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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 9,298 | $1.61M | 0.00% | +2,486+36.5% | Added |
| Voya Investment Management LLC | 9,420 | $1.64M | 0.00% | −999−9.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,455 | $1.64M | 0.21% | +208+2.2% | Added |
| Union Bancaire Privee, UBP SA | 9,506 | $1.66M | 0.03% | +9,506 | New |
| Stegent Equity Advisors, Inc. | 9,764 | $1.70M | 1.72% | +9,764 | New |
| Verition Fund Management LLC | 9,790 | $1.70M | 0.01% | +9,790 | New |
| Crawford Investment Counsel Inc | 9,928 | $1.72M | 0.03% | −412−4.0% | Reduced |
| Assetmark, Inc | 10,560 | $1.83M | 0.00% | +747+7.6% | Added |
| New Mexico Educational Retirement Board | 10,600 | $1.84M | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 10,629 | $1.85M | 0.01% | −1,139−9.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,879 | $1.86M | 0.02% | +3,242+42.5% | Added |
| Pacer Advisors, Inc. | 10,859 | $1.89M | 0.00% | +469+4.5% | Added |
| Oregon Public Employees Retirement Fund | 10,871 | $1.89M | 0.03% | +39+0.4% | Added |
| Integrated Wealth Concepts LLC | 11,030 | $1.92M | 0.02% | +996+9.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,218 | $1.95M | 0.07% | −877−7.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,321 | $1.97M | 0.02% | +1,015+9.8% | Added |
| Grandeur Peak Global Advisors, LLC | 11,350 | $1.97M | 0.17% | −23,889−67.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,522 | $2.00M | 0.01% | −407−3.4% | Reduced |
| Spears Abacus Advisors LLC | 11,605 | $2.02M | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 11,681 | $2.03M | 0.05% | +11,681 | New |
| New Age Alpha Advisors, LLC | 11,791 | $2.05M | 0.08% | +11,791 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,835 | $2.06M | 0.01% | +126+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,909 | $2.07M | 0.05% | +124+1.1% | Added |
| Rockefeller Capital Management L.P. | 12,208 | $2.12M | 0.01% | +2,155+21.4% | Added |
| Mariner, LLC | 12,220 | $2.12M | 0.00% | +81+0.7% | Added |
| Truist Financial Corp | 12,295 | $2.14M | 0.00% | −464−3.6% | Reduced |
| Amundi | 12,586 | $2.18M | 0.00% | +12,451+9,223.0% | Added |
| KLP Kapitalforvaltning AS | 12,600 | $2.19M | 0.01% | +12,600 | New |
| State of Michigan Retirement System | 12,700 | $2.21M | 0.01% | +100+0.8% | Added |
| The PNC Financial Services Group, Inc. | 12,899 | $2.24M | 0.00% | −1,046−7.5% | Reduced |
| Cresset Asset Management, LLC | 13,317 | $2.31M | 0.01% | −5,902−30.7% | Reduced |
| Citigroup Inc | 13,332 | $2.32M | 0.00% | +1,449+12.2% | Added |
| Handelsbanken Fonder AB | 13,458 | $2.34M | 0.01% | +1,300+10.7% | Added |
| D. E. Shaw & Co., Inc. | 13,477 | $2.34M | 0.00% | +4,483+49.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,847 | $2.40M | 0.01% | +2,033+17.2% | Added |
| Exchange Traded Concepts, LLC | 14,092 | $2.45M | 0.05% | +1,803+14.7% | Added |
| Algert Global LLC | 14,356 | $2.49M | 0.06% | −8,773−37.9% | Reduced |
| Illinois Municipal Retirement Fund | 14,881 | $2.58M | 0.04% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 14,900 | $2.59M | 0.05% | +200+1.4% | Added |
| Arizona State Retirement System | 15,483 | $2.69M | 0.02% | +358+2.4% | Added |
| Teachers Retirement System of the State of Kentucky | 16,620 | $2.89M | 0.03% | −820−4.7% | Reduced |
| Monument Capital Management | 16,861 | $2.93M | 0.81% | +577+3.5% | Added |
| Magnetar Financial LLC | 17,007 | $2.95M | 0.07% | +17,007 | New |
| Jane Street Group, LLC | 17,029 | $2.96M | 0.00% | +7,779+84.1% | Added |
| State of New Jersey Common Pension Fund D | 17,169 | $2.98M | 0.01% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 17,284 | $3.00M | 0.03% | +17,284 | New |
| Daiwa Securities Group Inc. | 17,395 | $3.02M | 0.01% | −2,098−10.8% | Reduced |
| Ameritas Investment Partners, Inc. | 17,533 | $3.04M | 0.10% | −165−0.9% | Reduced |
| New York State Teachers Retirement System | 17,726 | $3.08M | 0.01% | +488+2.8% | Added |
