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 |
|---|---|---|---|---|---|
| State Street Corp | 1,696,796 | $294.7M | 0.01% | +81,329+5.0% | Added |
| FMR LLC | 1,875,220 | $325.7M | 0.02% | +161,647+9.4% | Added |
| Earnest Partners LLC | 2,967,559 | $515.3M | 2.30% | −263,680−8.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,281,294 | $569.8M | 1.31% | +208,851+6.8% | Added |
| Vanguard Group Inc | 5,265,574 | $914.4M | 0.02% | +98,495+1.9% | Added |
| BlackRock, Inc. | 5,366,533 | $932.0M | 0.02% | +264,617+5.2% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −160,499−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −153,000−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −83,722−100.0% | Sold out |
| Woodson Capital Management, LP | 0 | $0 | 0.00% | −38,600−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −5,850−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −4,907−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,818−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −3,994−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −2,708−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −2,329−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,195−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,018−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −1,286−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| Naples Money Management LLC | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |