30M | 0.10% | +7,459 | New |
| Pictet Asset Management Holding SA | 7,465 | $1.30M | 0.00% | +1,072+16.8% | Added |
| Entropy Technologies, LP | 7,507 | $1.30M | 0.13% | +4,407+142.2% | Added |
| Fulton Bank, N.A. | 7,621 | $1.32M | 0.05% | +418+5.8% | Added |
| Brinker Capital Investments, LLC | 7,725 | $1.34M | 0.01% | −196−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 7,725 | $1.34M | 0.01% | −196−2.5% | Reduced |
| Strategic Wealth Designers | 7,779 | $1.35M | 0.09% | −324−4.0% | Reduced |
| Lazard Asset Management LLC | 7,791 | $1.35M | 0.00% | +2,400+44.5% | Added |
| Park Avenue Securities LLC | 9,296 | $1.61M | 0.02% | +1,599+20.8% | Added |