| Geneos Wealth Management Inc. | 17,783 | $3.09M | 0.11% | +492+2.8% | Added |
| Voloridge Investment Management, LLC | 17,800 | $3.09M | 0.01% | +17,800 | New |
| CI Private Wealth, LLC | 18,053 | $3.14M | 0.01% | +367+2.1% | Added |
| SG Americas Securities, LLC | 18,081 | $3.14M | 0.01% | +16,633+1,148.7% | Added |
| Hilton Capital Management, LLC | 18,588 | $3.23M | 0.28% | +867+4.9% | Added |
| Jacobs Levy Equity Management, Inc | 18,890 | $3.28M | 0.01% | +18,890 | New |
| Prana Capital Management, LP | 18,977 | $3.30M | 0.16% | +18,977 | New |
| Police & Firemen's Retirement System of New Jersey | 18,992 | $3.30M | 0.03% | +18,992 | New |
| Empowered Funds, LLC | 19,050 | $3.31M | 0.05% | +4,641+32.2% | Added |
| State Board of Administration of Florida Retirement System | 19,420 | $3.37M | 0.01% | −290−1.5% | Reduced |
| Yousif Capital Management, LLC | 19,540 | $3.39M | 0.04% | −664−3.3% | Reduced |
| Davenport & Co LLC | 19,663 | $3.41M | 0.02% | −717−3.5% | Reduced |
| AQR Capital Management LLC | 19,763 | $3.43M | 0.00% | +5,047+34.3% | Added |
| KBC Group NV | 19,903 | $3.46M | 0.01% | +18,617+1,447.7% | Added |
| Atria Investments LLC | 19,949 | $3.46M | 0.04% | −2,548−11.3% | Reduced |
| Regions Financial Corp | 20,160 | $3.50M | 0.03% | −631−3.0% | Reduced |
| State of Tennessee, Treasury Department | 20,205 | $3.51M | 0.01% | −570−2.7% | Reduced |
| Sanctuary Advisors, LLC | 19,562 | $3.52M | 0.02% | −445−2.2% | Reduced |
| West Coast Financial LLC | 20,312 | $3.53M | 0.39% | −1,699−7.7% | Reduced |
| Cetera Investment Advisers | 20,727 | $3.60M | 0.01% | +2,183+11.8% | Added |
| Pathstone Holdings, LLC | 21,055 | $3.66M | 0.02% | −732−3.4% | Reduced |
| Toroso Investments, LLC | 21,215 | $3.68M | 0.03% | +4,520+27.1% | Added |
| MML Investors Services, LLC | 21,217 | $3.69M | 0.01% | +1,372+6.9% | Added |
| Dorsey Wright & Associates | 22,398 | $3.89M | 0.93% | +942+4.4% | Added |
| Triasima Portfolio Management inc. | 22,656 | $3.93M | 0.76% | +8,704+62.4% | Added |
| Treasurer of the State of North Carolina | 23,053 | $4.00M | 0.02% | +150+0.7% | Added |
| Tudor Investment Corp Et Al | 23,970 | $4.16M | 0.04% | +11,995+100.2% | Added |
| American Century Companies Inc | 24,070 | $4.18M | 0.00% | +8,695+56.6% | Added |
| Janus Henderson Group PLC | 24,667 | $4.28M | 0.00% | +1,917+8.4% | Added |
| Weil Company, Inc. | 24,708 | $4.29M | 1.48% | −10,080−29.0% | Reduced |
| Harbor Advisors LLC | 25,000 | $4.34M | 0.68% | 00.0% | Unchanged |
| Bank of Montreal | 25,808 | $4.48M | 0.00% | +1,612+6.7% | Added |
| Comerica Bank | 25,888 | $4.50M | 0.02% | −536−2.0% | Reduced |
| GWM Advisors LLC | 26,312 | $4.57M | 0.03% | +1,480+6.0% | Added |
| Richard Bernstein Advisors LLC | 26,368 | $4.58M | 0.10% | 00.0% | Unchanged |
| Amalgamated Bank | 27,157 | $4.72M | 0.04% | −77−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,485 | $4.77M | 0.01% | +1,261+4.8% | Added |
| Oppenheimer Asset Management Inc. | 28,490 | $4.95M | 0.06% | −723−2.5% | Reduced |
| TownSquare Capital, LLC | 29,114 | $5.06M | 0.06% | +3,460+13.5% | Added |
| Gunderson Capital Management Inc. | 29,556 | $5.13M | 2.52% | +29,556 | New |
| Walled Lake Planning & Wealth Management, LLC | 29,620 | $5.14M | 1.91% | −15,405−34.2% | Reduced |
| HSBC Holdings PLC | 29,721 | $5.17M | 0.00% | +23,714+394.8% | Added |
| MetLife Investment Management | 30,399 | $5.28M | 0.03% | +2,737+9.9% | Added |
| Bell Asset Management Ltd | 31,498 | $5.47M | 1.00% | −378−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 31,882 | $5.54M | 0.01% | +5,486+20.8% | Added |
| Pier Capital, LLC | 31,893 | $5.54M | 0.79% | −35,197−52.5% | Reduced |
| Fifth Third Bancorp | 32,507 | $5.65M | 0.02% | −8,947−21.6% | Reduced |
| US Bancorp | 33,051 | $5.74M | 0.01% | −1,073−3.1% | Reduced |
| Vestcor Inc | 33,490 | $5.82M | 0.19% | −1,791−5.1% | Reduced |
| Price T Rowe Associates Inc | 33,808 | $5.87M | 0.00% | +4,170+14.1% | Added |
| Edgestream Partners, L.P. | 34,139 | $5.93M | 0.25% | +25,378+289.7% | Added |