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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 34,743 | $6.03M | 0.15% | +1,478+4.4% | Added |
| Public Employees Retirement System of Ohio | 34,845 | $6.05M | 0.02% | −5,626−13.9% | Reduced |
| FineMark National Bank & Trust | 34,928 | $6.07M | 0.21% | −13,555−28.0% | Reduced |
| Polen Capital Management LLC | 35,999 | $6.25M | 0.02% | −32,312−47.3% | Reduced |
| Renaissance Technologies LLC | 37,000 | $6.43M | 0.01% | −19,900−35.0% | Reduced |
| Granite Investment Partners, LLC | 38,239 | $6.64M | 0.29% | −4,108−9.7% | Reduced |
| Chase Investment Counsel Corp | 39,030 | $6.78M | 2.18% | −803−2.0% | Reduced |
| Royal Bank of Canada | 43,331 | $7.52M | 0.00% | −1,572−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 43,530 | $7.56M | 0.01% | −486−1.1% | Reduced |
| Bearing Point Capital, LLC | 44,156 | $7.67M | 1.60% | +44,156 | New |
| Great West Life Assurance Co | 45,385 | $7.87M | 0.01% | +3,621+8.7% | Added |
| Man Group plc | 45,474 | $7.90M | 0.02% | +6,644+17.1% | Added |
| Aptus Capital Advisors, LLC | 46,058 | $8.00M | 0.10% | +8,335+22.1% | Added |
| Van Eck Associates Corp | 46,857 | $8.14M | 0.01% | +14,141+43.2% | Added |
| Fenimore Asset Management Inc | 50,074 | $8.70M | 0.18% | 00.0% | Unchanged |
| California State Teachers Retirement System | 52,656 | $9.14M | 0.01% | +2,947+5.9% | Added |
| Teacher Retirement System of Texas | 57,528 | $9.99M | 0.04% | +13,026+29.3% | Added |
| Barclays PLC | 58,422 | $10.1M | 0.01% | +21,601+58.7% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 58,910 | $10.2M | 2.77% | −6,823−10.4% | Reduced |
| STRS Ohio | 60,613 | $10.5M | 0.04% | −2,759−4.4% | Reduced |
| Corebridge Financial, Inc. | 60,682 | $10.5M | 0.06% | −2,186−3.5% | Reduced |
| StonePine Asset Management Inc. | 60,995 | $10.6M | 0.10% | −14,200−18.9% | Reduced |
| Victory Capital Management Inc | 62,234 | $10.8M | 0.01% | −9,035−12.7% | Reduced |
| Mutual of America Capital Management LLC | 62,264 | $10.8M | 0.12% | −1,159−1.8% | Reduced |
| Retirement Systems of Alabama | 65,156 | $11.3M | 0.04% | +628+1.0% | Added |
| Whittier Trust Co | 66,610 | $11.6M | 0.15% | +2,614+4.1% | Added |
| Segall Bryant & Hamill, LLC | 69,907 | $12.1M | 0.17% | −23,334−25.0% | Reduced |
| Rheos Capital Works Inc. | 73,400 | $12.7M | 0.71% | +10,000+15.8% | Added |
| Russell Investments Group, Ltd. | 78,702 | $13.7M | 0.02% | −513−0.6% | Reduced |
| LPL Financial LLC | 84,159 | $14.6M | 0.01% | +28,398+50.9% | Added |
| BNP Paribas Arbitrage, SA | 86,597 | $15.0M | 0.01% | +2,611+3.1% | Added |
| Qube Research & Technologies Ltd | 89,698 | $15.6M | 0.03% | +32,845+57.8% | Added |
| California Public Employees Retirement System | 92,519 | $16.1M | 0.01% | −1,788−1.9% | Reduced |
| Stifel Financial Corp | 94,173 | $16.4M | 0.02% | +4,385+4.9% | Added |
| Montanaro Asset Management Ltd | 95,000 | $16.5M | 3.41% | −56,000−37.1% | Reduced |
| Janney Montgomery Scott LLC | 95,298 | $16.6M | 0.05% | +90,343+1,823.3% | Added |
| Royce & Associates LP | 99,168 | $17.2M | 0.16% | −23,288−19.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 100,515 | $17.6M | 0.05% | +13,022+14.9% | Added |
| Swiss National Bank | 104,936 | $18.2M | 0.01% | +2,400+2.3% | Added |
| Legal & General Group Plc | 104,961 | $18.2M | 0.00% | +688+0.7% | Added |
| Schroder Investment Management Group | 115,535 | $20.1M | 0.02% | −2,309−2.0% | Reduced |
| Alps Advisors Inc | 119,983 | $20.8M | 0.13% | +18,047+17.7% | Added |
| Point72 Asset Management, L.P. | 120,369 | $20.9M | 0.06% | +120,369 | New |
| Principal Financial Group Inc | 122,906 | $21.3M | 0.01% | −189−0.2% | Reduced |
| GHP Investment Advisors, Inc. | 123,843 | $21.5M | 1.00% | −4,547−3.5% | Reduced |
| Assenagon Asset Management S.A. | 124,456 | $21.6M | 0.04% | +124,456 | New |
| Nuveen Asset Management, LLC | 126,106 | $21.9M | 0.01% | −3,761−2.9% | Reduced |
| Balyasny Asset Management LLC | 127,782 | $22.2M | 0.05% | +127,782 | New |
| FIL Ltd | 129,116 | $22.4M | 0.02% | −27,975−17.8% | Reduced |
| JPMorgan Chase & Co | 131,096 | $22.8M | 0.00% | +9,914+8.2% | Added |
| Macquarie Group Ltd | 161,305 | $28.0M | 0.03% | −24,261−13.1% | Reduced |
| Rhumbline Advisers | 166,038 | $28.8M | 0.03% | +2,559+1.6% | Added |
| Flputnam Investment Management Co | 169,881 | $29.5M | 0.54% | +5,651+3.4% | Added |
| New York State Common Retirement Fund | 174,352 | $30.3M | 0.04% | −9,624−5.2% | Reduced |
| Eventide Asset Management, LLC | 177,234 | $30.8M | 0.56% | +8,324+4.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 178,136 | $30.9M | 0.10% | −115,845−39.4% | Reduced |
| UBS Asset Management Americas Inc | 179,167 | $31.1M | 0.01% | +13,384+8.1% | Added |
| Brown Advisory Inc | 192,196 | $33.4M | 0.04% | −13,281−6.5% | Reduced |
| Public Employees Retirement Association of Colorado | 193,246 | $33.6M | 0.13% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 201,650 | $35.4M | 4.47% | +21,305+11.8% | Added |
| UBS Group AG | 238,966 | $41.5M | 0.01% | +53,589+28.9% | Added |
| Argent Capital Management LLC | 242,451 | $42.1M | 1.19% | +1,638+0.7% | Added |
| HighTower Advisors, LLC | 244,557 | $42.5M | 0.06% | −13,353−5.2% | Reduced |
| Citadel Advisors LLC | 248,297 | $43.1M | 0.04% | −15,210−5.8% | Reduced |
| Franklin Resources Inc | 270,211 | $46.9M | 0.01% | −3,490−1.3% | Reduced |
| Fiera Capital Corp | 277,467 | $48.2M | 0.15% | −6,235−2.2% | Reduced |
| Nordea Investment Management AB | 277,008 | $48.3M | 0.05% | −144,212−34.2% | Reduced |
| Ancora Advisors, LLC | 283,771 | $49.3M | 1.10% | −3,748−1.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 294,145 | $51.1M | 2.54% | −3,812−1.3% | Reduced |
| Jennison Associates LLC | 307,304 | $53.4M | 0.03% | +237,615+341.0% | Added |
| Prudential Financial Inc | 347,469 | $60.3M | 0.08% | +305,685+731.6% | Added |
| Natixis Advisors, L.P. | 391,054 | $67.9M | 0.13% | −8,334−2.1% | Reduced |
| Goldman Sachs Group Inc | 393,190 | $68.3M | 0.01% | +465+0.1% | Added |
| Van Berkom & Associates Inc. | 405,622 | $70.4M | 2.09% | −206,041−33.7% | Reduced |
| GW&K Investment Management, LLC | 426,127 | $74.0M | 0.63% | −16,873−3.8% | Reduced |
| Wells Fargo & Company | 443,035 | $76.9M | 0.02% | −1,699−0.4% | Reduced |
| First Trust Advisors LP | 464,099 | $80.6M | 0.07% | +68,753+17.4% | Added |
| Bank of New York Mellon Corp | 486,964 | $84.6M | 0.02% | +4,896+1.0% | Added |
| Envestnet Asset Management Inc | 519,423 | $90.2M | 0.03% | −13,659−2.6% | Reduced |
| Alliancebernstein L.P. | 533,340 | $92.6M | 0.03% | −34,236−6.0% | Reduced |
| Dimensional Fund Advisors LP | 549,066 | $95.4M | 0.02% | −31,168−5.4% | Reduced |
| Morgan Stanley | 562,423 | $97.7M | 0.01% | +36,665+7.0% | Added |
| Charles Schwab Investment Management Inc | 602,956 | $104.7M | 0.02% | +1,931+0.3% | Added |
| Northern Trust Corp | 620,324 | $107.7M | 0.02% | +19,406+3.2% | Added |
| Clearbridge Investments, LLC | 635,360 | $110.3M | 0.09% | −205,022−24.4% | Reduced |
| Thrivent Financial for Lutherans | 648,736 | $112.7M | 0.22% | −62,868−8.8% | Reduced |
| Norges Bank | 656,723 | $114.0M | 0.01% | +1,497+0.2% | Added |
| SEI Investments Co | 736,718 | $127.9M | 0.16% | −19,027−2.5% | Reduced |
| Ameriprise Financial Inc | 772,789 | $134.2M | 0.03% | +73,566+10.5% | Added |
| Capital International Investors | 793,292 | $137.8M | 0.03% | +3010.0% | Added |
| Raymond James Financial Inc | 826,666 | $143.6M | 0.05% | +826,666 | New |
| Neuberger Berman Group LLC | 940,930 | $163.4M | 0.13% | +14,397+1.6% | Added |
| Geode Capital Management, LLC | 966,476 | $167.9M | 0.01% | −4,083−0.4% | Reduced |
| Invesco Ltd. | 1,041,201 | $180.8M | 0.03% | +573,745+122.7% | Added |
| Bank of America Corp | 1,079,474 | $187.5M | 0.02% | −127,602−10.6% | Reduced |
| Bamco Inc | 1,144,179 | $198.7M | 0.51% | −5000.0% | Reduced |
| Fiduciary Management Inc | 1,209,230 | $210.0M | 1.96% | −4,486−0.4% | Reduced |
| Burgundy Asset Management Ltd. | 1,251,831 | $217.4M | 2.20% | +20,354+1.7% | Added |
| T. Rowe Price Investment Management, Inc. | 1,297,915 | $225.4M | 0.14% | −121,993−8.6% | Reduced |
| Wellington Management Group LLP | 1,499,679 | $260.4M | 0.05% | −350,961−19.0% | Reduced |